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TOP 30 Estate planning consultation in Menlo Park, CA
23 results found
Search for local businesses, places and services near you
The Menlo Group - Morgan Stanley
The Menlo Group at Morgan Stanley is a prestigious finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence and expertise in the financial industry, the Menlo Group offers a wide range of services to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, the team at The Menlo Group is dedicated to providing personalized and comprehensive solutions to meet the needs of each individual client. Trust in The Menlo Group at Morgan Stanley for all your financial needs.
Opes Wealth Management
Opes Wealth Management is a finance institution located at 535 Middlefield Road, Menlo Park, California, United States. Our team of experts specializes in guiding individuals through complex financial scenarios to help them achieve peace, stability, and confidence in their financial futures. We understand that money is a complex medium that can impact the quality of our lives, which is why we take a personalized approach to wealth management. Our approach involves learning your unique story and needs so that we can effectively guide you towards your financial goals. Through our proprietary software, Opes Advantage, we analyze the impact of decisions on your financial future over time. We also incorporate tax strategies, real estate management, and investment portfolio construction to maximize risk-adjusted returns for our clients.
Dana Legal Services
Dana Legal Services is a respected law firm located at 325 Sharon Park Drive in Menlo Park, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to our clients. Whether you need assistance with personal injury claims, estate planning, or business law matters, we are here to help. With a focus on professionalism and integrity, Dana Legal Services is committed to achieving the best possible outcomes for our clients. Contact us today to schedule a consultation.
The Jellins Group APLC
The Jellins Group APLC is a prestigious law firm located at 841 Menlo Avenue in Menlo Park, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. Specializing in a variety of practice areas, including business law, real estate law, and estate planning, we strive to deliver personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, The Jellins Group APLC is the go-to choice for legal representation in the Menlo Park area.
O'Donnell & Associates
O'Donnell & Associates is a respected estate and trust planning firm located at 724 Oak Grove Avenue in Menlo Park, California. Led by experienced attorney Matthew O'Donnell, the firm specializes in estate planning, probate and trust estate administration, and special needs planning for clients throughout the San Francisco Bay Area. With over 35 years of experience, Matthew O'Donnell has helped over 10,000 families plan their estates and navigate complex legal issues. His firm focuses on "life planning" to prevent court intrusion and protect assets from creditors, predators, and marital conflicts. They also provide assistance with public benefits planning for special needs, disabled, and elderly clients.
White Law
White Law is a prestigious law firm located at 2200 Sand Hill Road in Menlo Park, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From business law to estate planning, we strive to deliver personalized and effective legal solutions tailored to meet the unique needs of each individual or business we represent. Trust White Law to handle your legal matters with professionalism, integrity, and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Nopar & Associates
Nopar & Associates, located at 530 Lytton Avenue in Palo Alto, California, is a prominent institution offering legal services in business and real estate law. With over 35 years of experience, our team of skilled Silicon Valley business lawyers and real estate attorneys have served clients throughout the San Francisco Bay Area, including Palo Alto, Menlo Park, Woodside, Atherton, San Jose, Los Altos, Saratoga, Los Gatos, and beyond. Our firm has achieved an AV-Preeminent rating under Martindale-Hubbell's peer review system, showcasing our attorneys' high level of professional skill and integrity. Alan Nopar, our managing attorney, has been recognized as a Northern California Super Lawyer for multiple years, highlighting our commitment to excellence.
The Law Office of Brian W. Newcomb
The Law Office of Brian W. Newcomb is a reputable legal institution located at 800 Menlo Avenue in Menlo Park, California, United States. Specializing in various areas of law, Brian W. Newcomb and his team provide expert legal counsel and representation to clients in need. With a strong track record of successful cases and a commitment to client satisfaction, this law office is dedicated to upholding justice and serving the legal needs of the community. Whether you are facing a personal injury case, dealing with a family law matter, or seeking assistance with estate planning, The Law Office of Brian W. Newcomb is here to help. Contact them today to schedule a consultation and discuss your legal needs.
Law Offices of Clifford Ross Chernick
The Law Offices of Clifford Ross Chernick is a reputable law firm located at 770 Menlo Avenue in Menlo Park, California. With a focus on providing high-quality legal services, our team of experienced attorneys is dedicated to serving clients in a wide range of practice areas including family law, estate planning, real estate law, and business law. Our personalized approach and commitment to achieving the best possible outcomes for our clients set us apart from other law firms. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Fry Stephen S
Fry Stephen S is a reputable law firm located at 770 Menlo Avenue in Menlo Park, California. Specializing in various legal services, the firm is known for its expertise in handling complex cases with professionalism and dedication. With a team of experienced lawyers, Fry Stephen S is committed to providing top-notch legal representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice on business matters, Fry Stephen S is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Ward Dawn
Ward Dawn is a reputable law firm located at 825 Oak Grove Avenue in Menlo Park, California. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in a wide range of practice areas. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a complex business dispute, Ward Dawn is here to help. Our priority is to deliver personalized and effective legal solutions tailored to meet the unique needs of each client. Contact us today to schedule a consultation and let us advocate for your rights and best interests.
Sundholm Carl A
Sundholm Carl A is a reputable law firm located at 750 Menlo Avenue in Menlo Park, California, United States. Specializing in various legal services, the institution is known for its expertise in handling a wide range of legal matters. With a team of experienced lawyers, Sundholm Carl A is dedicated to providing high-quality legal representation and personalized solutions to meet the needs of its clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, you can trust Sundholm Carl A to provide you with the legal guidance and support you need. Contact them today to schedule a consultation and learn more about how they can help you with your legal needs.
The Liu Law Firm, P.C.
The Liu Law Firm, P.C. is a reputable law firm located at 800 Menlo Avenue in Menlo Park, California, United States. With a team of experienced attorneys, they offer a wide range of legal services to individuals and businesses in the area. Specializing in various practice areas such as business law, real estate law, and estate planning, The Liu Law Firm, P.C. is dedicated to providing high-quality legal representation and personalized attention to each client. Whether you are facing a complex legal issue or need guidance on a legal matter, their knowledgeable team is here to help you navigate the legal system with confidence. Contact The Liu Law Firm, P.C. today to schedule a consultation and discuss your legal needs.
Singh Law Corporation
Singh Law Corporation is a reputable legal firm located at 2061 Mills Avenue in Menlo Park, California. With a team of experienced attorneys specializing in various areas of law, including business law, estate planning, and real estate law, Singh Law Corporation is dedicated to providing top-notch legal services to clients in the Menlo Park area and beyond. Whether you are in need of legal advice for your business or personal matters, Singh Law Corporation is committed to guiding you through the legal process with expertise and professionalism. Contact Singh Law Corporation today to schedule a consultation and learn how they can assist you with your legal needs.
Nave & Elliott
Nave & Elliott is a prestigious law firm located at 841 Menlo Avenue in Menlo Park, California. With a team of experienced attorneys specializing in various areas of law, including business, real estate, and estate planning, Nave & Elliott is dedicated to providing top-notch legal services to clients in the Menlo Park area and beyond. Whether you are looking for advice on starting a new business, navigating a complex real estate transaction, or creating a comprehensive estate plan, the talented team at Nave & Elliott is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Hagan Law
Hagan Law is a reputable law firm located at 535 Middlefield Road in Menlo Park, California. Our dedicated team of experienced attorneys is committed to providing high-quality legal services to clients in the United States. Specializing in various areas of law including business, real estate, and estate planning, Hagan Law is known for its personalized approach and successful track record. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, Hagan Law is here to help. Contact us today to schedule a consultation and discuss how we can assist you with your legal needs.
Daniel L. Sheehan
Daniel L. Sheehan is a distinguished lawyer located at 3705 Haven Avenue in Menlo Park, California, United States. With a strong reputation for excellence in legal representation, Daniel L. Sheehan and his team provide expert legal services in a variety of practice areas. Clients can expect personalized attention and dedicated advocacy to help them navigate complex legal issues. Whether you are facing a criminal charge, need assistance with a civil lawsuit, or require guidance on estate planning, Daniel L. Sheehan is committed to providing top-notch legal counsel. Contact the office today to schedule a consultation and learn how they can assist you with your legal needs.
Jackson Capital Group - Morgan Stanley
Jackson Capital Group - Morgan Stanley is a renowned finance institution located at 2725 Sand Hill Road in Menlo Park, California. As a part of the prestigious Morgan Stanley network, they offer a wide range of financial services including investment management, wealth planning, and advisory services. With a team of experienced professionals and a commitment to excellence, Jackson Capital Group - Morgan Stanley is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are an individual investor, business owner, or institution, you can trust Jackson Capital Group - Morgan Stanley to provide expert guidance and personalized solutions to meet your unique needs.
Brighton Jones
Brighton Jones is a finance and legal institution located at 1300 El Camino Real in Menlo Park, California. Our team of financial advisors and CPAs in Silicon Valley specialize in full-service planning and strategy, creating personalized financial plans tailored to your specific needs. With a fiduciary responsibility to individuals and families, we offer a comprehensive approach to wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate. Our services also extend to financial planning for business owners and multi-generational family wealth. As a community-minded firm, we are actively involved in altruistic ventures, supporting organizations such as Register Her and Malawi Children’s Mission. Our clients appreciate our family-oriented approach to client relationships, as we prioritize their best interests above all else.
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
Xiuying Jin - Morgan Stanley
Xiuying Jin - Morgan Stanley is a prestigious finance institution located at 2775 Sand Hill Road in Menlo Park, California, United States. With a strong reputation for excellence in the financial industry, Xiuying Jin - Morgan Stanley offers a wide range of services including investment banking, wealth management, and asset management. Their team of experienced professionals are dedicated to providing top-notch financial solutions to their clients. Whether you are looking to grow your wealth or make strategic investments, Xiuying Jin - Morgan Stanley is the place to turn to for expert advice and guidance.
Nicholas Hunt - UBS Financial Services Inc.
Nicholas Hunt - UBS Financial Services Inc. is a renowned finance institution located at 64 Willow Place in Menlo Park, California, United States. With a strong reputation for providing top-notch financial services, Nicholas Hunt - UBS Financial Services Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or retirement planning, the experienced team at Nicholas Hunt - UBS Financial Services Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a brighter financial future.
Larry Thomas, CEPA - UBS Financial Services Inc.
Larry Thomas, CEPA - UBS Financial Services Inc. is a reputable finance institution located at 64 Willow Place in Menlo Park, California, United States. Specializing in comprehensive financial planning and wealth management, Larry Thomas, CEPA and his team at UBS Financial Services Inc. are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and expert advice, they offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Trustworthy and experienced, Larry Thomas, CEPA - UBS Financial Services Inc. is committed to providing top-notch financial solutions for individuals and families in the Menlo Park area.
List of local businesses, places and services in California
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