Estate planning consultation in Brea, CA
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Rebecka Forrester Real Estate Sales & Financial Planner
● ClosedRebecka Forrester Real Estate Sales & Financial Planner is a reputable finance institution located at 2830 North Brea Boulevard in Fullerton, California, United States. Specializing in real estate sales and financial planning, our experienced team is dedicated to helping clients achieve their financial goals. Whether you are looking to buy or sell a property, or need assistance with financial planning, our experts are here to provide personalized guidance and support. Trust Rebecka Forrester Real Estate Sales & Financial Planner for all your real estate and financial needs.
2830 N Brea Blvd, Fullerton, CA 92835, United States -
Focus CPA Group, Inc - CPA in California | Family Office Services
● ClosedFocus CPA Group, Inc is a reputable institution located in Brea, California, offering a wide range of accounting, finance, and legal services. As a Certified Public Accountant (CPA) firm, they specialize in providing top-notch financial services to individuals, families, and businesses in the area. Their expertise also extends to family office services, ensuring that their clients receive comprehensive and personalized financial management solutions. With their convenient location at 3000 East Birch Street, clients can easily access their professional expertise and guidance. Whether you need assistance with tax planning, investment management, or estate planning, the team at Focus CPA Group, Inc is dedicated to helping you achieve your financial goals.
3000 E Birch St STE 103, Brea, CA 92821, United States -
Householder Group Estate & Retirement Specialists
● ClosedHouseholder Group Estate & Retirement Specialists is a leading institution located in Brea, California, United States. Specializing in accounting and finance, our team of experts is dedicated to helping individuals plan for their future and secure their financial well-being. With a focus on estate planning and retirement strategies, we provide personalized services to meet the unique needs of each client. Visit us at 10 Pointe Drive to learn more about how we can help you achieve your financial goals.
10 Pointe Dr Suite 100, Brea, CA 92821, United States -
The Law Office of John J. Stanton
● ClosedThe Law Office of John J. Stanton is a reputable legal institution located at 1370 North Brea Boulevard in Fullerton, California, United States. Specializing in providing expert legal services, Attorney John J. Stanton is dedicated to representing clients in various legal matters with professionalism and integrity. With a focus on personal injury, criminal defense, and family law cases, the firm offers compassionate and personalized legal representation to individuals in need. Contact The Law Office of John J. Stanton for experienced and reliable legal assistance.
1370 N Brea Blvd # 220, Fullerton, CA 92835, United States -
Tala R. Davis Law
● ClosedTala R. Davis Law is a reputable law firm located on South La Brea Avenue in Inglewood, California. Specializing in various legal matters, their team of experienced lawyers provides expert guidance and representation to clients in need of legal assistance. With a strong commitment to professionalism and client satisfaction, Tala R. Davis Law is dedicated to achieving favorable outcomes for their clients. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, Tala R. Davis Law is here to help. Contact them today for a consultation and discover how they can assist you with your legal needs.
110 S, S La Brea Ave Suite 240, Inglewood, CA 90301, United States -
Law Office of Heena Patel
● ClosedThe Law Office of Heena Patel is a trusted legal firm located at 3333 South Brea Canyon Road in Diamond Bar, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to each client. With a commitment to excellence and a passion for justice, the Law Office of Heena Patel is here to help navigate the complexities of the legal system and achieve the best possible outcome for our clients. Contact us today to schedule a consultation and learn how we can assist with your legal needs.
3333 S Brea Canyon Rd STE 213, Diamond Bar, CA 91765, United States -
Cleiden Z Atanous Law Office
● OpenCleiden Z Atanous Law Office is a reputable law firm located at 500 South Kraemer Boulevard, Brea, California, United States. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with a business matter, or require help with estate planning, our skilled attorneys are here to help. Trust Cleiden Z Atanous Law Office for expert legal guidance and representation in the state of California.
500 S Kraemer Blvd, Brea, CA 92821, United States -
Law Offices of Schlossberg & Umholtz
● ClosedThe Law Offices of Schlossberg & Umholtz is a reputable law firm located at 3050 Saturn Street in Brea, California. Specializing in various legal matters, their team of experienced lawyers provide expert guidance and representation to clients in need of legal assistance. Whether you are facing a personal injury case, need help with estate planning, or require representation in a business dispute, the Law Offices of Schlossberg & Umholtz is dedicated to providing top-notch legal services tailored to your specific needs. Contact them today to schedule a consultation and see how they can help you navigate the complexities of the legal system.
3050 Saturn St #100, Brea, CA 92821, United States -
Patterson Law Firm, APC
● ClosedPatterson Law Firm, APC is a reputable institution located at 1800 East Imperial Highway in Brea, California, United States. With over 35 years of experience serving the greater Orange County area, our attorneys have established a strong track record of successful litigations and positive client relationships across various practice areas. Whether you need assistance with estate planning, probate matters, family law, personal injury cases, or business suits, our experienced team is here to help. Led by Steven R. Patterson, our attorneys are known for their quick analysis of complex legal issues and their ability to bring cases to successful conclusions. We are committed to providing personalized service and cost-effective legal representation to our clients. Contact Patterson Law Firm for all your legal needs, and let us guide you through the legal process with expertise and care.
1800 E Imperial Hwy STE 110, Brea, CA 92821, United States -
Giovanniello Law Group
● ClosedGiovanniello Law Group is a prestigious legal institution located at One Pointe Drive in Brea, California, United States. With a team of experienced attorneys, they provide expert legal services in various areas of law including family law, personal injury, criminal defense, and estate planning. Known for their dedication to client satisfaction and commitment to achieving favorable outcomes, Giovanniello Law Group is a trusted choice for individuals seeking high-quality legal representation. Contact them today for a consultation to discuss your legal needs.
One Pointe Dr #300, Brea, CA 92821, United States -
Fridley Law Firm Attorneys at Law
● ClosedFridley Law Firm Attorneys at Law is a reputable legal institution located at 3 Pointe Drive in Brea, California. Our team of experienced lawyers specializes in various areas of law, including personal injury, family law, estate planning, and more. We are dedicated to providing our clients with personalized and effective legal representation to help them navigate through their legal issues. Whether you are facing a complex legal matter or simply need legal advice, our team is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve the best possible outcome for your case.
3 Pointe Dr # 208, Brea, CA 92821, United States -
The Law Offices of Michael D. Burt
● ClosedThe Law Offices of Michael D. Burt is a reputable legal institution located at 411 West Lambert Road in Brea, California, United States. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Michael D. Burt and his team are dedicated to providing top-notch legal services to clients in need. With years of experience and a track record of success, this law office is committed to fighting for justice and achieving favorable outcomes for their clients. Contact them today for expert legal representation.
411 W Lambert Rd, Brea, CA 92821, United States -
Modern Law Solutions, PC
● ClosedModern Law Solutions, PC is a reputable law firm located at 3230 East Imperial Highway in Brea, California. Specializing in estate planning, our experienced attorneys offer personalized services to meet the unique needs of each client and their family. We understand the importance of having an estate plan in place and offer various types of trusts to help you achieve your objectives. At Modern Law Solutions, PC, client satisfaction is our top priority. We listen to your needs, advocate for your interests, and provide high-quality services tailored to your specific situation. Whether you prefer telephone or virtual appointments, or in-person meetings at our office location, we make it easy to connect with an attorney.
Main Office (We offer virtual appointments, and have other locations, 3230 E Imperial Hwy # 300, Brea, CA 92821, United States -
Law Offices of Allan E. Perry
● OpenThe Law Offices of Allan E. Perry is a reputable legal institution located at 22600 Savi Ranch Parkway in Yorba Linda, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation for our clients. With a commitment to excellence and a track record of success, the Law Offices of Allan E. Perry is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
242 S Orange Ave, Brea, CA 92821, United States -
Alan W Metcalf, Attorney at Law
● OpenAlan W Metcalf, Attorney at Law is a reputable legal institution located at 1800 East Imperial Highway in Brea, California. Specializing in various areas of law, including criminal defense, family law, and personal injury cases, Alan W Metcalf is dedicated to providing top-notch legal representation to clients in need. With years of experience and a proven track record of success, clients can trust Alan W Metcalf to handle their legal matters with professionalism and expertise. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Alan W Metcalf, Attorney at Law is here to help. Contact them today to schedule a consultation and discuss your legal needs.
1800 E Imperial Hwy STE 110, Brea, CA 92821, United States -
Prudential | Art Eckert | Life Insurance & Financial Services
● OpenPrudential | Art Eckert | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1 Pointe Drive in Brea, California, United States. With a focus on providing reliable and comprehensive life insurance and financial services, clients can trust in the expertise and professionalism of Prudential and Art Eckert. Whether you are looking to protect your loved ones with life insurance or plan for a secure financial future, this institution is dedicated to helping you achieve your goals.
1 Pointe Dr, Brea, CA 92821, United States -
Prudential | Armie Bailey | Life Insurance & Financial Services
● OpenPrudential | Armie Bailey | Life Insurance & Financial Services is a trusted institution located at 1 Pointe Drive, Brea, California, United States. Specializing in finance, health, and insurance services, they offer a wide range of products to help individuals and families secure their financial future. With a focus on providing personalized and comprehensive solutions, Prudential | Armie Bailey is committed to helping clients achieve their financial goals and protect their loved ones. Contact them today to learn more about their services and how they can help you plan for a secure future.
1 Pointe Dr, Brea, CA 92821, United States -
LTC Financial Partners
● ClosedLTC Financial Partners is a leading finance, health, and insurance agency located in Brea, California, United States. With a strong focus on long-term care planning, they provide expert guidance and personalized solutions to help individuals and families protect their financial future and well-being. Whether you are looking for insurance coverage or financial planning services, LTC Financial Partners is dedicated to helping you navigate the complexities of long-term care with confidence and peace of mind.
417 S Associated Rd A-139, Brea, CA 92821, United States -
Zakir Gunja - Prudential Financial
● ClosedZakir Gunja - Prudential Financial is a reputable finance and insurance agency located at Three Pointe Drive in Brea, California, United States. With a focus on providing top-notch financial services and insurance products, Zakir Gunja - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Their team of knowledgeable professionals is committed to delivering personalized solutions tailored to each individual's unique needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Zakir Gunja - Prudential Financial is here to guide you every step of the way. Visit their office in Brea today to start securing your financial future.
Three Pointe Dr Suite 105, Brea, CA 92821, United States -
Christine P. Snapp, Attorney at Law
● ClosedChristine P. Snapp, Attorney at Law, located at 1800 East Imperial Highway in Brea, California, is a reputable law firm with over 35 years of experience serving the greater Orange County area. Specializing in various practice areas including probate, family law, estate planning, personal injury, business law, and more, our team of experienced attorneys is dedicated to providing personalized and effective legal representation to our clients. With a focus on building positive client relationships, our attorneys at Christine P. Snapp, Attorney at Law, strive to achieve successful outcomes for our clients in a timely and cost-effective manner. Whether you are in need of estate planning services, assistance with the probate process, guidance through a divorce, or representation in a personal injury case, our team is here to help.
1800 E Imperial Hwy STE 110, Brea, CA 92821, United States -
Bright Advisers, LLC
● ClosedBright Advisers, LLC is a finance institution located at 135 South State College Boulevard in Brea, California, United States. Our team of experienced financial experts is dedicated to providing personalized and strategic advice to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our knowledgeable advisers are here to guide you every step of the way. Trust Bright Advisers, LLC to help you navigate the complexities of the financial world and secure a brighter financial future.
135 S State College Blvd #200, Brea, CA 92821, United States -
InvestLinc Wealth Services, LLC
● ClosedInvestLinc Wealth Services, LLC is a finance institution located at 10 Pointe Drive in Brea, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, and estate planning services to individuals and families. With a focus on long-term success and financial security, we strive to build lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.
10 Pointe Dr #150, Brea, CA 92821, United States -
Danielle Blunt - Raymond James
● OpenDanielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.
2601 Saturn St Suite 100, Brea, CA 92821, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 1 Pointe Drive in Brea, California, United States. With a reputation for excellence and expertise in the financial industry, UBS offers a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, UBS has a team of experienced professionals ready to assist you. Trust UBS Financial Services Inc. to provide you with the guidance and support you need to secure your financial future.
1 Pointe Dr #140, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Cynthia W Wong
● Openhe Merrill Lynch Financial Advisor Cynthia W Wong is located at 145 South State College Boulevard in Brea, California. Cynthia Wong has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2023. With over 30 years of experience in financial services, Cynthia focuses on advising families, executives, professionals, and business owners to make informed decisions about their money and assets. Cynthia provides personalized financial strategies, portfolio development, retirement planning, and estate planning services. She holds various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63, & 65 FINRA registrations. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Merrill Lynch Wealth Management
● OpenWelcome to Merrill Lynch Wealth Management in Brea, California. Our financial advisors work with a personalized, strategic planning system that recognizes the uniqueness of each client. Located at 145 South State College Boulevard, Suite 300/350, our advisors offer years of combined wealth management knowledge and experience to assist with retirement income planning, concentrated stock positions, and traditional investments. We also provide access to Bank of America's estate planning services and collaborate with outside professionals such as accountants and tax attorneys. At Merrill Lynch, we are committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that align with their long-term objectives. Our advisors utilize industry analysts and specialists to fully understand each client's financial situation and collaborate on personalized financial approaches.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Edward Jones - Financial Advisor: Tirso De Anda
● ClosedEdward Jones - Financial Advisor: Tirso De Anda is a reputable financial institution located at 3 Pointe Drive in Brea, California. As a trusted financial advisor, Tirso De Anda provides personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Tirso De Anda is here to help you every step of the way.
3 Pointe Dr Ste 207, Brea, CA 92821, United States -
Pierre Biscaichipy - Morgan Stanley
● OpenPierre Biscaichipy - Morgan Stanley is a renowned finance institution located at 10 Pointe Drive in Brea, California, United States. With a strong reputation for excellence in the financial industry, Pierre Biscaichipy - Morgan Stanley offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at Pierre Biscaichipy - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning to secure your financial future.
10 Pointe Dr Suite 400, Brea, CA 92821, United States -
WLM Financial
● ClosedWLM Financial is a multi-faceted institution offering a range of financial services including insurance and real estate. Located at 400 South La Brea Avenue in Inglewood, California, WLM Financial is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage, real estate investments, or financial planning services, WLM Financial is committed to delivering exceptional service and results. Contact us today to learn more about how we can help you secure your financial future.
400 S La Brea Ave UNIT 104, Inglewood, CA 90301, United States -
Chuck Metzner, CPA
● OpenChuck Metzner, CPA is a reputable accounting and finance institution located at 3040 Saturn Street in Brea, California, United States. With a dedication to helping companies achieve their goals, Charles Metzner & Company has been assisting businesses for decades. By partnering with professionals in related fields, they offer a comprehensive range of services to ensure clients receive the highest return on their investment in accounting and tax services. Due to the complexity of tax laws, advance planning is crucial to take advantage of tax benefits and avoid potential pitfalls. Chuck Metzner emphasizes the importance of managing financial needs with purpose and planning, including considerations such as capital gains and losses, education credits, IRAs, medical expenses, and year-end planning.
3040 Saturn St # 205, Brea, CA 92821, United States
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