TOP 30 Best Estate planning and administration in City of Industry, California
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Preston Estate Planning
Preston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death. Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.
Robert W. Craig, E.A. Tax and Business Services
Robert W. Craig, E.A. Tax and Business Services is a well-established institution located at 431 2nd Street in Solvang, California. Specializing in accounting and finance, Robert W. Craig has been working with clients and businesses since 1983 as a tax preparer, planner, and business consultant. With a focus on cutting through confusion and providing concrete solutions, Robert W. Craig aims to help clients take control of their financial world. With extensive experience in the industry and a background in business from a young age, Robert W. Craig understands what clients need from a business relationship. Offering services such as tax planning, tax preparation, financial consulting, real estate investing, debt consulting, and wealth training, Robert W. Craig is dedicated to helping clients achieve their financial goals.
Marshall Life and Financial Solutions, Inc.
Marshall Life and Financial Solutions, Inc. is a finance institution located at 1040 Nevada Street, Redlands, California, United States. With years of combined experience and industry knowledge, we offer customized financial plans to protect your family, retirement income, or business. Our services go beyond investing, as we guide you through major financial decisions and help execute your plan. We take a holistic approach to retirement planning, tailored to your priorities and risk tolerance. Meet with us for a one-on-one consultation to establish a strong foundation and create a sound financial plan. Our advisors will work with you continuously to review and adjust your plan as needed. We believe in early planning for retirement income, tax optimization, and balancing assets to mitigate risk. Join us to see why we are one of the fastest-growing financial and life insurance companies in Redlands since 2003.
American Academy of Estate Planning Attorneys
The American Academy of Estate Planning Attorneys is a prestigious institution located in San Diego, California. As a leading organization in the field of finance and law, the Academy provides top-notch education and resources for estate planning attorneys across the United States. With a focus on promoting excellence and professionalism in the industry, the institution offers valuable networking opportunities, continuing education programs, and cutting-edge resources to help its members stay ahead of the curve in the ever-evolving field of estate planning. If you are looking to enhance your knowledge and skills in estate planning, the American Academy of Estate Planning Attorneys is the place to be.
In Touch Financial Services LLC
In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.
Davidson Group | Bayside Real Estate
Welcome to Davidson Group | Bayside Real Estate, your trusted real estate consultants serving Manhattan Beach, Hermosa Beach, and the South Bay area. Located at 920 Manhattan Beach Boulevard, Manhattan Beach, California, we are committed to delivering excellence and creating memorable experiences for our clients. At Davidson Group, we pride ourselves on our high-level professionalism, honesty, and integrity. Our team, led by Jennifer Davidson, combines extensive industry knowledge with exceptional listening skills and data interpretation abilities to achieve our clients' real estate goals. We treat our clients like family, providing a collaborative approach that offers every possible option to ensure the best outcomes.
Accredited Real Estate Schools, Inc.
Accredited Real Estate Schools, Inc. is a reputable institution located at 7840 Madison Avenue in Fair Oaks, California, United States. As a trusted provider of real estate education, they offer accredited programs that meet the highest standards in the industry. Whether you are looking to start a career in real estate or advance your skills, Accredited Real Estate Schools, Inc. provides comprehensive training and resources to help you succeed. With experienced instructors and a commitment to excellence, this institution is dedicated to helping students achieve their goals in the dynamic field of real estate.
Law Offices of Tobie B. Waxman
The Law Offices of Tobie B. Waxman is a reputable law firm located at 400 Corporate Pointe Walk in Culver City, California. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need of legal assistance. With a commitment to delivering high-quality service and achieving favorable outcomes for their clients, the Law Offices of Tobie B. Waxman is a trusted name in the legal industry. Whether you are facing a personal injury case, need assistance with business law, or require help with estate planning, their team is dedicated to providing personalized solutions tailored to meet your specific needs. Contact them today for professional legal representation you can trust.
Humboldt County Coroner - Public Administrator
Welcome to the official website of the Humboldt County Coroner - Public Administrator, located at 3012 I Street, Eureka, California. As a vital local government office, we are committed to serving the residents of Humboldt County with professionalism, sensitivity, and respect. Our dedicated team is responsible for investigating all deaths within the county that occur under certain circumstances, ensuring that each case is handled with the utmost care and thoroughness. In addition to our coroner services, we also serve as the Public Administrator, managing the estates of deceased individuals who have no known next of kin or where there is no will. Our mission is to uphold the highest standards of ethics and integrity while providing compassionate support to families during difficult times.
Bank of America Financial Center
The Bank of America Financial Center located at 663 Tamalpais Drive in Corte Madera, California is a trusted institution offering a wide range of banking and financial services. As a leading bank in the United States, Bank of America provides customers with personalized financial solutions, investment opportunities, and expert advice to help them achieve their financial goals. With a commitment to excellence and innovation, the Bank of America Financial Center is dedicated to providing top-notch service and support to individuals, businesses, and communities in the Corte Madera area. Whether you're looking to open a checking account, apply for a loan, or explore investment options, the knowledgeable staff at Bank of America is ready to assist you every step of the way. Visit the Bank of America Financial Center today and experience the difference of banking with a trusted industry leader.
Influx Capital Management and Insurance Services
Influx Capital Management and Insurance Services is a leading finance and insurance agency located at 214 East Branch Street in Arroyo Grande, California, United States. Our team of experienced professionals is dedicated to providing tailored financial solutions and comprehensive insurance coverage to meet the unique needs of our clients. Whether you are looking to grow your wealth or protect your assets, we are committed to helping you achieve your financial goals. Contact us today to learn more about how we can assist you with your financial and insurance needs.
Agent Real Estate Schools - Corona
Agent Real Estate Schools - Corona is a premier institution located at 1411 Rimpau Avenue in Corona, California. Our school is dedicated to providing top-notch education and training for aspiring real estate agents in the United States. With experienced instructors, cutting-edge curriculum, and state-of-the-art facilities, we ensure that our students receive the knowledge and skills needed to succeed in the competitive real estate industry. Whether you are looking to start a new career or advance in your current one, Agent Real Estate Schools - Corona is the perfect place to begin your journey to success. Join us and unlock your potential in the exciting world of real estate.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
Bank of America Private Client Advisor Lisa Pena
Bank of America Private Client Advisor Lisa Pena, located at 2321 Rosecrans Avenue in El Segundo, California, is a finance institution dedicated to helping clients manage their significant wealth. With a personalized approach and access to the resources of Bank of America, our team creates strategies tailored to meet the needs and goals of individuals, families, businesses, and institutions. We prioritize your financial objectives, whether it's preserving wealth, building philanthropic legacies, or planning for future growth. Tune in at 2:00 PM EST on Monday and Friday for the latest insights from our experienced advisors. We take the time to listen and understand your unique situation before crafting disciplined financial strategies that span generations. Our commitment to innovation ensures that we can anticipate and adapt to the evolving financial landscape.
X and Y Advisors, Inc.
X and Y Advisors, Inc. is a finance institution located at 840 Apollo Street in El Segundo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our advisors are here to help. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Bank of America Private Client Advisor Kevin D Hilderman
Bank of America Private Client Advisor Kevin D Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank in San Diego, California. With a focus on ultra-high-net-worth clients, Kevin provides personalized wealth management strategies by collaborating with professionals across Bank of America and its affiliates. He brings over a decade of experience in the financial industry, holding the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts in economics and sociology. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering tailored financial solutions to meet the needs and goals of individuals, families, businesses, and institutions. With a commitment to innovation and a long history of serving clients' best interests, Bank of America Private Bank strives to provide disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
National Planning Corporation
National Planning Corporation is a leading financial institution located at 100 North Sepulveda Boulevard in El Segundo, California. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, National Planning Corporation is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
Equitable Solutions and Management
Welcome to Equitable Solutions and Management, your trusted partner in financial excellence, located at 6709 La Tijera Boulevard, Los Angeles, California. At Equitable Solutions and Management, we specialize in providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of business finance, we offer a wide range of services designed to empower you with the knowledge and tools necessary for financial success. Our commitment to transparency, integrity, and client-focused service sets us apart as a leader in the finance industry.
Steven Wang - State Farm Insurance Agent
Located at 15333 Culver Drive in Irvine, California, the Steven Wang - State Farm Insurance Agency is a vibrant and passionate institution serving the Irvine, Lake Forest, and surrounding Orange County communities. As a second-generation State Farm Agent, Steven Wang has been providing exceptional Insurance and Financial Services since 2001, ranking among the top 50 State Farm Agencies nationwide. With a Bachelor of Arts in Business Administration Management from California State University Fullerton, Steven is dedicated to helping customers achieve their financial goals. The agency's team is highly skilled and trained, fluent in Mandarin Chinese, Cantonese, Taiwanese, and English to ensure exceptional service. They offer a range of insurance options from Car Insurance to Life Insurance and Financial Services for local families, small businesses, and large corporations. The agency's mission is to provide exceptional customer service and be the preferred choice for Auto Insurance, Life Insurance, and Financial Services in Irvine and Lake Forest.
Traction Wealth & Insurance Solutions - Brandon Sussman, CFP®
Traction Wealth & Insurance Solutions, led by Brandon Sussman, CFP®, is a reputable finance institution located at 600 West Broadway in San Diego, California. Specializing in wealth management and insurance solutions, the institution offers personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Traction Wealth & Insurance Solutions is dedicated to helping individuals and families navigate the complexities of finance with confidence and peace of mind.
BARRANCA INSURANCE SERVICES INC
Barranca Insurance Services Inc is a trusted institution located at 24679 Monroe Avenue in Murrieta, California. Specializing in health insurance, this agency also offers services in real estate. With a team of knowledgeable professionals, Barranca Insurance Services Inc is committed to providing top-notch insurance solutions to meet the needs of individuals and families in the Murrieta area. Whether you are looking for health coverage or assistance with real estate transactions, you can rely on Barranca Insurance Services Inc for expert guidance and personalized service.
Satori Law Group, Inc.
Satori Law Group, Inc. is a boutique law firm located at 10061 Talbert Avenue in Fountain Valley, California. We specialize in providing personalized legal services to our clients, ensuring that their expectations are not only met, but exceeded. Whether you need assistance with estate planning, probate, trust administration, or business formation, our experienced attorneys are here to help. Our team at Satori Law Group is dedicated to helping you secure a prosperous future for yourself and your loved ones. We understand the importance of proper estate planning to protect your children's inheritance and ensure that your assets are managed according to your wishes.
Alfa Income Tax Services
Alfa Income Tax Services is a reputable accounting and finance institution located at 4236 Sepulveda Boulevard in Culver City, California, United States. With years of experience in the industry, our team of professionals provides expert tax preparation, financial planning, and accounting services to individuals and businesses alike. We pride ourselves on delivering accurate and reliable solutions to help our clients navigate the complexities of tax laws and financial management. Trust Alfa Income Tax Services to handle all your accounting and finance needs with professionalism and expertise.
H&R Block
H&R Block is a trusted accounting and finance institution located at 7203 Greenleaf Avenue in Whittier, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for tax help or a business in need of financial guidance, H&R Block is dedicated to providing personalized and reliable solutions to meet your needs. Visit us today to experience the expertise and professionalism that sets H&R Block apart in the industry.
Legal Document Preparation Center
The Legal Document Preparation Center is a finance institution located at 3610 Central Avenue in Riverside, California, United States. Our center specializes in assisting individuals and businesses with the preparation of legal documents related to financial matters. Our team of experienced professionals is dedicated to providing accurate and reliable document preparation services to help our clients navigate the complex legal requirements of the financial industry. Whether you need assistance with loan agreements, contracts, or other financial documents, the Legal Document Preparation Center is here to help. Contact us today to learn more about how we can assist you with your financial document preparation needs.
Mynd Property Management | Oakland CA
Mynd Property Management in Oakland, California is a leading finance institution specializing in property management services. Located at 1611 Telegraph Avenue, our team of experts is dedicated to helping property owners maximize their investments by providing top-notch management solutions. Whether you own a single property or a portfolio of properties, we offer personalized services to meet your specific needs. With our industry knowledge and commitment to excellence, you can trust Mynd Property Management to handle all aspects of property management with professionalism and efficiency. Contact us today to learn more about how we can help you achieve your property management goals.
Charmaine's Rooftop Bar & Lounge
Welcome to Charmaine's Rooftop Bar & Lounge, an exquisite destination perched 120 feet above Market Street in the vibrant heart of San Francisco. Nestled atop the San Francisco Proper Hotel at 45 McAllister St, this chic and lively rooftop bar offers a unique blend of European terrace elegance and the refreshing, laid-back spirit of California cool. Recognized as one of “THE BEST ROOFTOP BARS IN THE U.S.” by Condé Nast Traveler, Charmaine's is a rare gem in the city, offering a stunning panoramic view that pairs perfectly with a delightful selection of innovative cocktails crafted by the renowned BVHospitality. Whether you're enjoying a casual evening with friends or a special celebration, our menu features an array of vibrant flavors, original combinations, and unique bitters and syrups that promise to tantalize your taste buds.
D & G Equity Management
D & G Equity Management is a leading financial institution located at 14080 Mill Street in Guerneville, California, United States. With a team of experienced professionals, we offer a wide range of services to help our clients manage their investments and grow their wealth. From portfolio management to financial planning, we are dedicated to providing personalized solutions to meet the unique needs of each individual. Our commitment to excellence and integrity sets us apart in the industry, making us a trusted partner for those seeking sound financial advice and guidance. Contact us today to learn more about how we can help you achieve your financial goals.
Tomita Law Office
Tomita Law Office is a reputable law firm located in Palo Alto, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Conveniently located at 953 Industrial Avenue, our office is easily accessible in the heart of Palo Alto. Contact Tomita Law Office today for expert legal counsel and representation.
Marbella Properties
Marbella Properties is a finance and real estate agency located at 2100 Geng Road in Palo Alto, California. With over 30 years of experience, we have established a tradition of excellence in property leasing and management. Our team prides itself on being reliable, honest, and professional, ensuring that both tenants and landlords are satisfied with our services. We offer a range of services including free consultations, assistance in preparing homes for the market, professional marketing, and access to an international network of relocation agents. Our careful screening and qualifying process for tenants, routine maintenance, and 24-hour emergency availability set us apart in the industry.
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