TOP 10 Best Advanced estate planning in Irvine, California
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Irvine Law Group, LLP
● ClosedIrvine Law Group, LLP is a prestigious law firm located at 2090 North Tustin Avenue in Santa Ana, California. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Irvine Law Group, LLP is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with professionalism and expertise. Contact us today to schedule a consultation.
2090 N Tustin Ave #250A, Santa Ana, CA 92705, United StatesAdvertisements -
Advanced Financial Strategies
● OpenAdvanced Financial Strategies is a leading finance institution located at 5 Hubble in Irvine, California, United States. We specialize in providing expert financial advice and strategies to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Advanced Financial Strategies is here to help you navigate the complexities of the financial world. Trust us to guide you towards a secure and prosperous financial future.
5 Hubble, Irvine, CA 92618, United States -
Snyder Law, PC
● ClosedSnyder Law, PC is a law firm located in Irvine, California, dedicated to helping families protect their future. As spouses, parents, and adult children ourselves, we understand the challenges that life can bring. Whether it's planning for your children's future, caring for aging family members, or advocating for veterans, we have the knowledge and expertise to assist you. Our practice focuses on Elder Law, addressing the legal challenges that come with aging and health. We offer holistic solutions to meet the emotional, logistical, and financial needs of seniors and their families. From naming a guardian for your child to ensuring the success of your legacy, we provide estate planning solutions for every stage of life.
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Asset Protection & Elder Law Center
● ClosedThe Asset Protection & Elder Law Center in Irvine, California is a trusted institution dedicated to helping individuals protect their assets and plan for the future. Our experienced team of attorneys specializes in estate planning, asset protection, and elder law, ensuring that our clients receive the personalized and comprehensive legal guidance they need. Located at 17702 Mitchell North, our center is conveniently situated in the heart of Irvine, making it easy for clients throughout California to access our services. Whether you are looking to safeguard your assets for future generations or navigate the complexities of elder law, the Asset Protection & Elder Law Center is here to provide you with expert legal support.
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Loandrone, Inc.
● ClosedLoandrone, Inc. is a finance institution located at 400 Spectrum Center Drive in Irvine, California, United States. We specialize in finding the most suitable loan options for our clients by searching through hundreds of loan programs and pricing. Our loan programs and rates are constantly changing, so you may be pleasantly surprised by the options available to you. Our Underwriter reviews your application for program eligibility and conditional approval, while our Processing team collects loan conditions and advances the loan to closing and disbursement of funds. Our goal is to save you money by lowering your monthly payments. Contact us for a no-obligation free consultation to see how we can help with your refinance or purchase loan needs.
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The Legacy Lawyers, P.C.
● ClosedThe Legacy Lawyers, P.C. is a reputable law firm located at 21515 Hawthorne Boulevard in Torrance, California. Our convenient location in the South Bay area of Los Angeles County makes it easily accessible for residents in the metro-area. If this location is not convenient for you, we also have offices in Irvine and Los Angeles. We are dedicated to providing top-notch legal services to clients in Torrance, Irvine, Los Angeles, and all other areas. Contact us to discuss alternate meeting locations to accommodate your needs.
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Cho Law Firm
● ClosedCho Law Firm is a reputable institution located at 4 Park Plaza in Irvine, California, United States. As a dedicated team of lawyers, we specialize in providing personalized estate planning services to address the unique needs of your family. Our expertise includes wills, trusts, powers of attorney, tax planning, and advanced techniques to ensure the protection of your assets. We understand the emotional and financial impact of death on families and loved ones, and we are here to guide you through your fiduciary duties as successor trustees. Whether you are starting a new business or already operating one, we can assist you with the legal questions and decisions that will impact the security of your assets.
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Sternberg Law Group
● OpenSternberg Law Group is a prestigious finance and legal institution located at 2600 Michelson Drive in Irvine, California, United States. With a team of experienced lawyers and financial experts, Sternberg Law Group provides top-notch legal and financial services to its clients. Whether you need assistance with financial planning, estate management, or legal representation, Sternberg Law Group is dedicated to providing high-quality and personalized services to meet your needs. Visit us today to see how we can help you navigate the complex world of finance and law.
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Dreamcatcher Remodeling
● ClosedWelcome to Dreamcatcher Remodeling, your premier general contractor located at 609 Deep Valley Drive, Rolling Hills Estates, California. With a proud legacy of over 25 years and four generations of family ownership, we are dedicated to transforming homes throughout Orange County and the Greater Los Angeles area into beautiful, functional living spaces. From design to construction, we collaborate with homeowners to create stunning remodels that reflect their vision and lifestyle. Our comprehensive range of services includes backyard upgrades, deck installations, room additions, ADU homes, whole home remodels, pool installations, concrete driveways, kitchen remodels, and bathroom remodels. Whether you're dreaming of a serene backyard oasis or a state-of-the-art kitchen, our expert team is here to bring your ideas to life.
609 Deep Valley Drive, Rolling Hills Estates, California 90274, United States -
Sea Monster Loans / C2 Financial Corporation
● ClosedWelcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.
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Citadel Law Corporation
● OpenCitadel Law Corporation, located at 2372 Morse Avenue in Irvine, California, is a trusted institution specializing in estate planning, trust, probate, trust administration, business succession planning, and family law services. With over 30 years of experience, their dedicated team of attorneys is committed to creating unique estate plans tailored to individual objectives and personal values. By working with Citadel Law, clients can achieve peace of mind by preserving privacy, minimizing taxes, avoiding probate, and providing guidance to beneficiaries. To speak with an attorney or ask a question, clients can easily schedule a phone call or online video conference without the need to visit the office. Citadel Law aims to make the estate planning process efficient and pleasant, focusing on achieving client goals in a timely manner. Whether clients require a simple living trust or advanced trustee, probate, or litigation services, Citadel Law has the expertise to meet their needs.
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Select Advisors Institute, LLC
● ClosedSelect Advisors Institute, LLC is a prestigious educational institution located at 5151 California Avenue in Irvine, California, United States. Our institute is dedicated to providing top-notch financial education and training to individuals looking to enhance their skills and knowledge in the field of finance and investment. With a team of experienced professionals and industry experts, we offer comprehensive courses and workshops that are designed to help our students succeed in the competitive world of finance. Whether you are a beginner looking to learn the basics or a seasoned professional seeking advanced training, Select Advisors Institute, LLC is the perfect place to further your career and achieve your financial goals.
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Law Office of Linda K. Frieder
● ClosedThe Law Office of Linda K. Frieder is a reputable legal practice located at 15615 Alton Parkway in Irvine, California. Specializing in various areas of law, attorney Linda K. Frieder provides expert legal services to clients in need of representation and counsel. With a commitment to excellence and a dedication to achieving favorable outcomes for her clients, Linda K. Frieder is a trusted advocate in the legal community. Contact the Law Office of Linda K. Frieder today for all your legal needs.
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Confluence Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedConfluence Wealth Management Group - Ameriprise Financial Services, LLC is a leading finance institution located at 780 Roosevelt in Irvine, California, United States. Specializing in wealth management, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Confluence Wealth Management Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
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OZ Wealth Management
● ClosedOZ Wealth Management, located at 530 Technology Drive in Irvine, California, is a finance institution that specializes in creating active investment strategies across public markets and tailored solutions for individual investors. With over 10 years of experience, our team of experts helps people and businesses build and manage wealth to pursue their financial goals. We provide personalized financial planning proposals to help our clients worry less about the future. As a registered investment firm, we utilize an electronic trading platform for the trade of various financial assets, ensuring that our clients receive the best possible service. Our team operates under the highest fiduciary standards, always putting our clients' interests first. We work closely with our clients to understand their unique situations and help them achieve their financial goals. Our financial advisor, who graduated with a bachelor's degree in Actuarial Science, is dedicated to providing highly personalized service and helping clients make informed, financially sound decisions. Whether you're new to investing or have years of experience, our services support you as your financial needs change over time. We are committed to aligning your portfolio with your principles and priorities, and providing you with investing opportunities that support your goals. Our powerful and secure digital platform makes it easy to transfer funds, view investment performance, and more. OZ Wealth Management is regulated by the California Department of Financial Protection and Innovation, and offers advisory services in states where registered or exempt from registration.
530 Technology Dr Ste 100 Suite 100, Irvine, CA 92618, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
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