Estate attorney in California
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Merrill Lynch Financial Advisor James Landeros
● ClosedMerrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
1424 State St, Santa Barbara, CA 93101, United States -
Kennedy Shaw - Thrivent
● OpenKennedy Shaw - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. With licenses in multiple states, including Arizona, California, Idaho, Minnesota, Nevada, New York, Oregon, and Wisconsin, Kennedy Shaw - Thrivent offers clarity for your current financial position and confidence for your future endeavors. Specializing in guiding couples, women, and divorced women through their financial journeys, Kennedy Shaw provides personalized advice, tools, and guidance tailored to fit your unique circumstances and goals. They view money as a means, not an end, and strive to optimize your finances regardless of your starting point. At Kennedy Shaw - Thrivent, financial planning is approached with careful consideration to comprehend your individuality, values, and goals. Their purpose-driven approach offers advice rooted in your purpose and aligned with what matters most to you. With a focus on treating money as a tool, not a goal, Kennedy Shaw - Thrivent provides robust financial strategies to guide you towards your financial destination.
49 Discovery Suite 140, Irvine, CA 92618, United States -
Merrill Lynch Financial Advisor Sean H Balkhi
● ClosedMerrill Lynch Financial Advisor Sean H Balkhi is a seasoned professional with over 20 years of experience in wealth management. Located at 28202 Cabot Road, Laguna Niguel, California, United States, Sean works with a diverse clientele across California and 15 other states. His expertise lies in crafting customized financial strategies tailored to individual goals and objectives. Sean's background as a former mechanical engineer with the Department of Defense gives him a unique perspective on market dynamics and investment analysis. He is dedicated to providing clients with transparent and personalized financial solutions, ensuring that their best interests are always the top priority.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Stephanie Shields - Thrivent
● ClosedStephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.
959 S Coast Dr, Costa Mesa, CA 92626, United States -
Ramsey Israwi - Thrivent
● ClosedRamsey Israwi - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. This institution is licensed in multiple states including AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option for further planning engagement through Dedicated Planning Services. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Consult your attorney or tax professional for legal, accounting, or tax advice. Visit thrivent.com for more information on their services and financial advisors.
49 Discovery Suite 140, Irvine, CA 92618, United States -
Merrill Lynch Financial Advisor Sean E McSweeny
● ClosedMerrill Lynch Financial Advisor Sean E McSweeny is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. At The Hollman, McSweeny, Albert & Byrnes Group, our team brings decades of knowledge and expertise to a diverse clientele of high-net-worth families. We specialize in inter-generational wealth planning, retirement, investment, legacy planning, and liability management. Our customized strategies cater to each client's unique financial goals and values, incorporating alternative investments and socially responsible investing strategies. We work closely with clients' attorneys and CPAs to optimize tax minimization and estate planning strategies. With access to the resources of Merrill and Bank of America, we aim to help clients manage, grow, and preserve their wealth for generations to come. We believe in starting every relationship with a conversation to understand our clients' goals and priorities, providing personalized financial solutions tailored to their individual needs. Our team is dedicated to building strong client relationships based on trust and personalized service, ensuring that clients stay on track to achieve what matters most to them.
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States -
Connor Schlecht - Financial Advisor, Ameriprise Financial Services, LLC
● OpenConnor Schlecht - Financial Advisor at Ameriprise Financial Services, LLC, located at 1430 Blue Oaks Boulevard in Roseville, California, offers personalized financial guidance tailored to your individual goals and risk tolerance. With a focus on retirement planning, education savings, investment strategies, and more, Connor Schlecht helps clients track their progress and adjust their approach as life changes. By working closely with attorneys and CPAs, he can assist with estate planning and wealth transfer to the next generation. Schedule a complimentary initial consultation to learn how Connor Schlecht can help you achieve a more confident financial future. Ameriprise Financial Services, LLC is a registered investment adviser, offering investment products and services through FINRA and SIPC. Please refer to FINRA's BrokerCheck website for a list of states where Connor Schlecht is registered to conduct securities business.
1430 Blue Oaks Blvd Ste 290, Roseville, CA 95747, United States -
WGG Wealth Partners
● ClosedWGG Wealth Partners, located at 3741 Douglas Boulevard in Roseville, California, is a finance institution affiliated with Ameriprise Financial Services, LLC. Ameriprise has been recognized as one of the Most Trustworthy Companies in America by Newsweek. The team at WGG Wealth Partners offers personalized advice to help clients reach their financial goals, including estate planning and passing wealth to the next generation. By working alongside attorneys and CPAs, they guide families through the complex process of preserving wealth, navigating tax implications, and dividing assets among loved ones. The institution's financial advisors are registered to do business in certain U.S. states and provide tailored solutions to meet individual needs. Clients can schedule a complimentary initial consultation to discuss their priorities and receive an overview of financial planning concepts. Ameriprise Financial cannot guarantee future financial results, but they strive to bring clarity and peace of mind to their clients as they plan for their financial legacies.
3741 Douglas Blvd Ste 290, Roseville, CA 95661, United States -
Merrill Lynch Financial Advisor Greg J. Nugent
● ClosedMerrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Nelson, Vogelheim & Phillips LLP
● OpenNelson, Vogelheim & Phillips LLP is a prestigious law firm located at 1101 Fifth Avenue in San Rafael, California. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, and estate planning. Clients can expect personalized attention and expert guidance from the dedicated professionals at Nelson, Vogelheim & Phillips LLP. Whether you are a business owner, homeowner, or individual seeking legal advice, this firm is committed to providing top-notch representation and achieving favorable outcomes for their clients.
1101 Fifth Ave #305, San Rafael, CA 94901, United States -
Rex Crandell Firm
● ClosedThe Rex Crandell Firm, located at 3000 Citrus Circle in Walnut Creek, California, is a trusted institution specializing in tax and estates & trusts services. With over 40 years of experience, Rex Crandell offers expertise in preparing tax returns, estate planning, estate administration, and probate. The firm provides a range of services including income taxes, trusts, estate planning, probate, and deeds. Due to the Covid-19 pandemic, meetings are currently being conducted through Zoom for the safety and convenience of clients. The firm offers comprehensive estate planning and trust services such as revocable living trusts, wills, durable powers of attorney, advance healthcare directives, and probate filings. They also provide income tax preparation, tax planning, tax problem resolution, and new business formation services.
3000 Citrus Cir #207, Walnut Creek, CA 94598, United States -
Moskowitz LLP
● ClosedMoskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.
2150 N First St 4th Floor, San Jose, CA 95131, United States -
Bellamy & Associates
● OpenBellamy & Associates is a reputable accounting and finance institution located at 1777 North Bellflower Boulevard in Long Beach, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bellamy & Associates is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
1777 N Bellflower Blvd #111, Long Beach, CA 90815, United States -
Castro & Co.
● ClosedCastro & Co. is a premier institution located at 355 South Grand Avenue in Los Angeles, California, specializing in accounting, finance, and legal services. Our team of international tax planning attorneys is dedicated to providing top-notch guidance and support to clients worldwide. Whether you are a private individual, family company, trust, or estate, our experts are here to help navigate the complex world of tax planning with ease and efficiency. At Castro & Co., we understand the importance of personalized representation and attention to detail. Our attorneys pride themselves on developing highly customized plans to help you achieve your financial goals promptly and proficiently. We offer free initial consultations and only engage clients on a contingent-fee basis after presenting a clear proposal outlining the potential tax savings.
355 S Grand Ave Ste 2450, Los Angeles, CA 90071, United States -
Taxes by Marlene & Associates
● ClosedTaxes by Marlene & Associates is a finance institution located at 15576 Gale Avenue in Hacienda Heights, California, United States. Our dedicated team of professionals is committed to providing the best service possible to our clients. We specialize in preparing tax returns for individuals and businesses in the San Gabriel and San Fernando Valleys, as well as other areas of Southern California. In addition to tax services, we can also assist with audits, late returns, and legal documents such as divorce, child custody, estate planning, living wills, and power of attorney. Visit our website for helpful resources and information.
15576 Gale Ave, Hacienda Heights, CA 91745, United States -
ALL Tax Problems | David DL Horton Esq and Associates
● ClosedALL Tax Problems | David DL Horton Esq and Associates is a comprehensive accounting, finance, and legal institution located at 4129 Main Street in Riverside, California. Specializing in IRS tax debt, tax audits, liens, levies, wage garnishments, and offers in compromise, the institution also offers services for FTB tax audits, business tax issues, and estate planning. With a focus on protecting clients' best interests, the experienced attorneys at ALL Tax Problems provide personalized and aggressive representation. From forming LLCs and corporations to handling probate matters and estate planning, the team at ALL Tax Problems is dedicated to providing top-notch legal services to the Southern California region. Whether you are facing tax issues or need assistance with estate planning, ALL Tax Problems | David DL Horton Esq and Associates is here to help navigate complex legal matters with expertise and care.
4129 Main St STE 201, Riverside, CA 92501, United States -
AOPTA The Property Tax Experts
● ClosedAOPTA The Property Tax Experts is a finance institution located at 3128 O Street, Sacramento, California, United States. With recent shifts in the economy and real estate market, property owners have the opportunity to receive relief from taxes through property tax appeal. Our innovative and expert strategies aim to maximize property tax savings for all types of properties. We follow a 5-step process to help our clients save money on property taxes during a recession. Our fee is contingent upon the success of your property tax appeal - if there is no reduction, there is never a fee. With a success rate of over 95%, we focus on individual client cases with real property tax issues.
3128 O St #4, Sacramento, CA 95816, United States -
La Mesa Legal Clinic
● ClosedLa Mesa Legal Clinic is a reputable legal institution located at 7830 La Mesa Boulevard in La Mesa, California, United States. With a team of experienced attorneys and legal experts, the clinic offers a wide range of legal services to individuals in need of professional assistance. Whether you are facing a criminal charge, need help with a family law matter, or require guidance with estate planning, La Mesa Legal Clinic is dedicated to providing top-notch legal representation and support. Clients can expect personalized attention, compassionate service, and effective solutions to their legal issues. Contact La Mesa Legal Clinic today for expert legal advice and representation.
7830 La Mesa Blvd ste a-2, La Mesa, CA 91942, United States -
Osborn & Harvey LLP
● OpenOsborn & Harvey LLP is a prestigious law firm located at 845 South Figueroa Street in Los Angeles, California. With a strong reputation for providing top-notch legal services, the firm specializes in a wide range of practice areas including corporate law, litigation, real estate, and intellectual property. Their team of experienced attorneys is dedicated to achieving the best possible outcomes for their clients, utilizing their expertise and strategic approach to legal matters. Whether you are in need of legal representation for a business matter or a personal issue, Osborn & Harvey LLP is committed to delivering exceptional results with professionalism and integrity.
845 S Figueroa St, Los Angeles, CA 90017, United States -
Cholwell Benz & Hartwick: Lambson Vicki
● OpenCholwell Benz & Hartwick: Lambson Vicki is a reputable accounting and finance institution located at 1225 Marshall Street in Crescent City, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, the experts at Cholwell Benz & Hartwick: Lambson Vicki are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trustworthy and reliable, this institution is committed to helping you achieve your financial goals.
1225 Marshall St # 2, Crescent City, CA 95531, United States -
Joseph B Zaarour Associates
● OpenJoseph B Zaarour Associates is a reputable institution located at 1855 Lawton Street in San Francisco, California. With a strong presence in the legal field, the institution offers a wide range of services to its clients. From legal consultations to representation in court, Joseph B Zaarour Associates is dedicated to providing top-notch legal services to individuals and businesses alike. With a team of experienced and knowledgeable attorneys, clients can trust that their legal matters are in good hands. Whether you are facing a personal injury case, need assistance with a real estate transaction, or require legal advice for your business, Joseph B Zaarour Associates is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
1855 Lawton St, San Francisco, CA 94122, United States -
Fisher & Company LLP
● OpenFisher & Company LLP is a renowned law firm located at 1172 San Pablo Avenue in Berkeley, California. With a team of experienced attorneys, we provide a wide range of legal services to our clients, including business law, real estate law, and estate planning. Our commitment to excellence and client satisfaction sets us apart from other firms. Contact us today to learn how we can assist you with your legal needs.
1172 San Pablo Ave Suite 100, Berkeley, CA 94706, United States -
Law Offices of Steven M. Simrin
● ClosedThe Law Offices of Steven M. Simrin is a reputable institution located in Oakland, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for all of our clients' legal and financial needs. Visit us at 318 Harrison Street to learn more about how we can assist you.
318 Harrison St #102, Oakland, CA 94607, United States -
Johnson & Kurn LLP
● OpenJohnson & Kurn LLP is a leading accounting and finance institution located at 1232 Belmont Avenue in San Carlos, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial consulting, and more. Their commitment to excellence and client satisfaction sets them apart in the industry. Whether you are a small business owner or an individual seeking financial guidance, Johnson & Kurn LLP is dedicated to helping you achieve your financial goals.
1232 Belmont Ave, San Carlos, CA 94070, United States -
Weber Christensen & Heinrichs, LLP
● ClosedWeber Christensen & Heinrichs, LLP is a leading accounting and finance institution located at 1401 Willow Pass Road, Concord, California, United States. Specializing in outsourced accounting and advisory services for emerging growth companies, our team offers timely financial reports, tax preparation, payroll services, and technical accounting expertise to help businesses make smart decisions and achieve their goals. With over 40 years of combined experience, our professionals are dedicated to providing growth-minded advice and excellent services to help companies succeed. Schedule an introductory call with one of our experts to access our full range of services and take your company further. Let us be your reliable and talented accounting advisor to transform your finances and help you make a lot of money. Contact us today to plant your business on a solid financial footing and achieve success."
1401 Willow Pass Rd # 1015, Concord, CA 94520, United States -
Greater Bay Appraisal
● ClosedGreater Bay Appraisal is a trusted institution located in Brentwood, California, specializing in providing high quality value estimates on all types of real estate in the Bay Area and beyond. Since 2003, our team of experts has been relied upon by mortgage lenders, attorneys, home owners, and real estate professionals for accurate and reliable home valuations. We continuously analyze local real estate trends and stay updated on valuation techniques to ensure our clients receive the most accurate appraisal services. Our services cover a wide range of areas, including Contra Costa County, Alameda, Concord, Walnut Creek, Lafayette, Orinda, Moraga, Brentwood, Antioch, Clayton, Alamo, Danville, San Ramon, Livermore, and Northern CA. Whether you need a step-up basis date of death appraisal, capital gains appraisal, trust appraisal, or any other type of real estate valuation, Greater Bay Appraisal is here to provide you with a defensible and certified opinion of value.
1145 2nd St #306, Brentwood, CA 94513, United States -
Jane Becker Law Office: Becker Jane
● ClosedJane Becker Law Office, located at 1537 Pacific Avenue in Santa Cruz, California, is a trusted legal institution specializing in providing expert legal services in various areas of law. Led by the experienced attorney, Jane Becker, the firm is dedicated to providing top-notch legal representation and advice to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Jane Becker Law Office is here to help. With a commitment to excellence and a passion for justice, Becker Jane is the go-to lawyer for all your legal needs in Santa Cruz and beyond.
1537 Pacific Ave # 201, Santa Cruz, CA 95060, United States -
Hayner Hayner Miller & Crist
● OpenHayner Hayner Miller & Crist is a renowned accounting and finance institution located at 140 West Franklin Street in Monterey, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, their expertise and dedication ensure that clients receive top-notch service and advice. Whether you are looking for assistance with managing your personal finances or need help with complex business accounting, Hayner Hayner Miller & Crist is the trusted partner you can rely on.
140 W Franklin St # 308, Monterey, CA 93940, United States -
Waterman and Associates, CPA
● ClosedWaterman and Associates, CPA is a reputable accounting and finance institution located in Campbell, California. With over 30 years of professional experience, our team of CPAs, Enrolled Agents, and Tax Attorneys offer a full range of tax planning and preparation services for individuals, business owners, trusts, and estates. From internet startups to established corporations, we provide tailored solutions for financial growth and management. Our services include financial management, human resources, operations, risk management, strategy, and technology consulting. We specialize in tax issues facing the LGBT community and offer accounting and bookkeeping services for start-ups and established companies. Contact us at (408) 856-6345 or (760) 507-1430 for personalized advice on maximizing success and profitability. Email us at info@watermancpa.net or visit us at 2110 S Bascom Ave, Ste 103, Campbell CA 95008 for expert financial guidance. Waterman and Associates, CPA - your trusted advisors in accounting and finance.
2110 S Bascom Ave #103, Campbell, CA 95008, United States -
Son and Associates, APC
● ClosedSon and Associates, APC is an accounting and finance institution located at 2463 West 208th Street in Torrance, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing top-notch services and personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, Son and Associates, APC is committed to helping you achieve your financial goals.
2463 W 208th St Suite 205, Torrance, CA 90501, United States
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