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TOP 30 Advanced financial planning in California
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Accufrate
Accufrate is a reputable institution located at 25060 Avenue Stanford in Santa Clarita, California, United States. Specializing in accurate and reliable financial services, Accufrate prides itself on providing top-notch solutions for individuals and businesses alike. With a team of experienced professionals and a commitment to excellence, Accufrate is dedicated to helping clients achieve their financial goals efficiently and effectively. Whether you need help with tax preparation, accounting, or financial planning, Accufrate is the go-to institution for all your financial needs. Visit us today and experience the difference that Accufrate can make in your financial future.
Biddle Law | Alexander M. Biddle Esq.
Biddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
Teodoro Wealth Management
Teodoro Wealth Management is a leading finance and insurance agency located at 265 Miller Avenue in Mill Valley, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teodoro Wealth Management is here to help. Contact us today to schedule a consultation and learn more about how we can help you achieve financial success.
American Brokerage Network
American Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
Transamerica Agency Network
The Transamerica Agency Network is an insurance agency located at 2200 Powell Street in Emeryville, California. As part of the Transamerica Corporation, our agency offers a wide range of insurance products and services to protect our clients' financial well-being. Our team of experienced agents is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your future. Contact us today to learn more about how we can assist you in achieving your financial goals.
Pleyte Marla A
Pleyte Marla A is a law firm located at 501 San Benito Street in Hollister, California, United States. Specializing in estate planning and administration services, the firm offers clients a comprehensive package that includes a trust, will, financial power of attorney, and advanced healthcare directive. In addition, they provide assistance with managing the affairs of loved ones after incapacity or death through their administration and probate services. With a focus on family law matters, Pleyte Marla A has experience in settling and litigating cases related to divorce, property division, spousal support, child support, and child custody. They also offer services for drafting premarital and postnuptial agreements to formalize agreements made before and after marriage.
Friedlander Cherwon Capper
Friedlander Cherwon Capper is a boutique CPA firm located in Marin County, California. Our dedicated partners are committed to providing each client with a personalized and unique experience. With years of advanced training, ongoing education, cutting-edge technology, and strong business relationships, we stand out from chain financial planning firms. Our range of services includes tax planning and compliance for corporations, individuals, and partnerships, audits, business consulting, and more. We specialize in offering tailored advice to closely-held businesses, affluent individuals and families, trusts, and estates. We advocate proactively and creatively for our clients' financial and tax well-being, collaborating with their team of professionals because we genuinely care about their success.
CIO Solutions
CIO Solutions is a leading managed IT provider located at 150 South Street in San Luis Obispo, California. We serve businesses in Santa Barbara, Ventura, Fresno, and San Luis Obispo, offering the expertise and support needed to manage and advance their technology. Our mission is to provide innovative solutions, expert guidance, and complete IT managed services to help businesses overcome their biggest technology challenges. With offices in multiple locations, including Santa Barbara, Fresno, and San Luis Obispo, we are dedicated to putting your business in the best position to succeed in today's competitive environment. Our support department is focused on resolving issues efficiently, with dedicated teams for reactive, planning, and implementation functions. Contact us today to experience the difference that strategic, supported business technology can make for your organization.
Point Sur Advisors
Point Sur Advisors is a reputable finance and insurance agency located at 524 East Branch Street in Arroyo Grande, California, United States. With a team of experienced professionals, Point Sur Advisors offers a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, Point Sur Advisors is dedicated to providing top-notch services tailored to your specific needs. Trust in Point Sur Advisors to help you navigate the complex world of finance and insurance with confidence and peace of mind.
Citizens Business Bank
Citizens Business Bank is a trusted financial institution located at 275 Main Street in El Segundo, California, United States. As a full-service bank, we offer a wide range of financial services including personal and business banking, loans, investments, and more. Our convenient ATM services make accessing your funds easy and convenient. Visit us today to experience top-notch customer service and expert financial advice.
Law Offices of Mark E. Swatik, Esq., MBA
The Law Offices of Mark E. Swatik, Esq., MBA is a distinguished institution located at 2377 Crenshaw Boulevard in Torrance, California. Mark Swatik is a Certified Legal Specialist in Estate Planning, Trust and Probate law, with accolades such as the Super Lawyers distinction and the highest AV Preeminent Rating in Legal Ability and Ethical Standards. He has been voted as the Best Living Trust Attorney and Best Estate Planning, Trust and Probate Attorney in various community awards. Mr. Swatik's practice includes Estate Planning, Revocable and Irrevocable Trusts, Probate, Trust Administration, advanced tax planning, Asset Protection, Special Needs planning, Elder law, and civil litigation. He collaborates with financial advisors and CPA’s to draft complex irrevocable trusts. With a background in law enforcement, Mr. Swatik brings a unique perspective to his legal practice.
Phlebotomy Training Specialists
Phlebotomy Training Specialists is a reputable institution located at 27285 Las Ramblas, Mission Viejo, California, United States. Our program is approved by the Bureau for Private Postsecondary Education (BPPE) and the California Department of Public Health (CDPH), making our graduates eligible to work in California and across the nation. We offer simple and transparent payment plans, with all costs included from registration to exam and certification. The deposit is non-refundable after the three-day cancellation period, but we provide various payment options to suit each student's unique circumstances. Only the deposit is required to secure your seat in class, with full tuition due by the halfway point of the program.
GQ Law
GQ Law is a financial solutions attorney institution located at 12396 World Trade Drive in San Diego, California. Specializing in estate planning, Wills and Trusts, and Tax Problem Solving for over 30 years, GQ Law is your premier California law firm for all your legal needs related to Estate Planning, Tax, Bankruptcy, and Small Business. Serving clients in San Diego County and Southern California, the San Diego office is conveniently located off the I-15 at Camino del Norte. The GQ Law Estate Planning Team offers comprehensive services including Wills, Trusts, Powers of Attorney, Guardian Designation, Health Care Directives, and more. Estate Administration and Probate services are also available. Tune in to hear Gary Quackenbush on the “Word on Wealth” radio show every weekday at 2:00 pm on KCBQ – AM 1170 & FM 96.1 & TheAnswerSanDiego.com. With a dedicated team focused on providing top-quality service at reasonable fees, GQ Law is here to help you with all your legal needs. Thank you for choosing GQ Law, we look forward to seeing you in our office soon.
Worrall Law
Worrall Law is a reputable institution located at 310 South Twin Oaks Valley Road in San Marcos, California, United States. Specializing in business matters and estate planning, Attorney Jay Worrall leads the practice with his extensive legal experience. Graduating from law school in 2003 and passing the California Bar the same year, Mr. Worrall has a strong background working for the court and clerking for a judge. With a focus on assisting small business owners with various issues such as business formation, contract review, and pricing concerns, Worrall Law also offers services in estate planning. Mr. Worrall has helped numerous clients create trusts, wills, powers of attorney, and advance health care directives to ensure their personal and business affairs are in order.
National University
National University, located in San Diego, California, is a Veteran-founded nonprofit institution dedicated to providing accessible and achievable higher education to adult learners since 1971. With over 230,000 alumni worldwide, National University offers customized education plans, adaptive instruction, holistic student support, and competency-based credentialing to help students stay on track and achieve their academic goals. The university offers flexible 4-week courses both online and on-site, allowing students to balance family, work, and school. National University is one of the largest nonprofit universities in the U.S. and is accredited by WSCUC. The university also houses the Cause Research Institute (CRI), a research hub that helps scholars tackle critical challenges in their communities.
Law Office of Theresa Carter Geoffroy
The Law Office of Theresa Carter Geoffroy, located at 9401 East Stockton Boulevard in Elk Grove, California, is dedicated to helping families and individuals in Northern California preserve their generational wealth and create lasting legacies. Specializing in estate planning, estate administration, business succession planning, and pre-nuptial and post-nuptial agreements, our firm is committed to providing clients with peace of mind by ensuring clear instructions for their loved ones. We offer flexible scheduling, including home consultations, evening, and weekend appointments, to accommodate our clients' needs. Our top priority is to provide informed, enforceable, and strategic plans for preserving financial and healthcare decisions. With advanced technology and personalized estate plans, we tailor our approach to fit each client's unique circumstances. Our affordable Estate Planning packages are designed to fit most budgets, and our quality of work is second to none. Clients have praised Theresa for her clear explanations, prompt responses, professional demeanor, and genuine care. Whether updating assets into a trust or creating a comprehensive estate plan, Theresa's flexible, knowledgeable, and personable approach ensures a positive experience for all clients.
CunninghamLegal
CunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more. Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.
Loan Till Payday Online
Loan Till Payday Online is a finance institution located at 283 North McDowell Boulevard, Petaluma, California, United States. Our secure online form takes just a few minutes to complete, offering a convenient way for individuals facing financial difficulties to seek assistance. By submitting your information through our website, you may be connected with financial service providers who can help with your financial needs. Please note that we are not a lender or agent, and do not engage in lender-related activities. Our services are administrative only and are offered free of charge. Our lenders offer loans with an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. When a lender offers you a loan, they are required by law to provide all fees and rate information. Please read and understand the terms of any loan offered to you. By submitting your information, you authorize us to do a credit check and share your information with our network of lenders and service providers.
National University
National University, located in Camarillo, California, is a school and university founded by veterans in 1971. With a mission to provide accessible higher education to adult learners, National University has educated students from all over the United States and around the world, boasting over 230,000 alumni globally. The institution offers customized education plans with adaptive instruction, holistic student support, and competency-based credentialing to help students achieve their academic goals. National University stands out as one of the largest nonprofit universities in the U.S., offering career-focused programs designed to make a positive impact in various fields. The university is accredited by WSCUC and provides a unique opportunity for faculty and students to engage in research through the Cause Research Institute (CRI), focusing on solving complex challenges in communities.
Phlebotomy Training Specialists
Phlebotomy Training Specialists is a reputable institution located at 3610 Central Avenue in Riverside, California. Our program is approved by the Bureau for Private Postsecondary Education (BPPE) and the California Department of Public Health (CDPH), ensuring high-quality education and training for our students. Graduates of our program are eligible to work in California and any other state in the Nation. At Phlebotomy Training Specialists, we offer the best payment plans that are simple and transparent. Our costs are "all-in," covering everything from registration to exam and certification. We understand that each student has unique financial circumstances, which is why we offer several payment options to suit your needs.
Institute of Healthcare, Inc.
The Institute of Healthcare, Inc. is a leading provider of Emergency Medical Technician training in North County, located in Oceanside, California. As a part of the MiraCosta Community College system, we offer a comprehensive EMT training program with small class sizes and experienced instructors. Our next training programs will begin on April 20, 2024, providing opportunities for future healthcare professionals in various fields such as medicine, nursing, and paramedics. We are accredited by the Accrediting Commission for Community and Junior Colleges (ACCJC) and approved by the Local Emergency Medical Services Agency of San Diego (LEMSA). Our goal is to provide students with the skills and confidence needed to succeed in the EMS industry and make a positive impact in the community.
Law Office of Jerry L. Hansen, Esq
The Law Office of Jerry L. Hansen, Esq. is a finance and lawyer institution located at 2244 Faraday Avenue in Carlsbad, California, United States. Specializing in Estate Planning and Elder Law, Jerry Hansen offers affordable legal services to help clients with Advance Healthcare Directives, Powers of Attorney, Wills, Trusts, Probate, and Elder Law issues such as Financial Elder Abuse, Medi-Cal Planning, and Veterans Benefits. Planning for emergencies, incapacitation, and death is crucial for every adult and family, and the team at this institution can assist in determining the necessary components of an Estate Plan for both present and future needs. With a focus on providing timely and responsive assistance, the Law Office of Jerry L. Hansen, Esq. is dedicated to helping singles and families navigate the complex legal landscape.
Express Cash Flow
Express Cash Flow is a finance institution located at 333 Marine Avenue in Newport Beach, California, United States. We specialize in helping real estate professionals grow their business by providing them with cash today. With a quick decision process and funding available in as fast as 1 hour, we offer a fast and simple commission advance tailored to your specific needs. Our risk-based pricing plan allows us to offer more competitive rates, with up to 75% of your commission available with a custom fee. Our rates are up to 30% lower than the competition, making us a trusted choice for real estate professionals nationwide.
Loan Till Payday Online
Loan Till Payday Online is a finance institution located at 8048 Atlantic Avenue, Cudahy, California, United States. The institution offers a secure online form that can be completed in just a few minutes. It is important to note that individuals facing financial difficulties should seek professional financial advice before applying for a loan. The website uses Site Visit Recordation Technology to track site visits, and by submitting information, users consent to this technology. The institution is not a lender but connects individuals with financial service providers who may be able to assist with their financial needs. This service is offered free of charge, with lenders paying a fee to be connected to consumers.
Loan Till Payday Online
Loan Till Payday Online is a finance institution located at 400 2nd Street, Woodland, California, United States. Our secure online form takes only a few minutes to complete, providing you with access to financial service providers who can assist with your financial needs. We do not take loan applications or engage in lender-related activities, but instead connect you with lenders who can help. Our services are administrative and free of charge, with lenders paying a fee to be connected to consumers. You may have the option to be connected to a tribal lending enterprise, subject to tribal and federal laws. By submitting your information, you authorize a credit check and the sharing of your information with lenders. Our lenders offer loans with an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. When a lender offers you a loan, they are required to provide all fee and rate information, as well as terms for late payments and refinancing. Loan terms are determined by the lender based on their policies and applicable law.
Montero Corporate Services
Montero Corporate Services is a reputable institution located at 1241 Knollwood Circle in Cambria, California, United States. We specialize in providing comprehensive corporate services to businesses of all sizes, including incorporation, compliance, and consulting services. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of running a successful business. With a commitment to excellence and a client-focused approach, Montero Corporate Services is the go-to choice for all your corporate needs. Contact us today to learn more about how we can help your business thrive.
Southern California Institute Wealth Strategies Education & Advisor Resources
Southern California Institute Wealth Strategies Education & Advisor Resources is a premier institution located in San Diego, California. We provide top-notch education and resources for individuals seeking to enhance their knowledge and skills in wealth management and financial planning. Our experienced advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. Join us at 10251 Vista Sorrento Parkway and let us guide you towards financial success.
Institute of Business & Finance
The Institute of Business & Finance, located at 2701 Midway Drive in San Diego, California, is a renowned institution specializing in finance education. With a focus on providing top-notch training and resources to individuals looking to excel in the world of finance, the institute offers a wide range of courses and programs designed to prepare students for successful careers in the financial industry. With experienced faculty members and a commitment to excellence, the Institute of Business & Finance is a premier destination for those seeking to enhance their knowledge and skills in the field of finance.
Cho Law Firm
Cho 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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