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TOP 30 Estate planning in Simi Valley, CA
25 results found
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Hidden Valley Apartment Homes
Hidden Valley Apartment Homes is a premier real estate agency located in the picturesque city of Simi Valley, California. Situated at 5065 Hidden Park Court, our institution offers luxurious and spacious apartment homes for those seeking a comfortable and upscale living experience. Nestled in a serene and peaceful neighborhood, our apartments feature modern amenities, beautiful landscaping, and a range of floor plans to suit every lifestyle. With a convenient location near shopping, dining, and entertainment options, Hidden Valley Apartment Homes provides the perfect blend of convenience and tranquility. Experience the ultimate in apartment living at Hidden Valley Apartment Homes.
Carmen B Marquez, PC - Estate Planning - Simi Valley
Carmen B Marquez, PC is a trusted law firm specializing in estate planning services in Simi Valley, California. Located at 2655 First Street, their team of experienced lawyers is dedicated to helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, Carmen B Marquez, PC is committed to providing personalized and professional legal services to meet your unique needs. Contact them today to schedule a consultation and start planning for your future.
The Green Law Group, LLP
The Green Law Group, LLP, located at 1777 East Los Angeles Avenue in Simi Valley, California, is a law firm specializing in serving construction professionals with contracts, licensing, and notices. Over the years, our firm has expanded to offer a wide range of legal services to help small businesses thrive. Our experienced attorneys provide counsel on construction defects, employment issues, contractor licensing, business formations, real estate transactions, contracts, alternate dispute resolutions, estate planning, and insurance claims. Clients trust us to ensure their legal documents are in order, employees are paid correctly, and exposure to liability is limited. When our clients go to court, we stand by their side to fight for their success. Contact The Green Law Group for competent legal representation from attorneys dedicated to producing successful results for their clients.
Sage Creek Apartment Homes
Sage Creek Apartment Homes is a premier real estate agency located at 1930 Yosemite Avenue in Simi Valley, California. Our beautiful apartment homes offer a luxurious and comfortable living experience in a convenient location. With spacious floor plans, modern amenities, and a friendly community atmosphere, Sage Creek is the perfect place to call home. Whether you're looking for a cozy one-bedroom or a spacious three-bedroom apartment, we have a variety of options to suit your needs. Come experience the best in apartment living at Sage Creek Apartment Homes.
By The People Document Preparation Center
By The People Document Preparation Center is a finance and lawyer institution located at 2391 Tapo Street, Simi Valley, California, United States. We specialize in Estate Planning services such as Trusts, Wills, Powers of Attorney, Trust Amendments, Special Needs Trust, and Trust Administration. Our Notary Public services are available in every office, with mobile services also offered. In addition to Estate Planning, we also assist with Dissolution of Marriage, Legal Separation, Modification of Visitation and Support, and Paternity Agreements. Our Notary Public services are available for all these legal matters.
Probate Attorneys of Werner Law Firm
The Probate Attorneys of Werner Law Firm, located in Santa Barbara, California, have been assisting clients with probate matters for over four decades. Our dedicated legal team aims to make the probate process as easy and manageable as possible for our clients. We handle all aspects of probate, from filing the initial petition to settling disputes over the deceased's will. Our experienced attorneys work diligently to ensure that assets and debts are properly accounted for, and that the probate process is completed efficiently. Probate can be a complex and time-consuming process, but with the help of our skilled attorneys, we aim to simplify it for our clients. We understand the importance of guiding our clients through probate with care and compassion during what can be a difficult time. Whether you are a family member of the deceased or facing disputes over the estate, our team is here to help.
Probate Lawyers of Werner Law Firm
Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.
The Werner Law Firm
The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.
DALLARA LAW
Dallara Law is a reputable law firm located in Simi Valley, 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 criminal matter, we are here to help. With a focus on personalized attention and effective communication, Dallara Law strives to achieve the best possible outcome for each and every client. Contact us today at 3695 Alamo Street to schedule a consultation.
Law Office of Randall J. Sundeen
The Law Office of Randall J. Sundeen is a reputable legal institution located at 3605 Alamo Street in Simi Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, attorney Randall J. Sundeen provides expert legal representation and guidance to clients in need. With a strong commitment to advocating for his clients' rights and interests, Mr. Sundeen offers personalized and dedicated service to help navigate the complexities of the legal system. Whether you are facing a legal dispute or seeking legal advice, the Law Office of Randall J. Sundeen is here to assist you every step of the way.
Law Offices of Steven A. Wolvek
The Law Offices of Steven A. Wolvek is a reputable law firm located at 2655 First Street in Simi Valley, California, United States. Specializing in various legal matters, Steven A. Wolvek and his team provide expert legal representation and counsel to clients in need of legal assistance. With a focus on professionalism, integrity, and client satisfaction, the Law Offices of Steven A. Wolvek is dedicated to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal representation for a business matter, the experienced lawyers at this institution are here to help. Contact them today to schedule a consultation and discuss your legal needs.
Lindeen Gordon R
Lindeen Gordon R is a reputable law firm located at 4220 East Los Angeles Avenue in Simi Valley, California. With years of experience in the legal field, the firm specializes in providing expert legal advice and representation to clients in a wide range of legal matters. Their team of skilled lawyers is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Lindeen Gordon R is committed to providing top-notch legal services tailored to meet your specific needs. Contact them today to schedule a consultation and discuss your legal needs.
Nezhad Law Firm, PLC
Nezhad Law Firm, PLC is a reputable law firm located at 1464 Madera Road in Simi Valley, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to their clients. Whether you are in need of representation for personal injury, criminal defense, family law, or estate planning matters, Nezhad Law Firm, PLC is committed to advocating for your best interests. With a track record of success and a strong reputation in the legal community, you can trust Nezhad Law Firm, PLC to handle your case with professionalism and expertise. Contact them today to schedule a consultation and discuss your legal needs.
The Law Offices of Kate Young, APC
The Law Offices of Kate Young, APC is a boutique estate planning law firm located at 1791 Erringer Road, Simi Valley, California. With over twenty years of experience, we specialize in providing quality legal counsel in the areas of wills and trusts, probate, estate planning, and inheritance planning. Our team assists clients of all estate sizes with the preparation of revocable living trusts and other essential estate planning documents. As a licensed attorney, Kate Young and her team are dedicated to ensuring that the estate planning process is executed properly and completely. We also handle probate matters, Trust administration, and decedent's estates from our offices in Monrovia, Simi Valley, and Burbank, California. When you retain our services, you can trust that your matters are confidential and backed by legal education and experience in California probate courts.
Samantha Irenea Campos: Primerica - Financial Services
Samantha Irenea Campos: Primerica - Financial Services is a reputable insurance agency located at 2259 Ward Avenue in Simi Valley, California. Our dedicated team provides a wide range of financial services to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment solutions, we are here to assist you every step of the way. Trust Samantha Irenea Campos: Primerica - Financial Services to provide personalized and professional advice to meet your financial goals.
The Independent Financial Group
The Independent Financial Group, located at 2655 First Street, Simi Valley, California, United States, is a finance institution that offers wealth planning and tax-managed strategies for individual investors. With a focus on developing objective wealth management strategies that align with personal values, the institution emphasizes progress towards achieving personal goals as the true measure of success. The institution also provides services from a CERTIFIED FINANCIAL PLANNER® Professional to assist clients in making informed decisions about their financial future. In addition, the institution offers industry reports and blog articles to keep clients informed about the latest trends and developments in the financial world. Don't let the upcoming election distract you from important financial decisions - visit The Independent Financial Group to ensure you are on the right track towards your financial goals.
Escient Financial
Escient Financial, located at 754 Verdemont Circle, Simi Valley, California, is not your typical financial planning and investment advisory firm. With a focus on providing a simple, modern, and digital experience, Escient Financial is dedicated to helping clients achieve their financial goals and prosperity. As a Certified Digital Asset Advisor, Escient Financial offers expertise in traditional investments, as well as digital assets and cryptocurrency. Whether you are looking for investment advice, portfolio construction, tax planning, or estate planning with digital assets, Escient Financial can provide the guidance you need.
Arxis Wealth Management
Arxis Wealth Management is a finance institution located at 2468 Tapo Canyon Road in Simi Valley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, retirement planning, estate planning, and more. At Arxis Wealth Management, we prioritize building long-term relationships with our clients based on trust, transparency, and superior customer service. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Christopher Goodenough - Financial Advisor, Ameriprise Financial Services, LLC
Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.
Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services, LLC
Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2345 Erringer Road, Simi Valley, California, United States. Sunil Prabhakar holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as veterans and individuals with special needs. Sunil Prabhakar is dedicated to providing comprehensive and ethical financial advice to individuals and small business owners, utilizing a range of investment strategies to meet their unique needs.
Mark Kamerman - Private Wealth Advisor, Ameriprise Financial Services, LLC
Mark Kamerman - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States, offers a wide range of financial services and expertise. Mark Kamerman holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, ensuring that clients receive top-notch financial advice tailored to their individual needs. From asset management to retirement planning, estate planning, and investment opportunities, Mark Kamerman is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military service, Mark Kamerman has the knowledge and experience to guide you through the complexities of financial planning. Contact Mark Kamerman at Ameriprise Financial Services, LLC for expert advice and personalized financial solutions.
MethodM Wealth - Ameriprise Financial Services, LLC
MethodM Wealth - Ameriprise Financial Services, LLC is a finance institution located at 3713 Alamo Street, Simi Valley, California, United States. They offer personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. With regular meetings to review progress and update strategies as life changes, clients can track their progress towards their financial goals securely from any device. The institution also offers complimentary initial consultations to help clients get started on their financial journey. The Ameriprise Investment Research Group provides guidance on market conditions and investment impacts, ensuring clients receive one-to-one financial advice and exceptional client service. The institution also assists with retirement readiness planning, estate planning, and passing wealth to the next generation. As part of a branding initiative, they have changed their name to MethodM Wealth.
DJR Financial Services
DJR Financial Services is a finance institution located at 2480 Stearns Street in Simi Valley, California, United States. Specializing in investments and retirement planning, DJR Financial Services offers a complimentary consultation when you call 805-527-2430. With a live receptionist available Monday through Friday from 9:00 AM to 5:00 PM PST, you can easily schedule an appointment to discuss your financial goals. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC and a registered investment advisor. Estate planning services are provided through Citadel Law Offices, while tax preparation services are offered through Skidmore Markell and Company. Please note that DJR Financial Services, Inc. is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or investment advisor.
Gary Porter CPA
Gary Porter CPA is a reputable accounting and finance institution located at 3355 Cochran Street in Simi Valley, California, United States. With years of experience and expertise in the field, Gary Porter CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for expert financial advice, Gary Porter CPA is the go-to institution for all your accounting and finance needs.
HBW Advisory Services LLC
HBW Advisory Services LLC is a finance institution located at 3355 Cochran Street in Simi Valley, California, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses achieve their financial goals. We offer a range of services including investment management, retirement planning, tax planning, and estate planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, HBW Advisory Services LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
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