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TOP 30 Estate planning services in Long Beach, CA
172 results found
Search for local businesses, places and services near you
IT Tours and Notary Service
IT Tours and Notary Service is a one-stop shop located in Long Beach, California, offering a unique combination of finance and travel agency services. Our experienced team is dedicated to providing top-notch notary services for all your legal documents, as well as expert guidance on planning your next adventure. Whether you need assistance with loan signings, real estate transactions, or booking your dream vacation, we are here to help. Visit us at 4940 Long Beach Boulevard for all your financial and travel needs.
Elevate Long Beach Apartments
Elevate Long Beach Apartments is a premier real estate agency located at 225 West 3rd Street in Long Beach, California. Our modern and stylish apartments offer a luxurious living experience with amenities such as a spacious living room, fully equipped kitchen, and front room. Our property is managed by AMC-CA, Inc. dba Apartment Management Consultants, ensuring top-notch service and professionalism. Come experience the elevated lifestyle at Elevate Long Beach Apartments.
Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California
Lungu Law Group is a reputable firm specializing in wills and trusts, as well as estate planning services in Long Beach, California. Located at 5320 2nd Street, their experienced attorneys are dedicated to helping clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or planning for your estate, Lungu Law Group is here to provide expert legal guidance. Trust in their expertise to secure your legacy and provide peace of mind for your loved ones.
Bulldog Law - California legal services
Bulldog Law is a reputable legal services firm located at 5150 Pacific Coast Highway in Long Beach, California. Our team of experienced attorneys are dedicated to providing top-notch legal representation for our clients in a variety of practice areas. Whether you are facing a personal injury case, need assistance with a business matter, or require help with estate planning, Bulldog Law is here to help. Our commitment to excellence and client satisfaction sets us apart from other firms in the area. Contact us today to schedule a consultation and see how Bulldog Law can assist you with your legal needs.
Legal Xpress Attorney Services Inc
Legal Xpress Attorney Services Inc is a reputable law firm located at 249 East Ocean Boulevard in Long Beach, California, United States. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing high-quality representation for our clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, our knowledgeable lawyers are here to help. Trust Legal Xpress Attorney Services Inc to provide you with the professional legal guidance and support you need.
Wholehearted Financial Services LLC
Wholehearted Financial Services LLC is an insurance agency located at 7191 Myrtle Avenue, Long Beach, California. Our mission is to provide clients with sincere and wholehearted financial services to help them achieve success. We believe in nurturing your finances to create a strong foundation for your family and future generations. Our team is licensed in multiple states, including California, Texas, Alabama, Florida, and Utah. While we offer a range of financial planning services, we recommend seeking advice from a tax or legal professional for personalized guidance. Our services are available to U.S. residents and are provided by Wholehearted Financial Services LLC, registered with the California Secretary of State. Please note that insurance offerings may vary by state, so it is important to verify the registration and licensing of your agent or advisor. Contact us today to learn more about how we can support your financial goals. License #0H00174.
Unicon Financial Services
Unicon Financial Services is a reputable finance institution located at 200 Pine Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Trust Unicon Financial Services to provide you with expert advice and personalized solutions to meet your financial needs.
Zahn & Zahn Estate Financial & Tax
Zahn & Zahn Estate Financial & Tax is a trusted accounting and finance institution located in Long Beach, California. Our team of experienced professionals is dedicated to providing comprehensive financial and tax services for individuals and businesses. Whether you need assistance with estate planning, tax preparation, or investment strategies, our experts are here to help. Visit us at 2209 North Lakewood Boulevard to learn more about how we can help you achieve your financial goals.
MDP Financial Services, Inc.
MDP Financial Services, Inc. is a finance institution located at 419 Main Street in Huntington Beach, California, United States. Our accounting firm is dedicated to helping you and your business with all of your financial needs. Our board certified accountants stay current with the latest information, laws, and techniques to ensure we provide the best service possible. Whether you need help with tax planning, preparation, or organizing your financial records, we are here to assist you in achieving your financial goals. Trust us to guide you through the process and make sure your business is on the right track. Contact us today to learn more about how we can help your business thrive.
Cole Heydorff - Financial Advisor, Ameriprise Financial Services, LLC
Cole Heydorff is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3900 Kilroy Airport Way in Long Beach, California. With years of experience in the finance industry, Cole provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Cole Heydorff can provide expert guidance and support every step of the way. Contact Cole Heydorff at Ameriprise Financial Services, LLC for professional and reliable financial advice.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
Householder Group Estate & Retirement Specialists
Householder Group Estate & Retirement Specialists is a renowned institution located in Long Beach, California, United States. Specializing in accounting and finance, they provide expert advice and services to help individuals plan for their estate and retirement. With a focus on personalized solutions and a commitment to client satisfaction, Householder Group Estate & Retirement Specialists is dedicated to helping clients achieve their financial goals. Visit them at 5150 Pacific Coast Highway for all your estate and retirement planning needs.
Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC
Joshua Goeppner, a financial advisor at Ameriprise Financial Services, LLC, offers personalized financial planning and investment services to clients in Long Beach, California. With a focus on helping individuals and families achieve their financial goals, Joshua provides expert advice on retirement planning, wealth management, estate planning, and more. Located at 3900 Kilroy Airport Way, Joshua Goeppner and his team are dedicated to providing top-notch financial guidance and support to help clients secure their financial future.
Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC
Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1101 Palm Avenue, Imperial Beach, California, United States. Carlo Boton 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®, CERTIFIED FINANCIAL PLANNER™, 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 various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on ethical practices and continuing education, Carlo Boton is dedicated to providing high-quality financial advice and services to clients, including veterans and military personnel.
The Hamilton Group - UBS Financial Services Inc.
The Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.
HCVT Long Beach
HCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.
Leah Legal: Long Beach Criminal Attorney
Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.
15181 SPRINGDALE ST. HUNTINGTON BEACH, CA 92649
Welcome 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.
Estates By Gary & Wendy
Welcome to Estates By Gary & Wendy, your trusted partner in accounting and finance solutions. Conveniently located at 601 Roycroft Avenue, Long Beach, California, we are dedicated to providing personalized and comprehensive financial services to meet the unique needs of our clients. With years of experience and a commitment to excellence, Gary and Wendy offer expert guidance in estate planning, tax preparation, bookkeeping, and financial consulting. Whether you are an individual seeking to secure your financial future or a business aiming to optimize your financial strategies, Estates By Gary & Wendy is here to help you navigate the complexities of the financial world with confidence and ease. Visit us today and discover how we can assist you in achieving your financial goals.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Frank Parlato - Palomar Financial Services
Welcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.
Beach View Real Estate
Welcome to Beach View Real Estate, your premier real estate agency located at 2200 Roosevelt Boulevard, Oxnard, California. Nestled in the picturesque Ventura County, our agency is dedicated to helping you find your dream home or vacation getaway in this charming Southern California region. After relocating to Hollywood Beach in the late '90s, we quickly fell in love with the vibrant community and stunning coastal landscapes, making it the perfect place to raise our family. With over 25 years of experience as a Realtor®, I took the helm of Area Code Real Estate in 2014, transforming it into Beach View Real Estate. Our rebranding has allowed us to expand our services, including the addition of a Vacation Home Management Division, where we host guests from around the world in our handpicked properties.
Silicon Beach Homes
Welcome to Silicon Beach Homes, your premier real estate agency located at 13900 Marquesas Way, Marina del Rey, California. As the leading experts in Silicon Beach real estate, we specialize in providing unparalleled service for both home buyers and renters in this vibrant and dynamic community. Nestled in the heart of the Westside of Los Angeles, Silicon Beach encompasses a collection of upscale beach communities, including Santa Monica, Manhattan Beach, Marina del Rey, Malibu, and Venice Beach. With year-round sunshine and the allure of surfside living, Silicon Beach offers an exceptional lifestyle that is as unique as it is desirable.
Davidson Group | Bayside Real Estate
Welcome to Davidson Group | Bayside Real Estate, your trusted real estate consultants serving Manhattan Beach, Hermosa Beach, and the South Bay area. Located at 920 Manhattan Beach Boulevard, Manhattan Beach, California, we are committed to delivering excellence and creating memorable experiences for our clients. At Davidson Group, we pride ourselves on our high-level professionalism, honesty, and integrity. Our team, led by Jennifer Davidson, combines extensive industry knowledge with exceptional listening skills and data interpretation abilities to achieve our clients' real estate goals. We treat our clients like family, providing a collaborative approach that offers every possible option to ensure the best outcomes.
Long Beach Corporate Center
Welcome to Long Beach Corporate Center, your premier real estate agency located in the heart of Long Beach, California. Situated at 4300 Long Beach Boulevard, our office is dedicated to providing exceptional real estate services tailored to meet the diverse needs of our clients. Whether you are looking to buy, sell, or lease commercial properties, our team of experienced professionals is here to guide you every step of the way. At Long Beach Corporate Center, we pride ourselves on our in-depth knowledge of the local market and our commitment to delivering personalized solutions. Our comprehensive range of services includes property management, investment analysis, and strategic planning, ensuring that you achieve your real estate goals with confidence and ease.
Redfin Real Estate
Welcome to Redfin Real Estate, your premier destination for luxury properties in Long Beach, California, and beyond. Nestled at 115 Pine Avenue in the heart of Long Beach, our real estate agency specializes in connecting discerning buyers with exquisite homes that blend architectural brilliance with unparalleled comfort. At Redfin Real Estate, we pride ourselves on offering a curated selection of properties that cater to a variety of lifestyles and preferences. Whether you're seeking a palatial estate in the coveted Porter Ranch neighborhood, a sophisticated townhome in Venice, or a newly built masterpiece in Longridge Estates, we have something for everyone. Our listings showcase homes with high-end upgrades, spacious layouts, and unique features such as private driveways, expansive living spaces, and beautifully landscaped yards.
Roni Gutierrez, Realtor @ Beach Cities Properties, Inc.
Welcome to Roni Gutierrez, Realtor @ Beach Cities Properties, Inc., your trusted partner in real estate located in the heart of Long Beach, California. Situated at 3960 North Studebaker Road, our agency is dedicated to serving the vibrant communities of Long Beach and the surrounding areas. With a deep understanding of the local real estate market, Roni Gutierrez and the team are committed to providing exceptional service, whether you are buying, selling, or investing in property. Our agency prides itself on personalized service, ensuring each client's unique needs and aspirations are met with professionalism and integrity. We offer a comprehensive range of real estate services, including market analysis, property valuation, and strategic marketing plans tailored to maximize your property's potential. At Beach Cities Properties, Inc., we leverage the latest technology and industry insights to deliver results that exceed expectations.
Beach Cities Properties Inc.
Welcome to Beach Cities Properties Inc., your trusted real estate agency located at 3960 North Studebaker Road in the heart of Long Beach, California. We specialize in delivering exceptional real estate services tailored to meet the diverse needs of our clients. Whether you're buying, selling, or investing, our team is committed to providing you with expert guidance and personalized solutions to ensure a seamless and rewarding real estate experience. Explore our curated selection of properties, from charming condos to luxurious homes, each offering unique features and prime locations. Our listings include stunning homes in desirable neighborhoods, such as the tranquil College Estates and the vibrant Alamitos Beach, offering the best of both beach living and city life.
Jay Valento - Long Beach Real Estate - Fathom Realty Group
Welcome to Jay Valento - Long Beach Real Estate - Fathom Realty Group, your trusted partner in finding the perfect Southern California property. Located at 6507 Pacific Coast Highway, Long Beach, California, our real estate agency specializes in a wide array of property types across Long Beach and nearby coastal cities. Whether you're dreaming of a serene beach condo with a view of the Pacific Ocean, a charming home in a vibrant neighborhood, or a luxury residence, our dedicated team is here to help you make that dream a reality. With over 31 years of experience, Jay Valento brings a wealth of knowledge and a consultative approach to real estate, ensuring that your needs are met with honesty and clarity. Our clients praise Jay for his integrity, clear communication, and commitment to finding the perfect property that aligns with their goals. As one satisfied client, Josh F., shared, "Jay is a wonderful Realtor, honest and upfront. He communicates clearly and knows the market as well as anyone."
Silva Real Estate Group
Welcome to Silva Real Estate Group Located at 6621 Pacific Coast Highway, Long Beach, California, Silva Real Estate Group is your trusted partner in navigating the dynamic world of real estate and finance. Our dedicated team of professionals is committed to helping you buy and sell properties with ease and confidence.
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