Estate planning advisor in California
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Joseph P Kennedy & Associates
● OpenJoseph P Kennedy & Associates is a reputable accounting and finance institution located at 1805 East Cabrillo Boulevard in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph P Kennedy & Associates is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure their financial future.
1805 E Cabrillo Blvd Suite F, Santa Barbara, CA 93108, United States -
Jeremy K. Ballew, CPA
● OpenJeremy K. Ballew, CPA is a reputable accounting and finance institution located at 923 Laguna Street in Santa Barbara, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and audit support. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business, Jeremy K. Ballew, CPA is committed to providing top-notch financial services to meet your needs.
923 Laguna St a, Santa Barbara, CA 93101, United States -
Sousa & Weber LLP (Combined with Moss Adams in 2022)
● ClosedSousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.
2615 CA-1, Hermosa Beach, CA 90254, 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 -
Faris Financial Group
● OpenFaris Financial Group is a reputable accounting and finance institution located at 1503 South Coast Drive in Costa Mesa, California, United States. With a team of experienced professionals, Faris Financial Group offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Faris Financial Group is dedicated to providing personalized solutions to meet your financial needs. Trust in Faris Financial Group for expert guidance and support in achieving your financial goals.
1503 S Coast Dr # 301, Costa Mesa, CA 92626, United States -
Gordon H Pullin CPA: Pullin H Gordon CPA
● ClosedGordon H Pullin CPA: Pullin H Gordon CPA is a reputable accounting and finance institution located at 5372 Laverne Circle, Westminster, California, United States. With years of experience and expertise in the field, they offer a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of certified public accountants is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you're looking for assistance with bookkeeping, audits, or investment advice, Gordon H Pullin CPA: Pullin H Gordon CPA is the go-to destination for all your accounting and finance needs.
5372 Laverne Cir, Westminster, CA 92683, United States -
Weber Christensen & Heinrichs, LLP
● ClosedWeber Christensen & Heinrichs, LLP is an accounting and finance institution located at 511 East 1st Street, Tustin, California, United States. Specializing in outsourced accounting and advisory services for emerging growth companies, they offer timely financial reports and guidance tailored to your business needs. Their services include tax preparation, payroll management, technical accounting support, financial planning, and estate plan management. With over 40 years of combined experience, their team of professionals is dedicated to helping clients make informed financial decisions and achieve their business goals. By providing sound numbers and targeted advice, they aim to help companies grow successfully. Schedule an introductory call with one of their experts to access a full range of services and maximize the benefits of having a reliable accounting advisor. Let Weber Christensen & Heinrichs be your financial partner in building a strong foundation for your business's future success.
511 E 1st St C, Tustin, CA 92780, United States -
Brown-Shoemaker, CPA's
● ClosedBrown-Shoemaker, CPA's is a reputable accounting and finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a team of experienced certified public accountants, they provide comprehensive financial services to individuals and businesses in the area. From tax preparation and planning to auditing and consulting, Brown-Shoemaker, CPA's offers personalized solutions to meet their clients' needs. Trustworthy, reliable, and professional, they are committed to helping their clients achieve their financial goals.
155 N Riverview Dr #122, Anaheim, CA 92808, United States -
Sternberg Financial Services
● OpenSternberg Financial Services is a leading accounting and finance institution located at 1101 Sea Larke Drive in Fallbrook, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, investment planning, and retirement planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage your finances effectively.
1101 Sea Larke Dr, Fallbrook, CA 92028, United States -
Diaz Enterprises Income Tax Service since 1969
● ClosedDiaz Enterprises Income Tax Service has been providing expert accounting, finance, and real estate services since 1969. Located at 1919 South Main Street in Santa Ana, California, United States, our experienced team is dedicated to helping individuals and businesses navigate the complexities of income tax preparation and financial planning. Trust Diaz Enterprises for all your accounting and real estate needs.
1919 S Main St, Santa Ana, CA 92707, United States -
Skorheim & Associates
● ClosedSkorheim & Associates is a leading accounting and finance institution located in Laguna Hills, California. Our team of CPAs and attorneys have extensive experience in business litigation, serving as court-appointed neutrals, and providing expert testimony in financial matters. We are also trusted advisors in complex trust and estate issues, helping clients navigate tax burdens and fiduciary duties. With a holistic approach to tax, consulting, financial planning, and business valuation, we are committed to efficiently and competently achieving your financial objectives. Visit us at 25301 Cabot Road, Suite 210, Laguna Hills, CA 92653.
25301 Cabot Rd STE 210, Laguna Hills, CA 92653, United States -
MTB Financial
● OpenMTB Financial is a reputable accounting and finance institution located at 31938 Temecula Parkway in Temecula, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Contact us today to schedule a consultation and let us help you achieve your financial goals.
31938 Temecula Pkwy a331, Temecula, CA 92592, United States -
O'Donnell & Smiley
● OpenO'Donnell & Smiley is a reputable accounting and finance institution located at 7816 Ivanhoe Avenue in San Diego, California, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust O'Donnell & Smiley for their expertise and dedication to helping individuals and businesses achieve their financial goals.
7816 Ivanhoe Ave #6, La Jolla, CA 92037, United States -
Lawless & Associates
● OpenLawless & Associates is a prestigious finance institution located at 9127 Bittercreek Lane in San Diego, California. With a reputation for excellence and integrity, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or estate planning, Lawless & Associates is here to help you navigate the complexities of the financial world. Trust us to help you achieve your financial goals and secure your financial future.
9127 Bittercreek Ln, San Diego, CA 92129, United States -
Akt Group LLP
● OpenAkt Group LLP is a renowned institution specializing in accounting, finance, and wealth management services. Located at 5946 Priestly Drive in Carlsbad, California, United States, our team of experts has decades of experience in guiding clients through today's financial complexities. We prioritize quality over risk, providing reliable financial information for decision-makers. Our forward-thinking investments in technology, such as the Database Audit and Risk Control System, ensure that we stay ahead of industry best practices. With a focus on maintaining the highest standards in our practice, we offer a range of services including business valuations, transitions, sales, mergers, financial due diligence, tax planning, investment management, and estate planning.
5946 Priestly Dr, Carlsbad, CA 92008, United States -
Akt LLP: Mitchell Ronald a CPA
● ClosedAkt LLP: Mitchell Ronald a CPA is an accounting and finance institution located at 312 South Juniper Street in Escondido, California, United States. With decades of experience in accounting, consulting, and wealth management, the institution prides itself on guiding clients through today's financial complexities. The team at Akt LLP values quality over risk, offering reliable financial information for decision-makers. They stay ahead of industry best practices with forward-thinking investments in technology, such as the Database Audit and Risk Control System. Specializing in business valuations, transitions, sales, mergers, and financial due diligence, Akt LLP's consulting work adapts to the unique needs of each client. For individual clients, the institution offers strategic tax planning, investment management, and estate planning services. They cater to C-suite individuals and family business owners, providing personalized financial assistance through financial concierge services.
312 S Juniper St STE 100, Escondido, CA 92025, United States -
Carter Tax & Financial
● ClosedCarter Tax & Financial is a reputable institution located at 5360 Jackson Drive in La Mesa, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Carter Tax & Financial to help you navigate the complexities of the financial world and achieve your financial goals.
5360 Jackson Dr # 118, La Mesa, CA 91942, United States -
R & S Tax & Financial
● ClosedR & S Tax & Financial is a reputable accounting and finance institution located at 256 Witherspoon Way in El Cajon, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and accounting solutions tailored to meet the unique needs of their clients. Whether you are an individual looking for assistance with your personal finances or a business in need of expert financial guidance, R & S Tax & Financial is committed to providing top-notch services to help you achieve your financial goals.
256 Witherspoon Way # L, El Cajon, CA 92020, United States -
Delano Financial Services
● OpenDelano Financial Services is a reputable institution located at 3450 Bonita Road in Chula Vista, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help you navigate the complexities of the financial world. Trust Delano Financial Services to help you achieve your financial goals and secure a stable financial future.
3450 Bonita Rd # 211A, Chula Vista, CA 91910, United States -
Gary Porter CPA
● OpenGary Porter CPA is a reputable accounting and finance institution located at 3355 Cochran Street in Simi Valley, California, United States. With years of experience and expertise in the field, Gary Porter CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for expert financial advice, Gary Porter CPA is the go-to institution for all your accounting and finance needs.
3355 Cochran St, Simi Valley, CA 93063, United States -
Jackson & Arshagouni
● ClosedJackson & Arshagouni is a reputable accounting and finance institution located at 9176 Independence Avenue in Los Angeles, 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, bookkeeping, financial planning, or investment management, Jackson & Arshagouni is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in your financial success.
9176 Independence Ave, Chatsworth, CA 91311, United States -
Richardson Kontogouris Emerson (RKE) LLP
● ClosedRichardson Kontogouris Emerson (RKE) LLP is a renowned institution located at 2942 Columbia Street in Torrance, California, United States. Specializing in accounting, finance, and legal services, RKE LLP is a trusted partner for individuals and businesses seeking expert advice and support in managing their finances and legal matters. With a team of experienced professionals, RKE LLP offers a wide range of services to meet the diverse needs of their clients, ensuring top-notch quality and personalized attention. Whether you need assistance with tax planning, financial consulting, or legal representation, RKE LLP is committed to delivering exceptional results and helping you achieve your goals.
2942 Columbia St, Torrance, CA 90503, United States -
1st Fidelity, Inc.
● Open1st Fidelity, Inc. is a trusted accounting and finance institution located at 181 El Camino Real in Tustin, California, United States. With a reputation for excellence and reliability, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, investment planning, or any other financial need, 1st Fidelity, Inc. is here to help. Visit us today to see how we can help you achieve your financial goals.
181 El Camino Real Suite A, Tustin, CA 92780, United States -
The Garrett Group
● ClosedThe Garrett Group is a versatile institution located at 1 BetterWorld Circle in Temecula, California, United States. Specializing in accounting, finance, general contracting, and real estate services, The Garrett Group offers a wide range of professional expertise to meet the diverse needs of clients. With a team of experienced professionals, the institution is committed to providing top-notch services and solutions to help individuals and businesses achieve their financial and real estate goals. Whether you are looking for expert accounting advice, financial planning, construction services, or assistance in buying or selling property, The Garrett Group is dedicated to delivering exceptional results and exceeding expectations.
1 BetterWorld Cir #200, Temecula, CA 92590, United States -
Sapphire Law Group
● ClosedSapphire Law Group is a unique law firm located at 12242 Business Park Drive in Truckee, California. Our team of experienced attorneys combines personalized relationships with superior legal expertise to provide exceptional service to our clients. Inspired by the wisdom and protection symbolized by the sapphire stone, our firm is committed to serving the communities of Truckee, North Tahoe, and South Orange County. Specializing in estate planning, business planning, and trust and estates services, Sapphire Law Group offers comprehensive legal solutions to protect assets and ensure a smooth transfer of wealth. Our attorneys work closely with clients to create tailored estate plans, assist with business formation, contracts, and asset protection, and handle the administration and distribution of estates.
12242 Business Park Dr #19, Truckee, CA 96161, United States -
Law Offices of Robert H. Brumfield, P.C.
● ClosedThe Law Offices of Robert H. Brumfield, P.C. is a reputable legal institution located at 325 Old Mammoth Road in Mammoth Lakes, California, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, our experienced team of attorneys is dedicated to providing top-notch legal representation and guidance to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those we serve. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
325 Old Mammoth Rd Suite A1, Mammoth Lakes, CA 93546, United States -
Happy Investments, Inc. Truckee Ca
● ClosedHappy Investments, Inc. in Truckee, CA is a trusted finance institution that specializes in providing mortgage solutions for residential and commercial properties. Our team of experienced Mortgage Advisors in Truckee, CA is dedicated to helping you navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer, a seasoned investor, or looking to refinance, we offer a wide range of loan programs to suit your needs. Located at 11260 Donner Pass Road C1 # 1014-G, Truckee, CA 96161, our organization offers competitive rates, low fees, and flexible underwriting guidelines to ensure that your mortgage experience is cost-effective and hassle-free. With a focus on building sustainable relationships with our clients, we strive to provide top-notch service and support for years to come.
11260 Donner Pass Road C1 # 1014-G, Truckee, CA 96161, United States -
American General Corporation
● ClosedWelcome to American General Corporation, your trusted partner in finance, construction, general contracting, and real estate development. Conveniently located at 91 Avenida Del Mar, San Clemente, California, our family-owned business has proudly served Southern California and Hawaii for over 35 years. With a commitment to excellence and a passion for creating lasting spaces, we specialize in mixed-use, multi-family, commercial, and residential projects throughout Orange County and Los Angeles County. At American General Corporation, we view building as an interdisciplinary endeavor that goes beyond mere construction. We create living spaces designed to be the backdrop for cherished memories for generations to come. Our executive team comprises seasoned professionals with over 50 years of collective experience in real estate development, civil engineering, urban planning, project management, and construction finance. Supported by a vast network of regional and international experts, including leading attorneys, financial consultants, architects, and designers, we ensure each project is executed to perfection.
91 Avenida Del Mar, San Clemente, California 92672, United States -
Schneider Rochelle J
● OpenWelcome to Schneider Rochelle J. - Your Trusted Legal Partner in Manhattan Beach Located at 921 Manhattan Beach Boulevard, Manhattan Beach, California, Schneider Rochelle J. is a boutique law office dedicated to providing concierge legal services from our serene garden office on the west side of Manhattan Beach. With over 25 years of experience, Rochelle Schneider, J.D., EMBA, offers personalized legal counsel in estate planning, wills and trusts, probate, business formation, and governance of entities.
921 Manhattan Beach Boulevard, Manhattan Beach, California 90266, United States -
Hitchcock Bowman Schachter
● OpenWelcome to Hitchcock Bowman Schachter, your trusted legal partners located in the heart of Torrance, California. Situated at 21515 Hawthorne Boulevard, our esteemed law firm is dedicated to providing exceptional legal services to individuals and businesses throughout the region. With a strong commitment to justice and a reputation for excellence, our experienced team of attorneys specializes in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized legal solutions tailored to their unique needs. At Hitchcock Bowman Schachter, we pride ourselves on our client-centric approach, offering expert guidance and representation in matters such as personal injury, family law, estate planning, business law, and more. Our seasoned lawyers are not only skilled advocates but also compassionate advisors, dedicated to protecting your rights and achieving the best possible outcomes for your case.
21515 Hawthorne Boulevard, Torrance, California 90503, United States
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