The 30 Best Estate planning services in Santa Cruz, California
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DCD Financial & Insurance Services
DCD Financial & Insurance Services is a reputable health and insurance agency located at 1123 Soquel Avenue in Santa Cruz, California, United States. Our dedicated team of professionals is committed to providing top-notch financial and insurance services to meet the diverse needs of our clients. With a focus on customer satisfaction and personalized solutions, we strive to ensure that our clients receive the best possible coverage and support. Contact us today to learn more about how we can help you navigate the complex world of health and insurance.
Senior Legal Services
Senior Legal Services is a reputable law firm located at 317 Soquel Avenue in Santa Cruz, California. Specializing in providing legal assistance to seniors, our team of experienced lawyers is dedicated to ensuring the rights and well-being of our elderly clients. From estate planning and probate to social security and elder abuse cases, we offer a wide range of legal services tailored to meet the specific needs of older individuals. With a compassionate and client-centered approach, Senior Legal Services is committed to providing high-quality legal representation for seniors in the Santa Cruz area.
Legal Document Services
Legal Document Services is a professional institution located at 104 Walnut Avenue in Santa Cruz, California. We specialize in providing high-quality legal document preparation services for individuals and businesses. Our team of experienced professionals is dedicated to ensuring accuracy and efficiency in all our work. Whether you need assistance with drafting contracts, filing court documents, or preparing estate planning documents, we are here to help. Trust Legal Document Services for all your legal document needs in the Santa Cruz area.
Blue Sky Real Estate and Management
Blue Sky Real Estate and Management is a client-focused real estate agency located at 412 Cedar Street in Santa Cruz, California. Serving all of Santa Cruz County, we are centrally located in downtown Santa Cruz, allowing us to keep a close eye on your investment property. We take care of both people and properties, building trusted relationships with our clients through direct communication and responsiveness to their needs. Contact us for a no-cost consultation to find out what your property should rent for, maximize its potential, and gain peace of mind knowing your investment is in good hands.
Countryside Financial Services
Countryside Financial Services is a trusted finance institution located at 411 Kelly Lane in the picturesque city of Santa Cruz, California, United States. With a commitment to providing top-notch financial solutions to individuals and businesses in the community, Countryside Financial Services offers a wide range of services including loans, investment advice, insurance, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to experience personalized service and expert financial guidance.
Notary Public Services
Notary Public Services is a trusted institution located at 104 Walnut Avenue in Santa Cruz, California, United States. As a finance institution, we provide professional and reliable notary services for all your important legal documents. Our experienced notaries are dedicated to ensuring that your paperwork is properly authenticated and legally binding. Whether you need a document notarized for real estate transactions, wills, powers of attorney, or any other legal matter, you can count on Notary Public Services to handle it with precision and efficiency. Visit us today for all your notary needs.
A Premium Tax Services & Notary
A Premium Tax Services & Notary is a trusted financial institution located in Santa Cruz, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services and notary services to individuals and businesses in the area. Whether you need help with tax preparation, filing, or notarizing important documents, we are here to assist you with personalized and efficient service. Trust A Premium Tax Services & Notary for all your financial needs.
Notary Public Luis Garcia Santa Cruz
Notary Public Luis Garcia Santa Cruz is a trusted finance institution located at 433 Cayuga Street in Santa Cruz, California. Our team of experienced professionals specializes in providing notary services to ensure that legal documents are properly authenticated and executed. With a commitment to accuracy and efficiency, we strive to assist our clients with all their notarization needs. Trust Notary Public Luis Garcia Santa Cruz for reliable and professional service in the Santa Cruz area.
Cruz Mobile Notary Service
Cruz Mobile Notary Service is a reliable and efficient finance institution located at 23111 Santa Cruz Highway in Los Gatos, California, United States. Our team of experienced notaries are dedicated to providing convenient and professional notary services on the go. Whether you need documents notarized at your home, office, or any other location, we are here to help. Trust Cruz Mobile Notary Service for all your notary needs.
Law Offices of Joel P Waelty - Santa Cruz
The Law Offices of Joel P. Waelty in Santa Cruz, California is a reputable legal institution specializing in various areas of law. Located at 101 Cooper Street, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need of assistance. Whether you are facing a personal injury case, need help with estate planning, or require legal representation in a criminal matter, the Law Offices of Joel P. Waelty is here to help. With a commitment to excellence and a track record of success, you can trust their team to handle your legal needs with professionalism and care. Contact them today for a consultation.
Law Offices of Tracey Rangel Cruz
The Law Offices of Tracey Rangel Cruz is a reputable law firm located at 1035 Santa Barbara Street in Santa Barbara, California. Specializing in various areas of law, including family law, criminal defense, and civil litigation, our team of experienced lawyers is dedicated to providing personalized and effective legal representation to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for those in need of legal assistance. Contact us today to schedule a consultation and learn how we can help with your legal needs.
Ponek Appraisal Service
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.
MainStreet Financial Planning, Inc
MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States. With a team of experienced financial advisors, MainStreet Financial Planning, Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment management, or estate planning services, MainStreet Financial Planning, Inc is dedicated to providing personalized and comprehensive financial solutions tailored to your specific needs. Trust MainStreet Financial Planning, Inc to guide you towards a secure financial future.
Coast Financial Services, Inc.
Coast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
Trish the Santa Cruz CPA
Trish the Santa Cruz CPA, located at 4630 Soquel Drive in Soquel, California, is a trusted institution specializing in accounting and finance services. Led by Patricia Beckwith, known as Trish, the institution offers personal and exceptional service with reasonable fees. Trish is experienced in all aspects of taxes, including individuals, businesses, trusts, estates, and IRS tax resolution services. Her mission is to provide superior client service and the highest quality professional income tax preparation and tax planning for small business owners, rental property owners, and individuals throughout Santa Cruz County. Clients rave about Trish's knowledge, easy-going nature, and expertise in the field. If you're looking for a CPA in Santa Cruz, Trish is the one to call.
Seth Wax - BancWest Investment Services Financial Advisor
Seth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.
Jerry Positeri - Financial Advisor, Ameriprise Financial Services, LLC
Jerry Positeri is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 1237 Soquel Avenue in Santa Cruz, California. With years of experience in the finance industry, Jerry provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Jerry Positeri and his team are dedicated to providing expert guidance and support every step of the way. Visit their office in Santa Cruz or contact them to schedule a consultation and start planning for a secure financial future.
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC
James Bizzack - Private Wealth Advisor, Ameriprise Financial Services, LLC is a leading financial institution located at 125 Water Street in Santa Cruz, California, United States. As a trusted advisor, James Bizzack provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, James offers comprehensive financial planning, investment management, and retirement planning services tailored to each client's unique needs. With a commitment to excellence and a dedication to client success, James Bizzack and his team at Ameriprise Financial Services, LLC are dedicated to helping clients secure their financial future.
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC
Bizzack Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located in Santa Cruz, California, United States. Specializing in wealth management and financial planning, our experienced team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, we strive to provide our clients with the guidance and support they need to secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
Chamberlain Financial Planning & Wealth Management
Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services. Located at 644 North Santa Cruz Avenue in Los Gatos, California, United States, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or manage your wealth effectively, Chamberlain Financial Planning & Wealth Management is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Ian McIntosh - Financial Advisor, Ameriprise Financial Services, LLC
Ian McIntosh is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Ian is committed to helping his clients achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Ian McIntosh can provide personalized financial advice and guidance to help you make informed decisions. Contact Ian McIntosh at Ameriprise Financial Services, LLC today to start planning for a brighter financial future.
Vikram Kohli - Financial Advisor, Ameriprise Financial Services, LLC
Vikram Kohli is a trusted financial advisor at Ameriprise Financial Services, LLC, located at 3130 De La Cruz Boulevard in Santa Clara, California. With years of experience in the finance industry, Vikram Kohli provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Vikram Kohli can help guide you through the complexities of the financial world. Contact Vikram Kohli at Ameriprise Financial Services, LLC today for expert financial advice and services.
Chamberlain Financial Planning & Wealth Management
Chamberlain Financial Planning & Wealth Management is a leading institution in Santa Cruz, California, specializing in accounting and finance services. Located at 125 Mission Street, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment management, or tax preparation, we are here to provide expert guidance and personalized solutions. Trust Chamberlain Financial Planning & Wealth Management to secure your financial future.
Lisa Rosenau - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lisa Rosenau is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 125 Water Street in Santa Cruz, California. With a focus on helping clients achieve their financial goals and build a secure future, Lisa provides personalized financial planning and investment advice. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Lisa Rosenau is dedicated to helping you navigate the complexities of the financial world. Contact her today to start on the path towards financial success.
New Century Tax Services Center
New Century Tax Services Center is a reputable institution located at 2395 De La Cruz Boulevard in Santa Clara, California, United States. Specializing in accounting and finance, our dedicated team of experts is committed to providing top-notch tax services to individuals and businesses. With years of experience and a strong track record of client satisfaction, we strive to ensure that all your financial needs are met with accuracy and efficiency. Whether you need assistance with tax preparation, bookkeeping, or financial planning, New Century Tax Services Center is here to help you navigate the complex world of finance with ease. Visit us today and let us take the stress out of managing your finances.
Bonny Doon Rd (Country Estates Terrace)
Welcome to Bonny Doon Rd (Country Estates Terrace), your convenient transit station located in the heart of Bonny Doon, California! Nestled in the picturesque surroundings of the Santa Cruz Mountains, our station serves as a vital hub for residents and visitors alike, providing easy access to the local community and beyond. Whether you're commuting to work, exploring the scenic beauty of the area, or connecting to other destinations, Bonny Doon Rd offers a seamless and efficient transit experience. Our well-maintained facilities ensure a comfortable waiting environment, while our friendly staff is always ready to assist with any inquiries you may have. Visit us at Bonny Doon, California 95060, and discover how our transit services can enhance your travel plans. Safe travels from Bonny Doon Rd (Country Estates Terrace) – your gateway to adventure in Northern California!
City of Santa Cruz Government Building
Welcome to the City of Santa Cruz Government Building, your central hub for local government services and community engagement. Conveniently located at 809 Center Street, Santa Cruz, California 95060, our facility is dedicated to serving the residents and visitors of Santa Cruz with professionalism and efficiency. As a local government office, we provide a wide range of services, including public records access, permit applications, community planning, and more. Our knowledgeable staff is committed to addressing your needs and ensuring that your experience is seamless and informative. Whether you're a resident seeking information or a visitor exploring our vibrant community, the City of Santa Cruz Government Building is here to assist you. Visit us today to learn more about our services and how we can support you in your civic endeavors.
Superior Court of Santa Cruz
Welcome to the Superior Court of Santa Cruz, located at 701 Ocean Street, Santa Cruz, California 95060. As a vital institution in the local government, we are dedicated to upholding justice and serving the community with integrity and professionalism. Our courthouse is a place where legal matters are addressed with fairness and respect, providing a venue for the resolution of civil, criminal, family, and probate cases. We are committed to ensuring accessible and transparent legal processes for all members of the Santa Cruz community. Whether you are seeking information, attending a hearing, or fulfilling civic duties, our knowledgeable staff is here to assist you. Visit us to experience a cornerstone of local governance, where the rule of law is maintained and justice is delivered.
Shoreline Mobile Estates
Welcome to Shoreline Mobile Estates, your premier destination for a relaxing and comfortable stay in beautiful Santa Cruz, California. Nestled at 1555 Merrill Street, our RV park offers a serene escape with convenient access to the vibrant attractions of the area. Whether you're passing through on a road trip or planning an extended stay, Shoreline Mobile Estates provides the perfect blend of tranquility and accessibility. Our well-maintained grounds and friendly atmosphere make us an ideal choice for travelers seeking a peaceful retreat. Enjoy the natural beauty of the California coastline, with local beaches just a short drive away. Our location also offers easy access to the lively downtown Santa Cruz, where you can explore a variety of dining, shopping, and entertainment options.
Law Office of Matthew Weisner
Welcome to the Law Office of Matthew Weisner, located at 501 Soquel Avenue in Santa Cruz, California. Our office is dedicated to providing high quality legal representation with a focus on immigration law. With over ten years of experience, Matthew Weisner is committed to guiding adults, children, and families through family-based, humanitarian, and removal defense immigration cases. Matthew Weisner understands the complexities of U.S. immigration law and stays up to date on legal developments to best serve his clients. He treats each client with respect, compassion, and responsiveness, working towards their unique goals with a goal-oriented approach. From green card applications to representation in front of an immigration judge, Matthew fights for his clients with expertise and professionalism.
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