Estate administration services in Auburn, California

Owens Estate & Wealth Strategies Group is a finance institution located at 128 East Street, Auburn, California, United States. Our team of experienced financial professionals and smart money managers are dedicated to building personal relationships with our clients and providing trustworthy guidance. We offer services such as financial planning, asset management, retirement planning, insurance services, and estate consulting. Our investment committee carefully selects investments that best fit your life and goals. Stay informed with our seminars, market views, and Peter's Perspective from Partner and Director of Research Peter Ketchand, CFA®, MBA. Join us for a warm and relatable approach to managing your finances.

North Brook Financial Services is a reputable finance institution located at 1010 Racquet Club Drive in Auburn, California, United States. We specialize in providing a wide range of financial services to individuals, businesses, and organizations. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you need assistance with investments, retirement planning, or insurance, we are here to provide expert guidance and personalized solutions. Trust North Brook Financial Services to be your trusted partner in financial success.

Angela Adler - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 470 Nevada Street, Auburn, California, United States. Specializing in finance, Angela Adler holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, estate planning, retirement planning, investment strategies, and more, Angela Adler is dedicated to providing top-notch financial services to individuals, retirees, small business owners, and high net worth clients. The institution's commitment to excellence and ethical practices ensures that clients receive the highest level of financial advice and support.

Clare Hiatt, a financial advisor at Ameriprise Financial Services, LLC located at 470 Nevada Street in Auburn, California, specializes in providing expert financial advice and services to individuals. Clare holds various certifications such as 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®, among others. These certifications showcase Clare's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and continuing education, Clare Hiatt is dedicated to helping clients achieve their financial goals and secure their financial future.

CunninghamLegal is a trusted institution located at 200 Auburn Folsom Road in Auburn, California, offering a wide range of legal services specializing in estate planning, trust administration, asset protection, probate law, elder law, and more. Founded by lead attorney Jim Cunningham, the firm is dedicated to helping clients in Placer County, Nevada County, and El Dorado County with their estate planning needs. With a team of experienced living trust attorneys, CunninghamLegal continues the legacy of local attorney Ann Armstrong, providing personalized and respectful legal services to clients in the Auburn area. The firm also acquired the law practice of Attorney Mark Hyjek, known for his expertise in Medi-Cal planning and long-term care.

The Law Office of Thomas D. Reid, APC is a trusted institution located at 9700 Fair Oaks Boulevard in Fair Oaks, California, United States. Specializing in estate planning, living trusts, probate, trust administration, and trust and estate litigation services, our professional team offers a range of services including wills, living trusts, durable power of attorney, advance health care directives, and HIPAA releases. We understand the stress that comes with the passing of a loved one, and we are here to guide you through the probate process with ease. Our trust administration services ensure that the decedent's wishes are strictly followed, and in cases of litigation, we advocate for your rights to be protected.

o you in a way that is efficient, affordable, and stress-free. At Koons & Riswold, A Law Corporation, we are dedicated to helping our clients navigate the complexities of estate planning, probate, trust administration, and conservatorships. Our team of experienced attorneys, including Erin Riswold, Tim Riswold, and Ed Koons, are committed to creating comprehensive estate plans that meet your needs and protect your assets. Located in Auburn, California, our office is a reflection of our deep connection to the community. With a focus on creating effective estate plans that avoid probate, we offer a range of services including Living Trusts, Wills, Powers of Attorney, and Advance Health Care Directives. Whether you are looking to create a complete estate plan or simply need assistance with a standalone document, we are here to help.

Phillips Elder Law Office, located at 6349 Auburn Boulevard in Citrus Heights, California, is a trusted institution specializing in legal advice for aging issues. We understand that navigating legal matters related to elder law can be overwhelming, which is why we are here to help you every step of the way. Our team of experienced lawyers will provide you with clear and concise answers, as well as recommended steps to take in language that is easy to understand. At Phillips Elder Law Office, we believe in advocating for our clients and creating personalized strategies and plans to ensure the best possible outcomes for elder citizens and their families. Whether you need assistance with estate planning, long-term care, or other elder law matters, we are here to guide you through the process.

Edward Jones - Financial Advisor: Bob Mason is a reputable finance institution located at 544 Auburn Ravine Road in Auburn, California, United States. As a financial advisor, Bob Mason provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Bob Mason is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Bob Mason is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Steve E Cowles is a trusted financial institution located at 11899 Edgewood Road in Auburn, California, United States. Specializing in finance, Steve E Cowles offers personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Steve E Cowles is dedicated to helping individuals and families secure their financial future.