TOP 30 Best California estate planning in Lafayette, California
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Lafayette Oaks
● OpenLafayette Oaks is a reputable real estate agency located at 949 East Street in Lafayette, California, United States. Our dedicated team of experienced agents is committed to helping clients find their dream homes or sell their properties at the best possible price. With a strong focus on customer service and market expertise, Lafayette Oaks strives to provide personalized and professional assistance to meet the unique needs of each client. Whether you are looking to buy, sell, or rent a property in Lafayette or the surrounding areas, Lafayette Oaks is your trusted partner in real estate transactions. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
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Lafayette Tax Service
● OpenLafayette Tax Service is a reputable accounting and finance institution located at 3997 Happy Valley Road in Lafayette, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their financial outcomes. Whether you need assistance with tax preparation, planning, or representation, Lafayette Tax Service is committed to providing personalized and reliable services to meet your specific needs. Contact them today to schedule a consultation and take control of your financial future.
3997 Happy Valley Rd, Lafayette, CA 94549, United States -
Park Lafayette Apartment Homes
● ClosedPark Lafayette Apartment Homes is a premier real estate agency located at 3366 Mount Diablo Boulevard in Lafayette, California. Our convenient location provides easy access to shopping, dining, and the bustling Downtown Lafayette area. With close proximity to major interstates and biking trails, you can easily explore all that California has to offer. Our spacious studios and one or two-bedroom floor plans offer top-notch amenities such as air conditioning, ceiling fans, and all-electric kitchens. Select homes feature dishwashers, hardwood floors, washer and dryer units, and balconies or patios with stunning views. Our pet-friendly community welcomes your furry friends to join in on the fun.
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Lafayette Square Financial Advisors, Inc.
● OpenLafayette Square Financial Advisors, Inc. is a finance institution located at 2950 Camino Diablo in Walnut Creek, California, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to help guide you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
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Block Advisors
● OpenBlock Advisors is a renowned institution specializing in accounting and finance services, located at 3390 Mount Diablo Boulevard in Lafayette, California, United States. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses, ensuring accurate tax preparation, financial planning, and investment management. Whether you are looking for assistance with tax filing or seeking advice on optimizing your financial portfolio, Block Advisors is dedicated to providing top-notch services tailored to meet your specific needs. Trust Block Advisors to help you navigate the complexities of the financial world with ease and confidence.
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Infinity Law Group
● OpenInfinity Law Group is a reputable law firm located at 1020 Aileen Street in Lafayette, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients in the United States. Specializing in various areas of law, including family law, estate planning, and business law, we strive to deliver personalized and effective solutions to meet our clients' needs. With a commitment to excellence and a passion for justice, Infinity Law Group is the go-to institution for all your legal needs. Contact us today for a consultation.
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Kelley Reed - State Farm Insurance Agent
● OpenKelley Reed - State Farm Insurance Agent is located at 3400 Mount Diablo Boulevard in Lafayette, California. Situated behind The Soccer Post and just past The Hideout Restaurant on the second floor, this insurance agency proudly serves Lafayette and surrounding Contra Costa County with a range of Insurance and Financial Services. As March is often associated with lucky charms and superstitions, it's a perfect time to review your life insurance coverage to ensure the security of your family's future. Kelley Reed, a lifelong member of the State Farm family, brings a wealth of knowledge and experience to her role as one of the leading State Farm Agents in the territory.
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JP Reed - State Farm Insurance Agent
● OpenJP Reed - State Farm Insurance Agent is a trusted insurance agency located at 3400 Mount Diablo Boulevard in Lafayette, California. Whether you need auto insurance, life insurance, or assistance with financial planning, JP Reed and his team are here to help. As a third generation State Farm Agent, JP has a strong commitment to providing excellent service to the community. In the month of March, it's a great time to review your life insurance coverage and ensure your family's future is protected. Reach out to JP Reed's team for a life insurance review and peace of mind. With years of experience and a dedication to customer service, the team at JP Reed - State Farm Insurance Agent is ready to assist with all of your insurance needs.
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CunninghamLegal
● OpenCunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.
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Law Offices Of Carl E. Kadlic
● OpenThe Law Offices Of Carl E. Kadlic is a reputable legal institution located at 3400 Mount Diablo Boulevard in Lafayette, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Carl E. Kadlic provides expert legal representation to clients throughout the United States. With a strong track record of success and a commitment to client satisfaction, this law office is known for its dedication to achieving positive outcomes for those in need of legal assistance. Whether you are facing a complex legal issue or simply need guidance on a legal matter, the Law Offices Of Carl E. Kadlic is here to help.
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Law Office of Richard S. Horn
● OpenThe Law Office of Richard S. Horn is a reputable legal institution located at 3445 Golden Gate Way in Lafayette, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Richard S. Horn offers expert legal representation and guidance to clients throughout the United States. With a strong commitment to providing personalized and effective legal solutions, the Law Office of Richard S. Horn is dedicated to serving the needs of individuals and families facing legal challenges. Contact us today for a consultation to discuss your legal needs.
3445 Golden Gate Way, Lafayette, CA 94549, United States -
Briggs Ronald L
● OpenBriggs Ronald L is a reputable law firm located at 3411 Mount Diablo Boulevard in Lafayette, California. Specializing in various areas of law, the firm offers expert legal services to clients in need of professional representation. With a focus on providing personalized and efficient legal solutions, Briggs Ronald L is dedicated to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documentation, the experienced team at Briggs Ronald L is here to help. Contact them today to schedule a consultation and discuss your legal needs.
3411 Mount Diablo Blvd, Lafayette, CA 94549, United States -
Law Offices of Joel A. Harris
● OpenThe Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.
1990 N California Blvd 8th floor floor, Walnut Creek, CA 94596, United StatesAdvertisements -
Stanley T. Tomita
● OpenStanley T. Tomita is a reputable law firm located at 900 Lafayette Street in Santa Clara, California, United States. With a team of experienced and dedicated lawyers, we provide a wide range of legal services to individuals and businesses in the area. Our firm is known for its professionalism, integrity, and commitment to achieving the best possible outcomes for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Stanley T. Tomita is here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
Tomita, Penning & Gee, LLP, 900 Lafayette St Suite 607, Santa Clara, CA 95050, United States -
Concentric Wealth Management
● OpenConcentric Wealth Management is a leading finance institution located at 251 Lafayette Circle in Lafayette, California, United States. Specializing in wealth management services, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Concentric Wealth Management offers expert advice and guidance to navigate the complexities of the financial world and secure a prosperous future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Concentric Wealth Management is dedicated to helping you build a strong financial foundation.
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spiegelman wealth management
● OpenSpiegelman Wealth Management is a premier financial institution located at 985 Moraga Road in Lafayette, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized service and tailored solutions, we provide comprehensive financial planning, investment management, and retirement planning services. Trust Spiegelman Wealth Management to guide you on the path to financial success.
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Wallace Advisory Group
● OpenWallace Advisory Group is a reputable finance and insurance agency located at 3658 Mount Diablo Boulevard in Lafayette, California. With a team of experienced professionals, they offer expert financial advice and insurance solutions to individuals and businesses. Whether you are looking to invest wisely or protect your assets, Wallace Advisory Group is dedicated to helping you achieve your financial goals. Their convenient location in Lafayette, California makes it easy for clients in the area to access their services and expertise. Trust Wallace Advisory Group for all your financial and insurance needs.
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Jason Borman - Raymond James
● OpenJason Borman - Raymond James is a reputable finance institution located at 3736 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the financial industry, they provide expert advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the experienced professionals at Jason Borman - Raymond James are dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about their personalized financial solutions.
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Edward Jones - Financial Advisor: Steve Duffy
● OpenEdward Jones - Financial Advisor: Steve Duffy is a trusted financial institution located at 900 Lafayette Street in Santa Clara, California. Steve Duffy is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Steve Duffy can provide personalized financial guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Duffy is committed to helping clients secure their financial future.
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Pacific Financial Partners - John Hancock Financial Network
● OpenPacific Financial Partners is a leading financial institution affiliated with John Hancock Financial Network, located at 3703 Mount Diablo Boulevard in Lafayette, California. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, Pacific Financial Partners is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Pacific Financial Partners is a trusted partner for navigating the complexities of the financial world.
3703 Mount Diablo Blvd, Lafayette, CA 94549, United States -
Kenneth & Co
● OpenKenneth & Co is a reputable accounting and finance institution located at 3620 Happy Valley Road in Lafayette, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the area. Our commitment to excellence and personalized approach sets us apart from other firms, ensuring that our clients receive top-notch service and guidance for all their financial needs. Whether you need help with tax preparation, financial planning, or investment management, Kenneth & Co is here to help you achieve your financial goals.
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Tax Solutions
● OpenTax Solutions is a reputable accounting and finance institution located at 637 Saint Marys Road in Lafayette, California. Our team of experienced professionals is dedicated to providing expert tax solutions for individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complexities of the tax system. Trust Tax Solutions to provide you with personalized and reliable financial services to help you achieve your financial goals.
637 St Marys Rd, Lafayette, CA 94549, United StatesAdvertisements -
RC Blackwell's Tax Service
● OpenRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
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Furstenthal Law Office
● OpenFurstenthal Law Office is a reputable legal institution located at 3445 Golden Gate Way in Lafayette, California. Specializing in various areas of law, the experienced team at Furstenthal Law Office provides expert legal counsel and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Furstenthal Law Office is dedicated to providing top-notch legal services tailored to your specific needs. Trust in their professionalism and expertise to guide you through the legal process and achieve the best possible outcome for your case.
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1038 on Second Apartments
● Open1038 on Second Apartments is a premier real estate agency located at 1038 Second Street in Lafayette, California. Our luxurious apartments offer modern amenities and spacious floor plans, making them the perfect place to call home. With a convenient location in the heart of Lafayette, residents can enjoy easy access to shopping, dining, and entertainment options. Our friendly and professional staff is dedicated to providing top-notch customer service and ensuring that residents have a comfortable and enjoyable living experience. Experience the best in upscale apartment living at 1038 on Second Apartments.
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Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
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H D Mooers & Co
● OpenH D Mooers & Co is an insurance agency located at 3688 Mount Diablo Boulevard in Lafayette, California. They are dedicated to fighting for the best possible outcome for their clients, with a focus on life insurance. With deep relationships with quality insurance carriers, they ensure that every case is handled with care and attention to detail. Their team, led by President Jeff Mooers, is known for their expertise in product design and underwriting, ensuring that clients get the best coverage at the best cost. With over 30 years of experience, they have a reputation for excellence in the industry. Whether you are an agent or an individual looking for life insurance, H D Mooers & Co is the agency to trust.
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Nordhoff Law & Mediation
● ClosedNordhoff Law & Mediation is a reputable institution located at 2901 Lafayette Avenue in Newport Beach, California. Our team of experienced lawyers is dedicated to providing top-quality legal services to our clients. Whether you are in need of legal representation or mediation services, we are here to help. Contact us at (949)673-9510 or admin@nordhofflaw.com to learn more about how we can assist you. Please note that our office closes daily at noon for lunch. Remember that visiting our website does not establish an attorney-client relationship, and the information provided is for informational purposes only. Trust Nordhoff Law & Mediation to handle your legal matters with professionalism and expertise.
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LAW OFFICES OF NATASHA S. CHEE
● OpenThe Law Offices of Natasha S. Chee is a reputable legal institution located at 3527 Mount Diablo Boulevard in Lafayette, California, United States. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to excellence and a track record of success, we strive to protect our clients' rights and achieve the best possible outcomes for their legal matters. Contact us today for professional and reliable legal representation.
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Miles Westbrook & Deal LLP
● OpenMiles Westbrook & Deal LLP is a prestigious law firm located at 3390 Mount Diablo Boulevard in Lafayette, California. With a team of experienced attorneys, they provide expert legal services in various practice areas including corporate law, real estate, litigation, and estate planning. Clients can expect personalized attention and effective representation from the dedicated professionals at Miles Westbrook & Deal LLP.
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