TOP 30 Best Asset protection planning in Santa Cruz, California

MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.

Chris Buich - State Farm Insurance Agent is a reputable insurance agency located at 559 East Alisal Street in Salinas, California, United States. Specializing in life insurance, with a strong focus on auto insurance, Chris Buich is dedicated to helping clients create realistic plans to secure a stable financial future. With a Bachelor's degree from the University of California at Santa Barbara and a commitment to exceptional service, Chris has received numerous accolades for his dedication and success in the industry. As a leading expert in home insurance, Chris can help both homeowners and renters find the perfect coverage to protect their most valuable asset. Licensed to offer a range of insurance services, including auto, motorcycles, RV's, pet insurance, Medigap, and life insurance, Chris serves clients in the greater Santa Cruz County and Monterey County area.

Farmers Insurance - Ted Herzon is a reputable insurance agency located at 406 Mission Street in Santa Cruz, California, United States. With a strong commitment to protecting individuals and businesses with quality insurance products, Farmers Insurance - Ted Herzon offers a wide range of coverage options to meet the diverse needs of their clients. Whether you are looking for auto, home, life, or business insurance, their experienced agents are dedicated to providing personalized service and tailored solutions to ensure you have the coverage you need. Trust Farmers Insurance - Ted Herzon to safeguard your assets and provide peace of mind for the future.

HarborLight Investments is a finance institution located at 180 7th Avenue in the picturesque coastal city of Santa Cruz, California, United States. With a focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals and secure their futures. Our team of experienced professionals offers personalized advice and guidance to ensure that each client receives the best possible investment strategy tailored to their individual needs. Whether you are a seasoned investor or just starting out, HarborLight Investments is committed to helping you navigate the complex world of finance with confidence and success.

Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.

The MacLellan Law Firm, located at 5589 Winfield Boulevard in San Jose, California, is your go-to destination for estate, trust, and family legal matters in Northern California. With nearly a decade of experience, attorney Mary E. MacLellan provides prompt and effective communication with clients, offering personalized attention and a focus on service. From estate planning to trust administration, conservatorship or guardianship matters, and navigating the legal system, Mary E. MacLellan works one-on-one with clients to ensure informed decision-making. Testimonials from satisfied clients highlight Mary's expertise in Santa Clara Probate courts, her availability to answer questions, clear explanations of legal processes, and fair pricing. Serving clients in Santa Clara, San Mateo, San Benito, Santa Cruz, and Monterey Counties, the MacLellan Law Firm is dedicated to providing top-notch legal services for all your estate, trust, and family law needs.

Ottone & Leach LLP is a reputable law firm located at 1418 South Main Street in Salinas, California. Our experienced attorneys provide a wide range of legal services to clients, including major regional businesses, small family-owned companies, public districts, nonprofit organizations, and families. We specialize in agricultural business, family-owned companies, estate planning, and tax planning. Our firm serves clients in Monterey, San Benito, Santa Cruz Counties, and beyond. We have a strong reputation for delivering exceptional legal counsel in key practice areas and other business and legal matters affecting local and regional organizations. Our attorneys have extensive experience advising clients in the agricultural industry, particularly in the Salad Bowl of the World region.

The Law Offices of John C. Martin, P.C. is a trusted institution located at 636 Middlefield Road in Palo Alto, California. Led by John C. Martin, Esq., who is certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California’s Board of Legal Specialization, our firm offers expert guidance in various areas of estate planning. Whether you need assistance with establishing living trusts, transferring wealth to the next generation, protecting beneficiaries, or handling trust and estate litigation matters, we are here to help. Our diverse clientele includes families, married couples, business owners, individuals with charitable goals, high risk professionals, and more. From our convenient location in Palo Alto, we serve clients throughout the Silicon Valley and San Francisco Bay Area. In addition, we regularly provide updates and insights on estate planning in the Silicon Valley Estate Planning Journal.

JR Financial & Insurance Services is a reputable finance institution located at 2005 De La Cruz Boulevard in Santa Clara, California. With a strong focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, insurance coverage, or any other financial needs, our experts are here to provide personalized guidance and support. Visit us today and let us help you secure a stable financial future.

Alves Tax and Financial Services Inc is a finance institution located at 325 Soquel Avenue in Santa Cruz, California, United States. With a background as a retired IRS agent, Mary Alves offers expert advice and solutions to help individuals facing tax debt and IRS issues. With a focus on protecting families and assets, Mary can help stop tax liens, wage garnishment, late penalties, and levies with delinquent payroll taxes. She provides free confidential consultations and prides herself on her knowledge of tax laws and her ability to navigate through audits and collection matters with government bodies. Clients have praised Mary for her excellent knowledge, timely preparation of taxes, and personable nature. With appointments available in Santa Cruz and San Jose, Mary guarantees the best service in the business. Stop the anxiety and get help facing the IRS today with Alves Tax and Financial Services Inc.

Michelle Adams: Allstate Insurance is a reputable insurance agency located at 3140 De La Cruz Boulevard in Santa Clara, California. As a trusted Allstate provider, the agency offers a wide range of insurance products and services to meet the needs of individuals, families, and businesses. With a commitment to excellent customer service and personalized insurance solutions, Michelle Adams and her team strive to help clients protect what matters most to them. Whether you're looking for auto, home, life, or business insurance, Michelle Adams: Allstate Insurance is here to provide you with peace of mind and financial security. Contact them today to learn more about their offerings and how they can help you protect your assets.

Fidelity Investments is a renowned finance institution located at 434 North Santa Cruz Avenue in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and financial planning solutions to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and personalized advice to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest for retirement, save for a major purchase, or grow your wealth, Fidelity Investments is committed to helping you succeed.

Clarion Pacific Insurance Services is a reputable insurance agency located at 2035 North Pacific Avenue in Santa Cruz, California. As a trusted provider of insurance solutions, we offer a wide range of coverage options to meet the needs of our clients. Our experienced agents are committed to providing personalized service and helping customers find the best policies to protect their assets. Whether you are looking for auto, home, health, or life insurance, Clarion Pacific Insurance Services is here to help. Contact us today to discuss your insurance needs and receive a free quote.

Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States. Specializing in comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Marshall Wealth Management Group provides tailored solutions to meet the unique needs of each individual client. Trust us to guide you towards financial success and peace of mind.

Holman Law, formerly known as the Holman Kaye Law Group, is a trusted institution located at 873 Santa Cruz Avenue in Menlo Park, California. Specializing in accounting, finance, and legal services, Holman Law is dedicated to providing comprehensive estate planning and administration services to clients in the most tax-effective manner possible. With a focus on developing family and wealth protection plans, Holman Law has assisted numerous clients in achieving their personal goals. Whether a client's needs are basic or complex, the team at Holman Law works closely with individuals to understand their goals and craft a suitable plan to carry out their wishes.

Kathleen Lawler Bodmer, Attorney at Law, PC, located at 655 Capitola Road in Santa Cruz, California, is a trusted legal institution specializing in estate planning, trust administration, and business transactions. With over twenty years of experience, Kathleen provides professional and timely solutions to individuals, families, and businesses throughout the Monterey to San Francisco area. From probate avoidance to advanced tax planning, Kathleen works closely with her clients to address their unique needs and desires. With offices in Santa Cruz and Los Gatos, Kathleen Lawler Bodmer offers a wide range of services for all stages of life, ensuring that her clients receive comprehensive legal counsel for both personal and business matters.

James Gahagan - Prudential Financial is a reputable finance and insurance agency located at 590 Pineridge Road in Santa Cruz, California, United States. With a focus on providing top-notch financial services and insurance products, our team of experts is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, we are here to provide personalized solutions tailored to your needs. Trust James Gahagan - Prudential Financial to guide you towards a secure financial future.

Secure Legacy Law Group is a reputable law firm located in the heart of Los Gatos, California. Our team of experienced lawyers specializes in estate planning, probate, and trust administration, ensuring that your assets are protected and your wishes are carried out. We pride ourselves on providing personalized and comprehensive legal services to our clients, helping them secure their legacy for future generations. Contact us today at 250 North Santa Cruz Avenue to schedule a consultation and start planning for the future.

U.S. Bancorp Investments - Financial Advisors: Ronald Clement is a finance institution located at 620 Santa Cruz Avenue in Menlo Park, California, United States. Our team of experienced financial advisors, led by Ronald Clement, is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a brighter financial future.

U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.

U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your financial future.

WI Investment Advisory Group, LLC is a reputable finance institution located at 1535 Seabright Avenue in Santa Cruz, California, United States. With a team of experienced financial advisors, they provide personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, WI Investment Advisory Group, LLC is dedicated to providing expert guidance and support every step of the way. Trustworthy and reliable, they are committed to helping clients make informed decisions and secure their financial future.

Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.

Jim Bargetto Wealth Advisor at Morgan Stanley is a leading financial institution located at 6004 La Madrona Drive in Santa Cruz, California. With a focus on providing personalized wealth management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, we offer tailored solutions to meet your needs. Trust in Jim Bargetto Wealth Advisor at Morgan Stanley for expert guidance and exceptional service in the world of finance.

James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.

Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals. With a team of experienced professionals, Allworth Financial offers personalized financial planning, investment management, retirement planning, and estate planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Allworth Financial can help you navigate the complexities of the financial world and make informed decisions for a secure financial future.

Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.

Wynn Capital Management is a leading finance institution located at 101 Cooper Street in Santa Cruz, California, United States. Specializing in investment management and financial planning services, Wynn Capital Management is dedicated to helping clients achieve their financial goals and secure their financial futures. With a team of experienced professionals and a commitment to excellence, Wynn Capital Management provides personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Wynn Capital Management is here to help you every step of the way.

Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California. With a focus on providing personalized financial solutions, Springwater Wealth Management, LLC offers a range of services including investment management, retirement planning, estate planning, and tax optimization. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Springwater Wealth Management, LLC is committed to providing expert guidance and tailored strategies to meet your individual needs.

Tristan Kass - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a strong reputation for excellence in financial services, Tristan Kass - Morgan Stanley offers a wide range of investment and wealth management solutions to clients in the Santa Cruz area and beyond. The knowledgeable team at Tristan Kass - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Tristan Kass - Morgan Stanley is committed to providing personalized and professional financial advice tailored to your individual needs.