Estate planning services providers in Sonoma, California
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Wine Country Estate Management
● ClosedWine 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.
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W Real Estate
● OpenW 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.
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Reimagined Retreats Sonoma
● OpenReimagined 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.
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Sonoma at Mapleton Apartments
● OpenSonoma 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.
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Kosbie Trust & Fiduciary Services
● OpenKosbie 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.
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Sonoma Law Office (Law Office of Xavier A.M. Lavoipierre)
● ClosedSonoma 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.
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Sonoma Legal LLC
● ClosedSonoma 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.
3558 Round Barn Blvd Suite #200, Santa Rosa, CA 95401, United StatesAdvertisements -
Sonoma Law Group
● OpenSonoma 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.
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Sonoma County Wealth Advisors
● ClosedSonoma 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.
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Truong Accounting Services
● ClosedTruong 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.
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Sonoma Wealth Management Group - Morgan Stanley
● OpenSonoma 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.
3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403, United States -
MEYERS FINANCIAL SERVICES, INC.
● ClosedMeyers 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.
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Sonoma Wealth Advisors
● ClosedSonoma 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.
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Thomas W Stubbs Financial Services
● OpenThomas 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.
18340 CA-12, Sonoma, CA 95476, United States -
Redwood Janitorial Services
● ClosedRedwood 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.
1390 N McDowell Blvd Suite 178, Petaluma, CA 94954, United States -
Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAimee 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.
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Bickford Investment Management Services
● OpenBickford 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.
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Jack Ding for Sonoma
● OpenJack 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.
755 Broadway, Sonoma, CA 95476, United States -
Marin Painting Services Inc
● OpenWelcome 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.
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Timo Rivetti Real Estate
● ClosedWelcome 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.
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Law Office of Jenny C. Tiu
● OpenThe Law Office of Jenny C. Tiu is a reputable legal practice located at 1930 Sonoma Boulevard in Vallejo, California. Specializing in various areas of law, Jenny C. Tiu is a skilled and experienced lawyer dedicated to providing high-quality legal services to clients in the Vallejo area. Whether you are in need of legal representation for a personal injury case, family law matter, or criminal defense, the Law Office of Jenny C. Tiu is committed to advocating for your rights and achieving the best possible outcome for your case. Contact us today to schedule a consultation.
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William B Doty Law Offices
● OpenWilliam 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.
823 Sonoma Ave, Santa Rosa, CA 95404, United StatesAdvertisements -
Hendler Design
● ClosedHendler Design is a general contractor located at 811A 1st Street West, Sonoma, California, United States. Led by interior designer Joel Hendler, the firm specializes in residential and commercial design, with a focus on creating beautiful and functional spaces that reflect the individuality of each client. With decades of experience in design and construction, Hendler Design offers services to oversee the care of Wine Country Estates, corporate spaces, hotels, restaurants, spas, and more. The firm takes a "no surprises" approach to their work, prioritizing client preferences and ensuring a carefree and effortless experience for homeowners. Each design is custom-tailored to meet the unique needs and style of the client, whether it be classic aesthetics or contemporary minimalism.
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Napa Valley Wine Country Tours
● OpenNapa Valley Wine Country Tours, located at 10 Case Court in American Canyon, California, is a premier travel agency specializing in luxury transportation for wine tasting tours in the Napa Valley and Sonoma regions. With over 25 years of experience, they offer a wide variety of vehicles, including unique options like Mercedes Convertible Coaches. Whether you're planning a corporate event, wedding, or special occasion, their team of concierges will create a customized itinerary tailored to your preferences. From private tours of wine estates to group tours of premium wineries, Napa Valley Wine Country Tours provides top-notch service and unforgettable experiences. Their luxury sedans, large coaches, and buses also offer safe and reliable airport transfers to and from major Bay Area airports. Customers rave about their knowledgeable and engaging tour guides, comfortable vehicles, and exceptional service. Experience the beauty and elegance of Napa Valley with Napa Valley Wine Country Tours.
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Wine Country Getaway
● ClosedWine Country Getaway is a premier real estate and travel agency located in the picturesque town of Sonoma, California. Situated at 2579 Dale Avenue, our agency specializes in providing luxurious accommodations and unforgettable experiences in the heart of California's famed wine country. Whether you're looking to purchase a vineyard estate, rent a charming cottage, or plan a customized wine tour, our team of experts is dedicated to making your wine country getaway a truly memorable one. Contact us today to start planning your dream escape to Sonoma!
2579 Dale Ave, Sonoma, CA 95476, United StatesAdvertisements -
Camp Calistoga
● OpenCamp Calistoga is a luxury vacation estate located at 5455 Gates Road in Santa Rosa, California. As a real estate and travel agency, we offer our guests a unique and unforgettable experience in the Northern California Wine Country. Our large, luxurious estates provide a secure and comfortable environment for guests to immerse themselves in the beauty of the region. Our team of expert chefs, sommeliers, and concierges ensure that guests have everything they need for a truly exceptional stay. With our strong relationships with Napa and Sonoma wineries, guests have unparalleled access to some of the finest wines in the region.
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Beautiful Places
● ClosedBeautiful Places is a premier real estate and travel agency located in the heart of Sonoma, California. We specialize in curating the most stunning and picturesque properties for sale or rent, as well as organizing unforgettable travel experiences to some of the most beautiful destinations around the world. Our team of experts is dedicated to providing exceptional service and helping our clients find their own piece of paradise. Whether you are looking for a dream home or planning your next vacation, Beautiful Places is here to make your dreams a reality. Visit us at 539 1st Street West, Sonoma, California to start your journey to beautiful places today.
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Marin Apartment Investments
● ClosedMarin Apartment Investments, located at 851 Irwin Street in San Rafael, California, is a premier real estate agency specializing in the acquisition and sale of apartment and investment properties in Marin and Sonoma counties. Lead by Katherine J. Higgins, a top producing investment broker with over 30 years of experience, the agency has helped numerous clients complete 1031 tax deferred exchanges and grow their investment portfolios. Katherine's expertise in tax law and accounting related to investment real estate has earned her recognition as one of the North Bay's top commercial brokers. She has facilitated large portfolio sales and exchanges for clients, showcasing her dedication and knowledge in the field. Her insights on the Marin County apartment market are regularly featured in publications such as the North Bay Business Journal and the San Francisco Chronicle.
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Eddie Sandoval - State Farm Insurance Agent
● ClosedEddie 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.
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Exchange Bank
● ClosedExchange Bank, located at 435 West Napa Street in Sonoma, California, is a trusted institution offering a range of financial services including ATM access, personal banking, and online banking. With a rich history of 133 years, we are proud to be your local community bank, dedicated to supporting individuals and businesses in our area. Our founder, Frank Doyle, was a visionary who understood the importance of community connections, just like the Golden Gate Bridge he helped build. Banking with Exchange Bank means having a reliable partner by your side to help you achieve your financial goals. Whether you're looking to boost your bottom line, plan for the future, or manage your finances on the go, we have the tools and resources to assist you. With 17 locations throughout Sonoma County and the North Bay, as well as access to 55,000 Allpoint ATMs worldwide, we make banking convenient and accessible for our customers.
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