Estate planning services in San Jose, CA
211 results found
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BoyesLegal, APC
● ClosedBoyesLegal, APC is a reputable law firm located at 84 West Santa Clara Street in San Jose, California, United States. Specializing in various legal services, including real estate, estate planning, probate, business law, and personal injury claims, our firm is known for providing trustworthy advice and informed advocacy to clients throughout California. Whether you need assistance with a real estate transaction, drafting a will, resolving a business dispute, or pursuing a personal injury claim, our experienced attorneys are here to help. Real estate transactions in California can be complex, but with the guidance of our skilled real estate attorneys, the process can be smooth and stress-free. From buying or selling a home to handling disputes with buyers, sellers, or contractors, we have the knowledge and expertise to protect your interests and ensure a successful outcome.
84 W Santa Clara St # 490, San Jose, CA 95113, United States -
Insight Legal, P.C.
● ClosedInsight Legal, P.C. is a reputable law firm located in San Jose, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. We specialize in various areas of law, including business law, real estate law, and estate planning. At Insight Legal, P.C., we are committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Visit us at 1172 Murphy Avenue to discuss your legal needs with our skilled attorneys.
1172 Murphy Ave Suite 231, San Jose, CA 95131, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's 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, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. 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, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
First Street Wealth Advisors
● OpenFirst Street Wealth Advisors is a leading finance institution located at 2635 North First Street in San Jose, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to guide you every step of the way. With a focus on transparency, trust, and integrity, First Street Wealth Advisors is committed to helping you build and protect your wealth for a secure financial future. Contact us today to schedule a consultation.
2635 N First St #230, San Jose, CA 95134, United States -
Corinthian Wealth Management
● OpenCorinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.
1625 The Alameda UNIT 308, San Jose, CA 95126, United States -
Cetera Wealth Partners is a region of Cetera Advisor Networks LLC
● ClosedCetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.
31 E Julian St, San Jose, CA 95112, United States -
Sun Financial Group
● ClosedSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States -
Merrill Lynch Financial Advisor Dione Luu-Wong
● OpenMerrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.
560 S Winchester Blvd, San Jose, CA 95128, United States -
The Alameda Financial Group
● ClosedThe Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.
1541 The Alameda, San Jose, CA 95126, United States -
Merrill Lynch Financial Advisor Kevin 'Johnny' Chen
● OpenMerrill Lynch Financial Advisor Kevin 'Johnny' Chen is located at 560 South Winchester Boulevard, San Jose, California, United States. As a Senior Financial Advisor, Kevin provides personalized financial strategies for High Net Worth Individuals, Professionals, Business Owners, Startup Companies, and Multi-Generational Families. He offers services such as personal portfolio management, retirement income planning, estate planning, and endowment fund management. Kevin also specializes in ESG investing, corporate benefit plans, and liability restructuring. With a passion for helping startup companies and founders, Kevin guides clients through the entire business cycle. He believes in understanding each client's goals and priorities to create a customized wealth management strategy. Through the Merrill Personal Wealth Analysis™, Kevin helps clients build and document personalized plans centered on their aspirations. By staying informed of life changes and financial market fluctuations, Kevin ensures that clients stay on track to achieve their goals. With a focus on building a strong client-advisor relationship, Kevin is dedicated to helping clients pursue financial success and wealth preservation.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Legacy Resources Group
● ClosedLegacy Resources Group is a reputable finance institution located at 1141 Ringwood Court in San Jose, California, United States. With a team of experienced professionals, Legacy Resources Group provides top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Legacy Resources Group is dedicated to helping you achieve your financial goals. Trust in Legacy Resources Group for all your financial needs.
1141 Ringwood Ct STE 140, San Jose, CA 95131, United States -
TOWER ACCOUNTING
● ClosedTower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.
3435 Blue Mountain Dr, San Jose, CA 95127, United States -
Kathryn Calderon - Private Client Advisor
● OpenKathryn Calderon - Private Client Advisor is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Services offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, working with you to create personalized investment management strategies to help you reach your financial objectives. With a focus on market shifts and life stages, the institution's experienced team makes key decisions based on asset allocation, risk evaluation, and portfolio construction. They offer direct access to decision makers and provide a range of investment options, including alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday, the institution's wealth advisors are available to assist with your wealth management needs. BMO Wealth Management, including BMO Bank N.A., BMO Family Office, and BMO Delaware Trust Company, offers a range of services to help you achieve your financial goals. Please note that estate planning and legal advice are not provided by BMO Bank N.A. and its affiliates. Banking products are subject to approval and are provided by BMO Bank N.A. Member FDIC.
50 W San Fernando St Suite 425, San Jose, CA 95113, United States -
Hadi Ahmadi Aval, Founder - Aval Financial Strategies And Insurance Solutions, Inc.
● OpenHadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.
550 S Winchester Blvd #405, San Jose, CA 95128, United States -
Mariner Wealth Advisors
● OpenMariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.
99 S Almaden Blvd #730, San Jose, CA 95113, United States -
Maria D Boisvert - RBC Wealth Management Financial Advisor
● ClosedMaria D Boisvert - RBC Wealth Management Financial Advisor is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor, Maria D Boisvert provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Maria D Boisvert offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Maria D Boisvert is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Maria D Boisvert - RBC Wealth Management Financial Advisor to provide you with the expertise and support you need to secure your financial future.
99 S Almaden Blvd Suite 300, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Huan "Ruth" Lai
● Open. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.
560 S Winchester Blvd, San Jose, CA 95128, United States -
Moskowitz LLP
● ClosedMoskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.
2150 N First St 4th Floor, San Jose, CA 95131, United States -
Potentia Tax
● ClosedPotentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.
1226 Lincoln Ave # 110, San Jose, CA 95125, United States -
Fitzpatrick & Tucker Inc
● OpenFitzpatrick & Tucker Inc. is a reputable accounting and finance institution located at 4040 Moorpark Avenue in San Jose, California. Our team of experienced professionals takes the time to understand the unique needs of each client and provide high-quality, personalized service. We offer a wide range of services, including tax preparation and planning for individuals and businesses, accounting and financial reporting, QuickBooks services, and estate and trust services. At Fitzpatrick & Tucker Inc., we prioritize competence, timeliness, and cost-effectiveness to ensure our clients receive the best possible outcome. Visit our Tax Center for valuable resources and information on tracking refunds, tax tips, and more. Trust Fitzpatrick & Tucker Inc. for all your accounting and financial needs.
4040 Moorpark Ave # 112, San Jose, CA 95117, United States -
Shannon & Snyder CPAs
● OpenShannon & Snyder CPAs is a reputable institution located at 650 North Winchester Boulevard in San Jose, California. Specializing in accounting, finance, and real estate services, our experienced team of professionals is dedicated to providing top-notch financial solutions to our clients. Whether you need help with tax preparation, financial planning, or real estate investments, Shannon & Snyder CPAs is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care.
650 N Winchester Blvd # 6, San Jose, CA 95128, United States -
Cal Pro Investments
● OpenCal Pro Investments is a reputable accounting and finance institution located at 1960 Fruitdale Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, investment planning, or retirement savings, Cal Pro Investments is dedicated to providing top-notch expertise and personalized service to meet your needs. Trust Cal Pro Investments to help you navigate the complex world of finance with confidence and peace of mind.
1960 Fruitdale Ave, San Jose, CA 95128, United States -
Cindy Ho Law, APC
● ClosedCindy Ho Law, APC is a premier institution located at 333 West Santa Clara Street in San Jose, California, United States. Specializing in accounting, finance, and legal services, Cindy Ho has over 18 years of experience in tax matters and was a former managing attorney at a multi-practice law firm. With expertise in tax compliance, audit negotiation, and tax settlements, Cindy defends taxpayers in various courts and taxing agencies. Our team of attorneys is well-versed in federal, state, and local tax law, providing assistance with individual and business tax issues such as collection, settlement, compliance, audit examination, litigation, and foreign tax representation. We also offer services for business formation, negotiation, agreements, due diligence, and compliance with taxing agencies.
333 W Santa Clara St #805, San Jose, CA 95113, United States -
Hensel Phelps Construction Co
● OpenHensel Phelps Construction Co. Welcome to Hensel Phelps Construction Co., your trusted general contractor located at 1600 West Imperial Highway, Los Angeles, California. With a rich history of excellence since 1967, Hensel Phelps has been a cornerstone in California's construction landscape. Our Southern California Regional office, established in 1989, continues to deliver outstanding services across a diverse range of industries.
1600 West Imperial Highway, Los Angeles, California 90047, United States -
Old Salt Lake Historical Marker
● OpenWelcome 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.
Redondo Beach, California 90277, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
2310 East Ponderosa Drive, Camarillo, California 93010, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome 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.
Park Avenue, Long Beach, California 90803, United States -
Charmaine's Rooftop Bar & Lounge
● ClosedWelcome to Charmaine's Rooftop Bar & Lounge, an exquisite destination perched 120 feet above Market Street in the vibrant heart of San Francisco. Nestled atop the San Francisco Proper Hotel at 45 McAllister St, this chic and lively rooftop bar offers a unique blend of European terrace elegance and the refreshing, laid-back spirit of California cool. Recognized as one of “THE BEST ROOFTOP BARS IN THE U.S.” by Condé Nast Traveler, Charmaine's is a rare gem in the city, offering a stunning panoramic view that pairs perfectly with a delightful selection of innovative cocktails crafted by the renowned BVHospitality. Whether you're enjoying a casual evening with friends or a special celebration, our menu features an array of vibrant flavors, original combinations, and unique bitters and syrups that promise to tantalize your taste buds.
45 McAllister St, San Francisco, CA 94102, United States -
Carmel Fields by Wedgewood Weddings
● OpenWelcome to Carmel Fields by Wedgewood Weddings, a stunning wedding venue nestled along the breathtaking central California coast in Carmel-by-the-Sea. Located at 4860 Carmel Valley Road, this venue offers unparalleled views across Monterey County, making it a perfect choice for both destination weddings and local Monterey couples seeking a picturesque setting for their special day. At Carmel Fields, you have the option to exchange vows at the intimate garden ceremony site, surrounded by lush trees and the natural beauty of Palo Corona Regional Park, or opt for a romantic beach wedding at Monastery Beach with the dramatic coastline as your backdrop. This Spanish Colonial-style venue is surrounded by towering oaks and pines, offering a serene and enchanting atmosphere for your "I Do's."
4860 Carmel Valley Road, Carmel-by-the-Sea, California 93923, United States
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