TOP 30 California estate planning services in Simi Valley, California

44 results found

Carmen B Marquez, PC is a trusted law firm specializing in estate planning services in Simi Valley, California. Located at 2655 First Street, their team of experienced lawyers is dedicated to helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, Carmen B Marquez, PC is committed to providing personalized and professional legal services to meet your unique needs. Contact them today to schedule a consultation and start planning for your future.

Samantha Irenea Campos: Primerica - Financial Services is a reputable insurance agency located at 2259 Ward Avenue in Simi Valley, California. Our dedicated team provides a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to assist you every step of the way. Trust Samantha Irenea Campos: Primerica - Financial Services to provide personalized and professional advice to meet your financial goals.

U.S. Bancorp Investments - Financial Advisors in Simi Valley, California, is a trusted institution offering expert financial advice and services to help individuals and businesses achieve their financial goals. Located at 1445 East Los Angeles Avenue, their team of experienced advisors is dedicated to providing personalized guidance and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, U.S. Bancorp Investments is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He 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®, CFP®, 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®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2345 Erringer Road, Simi Valley, California, United States. Sunil Prabhakar 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®, CFP®, 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 areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as veterans and individuals with special needs. Sunil Prabhakar is dedicated to providing comprehensive and ethical financial advice to individuals and small business owners, utilizing a range of investment strategies to meet their unique needs.

Mark Kamerman - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States, offers a wide range of financial services and expertise. Mark Kamerman holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive top-notch financial advice tailored to their individual needs. From asset management to retirement planning, estate planning, and investment opportunities, Mark Kamerman is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Mark Kamerman has the knowledge and experience to guide you through the complexities of financial planning. Contact Mark Kamerman at Ameriprise Financial Services, LLC for expert advice and personalized financial solutions.

MethodM Wealth - Ameriprise Financial Services, LLC is a finance institution located at 3713 Alamo Street, Simi Valley, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their progress towards their financial goals securely from any device. The institution also offers complimentary initial consultations to help clients get started on their financial journey. The Ameriprise Investment Research Group provides guidance on market conditions and investment impacts, ensuring clients receive one-to-one financial advice and exceptional client service. The institution also assists with retirement readiness planning, estate planning, and passing wealth to the next generation. As part of a branding initiative, they have changed their name to MethodM Wealth.

DJR Financial Services is a finance institution located at 2480 Stearns Street in Simi Valley, California, United States. Specializing in investments and retirement planning, DJR Financial Services offers a complimentary consultation when you call 805-527-2430. With a live receptionist available Monday through Friday from 9:00 AM to 5:00 PM PST, you can easily schedule an appointment to discuss your financial goals. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC and a registered investment advisor. Estate planning services are provided through Citadel Law Offices, while tax preparation services are offered through Skidmore Markell and Company. Please note that DJR Financial Services, Inc. is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor.

William Chase Tax Service, LLC is a reputable accounting and finance institution located at 45 West Easy Street in Simi Valley, California. Our team of Enrolled Agents has a wealth of experience totaling over 50 years, specializing in tax preparation, planning, and audits. We are dedicated to providing personalized services with the highest ethical standards to ensure the best possible outcome for our clients. As your trusted tax partner, we are committed to guiding you through your financial journey. Contact us at (805) 424-1808 or visit our office for expert assistance.

Valley Multiservices is a reputable accounting and finance institution located at 1930 Hubbard Street in Simi Valley, California. Our experienced team of professionals provides a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us today and let us help you with all of your accounting and finance needs.

HBW Advisory Services LLC is a finance institution located at 3355 Cochran Street in Simi Valley, California, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses achieve their financial goals. We offer a range of services including investment management, retirement planning, tax planning, and estate planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, HBW Advisory Services LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

Allstate Personal Financial Representative: Sean P Orsatti is a trusted finance and insurance agency located at 1965 Yosemite Avenue in Simi Valley, California, United States. With a focus on personalized service and tailored financial solutions, Sean P Orsatti helps clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, insurance policies, or investment strategies, Sean and his team are dedicated to providing expert guidance and support. Contact Allstate Personal Financial Representative: Sean P Orsatti today to start building a secure financial future.

Kiwan Law is a reputable institution located at 2655 First Street in Simi Valley, California, United States. Our team of dedicated lawyers understands that legal matters can be daunting, which is why we strive to provide clear and concise explanations in a language that you can easily comprehend. At Kiwan Law, we work closely with our clients to develop customized plans that will lead to the desired outcomes. By combining our knowledge of the law with your unique circumstances, we create a tailored path to success for each case.

The Green Law Group, LLP, located at 1777 East Los Angeles Avenue in Simi Valley, California, is a law firm specializing in serving construction professionals with contracts, licensing, and notices. Over the years, our firm has expanded to offer a wide range of legal services to help small businesses thrive. Our experienced attorneys provide counsel on construction defects, employment issues, contractor licensing, business formations, real estate transactions, contracts, alternate dispute resolutions, estate planning, and insurance claims. Clients trust us to ensure their legal documents are in order, employees are paid correctly, and exposure to liability is limited. When our clients go to court, we stand by their side to fight for their success. Contact The Green Law Group for competent legal representation from attorneys dedicated to producing successful results for their clients.

By The People Document Preparation Center is a finance and lawyer institution located at 2391 Tapo Street, Simi Valley, California, United States. We specialize in Estate Planning services such as Trusts, Wills, Powers of Attorney, Trust Amendments, Special Needs Trust, and Trust Administration. Our Notary Public services are available in every office, with mobile services also offered. In addition to Estate Planning, we also assist with Dissolution of Marriage, Legal Separation, Modification of Visitation and Support, and Paternity Agreements. Our Notary Public services are available for all these legal matters.

The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.

The Law Office of Vernon C. Tucker, located at 2655 First Street in Simi Valley, California, is dedicated to providing effective and aggressive representation for their clients. With a reputation for successful litigation, the firm attracts top talent to handle complex and groundbreaking legal matters. Whether you are in need of prosecution or defense, you can trust that the team at Law Offices of Vernon C. Tucker will be on your side. Serving clients throughout California, this Southern California-based firm offers general information on their website, but advises consulting an attorney for formal legal advice. Attorney Advertising.

Dallara Law is a reputable law firm located in Simi Valley, 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 criminal matter, we are here to help. With a focus on personalized attention and effective communication, Dallara Law strives to achieve the best possible outcome for each and every client. Contact us today at 3695 Alamo Street to schedule a consultation.

The Law Office of Randall J. Sundeen is a reputable legal institution located at 3605 Alamo Street in Simi Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, attorney Randall J. Sundeen provides expert legal representation and guidance to clients in need. With a strong commitment to advocating for his clients' rights and interests, Mr. Sundeen offers personalized and dedicated service to help navigate the complexities of the legal system. Whether you are facing a legal dispute or seeking legal advice, the Law Office of Randall J. Sundeen is here to assist you every step of the way.

James Studer & Associates Law Office is a reputable legal institution located at 2513 Morley Street in Simi Valley, California. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services and representation to their clients. Whether you are dealing with a personal injury case, facing criminal charges, or in need of assistance with family law matters, James Studer & Associates Law Office is here to help. With a track record of success and a commitment to serving their clients with integrity and professionalism, this law office is a trusted choice for all your legal needs.

The Law Offices of Steven A. Wolvek is a reputable law firm located at 2655 First Street in Simi Valley, California, United States. Specializing in various legal matters, Steven A. Wolvek and his team provide expert legal representation and counsel to clients in need of legal assistance. With a focus on professionalism, integrity, and client satisfaction, the Law Offices of Steven A. Wolvek is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation for a business matter, the experienced lawyers at this institution are here to help. Contact them today to schedule a consultation and discuss your legal needs.

Easy Law is a reputable law institution located at 1777 East Los Angeles Avenue in Simi Valley, California. Our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation, or assistance with your case, Easy Law is here to help. Our firm prides itself on delivering personalized and effective solutions to meet the unique needs of each client. Contact us today to schedule a consultation and see how Easy Law can assist you with your legal matters.

The Law Offices of Jennifer Monroe is a reputable legal institution located at 2655 First Street in Simi Valley, California, United States. Specializing in various areas of law, Jennifer Monroe and her team provide expert legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, the Law Offices of Jennifer Monroe is dedicated to advocating for their clients and achieving favorable outcomes in their legal matters. Trust in their experience and expertise for all your legal needs.

Lindeen Gordon R is a reputable law firm located at 4220 East Los Angeles Avenue in Simi Valley, California. With years of experience in the legal field, the firm specializes in providing expert legal advice and representation to clients in a wide range of legal matters. Their team of skilled lawyers is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Lindeen Gordon R is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and discuss your legal needs.

Nezhad Law Firm, PLC is a reputable law firm located at 1464 Madera Road in Simi Valley, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for personal injury, criminal defense, family law, or estate planning matters, Nezhad Law Firm, PLC is committed to advocating for your best interests. With a track record of success and a strong reputation in the legal community, you can trust Nezhad Law Firm, PLC to handle your case with professionalism and expertise. Contact them today to schedule a consultation and discuss your legal needs.

The Law Offices of Kate Young, APC is a boutique estate planning law firm located at 1791 Erringer Road, Simi Valley, California. With over twenty years of experience, we specialize in providing quality legal counsel in the areas of wills and trusts, probate, estate planning, and inheritance planning. Our team assists clients of all estate sizes with the preparation of revocable living trusts and other essential estate planning documents. As a licensed attorney, Kate Young and her team are dedicated to ensuring that the estate planning process is executed properly and completely. We also handle probate matters, Trust administration, and decedent's estates from our offices in Monrovia, Simi Valley, and Burbank, California. When you retain our services, you can trust that your matters are confidential and backed by legal education and experience in California probate courts.

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.

Bryan Diaz Law, P.C. is a reputable law firm located in Simi Valley, California. Our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including personal injury, criminal defense, and family law, we are committed to representing our clients with integrity and professionalism. Whether you are facing a legal issue or seeking legal advice, Bryan Diaz Law, P.C. is here to help. Contact us at 2655 First Street in Simi Valley, California, United States for expert legal assistance.