The 30 Best Asset management companies in Truckee, California

6 results found

Sapphire Law Group is a unique law firm located at 111 Woodmere Road in Folsom, California. Our firm prides itself on providing exceptional legal expertise while building personalized relationships with each client. Inspired by the wisdom and protection symbolized by sapphires, our team is committed to serving the communities of Folsom, El Dorado Hills, Granite Bay, Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our experienced attorneys tailor each document to meet the unique needs of our clients, whether they are creating estate plans, forming entities, or managing complex real estate and business assets.

Peter Fuszard - State Farm Insurance Agent is a reputable insurance agency located at 11045 Donner Pass Road in Truckee, California. As a dedicated member of the community, Peter Fuszard is committed to helping individuals, families, and businesses protect their assets and achieve their financial goals. With over 12 years of experience in the industry and multiple financial certifications, Peter offers personalized strategies tailored to meet the unique needs of his clients. In addition to his professional expertise, Peter is actively involved in various community organizations such as Project Mana, Clean up the Lake, and the Sugarpine Foundation. He believes in giving back to the community and making a positive impact in the lives of others.

Northwestern Mutual is a trusted finance and insurance agency located at 10344 Donner Pass Road in Truckee, California, United States. With a commitment to helping clients achieve financial security and peace of mind, Northwestern Mutual offers a range of services including financial planning, investment management, and insurance solutions. Their team of experienced professionals is dedicated to providing personalized guidance and support to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Northwestern Mutual is here to help you every step of the way.

Sapphire Law Group is a unique law firm located at 12242 Business Park Drive in Truckee, California. Our team of experienced attorneys combines personalized relationships with superior legal expertise to provide exceptional service to our clients. Inspired by the wisdom and protection symbolized by the sapphire stone, our firm is committed to serving the communities of Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our attorneys work closely with clients to create tailored estate plans, assist with business formation, contracts, and asset protection, and handle the administration and distribution of estates.

Buchanan Law Group, located at 11025 Pioneer Trail in Truckee, California, offers expert legal and financial services to busy entrepreneurs. Since 2002, our team has been dedicated to protecting business and personal assets, minimizing legal risks, and reducing tax burdens for our clients. With a focus on building lasting relationships, we provide assistance with major business transactions, tax advice, and more. Our services include helping clients assess potential transactions, negotiate terms, and manage financial and legal exposure. We also specialize in creating equity and incentive compensation plans, safeguarding intellectual property, and selecting appropriate legal structures. Additionally, we provide guidance on acquisitions, divestitures, joint ventures, and reorganizations to minimize tax liability and legal risks.

Estate Elements is a reputable law firm located in Truckee, California, specializing in estate planning and probate law. Our experienced team of lawyers provides personalized services to assist clients in managing their assets and ensuring their wishes are carried out effectively. Located at 15826 Donner Pass Road, Estate Elements is dedicated to providing professional and reliable legal counsel to individuals and families in the Truckee area. Contact us today to schedule a consultation and start planning for your future.