Estate planning services in Newport Beach, CA
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Symons Law Group APC
● OpenSymons Law Group APC is a reputable law firm located at 4425 Jamboree Road in Newport Beach, California. With a team of experienced attorneys, they specialize in a wide range of legal services including personal injury, civil litigation, business law, and estate planning. Their dedication to providing personalized and effective legal representation sets them apart from other firms in the area. Clients can expect top-notch service and strategic legal solutions tailored to their specific needs. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Symons Law Group APC is committed to helping you achieve the best possible outcome.
4425 Jamboree Rd # 175, Newport Beach, CA 92660, United States -
Briggs & Alexander, A Professional Law Corporation
● ClosedBriggs & Alexander, A Professional Law Corporation is a highly-respected legal institution located in Newport Beach, California. Our team of experienced lawyers specializes in a wide range of legal services, including business law, real estate law, and estate planning. With a commitment to providing personalized and efficient legal solutions, our firm is dedicated to helping clients navigate complex legal issues with ease. Conveniently situated at 4300 Campus Drive, our office is easily accessible for clients in the Newport Beach area. Trust Briggs & Alexander, A Professional Law Corporation for all of your legal needs.
4300 Campus Dr Suite 210, Newport Beach, CA 92660, United States -
Morkos Law Firm
● OpenMorkos Law Firm is a reputable legal institution located at 4540 Campus Drive in Newport Beach, California. With a team of experienced and dedicated attorneys, we specialize in a wide range of legal services including personal injury, family law, estate planning, and business litigation. Our firm is committed to providing personalized and effective legal representation to our clients, helping them navigate through complex legal matters with ease. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
4540 Campus Dr Suite 128, Newport Beach, CA 92660, United States -
Shalchi Burch LLP
● ClosedShalchi Burch LLP is a prestigious law firm located at 23 Corporate Plaza Drive in Newport Beach, California. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, and estate planning. Known for their dedication to providing top-notch legal representation and personalized service, Shalchi Burch LLP is committed to helping clients navigate complex legal issues with confidence and ease. Whether you are a business owner, homeowner, or individual seeking legal assistance, you can trust Shalchi Burch LLP to provide expert guidance and support every step of the way.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Saltarelli Law Corporation
● OpenSaltarelli Law Corporation is a prestigious law firm located at 100 Bayview Circle in Newport Beach, California. With a team of experienced and dedicated attorneys, we provide expert legal services in a wide range of practice areas including business law, real estate law, estate planning, and litigation. Our firm is committed to providing personalized and strategic legal solutions to meet the unique needs of each client. Whether you are a business owner, individual, or family seeking legal guidance, Saltarelli Law Corporation is here to help you navigate the complexities of the legal system with professionalism and integrity. Contact us today to schedule a consultation and discover how we can assist you with your legal needs.
100 Bayview Cir #500, Newport Beach, CA 92660, United States -
Daily Aljian LLP
● ClosedDaily Aljian LLP is a prestigious law firm located in Newport Beach, California. With a prime location at 100 Bayview Circle, this institution specializes in providing top-notch legal services to clients in need of expert representation. The team of skilled lawyers at Daily Aljian LLP is dedicated to delivering professional and personalized assistance to individuals and businesses facing legal challenges. Whether you require assistance with a personal injury case, business litigation, or estate planning, Daily Aljian LLP is committed to advocating for your best interests. Trust Daily Aljian LLP to provide you with the legal guidance and support you need to navigate the complexities of the legal system.
100 Bayview Cir Suite 5500, Newport Beach, CA 92660, United States -
AVION LAW
● OpenAvion Law is a prestigious law firm located at 4695 Macarthur Court in Newport Beach, California. Our team of experienced attorneys specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and effective legal representation to help them achieve their goals. With a strong reputation for excellence and a commitment to client satisfaction, Avion Law is the go-to choice for individuals and businesses seeking top-notch legal services in the Newport Beach area.
4695 MacArthur Ct, Newport Beach, CA 92660, United States -
Neek Law Firm, APC
● OpenNeek Law Firm, APC is a boutique law firm located at 4590 Macarthur Boulevard in Newport Beach, California, United States. Specializing in corporate and commercial real estate matters, our team of legal experts has a proven track record in negotiating sale, purchase, and lease transactions. We also handle land entitlements, property development joint ventures, business contracts, and corporate formation and formalities. Whether you need assistance with partnerships, operating agreements, or corporate formations such as Corp, LLC, and LLP, Neek Law Firm is here to help. Visit our website to learn more about our services and how we can assist you with your legal needs.
4590 MacArthur Blvd, Newport Beach, CA 92660, United States -
Haddan & Zepfel LLP
● OpenHaddan & Zepfel LLP is a prestigious law firm located at 610 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and dedication to their clients, the firm specializes in a wide range of legal services including business law, real estate law, and estate planning. Their team of experienced attorneys are committed to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you are a business owner, real estate investor, or individual seeking estate planning advice, Haddan & Zepfel LLP is here to help you navigate the complexities of the legal system with confidence and peace of mind.
610 Newport Center Dr #330, Newport Beach, CA 92660, United States -
Hoover Law Office
● OpenHoover Law Office is a reputable legal institution located at 2435 East Coast Highway in Newport Beach, California. With a team of experienced and skilled attorneys, we provide comprehensive legal services to our clients in various areas of law including family law, estate planning, business law, and more. Our dedication to our clients and commitment to achieving the best possible outcomes sets us apart from other law firms in the area. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Hoover Law Office is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
2435 East Coast Hwy, Corona Del Mar, CA 92625, United States -
The Guerin Law Firm
● ClosedThe Guerin Law Firm, located at 1500 Quail Street in Newport Beach, California, offers litigation and transactional services for individuals and businesses. With a focus on business, probate, commercial, and real estate litigation, as well as business and real estate transactions, our dedicated attorneys strive to exceed client expectations and protect their interests. Whether handling collection matters, construction cases, serious injury cases, or financial services matters, our team works diligently to provide quality legal services. From documenting real estate transactions to preparing corporate formation and estate planning documentation, The Guerin Law Firm is committed to achieving the best results for our clients. Contact us at (949) 520-1803 for more information. Please note that using this website does not establish an attorney/client relationship.
1500 Quail St STE 260, Newport Beach, CA 92660, United States -
Phelps Law Group
● OpenPhelps Law Group is a reputable legal institution located at 23 Corporate Plaza Drive in Newport Beach, California. With a team of experienced attorneys, we specialize in a wide range of legal services including corporate law, real estate law, family law, and estate planning. Our dedicated team is committed to providing high-quality legal representation and personalized attention to each client. Contact us today for expert legal advice and representation.
23 Corporate Plaza Dr, Newport Beach, CA 92660, United States -
Law Offices of Craig Redler
● ClosedThe Law Offices of Craig Redler, located at 333 Bayside Drive in Newport Beach, California, offers comprehensive estate planning and asset protection services to help individuals and businesses safeguard their assets and secure their financial future. With over twenty years of experience in estate planning, Attorney Craig Redler specializes in developing personalized strategies to manage and mitigate potential litigation risks. By creating a customized estate plan, you can ensure that your loved ones are protected and that your financial wishes are carried out in the event of disability or death. In addition to traditional estate planning services, Craig Redler also offers asset protection planning to help safeguard your assets from potential lawsuits, claims, and other unforeseen events. By taking proactive steps to protect your assets, you can minimize the risk of losing your hard-earned property in a ruinous lawsuit. With a focus on personalized service and tailored solutions, Craig Redler works closely with clients to develop comprehensive estate, tax, and financial plans that meet their individual needs and goals.
333 Bayside Dr Suite 102, Newport Beach, CA 92660, United States -
EJD Law Group, APC
● OpenEJD Law Group, APC is a reputable law firm located at 4000 Macarthur Boulevard in Newport Beach, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you need assistance with personal injury cases, business law, real estate law, or estate planning, our skilled attorneys are here to help. With a commitment to excellence and client satisfaction, EJD Law Group, APC is your trusted partner in navigating the complexities of the legal system.
East Tower, 4000 MacArthur Blvd Suite 600, Newport Beach, CA 92660, United States -
Law Offices of Michael S. Harms
● ClosedThe Law Offices of Michael S. Harms, located at 2660 East Coast Highway in Newport Beach, California, offers a range of services in accounting, finance, and law. Specializing in Estate Planning, Trust Administration, Trust Litigation, and Probate, Michael S. Harms is a licensed attorney and C.P.A. in the State of California with a masters of taxation degree from NYU School of Law. With memberships in prestigious professional organizations such as The American Bar Association and The State Bar of California, Mr. Harms has extensive experience in preparing estate plans and representing clients in trust litigation and probates throughout California. Offering free one-hour consultations, the firm emphasizes the importance of estate planning for individuals of all ages and asset levels. With a focus on preserving hard-earned assets and minimizing costs, the Law Offices of Michael S. Harms provides comprehensive estate planning services including Living Trusts, Wills, Powers of Attorney, and Advanced Directives. The firm also guides clients through the process of transferring assets into their Living Trusts and offers assistance with amendments and successor trustee responsibilities. For personalized and professional estate planning services in California, contact the Law Offices of Michael S. Harms.
2660 East Coast Hwy, Corona Del Mar, CA 92625, United States -
Holstrom, Block & Parke, APLC
● ClosedHolstrom, Block & Parke, APLC is a reputable law firm located at 380 South Melrose Drive in Vista, California. With additional locations in Corona, Newport Beach, Temecula Valley, Riverside, and San Diego, we are dedicated to serving and protecting your interests with fast and effective solutions. Our team includes Certified Family Law Specialists recognized by the California State Board of Legal Specialization, offering expertise in areas such as divorce, child custody, child support, high asset divorce, family law mediation, collaborative divorce, domestic violence, estate planning, probate, wills, trusts, and appellate law. Trust us to provide quality legal services at all of our convenient locations.
380 S Melrose Dr, Vista, CA 92083, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Beacon Pointe Advisors
● Closediking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more.
24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Mercer Advisors Wealth Management
● ClosedMercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management. They understand the hard work and dedication it takes to build success, and they are here to help you continue to grow and protect your wealth. Unlike other firms, Mercer Advisors believes in a comprehensive approach to financial planning, including investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Tracy O. Jackson, James, Rudy, Erik, Iggy, and Colton, are dedicated to helping you connect all the dots of your financial life. With expertise in various areas of finance, they work together to provide personalized solutions that align with your goals and values. Whether you are a high-net-worth individual, a business owner, or a healthcare professional, Mercer Advisors can help you navigate your financial journey and enjoy the fruits of your labor.
620 Newport Center Dr #1030, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Samuel (Sam) Miller
● OpenBank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Martin Klein - RBC Wealth Management Financial Advisor
● ClosedMartin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors, located at 610 Newport Center Drive in Newport Beach, California, is a leading wealth advisor and Registered Investment Advisor firm. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe caters to institutions, defined contribution plans, individuals, and families. With a team of experienced investment advisors and financial planners, Beacon Pointe offers full-service financial planning and research-driven investment strategies. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more.
610 Newport Center Dr Suite 830, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
610 Newport Center Dr #280, Newport Beach, CA 92660, United States -
The Horgan Group Of Raymond James
● OpenThe Horgan Group of Raymond James is a leading finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust in The Horgan Group to provide expert guidance and support for all your financial needs.
660 Newport Center Dr, Newport Beach, CA 92660, United States -
Vartanyan Wealth Management
● ClosedVartanyan Wealth Management is a reputable finance and insurance agency located at 2043 Westcliff Drive in Newport Beach, California. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, we offer a range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Vartanyan Wealth Management to provide you with expert financial guidance and peace of mind.
2043 Westcliff Dr # 213, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Bryce R Mott
● ClosedWith over a decade of experience as a financial advisor at Merrill Lynch Wealth Management, Bryce R Mott offers a wide range of investment services at the institution located at 520 Newport Center Drive in Newport Beach, California. By utilizing the resources of Merrill Lynch Wealth Management and Bank of America, Bryce provides services such as wealth management, retirement planning, life insurance, and trust and estate planning. With a focus on understanding each client's individual goals and fears, Bryce creates customized investment plans to help clients achieve their financial objectives. In addition to his professional experience, Bryce holds FINRA Series 7 and 66 Registrations and an Insurance license. Outside of work, Bryce is actively involved in his community and enjoys activities such as CrossFit, soccer, and spending time at the beach with his family. As a client of Merrill Lynch Wealth Management, you can expect personalized service and a commitment to helping you reach your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Warren Street Wealth Advisors, LLC
● ClosedWarren Street Wealth Advisors, LLC is a finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. Our team of CFP® fiduciary advisors is dedicated to putting your best interests first. Since our establishment in 2015, we have prioritized our clients and strive to provide exceptional care and support for all their financial needs. When you work with a Warren Street advisor, you can expect personalized attention and expert guidance. Our team consists of four individuals, each with a specific role to ensure that every aspect of your financial plan is monitored and optimized. We are always available to answer your questions, address your concerns, and provide guidance on any financial decisions you may be considering.
4041 MacArthur Blvd Suite 400, Newport Beach, CA 92660, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held wealth management firm located at 5000 Birch Street, Newport Beach, California. With over 30 years of experience, our team focuses on creating practical goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients and their families by mapping out their future and defining their goals and dreams. Our goal-driven approach, guided by the Pence Principles and Pence Process, ensures that our clients' investments align with their objectives. We offer investment management services, estate planning guidance, and philanthropic support to help clients build a secure financial future. Recognized by Barron's Hall of Fame and Forbes, our team of skilled professionals is dedicated to providing quality comprehensive financial management to individual investors. Join us at our upcoming events to learn more about our specialized strategies and how we can help you plan for the future you want.
5000 Birch St #8000, Newport Beach, CA 92660, United States -
William Yuen - Raymond James
● OpenWilliam Yuen - Raymond James is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, William Yuen - Raymond James has the expertise and resources to provide top-notch financial solutions. Their team of experienced professionals is dedicated to providing personalized service and tailored advice to each client. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
Pacific Wealth Partners
● OpenPacific Wealth Partners is a premier financial institution located at 3333 West Coast Highway in Newport Beach, California. As a leading wealth management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced advisors offers a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At Pacific Wealth Partners, we are dedicated to helping our clients build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
3333 West Coast Hwy Suite #530, Newport Beach, CA 92663, United States
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