The 30 Best Estate planning consultant in Newport Beach, California

316 results found

JLC Legacy Law, Inc. is a prestigious law firm located at 5120 Campus Drive in Newport Beach, California. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized and comprehensive legal services to help clients protect and preserve their legacy for future generations. With a commitment to excellence and a focus on client satisfaction, JLC Legacy Law, Inc. is the trusted choice for those seeking expert guidance in navigating complex legal matters. Contact us today to schedule a consultation and start planning for your future.

The Law Office of Jesse Melendrez is a reputable legal institution located at 4695 Macarthur Court in Newport Beach, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to clients throughout the United States. With a track record of successful cases and a commitment to achieving the best possible outcomes for our clients, the Law Office of Jesse Melendrez is a trusted choice for all your legal needs. Contact us today to schedule a consultation and learn how we can assist you.

Morkos Law Firm is a reputable legal institution located at 4540 Campus Drive in Newport Beach, California. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including personal injury, family law, estate planning, and business litigation. Our firm is committed to providing personalized and effective legal representation to our clients, helping them navigate through complex legal matters with ease. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Harty Family Law, a Professional Corporation, is a highly reputable law firm specializing in family law matters. Located in Newport Beach, California, our experienced team of lawyers is dedicated to providing expert legal representation and guidance to individuals facing divorce, child custody, spousal support, and other family-related legal issues. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcome for our clients. Contact us at 140 Newport Center Drive to schedule a consultation and learn how we can assist you with your family law needs.

The Law Offices of Montgomery G. Griffin is a prestigious legal practice located at 620 Newport Center Drive in Newport Beach, California. Led by seasoned attorney Montgomery G. Griffin, our firm provides expert legal representation in a variety of practice areas including civil litigation, criminal defense, family law, and personal injury. With a track record of success and a dedication to client satisfaction, we strive to provide top-notch legal services tailored to meet the unique needs of each individual client. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Saltarelli Law Corporation is a prestigious law firm located at 100 Bayview Circle in Newport Beach, California. With a team of experienced and dedicated attorneys, we provide expert legal services in a wide range of practice areas including business law, real estate law, estate planning, and litigation. Our firm is committed to providing personalized and strategic legal solutions to meet the unique needs of each client. Whether you are a business owner, individual, or family seeking legal guidance, Saltarelli Law Corporation is here to help you navigate the complexities of the legal system with professionalism and integrity. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.

Daily Aljian LLP is a prestigious law firm located in Newport Beach, California. With a prime location at 100 Bayview Circle, this institution specializes in providing top-notch legal services to clients in need of expert representation. The team of skilled lawyers at Daily Aljian LLP is dedicated to delivering professional and personalized assistance to individuals and businesses facing legal challenges. Whether you require assistance with a personal injury case, business litigation, or estate planning, Daily Aljian LLP is committed to advocating for your best interests. Trust Daily Aljian LLP to provide you with the legal guidance and support you need to navigate the complexities of the legal system.

Crissman Law, P.C. is a reputable law firm located at 895 Dove Street in Newport Beach, California, United States. Specializing in various legal matters, the experienced team at Crissman Law, P.C. is dedicated to providing top-notch legal services to their clients. Whether you are in need of legal representation for a personal injury case, family law matter, or business dispute, the skilled attorneys at Crissman Law, P.C. are here to help. Contact them today for a consultation to discuss your legal needs.

Parineh Law, APC is a reputable law firm located at 1101 Dove Street in Newport Beach, California, United States. Specializing in various legal services, the experienced team at Parineh Law, APC is dedicated to providing top-notch representation and personalized attention to each client. From family law to business litigation, the firm offers a wide range of legal expertise to meet the needs of individuals and businesses alike. With a commitment to excellence and a track record of successful outcomes, Parineh Law, APC is a trusted choice for anyone in need of legal assistance in the Newport Beach area.

Neek Law Firm, APC is a boutique law firm located at 4590 Macarthur Boulevard in Newport Beach, California, United States. Specializing in corporate and commercial real estate matters, our team of legal experts has a proven track record in negotiating sale, purchase, and lease transactions. We also handle land entitlements, property development joint ventures, business contracts, and corporate formation and formalities. Whether you need assistance with partnerships, operating agreements, or corporate formations such as Corp, LLC, and LLP, Neek Law Firm is here to help. Visit our website to learn more about our services and how we can assist you with your legal needs.

Hoover Law Office is a reputable legal institution located at 2435 East Coast Highway in Newport Beach, California. With a team of experienced and skilled attorneys, we provide comprehensive legal services to our clients in various areas of law including family law, estate planning, business law, and more. Our dedication to our clients and commitment to achieving the best possible outcomes sets us apart from other law firms in the area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Hoover Law Office is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

SGVB LAW is a prestigious law firm located at 3501 Jamboree Road in Newport Beach, California. Our team of experienced and dedicated lawyers specialize in a wide range of legal services, including business law, real estate law, family law, and more. With a commitment to excellence and a track record of success, SGVB LAW is the go-to choice for individuals and businesses seeking top-notch legal representation. Trust us to advocate for your rights and provide expert guidance through even the most complex legal matters. Contact us today to schedule a consultation and see how we can help you achieve your legal goals.

The Law Offices of Michael S. Harms, located at 2660 East Coast Highway in Newport Beach, California, offers a range of services in accounting, finance, and law. Specializing in Estate Planning, Trust Administration, Trust Litigation, and Probate, Michael S. Harms is a licensed attorney and C.P.A. in the State of California with a masters of taxation degree from NYU School of Law. With memberships in prestigious professional organizations such as The American Bar Association and The State Bar of California, Mr. Harms has extensive experience in preparing estate plans and representing clients in trust litigation and probates throughout California. Offering free one-hour consultations, the firm emphasizes the importance of estate planning for individuals of all ages and asset levels. With a focus on preserving hard-earned assets and minimizing costs, the Law Offices of Michael S. Harms provides comprehensive estate planning services including Living Trusts, Wills, Powers of Attorney, and Advanced Directives. The firm also guides clients through the process of transferring assets into their Living Trusts and offers assistance with amendments and successor trustee responsibilities. For personalized and professional estate planning services in California, contact the Law Offices of Michael S. Harms.

The Law Offices of Michael T. Doudna, Inc. is a reputable law firm located at 2677 North Main Street in Santa Ana, California. Specializing in Criminal Defense and DUI Cases, our legal expertise extends to handling Civil Cases with a focus on Business and Transactional Law. Our practice also focuses on Family Law, Estate Planning, and Conservatorship, with a special emphasis on supporting families with special needs. At our firm, we are dedicated to advocating for your legal interests and ensuring that you understand the actions we can take on your behalf. With over 35 years of collaborative experience, we have a proven track record of success in guiding clients towards their desired outcomes. We offer complimentary phone consultations and serve clients in various cities including Santa Ana, Fullerton, Anaheim, and Newport Beach.

Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.

SageVest Financial Advisors is a leading finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. Our team of experienced advisors is dedicated to providing personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, SageVest is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and start building a brighter financial future.

Broadway Advisors LLC is a reputable financial advisory firm located in Newport Beach, California. Our team of experienced professionals provides a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, our experts are here to assist you every step of the way. Visit us at 511 30th Street to learn more about how Broadway Advisors LLC can help you secure your financial future.

Noble Financial Advisors is a reputable finance institution located at 4299 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced financial experts, Noble Financial Advisors provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Noble Financial Advisors offers tailored solutions to meet your needs. Trustworthy, knowledgeable, and dedicated, Noble Financial Advisors is committed to helping you make informed financial decisions and achieve long-term success.

NewCoast Wealth Advisors - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California. As a part of the UBS Financial Services Inc. network, we offer comprehensive wealth management solutions to our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with the support and resources you need to succeed. Visit us today to learn more about how we can help you secure your financial future.

iking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more.

Hexeum Capital is a premier financial advisory and wealth management institution located in the heart of Newport Beach, California. Specializing in providing top-notch financial advice and insurance services, our team of expert advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Hexeum Capital is here to provide personalized solutions tailored to your specific needs. Visit us at 5000 Birch Street to learn more about how we can help you secure your financial future.

Finland Financial is a reputable finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. At Finland Financial, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Trust us to be your partner in financial success.

Wells Fargo Advisors is a leading financial institution located at 520 Newport Center Drive in Newport Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you succeed.

Stephen Shin - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted advisor, Stephen Shin provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth preservation, Stephen Shin offers expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or building a diversified investment portfolio, Stephen Shin - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial markets.

Mercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management. They understand the hard work and dedication it takes to build success, and they are here to help you continue to grow and protect your wealth. Unlike other firms, Mercer Advisors believes in a comprehensive approach to financial planning, including investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Tracy O. Jackson, James, Rudy, Erik, Iggy, and Colton, are dedicated to helping you connect all the dots of your financial life. With expertise in various areas of finance, they work together to provide personalized solutions that align with your goals and values. Whether you are a high-net-worth individual, a business owner, or a healthcare professional, Mercer Advisors can help you navigate your financial journey and enjoy the fruits of your labor.

Securing Life is a financial institution located in Newport Beach, California, United States. We offer comprehensive financial education, money tools, and expert advice to help individuals secure their financial future. Our team of experienced professionals is dedicated to providing personalized guidance and resources to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or save for a major purchase, Securing Life is here to help you achieve your financial goals. Visit us at 895 Dove Street to learn more about how we can assist you in securing your financial future.

Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.

Revolution Financial Management is a premier finance institution located at 3300 Irvine Avenue in Newport Beach, California. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients. Whether you need assistance with investment planning, retirement strategies, or wealth management, we are here to help you navigate the complexities of the financial world. Trust Revolution Financial Management to help you achieve your financial goals and secure your future.

Charles Schwab is a well-known finance institution located at 16 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab's team of experienced professionals are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust in Charles Schwab to be your partner in building a secure financial future.

Martin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.