TOP 30 Best California estate planning in City of Industry, California
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Brad Sund - State Farm Insurance Agent
Brad Sund - State Farm Insurance Agent is a reputable insurance agency located at 1527 West Lewis Street in San Diego, California. Specializing in servicing Mission Hills, Hillcrest, and Downtown areas of San Diego, Brad Sund and his team at SUNDiego Insurance are dedicated to helping individuals and families create comprehensive insurance plans to protect them in case of unexpected events such as auto accidents, house fires, or the loss of a loved one. With over 20 years of experience in the industry, Brad Sund is a knowledgeable expert who prioritizes customer satisfaction and excellence in all aspects of his business. The agency offers a wide range of insurance products and services, including auto, home, life, and financial services. Brad's team of experienced professionals, including Katie, James, and Madeline, are committed to providing top-notch service and building strong relationships with clients. Whether you need assistance with commercial insurance, life insurance, or financial planning, the team at SUNDiego State Farm is here to help.
Steven Wang - State Farm Insurance Agent
Located at 15333 Culver Drive in Irvine, California, the Steven Wang - State Farm Insurance Agency is a vibrant and passionate institution serving the Irvine, Lake Forest, and surrounding Orange County communities. As a second-generation State Farm Agent, Steven Wang has been providing exceptional Insurance and Financial Services since 2001, ranking among the top 50 State Farm Agencies nationwide. With a Bachelor of Arts in Business Administration Management from California State University Fullerton, Steven is dedicated to helping customers achieve their financial goals. The agency's team is highly skilled and trained, fluent in Mandarin Chinese, Cantonese, Taiwanese, and English to ensure exceptional service. They offer a range of insurance options from Car Insurance to Life Insurance and Financial Services for local families, small businesses, and large corporations. The agency's mission is to provide exceptional customer service and be the preferred choice for Auto Insurance, Life Insurance, and Financial Services in Irvine and Lake Forest.
Caesar Ding - State Farm Insurance Agent
Welcome to Caesar Ding State Farm Insurance Agent, located at 13831 Roswell Avenue in Chino, California. Our office is conveniently situated across the street from Kaiser Hospital off the 71 Freeway on Grand/Edison. We are proud to announce that we are now licensed in Arizona, California, and Oregon. At Caesar Ding State Farm, we believe that life insurance is love insurance. Is your family protected? We also offer pet insurance for your furry companions. When you call our office, you will always speak to a real person who is eager to assist you. Our dedicated team is here to provide you with quality products and services, including car insurance, homeowners insurance, renter's insurance, life insurance, business insurance, and financial services.
Aguayo Insurance, Registration & Tax Services
Aguayo Insurance, Registration & Tax Services is a finance, insurance agency, and local government office located at 243 North Sanderson Avenue in Hemet, California. As an Independent Insurance Agency, we offer quick online quotes from some of the best companies in the industry. Serving the Moreno Valley and Hemet areas, our dedicated team of experts work together to address all your insurance needs. We provide a range of Personal Insurance coverages including Auto, Homeowners, Life, Motorcycle, and Boat insurance. For businesses, we offer Business Owners Policy, General Liability, Commercial Auto, Workers Compensation, and Bonds. Contact us to start saving money on your insurance costs in California.
Rounds & Sutter LLP
Rounds & Sutter LLP is a team of skilled and experienced lawyers located at 674 County Square Drive in Ventura, California. With over 25 years of combined experience, our attorneys provide professional and trustworthy legal representation in various areas of law. We specialize in bankruptcy and debt resolution, auto shop defense, consumer advocacy, business law, real estate, employment law, estate planning, and personal injury cases. Our firm is dedicated to helping individuals and businesses in Ventura, Santa Barbara, and Westlake Village navigate their legal challenges with confidence. Whether you are facing overwhelming debt, business disputes, consumer fraud, employment issues, or personal injury claims, our team is here to provide you with the peace of mind you deserve.
Cottage Creek Vineyards
Cottage Creek Vineyards is a charming institution located at 12537 Watsonville Road in Morgan Hill, California. This unique establishment offers a combination of food, lodging, real estate services, and a travel agency all in one convenient location. Guests can enjoy delicious meals made with locally sourced ingredients, cozy accommodations surrounded by picturesque vineyards, expert guidance on buying or selling real estate in the area, and assistance in planning unforgettable travel experiences. Cottage Creek Vineyards is the perfect destination for those looking for a multi-faceted and memorable stay in the heart of California wine country.
Eddie Sandoval - State Farm Insurance Agent
Eddie Sandoval - State Farm Insurance Agent is a reputable insurance agency located at 825 Gravenstein Highway North, Sebastopol, California, United States. With 26 years of experience in the insurance industry, Eddie Sandoval is deeply rooted in the Sonoma County community and committed to serving its residents. Specializing in Auto, Home, Life, and Business insurance, the agency caters to the specific needs of individuals and families in Sonoma County. The office is conveniently located in Sebastopol/West County, serving surrounding areas such as Rohnert Park, Cotati, Petaluma, Windsor, Healdsburg, and Santa Rosa. Eddie Sandoval is actively involved in the community and supports local organizations, including being a member of the Sonoma County Hispanic Chamber of Commerce.
Stan Tolesnikov - State Farm Insurance Agent
Stan Tolesnikov - State Farm Insurance Agent is a premier insurance agency located at 2615 Manhattan Beach Boulevard in Redondo Beach, California. With over 12 years of experience in the industry, Stan Tolesnikov and his team of 11 dedicated professionals are committed to providing exceptional coverage and personalized service to their esteemed customers. Specializing in serving the unique needs of affluent individuals and businesses, the agency offers a wide range of insurance products to protect luxury properties, high-value possessions, high-performance vehicles, and more. From life and disability insurance to risk management and expert recommendations, Stan Tolesnikov's agency is dedicated to safeguarding what matters most to their customers. With a focus on confidentiality, discretion, and professionalism, the agency ensures the privacy concerns of their affluent clientele are always respected. For expert advice on insurance solutions tailored to your specific needs, visit Stan Tolesnikov - State Farm Insurance Agent today.
George Ottoson - State Farm Insurance Agent
George Ottoson - State Farm Insurance Agent is an insurance agency located at 140 North Walnut Avenue in San Dimas, California. The agency is easily accessible from the 57 Freeway, just take the Arrow exit and head straight onto Bonita, passing Old Town. The agency, run by George Ottoson, has been serving the community since 2011 and offers a range of insurance services including auto, home, health, and life insurance. George Ottoson is a seasoned insurance professional with 32 years of experience in the industry. He is a graduate of Cal State Fullerton and The Wharton School Business Retirement Planning/Lump Sum Distribution. In addition to being a State Farm agent, George is a husband, father, and Gulf War Veteran. He is actively involved in the community and serves as the Vice President of the Board for the Azusa Police Foundation.
PHP Agency, Inc - Chula Vista CA - Team TSR
PHP Agency, Inc - Chula Vista CA - Team TSR is an insurance agency located at 555 Broadway in Chula Vista, California, United States. As a tech-enabled life insurance marketing organization, PHP Agency offers a comprehensive platform, training, and support to help insurance agents succeed in the industry. The institution's mission is to provide financial education to underserved communities in America and protect their families' legacies through life insurance products. Agents have the opportunity to earn income and build a part-time or full-time business for financial freedom. Diversity, Equity, and Inclusion are core values, ensuring equal opportunity for success as a licensed life insurance agent regardless of background, education, or experience. PHP Agency also offers informative resources on the importance of life insurance, such as "All Treats, No Tricks: 5 Reasons to Get Life Insurance" and "How to Build Financial Stability with Life Insurance." Self-employed or small business owners are encouraged to consider life insurance as a crucial aspect of financial planning.
Guild Mortgage - Kristina Bailey
Guild Mortgage - Kristina Bailey is a finance institution located at 2050 Peabody Road, Vacaville, California, United States. Kristina Bailey has over 20 years of experience in the mortgage industry and is dedicated to helping clients achieve their dream of homeownership. She is passionate about educating clients on their mortgage options and finding affordable solutions. Kristina communicates effectively and keeps clients informed throughout the process. She works with a team of specialists to provide financing options for various situations, from down payment assistance programs to jumbo loans. Guild Mortgage Company is an Equal Housing Opportunity lender and is licensed in multiple states. Kristina Bailey is committed to providing exceptional service and helping clients navigate the mortgage process with confidence.
Jasama Patel Senior Mortgage Consultant NMLS 1418124
Jasama Patel Senior Mortgage Consultant NMLS 1418124 is a reputable financial institution located at 6020 Hellyer Avenue, San Jose, California, United States. Specializing in mortgage consulting, they provide expert guidance and assistance to clients looking to secure financing for their homes. With a strong track record of success and a commitment to customer satisfaction, Jasama Patel Senior Mortgage Consultant is a trusted partner for individuals navigating the complexities of the mortgage process.
Global Mortgage
Global Mortgage is a finance institution located at 17760 Monterey Street in Morgan Hill, California. We specialize in providing assistance for all your California mortgage needs, whether you are consolidating debt, refinancing your home, or purchasing your first house. With better rates, terms, and lower fees than other types of loans, we can help you save money and make the process fast and enjoyable. Our team is dedicated to providing quality customer service and putting your needs first. You can apply online today to take advantage of our expertise in the residential lending industry. We offer a variety of loan programs, including Purchase, Refinance, and Specialized Loans. If you want to learn more about the mortgage process, check out our helpful videos on our website. Let Global Mortgage help you achieve your homeownership goals.
Aaron Davila, Mobile Notary & Apostille Services (Traveling Appointments Only)
Aaron Davila, Mobile Notary & Apostille Services offers top-notch notary services for clients throughout Southern California. Located in Orange, California, Aaron is a licensed and bonded Notary Public with a background in banking, finance, and real estate. With nearly a decade of experience notarizing estate planning documents, Aaron is a trusted partner to estate planning professionals in the area. He is known for his professionalism, efficiency, and dedication to providing outstanding customer service. Aaron is flexible and accommodating, willing to travel to various locations for appointments, including businesses, residences, and hospitals. In addition to his notary services, Aaron enjoys an active personal life with his family and pets. As an avid sports fan, he enjoys watching European soccer league matches and staying fit through running. Clients rave about Aaron's reliability, professionalism, and competitive pricing. Whether you need documents notarized at your home, office, or any other location, Aaron Davila is the go-to professional for all your notary needs. Contact him today to experience his exceptional service firsthand.
All Notary work
All Notary Work is a trusted institution located at 18908 Canyon Hill Drive in Lake Forest, California. Specializing in finance, our experienced team provides a wide range of notary services to meet your needs. Whether you require notarization for legal documents, real estate transactions, or other financial matters, we are here to assist you with professionalism and efficiency. Visit us at our convenient location to get your documents notarized with ease and peace of mind.
Julio Sandoval Mortgage Advisor
Julio Sandoval Mortgage Advisor is a trusted financial institution located at 4401 Atlantic Avenue in Long Beach, California, United States. Specializing in mortgage advising, Julio Sandoval and his team provide expert guidance and personalized solutions to help clients navigate the complex world of home loans. With a commitment to excellent customer service and a deep understanding of the local real estate market, Julio Sandoval Mortgage Advisor is the go-to destination for individuals looking to secure the best mortgage options for their needs. Whether you are a first-time homebuyer or a seasoned investor, Julio Sandoval Mortgage Advisor is dedicated to helping you achieve your financial goals.
Kristin Cooper -Certified Mortgage Planner & Divorce Specialist
Kristin Cooper - Certified Mortgage Planner & Divorce Specialist is a finance institution located at 6085 Douglas Boulevard, Granite Bay, California, United States. The institution specializes in simplifying the mortgage financing process for clients looking to buy their dream home, offering personalized loan options that save time and money. As a Certified Mortgage Planning Specialist, Kristin is dedicated to helping clients achieve their homeownership goals and create long-term wealth. Clients have praised Kristin and her team for their exceptional support, valuable information, and expertise in the VA home loan process. They provide outstanding mortgage planning support, from initial consultation to final paperwork, ensuring a smooth and successful home buying experience. Kristin and her team are known for their responsiveness, knowledge, and solution-oriented approach, providing wrap-around services to support clients every step of the way. With their guidance, clients can confidently navigate the mortgage financing process and secure the keys to their new residence.
Viana Romano Notary Public
Viana Romano Notary Public is a trusted financial institution located at 19619 Bryant Street in Los Angeles, California. Specializing in notary services, this establishment offers professional and reliable assistance with legal documents, contracts, and other important paperwork. With years of experience in the industry, Viana Romano Notary Public is known for their attention to detail, efficiency, and commitment to customer satisfaction. Whether you need a document notarized or require assistance with any financial paperwork, you can rely on Viana Romano Notary Public for all your needs.
Greg Wynn - Mortgage Broker
Greg Wynn - Mortgage Broker is a finance institution located at 514 Via De La Valle, Solana Beach, California, United States. We understand that each customer has unique needs, which is why we offer a wide range of products, investment tools, and mortgages to meet those needs. Our priority is to provide quality service and individual attention to all our clients. With today's technology, we offer a more productive environment for our customers. You can easily submit a secure loan application or pre-qualify for a home loan through our website. Our interactive calculators allow you to evaluate different financing options and explore various mortgage scenarios.
Saxton Mortgage, LLC, NMLS #1717191
Saxton Mortgage, LLC, NMLS #1717191 is a finance institution located at 12636 High Bluff Drive in San Diego, California, United States. Specializing in mortgage services, they offer personalized solutions to help individuals secure the best financing options for their homes. With a team of experienced professionals, Saxton Mortgage, LLC is dedicated to providing quality service and guidance throughout the loan process.
Katie Chase - State Farm Insurance Agent
Katie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
Credere Law
Credere Law, located at 1811 Santa Rita Road in Pleasanton, California, is a full-service law firm specializing in corporate transaction, estate planning, and family law. Serving clients in San Francisco, Silicon Valley, and Los Angeles, our experienced attorneys offer expertise in business contract review, structuring business entities, estate planning services such as trusts and wills, as well as handling family law matters including divorces and child custody cases. With offices in San Mateo and Pasadena, our lawyers are actively involved in local industry and community organizations, ensuring that we understand the unique needs of our clients and provide tailored legal solutions. Contact us at (650) 308-8624 for the San Mateo office or (626) 828-0139 for the Pasadena office.
Bridgepoint Funding, Inc.
Bridgepoint Funding, Inc. is a finance institution located in Pleasant Hill, California. With a prime location at 3478 Buskirk Avenue, this trusted company provides a wide range of financial services to meet the needs of individuals and businesses alike. Whether you are looking for a mortgage, refinancing options, or assistance with home loans, Bridgepoint Funding, Inc. has the expertise and resources to help you achieve your financial goals. Their team of experienced professionals is dedicated to providing personalized solutions and exceptional customer service. Contact Bridgepoint Funding, Inc. today to learn more about how they can assist you with your financial needs.
Maureen Martin
Maureen Martin is a trusted mortgage broker located at 2878 Camino del Rio South in San Diego, California. With over 19 years of experience in the Southern California mortgage lending market, Maureen is known for her exceptional organization and ability to plan ahead for any potential hiccups in the process. Clients praise her for always delivering exactly what they want and recommend her for anyone looking to purchase or refinance a home. Maureen works at HomePlus Mortgage and offers a variety of mortgage programs tailored to meet the unique financial situations of her clients. She is dedicated to providing quick and accurate real estate financing advice, ensuring that her clients fully understand the features of the mortgage loan program they choose. Maureen specializes in several types of mortgage programs for the San Diego area and offers a simple 3-step pre-approval process that is highly valuable in the competitive market.
Greenberg Bitton LLP
Greenberg Bitton LLP is a leading accounting, finance, and legal institution located in the heart of Beverly Hills, California. With a team of experienced professionals, we provide top-notch services to our clients in a wide range of industries. Our expertise includes tax planning, financial advisory, and legal representation. Whether you are an individual or a business, we are dedicated to helping you achieve your financial goals and navigate any legal challenges you may face. Visit us at 291 South La Cienega Boulevard to learn more about how Greenberg Bitton LLP can assist you.
The Soleymani Law Firm, APC
The Soleymani Law Firm, APC is a prestigious law firm located in Beverly Hills, California. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of representation. With a focus on delivering personalized attention and achieving successful outcomes for their clients, The Soleymani Law Firm, APC is dedicated to upholding the highest standards of professionalism and integrity. Whether you are facing a complex legal issue or seeking expert legal advice, you can trust The Soleymani Law Firm, APC to provide you with the expert guidance and representation you need.
Erica Ruiz - State Farm Insurance Agent
Erica Ruiz - State Farm Insurance Agent is a well-established insurance agency located at 4412 East 7th Street, Long Beach, California. With over 20 years of experience in the industry, Erica Ruiz is dedicated to providing exceptional service and expertise to her customers. Located at the corner of 7th Street and Ximeno, across from Wilson High School, Erica offers a wide range of insurance services including auto insurance, home insurance, renters insurance, life insurance, health insurance, business insurance, and more. As a wife and mother of three, Erica brings a unique perspective to the insurance industry and is passionate about helping individuals and families find the right coverage for their needs. With a commitment to giving back to the community, Erica sponsors youth sports teams and is an active member of the Long Beach Chamber of Commerce.
Lisa Fisher - State Farm Insurance Agent
Lisa Fisher - State Farm Insurance Agent is a trusted insurance agency located at 418 North Lakeview Avenue in Anaheim, California. Specializing in Auto, Motorcycle, and Life Insurance, Lisa Fisher has over 25 years of experience in the industry. With a strong educational background and a commitment to exceptional service, Lisa and her team are dedicated to protecting families and individuals in North Orange County. As a State Farm Agent, Lisa values honesty, reliability, and exceptional service. With a genuine passion for helping others and a love for travel, Lisa is a personable insurance agent who truly cares about her customers' well-being. Alongside her dedicated team members Theresa and Debra, Lisa is ready to guide and support you in finding the insurance coverage that fits your needs. Contact Lisa Fisher - State Farm Insurance Agent to protect what matters most to you and your loved ones.
CA Realty Training
CA Realty Training is a top-rated institution located in the vibrant city of San Diego, California. We offer a comprehensive range of real estate courses, including pre-licensing, exam prep, and continuing education. Our convenient location in La Jolla makes it easy for students to access our programs and start their journey towards becoming a licensed real estate agent or broker. At CA Realty Training, we provide a seamless learning experience with online courses and in-person classes. Our team of experienced instructors is dedicated to helping you succeed in your real estate career. With a focus on practical skills and industry knowledge, we ensure that our students are well-prepared to pass the state exam and start their careers with confidence.
Lawstache Law Firm
Lawstache Law Firm is a renowned institution located at 185 F Street in San Diego, California, United States. Specializing in criminal defense and civil litigation, the firm is led by experienced lawyers who provide exceptional legal representation to clients facing a variety of charges, including DUI, domestic violence, drug offenses, and more. With a track record of success in both state and federal courts, Lawstache Law Firm is known for its dedication to protecting the rights of individuals throughout the criminal justice process. Additionally, the firm handles complex business and financial disputes, representing a diverse range of clients in industries such as banking, real estate, technology, and more. With a commitment to excellence and a proven ability to achieve favorable outcomes for clients, Lawstache Law Firm is a trusted resource for those in need of skilled legal representation.
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