Estate and tax planning in Lafayette, CA
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RC Blackwell's Tax Service
● ClosedRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
900 Lafayette St #705, Santa Clara, CA 95050, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
3738 Mount Diablo Blvd #306, Lafayette, CA 94549, United States -
Law Offices of Joel A. Harris
● ClosedThe Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.
1990 N California Blvd 8th floor floor, Walnut Creek, CA 94596, United States -
Griessel Tiffany Financial Group
● ClosedGriessel Tiffany Financial Group is a well-established finance and insurance agency located at 59 Silverwood Drive in Lafayette, California, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, and insurance solutions. Our mission is to provide personalized and comprehensive financial guidance to help our clients achieve their financial goals. Visit us today to learn more about how we can help secure your financial future.
59 Silverwood Dr #100, Lafayette, CA 94549, United States -
Cerity Partners
● OpenCerity Partners is a leading finance institution located at 3595 Mount Diablo Boulevard in Lafayette, California, United States. With a strong reputation for providing expert financial advice and services, Cerity Partners offers a wide range of wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or estate planning services, Cerity Partners is committed to delivering personalized and comprehensive financial solutions to help you succeed.
3595 Mount Diablo Blvd STE 300, Lafayette, CA 94549, United States -
Financially Arise Wealth Strategies & Insurance Solutions, LLC
● ClosedFinancially Arise Wealth Strategies & Insurance Solutions, LLC is a finance institution located at 3703 Mount Diablo Boulevard in Lafayette, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth strategies and comprehensive insurance solutions. Whether you are looking to plan for retirement, protect your assets, or grow your wealth, we are here to provide expert guidance and support every step of the way. Visit us today to start building a secure financial future.
3703 Mount Diablo Blvd, Lafayette, CA 94549, United States -
Rob Engeldinger - Private Client Advisor
● ClosedRob Engeldinger - Private Client Advisor is a leading finance institution located at 1333 North California Boulevard in Walnut Creek, California, United States. As a seasoned professional in the finance industry, Rob Engeldinger offers personalized financial advice and services to high-net-worth individuals. With a focus on building long-term relationships and providing tailored solutions, clients can trust in Rob's expertise to help them achieve their financial goals. Whether it's investment planning, wealth management, or retirement strategies, Rob Engeldinger is dedicated to helping his clients secure their financial future.
1333 N California Blvd Suite SL 10, Walnut Creek, CA 94596, United States -
Rex Crandell | CPA Attorney Walnut Creek
● ClosedRex Crandell | CPA Attorney Walnut Creek is a reputable institution located at 3000 Citrus Circle in Walnut Creek, California, United States. Specializing in accounting, finance, and legal services, the firm is currently offering meetings through Zoom due to Covid-19. With over four decades of experience in tax and estates & trusts, Rex Crandell is dedicated to providing top-notch services in income taxes, trusts, estate planning, probate, and deeds. The firm offers comprehensive estate planning and trust services, including revocable living trusts, wills, durable powers of attorney, advance healthcare directives, probate filings, and inheritance and beneficiary consulting. Additionally, they provide income tax preparation, tax planning, tax problem resolution, new business formation services, and more.
3000 Citrus Cir #207, Walnut Creek, CA 94598, United States -
Goldstein & Ring, CPAs
● ClosedGoldstein & Ring, CPAs is a reputable accounting and finance institution located at 938 Dewing Avenue in Lafayette, California, United States. With a team of experienced and skilled professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Clients can trust Goldstein & Ring, CPAs to provide accurate and reliable financial solutions tailored to their specific needs. Whether you are an individual or a business owner, this institution is dedicated to helping you achieve your financial goals.
938 Dewing Ave #3, Lafayette, CA 94549, United States
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