The 30 Best Estate planning consultant in Martinez, California

37 results found

Martinez & Walker is a reputable accounting and finance institution located at 2950 Middlefield Road in Redwood City, California, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Our commitment to excellence and personalized approach sets us apart from the competition, making us a trusted partner for individuals and businesses alike. Visit us today to see how we can help you achieve your financial goals.

Javier Ly Martinez: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. With a focus on helping individuals and families achieve financial security and success, the institution offers a wide range of services including financial planning, investment strategies, insurance solutions, and retirement planning. With a team of experienced professionals, Javier Ly Martinez: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to its clients.

Martinez Law is a reputable law firm located at 401 West A Street in San Diego, California. Specializing in various areas of law, our team of experienced lawyers are 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 criminal matter, Martinez Law is here to help. Our commitment to excellence and client satisfaction sets us apart as a trusted and reliable legal institution in the United States. Contact us today for a consultation.

The Law Offices of George A. Martinez is a reputable law firm located at 508 Gibson Drive in Roseville, California. Specializing in various legal services, including personal injury, criminal defense, family law, and more, our team of experienced attorneys is dedicated to providing high-quality representation and achieving the best possible outcomes for our clients. With a commitment to excellence and a track record of success, we are here to assist you with your legal needs. Contact us today to schedule a consultation and learn how we can help you navigate the complexities of the legal system.

Martinez Law Office, Inc. is a reputable law firm located at 2 Park Plaza in Irvine, California. Specializing in various legal matters, 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 criminal matter, Martinez Law Office, Inc. is here to help. With a commitment to professionalism and client satisfaction, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Offices of Manuel D. Martinez is a reputable legal institution located at 336 South A Street in Oxnard, California. Specializing in various areas of law, including personal injury, criminal defense, and immigration, our dedicated team of attorneys provides expert legal representation and personalized service to each of our clients. With a strong commitment to upholding justice and protecting the rights of individuals, the Law Offices of Manuel D. Martinez is a trusted source for all your legal needs. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

The Law Office of Tracie Martinez is a trusted legal firm located at 16870 West Bernardo Drive in San Diego, California. Specializing in various areas of law, including family law, estate planning, and personal injury, Tracie Martinez and her team provide expert legal representation and guidance to clients throughout the United States. With a commitment to excellence and a dedication to achieving favorable outcomes for their clients, the Law Office of Tracie Martinez is a top choice for those in need of skilled legal assistance. Contact them today to schedule a consultation and discuss your legal needs.

Merrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.

Merrill Lynch Financial Advisor Ernest F Martinez, located at 28202 Cabot Road, Laguna Niguel, California, United States, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With a focus on relationships, trust, and experience, the team at Merrill Lynch strives to provide personalized advice and integrated financial solutions. Senior Vice President and Senior Financial Advisor Ernest Martinez has been in the industry since 1991 and is qualified to manage clients' portfolios with a customized approach to Wealth Management. By offering Retirement Planning, Wealth Transfer, Insurance, and Lending services, the institution aims to build a solid financial foundation for its clients. With a commitment to understanding clients' needs and aspirations, the team at Merrill Lynch works to design and implement personalized plans to help clients achieve their financial objectives while managing investment risk. Through ongoing communication and adjustments to financial approaches, Merrill Lynch strives to help clients stay on track and adapt to changes in their lives and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Ernest F Martinez is dedicated to helping clients live their best financial lives.

Bank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.

Rene Martinez - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. We specialize in providing financial services and guidance to help individuals and families achieve their financial goals. Our team of experienced professionals is dedicated to helping clients make informed decisions about their investments, retirement planning, and insurance needs. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Rene Martinez - Thrivent is here to help you every step of the way.

Bank of America Private Client Advisor Esperanza Martinez is a prestigious finance institution located at 701 B Street in San Diego, California. As a private client advisor, Esperanza Martinez provides personalized financial services and guidance to high-net-worth individuals, families, and businesses. With a strong focus on building long-term relationships and tailoring strategies to meet the unique needs and goals of each client, this institution offers a high level of expertise and professionalism in wealth management, investment planning, and financial advisory services. Trustworthy and dedicated, Esperanza Martinez and the Bank of America Private Client Advisor team strive to help clients achieve their financial objectives and secure their financial future.

Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.

Martinez & Martinez is a reputable accounting and finance institution located at 2414 Daly Street 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. From tax preparation to financial planning, Martinez & Martinez is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other financial institutions in the area. Visit Martinez & Martinez today to see how they can help you with your accounting and finance needs.

Martinez Tax Pros is a trusted accounting and finance institution located at 14717 Hawthorne Boulevard in Lawndale, California. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and bookkeeping services to individuals and businesses in the area. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial management. Whether you need assistance with filing your taxes or developing a comprehensive financial strategy, Martinez Tax Pros is here to help you achieve your goals. Contact us today to schedule a consultation and see how we can support your financial success.

Martinez & Associates is a reputable accounting and finance institution located at 1531 Grand Avenue in San Marcos, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our expertise includes tax preparation, financial planning, bookkeeping, and more. At Martinez & Associates, we are dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.

Spencer Martinez & McCann is a reputable accounting and finance institution located at 4901 Morena Boulevard in San Diego, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Spencer Martinez & McCann to deliver accurate and reliable financial solutions to help them achieve their goals.

The Law Offices of Danielle Jones is a trusted legal institution located at 649 Main Street in Martinez, California, United States. Specializing in various areas of law, including family law, criminal defense, and civil litigation, our team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to our clients. With a strong commitment to upholding justice and advocating for our clients' rights, the Law Offices of Danielle Jones is your go-to destination for all your legal needs. Contact us today to schedule a consultation and see how we can help you navigate the complexities of the legal system.

Primary Legal Services is a reputable finance institution located at 505 Estudillo Street in Martinez, California. Our dedicated team of legal professionals is committed to providing top-notch financial services to individuals and businesses in need of legal assistance. With years of experience and expertise in various areas of finance, we strive to offer comprehensive solutions to our clients' financial challenges. Whether you require assistance with debt management, tax planning, or estate planning, our team is here to help. Contact us today to schedule a consultation and learn how we can assist you with your financial needs.

Full Circle Financial & Insurance Services is a comprehensive institution offering a wide range of services in finance, health, and insurance. Located at 1350 Arnold Drive in Martinez, California, United States, our agency is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for financial planning, health insurance, or risk management services, our team of experienced professionals is here to guide you through every step of the process. At Full Circle Financial & Insurance Services, we believe in building long-lasting relationships with our clients and helping them achieve their financial goals.

Tully & Weiss Attorneys at Law is a reputable law firm located at 713 Main Street in Martinez, California. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, our experienced attorneys provide top-notch legal services to clients in the surrounding areas. With a commitment to excellence and a track record of success, Tully & Weiss Attorneys at Law is dedicated to advocating for our clients and achieving the best possible outcomes for their cases. Contact us today for a consultation.

The Bray Law Firm, LLP is a reputable law firm located at 736 Ferry Street in Martinez, California. Specializing in various areas of law, the firm offers expert legal services to individuals and businesses in need of professional representation. With a team of experienced lawyers, The Bray Law Firm, LLP is dedicated to providing high-quality legal solutions and personalized attention to each client. Whether you are facing a personal injury case, need assistance with estate planning, or require help with business law matters, The Bray Law Firm, LLP is here to help. Contact them today for a consultation and let their knowledgeable team guide you through the legal process.

William P. Davis, Attorney at Law is a reputable finance and legal institution located at 827 Arnold Drive in Martinez, California, United States. Specializing in providing expert legal services in various areas of law, including finance, William P. Davis is committed to helping clients navigate complex legal issues with professionalism and integrity. With years of experience and a strong track record of success, clients can trust William P. Davis, Attorney at Law to provide top-notch legal representation and guidance. Contact them today for all your legal needs.

Paul N Dane Attorney at Law is a reputable legal institution located at 1000 Court Street in Martinez, California, United States. Specializing in various areas of law, including criminal defense, personal injury, and family law, Attorney Paul N Dane is dedicated to providing top-quality legal representation to his clients. With years of experience and a commitment to excellence, clients can trust that they are in good hands when working with Paul N Dane Attorney at Law.

Hermelin Law Firm is a reputable legal institution located at 706 Main Street in Martinez, California. Specializing in various areas of law, the firm is known for its professionalism, expertise, and dedication to providing top-notch legal services to clients in need. With a team of experienced lawyers, Hermelin Law Firm is committed to representing clients with integrity and achieving successful outcomes in their legal matters. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Hermelin Law Firm is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Whatley Law Firm is a reputable legal institution located at 821 Main Street in Martinez, California. Our team of experienced attorneys is dedicated to providing top-notch legal services in various practice areas including personal injury, criminal defense, family law, and estate planning. With a commitment to excellence and a track record of success, Whatley Law Firm is here to advocate for our clients and help them navigate the complexities of the legal system. Contact us today for a consultation and let us help you with your legal needs.

Peter Coleridge Law Offices is a reputable legal institution located at 535 Main Street in Martinez, 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 criminal matter, we are here to help. With a strong track record of success and a commitment to client satisfaction, Peter Coleridge Law Offices is your trusted partner in navigating the complex legal system. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Semansky Law Firm is a reputable legal institution located at 535 Main Street in Martinez, California. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, our firm is here to help. With a commitment to professionalism and excellence, Semansky Law Firm is your trusted partner in navigating the complexities of the legal system. Contact us today for a consultation.

Poling & Poling is a reputable law firm located at 1330 Arnold Drive in Martinez, California. Specializing in various areas of law, our experienced attorneys are dedicated to providing top-notch legal representation and personalized service to our clients. Whether you are in need of assistance with a family law matter, estate planning, or business law, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.