Estate planning strategies in Sonoma, CA
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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.
140 2nd Street, Petaluma, California 94952, United States -
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 States -
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.
8911 Lakewood Dr # 29, Windsor, CA 95492, United States -
Bank of America Private Client Advisor Jason M Foster
● OpenBank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
90 S E St, Santa Rosa, CA 95404, 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.
283 2nd St E, Sonoma, CA 95476, United States -
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.
Armstrong Estates, 600 6th St E, Sonoma, CA 95476, United States -
Neo Build Foundation Manhattan Beach
● OpenWelcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
1138 Highland Avenue, Manhattan Beach, California 90266, United States -
Build Foundation Lynwood | Call Today
● Openare renowned for their custom home projects that span a range of styles and complexities. Their work has been featured in numerous prestigious publications, reflecting their expertise in creating homes that are both beautiful and functional. Winters-Schram Associates collaborates closely with top architects and designers, ensuring that each project is tailored to the client's unique vision and lifestyle. At Build Foundation Lynwood, located at 11245 Long Beach Boulevard, Lynwood, California, we understand the importance of selecting the right general contractor for your custom home project. As a leading general contractor in the area, we pride ourselves on our ability to transform architectural plans into reality, ensuring that your home is built to the highest standards of quality and craftsmanship. Our team is committed to keeping your project on schedule and within budget, making the construction process smooth and stress-free.
11245 Long Beach Boulevard, Lynwood, California 90262, United States
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