TOP 10 Charitable trusts in Santa Rosa, California

Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve. As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.

Central Coast Trust, located at 755 Santa Rosa Street in San Luis Obispo, California, is dedicated to helping individuals and families reach their financial goals through specialized services in trusts and estates. With over 30 years of experience, our team of professionals can assist with trust administration, estate settlement, and complex asset management. As a fiduciary, we hold ourselves to the highest ethical and legal standards to ensure your intentions are honored as outlined in your trust or estate documents. Whether you are looking to establish a trust, appoint a trustee, or need assistance with estate administration, Central Coast Trust is here to partner with you every step of the way. Our goal is to provide personalized services that cater to your unique needs and objectives. We understand the importance of creating a legacy for future generations and can help you navigate the complexities of trusts and foundations.

Sonoma Land Trust, located at 822 5th Street in Santa Rosa, California, is a nonprofit organization dedicated to conserving land in Sonoma County. As a tourist attraction, visitors can learn about the importance of preserving natural landscapes and wildlife habitats in the area. The institution acknowledges the ancestral lands of Indigenous peoples and strives to honor their knowledge and stewardship of the land. Sonoma Land Trust is a tax-exempt charitable organization, and donations are tax deductible. Visitors can support the organization's mission to protect the cultural and traditional connections to the land for future generations.

Veronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.

Friedemann Goldberg Wargo Hess LLP is a premier law firm located in Santa Rosa, California. Founded in 1999, our firm combines the high-quality legal services of a larger firm with the personalized attention and responsiveness of a smaller firm. Specializing in estate planning, our experienced and creative attorneys handle complex matters with flexibility and speed. We maintain close affiliations with lawyers throughout California and beyond, ensuring that we can deliver the finest legal services to our clients. Many of our attorneys have a strong commitment to pro bono work, volunteering their time and expertise to various charitable organizations and community projects.

Galanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.

Paladin Fiduciary Services LLC is a reputable finance institution located at 6570 Oakmont Drive in Santa Rosa, California, United States. With a strong emphasis on trust and integrity, Paladin Fiduciary Services LLC provides a wide range of fiduciary and financial services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you need assistance with estate planning, investment management, or trust administration, Paladin Fiduciary Services LLC is committed to providing personalized solutions tailored to your specific needs. Trust in Paladin Fiduciary Services LLC for all your financial needs.

Catholic Church Theresa is a health institution located at 987 Airway Court in Santa Rosa, California, United States. With a strong focus on providing compassionate care and support to individuals in need, the institution offers a range of health services and programs rooted in the principles of the Catholic Church. Patients can expect to receive high-quality medical care in a warm and welcoming environment, guided by the values of faith, hope, and love. The dedicated staff at Catholic Church Theresa are committed to promoting the health and well-being of all those they serve, making it a trusted and reliable resource for the community.

Jordan & Associates Retirement Services is a leading finance institution located at 100 Stony Point Road in Santa Rosa, California, United States. Specializing in retirement planning and services, our experienced team of professionals is dedicated to helping individuals achieve their financial goals for their golden years. With a focus on personalized strategies and expert guidance, we strive to provide our clients with peace of mind and financial security as they plan for retirement. Trust Jordan & Associates Retirement Services to navigate the complexities of retirement planning and help you build a stable financial future.

A.E.I. Tax is a reputable finance institution located at 3558 Round Barn Boulevard in Santa Rosa, California, United States. Specializing in tax services, A.E.I. Tax offers expert advice and assistance to individuals and businesses in navigating the complex world of taxes. With a team of knowledgeable professionals, A.E.I. Tax is dedicated to providing top-notch services and helping clients maximize their financial well-being. Trust A.E.I. Tax for all your tax needs.

Edward Jones - Financial Advisor: Norman W Eisley, CFP® is a reputable finance institution located at 1421 Guerneville Road in Santa Rosa, California, United States. As a Certified Financial Planner, Norman W Eisley offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, clients can trust Edward Jones - Financial Advisor: Norman W Eisley, CFP® to guide them towards a secure financial future.

Edward Jones - Financial Advisor: Erika Lockwood, CFP® is a reputable financial institution located at 1625 Terrace Way in Santa Rosa, California. Specializing in finance, Erika Lockwood, a Certified Financial Planner, provides expert advice and personalized financial solutions to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Erika Lockwood, CFP® is dedicated to helping individuals and families navigate the complexities of the financial world with confidence and peace of mind.

K B Accounting is a reputable institution located at 1301 Farmers Lane in Santa Rosa, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to helping individuals and businesses manage their financial needs effectively. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are committed to providing top-notch services tailored to meet your specific requirements. Trust K B Accounting to handle all your accounting and finance needs with precision and expertise.

Antonini CPAs LLP, led by John R Antonini CPA, is a reputable accounting and finance institution located at 631 5th Street in Santa Rosa, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, audit assistance, and more. Clients can trust Antonini CPAs LLP for reliable and personalized financial solutions to meet their individual or business needs.