The 30 Best Estate planning consultant in Sunnyvale, California

25 results found

Four Seasons Estate Planning is a reputable law firm located at 102 Persian Drive in Sunnyvale, California. Our experienced team of lawyers specializes in providing comprehensive estate planning services to clients in the United States. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, our knowledgeable attorneys are here to guide you through the process with care and expertise. At Four Seasons Estate Planning, we are dedicated to helping you protect your assets and ensure your wishes are carried out according to your specific wishes. Contact us today to schedule a consultation and begin planning for your future.

Sanjay Taxpro Inc is a trusted tax consultant and tax preparation service located at 830 Stewart Drive, Sunnyvale, California. Specializing in accounting and finance, they offer a range of services including personal and business tax filing, bookkeeping, payroll, and tax advising. Whether you are a student on an F1 visa or a business owner, Sanjay Taxpro can help you navigate the complex world of taxes. Their expert team can also provide tax audit representation and business formation services. With convenient appointment times and the option to upload documents online, filing your taxes has never been easier. Trust Sanjay Taxpro to save you time and ensure your taxes are filed accurately.

Yvette Lee Law Group is a reputable law firm located at 1290 Kifer Road in Sunnyvale, California. Specializing in various areas of law, including but not limited to, personal injury, family law, and estate planning, our experienced team of attorneys is dedicated to providing top-notch legal services to our clients. With a focus on personalized attention and effective representation, 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 Do and Kang is a reputable legal firm located at 640 West California Avenue in Sunnyvale, California, United States. Specializing in various areas of law, our experienced attorneys are dedicated to providing top-notch legal representation and personalized service to each client. From family law to real estate law, our team is committed to achieving the best possible outcome for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

MaxReal is a finance and real estate agency located at 1288 Kifer Road in Sunnyvale, California, United States. Our website offers the best real estate search for homes, condos, land, and foreclosure properties. Updated every 15 minutes from the official Realtor’s database, it is the only site you will ever need for your real estate search. You can save searches, receive daily email alerts, and access market reports. Our Interactive Map Search allows you to view properties on a map or refine your search by drawing boundaries around the desired area. Whether you are curious about your neighborhood or looking for a new home, our custom market reports can provide you with valuable information. From spacious layouts to convenient locations, we offer a variety of properties in Silicon Valley and beyond. Don't miss out on the opportunity to find your dream home with MaxReal!

Zent Law Group PC is a prominent law firm located at 1298 Kifer Road in Sunnyvale, California. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation for our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business dispute, Zent Law Group PC is here to help. With a commitment to excellence and a track record of success, you can trust our team to advocate for your best interests and guide you through the legal process. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Douglass Law Group is a top-notch estate planning and probate law firm located at 16185 Los Gatos Boulevard in Los Gatos, California. Specializing in providing expert legal representation in estate planning, probate, and trust administration, our boutique law firm caters to clients in Santa Clara County, Silicon Valley, and throughout California. Lead attorney Judith Douglass, a certified Estate Planning, Trust & Probate Law Specialist, brings a wealth of experience and a strong commitment to offering high-quality legal services. With a client-centered approach, we offer a range of services tailored to protect your assets and ensure a seamless transition for your loved ones.

Fleishman & Weisman is a prestigious law firm located at 1106 Viscaino Avenue in Sunnyvale, California. With a team of experienced and dedicated lawyers, they provide top-notch legal services to clients in the United States. Specializing in various areas of law, including business, real estate, and family law, Fleishman & Weisman is committed to delivering personalized and effective representation to meet the unique needs of each client. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Fleishman & Weisman is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

MagStone Law is a reputable law firm located at 415 South Murphy Avenue in Sunnyvale, California, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, MagStone Law is here to help. With a commitment to excellence and a track record of success, you can trust us to handle your legal needs with professionalism and care. Contact us today to schedule a consultation and see how we can assist you.

Yuan Law Firm, APC is a reputable legal institution located at 640 West California Avenue in Sunnyvale, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Specializing in various areas of law, including business law, real estate law, and estate planning, we strive to offer personalized and effective solutions to meet our clients' needs. Contact us today to schedule a consultation and learn how we can assist you with your legal matters.

Kaminitz Law is a reputable law firm located at 415 Vasquez Avenue in Sunnyvale, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in the United States. Specializing in various areas of law, including personal injury, family law, and estate planning, we strive to deliver personalized and effective solutions to meet our clients' needs. With a commitment to excellence and a track record of success, Kaminitz Law is here to help you navigate the legal system with confidence and peace of mind. Contact us today to schedule a consultation and see how we can assist you with your legal matters.

Haverstock & Owens LLP is a prestigious law firm located at 162 North Wolfe Road in Sunnyvale, California. With a team of highly skilled and experienced lawyers, they provide top-notch legal services to clients in various practice areas. Whether you need assistance with personal injury cases, business law, estate planning, or any other legal matter, Haverstock & Owens LLP is dedicated to providing exceptional representation and achieving the best possible outcomes for their clients. Contact them today to schedule a consultation and see how they can help with your legal needs.

Charles Schwab is a renowned financial institution located at 438 East El Camino Real in Sunnyvale, California, United States. With a focus on providing investment and financial services to individuals and businesses, Charles Schwab offers a wide range of products and services including brokerage, banking, and wealth management. Known for their commitment to customer service and innovative approach to investing, Charles Schwab is a trusted name in the finance industry.

Vertex Wealth Management is a finance institution located at 640 West California Avenue in Sunnyvale, California, United States. Our team is committed to helping you pursue competitive returns on your investments, and we offer a range of services to assist you in achieving your financial goals. In addition to personalized financial guidance, we also provide tax benefits for your retirement savings plan. Our Registered Representative, Mera Tawfik-Oshana, is dedicated to providing high quality professional service and guidance to our clients. Please feel free to explore our website for more information and watch our interesting videos. Vertex Wealth Management is a separate entity from LPL Financial, and we are here to help you make informed investment decisions.

World Financial Group Inc is a leading financial institution located at 1290 Oakmead Parkway in Sunnyvale, California. As a powerhouse in the finance industry, World Financial Group Inc offers a wide range of financial services and solutions to individuals and businesses. With a strong reputation for excellence and expertise, clients can trust World Financial Group Inc to provide personalized and comprehensive financial planning, investment strategies, and wealth management services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit World Financial Group Inc today and take the first step towards financial success.

Securities America Inc is a finance institution located at 705 Starbush Drive in Sunnyvale, California, United States. As a leading provider of investment services, Securities America Inc offers a wide range of financial products and services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and expert advice to help clients navigate the complex world of finance. Whether you are looking to build wealth, plan for retirement, or protect your assets, Securities America Inc is dedicated to helping you succeed.

Raymond James Financial Services is a reputable finance institution located at 475 South Mathilda Avenue in Sunnyvale, California. As a part of the renowned Raymond James network, this branch offers a wide range of financial services to clients, including investment advice, wealth management, retirement planning, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping individuals and businesses achieve their financial goals. Visit their office in Sunnyvale for personalized financial guidance and expert support.

Edward Jones - Financial Advisor: James Rohn, CFP® is a reputable financial institution located in Sunnyvale, California, United States. Specializing in finance, James Rohn, a Certified Financial Planner, provides expert advice and personalized solutions to help clients achieve their financial goals. With a commitment to professionalism and integrity, Edward Jones offers a wide range of services including retirement planning, investment strategies, and wealth management. Trust James Rohn and the team at Edward Jones to provide sound financial guidance and support for a secure financial future.

Edward Jones - Financial Advisor Swanellie Paulin, CEPA®, AAMS™, CRPC™ is a reputable financial institution located at 1309 South Mary Avenue, Sunnyvale, California, United States. Specializing in comprehensive financial planning and investment management, Swanellie Paulin is a Certified Exit Planning Advisor (CEPA®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™). With a strong commitment to helping clients achieve their financial goals, Swanellie Paulin provides personalized and tailored financial solutions to individuals, families, and businesses in the Sunnyvale area. Whether you are planning for retirement, saving for your children's education, or growing your wealth, Edward Jones - Financial Advisor Swanellie Paulin is dedicated to helping you secure a prosperous financial future.

Edward Jones - Financial Advisor: Shane Jacksteit, CFP®|CAP®|AAMS™|CRPC™ is a reputable financial institution located at 438 South Murphy Avenue, Sunnyvale, California, United States. With a team of highly qualified professionals, including Certified Financial Planners (CFP®), Chartered Advisor in Philanthropy (CAP®), Accredited Asset Management Specialists (AAMS™), and Chartered Retirement Planning Counselors (CRPC™), Edward Jones offers expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your assets, Shane Jacksteit and his team are dedicated to providing personalized solutions tailored to your individual needs. Trust Edward Jones for reliable and comprehensive financial guidance in Sunnyvale, California.

Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is a trusted financial institution located in Sunnyvale, California. As a dedicated financial advisor, Robert W Diaz, AAMS™ provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, Edward Jones is committed to helping clients navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Robert W Diaz, AAMS™ is here to help you every step of the way.

JPL Financial Group is a leading finance institution located at 830 Stewart Drive in Sunnyvale, California, United States. Our team of experienced professionals are dedicated to providing top-notch financial services to our clients, including investment management, financial planning, and wealth management. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Trust JPL Financial Group to guide you towards financial success.

Merrill Investment & Retirement Financial Center is located at 921 East Arques Avenue in Sunnyvale, California. As a finance institution, we offer personalized advice and guidance to help you achieve your financial goals. Our team of Merrill Financial Solutions Advisors can assist you in planning for your future and making informed investment decisions. Whether you are looking to save for retirement, invest in securities, or explore banking products, we have the expertise to help you navigate the complex world of finance. Visit us to meet with an advisor and start turning your ambitions into action. Please note that this material is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Additional information about our services and offerings can be found in our Client Relationship Summary.

Professional Tax Service is a trusted institution located at 1225 Vienna Drive in Sunnyvale, California, United States. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience and a commitment to excellence, we strive to ensure our clients receive the best possible financial advice and assistance. Whether you need help with tax preparation, planning, or consulting, Professional Tax Service is here to help you navigate the complex world of finance with ease. Trust us to handle all your tax needs efficiently and accurately.

GoodBooks CPA Inc is a reputable accounting and finance institution located at 1030 East El Camino Real in Sunnyvale, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. From tax preparation to financial planning, we strive to help our clients achieve their financial goals. Trust GoodBooks CPA Inc for all your accounting and finance needs.