Advanced estate planning strategies in Palo Alto, California

The Curtis Group - Morgan Stanley is a finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. As part of the renowned Morgan Stanley brand, The Curtis Group offers a wide range of financial services including investment management, wealth management, and financial planning. With a team of experienced professionals, they strive to provide personalized solutions to help their clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, The Curtis Group - Morgan Stanley is dedicated to providing top-notch financial services tailored to your individual needs.

The Glaze Siddiqi Group - Morgan Stanley is a renowned finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. With a strong reputation for excellence in financial services, The Glaze Siddiqi Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Glaze Siddiqi Group - Morgan Stanley is committed to providing top-notch service and guidance every step of the way.

Bank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.

Montage Group of Silicon Valley - Morgan Stanley is a prestigious finance institution located in Palo Alto, California. Situated at 1400 Page Mill Road, this institution is known for its expertise in wealth management, investment banking, and financial advisory services. With a strong presence in the heart of Silicon Valley, Montage Group of Silicon Valley - Morgan Stanley is a trusted partner for individuals and businesses looking to navigate the complex world of finance. Their team of experienced professionals is dedicated to providing personalized solutions and strategic guidance to help clients achieve their financial goals.

Neil O'Connor - Morgan Stanley is a prestigious finance institution located at 245 Lytton Avenue in Palo Alto, California, United States. With a strong reputation for excellence in the financial industry, Neil O'Connor - Morgan Stanley offers a wide range of financial services to clients in the area. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at Neil O'Connor - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to secure your financial future.

Karen Brosi EA CFP is a reputable accounting and finance institution located at 635 Bryant Street in Palo Alto, California, United States. With a team of highly skilled and experienced professionals, they offer a wide range of services including tax preparation, financial planning, and investment management. Whether you are an individual looking for personal financial advice or a business in need of accounting services, Karen Brosi EA CFP is dedicated to providing top-notch assistance to help you achieve your financial goals.

Welcome 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.