TOP 30 Estate planning services in Monterey, California

115 results found

The Monterey Apartments is a premier real estate agency located at 3510 Moorpark Avenue in San Jose, California. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our professional staff is dedicated to providing exceptional service and helping you find the perfect apartment to call home. Experience upscale living at The Monterey Apartments.

Monterey Villas Apartments is a premier real estate agency located at 1018 Kelp Lane in Oxnard, California. Our apartments offer luxurious living spaces with modern amenities and stunning views of the surrounding area. With a variety of floor plans to choose from, residents can find the perfect space to call home. Our community features a sparkling swimming pool, fitness center, and beautifully landscaped grounds for residents to enjoy. Conveniently located near shopping, dining, and entertainment options, Monterey Villas Apartments is the ideal place to live in Oxnard. Contact us today to schedule a tour and see why our residents love calling Monterey Villas Apartments home.

Casa Monterey Apartments is a premier real estate agency located at 10108 Calle Marinero in Spring Valley, California. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our professional team is dedicated to providing exceptional service to ensure our residents have a comfortable and enjoyable living experience. Contact us today to schedule a tour and see why Casa Monterey Apartments is the perfect place to call home.

Legal Services For Seniors is a reputable institution located at 11 Thomas Owens Way in Monterey, California, United States. As a team of dedicated lawyers, we specialize in providing legal assistance tailored specifically for seniors. Our experienced attorneys are committed to helping older adults navigate complex legal issues such as estate planning, guardianship, healthcare directives, and more. With a focus on protecting the rights and interests of seniors, we strive to provide compassionate and personalized legal support to ensure our clients receive the best possible outcomes. Contact us today to learn more about how we can assist you or a loved one with your legal needs.

Ponek Appraisal Service, located at 4805 Santa Cruz Road in Atascadero, California, offers appraisal services and consultation for a variety of complex real estate needs along California's Central Coast. Specializing in commercial properties in San Luis Obispo County and surrounding communities, the firm focuses on commercial office & retail properties, mixed-use developments, industrial properties, multi-family housing, large ranches, estate planning, fractional interest, and special-purpose properties. The team at Ponek Appraisal is dedicated to providing timely, cost-effective, and thorough analysis of commercial and industrial properties in San Luis Obispo County, northern Santa Barbara County, and southern Monterey County. Led by Blake, a certified general appraiser with a background in commercial real estate and a degree in Agriculture Business from Cal Poly San Luis Obispo, Ponek Appraisal prides itself on expert, localized service tailored to the unique needs of the region.

Radia Hunter, a Financial Advisor at Ameriprise Financial Services, LLC, located at 659 Abrego Street in Monterey, California, offers a wide range of financial services and expertise. Radia holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, AIF® designation, APMA™ designation, AWMA℠ certification, Behavioral Financial Advisor certification, CAP® designation, CAS® designation, CASL® credential, Certified Divorce Financial Analyst designation, Certified Estate Planner™ certification, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® designation, CERTIFIED FINANCIAL PLANNER™ certification, Certified Fund Specialist designation, Chartered Financial Consultant® designation, Chartered Special Needs Consultant designation, Certified Investment Management Analyst® designation, Certified Kingdom Advisor® designation, Certified in Long-Term Care designation, and Chartered Life Underwriter Designation®. These certifications showcase Radia's commitment to providing top-notch financial advice and services to clients. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Radia Hunter is well-equipped to help you navigate the complex world of finance. Contact Radia today to schedule a consultation and take control of your financial future.

The RBC Wealth Management Branch in Monterey, California is a premier financial institution located at 4 Lower Ragsdale Drive. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, our team is here to help. With a commitment to excellence and a focus on building long-term relationships, RBC Wealth Management Branch in Monterey is your trusted partner in financial success.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, is dedicated to helping clients achieve their financial goals. Located at 99 Pacific Street in Monterey, California, Lesley provides personalized financial planning services to individuals and families. With a focus on building long-term relationships, she offers expert advice on investments, retirement planning, estate planning, and more. Trust Lesley Lemessurier to guide you towards a secure financial future.

Brett Jennings is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 99 Pacific Street in Monterey, California. With a focus on providing personalized financial planning and investment services, Brett and his team strive to help clients achieve their financial goals and secure their future. With a commitment to transparency and integrity, they offer a range of services tailored to each client's unique needs, including retirement planning, investment management, and estate planning. Contact Brett Jennings today to start planning for a brighter financial future.

Welcome to Grand Welcome Monterey Bay, your premier destination for exceptional real estate and travel services in the heart of Monterey, California. Conveniently located at 140 West Franklin Street, our agency specializes in providing personalized solutions to meet all your property and vacation needs along the stunning Monterey Bay coastline. As a leading real estate agency, we offer a comprehensive range of services, whether you're looking to buy your dream home, invest in a vacation property, or sell your current residence. Our team of experienced professionals is dedicated to guiding you through every step of the process with expertise and care, ensuring a seamless and stress-free experience.

Welcome to Paul Cahalan - Financial Advisor, Ameriprise Financial Services, LLC, located at 1 Lower Ragsdale Drive, Monterey, California 93940. As a dedicated financial advisor, I am committed to helping you achieve your financial aspirations, whether they include planning for retirement, funding education, or making significant purchases like a second home. At Ameriprise Financial, we prioritize what matters most to you. Our personalized approach begins with understanding your individual goals and risk tolerance, enabling us to provide tailored investment, asset allocation, and portfolio recommendations. We believe in building lasting relationships, meeting regularly to review your progress, and adjusting strategies as your life evolves.

Welcome to Weddings In Monterey, your premier destination for creating unforgettable wedding experiences in the heart of California's stunning Central Coast. Nestled at 484 B Washington Street in the charming city of Monterey, our dedicated team specializes in crafting personalized ceremonies and receptions that reflect your unique love story. At Weddings In Monterey, we understand that every couple is unique, and we are committed to bringing your dream wedding to life with meticulous attention to detail and a personal touch. Whether you envision an intimate beachfront ceremony or a grand celebration in a historic venue, our extensive local knowledge and partnerships with exceptional vendors ensure that every aspect of your special day is seamless and extraordinary.

Welcome to Alex Brant | Compass Real Estate Agent in Carmel-by-the-Sea, CA Located on San Carlos Street in the heart of Carmel-by-the-Sea, California, Alex Brant is your dedicated real estate agent, committed to making your home buying or selling experience both enjoyable and successful. As a proud native of Carmel, Alex possesses an unparalleled understanding of the Monterey Peninsula, making him the perfect choice for those looking to navigate the local real estate market with ease.

Welcome to Gina Hinds Real Estate Agent, your trusted partner in navigating the vibrant real estate market of Monterey, California. Located conveniently at 534 Abrego Street, our office is the hub for all your real estate needs, whether you're buying, selling, or investing in property. With years of experience and an intimate knowledge of the local market, Gina Hinds is dedicated to providing personalized and professional service to each client. We understand that real estate transactions are among the most significant decisions you'll make, and we're here to guide you every step of the way with expertise, integrity, and a commitment to excellence.

Welcome to Toby Fernie | Monterey CA Realtor, your trusted partner in real estate located in the heart of Monterey, California. Situated at 261 Webster Street, our office is dedicated to providing exceptional real estate services to clients looking to buy, sell, or invest in the beautiful Monterey Peninsula and surrounding areas. With a deep understanding of the local market, Toby Fernie brings a wealth of experience and a personalized approach to every transaction. Whether you're a first-time homebuyer, seeking a luxury estate, or looking to sell your property quickly and efficiently, Toby is committed to achieving your real estate goals with integrity and professionalism.

Welcome to Found It - Your Best Edge Real Estate, where your real estate dreams become reality! Located at 146 San Miguel Drive, Camarillo, California, Mary and Dan offer unparalleled service with a unique dual perspective that benefits both Buyers and Sellers. With CA DRE #02148328, they bring innovation and experience to every transaction, ensuring a seamless and rewarding process. When you work with Mary or Dan, you benefit from the strengths of both, as they collaborate to fill in each other’s blanks. Their strategic approach ensures Sellers get their homes sold faster and for over 5% more than the market average, with most listings selling within 14 days. For Buyers, their track record is equally impressive, with 91% of their offers getting accepted, often on the first try.

Fidelity National Title is a trusted institution located at 1234 Monterey Street in San Luis Obispo, California. We provide comprehensive title insurance and escrow services to protect your real estate investment. Our experienced team is dedicated to ensuring a smooth and secure transaction process for our clients. With a commitment to excellence and integrity, Fidelity National Title is your go-to choice for all your title and escrow needs in the United States.

Parks Rachelle is a reputable law firm located at 444 Pearl Street in the beautiful city of Monterey, 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 business dispute, Parks Rachelle is here to help. With a commitment to excellence and a track record of success, you can trust us to fight for your rights and protect your best interests. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

"Dorset Katherine J" is a reputable law firm located at 444 Pearl Street in Monterey, California. Specializing in various legal matters, the institution provides expert legal services to clients in need of professional representation. With a team of experienced lawyers, "Dorset Katherine J" is committed to delivering personalized solutions and achieving favorable outcomes for their clients. Whether you are seeking assistance with a personal injury case, family law matter, or estate planning, you can trust "Dorset Katherine J" to provide reliable and effective legal support.

JRG Attorneys At Law is a trusted full-service law firm located at 744 Pine Street in Paso Robles, California. With additional locations in Salinas, Monterey, Hollister, and Watsonville, we serve clients throughout the Central Coast and beyond. Our team is deeply rooted in the local communities and provides legal services statewide, including in Monterey, San Benito, and Santa Cruz Counties. Specializing in complex litigation, estate planning, business law, land use, and real estate cases, our experienced attorneys offer comprehensive and trusted guidance to individuals and businesses. We are committed to providing seamless navigation through the legal system and exceeding our clients' expectations.

Adams & Lucero is a reputable law firm located at 992 Monterey Street in San Luis Obispo, California. Specializing in a variety of legal services, the experienced team at Adams & Lucero is dedicated to providing top-notch representation and personalized solutions for their clients. With a focus on professionalism, integrity, and excellence, Adams & Lucero is committed to achieving the best possible outcomes for their clients. Whether you are in need of legal advice, representation in court, or assistance with a complex legal matter, Adams & Lucero is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Samie Law Firm is a reputable legal institution located at 2414 South Garfield Avenue in Monterey Park, California. Specializing in various areas of law, 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, our firm is here to help. With a commitment to excellence and a passion for justice, Samie Law Firm is the trusted choice for individuals seeking skilled legal representation in the United States.

The Fong Law Group Inc. is a reputable law firm located at 300 South Garfield Avenue in Monterey Park, California. Specializing in various areas of law, the dedicated team of lawyers at Fong Law Group Inc. provide expert legal services to clients in need of professional representation. With a strong commitment to delivering personalized and effective legal solutions, Fong Law Group Inc. is known for their integrity, expertise, and dedication to achieving favorable outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, Fong Law Group Inc. is here to assist you every step of the way.

Maple Leaf RV Park is a versatile institution located at 15200 Monterey Street in Morgan Hill, California. This multi-faceted establishment offers a range of services including campground facilities, a car dealership, lodging options, park amenities, real estate agency services, RV park accommodations, a store for camping essentials, and a travel agency to help plan your next adventure. Whether you're looking to park your RV, purchase a vehicle, find a place to stay, explore the outdoors, or plan a trip, Maple Leaf RV Park has you covered. Experience convenience and comfort at this all-in-one destination in the beautiful city of Morgan Hill.

Pacific Vista Apartments is a premier real estate agency located at 57 Soledad Drive in beautiful Monterey, California. Our apartments offer stunning views of the Pacific Ocean and are just a short distance from the beach. With modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options, Pacific Vista Apartments is the perfect place to call home. Our friendly staff is dedicated to providing exceptional service to our residents, making sure they have everything they need to live comfortably and happily. Experience the best of coastal living at Pacific Vista Apartments.

Prospectors Property Management Inc is a reputable property management company located at 17100 Monterey Street in Morgan Hill, California, United States. With a team of experienced professionals, Prospectors Property Management Inc specializes in providing top-notch property management services for residential and commercial properties. From tenant screening and lease agreements to maintenance and rent collection, they handle all aspects of property management with efficiency and professionalism. Trust Prospectors Property Management Inc to take care of your property investment and ensure a stress-free experience for both property owners and tenants.

Vega Investments is a prestigious financial institution located at 498 Pearl Street in the beautiful city of Monterey, California. With a reputation for excellence and expertise in the world of finance, Vega Investments offers a wide range of services including investment management, financial planning, and wealth preservation. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth or plan for retirement, Vega Investments is here to provide you with personalized solutions and guidance every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Armendariz Legal Documents is a trusted institution located at 8545 Monterey Street in Gilroy, California, United States. We specialize in providing a wide range of legal document preparation services to meet the needs of our clients. Our team of experienced professionals is dedicated to delivering high-quality, accurate, and timely services to ensure the satisfaction of our customers. Whether you need assistance with estate planning, immigration paperwork, or any other legal documents, Armendariz Legal Documents is here to help. Contact us today to learn more about how we can assist you with your legal document needs.

Global 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.

Mobile Notary Rose is a finance institution located at 400 South Atlantic Boulevard in Monterey Park, California. Specializing in Mobile Notary services in the West San Gabriel Valley area, Mobile Notary Rose now also offers daytime appointments at their office location. Visit them at Suite #228 to have your documents notarized efficiently and conveniently.