Eric Rodriguez
Eric Rodriguez

Eric Rodriguez

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Introduction: As someone whose mother became disabled at 50, I understand firsthand the critical importance of estate planning and protecting the things that are most important. Protecting families and securing legacies is not just my profession; it's my personal mission. I provide tailored solutions that ensure your peace of mind, always. Our comprehensive estate planning and administration services team cover all aspects of securing your wealth and safeguarding your loved ones: -Basic Planning: Crafting personalized Living Wills, Powers of Attorney, Wills, and Trusts -Business Planning: Optimizing business ownership for maximum benefit and protection -Special Needs Planning: Ensuring the well-being of loved ones with unique requirements -Legacy Planning: Preserving your values and creating a lasting impact for generations to come -Advanced Tax Planning: Minimizing death taxes and maximizing wealth transfer -Incapacity Planning: Preparing for the unexpected and maintaining control over your affairs -International Planning: Navigating the complexities of cross-border estate matters When you work with me and my team, you can transform uncertainty into confidence and secure your family's future. Experience the relief of knowing your hard-earned wealth is protected and your legacy is preserved. With my personal dedication and professional expertise, you can trust that your family's future is secure.
Overview

Serves Cherry Hill, NJ

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15 employees

22 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

5.0

4 reviews

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Chermaine Q.
3 weeks ago
Eric did a phenomenal job with helping my family. When we first met Eric, my husband was transitioning out of the world of professional sports and he put a plan in place for us to get us back on track and protect our assets.The service Eric provided was top notch and he was very patient and knowledgeable with all of our questions and concerns. I highly recommend him for your estate planning needs. The platform he has available to help clients is amazing. We couldn’t be happier and the peace of mind he provided with his services is truly amazing. I highly recommended Eric!
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Laura V.
Mar 15, 2024
I was referred to Eric and I am completly satisfied with his service. If you are looking for peace of mind and expert guidance in managing your finances and estate...Look no further! I highly recommend Eric. His team provided me with comprehensive solutions tailored to my needs, ensuring my assets are protected and my financial goals are met.
Eric Rodriguez's reply
Laura, Thank you for allowing me to serve you and your family.
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Marcus R.
4 weeks ago
My experience working with Eric was outstanding; he took a consultative approach to solving my problems and facilitated a multi-faceted solution for my family’s financial success. An excellent listener and very patient. Highly recommended!
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Isis H.
4 weeks ago
Very informative And valuable!
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Eric Rodriguez

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