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TOP 30 Estate planning services in Santa Clara, CA
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Mylo Santa Clara Apartments
Mylo Santa Clara Apartments is a premier real estate agency located at 3710 El Camino Real in Santa Clara, California. Our luxurious apartments offer a perfect blend of comfort and style, with modern amenities and spacious floor plans. Our prime location in the heart of Santa Clara provides easy access to shopping, dining, and entertainment options. Whether you're looking for a cozy studio or a spacious two-bedroom apartment, Mylo Santa Clara Apartments has the perfect home for you. Experience upscale living at its finest with our top-notch customer service and attention to detail. Schedule a tour today and discover your new home at Mylo Santa Clara Apartments.
Gail C. Moser - Bankruptcy and Estate Planning Attorney
Gail C. Moser is a highly experienced bankruptcy and estate planning attorney based in Santa Clara, California. With a proven track record of success, Gail is dedicated to helping clients navigate the complexities of bankruptcy and estate planning with expertise and compassion. Located at 4701 Patrick Henry Drive, Gail C. Moser's office provides personalized legal services tailored to each client's unique needs. Whether you are facing financial difficulties or need assistance with estate planning, Gail C. Moser is committed to providing top-notch legal representation to help you achieve your goals.
Marsala Law Firm | San Jose Living Trust & Estate Planning
Marsala Law Firm, located at 6203 San Ignacio Avenue in San Jose, California, is dedicated to providing top-notch estate planning services to ensure your family's future is secure. Attorney Jeannette Marsala is passionate about helping families avoid conflict and collapse after the death or disability of a loved one. With a focus on growing families, the firm understands the busy lives of its clients and strives to provide ease, convenience, and efficiency in the estate planning process. Jeannette Marsala is a licensed estate planning attorney in California who is committed to guiding you through the process of creating a plan that will protect your assets and loved ones. Whether you are a parent, part of a blended family, or planning for the end of a relationship, Marsala Law Firm can help you make the right decisions for your future.
A3C Financial Services
A3C Financial Services is a reputable accounting and finance institution located at 1700 Wyatt Drive in Santa Clara, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, budgeting, and financial planning. Our goal is to help individuals and businesses achieve their financial goals through personalized and reliable services. Contact us today to schedule a consultation and learn how we can assist you in managing your finances effectively.
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC
Sarah Clish is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Sarah holds several prestigious certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more. These certifications demonstrate her expertise in asset management, estate planning, investment strategies, and retirement planning. She is also trained in behavioral financial advising, philanthropy, fixed-rate and variable annuities, and issues impacting seniors and those planning for retirement. Sarah is committed to providing comprehensive financial planning services to her clients, helping them achieve their financial goals and secure their financial future.
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC
Phuong Pham - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Phuong Pham holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications demonstrate Phuong Pham's expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Phuong Pham is dedicated to providing high-quality financial advice to clients in San Jose and beyond.
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Chang is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, United States. Daniel holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and comprehensive financial planning, Daniel provides personalized wealth management solutions to individuals, retirees, small business owners, and high net worth clients. His commitment to ongoing education and training ensures that he stays up-to-date on the latest financial trends and strategies to help his clients achieve their financial goals. Whether you are looking for retirement planning advice, estate planning services, or investment management solutions, Daniel Chang is a trusted advisor who can help you navigate the complexities of wealth management.
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC
Robert Adams - Private Wealth Advisor, Ameriprise Financial Services, LLC is a highly reputable finance institution located at 225 West Santa Clara Street in San Jose, California, United States. As a trusted advisor, Robert Adams provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Robert Adams offers expert guidance on investment strategies, retirement planning, estate planning, and more. Clients can expect tailored solutions and a commitment to delivering exceptional service at Ameriprise Financial Services, LLC.
James Motteler - Financial Advisor, Ameriprise Financial Services, LLC
James Motteler is a Financial Advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street, San Jose, California, United States. James Motteler holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate James Motteler's expertise in asset management, retirement planning, estate planning, investment strategies, and more. James Motteler is dedicated to providing comprehensive financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement.
Michael Adiutori - Financial Advisor, Ameriprise Financial Services, LLC
Michael Adiutori is a dedicated financial advisor working at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. With a focus on providing personalized financial planning and investment strategies, Michael helps clients navigate their financial goals and secure their financial future. As a trusted professional in the finance industry, he is committed to helping individuals and families achieve their financial aspirations. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Michael Adiutori is here to provide expert guidance and support. Contact him today to schedule a consultation and take the first step towards a more secure financial future.
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC
Daniel Martin - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 225 West Santa Clara Street, San Jose, California, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial services to individuals and businesses, with a focus on ethical practices and continuing education for its advisors.
Pamela Matthews - Financial Advisor, Ameriprise Financial Services, LLC
Pamela Matthews is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Pamela Matthews is dedicated to providing comprehensive financial services to her clients.
James Park - Branch Manager, Ameriprise Financial Services, LLC
James Park is the Branch Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street, San Jose, California, United States. Ameriprise Financial has been recognized as one of Investor’s Business Daily’s Most Trusted Wealth Managers. James Park provides personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. Interested individuals can schedule a complimentary initial consultation to learn more about how James Park can help achieve financial goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. James Park may conduct securities business with residents of states where properly registered. Referrals are welcomed, and friends or family members can expect to hear from James Park soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Davin Lundgren - Associate Manager, Ameriprise Financial Services, LLC
Davin Lundgren is an Associate Manager at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. The institution offers a range of financial services and certifications to ensure the highest level of expertise and professionalism. Davin Lundgren holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating a commitment to providing comprehensive and specialized financial advice. With a focus on asset management, retirement planning, estate planning, and investment strategies, clients can trust Davin Lundgren for expert financial guidance.
Joe Guttadauro - Financial Advisor, Ameriprise Financial Services, LLC
Joe Guttadauro is a financial advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California. He holds multiple certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, and investment strategies. Joe Guttadauro is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. He is committed to upholding a high standard of ethics and continuing education to ensure his clients receive the best possible financial guidance. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Joe Guttadauro is here to help.
Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC
Dianne Lynch - Financial Advisor, Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California, offers a wide range of financial services to meet the needs of individuals and businesses. Dianne Lynch holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, and AWMA℠, demonstrating her expertise in asset management, estate planning, investment strategies, and more. Additionally, Dianne is a Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), and Certified Divorce Financial Analyst, providing specialized services to clients in various financial situations. With a commitment to excellence and ongoing education, Dianne Lynch is dedicated to helping clients achieve their financial goals.
Eric Stryker - Financial Advisor, Ameriprise Financial Services, LLC
Eric Stryker is a Financial Advisor at Ameriprise Financial Services, LLC located at 225 West Santa Clara Street in San Jose, California, United States. Eric holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial solutions, Eric is dedicated to helping individuals achieve their financial goals and secure their future. Whether you are a retiree, small business owner, or high net worth client, Eric Stryker is committed to providing personalized financial advice tailored to your specific needs.
RC Blackwell's Tax Service
RC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
Sunwise Law APC
Sunwise Law APC is a reputable law firm located at 5201 Great America Parkway in Santa Clara, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are in need of assistance with business law, estate planning, or personal injury cases, our firm is committed to guiding you through the legal process with skill and expertise. Trust Sunwise Law APC to protect your rights and advocate for your best interests.
The H Law Group
The H Law Group is a reputable law firm located at 75 East Santa Clara Street in San Jose, 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 a criminal defense matter, or require help with a business dispute, our skilled attorneys are here to help. Trust The H Law Group for expert legal representation in the heart of Silicon Valley.
Lindsay F Nielson Law Offices
Lindsay F Nielson Law Offices is a reputable legal institution located at 845 East Santa Clara Street in Ventura, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of expert guidance and representation. With a strong track record of success, Lindsay F Nielson Law Offices is known for their professionalism, integrity, and commitment to achieving positive outcomes for their clients. Whether you are facing a complex legal issue or simply need legal advice, you can trust Lindsay F Nielson Law Offices to advocate for your rights and protect your best interests.
Law Office of Charlene S. Chang
The Law Office of Charlene S. Chang is a reputable legal institution located at 3375 Scott Boulevard in Santa Clara, California. Specializing in various areas of law, including family law, estate planning, and business law, Charlene S. Chang and her team provide expert legal advice and representation to clients in the Santa Clara area. With a commitment to personalized service and attention to detail, clients can trust the Law Office of Charlene S. Chang to handle their legal matters with professionalism and expertise.
Cobalt Apartments
Cobalt Apartments is a premier real estate agency located at 50 Saratoga Avenue in Santa Clara, California. Our luxurious apartments offer modern amenities, spacious floor plans, and stunning views of the surrounding area. Our dedicated team of professionals is committed to providing exceptional service to our residents, ensuring a comfortable and convenient living experience. With a prime location in the heart of Silicon Valley, Cobalt Apartments is the perfect place to call home for those looking for upscale living in a vibrant community. Contact us today to schedule a tour and see why Cobalt Apartments is the ideal choice for your next home.
Cedartree Apartments
Cedartree Apartments is a prestigious real estate agency located at 2420 Pacific Drive in the vibrant city of Santa Clara, California. Our apartments are nestled in a serene and picturesque setting, offering residents a peaceful retreat from the hustle and bustle of city life. Our professional team is dedicated to providing top-notch service and helping clients find their perfect home. With a variety of floor plans and amenities to choose from, Cedartree Apartments is the ideal place to call home in the heart of Silicon Valley.
Halford Gardens Apartments
Halford Gardens Apartments is a premier real estate agency located at 1901 Halford Avenue in Santa Clara, California. Our apartments offer a peaceful and luxurious living experience in the heart of Silicon Valley. With beautifully landscaped gardens, spacious floor plans, and top-notch amenities, Halford Gardens Apartments is the perfect place to call home. Our friendly and professional staff are dedicated to providing exceptional service to our residents, making sure their needs are always met. Come experience the ultimate in apartment living at Halford Gardens Apartments.
Riley Square Apartments
Riley Square Apartments is a premier real estate agency located at 3707 Poinciana Drive in the vibrant city of Santa Clara, California. Our luxurious apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. With a dedicated team of professionals committed to providing exceptional service, Riley Square Apartments is the perfect place to call home in the heart of Silicon Valley. Experience luxury living at its finest at Riley Square Apartments.
Orchard Glen Apartments
Orchard Glen Apartments is a premier real estate agency located at 101 Saratoga Avenue in Santa Clara, California. Our luxurious apartments offer a tranquil and upscale living experience in the heart of Silicon Valley. With modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options, Orchard Glen Apartments is the perfect place to call home. Our dedicated team is committed to providing exceptional service and ensuring that our residents have a comfortable and enjoyable living experience. Come experience the luxury and convenience of Orchard Glen Apartments today!
Park Central Apartments
Park Central Apartments is a premier real estate agency located at 1050 Benton Street in Santa Clara, California. Our luxury apartments offer a perfect blend of comfort, convenience, and style. With spacious floor plans, modern amenities, and a prime location in the heart of Silicon Valley, Park Central Apartments is the ideal choice for those seeking a vibrant urban lifestyle. Our friendly staff is dedicated to providing top-notch customer service and ensuring that residents feel right at home. Experience the ultimate in apartment living at Park Central Apartments.
James Frangos Law Offices
James Frangos Law Offices, located at 411 Borel Avenue in San Mateo, California, is a trusted institution specializing in various legal services. Led by the experienced attorney James D. Frangos, the law offices have been serving the Bay Area community for years. With a focus on probate matters, estate planning, conservatorship proceedings, unlawful detainers, wills and trusts, as well as family law and personal injury cases, the institution is dedicated to providing top-notch legal representation to its clients. Serving clients from Alameda, San Francisco, San Mateo, Santa Clara counties, and even as far north as Sacramento, James Frangos Law Offices is known for its professionalism, expertise, and commitment to achieving favorable outcomes for its clients.
Law Office of Janet L. Brewer
The Law Office of Janet L. Brewer, located at 4 Main Street in Los Altos, California, is dedicated to helping individuals protect their assets and plan for the future generations. With over 30 years of experience as a certified estate planning and probate attorney, Janet Brewer specializes in estate planning for clients in Silicon Valley and the Bay Area. With a focus on international estate planning, Janet can assist non-residents investing in the Bay Area housing market or U.S. citizens with non-resident spouses navigate the complexities of estate and gift taxes. Her expertise in this area ensures that families receive accurate and thorough information to minimize the impact of U.S. estate and gift taxes on their assets.
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