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TOP 30 Digital asset planning in California
22 results found
A convenient service for searching for businesses, places and services
Jeff Gielau, ChFC, Retirement Planning
Jeff Gielau, ChFC, Retirement Planning is a finance institution located at 2582 North Santiago Boulevard, Orange, California, United States. At Santiago Orchard Financial and Insurance Services, they believe that education is key to helping clients and the community achieve financial success. The institution offers customizable planning, asset management, and answers to pressing financial questions. Their team is dedicated to providing exceptional personal service based on the principles of Customer Service, Education, and Customizable Planning. They offer research, articles, and digital magazines to keep clients informed about factors that could impact their financial picture. Jeffrey A. Gielau, ChFC, serves as the President of the institution and can be contacted for financial planning advice. Securities are offered through Fortune Financial Services, Inc., and Santiago Orchard Financial & Insurance is a separate entity.
Hotatech Inc
Hotatech Inc is a premier car repair and store located at 15348 Valley Boulevard in the bustling City of Industry, California, United States. Our expert technicians are dedicated to providing top-notch service and quality repairs for all makes and models of vehicles. Whether you need routine maintenance, major repairs, or custom upgrades, Hotatech Inc has you covered. Visit us today and experience the difference of our professional and reliable services.
Spark Dental
Spark Dental is a top-notch dental institution located at 9200 Scranton Road in San Diego, California, United States. We understand that visiting the dentist can be daunting, which is why we take a unique approach to dental care. Our goal is to learn, educate, and exceed expectations to optimize the patient experience. We do dentistry differently at Spark Dental. Our comprehensive approach to oral health care includes a full-mouth examination, data collection, and personalized treatment plans for both short-term and lifelong oral health. We base our care on science and evidence, ensuring the best possible outcomes for our patients.
PRJ Insurance Marketing
PRJ Insurance Marketing is a reputable insurance agency located at 125 North Lincoln Street in Dixon, California, United States. We specialize in providing comprehensive insurance solutions to protect our clients' assets and financial well-being. Our team of experienced agents is dedicated to helping individuals and businesses find the right insurance coverage tailored to their specific needs. Whether you are looking for auto, home, life, or business insurance, PRJ Insurance Marketing is here to provide you with reliable and personalized service. Contact us today to learn more about how we can help you secure your future.
Newport Beach Insurance Center
Newport Beach Insurance Center, located at 120 Tustin Avenue in Newport Beach, California, is a full-service insurance agency dedicated to meeting the Home, Auto, and Umbrella Insurance needs of our clients. Whether you are looking to insure fine art, sports memorabilia, collector vehicles, or commercial properties, we have you covered. Our experienced team is happy to meet with clients virtually or in-person to review policies and provide personalized service. We also offer top-rated insurance for a wide variety of collectibles and collector's items, as well as strong partnerships in the Marine and Aviation space.
Pacific Western Bank
Pacific Western Bank, located at 1025 West 190th Street in Gardena, California, is a trusted financial institution that offers a wide range of banking and finance services. Please note that our ABA/routing number, 122238200, now reflects the name Banc of California. We have merged with Banc of California, N.A., and continue to provide top-notch banking solutions to our customers. Whether you are a small business owner or a large corporation, we are here to support you at every stage of your business journey. From pre-seed funding to IPO, we offer a variety of services designed to help you succeed. Our insured cash sweep service provided by the ICS network of banks can protect your deposits up to $225 million.
Galanti & Copenhaver, Inc.
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.
Bridge Law LLP
Bridge Law LLP is a prestigious law firm located at 2 Union Square in Union City, California, United States. Specializing in domestic and international counsel for families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We can help you restructure and save on various taxes such as property taxes, income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can handle all your legal business needs, including business formations, mergers & acquisitions, and tax planning. We also have a dedicated team of international law attorneys who excel at integrating local and foreign regulations to meet each client's unique business objectives.
The Law Firm of Bezaire, Ledwitz & Associates, APC
The Law Firm of Bezaire, Ledwitz & Associates, APC is a reputable institution located at 2780 Skypark Drive in Torrance, California, United States. Specializing in estate planning and probate, their team of experienced lawyers, led by Samuel B. Ledwitz, J.D., LL.M., provides expert guidance in establishing Trusts, Wills, Durable Power of Attorney, and other related documents. They also offer advanced estate planning services for families with substantial estates to minimize Estate Tax liabilities. Their comprehensive approach to estate planning includes considerations for digital assets, such as social media accounts, email accounts, and online banking and investment accounts. The firm also addresses the question of whether a single person can create a Revocable Living Trust, emphasizing the importance of doing so for individuals in such circumstances.
Mutual of Omaha® Advisors - Los Angeles
Mutual of Omaha® Advisors - Los Angeles is a finance and insurance agency located at 10880 Wilshire Boulevard, Los Angeles, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to bring valuable exposure to your business, as well as a world-class CRM and extensive material library to help build your digital brand. We promote a work environment that takes your life into consideration and provide future growth options within the company.
Afshin Cohen - State Farm Insurance Agent
Afshin Cohen - State Farm Insurance Agent is a trusted insurance agency located at 8665 Wilshire Boulevard, Beverly Hills, California, United States. Our agency is built on the principle of creating lifelong relationships with our customers, one client at a time. We believe that happy customers and employees are the key to success, which is why we offer more than just auto and home insurance. Our knowledgeable team is dedicated to educating our customers and providing financial services to help them plan for their future. We offer a wide range of insurance and financial services, including auto insurance, life insurance, EPLI, E&O, Condo HOA D & O, and more. Whether you prefer to call, text, email, walk in, or apply online for a free quote, we are here to assist you. Our services extend to Beverly Hills, Los Angeles, West Hollywood, and beyond, covering California, Nevada, Arizona, and Oregon.
The Law Firm of Bezaire, Ledwitz & Associates, APC
The Law Firm of Bezaire, Ledwitz & Associates, APC is a trusted institution located at 609 Deep Valley Drive in Rolling Hills Estates, California, United States. Specializing in estate planning, probate, and advanced estate planning, our team led by Samuel B. Ledwitz, J.D., LL.M. is dedicated to helping families with substantial estates navigate the complexities of estate tax liabilities. Whether you need to establish a Trust, Will, Durable Power of Attorney, or plan for your digital assets, we provide expert guidance and personalized solutions. We understand the importance of protecting your assets and ensuring your wishes are carried out. Contact us today for a consultation and let us help you secure your legacy for future generations.
The Law Firm of Bezaire, Ledwitz & Associates, APC
The Law Firm of Bezaire, Ledwitz & Associates, APC is a reputable institution located at 4401 Atlantic Avenue in Long Beach, California, United States. Specializing in estate planning, probate, and advanced estate planning strategies, the firm is led by Samuel B. Ledwitz, J.D., LL.M. Their services include establishing trusts, wills, durable powers of attorney, and other related documents to ensure the smooth transfer of assets upon a person's passing. They also provide guidance on reducing and offsetting estate tax liabilities for families with substantial estates. Additionally, the firm offers advice on estate planning for digital assets, emphasizing the importance of identifying and granting access to online accounts. Whether you are a single person looking to create a revocable living trust or seeking assistance with elder care and conservatorship matters, Bezaire, Ledwitz & Associates, APC is dedicated to providing expert legal counsel to meet your needs.
LegalFormsLawFirm.com
LegalFormsLawFirm.com is a reputable lawyer institution located at 1938 Kellogg Avenue, Carlsbad, California, United States. They specialize in handling divorce cases from start to finish, offering flat lawyer fees for various services. The institution stands out from other law firms due to their efficient and stress-free process for obtaining a final divorce judgment. They offer different packages depending on the complexity of the case, including options for couples with or without minor children, property, assets, retirement plans, or debts. Clients can choose from a range of services, such as preparing petition forms, court filing, service of process, and more. The institution also caters to military personnel, offering services compliant with the Servicemembers Civil Relief Act. With a 5-step payment plan and fast processing times, LegalFormsLawFirm.com aims to provide a convenient and modern legal solution for clients seeking divorce. Their online platform allows clients to review and sign documents digitally, making the process seamless and convenient. Whether it's a true default divorce or an uncontested divorce with a marital settlement agreement, the institution ensures that all aspects of the case are handled professionally. Additionally, they offer services such as child support calculations, custody and visitation parenting plans, and property division analysis. With positive reviews from satisfied clients, LegalFormsLawFirm.com is a trusted choice for individuals looking for reliable legal assistance in divorce proceedings.
Excellent Solutions
Excellent Solutions is a leading finance institution located at 14728 Pipeline Avenue in Chino Hills, California. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Excellent Solutions is here to provide you with personalized solutions tailored to your individual needs. Visit us today and let us help you secure a brighter financial future.
Eberts Law Group
Eberts Law Group, located at 1160 North Dutton Avenue in Santa Rosa, California, is a trusted institution specializing in legal services. They offer digital estate planning solutions through illuminote, a platform designed to securely register, manage, and authenticate legal records for trust and estate plans. Advisors are encouraged to embrace digital estate planning as an essential component of modern financial planning for the next generation of clients. With D.A.R.C.i. Registry, Eberts Law Group provides a solution for multi-generational estate planning, allowing clients to stay informed with the latest updates and boost generational asset retention rates. By utilizing this platform, firms can enhance their financial performance by cutting down on time, cost, and risks associated with manual reviews of legal documents.
Merhab Robinson & Clarkson, Law Corporation
Merhab Robinson & Clarkson, Law Corporation is a prestigious law firm located at 1551 North Tustin Avenue in Santa Ana, California, United States. Specializing in business law and estate planning, our experienced principals offer personalized legal protection for your business, assets, and family. With decades of experience, we provide expert guidance on M&A transactions, startups, compliance challenges, contract issues, estate planning, and tax matters. Our team of expert California attorneys creates customized estate and tax plans, and offers legal support for probate and trust administration. Whether you are a business owner, entrepreneur, individual, or family in Southern California, we are here to navigate you through complex legal issues such as employment contracts, compliance challenges, regulatory issues, estate concerns, probate, and trust administration.
Rilus Law - formerly Dana and Associates, LLC
Rilus Law, formerly known as Dana and Associates, LLC, is a modern estate planning law firm located at 1596 North Coast Highway 101 in Encinitas, California. Founded on the principles of flat fees, simplicity, and empowerment, Rilus Law offers a range of services including creating custom estate plans, probate assistance, and trust administration. With a focus on core values such as mindfulness, empowerment, and passion, Rilus Law treats clients like family, ensuring their wishes are honored and loved ones are taken care of. The firm specializes in various estate planning tools such as Wills, Trusts, Powers of Attorney, and Digital Asset Planning.
Bridge Law LLP
Bridge Law LLP is a prestigious law firm located at 611 Wilshire Boulevard, Los Angeles, California, United States. Specializing in both domestic and international counsel to families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We also provide tax planning services to help you save on various taxes such as property taxes, federal and state income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can assist with business formations, mergers & acquisitions, and tax planning, while our international law attorneys are well-versed in integrating local and foreign regulations into each client's unique business objectives. With decades of experience representing countless clients throughout California, the United States, and abroad, our attorneys are former litigators and transactional attorneys with a proven track record of success.
Estate Protectors
Estate Protectors is a trusted finance institution located at 101 Parkshore Drive in Folsom, California, United States. We specialize in providing comprehensive estate planning services to help protect and preserve your assets for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and ensure that your estate is secure. Contact us today to learn more about how Estate Protectors can help you safeguard your financial legacy.
Escient Financial
Escient Financial, located at 754 Verdemont Circle, Simi Valley, California, is not your typical financial planning and investment advisory firm. With a focus on providing a simple, modern, and digital experience, Escient Financial is dedicated to helping clients achieve their financial goals and prosperity. As a Certified Digital Asset Advisor, Escient Financial offers expertise in traditional investments, as well as digital assets and cryptocurrency. Whether you are looking for investment advice, portfolio construction, tax planning, or estate planning with digital assets, Escient Financial can provide the guidance you need.
OZ Wealth Management
OZ Wealth Management, located at 530 Technology Drive in Irvine, California, is a finance institution that specializes in creating active investment strategies across public markets and tailored solutions for individual investors. With over 10 years of experience, our team of experts helps people and businesses build and manage wealth to pursue their financial goals. We provide personalized financial planning proposals to help our clients worry less about the future. As a registered investment firm, we utilize an electronic trading platform for the trade of various financial assets, ensuring that our clients receive the best possible service. Our team operates under the highest fiduciary standards, always putting our clients' interests first. We work closely with our clients to understand their unique situations and help them achieve their financial goals. Our financial advisor, who graduated with a bachelor's degree in Actuarial Science, is dedicated to providing highly personalized service and helping clients make informed, financially sound decisions. Whether you're new to investing or have years of experience, our services support you as your financial needs change over time. We are committed to aligning your portfolio with your principles and priorities, and providing you with investing opportunities that support your goals. Our powerful and secure digital platform makes it easy to transfer funds, view investment performance, and more. OZ Wealth Management is regulated by the California Department of Financial Protection and Innovation, and offers advisory services in states where registered or exempt from registration.
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