Estate planning consultation in Bakersfield, California
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Botti & Morison Estate Planning Attorneys, Ltd.
● ClosedBotti & Morison Estate Planning Attorneys, Ltd. is a reputable law firm specializing in estate planning services. Conveniently located at 4900 California Avenue in Bakersfield, California, their team of experienced attorneys is dedicated to helping clients protect their assets and ensure their wishes are carried out through comprehensive estate planning strategies. Whether you need assistance with wills, trusts, probate, or other legal matters related to estate planning, Botti & Morison Estate Planning Attorneys, Ltd. is committed to providing personalized and professional services to meet your individual needs. Contact them today to schedule a consultation and secure your family's future.
4900 California Ave Tower B, 2nd Floor, Bakersfield, CA 93309, United States -
Law Office of Prachi Mehta PC
● ClosedThe Law Office of Prachi Mehta PC is a reputable legal firm located at 5701 Truxtun Avenue in Bakersfield, California. Specializing in various areas of law, including but not limited to family law, immigration law, and estate planning, our team of dedicated lawyers is committed to providing exceptional legal services to our clients. With a focus on personalized attention and strategic representation, we strive to achieve the best possible outcomes for each case. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
5701 Truxtun Ave STE 220, Bakersfield, CA 93309, United States -
Saif Ahmad - State Farm Insurance Agent
● ClosedSaif Ahmad - State Farm Insurance Agent is a trusted insurance agency located at 4025 Stockdale Highway in Bakersfield, California. Since 1985, Saif Ahmad has been providing insurance services to the community, offering Home, Auto, Commercial, Life, and Health Insurance policies. With a Master's degree from the University of Southern California, Saif Ahmad is dedicated to helping individuals and families protect their assets and loved ones. Our office is multilingual, fluent in English, Spanish, Urdu, Hindi, and Punjabi, ensuring that we can assist a diverse range of clients. We have been serving the community since 1982 and are committed to providing personalized and reliable insurance solutions.
4025 Stockdale Hwy, Bakersfield, CA 93309, United States -
Probate Attorneys of Werner Law Firm
● OpenThe Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.
7 W Figueroa St #200, Santa Barbara, CA 93101, United States -
Probate Lawyers of The Werner Law Firm
● OpenThe Probate Lawyers of The Werner Law Firm, located at 445 South Figueroa Street in Los Angeles, California, are dedicated to making the probate process as simple and straightforward as possible. Their team of experienced lawyers specializes in estate planning and living trust law, helping families prepare for the future and navigate the complexities of inheritance. With multiple office locations across California, including Santa Clarita, Bakersfield, Newport Beach, and more, they offer award-winning probate services to clients in need. Whether you are looking to create an estate plan or need assistance with probate proceedings, The Werner Law Firm is here to help. Contact them today for a free consultation and start planning for your family's future.
445 S Figueroa St suite 3100, Los Angeles, CA 90071, United States -
Probate Lawyers of Werner Law Firm
● OpenProbate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.
23 Corporate Plaza Dr #150, Newport Beach, CA 92660, United States -
The Werner Law Firm
● OpenThe Werner Law Firm, located in Bakersfield, California, is a trusted estate planning and living trust law firm. With a team of professional and compassionate lawyers, they specialize in helping clients navigate through California's estate planning and probate laws. Whether you are looking to set up a living trust to protect your assets or need assistance with the probate process after the loss of a loved one, the Werner Law Firm is here to help. They offer personalized legal strategies tailored to each client's unique circumstances, ensuring that your wealth and assets are passed on to your designated loved ones smoothly and successfully. Contact the Werner Law Firm today to book a free consultation and start preparing for the future with effective estate planning.
4900 California Ave., Tower B-210, Bakersfield, CA 93309, United States -
Law Office of Brandon Martin
● ClosedThe Law Office of Brandon Martin is a reputable legal firm located at 5060 California Avenue in Bakersfield, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, attorney Brandon Martin is dedicated to providing high-quality legal services to clients in the Bakersfield area. With a strong commitment to advocating for his clients' rights and achieving favorable outcomes, Brandon Martin and his team offer personalized and professional representation. Contact the Law Office of Brandon Martin today for expert legal guidance and representation.
5060 California Ave #1090, Bakersfield, CA 93309, United States -
Berry Smith & Bartell
● ClosedBerry Smith & Bartell is a well-established institution located at 5060 California Avenue in Bakersfield, California. With a reputation for excellence in providing legal services, the firm offers a wide range of expertise in various areas of law. The team of experienced attorneys at Berry Smith & Bartell is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you need assistance with business law, real estate transactions, estate planning, or any other legal matter, the professionals at Berry Smith & Bartell are here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
5060 California Ave STE 300, Bakersfield, CA 93309, United States -
Dowling Aaron & Keeler Inc
● ClosedDowling Aaron & Keeler Inc is a reputable law firm located at 5080 California Avenue in Bakersfield, California, United States. With a team of experienced and dedicated lawyers, they provide a wide range of legal services to their clients. Whether you are in need of assistance with personal injury, family law, business law, or estate planning, Dowling Aaron & Keeler Inc is committed to providing top-notch legal representation and guidance. Contact them today to schedule a consultation and see how they can help with your legal needs.
5080 California Ave, Bakersfield, CA 93309, United States -
DENISON WERNER, LLP
● ClosedDENISON WERNER, LLP is a prestigious law firm located at 4200 Truxtun Avenue in Bakersfield, California. Our team of experienced lawyers specialize in a variety of legal areas including personal injury, civil litigation, employment law, and estate planning. We are dedicated to providing our clients with top-notch legal representation and personalized service. Contact us today for a consultation to discuss your legal needs.
4200 Truxtun Ave # 101, Bakersfield, CA 93309, United States -
The Werner Law Firm
● OpenThe Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.
2655 First St #250, Simi Valley, CA 93065, United States -
Hendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedHendra Tanuwijaya - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11001 River Run Boulevard, Bakersfield, California, United States. The institution offers a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover various aspects of wealth management, estate planning, retirement planning, investment strategies, and more, ensuring that advisors at Hendra Tanuwijaya - Private Wealth Advisor are well-equipped to provide comprehensive financial advice to their clients.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Trovato Wealth Management
● ClosedTrovato Wealth Management is a leading finance institution located at 4925 Commerce Drive in Bakersfield, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, our experts are here to provide you with comprehensive financial solutions tailored to your individual needs. Trust Trovato Wealth Management to guide you towards a secure and prosperous financial future.
4925 Commerce Dr STE 100, Bakersfield, CA 93309, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 5080 California Avenue in Bakersfield, California, is a premier finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. We prioritize client service and satisfaction, working closely with you to understand your goals and create personalized financial strategies. As part of the community, we are committed to giving back through volunteerism and charitable outreach. With access to Merrill's resources and industry insights, our advisors are equipped to help you pursue your financial and life goals. Whether you are just starting out in your career or looking to expand your financial expertise, Merrill offers professional training, mentoring, and technology to support your growth. Let us work together to help you achieve your goals and secure your financial future.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank 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.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Miguel Garcia
● OpenMiguel Garcia is a reputable financial institution located at 11420 Ming Avenue in Bakersfield, California. With a strong presence in the community, Miguel Garcia offers a wide range of financial services to individuals and businesses. From personal loans to investment advice, their team of experienced professionals is dedicated to helping clients achieve their financial goals. Visit Miguel Garcia today to experience their top-notch customer service and expertise in the world of finance.
11420 Ming Ave #530, Bakersfield, CA 93311, United States -
John Rodgers - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJohn Rodgers is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 5001 California Avenue in Bakersfield, California. With a commitment to providing personalized financial planning and investment management services, John and his team work closely with clients to help them achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, John Rodgers can help you navigate the complex world of finance with confidence and peace of mind.
5001 California Ave #128, Bakersfield, CA 93309, United States -
Jason Cohen - UBS Financial Services Inc.
● OpenJason Cohen - UBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California. As a branch of UBS Financial Services Inc., they offer a wide range of financial services to meet the diverse needs of their clients. With a team of experienced professionals, they provide personalized investment advice, wealth management solutions, and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Jason Cohen - UBS Financial Services Inc. is committed to helping you achieve your financial goals.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Barnes Wealth Management: O'Donnell Dani M
● OpenBarnes Wealth Management: O'Donnell Dani M is a reputable finance institution located at 5060 California Avenue in Bakersfield, California, United States. With a focus on providing personalized financial planning and wealth management services, the institution is dedicated to helping individuals and families achieve their financial goals. Led by experienced professionals, Barnes Wealth Management offers a range of services tailored to meet the unique needs of each client, including investment management, retirement planning, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Barnes Wealth Management: O'Donnell Dani M is committed to guiding you towards financial success.
5060 California Ave Ste 600, Bakersfield, CA 93309, United States -
Philippe P Heglin - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedPhilippe P Heglin is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California. With a focus on providing personalized financial planning and investment advice, Philippe and his team work closely with clients to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, they offer a range of services to meet the diverse needs of their clients. With a commitment to integrity and excellence, Philippe P Heglin and Ameriprise Financial Services, LLC are dedicated to helping individuals and families secure their financial future.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Merrill Lynch Financial Advisor Brian Self
● ClosedMerrill Lynch Financial Advisor Brian Self is a reputable finance institution located at 5080 California Avenue in Bakersfield, California, United States. As a trusted financial advisor, Brian Self provides personalized financial planning and investment solutions to help clients achieve their financial goals. With a strong background in finance and a commitment to client satisfaction, Merrill Lynch Financial Advisor Brian Self is dedicated to providing expert guidance and support to individuals and businesses seeking to secure their financial future.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRam 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.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Geoffrey B King, CPA: Barbich Hooper King Dill Hoffman, LLP
● ClosedGeoffrey B King, CPA: Barbich Hooper King Dill Hoffman, LLP is a reputable accounting and finance institution located at 5001 East Commercenter Drive in Bakersfield, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust in their expertise and dedication to helping individuals and businesses achieve their financial goals.
5001 E Commercenter Dr STE 350, Bakersfield, CA 93309, United States -
Boutain Dana
● OpenBoutain Dana is a renowned institution specializing in accounting and finance, located at 300 East Esplanade Drive in Oxnard, California, United States. Led by Managing Director Dana, who has over 30 years of experience in the industry, the institution offers a wide range of services including complex tax planning, transaction structuring, multistate filing, and taxation for international operations. Dana is dedicated to helping clients reduce their tax liabilities and meet reporting requirements, while also providing attest services such as compilations and reviews of financial statements. With a focus on clients in construction, manufacturing, and real estate industries, Dana and her team at Boutain Dana are committed to delivering top-notch services tailored to individual needs. Dana holds a Bachelor of Science degree in Business Administration from California State University, Bakersfield, and a Master of Science in Taxation from Golden Gate University.
300 E Esplanade Dr #250, Oxnard, CA 93036, United States -
Paralegal Hammer & Tax
● OpenParalegal Hammer & Tax is a reputable institution located at 6810 Slickrock Drive in Bakersfield, California. Specializing in accounting and finance services, our team of experienced professionals are dedicated to providing top-notch assistance with legal matters, tax preparation, and financial planning. Whether you need help with tax filings, estate planning, or business finances, Paralegal Hammer & Tax is here to guide you through the process with expertise and precision. Contact us today to schedule a consultation and take the first step towards securing your financial future.
6810 Slickrock Dr, Bakersfield, CA 93313, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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