Estate planning services near me in Sonoma, California

Welcome to Timo Rivetti Real Estate, your trusted partner in navigating the dynamic real estate market of Petaluma, California, and beyond. Located at 140 2nd Street, Petaluma, CA 94952, our agency is dedicated to providing personalized and professional service tailored to your unique needs. Since 1998, Timo Rivetti and his team of experienced professionals have been committed to helping clients find and secure the perfect property, whether it be residential, retail, or commercial. Our deep-rooted knowledge of the region and its neighborhoods is invaluable in a competitive market. We pride ourselves on offering a comprehensive, step-by-step experience that includes everything from property preparation and inspections to negotiations and final transactions. Our clients' testimonials speak volumes about our dedication and the positive outcomes we consistently achieve.

Sonoma Legal LLC is a reputable law firm located at 3558 Round Barn Boulevard in Santa Rosa, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to individuals and businesses in the Sonoma County area. We specialize in a wide range of practice areas, including but not limited to, personal injury, criminal defense, family law, and estate planning. Our commitment to excellence, integrity, and personalized attention sets us apart from other law firms. Contact Sonoma Legal LLC today for expert legal representation you can trust.

Jackson Hewitt Tax Service is a finance institution located at 4380 Sonoma Boulevard in Vallejo, California, United States. Our tax advance loans may have ended this year, but our Tax Pros are still here to help you get your biggest refund! Whether you prefer in-person tax preparation, drop-off services, or assistance with IRS letters, we've got you covered. Our Tax Pros are fluent in both English and Spanish, making it easier for our Spanish-speaking clients to get the help they need. We recommend booking an appointment online or simply walking in to our office for personalized service. Trust Jackson Hewitt Tax Service when it comes to your taxes - because when every dollar matters, it matters who does your taxes™.

Sonoma at Mapleton Apartments is a premier real estate agency located at 33600 Mapleton Avenue in Murrieta, California. Our luxurious apartments offer modern amenities and spacious floor plans, perfect for individuals and families looking for a comfortable and convenient living experience. With a prime location in the heart of Murrieta, residents can enjoy easy access to shopping, dining, entertainment, and outdoor recreation options. Our friendly staff is dedicated to providing top-notch customer service and ensuring that our residents feel right at home. Experience the best of apartment living at Sonoma at Mapleton Apartments.

Cottage Sonoma is a charming and cozy lodging option located at 424 2nd Street West in Sonoma, California. As a unique institution that combines elements of a lodging facility, real estate agency, and travel agency, Cottage Sonoma offers guests a one-of-a-kind experience in the heart of wine country. Whether you are looking for a relaxing getaway, planning to purchase a vacation home, or seeking assistance with travel arrangements, Cottage Sonoma has you covered. Immerse yourself in the beauty of Sonoma and let Cottage Sonoma be your home away from home.

Sonoma Dream Escapes is a premier real estate and travel agency located in the picturesque town of Kenwood, California, in the United States. Specializing in luxury vacation rentals, property management, and real estate sales in the Sonoma County area, Sonoma Dream Escapes offers a personalized and unforgettable experience for clients looking to explore the beauty of California wine country. From stunning vineyard estates to cozy cottages nestled among the rolling hills, Sonoma Dream Escapes has the perfect accommodation for every traveler. Whether you are looking for a weekend getaway or a long-term rental, let Sonoma Dream Escapes make your dream vacation a reality.

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.

Kosbie Trust & Fiduciary Services is a professional fiduciary institution located at 9048 Brooks Road South, Windsor, California, United States. Specializing in providing fiduciary services in the Greater Bay Area, including Marin and Sonoma County, our team is dedicated to protecting the assets, interests, and dignity of every client we serve. As a trusted fiduciary in Santa Rosa, we assist families and individuals in implementing their long-term plans when they are no longer able to do so themselves. Whether serving as trustees for parents and grandparents without available family members, managing Special Needs Trusts for disabled family members, or providing other fiduciary services, we are committed to helping our clients navigate complex financial and legal matters with compassion and integrity.

Truong Accounting Services is a boutique accounting firm located in Sonoma County at 8911 Lakewood Drive, Windsor, California, United States. Specializing in accounting and finance, our firm offers a wide range of services for individuals and businesses. Our experienced associates have a solid background in various fields such as non-profit organizations, legal & professional services, real estate, retail automotive sales, wineries, and restaurants. We pride ourselves on staying up-to-date with ever-changing tax laws and provide tax preparation, research, planning/strategies, and IRS resolution services. Our accounting experts offer full charge bookkeeping services, accounting systems setup, personal financial statements, bank reconciliations, accounts payable, and various business filings.

Sonoma Wealth Advisors is a leading finance institution located at 539 Broadway in the picturesque town of Sonoma, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, estate planning, and more. At Sonoma Wealth Advisors, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs and objectives. Trust us to guide you towards financial success and peace of mind.

Redwood Janitorial Services is a full-service commercial janitorial company located at 1390 North McDowell Boulevard in Petaluma, California. Our owner-operated and supervised team is personally trained and offers on-site supervision at your facility. Serving Marin, Sonoma, Solano, and San Francisco Counties, we provide prompt and reliable service to a variety of industries including banking, real estate, construction, government, industrial, retail, sports venues, events, small to large businesses, and manufacturing clients. With a focus on creating a clean, healthy, and pleasant environment for you to work in, Redwood Janitorial Services offers daily, weekly, or bi-weekly services for commercial and residential properties. Our services are available 24/7, including emergency services, and we also offer "green cleaning" options using nontoxic materials to help protect the environment.

Patch Hill Sonoma is a charming institution located at 640 Mountain Avenue in Sonoma, California. As a unique blend of a lodging, real estate agency, and travel agency, Patch Hill Sonoma offers a one-of-a-kind experience for visitors seeking a cozy place to stay, expert real estate services, and assistance in planning their perfect getaway. With a prime location in the heart of Sonoma, guests can enjoy the beauty of California wine country while receiving top-notch hospitality and personalized service. Whether you're looking for a place to stay, interested in buying or selling property, or in need of travel assistance, Patch Hill Sonoma is your go-to destination for all your needs.

Jack Ding for Sonoma is a renowned institution located at 755 Broadway in the picturesque town of Sonoma, California. Specializing in providing top-notch services and products, this establishment is dedicated to serving the local community with excellence and professionalism. Whether you are in need of assistance with financial planning, real estate services, or investment opportunities, Jack Ding for Sonoma is your go-to destination. With a team of experienced professionals and a commitment to customer satisfaction, you can trust that you are in good hands when you choose Jack Ding for Sonoma. Visit us today and experience the difference for yourself.

Welcome to Marin Painting Services Inc., your trusted partner for all your painting needs in San Francisco, Marin, Sonoma, and Napa Counties. Conveniently located at 4 Regent Court, Novato, California, we are dedicated to providing top-notch painting services that enhance the beauty and value of your property. With over 20 years of experience, Marin Painting Services Inc. specializes in both commercial and residential painting projects. Our skilled team, led by the highly regarded Vicente, is known for its professionalism, attention to detail, and commitment to client satisfaction.

Alexandra's Plaza Suite Sonoma is a luxurious lodging option located in the heart of Sonoma, California. Situated at 440 2nd Street East, this institution offers a unique blend of comfort and convenience for travelers seeking a memorable stay in wine country. Whether you're looking for a cozy place to rest after a day of wine tasting or in need of expert guidance on real estate or travel arrangements, Alexandra's Plaza Suite Sonoma has you covered. With its prime location, top-notch amenities, and personalized service, this institution is the perfect choice for those looking to experience the best that Sonoma has to offer.

Sonoma Law Office, also known as the Law Office of Xavier A.M. Lavoipierre, is a reputable legal institution located at 809 Broadway in the charming town of Sonoma, California, United States. Specializing in various areas of law, the experienced team at this law office provides expert legal services and guidance to clients in need of professional representation. With a focus on achieving favorable outcomes for their clients, Sonoma Law Office is dedicated to upholding the highest standards of legal practice and ethics. Whether you are seeking assistance with a personal injury case, family law matter, or any other legal issue, you can trust the experts at Sonoma Law Office to provide you with the personalized attention and effective legal solutions you deserve.

Wine Country Estate Management is a local, family-owned luxury estate management team located in the beautiful wine country valley of Sonoma, California. Our team, from management to housekeepers, is dedicated to providing exceptional service and creating unforgettable experiences for our guests. We offer a range of luxury vacation rental properties, including spacious estates and cozy cottages, perfect for any size group. Our concierge services ensure that your stay is seamless and memorable, with access to private chefs, transportation partners, and unique winery experiences. Trust Wine Country Estate Management for a luxurious and personalized vacation rental experience in Northern California's wine country. Book with us and create cherished memories in this stunning region.

Reimagined Retreats Sonoma is a unique real estate and travel agency located in the picturesque town of Glen Ellen, California. Our team specializes in curating luxurious and unforgettable retreat experiences in the heart of Sonoma County. Whether you are looking for a peaceful weekend getaway or a long-term rental property, we have a wide range of options to suit your needs. Our dedicated staff is committed to providing exceptional service and ensuring that your stay in Sonoma is nothing short of magical. Visit us at 13502 Gibson Street to start planning your dream retreat today.

Sonoma Law Group is a reputable institution located at 445 Orchard Street in Santa Rosa, California, United States. Specializing in business transactions, their team ensures that clients benefit from their agreements while minimizing legal and business risks. With a long-term perspective, they offer cost-effective solutions by getting involved in negotiations and structuring from the start. Their practice covers real estate law, formation of partnerships, limited liability companies, and various types of corporations. They also provide advice on business structures, tax planning, and estate planning services. With a focus on business law, their team offers innovative and reliable legal guidance to help clients navigate their business endeavors successfully.

Sonoma County Wealth Advisors is a leading finance institution located at 884 3rd Street in Santa Rosa, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Trust Sonoma County Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future.

Sonoma Wealth Management Group - Morgan Stanley is a leading finance institution located at 3562 Round Barn Circle in Santa Rosa, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide expert guidance and support to individuals, families, and businesses seeking to secure their financial future. Contact us today to learn more about how we can help you navigate the complexities of the financial world and create a customized plan tailored to your specific needs.

Meyers Financial Services, Inc. is a reputable finance institution located at 670 West Napa Street in Sonoma, California, United States. With a strong commitment to providing top-notch financial services, Meyers Financial Services, Inc. offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Meyers Financial Services, Inc. is here to help. Contact them today to schedule a consultation and see how they can assist you with your financial needs.

Thomas W Stubbs Financial Services is a reputable finance institution located at 18340 California 12 in Sonoma, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, our experienced team of professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Thomas W Stubbs Financial Services is here to provide you with expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Sonoma Financial & Insurance Services is an insurance agency located at 112 Wikiup Drive, Santa Rosa, California, United States. Our goal is to help clients achieve their retirement financial goals based on their individual needs. We offer clear and direct solutions to make planning for retirement as simple as possible for our clients. Founded in 2007 by Josh Sinnott, Sonoma Financial and Insurance Services serves retirees and pre-retirees in Sonoma County. As an independent agent, Josh has access to 40 insurance companies with retirement-specific products. We assist clients in achieving their long-term financial objectives and believe in offering honest and simplified solutions tailored for each client.

Aimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.

Bickford Investment Management Services is a reputable finance institution located at 600 6th Street East in Sonoma, California, United States. With a team of experienced financial professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or create a diversified investment portfolio, Bickford Investment Management Services is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you make informed financial decisions and secure a prosperous future.

Eddie Sandoval - State Farm Insurance Agent is a reputable insurance agency located at 825 Gravenstein Highway North, Sebastopol, California, United States. With 26 years of experience in the insurance industry, Eddie Sandoval is deeply rooted in the Sonoma County community and committed to serving its residents. Specializing in Auto, Home, Life, and Business insurance, the agency caters to the specific needs of individuals and families in Sonoma County. The office is conveniently located in Sebastopol/West County, serving surrounding areas such as Rohnert Park, Cotati, Petaluma, Windsor, Healdsburg, and Santa Rosa. Eddie Sandoval is actively involved in the community and supports local organizations, including being a member of the Sonoma County Hispanic Chamber of Commerce.

The Law Offices of Lon D. Lazar, located at 6490 Front Street in Forestville, California, is dedicated to serving the Estate Planning, Probate, and Business Law needs of clients in Sonoma County, the Greater Bay Area, and throughout California. Lon Lazar is a strong advocate with a deep knowledge of the law, helping clients navigate through difficult legal processes efficiently and effectively. Estate Planning services offered by Lon Lazar are designed to protect clients and their families from probate and conservatorship proceedings. With a properly funded living trust, clients can ensure seamless control of their assets. Probate services involve the legal process of filing and approving a deceased person's will, supervised by the Court.

Blacksburg Law, located at 315 Noe Street, San Francisco, California, is a trusted institution specializing in estate planning and probate services. Their team of experienced lawyers works closely with clients to develop comprehensive plans for managing assets, responsibilities, and legacies. With a focus on efficiency, love, and grace, Blacksburg Law goes beyond basic document preparation to provide advice and support throughout the entire estate planning process. Whether you are creating a trust for the first time or making revisions to existing documents, their team is dedicated to helping you achieve your goals.

Katie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.