Business legal strategy in Napa, CA
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Rose Law Firm of Napa Valley, Inc.
● OpenRose Law Firm of Napa Valley, Inc. is a prestigious law firm located at 1775 Lincoln Avenue in the heart of Napa, California. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation to their clients. Whether you are in need of assistance with estate planning, business law, real estate transactions, or any other legal matter, the professionals at Rose Law Firm are committed to delivering personalized and effective solutions. With a reputation for excellence and a commitment to client satisfaction, Rose Law Firm of Napa Valley, Inc. is the go-to choice for legal services in the Napa Valley area.
1775 Lincoln Ave STE 101, Napa, CA 94558, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
700 Main St, Napa, CA 94559, United States -
Bank of America Private Client Advisor Jason M Foster
● OpenBank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
90 S E St, Santa Rosa, CA 95404, United States -
Merrill Lynch Financial Advisor Kelly Engel
● OpenMerrill Lynch Financial Advisor Kelly Engel is a finance institution located at 700 Main Street, Napa, California, United States. With a focus on managing your wealth through a deep understanding of your financial situation, Kelly Engel can help create a flexible strategy tailored to your goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, Kelly Engel offers personalized wealth management strategies to help you pursue your financial aspirations. Kelly Engel follows the Merrill tradition of community involvement, volunteering with organizations in the local area. Through Merrill Personal Wealth Analysis™, a personalized plan can be built to center around your goals and aspirations. By utilizing the Investment Personality Assessment, Kelly Engel can gain a deeper understanding of your investing preferences to customize a financial approach that aligns with what matters most to you.
700 Main St, Napa, CA 94559, United States
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