The 30 Best Estate management in Alamo, California

23 results found

Santa Ynez Valley Real Estate Company, located at 1595 Mission Drive in Solvang, California, is a reputable real estate agency offering top-notch services to clients in Santa Ynez, Solvang, Los Olivos, Ballard, Los Alamos, Gaviota, and beyond. Since 1960, our experienced team has been representing some of the best properties in the area, providing our clients with unparalleled knowledge, integrity, and work ethic. At Santa Ynez Valley Real Estate Company, we pride ourselves on our exclusive listings that showcase the finest properties, best values, and most comprehensive data in our unique Corporate Studio format. Our team, led by co-owners Rich Condit and Allan Jones, is dedicated to providing exceptional service, cutting-edge marketing, and building long-term relationships with our clients.

Lodestar Private Asset Management is a prestigious finance institution located at 3201 Danville Boulevard in Alamo, California, United States. With a reputation for excellence in managing private assets, our team of experienced professionals provides personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lodestar Private Asset Management is committed to helping you achieve your financial goals. Contact us today to learn more about our comprehensive range of services and how we can help you secure a prosperous future.

Wine Country Oasis Vacation Rental is a luxurious getaway located at 545 Los Alamos Road in Santa Rosa, California. This stunning vacation rental is managed by a reputable real estate and travel agency, offering guests a unique and unforgettable experience in the heart of California's wine country. Nestled in a serene and picturesque setting, guests can enjoy the beauty of the surrounding vineyards and rolling hills while relaxing in the comfort of their own private oasis. With top-notch amenities and personalized service, Wine Country Oasis Vacation Rental is the perfect destination for those seeking a truly memorable vacation in the United States.

Allure is a prestigious real estate agency located at 2 Appletree Lane in Alamo, California. Our team of experienced and dedicated agents are committed to providing top-notch service to clients looking to buy or sell properties in the area. With a reputation for excellence and a track record of successful transactions, Allure is the go-to agency for all your real estate needs. Contact us today to experience the allure of luxury living in Alamo.

Suzanne Jakkola, EA Inc. is a trusted accounting and finance institution located at 2445 Alamo Pintado Avenue in Los Olivos, California, United States. With years of experience and expertise in the field, Suzanne Jakkola, EA Inc. offers a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, the team at Suzanne Jakkola, EA Inc. is dedicated to providing personalized and professional service to meet your needs. Contact them today to learn more about how they can assist you with your accounting and finance needs.

LPL Financial-- Lennis P. Francis is a finance institution located at 785 Alamo Drive in Vacaville, California, United States. Specializing in financial services, LPL Financial provides a wide range of investment options and financial planning solutions to help clients achieve their financial goals. With a team of experienced professionals, LPL Financial offers personalized guidance and expert advice to help clients navigate the complexities of the financial market. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, LPL Financial-- Lennis P. Francis is committed to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Judith S Feuer is a reputable financial institution located at 3201 Danville Boulevard in Alamo, California. Specializing in personalized financial planning and investment services, Judith S Feuer and her team are dedicated to helping clients achieve their financial goals and secure their futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Judith S Feuer is committed to guiding you every step of the way.

Del Monte Group, LLC is a reputable financial planning institution located at 75 Golden Meadow Lane in Alamo, California, United States. With a team of experienced and knowledgeable financial planners, we offer personalized and comprehensive financial services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your wealth, our dedicated team is here to provide expert guidance and support. Trust Del Monte Group, LLC to help you secure a stable financial future.

Journey Strategic Wealth, owned and operated by Kristin Bartlow, is a leading finance institution located in Alamo, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. With a focus on long-term success, we offer a range of services including investment planning, retirement planning, and estate planning. Visit us at 3201 Danville Boulevard to start your journey towards financial security and prosperity.

Merrill Lynch Financial Advisor Richard C Strand is a finance institution located at 1331 North California Boulevard, Walnut Creek, California, United States. Richard Strand, a Senior Vice President and Wealth Management Advisor at Merrill, has over 25 years of experience in providing clients with customized financial and wealth management strategies. Richard works with individuals, families, business owners, and foundations to help them attain their financial goals. He holds an MBA in Finance and has obtained the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor, CRPC designations. Richard is dedicated to providing clients with personalized service and guiding them through retirement planning, tax minimization, portfolio construction, liability management, and estate and asset preservation. He resides in Alamo, California with his family and is actively involved in the community. Merrill Personal Wealth Analysis™ is offered to build a personalized plan centered on clients' goals and priorities, supported by the global resources of Merrill. The institution focuses on building strong client relationships based on trust and personalized service, helping clients pursue their financial goals while managing investment risk. With access to investment insights from Merrill and banking solutions from Bank of America, clients can develop an approach to address their financial needs and achieve their goals. Richard Strand is registered to do business in multiple states and is committed to helping clients live their best financial life.

Johnson & Johnson CPAs is a reputable accounting and finance institution located at 680 Alamo Pintado Road in Solvang, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can rely on Johnson & Johnson CPAs for accurate and reliable financial advice to help them make informed decisions for their personal or business finances.

Shams Deitrick - Raymond James is a reputable finance institution located at 3201 Danville Boulevard in Alamo, California, United States. With a team of experienced financial advisors, they offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. Clients can expect personalized and professional service to help them achieve their financial goals.

Investment Architects Inc is a reputable finance institution located at 3201 Danville Boulevard in Alamo, California, United States. As a team of skilled financial professionals, we specialize in providing tailored investment strategies and solutions for our clients. With a focus on creating long-term wealth and financial security, our experts work closely with individuals and businesses to design personalized investment plans that align with their goals and risk tolerance. Trust Investment Architects Inc to be your partner in building a solid financial future.

Rudney Associates is a prestigious finance institution located at 1499 Danville Boulevard in Alamo, California, United States. With a reputation for excellence and expertise in financial services, Rudney Associates provides a wide range of financial solutions to individuals and businesses. 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, retirement planning, or assistance with wealth management, Rudney Associates is committed to providing personalized and tailored financial solutions to meet your needs. Contact them today to learn more about how they can help you achieve financial success.

Edward Jones - Financial Advisor: Jim Watts, CFP® is a reputable financial institution located at 595 Alamo Pintado Road in Solvang, California, United States. Specializing in providing comprehensive financial planning services, Jim Watts, a Certified Financial Planner, offers personalized advice and guidance to help clients achieve their financial goals. With a strong commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families make informed decisions about their investments, retirement planning, and wealth management. Visit us today to start planning for a secure financial future.

Rubey & Rust is a reputable finance institution located at 2528 Alamo Country Circle in Alamo, California, United States. With a team of experienced financial experts, we provide a wide range of services including investment management, financial planning, and wealth management. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.

Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He holds various certifications including 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®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Mark Kamerman - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States, offers a wide range of financial services and expertise. Mark Kamerman holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive top-notch financial advice tailored to their individual needs. From asset management to retirement planning, estate planning, and investment opportunities, Mark Kamerman is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Mark Kamerman has the knowledge and experience to guide you through the complexities of financial planning. Contact Mark Kamerman at Ameriprise Financial Services, LLC for expert advice and personalized financial solutions.

MethodM Wealth - Ameriprise Financial Services, LLC is a finance institution located at 3713 Alamo Street, Simi Valley, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their progress towards their financial goals securely from any device. The institution also offers complimentary initial consultations to help clients get started on their financial journey. The Ameriprise Investment Research Group provides guidance on market conditions and investment impacts, ensuring clients receive one-to-one financial advice and exceptional client service. The institution also assists with retirement readiness planning, estate planning, and passing wealth to the next generation. As part of a branding initiative, they have changed their name to MethodM Wealth.

Melanie Meyer - Thrivent is a finance institution located at 3605 Alamo Street, Simi Valley, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, GA, HI, IA, MI, MN, NY, OR, TX, WA, and WI. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. They offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans and offers insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.

Natalie Pavia - Thrivent is a finance institution located at 3605 Alamo Street, Simi Valley, California, United States. With over 20 years of industry expertise, our team is dedicated to helping you map out a path to a more secure financial future. We understand that there is no one-size-fits-all approach to financial planning, which is why we offer specific tools and solutions tailored to your individual needs. Licensed in multiple states including AZ, CA, CO, CT, ID, MA, OR, and WA, we provide advice and guidance through our Financial Planning Framework. Our services may include a review and analysis of your financial situation, with the option to further engage in Dedicated Planning Services for written recommendations at a fee.

Ben Hale - Thrivent is a finance institution located at 3605 Alamo Street, Simi Valley, California, United States. Licensed in multiple states including AR, AZ, CA, CO, FL, ID, IL, KS, MI, NC, NV, OK, SC, TN, TX, UT, VA, WA, WI, and WY, they offer insurance products and investment advisory services through their team of licensed financial advisors. Thrivent provides advice and guidance through their Financial Planning Framework, with the option for clients to engage in Dedicated Planning Services for a fee. Thrivent Financial for Lutherans is the marketing name for the institution, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc. Clients can visit the National Association of Insurance Commissioners website for licensing information and consult their attorney or tax professional for legal, accounting, or tax advice. For more information on professional designations and the requirements to earn them, clients can visit https://www.thrivent.com/designations.

Greater 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.