The 30 Best Estate planning consultant in National City, California

113 results found

National Financial Relief is a leading finance institution located at 1 Orchard Road in Lake Forest, California, United States. Our dedicated team of financial experts is committed to providing personalized solutions to help individuals and businesses achieve financial stability and success. Whether you are struggling with debt, looking to invest wisely, or planning for the future, National Financial Relief is here to help. Contact us today to learn more about our comprehensive financial services and start your journey towards a secure financial future.

Kris Mukherji, APC is a reputable Estate Planning & Business Attorney located in San Diego, California. With a focus on personalized legal services, Kris Mukherji aims to build long-lasting relationships with all clients by providing customized legal care tailored to individual needs. Whether you are starting a new business or in need of business consultation, Kris Mukherji ensures that you receive top-notch service from a dedicated business law firm in San Diego. Specializing in working with small businesses and start-ups, Kris Mukherji understands the legal complexities of owning and operating a business. By offering services such as drafting and reviewing business contracts, vendor contracts, and employee agreements, Kris Mukherji serves as a valuable partner in ensuring the success and growth of your business.

Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual is a leading finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California, United States. Specializing in providing personalized financial planning, wealth management, and insurance services, Nerd Nation is dedicated to helping clients achieve their financial goals and secure their futures. With a team of knowledgeable professionals, Nerd Nation offers expert guidance and tailored solutions to meet each client's unique needs. Trust Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual to safeguard your financial well-being and plan for a prosperous future.

DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).

Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.

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.

National Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.

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.

Welcome to City National Bank, located at 5601 East Slauson Avenue, Commerce, California. Since our establishment in 1954, we have been dedicated to offering personalized banking and financial services that cater to the unique needs of each client. As a proud subsidiary of the Royal Bank of Canada, one of the world's largest banks, we uphold a legacy of integrity and exceptional client relationships. At City National Bank, we understand that a "one size fits all" approach doesn't work for everyone. That's why we prioritize getting to know your specific financial circumstances and goals, allowing us to offer tailored solutions that truly fit your needs. Our experienced Relationship Managers are ready to assist you with personal, private, and business banking, as well as wealth management, brokerage, and leasing services. We also provide innovative software solutions to enhance your financial experience.

James Fread - State Farm Insurance Agent is a health insurance agency located at 9923 Channel Road, Lakeside, California, United States. We are excited to welcome new customers in California, Nevada, and Arizona. Our team of experienced professionals is dedicated to providing comprehensive insurance options to protect what matters most to you. With over 85 years of combined experience in the industry, we offer exceptional service and personalized solutions to meet your unique needs. Our goal is to ensure you have the right coverage to manage risks, recover from unexpected events, and achieve your dreams. Visit our website to explore our range of insurance products and services, and feel free to contact our friendly customer service team for assistance. We are committed to helping you make informed decisions and find the best insurance options for your requirements. Thank you for choosing James Fread - State Farm Insurance Agent, we look forward to serving you and building a long-lasting relationship based on competence and reliability.

Jake Pinto - State Farm Insurance Agent is a licensed insurance agency located at 4444 Manzanita Avenue in Carmichael, California. We proudly serve the community of Carmichael and the entire state of California, offering a range of insurance services including Home Insurance, Auto Insurance, Life Insurance, Health Insurance, and State Farm Financial services. Our office is conveniently located on Manzanita Ave. between Jan Dr. and Winding Way, near the old Crestview Lanes bowling alley. Our knowledgeable and caring team is available after hours and weekends by appointment, ensuring that we can provide the best service to our clients.

Chris Waterman - State Farm Insurance Agent is a reputable insurance agency located at 760 West Acacia Avenue in Hemet, California. With 26 years of experience in the insurance industry, our dedicated team is committed to helping customers with their Auto Insurance, Homeowners Insurance, and Life Insurance needs. Located in the River Springs Charter School Complex, we pride ourselves on exceptional customer service and a deep understanding of insurance products. Outside of work, Chris Waterman values spending quality time with his family and enjoys outdoor activities such as hiking and camping. He is actively involved in the community through organizations like Habitat For Humanity, Salvation Army, Kiwanis, and the Chamber of Commerce.

Maria Rodriguez - State Farm Insurance Agent is an insurance agency located at 212 South Atlantic Boulevard in Los Angeles, California. We offer a range of services to help you protect your financial future, including tips on avoiding the dangers of drinking and driving, financial calculators to help you make informed decisions, and guidance on monitoring and improving your credit score. Our team is committed to safeguarding your personal information and providing assistance to those using screen readers. We also offer investment options through State Farm VP Management Corp, as well as life insurance and annuities through State Farm Life Insurance Company. Deposit products are available through U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Please note that investing involves risk, and it's important to consult a tax or legal advisor for personalized advice. Contact us today at (323) 838-3660 for more information.

Ron Rauschenberger - State Farm Insurance Agent is a well-established insurance agency located at 11157 Tampa Avenue in Los Angeles, California, United States. As a State Farm agent, Ron Rauschenberger is part of a company that is ranked No. 42 on the 2022 Fortune 500 list of largest companies, serving over 91 million policies and accounts. With a career that began in 1979 as a State Farm home and business insurance claims adjuster, Ron Rauschenberger opened his own State Farm Insurance agency in Simi Valley in 1985. With over 16 years of experience as a State Farm Agent, he has been recognized as one of the nation's top 50 agents.

Atwal Tax & Immigration Services is a finance and local government office located at 2800 Mitchell Road in Ceres, California, United States. Our experienced team provides expert tax preparation and immigration services to individuals and businesses in the local community. Whether you need assistance with filing your taxes or navigating the complexities of immigration laws, our knowledgeable staff is here to help. Trust Atwal Tax & Immigration Services for all your financial and legal needs.

Paola's Immigration & Tax Services is a trusted institution located in the heart of Sacramento, California. Specializing in finance and travel agency services, we offer expert assistance with immigration and tax matters to individuals and businesses alike. Our team of professionals is dedicated to providing personalized solutions to meet our clients' needs, ensuring a smooth and hassle-free experience. Visit us at 721 J Street for all your immigration and tax service needs.

Indra M Gandhi Law Offices is a prestigious legal institution located at 21550 West Oxnard Street in Los Angeles, California. Specializing in various areas of law, the experienced team at this firm provides top-notch legal services to clients in need of expert representation. With a commitment to excellence and a track record of success, Indra M Gandhi Law Offices is dedicated to serving the legal needs of individuals and businesses in the United States. Contact them today for professional and reliable legal assistance.

Mira Law Group, A.P.C. is a reputable law firm located at 2450 Washington Avenue in San Leandro, California, United States. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal representation and guidance to clients. Whether you are in need of assistance with personal injury, immigration, family law, or any other legal matter, Mira Law Group, A.P.C. is committed to helping you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.

The Law Offices of Nan Shen is a reputable law firm specializing in immigration, trust, family, and business laws. Located at 1879 Lundy Avenue in San Jose, California, United States, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are looking to navigate the complexities of immigration law, establish a trust, resolve family matters, or address legal issues related to your business, we are here to help. With a strong track record of success and a commitment to excellence, you can trust us to provide you with the expert legal representation you need. Contact us today to schedule a consultation.

The Law Offices of Violeta Delgado, P.C. is a finance and lawyer institution located at 2112 North Main Street in Santa Ana, California, United States. With a commitment to serving and assisting the immigrant community, the institution can be reached at (714) 664-8955. Additionally, they have three offices in Santa Ana, Los Angeles, and Hemet, California for convenient access to their services.

The Feirstein Law Firm, located in Fountain Valley, California, is a reputable institution specializing in various legal services including Personal Injury, Business Formation and Consultation, Real Estate and Business Contracts, Estate Protection, and Immigration. With a dedicated team of experienced lawyers, the firm is committed to providing top-notch legal representation and guidance to clients in Orange County and beyond. Contact The Feirstein Law Firm today for expert legal assistance tailored to your specific needs.

Victory Express Law is a reputable law firm located at 121 Alhambra, Irvine, California, United States. Specializing in various legal services such as family law, business contracts, real estate transactions, estate planning/living trusts, business immigration, and more, Victory Express Law is dedicated to providing top-notch legal representation to its clients. Their immigration services cover a wide range of options including business immigration like L1, EB1, EB5, as well as employment and family-based immigration. For a free consultation, please contact Victory Express Law at ‪(949) 385-1835‬.

The Law Office of Gwendolyn M Santos is a reputable and experienced law firm located in the heart of Los Angeles, California. Specializing in immigration, bankruptcy, and family law, Atty. Malaya-Santos is dedicated to providing top-notch legal counsel to clients facing complex legal issues. As an immigrant herself, she understands the challenges of navigating the immigration process and is well-equipped to help clients through their immigration concerns. With a wealth of experience in handling bankruptcy cases, Atty. Malaya-Santos is also a trusted resource for individuals seeking assistance with financial difficulties. With memberships in various legal associations and a track record of success, clients can trust the Law Office of Gwendolyn M Santos to provide expert legal representation and guidance. Visit our office at 3450 Wilshire Boulevard in Los Angeles for a consultation today.

Burton Law Firm - Roseville is a boutique firm located at 3741 Douglas Boulevard, Roseville, California, United States. Specializing in accounting, finance, and legal services, the firm offers comprehensive and customized solutions for clients' legal, business, estate, and tax needs. With a team of award-winning litigation and dispute resolution experts licensed to practice nationally and internationally, Burton Law Firm serves businesses, families, and individuals across the state, nation, and even globally. The firm's commitment to client service, innovative problem-solving, and team approach to legal integration has earned them recognition as a top legal provider by national and international organizations. Services include asset protection, tax planning, employment law disputes, intellectual property management, business transactions, and more. With offices in Sacramento, Roseville, and San Francisco, Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to clients worldwide.

Mobile Notary & Bookkeeping Services is a reputable institution located at 710 East 16th Street in National City, California. Specializing in accounting and finance services, they offer convenient mobile notary services for all your important documents as well as expert bookkeeping services to help you manage your finances effectively. With a commitment to professionalism and accuracy, their team of experienced professionals is dedicated to providing top-notch services to clients in the National City area. Trust Mobile Notary & Bookkeeping Services for all your accounting and finance needs.

Ender Wendell is a reputable moving company located at 6821 West Grant Line Road in Tracy, California. With years of experience in the industry, we provide top-quality moving services to our customers. Our team of skilled professionals ensures a smooth and efficient moving process, whether you are relocating locally or long-distance. Trust Ender Wendell to handle all your moving needs with care and expertise.

McDowall Cotter is a prestigious institution located at 2070 Pioneer Court in San Mateo, California, United States. Specializing in estate planning, trust administration, probate, and litigation, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. In addition to our core areas of expertise, we also offer business counseling, wealth preservation, dispute resolution, litigation, and appeals services. Our diverse client base includes small to mid-sized businesses, enterprise corporations, government entities, families, and individuals.

The Law Offices of Connie Yi, PC is a reputable legal institution located in the heart of San Francisco, California. Specializing in various areas of law, including criminal defense, family law, and immigration law, our team of experienced attorneys is dedicated to providing top-notch legal representation to clients in need. With a commitment to excellence and a proven track record of success, we strive to achieve the best possible outcomes for our clients. Whether you are facing a legal issue or seeking legal advice, the Law Offices of Connie Yi, PC is here to help. Contact us today to schedule a consultation at our conveniently located office on Post Street.

The Law Office of Weltin, Streb & Weltin is a reputable legal institution located at 1432 Martin Luther King Junior Way in Oakland, California. Specializing in providing expert legal services, the team at Weltin, Streb & Weltin is dedicated to helping clients navigate through a variety of legal matters with professionalism and expertise. Whether you are in need of assistance with personal injury claims, estate planning, or any other legal issue, the experienced lawyers at this institution are committed to providing top-notch legal representation and guidance. Contact them today to schedule a consultation and learn how they can assist you with your legal needs.

Welcome to Jerry Tench - State Farm Insurance Agent located at 1405 Huntington Avenue, South San Francisco, California, United States. With over 50 years of experience in the industry, Jerry Tench brings a wealth of knowledge to help you find the perfect insurance option for your needs. Throughout his career, Jerry has achieved numerous accolades, including being a Silver Scroll Qualifier, a Millionaire Club Qualifier, and a recipient of the National Quality Award. He has also been honored with nine life travel awards, demonstrating his commitment to providing exceptional service to his customers.