TOP 30 California estate planning services in San Clemente, California
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Ocean Estate Law - San Clemente
● ClosedOcean Estate Law - San Clemente, located at 100 South Ola Vista in San Clemente, California, is a trusted institution specializing in estate planning and probate law. Led by Certified Specialist Jennifer Elliott, the team at Ocean Estate Law has helped numerous Orange County families protect their assets and ensure their wishes are carried out without court interference. With over 20 years of experience, Jennifer and her team provide personalized and thorough estate planning services, ensuring every detail is carefully considered to safeguard your family's financial future for generations to come. Whether you need assistance with creating a trust, navigating probate court, or appointing a successor trustee, Ocean Estate Law is here to guide you through the process with professionalism and expertise. Clients praise Jennifer and her team for their responsiveness, professionalism, and ability to simplify complex legal matters. With a focus on strategic planning and creating customized estate plans, Ocean Estate Law is dedicated to helping clients minimize the risk of probate litigation and ensure their assets are protected. Contact Ocean Estate Law - San Clemente today to schedule a consultation and take the first step towards securing your family's financial future.
100 S Ola Vista Suite A, San Clemente, CA 92672, United States -
NewCoast Wealth Advisors - UBS Financial Services Inc.
● OpenNewCoast Wealth Advisors - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California. As a part of the UBS Financial Services Inc. network, we offer comprehensive wealth management solutions to our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with the support and resources you need to succeed. Visit us today to learn more about how we can help you secure your financial future.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Pacific Wealth Management - UBS Financial Services Inc.
● OpenPacific Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to providing personalized financial solutions to help clients achieve their financial goals. With a focus on integrity and excellence, we offer a wide range of services including investment management, retirement planning, and estate planning. Contact us today to learn how we can help you secure your financial future.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
The Sebastian Gayner Hammett Group - UBS Financial Services Inc.
● OpenThe Sebastian Gayner Hammett Group - UBS Financial Services Inc. is a renowned financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a focus on providing top-notch financial services, the institution offers expertise in wealth management, investment advisory, and financial planning. The team at The Sebastian Gayner Hammett Group is dedicated to helping clients achieve their financial goals and secure their financial future. With a strong reputation for excellence and a commitment to personalized service, The Sebastian Gayner Hammett Group is a trusted partner for individuals and businesses looking to grow and protect their assets.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Gallagher Carpenter Group - UBS Financial Services Inc.
● OpenThe Gallagher Carpenter Group - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of wealth management solutions to help clients achieve their financial goals. The experienced team at Gallagher Carpenter Group - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Maria Kutscher - UBS Financial Services Inc.
● OpenMaria Kutscher - UBS Financial Services Inc. is a reputable finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong focus on providing top-notch financial services to its clients, Maria Kutscher - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions tailored to meet the unique needs and goals of each individual or organization. With a team of experienced professionals and a commitment to excellence, clients can trust in the expertise and dedication of Maria Kutscher - UBS Financial Services Inc. for all their financial needs.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Sebastian D'Anna Wealth Management - UBS Financial Services Inc.
● OpenSebastian D'Anna Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a reputation for excellence in wealth management, our team of experienced professionals provides personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our comprehensive range of services and expertise in the financial industry can help you achieve your financial goals. Trust in Sebastian D'Anna Wealth Management - UBS Financial Services Inc. to guide you towards a secure and prosperous financial future.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Samuel J. Davidson - UBS Financial Services Inc.
● OpenSamuel J. Davidson - UBS Financial Services Inc. is a renowned financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation in the finance industry, they offer a wide range of services to help clients manage their investments and achieve their financial goals. Their team of experienced professionals provides personalized advice and guidance to address each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Samuel J. Davidson - UBS Financial Services Inc. is dedicated to helping you succeed.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Robert P. Bob Allen - UBS Financial Services Inc.
● OpenRobert P. Bob Allen - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Robert P. Bob Allen - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and guidance.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Sheffield & Sutton Wealth Management - UBS Financial Services Inc.
● OpenSheffield & 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.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Trek Financial- San Clemente
● OpenTrek Financial in San Clemente is a reputable finance institution located at 209 Avenida Del Mar in California, United States. Our experienced team is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest, save for the future, or secure a loan, we are here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.
209 Avenida Del Mar Suite 201C, San Clemente, CA 92672, United States -
The Smith Group - UBS Financial Services Inc.
● OpenThe 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.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
The Hamilton Group - UBS Financial Services Inc.
● OpenThe 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.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Lawrence Trust and Estate Law
● ClosedWelcome to Lawrence Trust and Estate Law Located in the heart of San Clemente, California, at 1201 Puerta Del Sol, Lawrence Trust and Estate Law is your trusted partner in navigating the complexities of estate planning and trust law. Our dedicated team of experienced attorneys is committed to providing personalized legal services tailored to meet the unique needs and goals of each client.
1201 Puerta Del Sol, San Clemente, California 92673, United States -
Square One Financial Services
● OpenWelcome to Square One Financial Services, your trusted partner in financial planning and management located in the heart of San Clemente, California. Situated at 940 Calle Negocio, we pride ourselves on offering personalized and comprehensive financial solutions tailored to meet the unique needs of each client. Our team of experienced professionals is dedicated to helping you achieve financial stability and growth through a range of services, including investment management, retirement planning, tax strategies, and estate planning. At Square One Financial Services, we believe in starting from the ground up, ensuring that our clients build a strong financial foundation for a secure future.
940 Calle Negocio, San Clemente, California 92673, United States -
San Clemente Shore by Wedgewood Weddings
● ClosedWelcome to San Clemente Shore by Wedgewood Weddings, your idyllic Southern California sanctuary where the Pacific Ocean sets the stage for unforgettable weddings. Nestled at 150 East Avenida Magdalena in San Clemente, California, this stunning venue combines the charm of Spanish-style architecture with the breathtaking beauty of ocean views. Say your vows against the backdrop of rolling waves and capture timeless moments on our wrap-around balcony while your guests enjoy cocktails and the gentle sea breeze. Our venue features a vaulted grand ballroom with exposed beams, a comfortable bar/lounge area, and meticulously landscaped grounds, perfect for both intimate and grand celebrations. At San Clemente Shore, we offer all-inclusive, customizable packages that take the stress out of wedding planning, allowing you to focus on the joy of your special day. Our expert team provides daily planning assistance, a walkthrough rehearsal, and ceremony coordination to ensure every detail is flawless.
150 East Avenida Magdalena, San Clemente, California 92672, United States -
Fardad Siavoshi Real Estates Broker
● ClosedWelcome to Fardad Siavoshi Real Estates Broker Located at 1902 Via Sage, San Clemente, California, Fardad Siavoshi Real Estates Broker is your trusted partner in navigating the dynamic real estate market. Whether you are buying or selling a home, your success depends on the expert advice and services provided by our dedicated team.
1902 Via Sage, San Clemente, California 92673, United States -
Echelberger Group | Inhabit Real Estate
● OpenWelcome to Echelberger Group | Inhabit Real Estate, your premier destination for luxury real estate in the heart of Southern California. Located at 302 North El Camino Real, San Clemente, CA, our office is perfectly situated to serve the vibrant communities of San Clemente and beyond. Whether you are buying, selling, or investing, our seasoned team of Realtors is committed to delivering exceptional service and unparalleled expertise. Discover the epitome of coastal living with our exclusive listings, including stunning oceanfront properties in the private enclave of Capistrano Shores. Experience breathtaking panoramic views, exquisite craftsmanship, and state-of-the-art technology in some of the finest homes available. Our properties in the gated Careyes enclave of Talega offer an intimate, private setting for those seeking a luxurious lifestyle.
302 North El Camino Real, San Clemente, California 92672, United States -
Bergfeld Real Estate - Keller Williams
● OpenWelcome to Bergfeld Real Estate - Keller Williams, your trusted partner in navigating the dynamic real estate market of San Clemente, California. Conveniently located at 212 Avenida Lobeiro, our dedicated team of experienced professionals is committed to providing personalized and comprehensive real estate services to meet all your buying, selling, and investment needs. At Bergfeld Real Estate, we pride ourselves on our deep local expertise and unwavering commitment to client satisfaction. Whether you are looking for your dream home, seeking investment opportunities, or planning to sell your property, we offer tailored solutions and cutting-edge marketing strategies to ensure successful transactions.
212 Avenida Lobeiro, San Clemente, California 92672, United States -
The Law Office of Shannon Wolf
● OpenThe Law Office of Shannon Wolf is a trusted legal firm located at 1201 Puerta Del Sol in San Clemente, California. Specializing in various areas of law, including family law, estate planning, and business law, Shannon Wolf and her team are dedicated to providing high-quality legal services to clients in the United States. With a commitment to personalized attention and effective representation, The Law Office of Shannon Wolf is the go-to choice for individuals seeking skilled and experienced legal counsel. Contact them today to schedule a consultation and get the legal assistance you deserve.
1201 Puerta Del Sol #213, San Clemente, CA 92673, United States -
White Water Realty, Inc.
● OpenWhite Water Realty, Inc. is a premier real estate agency located in the heart of San Clemente, California. Specializing in beachfront properties and luxury homes, our team of experienced agents is dedicated to helping clients find their dream home along the beautiful Southern California coast. In addition to our real estate services, we also offer travel agency services to assist clients in planning their perfect vacation getaway. Visit us at 800 South El Camino Real and let White Water Realty, Inc. help you find your slice of paradise.
800 S El Camino Real #204, San Clemente, CA 92672, United States -
Cypress Perch by Rentence Properties
● OpenCypress Perch by Rentence Properties is a charming and picturesque lodging destination located at 640 Calle Vicente in the beautiful coastal town of San Clemente, California, United States. This institution offers a unique combination of lodging, real estate, and travel services, making it the perfect one-stop shop for all your vacation needs. Whether you're looking for a cozy place to stay for the weekend, interested in purchasing a vacation home, or in need of assistance planning your next getaway, Cypress Perch has got you covered. With its convenient location and top-notch customer service, Cypress Perch by Rentence Properties is the ultimate destination for a relaxing and memorable stay in sunny San Clemente.
640 Calle Vicente, San Clemente, CA 92673, United States -
Compass Property Management Corporation
● ClosedCompass Property Management Corporation is a finance and real estate agency located at 302 North El Camino Real in San Clemente, California, United States. Specializing in Homeowners Association and Rental properties, Compass is a trusted Orange County property management company. With a team dedicated to conducting business with integrity, Compass offers professional and versatile services to meet the specific needs of clients, whether they are new to rental ownership or experienced investors. The residential property management team at Compass manages a variety of properties, including single-family homes, townhomes, apartments, and associations. Access to professional vendors ensures that properties are well-maintained and attractive. In case of emergencies, tenants can reach a 24-hour service line for assistance.
302 N El Camino Real #100, San Clemente, CA 92672, United States -
Law Office of Christopher Hewitt
● ClosedThe Law Office of Christopher Hewitt is a respected legal institution located in San Clemente, California. Specializing in various areas of law, including family law, estate planning, and business law, Christopher Hewitt and his team provide expert legal representation and guidance to clients in need. With a commitment to personalized service and a dedication to achieving the best possible outcomes for their clients, the Law Office of Christopher Hewitt is a trusted resource for individuals and businesses in the San Clemente area. Visit their office at 209 Avenida Del Mar for a consultation today.
209 Avenida Del Mar # 206, San Clemente, CA 92672, United States -
Vondrak Law
● ClosedVondrak Law is a veteran-owned firm located in downtown San Clemente, California, offering legal services for families, individuals, and small businesses. Specializing in estate planning, privacy protection, and asset preservation, our goal is to help our clients navigate complex legal matters with comfort and personalized attention. Our services include Living Trusts, Privacy Trusts, Corporations, LLCs, and Notary Services. We also assist startups and small businesses in selecting and forming the best entity for their needs, such as Corporations, S-Corps, LLCs, or Partnerships. Additionally, we provide asset protection strategies for individuals at high risk of liability lawsuits. Contact us to schedule an appointment and secure your legacy.
1010 S El Camino Real Suite 202, San Clemente, CA 92672, United States -
Law Offices of Cohen & Blitz
● OpenThe Law Offices of Cohen & Blitz is a reputable law firm located at 500 North El Camino Real in San Clemente, California. Specializing in various aspects of law, our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled lawyers are here to help. Trust in the expertise and professionalism of the Law Offices of Cohen & Blitz for all your legal needs.
500 N El Camino Real #200, San Clemente, CA 92672, United States -
Law Offices of Kathleen M. Loyer, Inc.
● ClosedThe Law Offices of Kathleen M. Loyer, Inc. is a reputable legal institution located at 946 Calle Amanecer in San Clemente, California, United States. Specializing in various areas of law, including personal injury, family law, and criminal defense, our team of experienced attorneys is dedicated to providing top-notch legal representation and guidance to our clients. With a focus on integrity, professionalism, and personalized service, we strive to achieve the best possible outcomes for each case we handle. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
946 Calle Amanecer STE E, San Clemente, CA 92673, United States -
Stifter Law Corporation
● ClosedStifter Law Corporation is a reputable law firm located at 1181 Puerta Del Sol in San Clemente, California. Specializing in various legal services, their team of experienced lawyers is dedicated to providing top-notch representation and guidance to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Stifter Law Corporation is committed to delivering professional and effective solutions tailored to your specific needs. With a strong reputation for excellence and a track record of success, you can trust Stifter Law Corporation to handle your legal matters with skill and expertise.
1181 Puerta Del Sol STE 100, San Clemente, CA 92673, United States -
Todd Anderson Law Group
● ClosedTodd Anderson Law Group is a reputable law firm located in San Clemente, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team of lawyers is dedicated to providing top-notch legal services to clients in need. With a commitment to excellence and personalized attention, Todd Anderson Law Group strives to achieve the best possible outcomes for their clients. Visit us at 105 East Mariposa to discuss your legal needs with our skilled attorneys.
105 E Mariposa, San Clemente, CA 92672, United States -
The Spencer Law Firm
● ClosedThe Spencer Law Firm, located at 903 Calle Amanecer in San Clemente, California, is a renowned institution specializing in California class action, consumer rights, employment, personal injury, and tenant rights law. Led by attorney Jeffrey Spencer, the firm has successfully represented thousands of clients in various legal matters, obtaining an aggregate settlement value of over $120 million. With a strong foundation in California litigation practice, the attorneys at The Spencer Law Firm provide zealous and aggressive representation to their clients. Whether it's a simple injury case or a complex class action lawsuit against large corporations, clients can expect the highest level of personal attention and professionalism.
903 Calle Amanecer STE 220, San Clemente, CA 92673, United States
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