The 30 Best Estate planning consultant in Orinda, California

20 results found

Business Estate & Tax Attorneys, P.C. is a premier institution located in Orinda, California, specializing in accounting, finance, and legal services. Our team of experienced attorneys and financial experts are dedicated to providing comprehensive estate planning, tax preparation, and business consulting services to individuals and businesses alike. With a focus on personalized attention and strategic solutions, we strive to help our clients navigate complex financial and legal matters with confidence and peace of mind. Visit us at 4 Orinda Way to learn more about how we can assist you in achieving your financial and legal goals.

The Law Office of P. Randall Noah is a reputable legal practice located at 21 Orinda Way in Orinda, California. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. With a track record of successful cases and satisfied clients, you can trust the Law Office of P. Randall Noah to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation.

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.

D'Amato Law Corporation is a reputable legal firm located at 61D Avenida De Orinda in Orinda, California, United States. Specializing in various areas of law, including business, real estate, and estate planning, our experienced team of attorneys is dedicated to providing high-quality legal services to our clients. With a commitment to excellence and personalized attention, D'Amato Law Corporation is here to help you navigate through your legal matters with confidence and peace of mind.

Hartog, Baer, Zabronsky & Verriere is a trusted institution located on Orinda Way in Orinda, California, United States. Specializing in estate planning, their team of expert lawyers provide arrangements for the conservation, investment, and management of property both during a person's lifetime and after their death. Disputes over fund disbursement, trust mismanagement, and complex legal issues involving wills, trusts, probate codes, and tax laws are expertly handled by the team at HBZ. With extensive experience as expert witnesses and mediators in trust and estate matters, they are committed to providing the best full-service trust and estate law services in California.

Korn Law Group is a reputable law firm located at 23 Altarinda Road in Orinda, California. With a team of experienced attorneys, they provide expert legal services in various areas of law including personal injury, family law, estate planning, and business law. Their dedication to their clients and commitment to achieving favorable outcomes sets them apart from other law firms in the area. Whether you are in need of legal representation or guidance, Korn Law Group is here to help you navigate the complexities of the legal system. Contact them today to schedule a consultation.

The Law Offices of Reed Guest is a reputable legal firm located at 94 Underhill Road in Orinda, California. With a team of experienced attorneys, they provide expert legal services in various areas of law including family law, estate planning, real estate, and business law. Clients can expect personalized attention and dedicated representation to help them navigate through their legal issues effectively. Whether you are facing a divorce, need assistance with drafting a will, or require legal advice for your business, the Law Offices of Reed Guest is here to provide professional guidance and support. Contact them today to schedule a consultation and discuss your legal needs.

Sandman Legal P.C. is a reputable law firm located at 211 Courtney Lane in Orinda, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Specializing in various areas of law including family law, estate planning, and business law, we strive to offer personalized solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, you can trust Sandman Legal P.C. to handle your legal matters with professionalism and expertise. Contact us today to schedule a consultation.

The Law Office of Jennifer Jaynes is a reputable legal firm located at 118 Camino Pablo in Orinda, California. Led by experienced attorney Jennifer Jaynes, the firm specializes in providing expert legal services in various areas of law including family law, estate planning, and business law. With a strong commitment to providing personalized and effective legal representation, the Law Office of Jennifer Jaynes is dedicated to helping clients navigate through complex legal matters with professionalism and integrity. Contact them today for a consultation to discuss your legal needs.

Enso Wealth Management is a leading financial institution located at 89 Davis Road in Orinda, California, United States. Specializing in wealth management services, Enso provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Enso Wealth Management offers a range of services including retirement planning, estate planning, portfolio management, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Enso Wealth Management is dedicated to providing top-notch financial advice and solutions tailored to your individual needs.

Park Place Wealth Advisors is a leading finance institution located at 18 Orinda Way in Orinda, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. Trust Park Place Wealth Advisors to help you secure your financial future.

Michelle N Pollak is a trusted Private Wealth Advisor at Ameriprise Financial Services, LLC located in Orinda, California. With a focus on personalized financial planning and investment management, Michelle helps clients achieve their financial goals and secure their financial future. With years of experience and expertise in the finance industry, Michelle provides tailored solutions to individuals and families to help them build and preserve their wealth. Visit Michelle N Pollak at 25 Orinda Way for comprehensive financial services and expert advice.

Scott Pollak, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Orinda Way in Orinda, California, offers a wide range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Scott Pollak is equipped to assist individuals with various financial needs. Whether it's retirement planning, estate planning, investment strategies, or insurance products, Scott Pollak has the expertise to provide tailored solutions. Additionally, Scott Pollak offers specialized services such as Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, and more. With a commitment to excellence and a focus on helping clients achieve their financial goals, Scott Pollak is a trusted advisor in the field of finance.

Real Prosperity, Inc is a leading finance institution located in the heart of Orinda, California. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future prosperity. Whether you need assistance with investments, retirement planning, or wealth management, Real Prosperity, Inc is here to provide expert guidance and personalized solutions. Visit us at 29 Orinda Way to start your journey towards financial success today.

Wells Fargo Advisors is a leading financial institution located at 2 Orinda Theatre Square in Orinda, California, United States. As a trusted name in finance, Wells Fargo Advisors offers a wide range of investment services and solutions to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized guidance and expertise to help clients navigate the complex world of investing. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Wells Fargo Advisors is committed to helping you make informed decisions and secure your financial future.

The Bach Group at Morgan Stanley is a leading finance institution located in Orinda, California, United States. Specializing in providing comprehensive financial services, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on personalized service, The Bach Group at Morgan Stanley is the trusted partner for individuals and businesses seeking expert financial guidance. Visit us at 2 Orinda Theatre Square to learn more about how we can help you navigate the complexities of the financial world.

Dan W Albert - Morgan Stanley is a reputable finance institution located in Orinda, California, United States. With a focus on providing top-notch financial services, their team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, wealth management, or retirement planning, Dan W Albert - Morgan Stanley has the knowledge and experience to assist you. Visit them at 2 Orinda Theatre Square to start planning for a secure financial future.

The Lewis Weiner Group at Morgan Stanley is a prestigious finance institution located at 2 Orinda Theatre Square in Orinda, California, United States. With a strong reputation for excellence in financial services, the team at The Lewis Weiner Group offers personalized wealth management solutions to help clients achieve their financial goals. From investment strategies to retirement planning, their experienced professionals provide expert guidance and support to clients seeking to grow and protect their assets. Trustworthy and reliable, The Lewis Weiner Group at Morgan Stanley is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Dille & Koo, LLP is a reputable accounting and finance institution located at 4 Orinda Way in Orinda, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses seeking expert financial guidance.

Ruth C. Bailey, CPA is a reputable accounting and finance institution located at 513 Miner Road in Orinda, California, United States. With years of experience and expertise in the field, Ruth C. Bailey offers a wide range of services including tax preparation, financial planning, and auditing. Clients can trust in the professionalism and dedication of the team at Ruth C. Bailey, CPA to provide accurate and reliable financial solutions tailored to their individual needs. Visit us today and let us help you achieve your financial goals.