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TOP 30 Estate planning services in Mill Valley, CA
30 results found
Search for local businesses, places and services near you
Bruihl Legal Services
Bruihl Legal Services is a distinguished finance institution located in the heart of Mill Valley, California. Our team of experienced professionals provides expert legal services to individuals and businesses in need of financial guidance. From estate planning to tax law, we are dedicated to helping our clients navigate the complexities of the legal system with confidence and ease. Visit us at 211 Cleveland Avenue to learn more about how we can assist you in achieving your financial goals.
Katy Song Financial Planning
Katy Song Financial Planning is a reputable finance institution located at 34 Meadow Drive in Mill Valley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Katy Song Financial Planning to help you secure a stable and prosperous financial future.
Adam Slowik - UBS Financial Services Inc.
Adam Slowik - UBS Financial Services Inc. is a reputable finance institution located at 2 Belvedere Place in Mill Valley, California, United States. With a strong focus on providing top-notch financial services, Adam Slowik and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Adam Slowik - UBS Financial Services Inc. has the expertise and resources to assist you every step of the way. Trust in their experience and commitment to excellence for all your financial needs.
Montage Group of Silicon Valley - Morgan Stanley
Montage Group of Silicon Valley - Morgan Stanley is a prestigious finance institution located in Palo Alto, California. Situated at 1400 Page Mill Road, this institution is known for its expertise in wealth management, investment banking, and financial advisory services. With a strong presence in the heart of Silicon Valley, Montage Group of Silicon Valley - Morgan Stanley is a trusted partner for individuals and businesses looking to navigate the complex world of finance. Their team of experienced professionals is dedicated to providing personalized solutions and strategic guidance to help clients achieve their financial goals.
Woodard & Associates
Woodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.
Harbor Point Apartments
Harbor Point Apartments is a premier real estate agency located at 2 Harbor Point Drive in the picturesque town of Mill Valley, California, United States. Our luxurious apartments offer stunning views of the surrounding area and provide residents with top-notch amenities and services. Whether you're looking for a cozy studio or a spacious three-bedroom apartment, Harbor Point Apartments has a variety of floor plans to suit your needs. Our prime location near the harbor and close proximity to downtown Mill Valley make us the ideal place to call home. Experience the ultimate in waterfront living at Harbor Point Apartments.
North Bay Law Group
North Bay Law Group is a reputable law firm located in Mill Valley, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing high-quality legal services to clients in the North Bay area. From personal injury cases to estate planning and business law, North Bay Law Group offers comprehensive legal representation tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, you can trust North Bay Law Group to handle your legal matters with professionalism and expertise. Visit us at 116 East Blithedale Avenue to discuss your legal needs with our knowledgeable attorneys.
Gerald B. Dorfman, DORFMAN LAW OFFICE
Gerald B. Dorfman, DORFMAN LAW OFFICE is a reputable law firm located in Mill Valley, California, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team at Dorfman Law Office is dedicated to providing top-notch legal representation and personalized services to clients. With a commitment to achieving the best possible outcomes for their clients, Gerald B. Dorfman and his team strive to deliver efficient and effective legal solutions. Contact Dorfman Law Office for expert legal advice and representation in Mill Valley, California.
Douglass Law Group
Douglass Law Group is a reputable law firm located at 422 Live Oak Drive in Mill Valley, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in the Bay Area and beyond. Specializing in various areas of law including business law, real estate law, and estate planning, we strive to deliver personalized and effective legal solutions tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, Douglass Law Group is the go-to firm for all your legal needs.
Matt Fleming Law
Matt Fleming Law is a reputable law firm located at 655 Redwood Highway in Mill Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team is dedicated to providing top-notch legal representation to our clients. With a focus on personalized service and achieving the best possible outcomes for our clients, Matt Fleming Law is committed to upholding the highest standards of professionalism and integrity in the legal field. Contact us today for expert legal advice and representation.
Law Offices of Ann Riley
The Law Offices of Ann Riley is a trusted legal firm located at 18 East Blithedale Avenue in Mill Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Ann Riley and her team are dedicated to providing expert legal representation and personalized service to clients throughout the United States. With a commitment to achieving the best possible outcomes for their clients, the Law Offices of Ann Riley is a go-to destination for those in need of experienced and reliable legal assistance.
Peggy L Benninfgtol Aplc
Peggy L Benninfgtol Aplc is a reputable law firm located at 409 Throckmorton Avenue in Mill Valley, California. Led by experienced attorney Peggy L. Benninfgtol, the firm specializes in providing expert legal services in various areas of law. With a focus on personalized attention and dedicated representation, Peggy L Benninfgtol Aplc is committed to helping clients navigate the complexities of the legal system and achieve favorable outcomes. Whether you are seeking guidance in family law, estate planning, or business law, the skilled professionals at this firm are ready to assist you. Contact Peggy L Benninfgtol Aplc today to schedule a consultation and learn how they can help you with your legal needs.
Robb & Ross
Robb & Ross is a prestigious law firm located at 591 Redwood Highway in Mill Valley, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients in various practice areas. Whether you are in need of representation for a personal injury case, business law matter, or estate planning, our skilled attorneys are here to help. With a commitment to excellence and a track record of success, Robb & Ross is the go-to institution for all your legal needs in the United States.
Bonapart Barri Kaplan Esq
Bonapart Barri Kaplan Esq is a prestigious law firm located at 591 Redwood Highway in Mill Valley, California. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, Bonapart Barri Kaplan Esq is committed to providing personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business law matters, the knowledgeable attorneys at this institution are here to help. Trust Bonapart Barri Kaplan Esq for top-notch legal advice and representation in the heart of California.
Teodoro Wealth Management
Teodoro Wealth Management is a leading finance and insurance agency located at 265 Miller Avenue in Mill Valley, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals and protect their assets. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Teodoro Wealth Management is here to help. Contact us today to schedule a consultation and learn more about how we can help you achieve financial success.
Holter Law
Holter Law is a prestigious law firm located at 100 Shoreline Highway in the beautiful city of Mill Valley, California. Our team of experienced attorneys specializes in a wide range of legal services, including but not limited to personal injury, family law, estate planning, and business law. With a strong commitment to providing top-notch legal representation and personalized service to our clients, Holter Law is dedicated to helping individuals and businesses navigate the complexities of the legal system. Trust us to protect your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
Law Office Of Grant A. Barbour
The Law Office of Grant A. Barbour, located at 24 Valley Circle in Mill Valley, California, is a reputable legal firm specializing in various areas of law. With a team of experienced attorneys led by Grant A. Barbour, they provide expert legal services to clients in need of representation and counsel. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice for a business matter, the Law Office of Grant A. Barbour is dedicated to providing personalized and effective solutions to meet your legal needs. Contact them today for a consultation.
Wester Law Offices
Wester Law Offices is a reputable law firm located in Mill Valley, California. Our experienced team of lawyers specializes in a variety of legal areas, including personal injury, criminal defense, family law, and estate planning. We are dedicated to providing top-notch legal representation and personalized service to our clients. Located at 655 Redwood Highway Frontage Road, our offices are easily accessible and conveniently located. Whether you are facing a legal issue or simply need legal advice, Wester Law Offices is here to help. Contact us today to schedule a consultation with one of our skilled attorneys.
Perani Law: Michelina M. Perani, Esq.
Perani Law, led by Michelina M. Perani, Esq., is a reputable law firm located at 100 Shoreline Highway in Mill Valley, California. Specializing in various legal matters, including but not limited to, family law, estate planning, and business law, the firm provides expert legal services to clients in the greater Mill Valley area. With a commitment to excellence and personalized attention, Perani Law is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact Perani Law today for professional legal representation you can trust.
Kuhlmann Associates Financial
Kuhlmann Associates Financial, located at 1455 1st Street in Napa, California, is a finance institution dedicated to helping clients define and achieve financial freedom. Our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situations. We offer personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, and we offer educational workshops, events, and social gatherings to connect with our clients. Whether you are looking to plan for your future, navigate a divorce, or manage your estate, our team is here to help design a path to your financial goals.
Leo Coppeta - Investment Advisor LPL Financial
Leo Coppeta - Investment Advisor at LPL Financial, located in Mill Valley, California, offers a comprehensive approach to financial planning. With a focus on investments, taxes, insurance, and estate planning, Leo helps clients navigate the complex world of finance. By utilizing a total wealth management approach, Leo aims to help clients invest wisely, minimize tax exposure, secure insurance coverage, and create a plan for transferring wealth to future generations. Clients can explore a variety of financial offerings on Leo's website and are encouraged to reach out with any questions or concerns about their financial situation. Securities and advisory services are offered through LPL Financial, with registered representatives available to assist residents in select states. Trust Leo Coppeta to guide you towards financial success and peace of mind.
Merrill Lynch Financial Advisor Riley Gabriel-Lee
Merrill Lynch Financial Advisor Riley Gabriel-Lee is a trusted finance institution located at 2 Belvedere Place in Mill Valley, California, United States. With a focus on providing personalized financial advice and services, Riley Gabriel-Lee and his team help clients navigate the complexities of the financial world to achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Financial Advisor Riley Gabriel-Lee is committed to helping you make informed decisions and secure your financial future.
Gordian Wealth Advisors
Gordian Wealth Advisors is a premier financial institution located at 100 Shoreline Highway in Mill Valley, California, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Gordian Wealth Advisors is your trusted partner in building and preserving wealth for the future.
Carson Wealth
Carson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
Merrill Lynch Financial Advisor Michael H Reid
Merrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
Bottom Line Consultant
Bottom Line Consultant is a top-tier institution located at 491 Molino Avenue in Mill Valley, California, offering expert services in accounting, finance, and real estate. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' needs and help them achieve their financial goals. Whether you are looking for assistance with tax planning, investment strategies, or property management, Bottom Line Consultant is here to guide you every step of the way. Trust us to deliver exceptional results and optimize your bottom line.
Mangels House
Welcome to Mangels House, a historic gem nestled in the picturesque Aptos hills of California. Located at 570 Aptos Creek Road, this elegant Victorian summer mansion stands as a testament to the rich history and architectural grandeur of the late 19th century. Built by Claus Mangels, brother-in-law of the renowned sugar magnate Claus Spreckels, Mangels House is the last remaining example of three nearly identical mansions constructed between 1872 and 1888. Steeped in history, Mangels House offers a glimpse into the opulent lifestyle of its era. The mansion was crafted from clear heart redwood sourced from the nearby Loma Prieta Mill, featuring a unique "Carpenter's Gothic" architectural style. With 15 rooms including 10 bedrooms, two parlors, a dining room, and a card room, the mansion was designed for luxurious summer living. The house boasts 14-foot ceilings, a full attic crowned by a "widow's walk," and can comfortably accommodate 23 guests.
Neo Build Foundation Manhattan Beach
Welcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
Build Foundation Lynwood | Call Today
are renowned for their custom home projects that span a range of styles and complexities. Their work has been featured in numerous prestigious publications, reflecting their expertise in creating homes that are both beautiful and functional. Winters-Schram Associates collaborates closely with top architects and designers, ensuring that each project is tailored to the client's unique vision and lifestyle. At Build Foundation Lynwood, located at 11245 Long Beach Boulevard, Lynwood, California, we understand the importance of selecting the right general contractor for your custom home project. As a leading general contractor in the area, we pride ourselves on our ability to transform architectural plans into reality, ensuring that your home is built to the highest standards of quality and craftsmanship. Our team is committed to keeping your project on schedule and within budget, making the construction process smooth and stress-free.
Old Salt Lake Historical Marker
Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.
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