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TOP 30 Estate planning strategies in Santa Cruz, CA
12 results found
Search for local businesses, places and services near you
Lawrie & Lawrie Properties
Lawrie & Lawrie Properties is a reputable real estate agency located at 1721 Seabright Avenue in Santa Cruz, California. Whether you are a buyer looking to find your dream home or a seller wanting to list your property for a quick sale, our team of knowledgeable agents is here to assist you every step of the way. For buyers, our goal is to help you become a homeowner by providing exceptional service and guiding you through the home buying process. We are committed to getting you a good deal and meeting all of your real estate needs. From contract to settlement, we offer prompt service, personal guidance, and professional competence.
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.
Boyce-Abel Associates and Family Lands Consulting
Boyce-Abel Associates and Family Lands Consulting is a renowned institution located at 1003 Smith Grade Road in Santa Cruz, California, United States. With a strong focus on providing expert advice and guidance to families on managing their lands and properties, this institution is dedicated to helping clients make informed decisions to preserve and enhance their family legacies. With a team of experienced professionals, Boyce-Abel Associates offers a wide range of consulting services tailored to the unique needs of each client. Whether it's estate planning, land management, conservation strategies, or other related services, clients can trust Boyce-Abel Associates to provide top-notch expertise and support.
U.S. Bank - Wealth Management Banker: Kelvin Lam Lam
U.S. Bank - Wealth Management Banker Kelvin Lam Lam is a trusted financial institution located at 620 Santa Cruz Avenue in Menlo Park, California. As a dedicated wealth management banker, Kelvin Lam Lam provides personalized financial solutions and expert advice to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch service, U.S. Bank is a go-to destination for individuals seeking professional wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Kelvin Lam Lam and the team at U.S. Bank are here to help you navigate the complex world of finance with confidence and peace of mind.
U.S. Bank – Wealth Management Banker: Debbie Leekavousi
U.S. Bank's Wealth Management Banker, Debbie Leekavousi, located at 127 North Santa Cruz Avenue in Los Gatos, California, offers personalized financial services and investment strategies to help clients achieve their financial goals. With a focus on wealth management, Debbie Leekavousi provides expert advice and guidance on a range of financial matters, including retirement planning, investment management, and estate planning. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Debbie Leekavousi and U.S. Bank's wealth management team are dedicated to helping you navigate the complexities of the financial world and secure your 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.
Springwater Wealth Management, LLC
Springwater Wealth Management, LLC is a reputable finance institution located at 740 Front Street in Santa Cruz, California. With a focus on providing personalized financial solutions, Springwater Wealth Management, LLC offers a range of services including investment management, retirement planning, estate planning, and tax optimization. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Springwater Wealth Management, LLC is committed to providing expert guidance and tailored strategies to meet your individual needs.
Soquel Group LLC
Welcome to Soquel Group LLC, your trusted legal partner located in the heart of Santa Cruz, California. Situated at 111 Esmeralda Drive, we are committed to providing exceptional legal services to individuals, families, and businesses in our community. As a leading law firm, we specialize in a wide range of legal areas, ensuring personalized and comprehensive solutions for our clients. At Soquel Group LLC, our team of experienced attorneys is dedicated to understanding your unique needs and delivering tailored strategies to achieve the best possible outcomes. We pride ourselves on our integrity, professionalism, and unwavering commitment to our clients' success.
The Coulter Capital Group - Morgan Stanley
Welcome to The Coulter Capital Group at Morgan Stanley, your trusted partner in financial planning and wealth management. Conveniently located at 6004 La Madrona Drive, Santa Cruz, California, our team of experienced financial advisors is dedicated to helping you achieve your financial goals with personalized strategies and expert guidance. At The Coulter Capital Group, we understand that every client’s financial journey is unique. Whether you are planning for retirement, investing for the future, or managing your estate, we offer a comprehensive range of services tailored to meet your specific needs. Our commitment to excellence and client-focused approach ensures that you receive the highest level of service and support.
Diane Molnar, Realtor
Welcome to Diane Molnar, Realtor - Your Trusted Partner in Santa Cruz Real Estate Located at 1041 41st Avenue, Santa Cruz, California 95062, Diane Molnar is your dedicated real estate professional, committed to providing exceptional service and expertise in the vibrant coastal community of Santa Cruz and beyond. With a passion for helping clients embrace the idyllic charm of this beautiful region, Diane combines over 30 years of experience with a personalized approach to real estate.
American Dream Realty - Charles Duppen, Broker
Welcome to American Dream Realty, led by Charles Duppen, a dedicated and experienced real estate broker serving the vibrant community of Santa Cruz County since 1997. Located at 1041 41st Avenue, Santa Cruz, California, we are committed to making your homeownership dreams a reality. Whether you're buying or selling a home, we promise exceptional service at every step of the process. As part of the esteemed David Lyng Real Estate network, we offer an extensive range of services tailored to meet your unique real estate needs. From Aptos to Watsonville, we provide comprehensive property searches across various Santa Cruz areas, ensuring you find the perfect home.
Teresa Peters Executive Realtor
Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
List of local businesses, places and services in California
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