TOP 30 California estate planning services in Monterey, California

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Monterey Peninsula Law Inc. is a dedicated institution located at 31 Upper Ragsdale Drive in Monterey, California. Our team of professionals is knowledgeable, expedient, and meticulous about details, handling a wide variety of legal disputes with honesty and realistic evaluations. Dutch Meyer, Attorney, specializes in wills, trusts, guardianship, and probate administration to help families through difficult times. We also focus on real estate law, property law, investments, landlord/tenant issues, and mineral rights. Our services extend to commercial business matters, civil litigation, personal injury cases, DUI defense, and criminal defense. Trust us to provide compassionate support, creative solutions, and tough courtroom advocacy to help you achieve your legal goals. Contact us today to see if our services are right for you.

The Monterey Apartments is a premier real estate agency located at 3510 Moorpark Avenue in San Jose, California. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our professional staff is dedicated to providing exceptional service and helping you find the perfect apartment to call home. Experience upscale living at The Monterey Apartments.

Monterey Villas Apartments is a premier real estate agency located at 1018 Kelp Lane in Oxnard, California. Our apartments offer luxurious living spaces with modern amenities and stunning views of the surrounding area. With a variety of floor plans to choose from, residents can find the perfect space to call home. Our community features a sparkling swimming pool, fitness center, and beautifully landscaped grounds for residents to enjoy. Conveniently located near shopping, dining, and entertainment options, Monterey Villas Apartments is the ideal place to live in Oxnard. Contact us today to schedule a tour and see why our residents love calling Monterey Villas Apartments home.

Casa Monterey Apartments is a premier real estate agency located at 10108 Calle Marinero in Spring Valley, California. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our professional team is dedicated to providing exceptional service to ensure our residents have a comfortable and enjoyable living experience. Contact us today to schedule a tour and see why Casa Monterey Apartments is the perfect place to call home.

A Monterey Notary is a finance institution located at 69 Soledad Drive in Monterey, California, United States. Operated by Michael J. Mendenhall, a registered Legal Document Assistant in Monterey County with registration number LDA3, the institution provides notary services for a variety of legal documents. Their current registration is valid until January 25, 2024.

Monterey Bay Mortgage, a Division of Watermark Capital LLC - NMLS 1838 is a reputable finance institution located at 2601 41st Avenue, Soquel, California, United States. With a focus on providing top-notch mortgage services, they specialize in helping individuals and families secure financing for their dream homes. Their team of experienced professionals is dedicated to guiding clients through the mortgage process with personalized attention and expert advice. Whether you are a first-time homebuyer or looking to refinance, Monterey Bay Mortgage is committed to helping you achieve your financial goals.

Legal Services For Seniors is a reputable institution located at 11 Thomas Owens Way in Monterey, California, United States. As a team of dedicated lawyers, we specialize in providing legal assistance tailored specifically for seniors. Our experienced attorneys are committed to helping older adults navigate complex legal issues such as estate planning, guardianship, healthcare directives, and more. With a focus on protecting the rights and interests of seniors, we strive to provide compassionate and personalized legal support to ensure our clients receive the best possible outcomes. Contact us today to learn more about how we can assist you or a loved one with your legal needs.

Ponek Appraisal Service, located at 4805 Santa Cruz Road in Atascadero, California, offers appraisal services and consultation for a variety of complex real estate needs along California's Central Coast. Specializing in commercial properties in San Luis Obispo County and surrounding communities, the firm focuses on commercial office & retail properties, mixed-use developments, industrial properties, multi-family housing, large ranches, estate planning, fractional interest, and special-purpose properties. The team at Ponek Appraisal is dedicated to providing timely, cost-effective, and thorough analysis of commercial and industrial properties in San Luis Obispo County, northern Santa Barbara County, and southern Monterey County. Led by Blake, a certified general appraiser with a background in commercial real estate and a degree in Agriculture Business from Cal Poly San Luis Obispo, Ponek Appraisal prides itself on expert, localized service tailored to the unique needs of the region.

Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, we are here to help. Trust Legacy Capital Group California to help you achieve your financial goals and secure your financial future.

AJ Houston Financial Services is a well-established accounting and finance institution located at 225 Cannery Row in beautiful Monterey, California. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses alike. From tax preparation to investment planning, we are dedicated to helping our clients achieve their financial goals. Visit us today to see how we can assist you with all your accounting and finance needs.

Radia Hunter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 659 Abrego Street in Monterey, California, offers a wide range of financial services and expertise. Radia holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ certification, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. These certifications showcase Radia's commitment to providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Radia Hunter is well-equipped to help you navigate the complex world of finance. Contact Radia today to schedule a consultation and take control of your financial future.

Monterey Private Wealth is a premier finance institution located at 2340 Garden Road in the beautiful city of Monterey, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to help you achieve your financial goals. At Monterey Private Wealth, we prioritize building long-term relationships with our clients based on trust, transparency, and exceptional service. Contact us today to learn more about how we can help you secure your financial future.

The RBC Wealth Management Branch in Monterey, California is a premier financial institution located at 4 Lower Ragsdale Drive. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to help. With a commitment to excellence and a focus on building long-term relationships, RBC Wealth Management Branch in Monterey is your trusted partner in financial success.

Compass Tax And Financial Services, Inc is a professional accounting and finance institution located at 2511 Garden Road in Monterey, California, United States. Specializing in tax preparation and planning services for individuals and entities, the institution is dedicated to providing expert guidance and representation in IRS and FTB audits. With Enrolled Agent Debbie Hill at the helm since 2018, the team at Compass Tax And Financial Services is well-versed in current tax laws and offers a range of services including tax planning, withholding adjustments, and life-changing strategies. Margy, with over 40 years of experience in tax preparation and consulting, provides research services on advanced tax and investment matters. Zack, a Salinas native, brings years of tax preparation experience to the team and is on his way to becoming an Enrolled Agent. Whether in person or via Zoom meetings, Compass Tax And Financial Services is committed to meeting the tax planning needs of their clients year-round.

Chuck A Evans is a highly experienced financial advisor at Ameriprise Financial Services, LLC, located in Monterey, California. With a focus on providing personalized financial planning and investment management services, Chuck helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Chuck A Evans is dedicated to helping you make informed financial decisions. Visit our office at 2 Lower Ragsdale Drive to start planning for a brighter financial future today.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 99 Pacific Street in Monterey, California, Lesley provides personalized financial planning services to individuals and families. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, estate planning, and more. Trust Lesley Lemessurier to guide you towards a secure financial future.

J.R. Williams - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located in Monterey, California, United States. With a focus on providing personalized financial advice and services, J.R. Williams helps clients achieve their financial goals and secure their financial future. With a commitment to integrity and professionalism, J.R. Williams offers a wide range of financial services including investment planning, retirement planning, and wealth management. Visit their office at 2 Lower Ragsdale Drive to learn more about how they can help you achieve financial success.

Brett Jennings is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 99 Pacific Street in Monterey, California. With a focus on providing personalized financial planning and investment services, Brett and his team strive to help clients achieve their financial goals and secure their future. With a commitment to transparency and integrity, they offer a range of services tailored to each client's unique needs, including retirement planning, investment management, and estate planning. Contact Brett Jennings today to start planning for a brighter financial future.

Amer Tax Service is a reputable accounting and finance institution located at 2099 South Atlantic Boulevard in Monterey Park, California. Our team of experienced professionals is dedicated to providing high-quality tax services and financial advice to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Amer Tax Service is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Welcome to Grand Welcome Monterey Bay, your premier destination for exceptional real estate and travel services in the heart of Monterey, California. Conveniently located at 140 West Franklin Street, our agency specializes in providing personalized solutions to meet all your property and vacation needs along the stunning Monterey Bay coastline. As a leading real estate agency, we offer a comprehensive range of services, whether you're looking to buy your dream home, invest in a vacation property, or sell your current residence. Our team of experienced professionals is dedicated to guiding you through every step of the process with expertise and care, ensuring a seamless and stress-free experience.

Welcome to Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California 93940. As a dedicated financial advisor, I am committed to helping you achieve your financial aspirations, whether they include planning for retirement, funding education, or making significant purchases like a second home. At Ameriprise Financial, we prioritize what matters most to you. Our personalized approach begins with understanding your individual goals and risk tolerance, enabling us to provide tailored investment, asset allocation, and portfolio recommendations. We believe in building lasting relationships, meeting regularly to review your progress, and adjusting strategies as your life evolves.

Welcome to Weddings In Monterey, your premier destination for creating unforgettable wedding experiences in the heart of California's stunning Central Coast. Nestled at 484 B Washington Street in the charming city of Monterey, our dedicated team specializes in crafting personalized ceremonies and receptions that reflect your unique love story. At Weddings In Monterey, we understand that every couple is unique, and we are committed to bringing your dream wedding to life with meticulous attention to detail and a personal touch. Whether you envision an intimate beachfront ceremony or a grand celebration in a historic venue, our extensive local knowledge and partnerships with exceptional vendors ensure that every aspect of your special day is seamless and extraordinary.

Welcome to Alex Brant | Compass Real Estate Agent in Carmel-by-the-Sea, CA Located on San Carlos Street in the heart of Carmel-by-the-Sea, California, Alex Brant is your dedicated real estate agent, committed to making your home buying or selling experience both enjoyable and successful. As a proud native of Carmel, Alex possesses an unparalleled understanding of the Monterey Peninsula, making him the perfect choice for those looking to navigate the local real estate market with ease.

Welcome to Gina Hinds Real Estate Agent, your trusted partner in navigating the vibrant real estate market of Monterey, California. Located conveniently at 534 Abrego Street, our office is the hub for all your real estate needs, whether you're buying, selling, or investing in property. With years of experience and an intimate knowledge of the local market, Gina Hinds is dedicated to providing personalized and professional service to each client. We understand that real estate transactions are among the most significant decisions you'll make, and we're here to guide you every step of the way with expertise, integrity, and a commitment to excellence.

Welcome to Toby Fernie | Monterey CA Realtor, your trusted partner in real estate located in the heart of Monterey, California. Situated at 261 Webster Street, our office is dedicated to providing exceptional real estate services to clients looking to buy, sell, or invest in the beautiful Monterey Peninsula and surrounding areas. With a deep understanding of the local market, Toby Fernie brings a wealth of experience and a personalized approach to every transaction. Whether you're a first-time homebuyer, seeking a luxury estate, or looking to sell your property quickly and efficiently, Toby is committed to achieving your real estate goals with integrity and professionalism.

Welcome to Found It - Your Best Edge Real Estate, where your real estate dreams become reality! Located at 146 San Miguel Drive, Camarillo, California, Mary and Dan offer unparalleled service with a unique dual perspective that benefits both Buyers and Sellers. With CA DRE #02148328, they bring innovation and experience to every transaction, ensuring a seamless and rewarding process. When you work with Mary or Dan, you benefit from the strengths of both, as they collaborate to fill in each other’s blanks. Their strategic approach ensures Sellers get their homes sold faster and for over 5% more than the market average, with most listings selling within 14 days. For Buyers, their track record is equally impressive, with 91% of their offers getting accepted, often on the first try.

Fidelity National Title is a trusted institution located at 1234 Monterey Street in San Luis Obispo, California. We provide comprehensive title insurance and escrow services to protect your real estate investment. Our experienced team is dedicated to ensuring a smooth and secure transaction process for our clients. With a commitment to excellence and integrity, Fidelity National Title is your go-to choice for all your title and escrow needs in the United States.

Parks Rachelle is a reputable law firm located at 444 Pearl Street in the beautiful city of Monterey, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Parks Rachelle is here to help. With a commitment to excellence and a track record of success, you can trust us to fight for your rights and protect your best interests. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

"Dorset Katherine J" is a reputable law firm located at 444 Pearl Street in Monterey, California. Specializing in various legal matters, the institution provides expert legal services to clients in need of professional representation. With a team of experienced lawyers, "Dorset Katherine J" is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are seeking assistance with a personal injury case, family law matter, or estate planning, you can trust "Dorset Katherine J" to provide reliable and effective legal support.

JRG Attorneys At Law is a trusted full-service law firm located at 744 Pine Street in Paso Robles, California. With additional locations in Salinas, Monterey, Hollister, and Watsonville, we serve clients throughout the Central Coast and beyond. Our team is deeply rooted in the local communities and provides legal services statewide, including in Monterey, San Benito, and Santa Cruz Counties. Specializing in complex litigation, estate planning, business law, land use, and real estate cases, our experienced attorneys offer comprehensive and trusted guidance to individuals and businesses. We are committed to providing seamless navigation through the legal system and exceeding our clients' expectations.