TOP 30 Best Estate administration services in San Jose, California
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Kamala Law Corporation | Immigration Attorney | Estate Planning Attorney
● ClosedKamala Law Corporation is a reputable legal institution located in San Jose, California. Specializing in immigration law and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are navigating the complexities of immigration laws or planning for the future of your estate, our knowledgeable attorneys are here to assist you every step of the way. Visit us at 2670 South White Road to learn more about how we can help you with your legal needs.
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Spanish English Income Tax Services
● ClosedSpanish English Income Tax Services is a well-established institution located at 1163 South King Road in San Jose, California. Specializing in accounting and finance, our dedicated team provides expert tax services in both Spanish and English. Whether you need assistance with filing your income taxes, managing your finances, or planning for the future, our experienced professionals are here to help. Trust Spanish English Income Tax Services for all your financial needs.
1163 S King Rd, San Jose, CA 95122, United States -
Marsala Law Firm | San Jose Living Trust & Estate Planning
● ClosedMarsala Law Firm, located at 6203 San Ignacio Avenue in San Jose, California, is dedicated to providing top-notch estate planning services to ensure your family's future is secure. Attorney Jeannette Marsala is passionate about helping families avoid conflict and collapse after the death or disability of a loved one. With a focus on growing families, the firm understands the busy lives of its clients and strives to provide ease, convenience, and efficiency in the estate planning process. Jeannette Marsala is a licensed estate planning attorney in California who is committed to guiding you through the process of creating a plan that will protect your assets and loved ones. Whether you are a parent, part of a blended family, or planning for the end of a relationship, Marsala Law Firm can help you make the right decisions for your future.
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S & S Tax Service
● ClosedS & S Tax Service is a reputable accounting and finance institution located at 175 Bernal Road in San Jose, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their financial well-being. Our commitment to excellence and personalized service sets us apart as a trusted partner in managing your financial affairs. Contact us today to see how we can help you achieve your financial goals.
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Bryant Estate Planning & Elder Law
● ClosedBryant 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.
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Investy Financial Services
● ClosedInvesty Financial Services is a leading finance institution located at 919 Story Road in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, Investy Financial Services has got you covered. Visit us today to start planning for a brighter financial future.
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Harshad Shah Financial Services
● ClosedHarshad Shah Financial Services is a leading accounting and finance institution located at 2690 South White Road in San Jose, California, United States. Our services include financial consulting, tax preparation, year-round bookkeeping, corporation set-up, payroll services, real estate assistance for both home and business properties, and property management. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your financial needs.
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Trust Management Services
● OpenTrust Management Services is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. Our team of experienced professionals specializes in providing expert trust management services to individuals and businesses. With a strong commitment to integrity and excellence, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Trust Management Services can help you manage your assets and investments with confidence.
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Bisceglia Wealth Management Group - UBS Financial Services Inc.
● OpenBisceglia Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 355 Santana Row in San Jose, California. As part of the UBS Financial Services Inc. network, our team of experienced professionals is dedicated to providing comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and expert advice, we strive to deliver tailored solutions that align with each client's unique needs and aspirations. Whether you are planning for retirement, investing for the future, or managing your wealth, our team is committed to delivering exceptional service and guidance every step of the way. Visit us at our Santana Row location to learn more about how we can help you secure your financial future.
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Raymond Regala - Financial Advisor, Ameriprise Financial Services, LLC
● OpenRaymond Regala is a financial advisor at Ameriprise Financial Services, LLC, located at 333 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Raymond provides expert guidance and personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Raymond Regala can help you navigate the complex world of finance with confidence and peace of mind. Contact him today to schedule a consultation and take the first step towards a secure financial future.
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David Cooper - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDavid Cooper - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California, United States. With a focus on providing personalized wealth management solutions, David Cooper and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, David Cooper is committed to providing expert guidance and tailored strategies to help you reach your financial objectives. Trust Ameriprise Financial Services, LLC to provide you with the expertise and support you need to navigate the complexities of the financial world and build a secure financial foundation for yourself and your loved ones.
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Eric Susantio - UBS Financial Services Inc.
● OpenEric Susantio - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. Specializing in finance, they provide a wide range of services to help clients manage their wealth and achieve their financial goals. With a team of experienced professionals, Eric Susantio - UBS Financial Services Inc. offers personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, this institution is dedicated to helping you make informed decisions and secure your financial future.
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Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPhuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham 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, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United StatesAdvertisements -
True North Financial & Insurance Services
● ClosedTrue North Financial & Insurance Services is a reputable finance institution located at 1630 Oakland Road in San Jose, California. With a focus on providing comprehensive financial and insurance services, our team of experienced professionals is dedicated to helping clients navigate the complexities of managing their finances and protecting their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, True North is committed to guiding you in the right direction towards achieving your financial goals. Visit us today to learn more about how we can help secure your financial future.
1630 Oakland Rd # A210, San Jose, CA 95131, United States -
Mark Haq - UBS Financial Services Inc.
● OpenMark Haq - UBS Financial Services Inc. is a renowned financial institution located at 355 Santana Row, San Jose, California, United States. With a strong reputation for providing top-notch financial services, Mark Haq - UBS Financial Services Inc. offers a wide range of financial solutions and expertise to individuals, businesses, and institutions. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, wealth management, retirement planning, or any other financial service, Mark Haq - UBS Financial Services Inc. is committed to providing personalized solutions tailored to your specific needs.
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Paige Fiduciary Services
● ClosedPaige 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.
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GMG TAX & BUSINESS SERVICES
● ClosedGMG Tax & Business Services is a trusted institution located at 3535 Ross Avenue in San Jose, California, United States. Specializing in accounting, finance, and insurance services, we provide expert guidance and support to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of tax and financial planning, ensuring they achieve their goals and maximize their financial success. Whether you need assistance with tax preparation, bookkeeping, or insurance coverage, GMG Tax & Business Services is here to help. Contact us today to learn more about how we can support your financial needs.
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Global Tax Services
● ClosedGlobal Tax Services is a reputable institution located at 2092 Concourse Drive in San Jose, California. Specializing in accounting and finance, our team of experts offers a wide range of tax services to individuals and businesses. With years of experience and a commitment to providing top-notch service, we strive to help our clients navigate the complexities of the tax system and maximize their financial potential. Whether you need help with tax preparation, planning, or consulting, Global Tax Services is here to assist you every step of the way. Trust us to handle all your tax needs with professionalism and efficiency.
2092 Concourse Dr STE 25, San Jose, CA 95131, United States -
Law Office of Kristin Love Boscia
● ClosedThe Law Office of Kristin Love Boscia is a reputable law firm located at 1625 The Alameda in San Jose, California. Specializing in various areas of law, including family law, estate planning, and business law, Kristin Love Boscia and her team provide expert legal services to clients in need of professional guidance and representation. With a commitment to personalized attention and effective solutions, this law office is dedicated to helping clients navigate the complexities of the legal system with confidence and peace of mind.
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Mousavi-law
● ClosedMousavi-law is a reputable law firm located at 111 North Market Street in San Jose, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with family law matters, or require help with estate planning, Mousavi-law is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted legal resource in the community. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
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J R Wiltshire Law
● OpenJ R Wiltshire Law is a reputable law firm located at 1885 The Alameda in San Jose, California. Our team of experienced attorneys is dedicated to providing top-notch legal services in various practice areas, including personal injury, family law, estate planning, and more. We are committed to advocating for our clients' rights and achieving favorable outcomes in their legal matters. Whether you are in need of legal representation or expert legal advice, J R Wiltshire Law is here to help. Contact us today to schedule a consultation.
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Finnan, Fleischut & Associates
● ClosedFinnan, Fleischut & Associates is a reputable law firm located in San Jose, California. Our team of experienced lawyers specializes in various areas of law, including business law, family law, and estate planning. We are dedicated to providing personalized legal services to our clients and helping them navigate through complex legal issues. With a commitment to excellence and integrity, Finnan, Fleischut & Associates is a trusted partner for all your legal needs. Visit us at 2025 Gateway Place to learn more about how we can assist you.
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Cary O Lindstrom Law Offices
● OpenCary O Lindstrom Law Offices is a reputable legal institution located at 65 East Taylor Street in San Jose, California. Specializing in various areas of law, the experienced team at this office provides top-notch legal services to clients in need of expert guidance and representation. With a commitment to excellence and a track record of successful cases, Cary O Lindstrom Law Offices is a trusted choice for individuals seeking skilled and dedicated legal assistance in the United States.
65 E Taylor St, San Jose, CA 95112, United States -
Law Offices Of Robert P. Bergman
● ClosedThe 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.
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Law Offices of Hanlen J. Chang
● ClosedThe Law Offices of Hanlen J. Chang, located at 388 Market Street in San Francisco, California, offers a wide range of services in accounting, finance, and law. Specializing in estate planning, business and real estate transactions, the firm provides advanced services for businesses, investors, and individuals. Services include trusts, trust administration, international estates, real property and business succession planning. The firm also offers business counsel, business formation for LLCs and corporations, contract drafting, debt instruments, and real estate ownership transfer to business entities. Additional services include tax planning, real estate remedies, and tax structuring for international investors. With main office and mailing address in San Francisco, the firm also has satellite offices in Palo Alto and San Jose for appointments.
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The Law Offices of John H. Perrott
● ClosedThe Law Offices of John H. Perrott is a reputable law firm located in San Jose, California. With a focus on providing expert legal representation, John H. Perrott and his team offer a wide range of legal services to clients in need of assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, the experienced lawyers at this institution are dedicated to achieving the best possible outcome for their clients. Located at 1625 The Alameda, The Law Offices of John H. Perrott is a trusted choice for individuals seeking professional legal guidance in the San Jose area.
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The Law Firm of J. Hector Moreno, Jr. & Associates
● ClosedThe Law Firm of J. Hector Moreno, Jr. & Associates is a reputable legal practice located at 950 South Bascom Avenue in San Jose, California. Specializing in various aspects of law, including personal injury, criminal defense, and family law, the firm is led by experienced attorney J. Hector Moreno, Jr. and his team of skilled associates. With a commitment to providing top-notch legal representation and personalized service to clients in the San Jose area, this firm is dedicated to achieving successful outcomes for their clients. Contact them today for expert legal guidance and support.
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Hanley Law
● ClosedHanley Law, located at 2375 Zanker Road in San Jose, California, is a trusted institution offering personalized legal services for individuals, families, and businesses for over 49 years. Specializing in Estate Planning, Trust Administration, and Probate, Hanley Law provides expert guidance on creating and administering legal documents to protect your assets and ensure your wishes are carried out. Lead by Sean Hanley, a dedicated and knowledgeable attorney, Hanley Law stands out for its attention to detail, quick response times, and exceptional customer service. Clients praise Hanley Law for their expertise, professionalism, and ability to handle all legal matters seamlessly. Whether you are starting a business, planning your estate, or need legal advice, Hanley Law is the go-to institution for all your legal needs. Stay informed and protected with Hanley Law by your side. Contact them at (408) 293-0344 for urgent matters.
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Wessels Law Firm
● ClosedWessels Law Firm is a reputable legal institution located at 333 West Santa Clara Street in San Jose, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are facing a criminal charge, going through a divorce, or need assistance with estate planning, Wessels Law Firm is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
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The G Law Firm
● OpenThe G Law Firm is a reputable legal institution located at 3031 Tisch Way in San Jose, California, United States. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized services to our clients. With a strong track record of successful cases and satisfied clients, The G Law Firm is committed to upholding the highest standards of professionalism and integrity in the legal industry. Contact us today for expert legal advice and representation.
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