Estate planning advice in Folsom, CA
24 results found
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Folsom Lake Law
● ClosedFolsom Lake Law is a reputable law firm located in Folsom, California, United States. With a convenient address at 404 Natoma Street, this institution specializes in providing expert legal services to clients in need of professional representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the experienced lawyers at Folsom Lake Law are here to help. Trustworthy, knowledgeable, and dedicated to achieving the best possible outcome for their clients, Folsom Lake Law is a top choice for legal services in the Folsom area.
404 Natoma St, Folsom, CA 95630, United States -
Estate Protectors
● ClosedEstate Protectors is a trusted finance institution located at 101 Parkshore Drive in Folsom, California, United States. We specialize in providing comprehensive estate planning services to help protect and preserve your assets for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and ensure that your estate is secure. Contact us today to learn more about how Estate Protectors can help you safeguard your financial legacy.
101 Parkshore Dr #100, Folsom, CA 95630, United States -
Ryan Kelly - SAFE Financial Services - Wealth Advisor
● OpenRyan Kelly - SAFE Financial Services - Wealth Advisor is a leading finance institution located in Granite Bay, California. As a trusted wealth advisor, Ryan Kelly provides personalized financial solutions to help individuals and families achieve their financial goals. With years of experience and expertise in the field, Ryan Kelly offers a wide range of services including investment management, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Ryan Kelly is dedicated to providing top-notch financial advice and guidance. Visit us at 8789 Auburn Folsom Road to learn how we can help you secure your financial future.
8789 Auburn Folsom Rd B, Granite Bay, CA 95746, United States -
Beaudry Law Offices, Inc.
● ClosedBeaudry Law Offices, Inc. is a reputable institution located at 4811 Chippendale Drive in Sacramento, California, United States. Specializing in various legal services including Estate Planning, Business Planning, and Contracts, the experienced lawyers at Beaudry Law Offices, Inc. are dedicated to providing high-quality legal representation to clients in Rocklin, Roseville, Lincoln, Loomis, El Dorado Hills, Granite Bay, Folsom, Auburn, Davis, and the greater Sacramento area. With a focus on Estate Planning services such as Wills, Trusts, and Durable Power of Attorney, as well as Business Planning services for Corporations, Limited Partnerships, LLCs, LLPs, and Nonprofits, Beaudry Law Offices, Inc. offers comprehensive legal solutions tailored to each client's specific needs. From drafting and reviewing contracts to negotiating and mediating legal disputes, the team at Beaudry Law Offices, Inc. is committed to providing efficient and effective legal services.
4811 Chippendale Dr Suite 303, Sacramento, CA 95841, United States -
Law Offices of Adams & Corzine
● ClosedThe Law Offices of Adams & Corzine is a prestigious law firm located at 740 Oak Avenue Parkway in Folsom, California. Specializing in various areas of law, our team of experienced attorneys are dedicated to providing top-notch legal services to our clients. With a strong reputation for professionalism and success, we strive to achieve the best possible outcomes for each case we handle. Whether you are in need of legal representation for personal injury, family law, or criminal defense matters, you can trust Adams & Corzine to advocate for your rights and interests. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
740 Oak Ave Pkwy #120, Folsom, CA 95630, United States -
McCrary Law Firm
● OpenMcCrary Law Firm is a reputable legal institution located in Folsom, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of assistance with various legal matters. Whether you are facing a personal injury case, need help with estate planning, or require representation in a business dispute, our skilled attorneys are here to guide you through the legal process. With a commitment to excellence and a track record of successful outcomes, McCrary Law Firm is the trusted choice for all your legal needs. Visit us at 50 Iron Point Circle to schedule a consultation today.
50 Iron Point Cir Suite 140, Folsom, CA 95630, United States -
McCunn Law
● ClosedMcCunn Law is a reputable law firm located in Granite Bay, California, specializing in providing legal services in various areas of law. With a team of experienced and dedicated lawyers, McCunn Law is committed to providing high-quality legal representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the professionals at McCunn Law are here to help. Conveniently located at 8780 Auburn Folsom Road, McCunn Law is easily accessible to clients in the Granite Bay area and beyond. Trust McCunn Law to handle your legal needs with expertise and care.
8780 Auburn Folsom Rd, Granite Bay, CA 95746, United States -
CunninghamLegal
● ClosedCunninghamLegal is a finance and lawyer institution located at 1024 Iron Point Road, Folsom, California, United States. They offer more than just a Will; they provide Living Trusts and smart Estate Plans tailored to each family's unique needs. Their knowledgeable and caring attorneys guide clients through the complex process of asset allocation within a Living Trust upon death. CunninghamLegal also offers tax planning services for high net worth families, real estate legal services for investors, and comprehensive legal services for trust administration, probate representation, and more. Their team of California Trust, Tax Planning, and Real Estate attorneys take a personal approach to understanding clients' assets, goals, and concerns, designing customized plans to protect and transfer multi-generational wealth. With offices throughout California, including Northern and Southern regions, CunninghamLegal offers estate planning services both in-person and over phone or videoconference.
REQUIRES APPOINTMENT, 1024 Iron Point Rd, Folsom, CA 95630, United States -
Donald P. Madsen, Attorney At Law
● ClosedDonald P. Madsen, Attorney At Law is a reputable finance and legal institution located at 81 Blue Ravine Road in Folsom, California, United States. With a strong focus on providing expert legal advice and representation in financial matters, Donald P. Madsen and his team offer a wide range of services to individuals and businesses alike. From estate planning to business law, this institution is dedicated to helping clients navigate the complexities of the legal system with confidence and ease. Trust in Donald P. Madsen, Attorney At Law for all your financial and legal needs.
81 Blue Ravine Rd Ste 230, Folsom, CA 95630, United States -
Law Office of Cheryl L. Sommers
● ClosedThe Law Office of Cheryl L. Sommers is a trusted legal institution located at 312 Natoma Street in Folsom, California. Specializing in various areas of law, including family law, estate planning, and business law, Cheryl L. Sommers and her team provide expert legal advice and representation to clients in the Folsom area and beyond. With a commitment to professionalism, integrity, and personalized service, the Law Office of Cheryl L. Sommers is dedicated to helping clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases.
312 Natoma St #100, Folsom, CA 95630, United States -
TWM Legal Attorney Services
● ClosedTWM Legal Attorney Services is a reputable law firm and real estate agency located at 101 Parkshore Drive in Folsom, California. Our team of experienced attorneys specialize in various legal services such as real estate transactions, property disputes, and contract negotiations. We are dedicated to providing our clients with professional and personalized legal representation to help them navigate the complexities of the legal system. Whether you are buying or selling property, facing a legal issue, or need assistance with a contract, TWM Legal Attorney Services is here to help. Contact us today to schedule a consultation.
101 Parkshore Dr, Folsom, CA 95630, United States -
Sedgwick Law Firm
● ClosedSedgwick Law Firm is a reputable legal institution located at 850 Iron Point Road in Folsom, California, United States. With a team of experienced attorneys, they provide a wide range of legal services including corporate law, real estate law, estate planning, and more. Known for their professionalism and dedication to their clients, Sedgwick Law Firm is committed to providing high-quality legal representation and achieving successful outcomes for their clients. Whether you are in need of legal advice or representation, Sedgwick Law Firm is here to help.
850 Iron Point Rd #206, Folsom, CA 95630, United States -
WATSON LAW FIRM
● OpenWatson Law Firm is a reputable legal institution located at 1849 Iron Point Road in Folsom, California, United States. With a team of experienced and dedicated attorneys, we provide top-notch legal services in various practice areas including personal injury, family law, estate planning, and more. Our firm is committed to providing personalized attention and zealous representation to each of our clients. Contact us today for expert legal advice and representation.
1849 Iron Point Rd, Folsom, CA 95630, United States -
Brian R Katz Attorney At Law
● ClosedBrian R Katz Attorney At Law is a reputable law firm located in Granite Bay, California. With a focus on providing expert legal services, Brian R Katz specializes in various areas of law including personal injury, criminal defense, and family law. With years of experience, Mr. Katz is dedicated to helping his clients navigate the legal system and achieve the best possible outcomes for their cases. Whether you are in need of legal representation for a complex legal matter or simply need legal advice, Brian R Katz Attorney At Law is here to help. Contact us today to schedule a consultation at our office located at 8780 Auburn Folsom Road in Granite Bay.
8780 Auburn Folsom Rd #5, Granite Bay, CA 95746, United States -
The Law Office of Jeffrey Christensen
● OpenThe Law Office of Jeffrey Christensen is a reputable legal firm located at 1024 Iron Point Road in Folsom, California. Led by experienced attorney Jeffrey Christensen, the firm specializes in providing top-notch legal services in various areas of law including family law, estate planning, and business law. With a commitment to excellence and personalized attention to each client, the firm strives to achieve the best possible outcomes for their clients. Whether you are facing a divorce, need assistance with estate planning, or require legal advice for your business, The Law Office of Jeffrey Christensen is here to help. Contact them today to schedule a consultation and discuss your legal needs.
1024 Iron Point Rd Ste. 100 #1281, Folsom, CA 95630, United States -
Allworth Financial
● ClosedAllworth Financial is a leading finance institution located at 8775 Folsom Boulevard in Sacramento, California. With a strong reputation for providing personalized financial planning and investment management services, Allworth Financial is dedicated to helping individuals and families achieve their financial goals. Their team of experienced advisors offers expert guidance on retirement planning, wealth management, tax strategies, and more. Whether you are planning for the future or looking to optimize your current financial situation, Allworth Financial is committed to providing comprehensive and tailored solutions to meet your needs.
8775 Folsom Blvd #100, Sacramento, CA 95826, United States -
Mike Kenison - SAFE Financial Services - Wealth Advisor
● OpenMike Kenison - SAFE Financial Services - Wealth Advisor is a reputable finance institution located at 2295 Iron Point Road in Folsom, California, United States. Specializing in providing personalized wealth management services, Mike Kenison and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With years of experience and expertise in the field, they offer comprehensive financial planning, investment strategies, and retirement planning tailored to each client's individual needs. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Mike Kenison - SAFE Financial Services - Wealth Advisor is committed to providing top-notch financial advice and guidance.
2295 Iron Point Rd Suite 100, Folsom, CA 95630, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 1130 Iron Point Road in Folsom, California. Our team of advisors offers wealth management and investment advisory services to clients of all types. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our advisors are here to assist you. We work with thousands of employer organizations, providing services such as fiduciary partnerships, plan design optimization, financial wellness programs, and more. Our commitment to objectivity sets us apart, and our team operates with integrity and intention to help you achieve your financial goals.
1130 Iron Point Rd STE 100, Folsom, CA 95630, United States -
Leonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C.-Financial Advisor
● ClosedLeonard Simpson 20/20 Financial Advisers of Sacramento, L.L.C. is a leading financial advisory firm located in Folsom, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Leonard Simpson 20/20 Financial Advisers to provide you with personalized and comprehensive financial advice tailored to your individual needs. Visit us at 1837 Iron Point Road to start planning for a brighter financial future today.
1837 Iron Point Rd Ste 100, Folsom, CA 95630, United States -
Tony Guan - Financial Advisor, Ameriprise Financial Services, LLC
● OpenTony Guan is a Financial Advisor at Ameriprise Financial Services, LLC located at 1130 Iron Point Road, Folsom, California, United States. Tony holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. He is dedicated to providing comprehensive financial advice tailored to the individual needs of his clients. Tony's commitment to ethical practices and ongoing education ensures that he stays up-to-date with the latest industry trends and regulations. Whether you are a retiree, small business owner, or high net worth individual, Tony Guan can help you achieve your financial goals.
1130 Iron Point Rd #150, Folsom, CA 95630, United States -
Principle Wealth Management
● OpenPrinciple Wealth Management is a prestigious finance institution located at 1024 Iron Point Road in Folsom, California, United States. With a team of experienced professionals, Principle Wealth Management offers a wide range of financial services tailored to meet the unique needs and goals of each client. From investment planning to retirement strategies, the institution is dedicated to helping individuals and families achieve financial success and security. Visit Principle Wealth Management today to start building a brighter financial future.
1024 Iron Point Rd, Folsom, CA 95630, United States -
Edward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU®
● ClosedEdward Jones - Financial Advisor: Ricardo Aguilera, ChFC®|CLU® is a reputable finance institution located at 950 Glenn Drive in Folsom, California. As a Certified Financial Planner and Chartered Life Underwriter, Ricardo Aguilera offers expert financial advice and services to help clients plan for their future and achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in Ricardo Aguilera to provide them with tailored solutions to meet their unique needs. Whether it be retirement planning, investment strategies, estate planning, or insurance solutions, clients can rely on the expertise and professionalism of Ricardo Aguilera at Edward Jones.
950 Glenn Dr Suite 275, Folsom, CA 95630, United States -
David Vonasek, Financial Advisor
● ClosedDavid Vonasek, Financial Advisor is a reputable finance institution located at 400 Auburn Folsom Road in Auburn, California, United States. With a strong focus on providing personalized financial advice and guidance, David Vonasek is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, David Vonasek offers tailored solutions to meet your unique needs. Trust in David Vonasek, Financial Advisor to provide expert financial advice and support to help you make informed decisions and achieve financial success.
400 Auburn Folsom Rd, Auburn, CA 95603, United States -
Mathews Capital Management LLC
● ClosedMathews Capital Management LLC is a leading finance institution located at 705 Gold Lake Drive in Folsom, California, United States. With a team of experienced professionals, they provide expert financial advice and management services to help clients achieve their investment goals. Specializing in wealth management, retirement planning, and investment strategies, Mathews Capital Management LLC is dedicated to helping individuals and businesses secure their financial future. Whether you are looking to grow your wealth or plan for retirement, they offer personalized solutions tailored to your specific needs and objectives. Trust Mathews Capital Management LLC to guide you towards financial success and stability.
705 Gold Lake Dr Ste 250, Folsom, CA 95630, United States
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