Estate planning in Menlo Park, CA
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Michael Cashman
● ClosedMichael Cashman is a reputable institution located at 3705 Haven Avenue in Menlo Park, California, United States. Specializing in legacy planning, asset protection, and resolving family and business disputes, Michael Cashman offers practical advice at a reasonable price to add value to every transaction. Leveraging technology to work efficiently, the institution aims for less billable hours and more personalized service tailored to each client's specific legal needs. Whether it's business planning, litigation, or trust administration, Michael Cashman works with the end goal in mind to outline steps to achieve the desired objectives. Clients have praised Michael Cashman for his exceptional legal services, with one business owner commending his strategic approach in a complex contract dispute case. Another client expressed gratitude for Michael's responsiveness and relentless efforts in settling a family estate dispute, leading to a successful trial outcome. With a reputation for excellence and client satisfaction, Michael Cashman is not only a trusted legal advisor but also a supportive friend to those he serves.
3705 Haven Ave Suite 136, Menlo Park, CA 94025, United States -
Nave & Elliott
● OpenNave & 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.
841 Menlo Ave, Menlo Park, CA 94025, United States -
Roeser Law
● OpenRoeser Law is a reputable law firm located at 1190 Chestnut Street in Menlo Park, California. With a strong reputation for providing exceptional legal services, Roeser Law specializes in a wide range of practice areas including family law, estate planning, business law, and more. The experienced team of attorneys at Roeser Law is dedicated to providing personalized and effective legal representation to clients throughout the United States. Contact Roeser Law today for all your legal needs.
1190 Chestnut St, Menlo Park, CA 94025, United States -
Hagan Law
● OpenHagan 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.
535 Middlefield Rd, Menlo Park, CA 94025, United States -
Daniel L. Sheehan
● OpenDaniel 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.
3705 Haven Ave #108, Menlo Park, CA 94025, United States -
Jackson Capital Group - Morgan Stanley
● OpenJackson 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.
2725 Sand Hill Rd Suite 100, Menlo Park, CA 94025, United States -
Brighton Jones
● ClosedBrighton 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.
1300 El Camino Real Suite 100, Menlo Park, CA 94025, United States -
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
● ClosedU.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.
620 Santa Cruz Ave, Menlo Park, CA 94025, United States -
Xiuying Jin - Morgan Stanley
● OpenXiuying 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.
2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025, United States -
Nicholas Hunt - UBS Financial Services Inc.
● OpenNicholas 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.
64 Willow Pl #200, Menlo Park, CA 94025, United States -
Larry Thomas, CEPA - UBS Financial Services Inc.
● OpenLarry 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.
64 Willow Pl #200, Menlo Park, CA 94025, United States
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