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TOP 30 Estate and legacy planning in Tracy, CA
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Traci Paidl, Bankers Life Agent
Traci Paidl, Bankers Life Agent is an insurance agency located at 1512 Eureka Road in Roseville, California. As a Bankers Life Agent, Traci Paidl offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Traci Paidl is committed to helping clients find the coverage that best meets their needs. Whether it's life insurance, long-term care insurance, or retirement planning, Traci Paidl is dedicated to providing expert guidance and support to ensure peace of mind and security for her clients.
New York Life Insurance Company
New York Life Insurance Company, located at 400 Camino Aguajito in Monterey, California, offers a variety of permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating an estate plan. Additionally, New York Life offers insurance options for employees, executives, business owners, and small businesses, as well as solutions for college savings, income generation, and legacy protection. The institution is committed to giving back to communities through charitable giving and financial support for bereavement, education, and local initiatives. Clients can work with Registered Representative and Insurance Agent Traci Shane Davis to develop personalized financial strategies and plans for the future.
Pavia Law, Inc., a Professional Corporation
Pavia Law, Inc., a Professional Corporation, is a law firm located in Tracy, California, United States. Founded and led by John B. Pavia, a skilled attorney with over 15 years of experience in estate planning, business law, and real estate transactions. John earned his Juris Doctor from Santa Clara University and has a strong background in business administration and economics. As a licensed real estate broker, he brings a unique perspective to his legal practice. Prior to establishing Pavia Law, Inc., John was involved in a start-up technology company in Silicon Valley, where he gained valuable experience in various legal aspects of running a small business. His passion for working with small business owners, families, and individuals led him to relocate his practice to the central valley of California.
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