TOP 30 California estate planning services in Long Beach, California

401 results found

Sheffield & Sutton Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in wealth management, our team of experienced professionals provides personalized financial solutions to help clients achieve their financial goals. With a focus on integrity, expertise, and personalized service, Sheffield & Sutton Wealth Management is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1101 Palm Avenue, Imperial Beach, California, United States. Carlo Boton holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on ethical practices and continuing education, Carlo Boton is dedicated to providing high-quality financial advice and services to clients, including veterans and military personnel.

Transworld Business Advisors of Long Beach is a reputable finance institution located at 100 Oceangate in Long Beach, California. Our team of experienced advisors specializes in assisting clients with buying or selling businesses, franchises, and commercial real estate. We provide personalized and professional services to help our clients achieve their financial goals. Whether you are looking to expand your business or make a strategic investment, Transworld Business Advisors of Long Beach is here to guide you every step of the way. Contact us today to schedule a consultation and see how we can help you succeed in the world of business.

The Smith Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for providing top-notch financial services, The Smith Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at The Smith Group are dedicated to providing personalized and comprehensive financial guidance to meet your needs.

The Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.

Asset Plan Partners is a leading finance institution located in Newport Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized asset management and strategic planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide tailored solutions to meet your needs. Visit us at 3300 Irvine Avenue to learn more about how Asset Plan Partners can help you secure your financial future.

HCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.

J & R Integrity Bookkeeping & Tax Service is a reputable accounting and finance institution located at 1769 Pacific Avenue in Long Beach, California. With a commitment to integrity and accuracy, our team of professionals provides top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, you can trust J & R Integrity Bookkeeping & Tax Service to deliver reliable and efficient solutions. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

SEA Taxes and Services is a leading accounting and finance institution located at 1449 Cherry Avenue in Long Beach, California. Our team of experts specializes in providing a wide range of tax and financial services to individuals and businesses in the area. From tax preparation and planning to investment advice and financial consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, SEA Taxes and Services is your trusted partner for all your accounting and finance needs.

BLT Tax Services is a leading finance institution located at 5199 Pacific Coast Highway in Long Beach, California, United States. They specialize in providing expert tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial returns. With a team of experienced professionals, BLT Tax Services is dedicated to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you need assistance with tax preparation, planning, or consulting, BLT Tax Services is here to help you achieve your financial goals.

Merriman Tax Services, LLC is a leading accounting and finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. Our mission is to help individuals and businesses unlock their tax potential and achieve their financial goals. Join our exclusive community today and gain access to expert tax services tailored to your unique needs. Our team is dedicated to providing comprehensive tax preparation, planning, and financial consulting services to help you succeed. Despite changing times, we remain committed to serving our clients with unwavering dedication. Please note that we are now closed on Fridays. We appreciate your understanding and look forward to serving you during our operating hours.

VjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.

Welcome to Mobile Estates, your premier destination for lodging and RV accommodations in the heart of Eureka, California. Conveniently located at 7660 Myrtle Avenue, Mobile Estates offers a serene and welcoming atmosphere for travelers and long-term residents alike. Nestled amidst the stunning natural beauty of Northern California, our RV park provides the perfect blend of comfort and convenience. At Mobile Estates, we pride ourselves on offering top-notch amenities and services to ensure a pleasant stay. Our well-maintained grounds feature spacious RV sites equipped with full hookups, including electricity, water, and sewer connections. Guests can enjoy access to clean, modern restroom and shower facilities, as well as a laundry room for added convenience.

Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.

Welcome to Miller & Miller-Bazemore, your trusted legal partner in Huntington Beach, CA. Located at 15181 Springdale Street, our boutique law firm is dedicated to providing exceptional legal services in estate planning, living trusts, trust administrations, probate, business planning, and asset protection. At Miller & Miller-Bazemore, we pride ourselves on delivering high-quality legal advice and representation with a personal touch. Our experienced attorneys handle every case themselves, ensuring meticulous attention to detail and a commitment to client satisfaction. Unlike larger firms, we guarantee that your legal documents will be drafted by an attorney, not by a paralegal or staff member. Our dedication to excellence has garnered recognition from both the press and the legal community.

Welcome to Estates By Gary & Wendy, your trusted partner in accounting and finance solutions. Conveniently located at 601 Roycroft Avenue, Long Beach, California, we are dedicated to providing personalized and comprehensive financial services to meet the unique needs of our clients. With years of experience and a commitment to excellence, Gary and Wendy offer expert guidance in estate planning, tax preparation, bookkeeping, and financial consulting. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, Estates By Gary & Wendy is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today and discover how we can assist you in achieving your financial goals.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.

Welcome to Beach View Real Estate, your premier real estate agency located at 2200 Roosevelt Boulevard, Oxnard, California. Nestled in the picturesque Ventura County, our agency is dedicated to helping you find your dream home or vacation getaway in this charming Southern California region. After relocating to Hollywood Beach in the late '90s, we quickly fell in love with the vibrant community and stunning coastal landscapes, making it the perfect place to raise our family. With over 25 years of experience as a Realtor®, I took the helm of Area Code Real Estate in 2014, transforming it into Beach View Real Estate. Our rebranding has allowed us to expand our services, including the addition of a Vacation Home Management Division, where we host guests from around the world in our handpicked properties.

Welcome to Silicon Beach Homes, your premier real estate agency located at 13900 Marquesas Way, Marina del Rey, California. As the leading experts in Silicon Beach real estate, we specialize in providing unparalleled service for both home buyers and renters in this vibrant and dynamic community. Nestled in the heart of the Westside of Los Angeles, Silicon Beach encompasses a collection of upscale beach communities, including Santa Monica, Manhattan Beach, Marina del Rey, Malibu, and Venice Beach. With year-round sunshine and the allure of surfside living, Silicon Beach offers an exceptional lifestyle that is as unique as it is desirable.

Welcome to Davidson Group | Bayside Real Estate, your trusted real estate consultants serving Manhattan Beach, Hermosa Beach, and the South Bay area. Located at 920 Manhattan Beach Boulevard, Manhattan Beach, California, we are committed to delivering excellence and creating memorable experiences for our clients. At Davidson Group, we pride ourselves on our high-level professionalism, honesty, and integrity. Our team, led by Jennifer Davidson, combines extensive industry knowledge with exceptional listening skills and data interpretation abilities to achieve our clients' real estate goals. We treat our clients like family, providing a collaborative approach that offers every possible option to ensure the best outcomes.

Welcome to Long Beach Corporate Center, your premier real estate agency located in the heart of Long Beach, California. Situated at 4300 Long Beach Boulevard, our office is dedicated to providing exceptional real estate services tailored to meet the diverse needs of our clients. Whether you are looking to buy, sell, or lease commercial properties, our team of experienced professionals is here to guide you every step of the way. At Long Beach Corporate Center, we pride ourselves on our in-depth knowledge of the local market and our commitment to delivering personalized solutions. Our comprehensive range of services includes property management, investment analysis, and strategic planning, ensuring that you achieve your real estate goals with confidence and ease.

Welcome to Redfin Real Estate, your premier destination for luxury properties in Long Beach, California, and beyond. Nestled at 115 Pine Avenue in the heart of Long Beach, our real estate agency specializes in connecting discerning buyers with exquisite homes that blend architectural brilliance with unparalleled comfort. At Redfin Real Estate, we pride ourselves on offering a curated selection of properties that cater to a variety of lifestyles and preferences. Whether you're seeking a palatial estate in the coveted Porter Ranch neighborhood, a sophisticated townhome in Venice, or a newly built masterpiece in Longridge Estates, we have something for everyone. Our listings showcase homes with high-end upgrades, spacious layouts, and unique features such as private driveways, expansive living spaces, and beautifully landscaped yards.

Welcome to Roni Gutierrez, Realtor @ Beach Cities Properties, Inc., your trusted partner in real estate located in the heart of Long Beach, California. Situated at 3960 North Studebaker Road, our agency is dedicated to serving the vibrant communities of Long Beach and the surrounding areas. With a deep understanding of the local real estate market, Roni Gutierrez and the team are committed to providing exceptional service, whether you are buying, selling, or investing in property. Our agency prides itself on personalized service, ensuring each client's unique needs and aspirations are met with professionalism and integrity. We offer a comprehensive range of real estate services, including market analysis, property valuation, and strategic marketing plans tailored to maximize your property's potential. At Beach Cities Properties, Inc., we leverage the latest technology and industry insights to deliver results that exceed expectations.

Welcome to Beach Cities Properties Inc., your trusted real estate agency located at 3960 North Studebaker Road in the heart of Long Beach, California. We specialize in delivering exceptional real estate services tailored to meet the diverse needs of our clients. Whether you're buying, selling, or investing, our team is committed to providing you with expert guidance and personalized solutions to ensure a seamless and rewarding real estate experience. Explore our curated selection of properties, from charming condos to luxurious homes, each offering unique features and prime locations. Our listings include stunning homes in desirable neighborhoods, such as the tranquil College Estates and the vibrant Alamitos Beach, offering the best of both beach living and city life.

Welcome to Jay Valento - Long Beach Real Estate - Fathom Realty Group, your trusted partner in finding the perfect Southern California property. Located at 6507 Pacific Coast Highway, Long Beach, California, our real estate agency specializes in a wide array of property types across Long Beach and nearby coastal cities. Whether you're dreaming of a serene beach condo with a view of the Pacific Ocean, a charming home in a vibrant neighborhood, or a luxury residence, our dedicated team is here to help you make that dream a reality. With over 31 years of experience, Jay Valento brings a wealth of knowledge and a consultative approach to real estate, ensuring that your needs are met with honesty and clarity. Our clients praise Jay for his integrity, clear communication, and commitment to finding the perfect property that aligns with their goals. As one satisfied client, Josh F., shared, "Jay is a wonderful Realtor, honest and upfront. He communicates clearly and knows the market as well as anyone."

Welcome to Silva Real Estate Group Located at 6621 Pacific Coast Highway, Long Beach, California, Silva Real Estate Group is your trusted partner in navigating the dynamic world of real estate and finance. Our dedicated team of professionals is committed to helping you buy and sell properties with ease and confidence.

Welcome to TM Real Estate Brokers, your trusted partner for all your real estate needs in Long Beach, California. Conveniently located at 1800 Palo Verde Avenue, we specialize in providing comprehensive services as a finance expert, general contractor, and real estate agency. Our dedicated team of professionals is committed to guiding you through every step of your real estate journey, whether you're buying, selling, or investing in property. At TM Real Estate Brokers, we pride ourselves on our deep knowledge of the local market and our ability to tailor solutions that meet your unique needs. Our finance experts are on hand to assist with securing the best mortgage rates and financial plans, ensuring your investment is both sound and profitable. As a licensed general contractor, we offer renovation and construction services to enhance the value and appeal of your property.

Welcome to Christina D'Alessandro Real Estate Located at 944 H Street in the heart of Arcata, California, Christina D'Alessandro Real Estate is your trusted partner for all your real estate needs in Humboldt County. With over 16 years of industry expertise, Christina D'Alessandro stands as one of the most accomplished and productive real estate agents in the region. Her commitment to honesty, integrity, and trust has built strong relationships and a stellar reputation, earning her the prestigious Remax Hall of Fame award in 2020.

Vogler Law Offices, PC is a reputable law firm located in Long Beach, California. Our experienced team of lawyers specializes in various legal areas, including personal injury, family law, criminal defense, and estate planning. We are committed to providing professional and personalized legal services to our clients, helping them navigate the complexities of the legal system with ease. Whether you are facing a legal dispute or need assistance with planning for the future, Vogler Law Offices, PC is here to help. Contact us today to schedule a consultation at our office on 2nd Street in Long Beach.