Purdy & Associates

Sands Financial Services is a reputable financial firm based in Fort Lauderdale, FL, specializing in providing a range of financial solutions to individuals and businesses. With a team of experienced professionals, Sands Financial Services offers personalized financial planning, investment management, and retirement planning services to help clients achieve their financial goals. Generated from their business information

Stuart Estate Planning Inc is a professional firm based in Coconut Creek, FL, specializing in providing comprehensive estate planning services to individuals and families. With a focus on creating personalized strategies tailored to each client's unique needs and goals, the company offers expertise in wills, trusts, probate, and other essential aspects of estate planning. Generated from their business information

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations