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EBS Responsible Wealth

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Tax Return Preparation, Financial Planning Consultants, Financial Services

2385 NW Executive Center Dr, Boca Raton, FL 33431

561-998-3180

OPEN NOW: 
Today: 9:00 am - 5:00 pm

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DETAILS
General Info
Since 1987, our focus has been on Estate Planning and Gift Tax Planning, and the use of Life Insurance to Pay Estate Tax. Our services are geared towards married couples with a net worth exceeding $10,000,000, and non-married persons with a net worth exceeding $5,000,000. We do not manage money, take custody of funds, or act in any fiduciary capacity. We concentrate on one thing; Wealth Transfer. We are serious people addressing serious problems.
Extra Phones

Phone: 561-981-6243

Hours
Regular Hours
Mon - Fri:
Categories
Tax Return Preparation, Financial Planning Consultants, Financial Services, Insurance, Tax Reporting Service, Taxes-Consultants & Representatives
Neighborhood
Southwest Boca Raton
Associations
Professional Advisory Board of a well known charity and on the Advisory Board of a nationally prominent life insurance company (ING Security Life of Denver). Member of the Greater Boca Raton Estate Planning Council
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Data provided by one or more of the following: Thryv, Data Axle, Yext.