The 30 Best California estate planning services in Newport Beach, California

Beacon Pointe Advisors, located at 610 Newport Center Drive in Newport Beach, California, is a leading wealth advisor and Registered Investment Advisor firm. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe caters to institutions, defined contribution plans, individuals, and families. With a team of experienced investment advisors and financial planners, Beacon Pointe offers full-service financial planning and research-driven investment strategies. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more.

Tower 68 Financial Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help our clients achieve their financial goals. With a focus on transparency, integrity, and excellence, Tower 68 Financial Advisors is committed to delivering top-notch financial services to individuals and businesses alike. Visit us today to see how we can help you secure a prosperous financial future.

Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Theresa Kost - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. Specializing in wealth management, Theresa Kost offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing exceptional service, Theresa Kost is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Merrill Lynch Financial Advisor Neil R Kessel is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Neil prides himself on building lasting relationships based on trust, loyalty, and delivering concierge level service. He works closely with individuals, families, business owners, and executives to create personalized wealth management strategies. With access to a wide range of investment solutions from Merrill and banking products from Bank of America, Neil helps clients reach their financial goals. Neil, a Senior Vice President and Senior Financial Advisor, has been with Merrill since 1995. He holds various FINRA registrations and is dedicated to providing a high level of service to his clients. Neil's philosophy is centered around personalized strategies tailored to each client's unique needs and goals. He believes in simplifying the complexities of investing and wealth planning to help clients achieve their financial objectives.

The Bi-Coastal Group at Morgan Stanley is a leading finance institution located at 800 Newport Center Drive in Newport Beach, California. With a strong presence on both the East and West coasts, our team of experienced professionals offers a wide range of financial services to clients across the United States. From wealth management to investment banking, we are dedicated to helping our clients achieve their financial goals and secure their futures. Contact us today to learn more about how we can assist you with your financial needs.

Seamount Financial Group, Inc. is a finance institution located at 1111 Bayside Drive in Newport Beach, California, United States. With a focus on providing comprehensive financial services, Seamount Financial Group, Inc. offers personalized investment strategies, wealth management, and financial planning to help clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch service and tailored solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Seamount Financial Group, Inc. is here to help you every step of the way.

The Horgan Group of Raymond James is a leading finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust in The Horgan Group to provide expert guidance and support for all your financial needs.

Vartanyan Wealth Management is a reputable finance and insurance agency located at 2043 Westcliff Drive in Newport Beach, California. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, we offer a range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Vartanyan Wealth Management to provide you with expert financial guidance and peace of mind.

Etonien LLC is a prestigious finance institution located at 500 Newport Center Drive in Newport Beach, California, United States. With a reputation for excellence and expertise in financial services, Etonien LLC offers a range of investment and advisory services to clients. Our team of experienced professionals is dedicated to providing personalized solutions and strategies to help clients achieve their financial goals. Trust Etonien LLC to provide top-tier financial guidance and support for all your investment needs.

The Ferguson Marks Group at Morgan Stanley is a prestigious finance institution located in Newport Beach, California. With a prime location at 800 Newport Center Drive, this institution offers top-tier financial services to clients in the United States and beyond. Known for their expertise in wealth management, investment strategies, and financial planning, The Ferguson Marks Group is a trusted name in the industry. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized solutions and unparalleled customer service. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Ferguson Marks Group at Morgan Stanley is here to guide you every step of the way.

Harbor Island Group - Morgan Stanley is a prestigious finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. As part of the renowned Morgan Stanley brand, Harbor Island Group offers a wide range of financial services and expertise to help clients achieve their investment goals. With a strong presence in the Newport Beach area, Harbor Island Group is dedicated to providing personalized financial solutions and exceptional customer service to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Harbor Island Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and success.

With over a decade of experience as a financial advisor at Merrill Lynch Wealth Management, Bryce R Mott offers a wide range of investment services at the institution located at 520 Newport Center Drive in Newport Beach, California. By utilizing the resources of Merrill Lynch Wealth Management and Bank of America, Bryce provides services such as wealth management, retirement planning, life insurance, and trust and estate planning. With a focus on understanding each client's individual goals and fears, Bryce creates customized investment plans to help clients achieve their financial objectives. In addition to his professional experience, Bryce holds FINRA Series 7 and 66 Registrations and an Insurance license. Outside of work, Bryce is actively involved in his community and enjoys activities such as CrossFit, soccer, and spending time at the beach with his family. As a client of Merrill Lynch Wealth Management, you can expect personalized service and a commitment to helping you reach your financial goals.

Merrill Lynch Financial Advisor Brandon J Baldwin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Brandon Baldwin joined Merrill Lynch Wealth Management in 2011 and is dedicated to helping clients achieve their financial goals. He holds an M.B.A. with a concentration in Finance from the University of La Verne and has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning CounselorSM designation. Brandon and his team believe in providing bespoke service tailored to each client's unique needs and objectives. They follow the Merrill Lynch Wealth Management Process to help clients establish clear objectives, define strategies, implement recommendations, and review progress. Brandon and his team focus on holistic financial planning and aim to become a trusted resource for each client. They prioritize understanding clients' goals and priorities, and work to develop personalized plans to help them achieve financial security. Brandon and his team are committed to building long-term relationships with clients and helping them navigate changes in their lives and in the financial markets. They provide personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Brandon Baldwin is registered to do business in multiple states and holds the necessary certifications to provide expert financial advice. Contact Merrill Lynch Financial Advisor Brandon J Baldwin for a personalized approach to achieving your financial goals.

Northwestern Mutual Financial, located at 610 Newport Center Drive in Newport Beach, California, is a leading finance institution dedicated to helping individuals protect their families and achieve their financial goals. Our team of financial advisors will work with you to create a personalized plan that balances your current priorities with your future aspirations. With top ratings from major agencies and recognition for customer experience, you can trust us to provide a wide range of financial options tailored to your needs. Whether you're looking to grow your investments, protect your income, or plan for retirement, our advisors are here to guide you every step of the way. Contact us today to start planning for a brighter financial future with Northwestern Mutual.

The Johnson Group - Morgan Stanley is a renowned finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. As part of the Morgan Stanley network, they offer a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, The Johnson Group - Morgan Stanley is dedicated to helping you succeed.

Hobert Wealth Management is a leading finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Our team of experienced financial advisors provide personalized wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer comprehensive financial solutions tailored to each individual's needs. Trust Hobert Wealth Management to guide you towards a secure financial future.

Worthpointe Financial Planners is a leading financial institution located at 895 Dove Street in Newport Beach, California, United States. Specializing in finance, Worthpointe offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. With a team of experienced and knowledgeable financial planners, Worthpointe is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, save for retirement, or plan for your future, Worthpointe Financial Planners is here to help you navigate the complex world of finance with confidence and peace of mind.

Warren Street Wealth Advisors, LLC is a finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. Our team of CFP® fiduciary advisors is dedicated to putting your best interests first. Since our establishment in 2015, we have prioritized our clients and strive to provide exceptional care and support for all their financial needs. When you work with a Warren Street advisor, you can expect personalized attention and expert guidance. Our team consists of four individuals, each with a specific role to ensure that every aspect of your financial plan is monitored and optimized. We are always available to answer your questions, address your concerns, and provide guidance on any financial decisions you may be considering.

Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth. Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.

At Edward Jones - Financial Advisor: Lucy E Walther, CFP®, located at 4100 Newport Place in Newport Beach, California, United States, you will find expert financial guidance and personalized advice from a Certified Financial Planner. Whether you are planning for retirement, saving for college, or investing for the future, Lucy E Walther and her team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted institution for all your financial needs.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located at 5000 Birch Street, Newport Beach, California. With over 30 years of experience, our team focuses on creating practical goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients and their families by mapping out their future and defining their goals and dreams. Our goal-driven approach, guided by the Pence Principles and Pence Process, ensures that our clients' investments align with their objectives. We offer investment management services, estate planning guidance, and philanthropic support to help clients build a secure financial future. Recognized by Barron's Hall of Fame and Forbes, our team of skilled professionals is dedicated to providing quality comprehensive financial management to individual investors. Join us at our upcoming events to learn more about our specialized strategies and how we can help you plan for the future you want.

Karen Lucian - Raymond James is a finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a focus on providing personalized financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, we offer a range of services to meet your needs. Visit us today to learn more about how we can help you secure your financial future.

Aaron Wealth Advisors is a leading finance institution located in Newport Beach, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. We are committed to providing top-notch financial advice and exceptional customer service to ensure our clients' success. Visit us at 520 Newport Center Drive to learn more about how we can help you secure your financial future.

William Yuen - Raymond James is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, William Yuen - Raymond James has the expertise and resources to provide top-notch financial solutions. Their team of experienced professionals is dedicated to providing personalized service and tailored advice to each client. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.

Pacific Wealth Partners is a premier financial institution located at 3333 West Coast Highway in Newport Beach, California. As a leading wealth management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced advisors offers a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At Pacific Wealth Partners, we are dedicated to helping our clients build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.

DiGiulio Finance is a reputable finance institution located at 888 San Clemente Drive in Newport Beach, California. Specializing in a wide range of financial services, DiGiulio Finance prides itself on providing expert advice and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, DiGiulio Finance offers tailored financial planning, investment management, and wealth management services to individuals and businesses alike. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, DiGiulio Finance is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Midwin, Vogel & Nathanson, LLP is a leading accounting and finance institution located at 2801 West Coast Highway in Newport Beach, California, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, and audit services. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are a small business owner or an individual looking for financial guidance, Midwin, Vogel & Nathanson, LLP is dedicated to helping you achieve your financial goals.

Royal Financial is a prestigious finance institution located in Newport Beach, California. Situated at 20101 Southwest Birch Street, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Royal Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Royal Financial is committed to helping you achieve your financial goals. Trust in Royal Financial for all your financial needs and experience the royal treatment you deserve.

Klein Financial Advisors Inc is a trusted finance institution located at 4299 Macarthur Boulevard in Newport Beach, California, United States. Specializing in providing comprehensive financial planning and investment management services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Klein Financial Advisors Inc is committed to providing expert guidance and support to clients in navigating the complexities of the financial world. Contact us today to learn more about how we can help you reach your financial goals.