TOP 30 Estate planning services near me in Santa Rosa, California

162 results found

Wine Country Redwood Estate is a premier real estate and travel agency located in the picturesque city of Santa Rosa, California. Situated at 2636 Knob Hill Drive, our agency specializes in luxury properties and vacation rentals in the heart of California's renowned wine country. Our team of experienced agents are dedicated to helping clients find their dream home or plan the perfect wine country getaway. Whether you are looking to buy, sell, or rent, Wine Country Redwood Estate is committed to providing exceptional service and making your real estate or travel experience unforgettable. Visit us today and let us help you discover the beauty and charm of Wine Country.

W Real Estate is a top-notch real estate agency located at 129 North Cloverdale Boulevard in Cloverdale, California. As the largest privately owned and operated real estate company north of the Golden Gate Bridge, we prioritize our clients and their goals above all else. Our team provides extraordinary marketing and customer service that sets us apart from the competition. Whether you are buying or selling a property in the Napa, Sonoma, Santa Rosa, or anywhere in the North Bay area, our experienced agents, such as Randy, will ensure a smooth and successful transaction. With a focus on professionalism, market knowledge, attention to detail, and integrity, W Real Estate is highly recommended for all your real estate needs. Contact us today for a personalized and exceptional client experience.

Phoenix Legal Services is a reputable law firm located at 1275 4th Street in Santa Rosa, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, we are here to help. Our commitment to excellence and personalized approach sets us apart from other firms. Contact Phoenix Legal Services today for expert legal advice and representation.

Paladin Fiduciary Services LLC is a reputable finance institution located at 6570 Oakmont Drive in Santa Rosa, California, United States. With a strong emphasis on trust and integrity, Paladin Fiduciary Services LLC provides a wide range of fiduciary and financial services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you need assistance with estate planning, investment management, or trust administration, Paladin Fiduciary Services LLC is committed to providing personalized solutions tailored to your specific needs. Trust in Paladin Fiduciary Services LLC for all your financial needs.

Graystone Consulting in Santa Rosa, a division of Morgan Stanley, is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California. With a focus on providing comprehensive wealth management solutions, our team of experienced professionals works closely with clients to develop personalized investment strategies that align with their financial goals and objectives. From retirement planning to estate management, we offer a wide range of services to help clients achieve long-term financial success. Contact us today to learn more about how Graystone Consulting can help you secure your financial future.

Jordan & Associates Retirement Services is a leading finance institution located at 100 Stony Point Road in Santa Rosa, California, United States. Specializing in retirement planning and services, our experienced team of professionals is dedicated to helping individuals achieve their financial goals for their golden years. With a focus on personalized strategies and expert guidance, we strive to provide our clients with peace of mind and financial security as they plan for retirement. Trust Jordan & Associates Retirement Services to navigate the complexities of retirement planning and help you build a stable financial future.

Brett Howard - Financial Advisor at Ameriprise Financial Services, LLC, located at 528 A Street, Santa Rosa, California, United States, offers a range of financial services to meet the needs of individuals and small business owners. Brett Howard holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethics and client needs, Brett Howard provides personalized financial advice to help clients achieve their financial goals. Additionally, Brett Howard specializes in serving veterans and military personnel through the Certified Military Financial Advisor® (CFMA®) designation. Contact Brett Howard - Financial Advisor for comprehensive and professional financial planning services.

Hank DesJardins is a financial advisor at Ameriprise Financial Services, LLC, located at 528 A Street in Santa Rosa, California. With a focus on understanding your financial goals and priorities, Hank provides personalized advice to help you prepare for both expected and unexpected life events. As a client of Ameriprise, you can feel more confident and in control of your financial future. Hank DesJardins offers complimentary initial consultations to individuals interested in improving their financial well-being. These consultations provide an overview of financial planning concepts without written analysis or recommendations. As a registered investment adviser, Ameriprise Financial Services, LLC offers a range of investment products and services to help you achieve your goals.

Marco Rivera - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 528 A Street, Santa Rosa, 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®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a variety of financial planning topics and demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and specialized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement or facing life transitions.

Brooks Crissey - Financial Advisor, Ameriprise Financial Services, LLC, located at 528 A Street in Santa Rosa, California, offers a wide range of financial services to individuals and small business owners. Brooks Crissey holds several prestigious certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. He is also a Certified Divorce Financial Analyst and a Certified Fund Specialist, providing expert advice on annuities and mutual funds. Additionally, Brooks Crissey is a Chartered Financial Consultant and a Certified Kingdom Advisor, offering biblically wise financial advice and personal growth strategies. With a focus on ethical practices and comprehensive financial planning, Brooks Crissey is dedicated to helping clients achieve their financial goals.

Raymond James Financial Services is a finance institution located at 1400 Fountaingrove Parkway in Santa Rosa, California, United States. They offer a wide range of financial services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted partner for individuals and businesses seeking sound financial advice.

Steve Bealey is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 611 Humboldt Street, Santa Rosa, California, United States. Steve holds multiple 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®. Steve is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, estate planning, investment strategies, and retirement planning, Steve is committed to helping clients achieve their financial goals. Contact Steve Bealey today for expert financial advice and personalized wealth management services.

Bollinger Glenn Guattery Gunn McAravey LLP Santa Rosa CPA Accountant is a reputable accounting firm located at 111 Santa Rosa Avenue in Santa Rosa, California. Specializing in accounting and finance services, their team of experienced certified public accountants (CPAs) provide expert financial guidance and support to individuals and businesses in the Santa Rosa area. With a commitment to excellence and a dedication to client satisfaction, Bollinger Glenn Guattery Gunn McAravey LLP is a trusted partner for all accounting and financial needs.

Lojas Multi-Service is a one-stop shop for all your financial, real estate, and travel needs. Conveniently located at 2675 Cleveland Avenue in Santa Rosa, California, this institution offers a wide range of services to help you with your financial planning, property buying or selling, and travel arrangements. Whether you need assistance with securing a loan, finding the perfect home, or booking a dream vacation, Lojas Multi-Service is here to help. With a team of experienced professionals, you can trust that you are in good hands when you choose this institution for all your needs.

Welcome to Mike Hansen Real Estate, your trusted partner in navigating the vibrant real estate market of Santa Rosa, California. Conveniently located at 6560 Petaluma Hill Road, our office is dedicated to providing personalized and professional real estate services to meet your unique needs. Whether you are buying, selling, or investing in property, our experienced team is committed to delivering exceptional service and expert guidance throughout your real estate journey. At Mike Hansen Real Estate, we pride ourselves on our deep knowledge of the local market and our commitment to client satisfaction. Our comprehensive services include residential and commercial property transactions, market analysis, property valuation, and strategic marketing plans tailored to achieve the best results for our clients. We understand that every real estate transaction is significant, and we are here to ensure a smooth, successful, and stress-free experience.

Veronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.

Paradise Ridge Winery is a destination fueled by a passion for wine, art, and community. Located at 4545 Thomas Lake Harris Drive in Santa Rosa, California, this establishment offers a unique experience that combines award-winning wines, stunning views, warm hospitality, seasonal culinary delights, and an impressive collection of large sculptures spread throughout the property. Whether you're looking to host a dream wedding, a corporate event, a private party, or simply enjoy a wine tasting, Paradise Ridge Winery has something for everyone. The estate exudes timeless elegance and can accommodate up to 150 guests for weddings and up to 250 guests for other events, ensuring a personalized and unforgettable experience.

Peckham Lamar is a prestigious law firm located at 555 Sebastopol Road in Santa Rosa, California, United States. Our team of experienced and dedicated lawyers specialize in a wide range of legal services, including personal injury, family law, estate planning, and more. With a commitment to providing top-notch legal representation and personalized attention to each client, Peckham Lamar is dedicated to helping individuals navigate the complexities of the legal system with ease and confidence. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

The Law Office of Tanya Brannan is a dedicated legal practice located at 2435 Professional Drive in Santa Rosa, California. Specializing in various areas of law, Tanya Brannan provides expert legal representation and guidance to clients in need. With a commitment to excellence and personalized service, the Law Office of Tanya Brannan is dedicated to helping individuals navigate the complexities of the legal system with confidence and ease. Whether you are facing a legal challenge or seeking legal advice, Tanya Brannan and her team are here to help you every step of the way.

De La Torre Law Firm is a reputable legal institution located at 427 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, their team of experienced lawyers is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, De La Torre Law Firm is here to help. With a commitment to excellence and a track record of successful outcomes, you can trust De La Torre Law Firm to advocate for your rights and best interests. Contact them today for expert legal guidance and representation.

Flahavan Law Offices is a reputable law firm located at 400 College Avenue in Santa Rosa, California. Specializing in various legal services, their team of experienced and dedicated lawyers are committed to providing high-quality representation to their clients. Whether you are in need of assistance with personal injury claims, family law matters, or estate planning, Flahavan Law Offices is here to help. With a focus on personalized attention and achieving the best possible outcomes for their clients, they are a trusted choice for legal representation in the Santa Rosa area.

Mike Runyan - LegalShield Independent Associate is a reputable finance institution located at 1945 Piner Road in Santa Rosa, California, United States. As an independent associate of LegalShield, Mike Runyan provides expert legal services and advice to individuals and businesses in need of financial protection. With a strong commitment to customer satisfaction and a track record of success, Mike Runyan is dedicated to helping clients navigate the complexities of the legal system and secure their financial futures. Whether you are looking for legal advice, identity theft protection, or assistance with estate planning, Mike Runyan - LegalShield Independent Associate is here to help. Contact us today to learn more about our services and how we can assist you with your financial needs.

Applegate Law Office is a reputable legal practice located at 700 College Avenue in Santa Rosa, California. Specializing in various areas of law, the experienced team at Applegate Law Office is dedicated to providing expert legal representation and guidance to clients in need. Whether you are facing a personal injury case, navigating a family law matter, or require assistance with estate planning, the skilled attorneys at Applegate Law Office are here to help. With a commitment to professionalism and client satisfaction, Applegate Law Office is your trusted partner in legal matters. Contact them today to schedule a consultation.

Tavis & Bunyard is a well-established law firm located at 3510 Unocal Place in Santa Rosa, California, United States. With a team of experienced and dedicated lawyers, we specialize in providing expert legal services to our clients. Our firm offers a wide range of legal services, including but not limited to, personal injury, criminal defense, family law, and estate planning. At Tavis & Bunyard, we are committed to providing top-notch legal representation and personalized attention to each of our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

Martin Woods is a reputable law firm located at 3436 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, the experienced team at Martin Woods is dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or estate planning, the skilled lawyers at Martin Woods are here to help. With a commitment to excellence and a track record of success, Martin Woods is a trusted institution in the legal community. Contact them today for expert legal representation.

Byrne Dennis J is a reputable law firm located at 726 College Avenue in Santa Rosa, California. With years of experience in the legal field, the team at Byrne Dennis J is dedicated to providing exceptional legal services to their clients. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, the lawyers at Byrne Dennis J are committed to helping clients navigate the complexities of the legal system. Whether you are in need of legal advice, representation in court, or assistance with drafting legal documents, Byrne Dennis J is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

Edgar Law Firm is a reputable legal institution located at 408 West College Avenue in Santa Rosa, California, United States. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of success, Edgar Law Firm is the go-to choice for individuals seeking professional and reliable legal representation. Contact us today to discuss your legal needs and see how we can assist you.

Crocker Law is a reputable law firm located at 865 3rd Street in Santa Rosa, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in the United States. We specialize in a wide range of practice areas including personal injury, family law, estate planning, and business law. With a commitment to excellence and a track record of success, Crocker Law is the go-to institution for all your legal needs. Contact us today to schedule a consultation.

Dennis Anne is a reputable law firm located at 726 Mendocino Avenue in Santa Rosa, California. Specializing in various areas of law, the firm is known for its dedicated team of experienced lawyers who provide top-notch legal services to clients. Whether you are in need of assistance with a personal injury case, family law matter, or estate planning, Dennis Anne is committed to helping you navigate the legal system with professionalism and expertise. Contact them today for expert legal representation in Santa Rosa.

William B Doty Law Offices is a reputable legal institution located at 823 Sonoma Avenue in Santa Rosa, California. As a dedicated team of lawyers, we specialize in providing expert legal advice and representation in various areas of law, including personal injury, criminal defense, family law, and estate planning. With years of experience and a track record of success, we are committed to helping our clients navigate the complexities of the legal system and achieve the best possible outcomes for their cases. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.