Asset management in Santa Clarita, California

Lucas Insurance Services is a trusted insurance agency located at 23929 Valencia Boulevard in Santa Clarita, California. Our experienced team is dedicated to helping individuals and businesses find the best insurance coverage to protect their assets and loved ones. Whether you need auto, home, life, or business insurance, we are here to provide personalized service and competitive rates. Contact us today to discuss your insurance needs and let us help you find the right coverage for your peace of mind.

The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

Global Financial Advisory Services is a finance institution located at 23822 Valencia Boulevard, Santa Clarita, California, United States. Specializing in wealth management, tax services, and business management, we cater to entertainment industry professionals, entrepreneurs, professional athletes, and their families. With a holistic approach to financial planning, we offer guidance and expertise to help you secure a more stable financial future. Our team at Global Tax & Accounting has been serving clients since 1960, providing expert tax preparation services for individuals, corporations, partnerships, trusts, and exempt organizations. As a fee-based registered investment adviser, Global Financial Advisory Services offers financial planning, asset allocation, and investment management for high net worth clients. Visit us for services such as Bill Pay, Wealth 360, Tax Portal, and ShareFile to streamline your financial needs.

Schramm Financial Group is a reputable finance institution located at 27951 Smyth Drive in Santa Clarita, California, United States. Our experienced team of financial experts provides a wide range of services including investment management, retirement planning, estate planning, and financial consulting. With a commitment to personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how Schramm Financial Group can help you reach your financial objectives.

EP Wealth Advisors, located at 27441 Tourney Road in Santa Clarita, California, is dedicated to helping clients achieve their financial goals. As an independent financial advisor, they offer a planning-based approach tailored to each client's unique needs. With a fee-only approach, they provide objective investment recommendations. The team at EP Wealth Advisors includes CFPs, tax and estate professionals, and portfolio managers who work together to create personalized financial plans for clients. They manage changes to investment portfolios and help implement estate, tax, giving, and other plans. Regular portfolio reviews and updates ensure clients stay informed and on track to meet their goals. With a focus on personalized service and deep expertise, EP Wealth Advisors is committed to helping clients focus on what's important to them. They have been recognized as one of the fastest-growing private companies in America and as one of the best places to work in Los Angeles.

Edward Jones - Financial Advisor: Diana Reyes, CEPA®|AAMS™|CRPC™ is a reputable finance institution located at 26701 McBean Parkway in Santa Clarita, California, United States. Diana Reyes is a certified financial advisor with expertise in Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™) designations. With a focus on personalized financial planning and wealth management, Diana Reyes provides tailored solutions to help clients achieve their financial goals. Visit the institution for expert advice and guidance on investments, retirement planning, and overall financial well-being.

Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is a reputable financial institution located at 26701 McBean Parkway in Santa Clarita, California, United States. Martina Vega, a knowledgeable and experienced financial advisor with certifications in AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Martina Vega can provide expert guidance and advice tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is dedicated to helping clients secure their financial future.

Martin & Company | Tax and Wealth Advisors is a leading finance institution located in Santa Clarita, California. Our team of experienced professionals specializes in providing expert tax and wealth advisory services to individuals and businesses. With a commitment to personalized attention and tailored solutions, we work closely with our clients to help them achieve their financial goals. Visit us at 25128 Avenue Tibbitts to learn more about how we can assist you in managing your taxes and growing your wealth.

Global Tax & Accounting, located at 23822 Valencia Boulevard in Santa Clarita, California, is a comprehensive institution offering a wide range of accounting and finance services. With a focus on serving entertainment industry professionals, entrepreneurs, professional athletes, and their families, Global provides integrated tax, accounting, business, and wealth management services. Their holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, offering guidance and expertise to help you achieve a more secure financial future. With over 60 years of experience, Global Tax & Accounting specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. Additionally, their Global Business Management division offers a full spectrum of business and family office services to high net worth individuals, executives, and related entities. Global Financial Advisory Services (GFAS) is a fee-based registered investment adviser that provides financial planning, asset allocation, and investment management services to high net worth clients. Whether you need assistance with bill pay, wealth management, tax portal, or ShareFile services, Global Tax & Accounting is dedicated to helping you achieve your financial goals.

ART Risk Solutions is a leading insurance agency located at 25050 Avenue Kearny in Santa Clarita, California. Our dedicated team of professionals are committed to providing personalized risk management solutions for individuals and businesses alike. With a focus on art and collectibles insurance, we offer comprehensive coverage options to protect your most valuable possessions. Trust ART Risk Solutions to safeguard your assets and provide peace of mind for the future.

Prestige Financial Advisors is a reputable finance and insurance agency located at 27225 Camp Plenty Road in Santa Clarita, California. Our team of experienced advisors is dedicated to providing top-notch financial planning and insurance services to our clients. Whether you are looking to secure your financial future or protect your assets, Prestige Financial Advisors is here to help. Contact us today to schedule a consultation and see how we can assist you in achieving your financial goals.

Companies Incorporated is the world's largest inventory of aged shelf companies, located at 28015 Smyth Drive, Santa Clarita, California. Protect your personal assets from business liability, disputes, lawsuits, and judgments with our powerful tools and products. Grow your business with aged corporations and compliance tools. Our virtual office services provide a mailing address and telephone receptionist services. We offer all the resources you need to start a new business, including incorporating, LLC formation, and more. Choose from our wide selection of aged shelf companies or LLCs, ranging from .5 to 100 years old. Incorporate online in any state, including offshore and Canadian entities. Our complete document package includes all necessary paperwork for your new business.

Morgan Stanley Financial Advisors is a leading finance institution located at 24300 Town Center Drive in Santa Clarita, California, United States. Our team of experienced financial advisors is dedicated to providing personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Morgan Stanley Financial Advisors is committed to helping individuals and businesses navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.

The Hineman Group - Morgan Stanley is a renowned financial institution located at 24300 Town Center Drive in Santa Clarita, California, United States. With a strong reputation for excellence in the finance industry, The Hineman Group offers a wide range of financial services to clients, including investment management, wealth planning, and retirement planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Contact The Hineman Group - Morgan Stanley today to learn more about how they can help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Susan Kakiki is a reputable finance institution located at 23422 1/2 Lyons Avenue in Santa Clarita, California, United States. Susan Kakiki is a dedicated financial advisor who provides personalized investment and wealth management services to her clients. With a focus on long-term financial planning and goal setting, Susan helps individuals and families navigate the complex world of finance to achieve their financial objectives. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Susan Kakiki at Edward Jones is committed to helping you reach your financial goals.

Edward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™ is a trusted financial institution located at 25152 Springfield Court in Santa Clarita, California, United States. Specializing in finance, Chris Vasques is a Certified Exit Planning Advisor and an Accredited Asset Management Specialist. With a focus on providing personalized financial solutions, Chris Vasques helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Edward Jones - Financial Advisor: Chris Vasques, CEPA®|AAMS™ is dedicated to providing expert advice and guidance every step of the way.

Edward Jones - Financial Advisor: Steve Gonzalez, AAMS™ is a reputable finance institution located at 25350 Magic Mountain Parkway in Santa Clarita, California, United States. Steve Gonzalez, an Accredited Asset Management Specialist, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Steve offers a comprehensive range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Steve Gonzalez, AAMS™ is committed to helping you secure your financial future.