Estate planning consultation in Pleasant Hill, CA
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Owl and Ore Wealth Planning
● ClosedOwl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Acuña Regli, LLP
● ClosedAcuña Regli, LLP is a reputable law firm located at 3478 Buskirk Avenue in Pleasant Hill, California. Specializing in a variety of legal services, the experienced team at Acuña Regli, LLP is dedicated to providing top-notch representation and personalized attention to each client. Whether you are in need of assistance with family law, estate planning, business law, or any other legal matter, you can trust the professionals at Acuña Regli, LLP to handle your case with skill and expertise. Contact them today to schedule a consultation and see how they can help you navigate the complexities of the legal system.
3478 Buskirk Ave # 300, Pleasant Hill, CA 94523, United States -
A, T, & P Legal
● ClosedA, T, & P Legal is a reputable law firm located at 101 Gregory Lane in Pleasant Hill, California. With a team of experienced and dedicated lawyers, we provide expert legal services to individuals and businesses in a wide range of practice areas. Our firm is committed to delivering personalized and effective legal representation, ensuring that our clients receive the best possible outcome for their legal matters. Whether you are facing a complex litigation case or need assistance with estate planning, A, T, & P Legal is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
101 Gregory Ln STE 46, Pleasant Hill, CA 94523, United States -
David Bowie Law Office
● OpenDavid Bowie Law Office is a reputable legal institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a strong track record of success, we strive to deliver the best possible outcomes for our clients. Whether you are in need of legal advice, representation, or advocacy, you can trust David Bowie Law Office to handle your case with professionalism and expertise. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
2255 Contra Costa Blvd, Pleasant Hill, CA 94523, United States -
Law Offices of Joel A. Harris
● ClosedThe 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.
1990 N California Blvd 8th floor floor, Walnut Creek, CA 94596, United States -
Law Offices of Marnie Jubelirer
● OpenThe Law Offices of Marnie Jubelirer is a reputable legal firm located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Led by experienced attorney Marnie Jubelirer, the firm specializes in providing expert legal services in various areas of law including family law, estate planning, and civil litigation. With a strong commitment to client satisfaction and a proven track record of successful outcomes, the Law Offices of Marnie Jubelirer is dedicated to providing personalized and effective legal representation to individuals and families in the Pleasant Hill area and beyond. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
2255 Contra Costa Blvd # 301, Pleasant Hill, CA 94523, United States -
Law Office of Mark Gearheart
● OpenThe Law Office of Mark Gearheart is a reputable legal firm located at 367 Civic Drive in Pleasant Hill, California. With a focus on providing expert legal services in various areas of law, including family law, estate planning, and personal injury, our experienced team is dedicated to helping clients navigate the complexities of the legal system. We pride ourselves on our commitment to personalized attention and achieving the best possible outcomes for our clients. Contact us today for a consultation to discuss your legal needs.
367 Civic Dr, Pleasant Hill, CA 94523, United States -
Barron & Associates, Attorneys at Law
● ClosedBarron & Associates, Attorneys at Law is a reputable law firm located in Pleasant Hill, California. With a team of experienced and dedicated lawyers, they provide expert legal services in various areas of law including personal injury, criminal defense, family law, and estate planning. Their office is conveniently situated at 3478 Buskirk Avenue, making it easily accessible for clients in the surrounding areas. Whether you are in need of legal representation or seeking legal advice, Barron & Associates is committed to providing quality and personalized service to meet your needs. Contact them today to schedule a consultation and discuss your legal matters with their team of skilled attorneys.
3478 Buskirk Ave Suite 150, Pleasant Hill, CA 94523, United States -
Bloom & King LLP
● OpenBloom & King LLP is a prestigious law firm located at 3478 Buskirk Avenue in Pleasant Hill, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to our clients in a wide range of practice areas. From business law to estate planning, our firm has the knowledge and expertise to help you navigate even the most complex legal issues. With a commitment to excellence and personalized attention, Bloom & King LLP is here to assist you with all of your legal needs. Contact us today to schedule a consultation.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Ascension Wealth Partners LLC
● OpenAscension Wealth Partners LLC is a leading finance institution located at 391 Taylor Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals 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 financial advice, we are here to provide expert guidance and support. Trust Ascension Wealth Partners LLC to help you ascend to new heights of financial success.
391 Taylor Blvd # 125, Pleasant Hill, CA 94523, United States -
James Agrusa - Financial Advisor, Ameriprise Financial Services, LLC
● OpenJames Agrusa, a financial advisor at Ameriprise Financial Services, LLC, located at 101 Gregory Lane in Pleasant Hill, California, offers expert guidance on estate planning, wealth preservation, and investment strategies. With a focus on helping clients achieve their financial goals, James Agrusa works closely with attorneys and CPAs to ensure a comprehensive approach to financial planning. Clients can expect personalized service and a commitment to helping them navigate the complexities of passing wealth to the next generation. By offering complimentary initial consultations, James Agrusa provides individuals with the opportunity to take the first step towards a more secure financial future. As a member of FINRA and SIPC, Ameriprise Financial Services, LLC adheres to strict regulations to ensure the protection of clients' investments. Contact James Agrusa today to discuss your financial priorities and start planning for a successful future.
101 Gregory Ln STE 42, Pleasant Hill, CA 94523, United States -
Protected Investors of America
● OpenProtected Investors of America is a trusted institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California. Specializing in finance and ATM services, this institution is dedicated to safeguarding the investments of its clients and providing secure financial transactions. With a commitment to protecting the interests of investors, Protected Investors of America is a reliable choice for all your financial needs.
2255 Contra Costa Blvd #207, Pleasant Hill, CA 94523, 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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