Estate planning for small businesses in Oakland, California

In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.

Modern Financial Planning is a leading finance institution located in the heart of Oakland, California. Our team of experienced financial advisors provides personalized and comprehensive planning services to help individuals and businesses achieve their financial goals. From investment strategies to retirement planning, we offer a wide range of services tailored to meet the unique needs of each client. Visit us at 344 Thomas L Berkley Way to start planning for a secure financial future today.

Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.

Curtis Financial Planning is a reputable finance institution located at 2655 Haverhill Drive in Oakland, California. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment strategies. Whether you are saving for retirement, planning for your children's education, or seeking to grow your wealth, Curtis Financial Planning is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Communitas Financial Planning is a finance institution located in the bustling city of Oakland, California. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to help guide you every step of the way. Visit us at our convenient location at 1904 Franklin Street to start your journey towards financial success today.

Seven Hills Law Firm is a reputable legal institution located in the heart of Oakland, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Seven Hills Law Firm has the expertise to guide you through the legal process. With a focus on integrity, professionalism, and personalized attention, we strive to achieve the best possible outcome for our clients. Visit us at 125 12th Street to learn more about how Seven Hills Law Firm can assist you with your legal needs.

Amin Law is a reputable law firm located at 725 Washington Street in Oakland, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal representation and advice to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Amin Law is here to help. Trust us to navigate the complexities of the legal system and fight for your rights. Contact us today to schedule a consultation.

Rein & Clefton, Attorneys at Law is a prestigious legal institution located at 1423 Broadway in Oakland, California. With a team of highly skilled and experienced lawyers, they specialize in providing expert legal services to clients in need of representation. From corporate law to personal injury cases, Rein & Clefton is dedicated to delivering top-notch legal counsel and achieving positive outcomes for their clients. Trust in Rein & Clefton for all your legal needs in the Oakland area.

Better Taxes & Consulting LLC is an accounting and finance institution located at 7901 Oakport Street in Oakland, California, United States. Our staff undergoes annual continuing education to maintain certification from the IRS and the Franchise Tax Board, ensuring that we are CTEC and ASFP approved. With over 25 years of experience in Federal and State tax laws, we are equipped to handle any tax-related issues. As your business partner, we offer business consulting services to help you navigate through challenges and opportunities. Whether you are looking to expand, sell, or restructure your business, our team has the expertise to guide you towards making the right decisions for the future.

Burneikis Law, P.C. is a reputable law firm located at 66 Franklin Street in Oakland, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal representation and advice to their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Burneikis Law, P.C. is committed to helping you navigate the legal system with confidence. With a strong track record of success and a client-centered approach, you can trust Burneikis Law, P.C. to advocate for your best interests and achieve the results you deserve.

The Law Offices of Haregu Gaime is a reputable legal firm located at 427 Grand Avenue in Oakland, California. Specializing in a wide range of legal services, including criminal defense, immigration law, and family law, our team of experienced attorneys is dedicated to providing high-quality representation and personalized attention to each client. With a track record of success and a commitment to justice, the Law Offices of Haregu Gaime is the go-to choice for individuals seeking expert legal counsel in the Oakland area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Shrem Law PC is a professional law corporation located in El Cerrito, California, providing legal services to residents in Northern California. Specializing in serving the East Bay area, including Alameda and Contra Costa counties, Shrem Law PC offers legal representation in a variety of areas. With offices in El Cerrito, their team of experienced lawyers serves clients in cities such as Oakland, Berkeley, Richmond, and Walnut Creek. Additionally, they extend their services to Marin County and San Francisco. Whether you are in need of legal advice or representation, Shrem Law PC is dedicated to providing personalized and effective solutions for their clients.

Bean, Lloyd, Mukherji, & Taylor, LLP is a prestigious law firm located at 110 11th Street in Oakland, California, United States. With a team of highly skilled and experienced lawyers, they specialize in providing expert legal services to their clients. Whether you are in need of legal advice for personal matters or require representation in a court of law, Bean, Lloyd, Mukherji, & Taylor, LLP is dedicated to providing top-notch legal solutions tailored to meet your specific needs. Trustworthy, reliable, and professional, this law firm is committed to serving the Oakland community with integrity and excellence.

Cardoza Law Offices is a reputable law firm located at 1407 Oakland Boulevard in Walnut Creek, California. Specializing in a wide range of legal services, our team of experienced lawyers is dedicated to providing top-notch representation and personalized solutions for our clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Cardoza Law Offices is here to help. Contact us today to schedule a consultation and let us assist you with your legal needs.

Wilshire Law Firm is a prestigious legal institution located in Oakland, California. With a prime location at 510 49th Street, this firm is dedicated to providing top-notch legal services to clients in need of expert representation. Specializing in various areas of law, the skilled attorneys at Wilshire Law Firm are committed to advocating for their clients and delivering successful outcomes. Whether you are facing a personal injury case, a business dispute, or need assistance with estate planning, Wilshire Law Firm is the trusted choice for legal representation in the Oakland area. Contact them today to schedule a consultation and see how they can help you with your legal needs.

The Law Offices of John E. Hill is a reputable legal institution located at 333 Hegenberger Road in Oakland, California. Specializing in various areas of law, including criminal defense, family law, and personal injury, Attorney John E. Hill and his team are dedicated to providing top-notch legal representation to clients in the Oakland area and beyond. With a commitment to excellence and a track record of success, the Law Offices of John E. Hill is a trusted choice for those in need of experienced and skilled legal counsel.

Summerall Law, P.C. is a law firm located at 3873 Piedmont Avenue in Oakland, California, United States. Specializing in estate planning, the firm aims to make the process fast, friendly, easy, and affordable for clients. They offer services such as creating wills, trusts, probates, powers of attorney, and health care directives. The firm's founder and managing attorney, Sarah Summerall, is dedicated to helping clients have difficult conversations with their loved ones and ensuring their assets are distributed according to their wishes. With a team of dedicated attorneys, Summerall Law, P.C. provides clear, organized, and affordable estate planning solutions to clients in the Bay Area. Whether you need a simple document or a comprehensive plan, Summerall Law, P.C. is committed to helping you secure your family's future. Contact them today to schedule a consultation.

Richard A. Gutstadt, Professional Corporation is a leading law firm located at 614 Grand Avenue in Oakland, California. Specializing in various legal services, our team of experienced attorneys is dedicated to providing top-notch representation and guidance to our clients. Whether you are in need of legal advice, representation in court, or assistance with complex legal matters, our firm is here to help. Trust in the expertise and professionalism of Richard A. Gutstadt, Professional Corporation for all your legal needs.

Associated Tax Services is a reputable accounting and finance institution located at 4443 Market Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Associated Tax Services for all your accounting and finance needs.

The Law Offices of Beles & Beles is a prestigious legal institution located at 1 Kaiser Plaza in Oakland, California, United States. Specializing in various areas of law, the firm is known for its expertise and dedication in providing top-notch legal services to its clients. With a team of experienced and knowledgeable lawyers, the Law Offices of Beles & Beles is committed to representing clients with professionalism and integrity. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, the Law Offices of Beles & Beles is here to help. Contact them today to schedule a consultation and discuss your legal needs.

Spencer Young Law PC is a reputable law firm located at 1300 Clay Street in Oakland, California. Specializing in various areas of law, the experienced team at Spencer Young Law PC provides professional legal services to clients in need of expert representation. With a strong commitment to excellence and a dedication to achieving the best possible outcomes for their clients, Spencer Young Law PC is a trusted choice for those seeking legal assistance in the Oakland area.

Guideway Legal Document & Mediation Services is a reputable law firm located at 66 Franklin Street in Oakland, California. Our team of experienced lawyers specializes in providing legal document preparation and mediation services to clients in need of professional legal assistance. Whether you are dealing with a complex legal matter or simply need help with preparing important legal documents, our dedicated team is here to help. With a commitment to delivering high-quality and personalized legal services, Guideway Legal Document & Mediation Services is the go-to institution for all your legal needs in the Oakland area.

Fiesta Auto Insurance & Tax Service is a trusted finance and insurance agency located at 10507 International Boulevard in Oakland, California. With a commitment to providing excellent service, they offer a wide range of insurance options and tax services to meet the needs of their clients. Whether you're looking for auto insurance, home insurance, or assistance with filing your taxes, Fiesta Auto Insurance & Tax Service is here to help. Their knowledgeable staff is dedicated to helping you find the best coverage at the most affordable rates. Visit them today to experience their top-notch service and expertise.

Kostopoulos Bankruptcy Law, located at 7677 Oakport Street in Oakland, California, is a finance institution specializing in bankruptcy law. If you are struggling with overwhelming debt, our team of experienced bankruptcy attorneys can help you navigate the process and determine if bankruptcy is the right solution for you. Whether you are considering Chapter 7 to discharge unsecured debts or Chapter 13 for debt consolidation, our lawyers will guide you through every step of the way. With a reputation for excellence and a commitment to helping clients achieve financial stability, Kostopoulos Bankruptcy Law is here to provide the support and expertise you need. Contact us for a free case evaluation and take the first step towards a fresh financial start.

H&R Block is a trusted accounting and finance institution located at 3201 Grand Avenue in Oakland, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a go-to destination for individuals and businesses seeking professional assistance with their financial needs. Whether you need help with tax filing, financial planning, or investment advice, the knowledgeable staff at H&R Block is dedicated to helping you achieve your financial goals. Visit their location in Oakland today to experience their top-notch services firsthand.

Joseph Jung & Associates is a reputable law firm located at 8393 Capwell Drive in Oakland, California. Specializing in a wide range of legal services, the team at Joseph Jung & Associates is dedicated to providing top-notch representation and personalized attention to each client. With years of experience and a strong track record of success, the firm is known for their expertise in various areas of law. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Joseph Jung & Associates is committed to helping you navigate the legal system with confidence and peace of mind.

Lula Financial is a finance institution located at 66 Franklin Street in Oakland, California, United States. Our specialty is providing financial planning services for individuals who may not enjoy the process of financial planning. Our goal is to create a customized plan that will guide you from your current financial situation to your desired financial goals. We believe that following a financial plan is crucial for securing a stable future and avoiding financial hardship in the long run. Let Lula Financial help you navigate the complexities of financial planning and secure your financial future.

Stanwyck Law Offices is a reputable law firm located in Oakland, California, United States. Situated at 825 Washington Street, this institution specializes in providing top-notch legal services to clients in need of expert legal representation. With a team of experienced and dedicated lawyers, Stanwyck Law Offices is committed to delivering personalized solutions and achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust Stanwyck Law Offices to provide you with the support and expertise you need. Contact them today to schedule a consultation and take the first step towards resolving your legal concerns.

New York Life, located at 180 Grand Avenue in Oakland, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. Additionally, they provide support for everyday tasks, income replacement in case of illness or injury, and professionally managed investments with potential market gains. With a focus on helping individuals and families thrive, New York Life offers expert guidance to create investment strategies, estate plans, and solutions for various financial needs. They also provide insurance options for employees, executives, small businesses, and more. Their diverse workforce reflects the communities they serve, ensuring personalized and inclusive service.

Hester and Associates is a reputable finance institution located at 4054 Piedmont Avenue in Oakland, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals, businesses, and organizations. Our tailored solutions and personalized approach ensure that our clients receive the best possible advice and support for their financial needs. Contact us today to learn more about how we can help you achieve your financial goals.