TOP 10 Best Elder financial planning in San Jose, California

Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.

Bryant Estate Planning & Elder Law is a reputable law firm located at 1625 The Alameda in San Jose, California. Specializing in estate planning and elder law, our experienced lawyers provide personalized legal services to help clients navigate complex legal matters related to wills, trusts, Medicaid planning, and more. With a commitment to protecting our clients' assets and ensuring their wishes are carried out, Bryant Estate Planning & Elder Law is dedicated to providing high-quality legal representation with compassion and expertise. Contact us today to schedule a consultation and start planning for your future.

Merrill Lynch Financial Advisor Martin Hsu is a renowned finance institution located at 560 South Winchester Boulevard in San Jose, California, United States. With a team of highly skilled professionals led by Martin Hsu, the institution offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Martin Hsu is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and experience to secure your financial future.

Eric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.

Merrill Investment & Retirement Financial Center is a premier finance institution located at 971 Blossom Hill Road in San Jose, California, United States. Our center offers expert financial planning and investment services to help individuals and families achieve their retirement goals. With a team of experienced financial advisors, we provide personalized strategies to help clients build and protect their wealth for the future. Visit us today to start planning for a secure financial future.

Merrill Investment & Retirement Financial Center is a premier finance institution located at 2650 Berryessa Road in San Jose, California, United States. Our expert financial advisors are dedicated to helping clients achieve their investment and retirement goals through personalized strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to provide guidance and support every step of the way. Visit us today to start planning for a secure financial future.

The Law Offices of Robert P. Bergman, located in San Jose, California, offers expert legal services in estate planning, probate administration, and trust administration. Attorney Bob Bergman has been practicing law since 1980 and approaches estate planning like designing a custom home for his clients, creating a personalized blueprint for their estate plan. Clients can schedule consultations for various legal services, including Court Petitions to gather assets into a trust or modify an irrevocable trust. The firm also provides guidance on advance health care directives, financial power of attorney, and other important legal documents. Clients can expect thorough and patient assistance from Attorney Bob Bergman, as recommended by satisfied clients. To schedule a consultation, clients can use the provided links or contact the office directly.

The Law Offices of Berge & Berge LLP, located at 1101 South Winchester Boulevard in San Jose, California, offers expert legal services in estate planning. Specializing in creating functional and effective estate plans for clients in the South Bay Area, Berge & Berge combines experience with education to provide custom-tailored support for your needs. While currently not accepting new conservatorship or guardianship matters, the firm prioritizes flexibility and foresight in preparing for changes in health, family, financial situation, and the law. With a focus on prevention and control, the team helps clients maintain control over their assets, health care, personal care, and long-term care decisions.

The Law Office of Sally Bergman is a reputable legal institution located at 1900 South Norfolk Street in San Mateo, California. Specializing in various areas of law, Sally Bergman and her team provide expert legal advice and representation to clients in need. With a commitment to excellence and a passion for justice, the Law Office of Sally Bergman is dedicated to helping individuals navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact them today for professional and personalized legal services.

Paige Fiduciary Services, located at 2059 Camden Avenue in San Jose, California, is dedicated to helping those who are struggling to help themselves. With a focus on protecting and preparing loved ones for the challenges of aging, the institution offers expert guidance and support in estate planning, trust management, and probate administration. The team at Paige Fiduciary Services understands the unique challenges facing today's elderly population, including the prevalence of scams and financial exploitation. With a commitment to educating and empowering clients, they strive to provide personalized solutions that meet the individual needs of each family.

Steburg Law Firm, P.C. is a reputable institution located at 2001 Gateway Place, San Jose, California, United States. Specializing in accounting, finance, and legal services, our team of experienced attorneys is dedicated to providing compassionate and respectful representation for clients facing complex issues such as California probate, trust, and estate litigation. Our San Jose estate litigation attorneys are committed to fighting for and defending your rights during challenging legal disputes. Whether you are dealing with tax planning, probate administration, will contests, or financial elder abuse, our team has the expertise and knowledge to guide you through the legal process.

Snowalter Smith & Sons is a reputable institution located at 2199 Williams Street in San Leandro, California. With a long-standing history of excellence and expertise in their field, Snowalter Smith & Sons is a trusted choice for all your needs. Whether you are looking for financial advice, legal services, or real estate assistance, their team of professionals is dedicated to providing top-notch service and personalized solutions. Visit Snowalter Smith & Sons today and experience the difference for yourself.

Retirement Capital Strategies (RCS) is a finance institution located at 1190 Saratoga Avenue in San Jose, California, United States. RCS specializes in helping individuals plan and manage their finances for retirement. With a team of experienced financial advisors, RCS offers personalized strategies and solutions to help clients achieve their retirement goals. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, RCS is dedicated to providing expert guidance and support every step of the way.