Estate planning consultation in Sonoma, CA
22 results found
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Sonoma Wealth Advisors
● ClosedSonoma Wealth Advisors is a leading finance institution located at 539 Broadway in the picturesque town of Sonoma, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, estate planning, and more. At Sonoma Wealth Advisors, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs and objectives. Trust us to guide you towards financial success and peace of mind.
539 Broadway Suite A, Sonoma, CA 95476, United States -
Jack Ding for Sonoma
● OpenJack Ding for Sonoma is a renowned institution located at 755 Broadway in the picturesque town of Sonoma, California. Specializing in providing top-notch services and products, this establishment is dedicated to serving the local community with excellence and professionalism. Whether you are in need of assistance with financial planning, real estate services, or investment opportunities, Jack Ding for Sonoma is your go-to destination. With a team of experienced professionals and a commitment to customer satisfaction, you can trust that you are in good hands when you choose Jack Ding for Sonoma. Visit us today and experience the difference for yourself.
755 Broadway, Sonoma, CA 95476, United States -
William B Doty Law Offices
● OpenWilliam B Doty Law Offices is a reputable legal institution located at 823 Sonoma Avenue in Santa Rosa, California. As a dedicated team of lawyers, we specialize in providing expert legal advice and representation in various areas of law, including personal injury, criminal defense, family law, and estate planning. With years of experience and a track record of success, we are committed to helping our clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
823 Sonoma Ave, Santa Rosa, CA 95404, United States -
Law Offices of Lon D. Lazar
● ClosedThe Law Offices of Lon D. Lazar, located at 6490 Front Street in Forestville, California, is dedicated to serving the Estate Planning, Probate, and Business Law needs of clients in Sonoma County, the Greater Bay Area, and throughout California. Lon Lazar is a strong advocate with a deep knowledge of the law, helping clients navigate through difficult legal processes efficiently and effectively. Estate Planning services offered by Lon Lazar are designed to protect clients and their families from probate and conservatorship proceedings. With a properly funded living trust, clients can ensure seamless control of their assets. Probate services involve the legal process of filing and approving a deceased person's will, supervised by the Court.
6490 Front St #208, Forestville, CA 95436, United States -
Hendrickson Law Group, PC
● OpenHendrickson Law Group, PC is a reputable law firm located in Santa Rosa, California. Specializing in various legal matters, their team of experienced lawyers provides expert legal counsel and representation to clients in need. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, Hendrickson Law Group, PC is dedicated to providing personalized and effective legal solutions. With a commitment to excellence and a strong track record of success, you can trust Hendrickson Law Group, PC to handle your legal needs with professionalism and integrity. Contact them at 829 Sonoma Avenue, Santa Rosa, California for a consultation.
829 Sonoma Ave STE 8, Santa Rosa, CA 95404, United States -
Martens Jackie L
● ClosedMartens Jackie L is a reputable law firm located at 809 Broadway in Sonoma, California. Specializing in a wide range of legal services, their team of experienced lawyers is dedicated to providing top-notch representation and support to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, Martens Jackie L is committed to delivering excellent legal guidance 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.
809 Broadway #4, Sonoma, CA 95476, United States -
Haeuser, Valluzzo & Piasta llp
● ClosedHaeuser, Valluzzo & Piasta LLP is a prestigious law firm located at 466 1st Street East in Sonoma, California, United States. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including real estate law, estate planning, business law, and more. Our firm is committed to providing our clients with top-notch legal representation and personalized attention to help them achieve their goals. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
466 1st St E, Sonoma, CA 95476, United States -
Cohn Law Firm
● OpenCohn Law Firm is a reputable law firm located at 1055 Broadway in Sonoma, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a focus on professionalism and integrity, we strive to achieve the best possible outcomes for our clients. Whether you are facing a personal injury case, a family law matter, or need assistance with estate planning, Cohn Law Firm is here to help. Contact us today to schedule a consultation and let us guide you through the legal process with skill and expertise.
1055 Broadway e4, Sonoma, CA 95476, United States -
Herron & Herron Law Offices
● OpenHerron & Herron Law Offices is a reputable law firm located in Sonoma, California. Our experienced lawyers specialize in a variety of legal areas, including personal injury, family law, estate planning, and more. With a commitment to providing personalized and effective legal representation, our team at Herron & Herron Law Offices is dedicated to helping clients navigate the complexities of the legal system. Contact us at 18360 California 12 to schedule a consultation and learn how we can assist you with your legal needs.
18360 CA-12, Sonoma, CA 95476, United States -
Blacksburg Law
● ClosedBlacksburg Law, located at 315 Noe Street, San Francisco, California, is a trusted institution specializing in estate planning and probate services. Their team of experienced lawyers works closely with clients to develop comprehensive plans for managing assets, responsibilities, and legacies. With a focus on efficiency, love, and grace, Blacksburg Law goes beyond basic document preparation to provide advice and support throughout the entire estate planning process. Whether you are creating a trust for the first time or making revisions to existing documents, their team is dedicated to helping you achieve your goals.
315 Noe St, San Francisco, CA 94114, United States -
Law Office of Terry Ray
● ClosedThe Law Office of Terry Ray is a trusted legal institution located at 1930 Sonoma Boulevard in Vallejo, California. With a focus on providing expert legal representation and personalized service, our team is dedicated to helping clients navigate the complexities of the legal system. Whether you are in need of assistance with a personal injury claim, criminal defense case, or family law matter, our experienced attorneys are here to advocate for your rights 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.
1930 Sonoma Blvd, Vallejo, CA 94590, United States -
Hirshfield Law
● ClosedHirshfield Law is a reputable law firm located at 5561 Sonoma Mountain Road in Santa Rosa, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in a variety of practice areas, including personal injury, family law, criminal defense, and estate planning. We pride ourselves on our personalized approach to each case, ensuring that every client receives the attention and representation they deserve. With a strong track record of success and a commitment to excellence, you can trust the professionals at Hirshfield Law to advocate for your rights and achieve the best possible outcome for your legal matter. Contact us today to schedule a consultation.
5561 Sonoma Mountain Rd, Santa Rosa, CA 95404, United States -
Bend Law Group, PC
● ClosedBend Law Group, PC is a reputable law firm located at 956 Madrone Road in Sonoma, California. Our team of experienced attorneys specializes in providing legal services to individuals and businesses in various areas of law, including business law, estate planning, real estate law, and more. With a commitment to providing personalized and efficient legal solutions, Bend Law Group, PC is dedicated to helping our clients navigate complex legal matters with confidence and peace of mind. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
956 Madrone Rd, Sonoma, CA 95476, United States -
Truong Accounting Services
● ClosedTruong Accounting Services is a boutique accounting firm located in Sonoma County at 8911 Lakewood Drive, Windsor, California, United States. Specializing in accounting and finance, our firm offers a wide range of services for individuals and businesses. Our experienced associates have a solid background in various fields such as non-profit organizations, legal & professional services, real estate, retail automotive sales, wineries, and restaurants. We pride ourselves on staying up-to-date with ever-changing tax laws and provide tax preparation, research, planning/strategies, and IRS resolution services. Our accounting experts offer full charge bookkeeping services, accounting systems setup, personal financial statements, bank reconciliations, accounts payable, and various business filings.
8911 Lakewood Dr # 29, Windsor, CA 95492, United States -
MEYERS FINANCIAL SERVICES, INC.
● ClosedMeyers Financial Services, Inc. is a reputable finance institution located at 670 West Napa Street in Sonoma, California, United States. With a strong commitment to providing top-notch financial services, Meyers Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Meyers Financial Services, Inc. is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
670 W Napa St C, Sonoma, CA 95476, United States -
Thomas W Stubbs Financial Services
● OpenThomas W Stubbs Financial Services is a reputable finance institution located at 18340 California 12 in Sonoma, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Thomas W Stubbs Financial Services is here to provide you with expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
18340 CA-12, Sonoma, CA 95476, United States -
Bank of America Private Client Advisor Jason M Foster
● OpenBank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
90 S E St, Santa Rosa, CA 95404, United States -
Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.
283 2nd St E, Sonoma, CA 95476, United States -
Edward Jones - Financial Advisor: John Bast
● ClosedEdward Jones - Financial Advisor: John Bast is a trusted financial institution located at 515 1st Street East in Sonoma, California. Specializing in personalized financial planning and investment services, John Bast is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on retirement planning, college savings, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, John Bast and his team at Edward Jones are here to provide professional and personalized financial advice tailored to your unique needs.
515 1st St E, Sonoma, CA 95476, United States -
Bickford Investment Management Services
● OpenBickford Investment Management Services is a reputable finance institution located at 600 6th Street East in Sonoma, California, United States. With a team of experienced financial professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or create a diversified investment portfolio, Bickford Investment Management Services is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you make informed financial decisions and secure a prosperous future.
Armstrong Estates, 600 6th St E, Sonoma, CA 95476, United States -
Colin T Dias, CPA
● ClosedColin T Dias, CPA is a boutique accounting firm located in Healdsburg, California, specializing in accounting and tax preparation services for individuals and small businesses. Services offered include bookkeeping, business consulting, QuickBooks assistance, sales tax returns, tax planning, and preparation. Colin Dias, a Sonoma County native and Sonoma State University graduate, has years of experience working with individuals and small business owners to meet their financial needs. Whether your business is a Sole Proprietorship, Partnership, LLC, or Corporation, Colin will provide tailored assistance to help you achieve your goals. Let Colin T Dias, CPA help take the stress out of taxes with their expertise and excellent communication. Schedule an appointment to visit during normal business hours and experience their dedication to client satisfaction.
649 Healdsburg Ave, Healdsburg, CA 95448, United States -
15181 SPRINGDALE ST. HUNTINGTON BEACH, CA 92649
● OpenWelcome to Miller & Miller-Bazemore, your trusted legal partner in Huntington Beach, CA. Located at 15181 Springdale Street, our boutique law firm is dedicated to providing exceptional legal services in estate planning, living trusts, trust administrations, probate, business planning, and asset protection. At Miller & Miller-Bazemore, we pride ourselves on delivering high-quality legal advice and representation with a personal touch. Our experienced attorneys handle every case themselves, ensuring meticulous attention to detail and a commitment to client satisfaction. Unlike larger firms, we guarantee that your legal documents will be drafted by an attorney, not by a paralegal or staff member. Our dedication to excellence has garnered recognition from both the press and the legal community.
15181 Springdale Street, Huntington Beach, California 92649, United States
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