Comprehensive estate planning services in Oakland, CA
22 results found
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Parnall Trust & Estate Law, PC
● ClosedParnall Trust & Estate Law, PC is a reputable law firm based in Oakland, California, specializing in trust and estate law. With a team of experienced lawyers, they provide expert legal guidance and services to clients in the areas of estate planning, trust administration, and probate. Located at 490 43rd Street, Parnall Trust & Estate Law, PC is committed to helping individuals and families protect their assets and ensure their wishes are carried out according to the law. Whether you are looking to create a comprehensive estate plan or need assistance with trust administration, Parnall Trust & Estate Law, PC is dedicated to providing personalized and professional legal representation.
490 43rd St #201, Oakland, CA 94609, United States -
Falcon Wealth Planning
● ClosedLocated in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Marin Wealth Advisors LLC Oakland
● ClosedMarin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.
1901 Harrison St Ste 1100, Oakland, CA 94612, United States -
Law Offices of Marla Samora
● ClosedThe Law Offices of Marla Samora, located at 1939 Harrison Street in Oakland, California, is a dedicated team of lawyers who believe in providing accessible and zealous advocacy for their clients. Specializing in immigration law, they are committed to ensuring that everyone has the right to security and safety in their chosen place of residence. With a focus on finding creative solutions to complex immigration issues, the team at the Law Offices of Marla Samora works closely with each client to assess their individual circumstances and develop the best legal strategy for their case. Whether you are facing deportation, seeking asylum, or navigating the visa process, their experienced attorneys are here to help.
1939 Harrison St # 420, Oakland, CA 94612, United States -
Fox Courts
● OpenFox Courts, located at 550 18th Street in Oakland, California, is managed by The John Stewart Company. This institution offers a range of services including property management, construction management, new project financing, and joint venture development partnerships. With over 1,400 employees in five offices across California, The John Stewart Company has the expertise to guide clients through the complexities of multi-family real estate financing, development, marketing, and management. The management portfolio includes over 400 properties and more than 30,000 residential units, providing housing for over 100,000 California residents. Services offered at Fox Courts include affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up, specialized program development, common interest developments, acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis. With a full spectrum of housing services under one roof, Fox Courts and The John Stewart Company provide comprehensive and professional support for all real estate development and management needs.
550 18th St, Oakland, CA 94612, United States -
6th & Oak Associates
● Open6th & Oak Associates is a reputable real estate agency located at 609 Oak Street in Oakland, California, United States. With years of experience in the industry, our team of dedicated professionals is committed to providing top-notch real estate services to our clients. Whether you are looking to buy, sell, or rent a property, we are here to help you every step of the way. Contact us today to learn more about how we can assist you with your real estate needs.
609 Oak St, Oakland, CA 94607, United States -
Law Office of Craig Ching, PC
● ClosedThe Law Office of Craig Ching, PC is a business law attorney located at 303 Twin Dolphin Drive in Redwood City, California. With over 15 years of experience, Craig Ching offers personalized legal services to meet the unique needs of each client. Specializing in business transactions and complex litigation, Craig can assist with mergers and acquisitions, contract drafting, intellectual property protection, and business entity formation. Craig Ching prides himself on building strong relationships with his clients, providing ongoing support as their businesses grow and evolve. As a trusted advisor and outside general counsel, Craig is dedicated to helping his clients reduce stress and achieve their business goals. Serving the San Francisco Bay Area, including San Jose, Santa Clara, Palo Alto, and Oakland, the Law Office of Craig Ching, PC offers a full range of business law services to ensure the success of your company. Contact Craig Ching at craig@lawofficeofcraigching.com or (650) 632-4356 for expert legal guidance and support.
303 Twin Dolphin Dr Fl 6, Redwood City, CA 94065, United States -
O'Connor, Runckel & O'Malley LLP
● ClosedO'Connor, Runckel & O'Malley LLP is a prestigious law firm located in Walnut Creek, California, serving clients in Contra Costa County and the greater San Francisco Bay Area. With over 90 years of combined experience, our attorneys specialize in handling serious personal injury and criminal cases. As former Contra Costa County prosecutors, our partners have tried over 250 jury trials, giving us a unique advantage in the courtroom. One of our partners, Dan O'Malley, is a retired Contra Costa County Superior Court Judge, providing our clients with the rare advantage of having a former Judge working on their cases. Our goal is to bring justice to those who have been harmed by the wrongdoing of others, seeking full compensation for their losses.
1196 Boulevard Way Suite 20, Walnut Creek, CA 94595, United States -
Summerall Law, P.C.
● ClosedSummerall Law, P.C. is a law firm located at 3873 Piedmont Avenue in Oakland, California, United States. Specializing in estate planning, the firm aims to make the process fast, friendly, easy, and affordable for clients. They offer services such as creating wills, trusts, probates, powers of attorney, and health care directives. The firm's founder and managing attorney, Sarah Summerall, is dedicated to helping clients have difficult conversations with their loved ones and ensuring their assets are distributed according to their wishes. With a team of dedicated attorneys, Summerall Law, P.C. provides clear, organized, and affordable estate planning solutions to clients in the Bay Area. Whether you need a simple document or a comprehensive plan, Summerall Law, P.C. is committed to helping you secure your family's future. Contact them today to schedule a consultation.
3873 Piedmont Ave #8, Oakland, CA 94611, United States -
CunninghamLegal
● ClosedCunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.
6200 Antioch St, Oakland, CA 94611, United States -
People Law Practice - Susanna Tuan
● ClosedPeople Law Practice - Susanna Tuan is a reputable law firm located on Piedmont Avenue in Oakland, California. Specializing in various areas of law, including family law, immigration law, and estate planning, Susanna Tuan and her team provide expert legal advice and representation to clients in need. With a commitment to serving the community and advocating for justice, People Law Practice is dedicated to helping individuals navigate the complexities of the legal system. Whether you are facing a divorce, need assistance with a visa application, or want to create a comprehensive estate plan, Susanna Tuan and her team are here to help. Contact People Law Practice - Susanna Tuan today for professional and compassionate legal services.
3871 Piedmont Ave #4, Oakland, CA 94611, United States -
ATA Law Group
● OpenATA Law Group is a reputable law firm located in Oakland, California. Our experienced team of attorneys provides expert legal services in various practice areas including personal injury, immigration law, criminal defense, and more. We are dedicated to providing high-quality legal representation and personalized attention to our clients. Whether you are facing a complex legal issue or need guidance through a challenging legal process, ATA Law Group is here to help. Contact us today to schedule a consultation at our office on 4030 Martin Luther King Junior Way.
4030 Martin Luther King Jr Way, Oakland, CA 94609, United States -
Law Offices of Leon H. Rountree III
● ClosedThe Law Offices of Leon H. Rountree III is a reputable legal institution located at 4200 Park Boulevard in Oakland, California, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, attorney Leon H. Rountree III and his team provide expert legal representation and guidance to clients in need. With a commitment to serving the community and a track record of successful cases, the Law Offices of Leon H. Rountree III is a trusted choice for those seeking professional legal assistance.
4200 Park Blvd #385, Oakland, CA 94602, United States -
Merrill Lynch Financial Advisor Blake M Welpton
● ClosedMerrill Lynch Financial Advisor Blake M Welpton, located at 1111 Broadway, Oakland, California, United States, offers a comprehensive range of financial services. With over 23 years of experience in the industry, Blake is a seasoned professional who is dedicated to helping clients achieve their long-term financial goals. As a Wealth Management Advisor, Blake holds the Chartered Financial Consultant® and Certified Divorce Financial Analyst® designations, providing expert advice in areas such as investments, wealth management, retirement planning, and estate planning. At Merrill Lynch Wealth Management, Blake and his team focus on building strong client relationships based on trust and personalized service. By understanding each client's unique goals and priorities, they can create a customized financial plan that reflects their individual needs. With access to the global resources of Merrill and banking solutions from Bank of America, clients can benefit from a tailored approach designed to help them achieve their financial objectives.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Paul D Low
● ClosedMerrill Lynch Financial Advisor Paul D Low, located at 1111 Broadway in Oakland, California, is a finance institution that specializes in helping clients manage concentrated stock positions and navigate important life transitions such as retirement, inheritance, or the sale of a business. Paul D Low provides access to Bank of America Private Bank for trust and estate planning services, as well as Bank of America for credit and lending needs. He works closely with clients' attorneys, accountants, and other advisors to coordinate their financial and legacy approach. At Merrill Lynch Wealth Management, Paul D Low focuses on building personalized financial plans centered around clients' goals and priorities. By understanding each client's unique needs and aspirations, he helps design and implement customized plans to help manage investment risk and pursue financial goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Paul D Low collaborates with clients to develop strategies tailored to their financial needs.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Financial Advisor Buzz Brown
● ClosedMerrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
CAVU Wealth Advisors, LLC
● ClosedCAVU Wealth Advisors, LLC is a finance institution located at 1220 Oakland Boulevard in Walnut Creek, California. Our team of experienced advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. We offer a range of services including wealth management, retirement planning, and estate planning. At CAVU Wealth Advisors, LLC, we are committed to providing top-notch financial guidance and support to help our clients thrive and secure their financial future.
1220 Oakland Blvd #200, Walnut Creek, CA 94596, United States -
Sun Financial Group
● ClosedSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States -
Law Offices of Steven M. Simrin
● ClosedThe Law Offices of Steven M. Simrin is a reputable institution located in Oakland, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for all of our clients' legal and financial needs. Visit us at 318 Harrison Street to learn more about how we can assist you.
318 Harrison St #102, Oakland, CA 94607, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
2310 East Ponderosa Drive, Camarillo, California 93010, United States -
Royal Coffee Inc
● ClosedWelcome to Royal Coffee Inc., your premier destination for the finest green coffee beans, located at 3306 Powell St, Emeryville, CA 94608, United States. As a leader in the coffee industry, we pride ourselves on importing exceptional coffees from over 30 countries, offering a diverse selection that caters to specialty coffee connoisseurs and roasting houses worldwide. Explore our exclusive Gem lineup, featuring consistent and delicious coffees stored in environmentally friendly Ecotact bags within easy-to-handle 50 lb boxes. Take advantage of our new promotion: buy three or more Gems and save $10 per box with code GEM30. Discover our latest offerings, including Fair Trade Organic, decaf, and women-produced lots sourced from our long-term partners. Our Royal Gem selections include:
3306 Powell St, Emeryville, CA 94608, United States
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