Estate planning in City of Industry, CA
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Baymark Financial Inc
● OpenBaymark Financial Inc is a leading finance institution located at 177 Bovet Road in San Mateo, California. With a strong reputation for excellence in the financial industry, Baymark Financial Inc offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, our team of experts is dedicated to providing top-notch service and guidance. Trust Baymark Financial Inc to help you navigate the complexities of the financial world and achieve your goals.
177 Bovet Rd # 100, San Mateo, CA 94402, United States -
New York Life
● OpenNew York Life, located at 6690 Alessandro Boulevard, Riverside, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. 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. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, providing tailored solutions to help you protect your family and prosper financially. Their commitment to community engagement and charitable giving sets them apart as a purpose-driven company dedicated to making a positive impact at both local and national levels. Visit New York Life to learn more about their offerings and find an agent who can help you navigate your financial future.
6690 Alessandro Blvd D, Riverside, CA 92506, United States -
LC Kwong Public Notary & R.E Consultant 地保公證服務 & 房地產顧問- 舊金山市 波托拉區
● ClosedLC Kwong Public Notary & R.E Consultant is a finance and real estate agency located in the Portola district of San Francisco. With three locations in the city, they offer a range of services including notary services, real estate planning, property management, buying and selling agent representation, vacation housing market expertise, and renovation and engineering services. The main office is located at 2466 San Bruno Avenue, where appointments can be made by calling or texting 415-937-7881. The team at LC Kwong includes experienced professionals such as Joe Kwong, Natalie Ye, Winnie Wong, Nelson Eng, May Hu, and Owen He, each with their own specialization and expertise in the real estate industry. Visit LC Kwong Public Notary & R.E Consultant for all your finance and real estate needs in San Francisco.
2801, 2466 San Bruno Ave, San Francisco, CA 94134, United States -
Giles M Mobile Notary & Fingerprint Services
● OpenGiles M Mobile Notary & Fingerprint Services is a finance institution located on Malcolm Avenue in Oakland, California, United States. Specializing in On-Site Live Scan Fingerprints, Mobile Notary Public, and Mobile Notary Loan Signing Agent Services in the Greater Oakland Bay area, the organization is dedicated to providing expert and reliable services to its clients. The team at Giles M Mobile Notary & Fingerprint Services ensures that every notarization and livescan fingerprinting is done accurately and efficiently. With a commitment to staying up-to-date with industry standards and regulations, the professionals at the institution deliver personalized solutions tailored to meet the specific needs of each client.
Mobile Services only Near, Malcolm Ave, Oakland, CA 94605, United States -
A & A Legal Service
● OpenA & A Legal Service, located at 880 Mitten Road in Burlingame, California, has been providing quality attorney support services and private investigation since 1978. Our team is dedicated to staying current in the legal service industry to ensure we provide top-notch assistance to attorneys and individual clients. With a strong foundation of principles and a commitment to professionalism and reliability, you can trust A & A Legal Service to handle all your legal support needs with expertise and dedication.
880 Mitten Rd UNIT 102, Burlingame, CA 94010, United States -
Douglas Capital Strategies
● OpenDouglas Capital Strategies is a reputable insurance agency located at 380 South Melrose Drive in Vista, California. With a focus on providing top-notch insurance solutions to individuals and businesses in the United States, Douglas Capital Strategies offers a wide range of insurance products and services tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options available. Whether you are looking for personal insurance coverage or business insurance solutions, Douglas Capital Strategies is committed to providing exceptional service and expert guidance to ensure your peace of mind. Contact them today to learn more about how they can help you protect what matters most.
380 S Melrose Dr Suite 319, Vista, CA 92081, United States -
Global Mortgage
● OpenGlobal Mortgage is a finance institution located at 17760 Monterey Street in Morgan Hill, California. We specialize in providing assistance for all your California mortgage needs, whether you are consolidating debt, refinancing your home, or purchasing your first house. With better rates, terms, and lower fees than other types of loans, we can help you save money and make the process fast and enjoyable. Our team is dedicated to providing quality customer service and putting your needs first. You can apply online today to take advantage of our expertise in the residential lending industry. We offer a variety of loan programs, including Purchase, Refinance, and Specialized Loans. If you want to learn more about the mortgage process, check out our helpful videos on our website. Let Global Mortgage help you achieve your homeownership goals.
17760 Monterey Rd # C, Morgan Hill, CA 95037, United States -
A Plus Tax & Financial Services
● OpenA Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.
1975 S Broadway Suite B, Santa Maria, CA 93454, United States -
Robert W. Craig, E.A. Tax and Business Services
● OpenRobert W. Craig, E.A. Tax and Business Services is a well-established institution located at 431 2nd Street in Solvang, California. Specializing in accounting and finance, Robert W. Craig has been working with clients and businesses since 1983 as a tax preparer, planner, and business consultant. With a focus on cutting through confusion and providing concrete solutions, Robert W. Craig aims to help clients take control of their financial world. With extensive experience in the industry and a background in business from a young age, Robert W. Craig understands what clients need from a business relationship. Offering services such as tax planning, tax preparation, financial consulting, real estate investing, debt consulting, and wealth training, Robert W. Craig is dedicated to helping clients achieve their financial goals.
431 2nd St #3, Solvang, CA 93463, United States -
South Bay Financial Partners
● OpenSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Hercules Dinglasan, Bankers Life Agent
● OpenHercules Dinglasan, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing clients with personalized insurance solutions, Hercules Dinglasan offers a range of life insurance products to meet the individual needs of each customer. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Hercules Dinglasan, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
San Mateo Tax Service
● OpenSan Mateo Tax Service is a professional institution located at 521 East 3rd Avenue in San Mateo, California, United States. Specializing in accounting, finance, real estate agency, and travel agency services, our experienced team is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, property transactions, or travel arrangements, San Mateo Tax Service is here to help you navigate through the complexities of these industries with ease and expertise. Visit us today to experience our personalized and reliable services.
521 E 3rd Ave, San Mateo, CA 94401, United States -
Notary Public
● OpenA Notary Public in Oxnard, California, United States is a professional institution specializing in providing notarial services for various legal documents. This includes verifying signatures, administering oaths, and certifying copies of documents. Notary Publics play a crucial role in the finance and real estate industry by ensuring the authenticity and legality of important transactions. They are licensed by the state to act as impartial witnesses in the signing of documents to prevent fraud and protect the interests of all parties involved. If you are in need of reliable and trustworthy notarial services in Oxnard, California, look no further than the Notary Public located at this address.
Postal Office Box 51308, Oxnard, CA 93030, United States -
New York Life
● OpenNew York Life is an insurance agency located at 1762 Vista Del Lago, Fallbrook, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide financial support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for education expenses or provide income for as long as needed. They provide expert guidance to create investment strategies, set up estate plans, and offer insurance options for employees, executives, and small businesses. New York Life has a diverse workforce and has been recognized as an industry leader for over 175 years.
1762 Vista Del Lago, Fallbrook, CA 92028, United States -
Justin Brennan
● OpenJustin Brennan is a multifamily investor and leader at The Brennan Pohle Group, located at 848 Prospect Street in San Diego, California. With years of experience in luxury real estate, construction, land planning, and syndication, Justin offers mentorship, training, and access to valuable resources for those looking to enter the real estate industry. As a licensed general contractor and real estate broker, Justin brings a wealth of knowledge to help investors succeed in the market. From overseeing millions of dollars in assets to helping realtors transition into realtor-investors, Justin is dedicated to helping others achieve financial freedom through passive income and real estate investments. Join the MultifamilySchooled community today and learn from Justin's expertise to take your investment journey to the next level.
848 Prospect St, La Jolla, CA 92037, United States -
Heather l. Burke, Attorney
● OpenHeather L. Burke, Attorney is a part of the historic Harland Law Firm LLP, a full-service law firm located at 212 G Street in Eureka, California. With over 75 years of experience serving California's rural northern coastal area, our attorneys have nearly 200 years of combined experience, making us Humboldt County's go-to for litigation and estate planning. We have represented generations of families in their estate planning and business endeavors in industries such as timber, logging, ranching, farming, and fishing. Our areas of expertise include estate planning, trusts, probate, real property, civil litigation, business litigation, corporation and LLC formation, and environmental litigation. With a strong foundation built on decades of experience, Heather L. Burke, Attorney is dedicated to meeting each client's unique legal needs in an ever-changing legal landscape.
212 G St STE 201, Eureka, CA 95501, United States -
Harland Law Firm LLP - Fortuna
● OpenHarland Law Firm LLP - Fortuna is a historic full-service law firm located at 954 Main Street in Fortuna, California. With over 75 years of experience serving California's rural northern coastal area, our attorneys have nearly 200 years of combined experience. Specializing in estate planning, business litigation, real property, and more, we are Humboldt County's go-to powerhouse for legal services. Whether you need assistance with trusts and probate, civil litigation, or environmental matters, our team has the expertise to meet your unique needs in today's ever-changing legal landscape. With a long-standing reputation for excellence and a dedication to serving generations of families in the region, Harland Law Firm LLP is committed to providing top-notch legal services to clients in every industry, from timber to fishing. Trust us to handle your legal needs with professionalism and expertise.
954 Main St, Fortuna, CA 95540, United States -
Flagstar Private Banking
● OpenFlagstar Private Banking is a prestigious financial institution located at 21255 Burbank Boulevard in the bustling city of Los Angeles, California, United States. As a leading bank in the industry, Flagstar Private Banking offers exclusive services tailored to meet the unique financial needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, Flagstar Private Banking provides personalized solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning services, or customized lending solutions, Flagstar Private Banking is dedicated to providing unparalleled service and expertise to help you navigate the complexities of wealth management.
21255 Burbank Blvd #320, Woodland Hills, CA 91367, United States -
Baddeley Oliker & Sartori
● OpenBaddeley Oliker & Sartori is a reputable law firm located at 17 Keller Street in Petaluma, California. With a team of experienced attorneys, they specialize in a wide range of legal services including family law, estate planning, real estate law, and business law. Their commitment to providing personalized and effective legal solutions has earned them a strong reputation in the community. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Baddeley Oliker & Sartori is dedicated to helping you navigate the legal system with confidence and peace of mind.
17 Keller St, Petaluma, CA 94952, United States -
O'Brien Watters & Davis, LLP
● OpenO'Brien Watters & Davis, LLP is a renowned institution located at 1550 Airport Boulevard in Santa Rosa, California, United States. Established in 1982, the firm specializes in accounting, finance, and legal services, catering to clients across California. With a strong presence in Sonoma County, the firm has built a stellar reputation for providing top-notch legal representation to various industries, including wine, agriculture, manufacturing, and technology. Having been rated "AV" in Martindale Hubbell® Bar Register of Preeminent Lawyers™ for over 30 years, O'Brien Watters & Davis, LLP boasts a team of experienced attorneys who are dedicated to serving the community. The firm's commitment to excellence is evident in its long-standing relationships with local businesses and clients, as well as its attorneys' active involvement in public service.
1550 Airport Blvd Ste 201, Santa Rosa, CA 95403, United States -
Chauvel & Glatt, LLP
● OpenChauvel & Glatt, LLP is a prestigious law firm located at 66 Bovet Road in San Mateo, California, United States. With over 30 years of experience, we specialize in Business Law, Real Estate Law, Employment Law, Estate Planning/Probate, Transportation Law, and Intellectual Property Law. Our team of attorneys is fluent in English, Spanish, and Tagalog, serving clients throughout California. Our business attorneys provide comprehensive legal services for companies of all sizes, including entity formation, contract preparation, sales and acquisitions, and litigation representation. We also offer expert counsel on California labor laws and defend businesses in employment-related litigation.
66 Bovet Rd Suite 280, San Mateo, CA 94402, United States -
Farmers Insurance - Kevin Boland
● OpenFarmers Insurance - Kevin Boland is an insurance agency located at 1202 Grant Avenue, Novato, California, United States. Kevin Boland, the owner, graduated from UC Berkeley in 1984 with a degree in political science and a minor in business administration. He has extensive experience in the insurance industry, holding certifications such as LUTCF, CIC, and AIC. The agency offers a wide range of personal and commercial insurance options, specializing in HOA, CID's, apartment buildings, commercial real estate, restaurants, and auto repair businesses. Services include flood and earthquake insurance, as well as coverage for boats, motorcycles, and RVs. Customers can visit the conveniently located office on Grant Avenue or call for assistance. Farmers Insurance provides comprehensive coverage options for cars, homes, life insurance, renters, businesses, and condos. Additionally, they offer personalized financial planning services to help clients reach their goals. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated companies underwrite the policies offered by the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Kevin Boland for more information on insurance options and financial planning services.
1202 Grant Ave ste e, Novato, CA 94945, United States -
Katie Chase - State Farm Insurance Agent
● OpenKatie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
772 W Napa St, Sonoma, CA 95476, United States -
Pillsbury Winthrop Shaw Pittman LLP
● OpenPillsbury Winthrop Shaw Pittman LLP, located at 2550 Hanover Street in Palo Alto, California, is a leading legal institution with a deep understanding of the challenges and opportunities facing emerging growth companies in Silicon Valley. With a focus on corporate transactions, securities litigation, and intellectual property law, Pillsbury's team of experienced attorneys has a proven track record of success in working with high net worth individuals, entrepreneurs, and businesses of all sizes. The Silicon Valley office serves a diverse range of clients, from start-ups to Fortune 500 companies, providing expert counsel in areas such as wealth transfer, estate planning, and charitable giving. Recently, new partners Jeewon Kim Serrato and Shruti Bhutani Arora have joined the team, further enhancing Pillsbury's capabilities in data protection, internal investigations, and technology and retail industries. As recognized by The Legal 500, Pillsbury Winthrop Shaw Pittman LLP is a trusted advisor for clients seeking top-tier legal services in the Bay Area.
2550 Hanover St, Palo Alto, CA 94304, United States -
Veres Reed & Veres Law Office
● OpenVeres Reed & Veres Law Office, located at 3871 Piedmont Avenue in Oakland, California, is a reputable law firm specializing in various legal services. With a team of experienced attorneys, the firm is known for providing top-notch legal representation to clients in Northern California. The firm's dedication to client care and personalized attention sets them apart in the legal industry. Whether you are in need of assistance with family law, estate planning, or any other legal matter, Veres Reed & Veres Law Office is committed to helping you navigate the complexities of the legal system with professionalism and expertise. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
3871 Piedmont Ave # 97, Oakland, CA 94611, United States -
Credere Law
● OpenCredere Law, located at 1811 Santa Rita Road in Pleasanton, California, is a full-service law firm specializing in corporate transaction, estate planning, and family law. Serving clients in San Francisco, Silicon Valley, and Los Angeles, our experienced attorneys offer expertise in business contract review, structuring business entities, estate planning services such as trusts and wills, as well as handling family law matters including divorces and child custody cases. With offices in San Mateo and Pasadena, our lawyers are actively involved in local industry and community organizations, ensuring that we understand the unique needs of our clients and provide tailored legal solutions. Contact us at (650) 308-8624 for the San Mateo office or (626) 828-0139 for the Pasadena office.
1811 Santa Rita Rd #130, Pleasanton, CA 94566, United States -
American Brokerage Network
● OpenAmerican Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
347 Gellert Blvd M, Daly City, CA 94015, United States -
JRG Attorneys At Law
● OpenJRG Attorneys At Law is a prestigious law firm located at 270 El Dorado Street in Monterey, California. Since 1998, we have been providing exceptional legal services to individuals and businesses throughout the Central Coast region. Our experienced lawyers specialize in key practice areas such as cannabis, real estate, business, agriculture, land use, and more. At our Monterey branch, we focus on meeting the legal needs specific to this area, including agribusiness, land use, zoning, personal injury, and estate planning. Our team of attorneys has extensive experience in a variety of legal fields and is dedicated to providing top-notch representation to our clients.
270 El Dorado St, Monterey, CA 93940, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
3738 Mount Diablo Blvd #306, Lafayette, CA 94549, United States -
New York Life Insurance Company - Alvin Barnett
● OpenNew York Life Insurance Company - Alvin Barnett is a finance and insurance agency located at 1731 Technology Drive, San Jose, California, United States. They offer permanent life insurance policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, setting up estate plans, and providing insurance options for employees, executives, and small business owners. They have a diverse and welcoming workplace culture and are committed to giving back to their communities through charitable giving and financial support for bereavement, education, and local initiatives. As a New York Life partner, you can become a financial advisor with the support of a Fortune 100 company and the opportunity to build your own practice.
1731 Technology Dr Suite 400, San Jose, CA 95110, United States
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