Estate planning strategies in Stockton, CA
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Igena Torres, Bankers Life Agent
● OpenIgena Torres, Bankers Life Agent is an insurance agency located at 1776 West March Lane in Stockton, California. As a trusted representative of Bankers Life, Igena Torres provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a deep understanding of insurance products, Igena Torres helps clients protect their financial future and achieve peace of mind. Visit us today to learn more about our services and how we can help you secure your financial well-being.
1776 W March Ln Ste 430, Stockton, CA 95207, United States -
Law Office of Patrick D. O'Neil, Esq. P.C.
● ClosedThe Law Office of Patrick D. O'Neil, Esq. P.C. is a reputable legal institution located at 1035 West Robinhood Drive in Stockton, California. Specializing in various areas of law, including personal injury, criminal defense, family law, and estate planning, Attorney Patrick D. O'Neil and his team provide expert legal representation and counsel to clients in the Stockton area. With a strong commitment to serving the community and achieving favorable outcomes for their clients, the Law Office of Patrick D. O'Neil, Esq. P.C. is dedicated to upholding the highest standards of professionalism and integrity in their practice.
1035 W Robinhood Dr #106, Stockton, CA 95207, United States -
New York Life Insurance Company - Miguel Mata
● ClosedNew York Life Insurance Company - Miguel Mata, located at 9280 West Stockton Boulevard in Elk Grove, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market for potential gains. In addition to providing protection for everyday tasks, lost income due to sickness or injury, and investments for college or education expenses, New York Life Insurance Company - Miguel Mata also offers expert guidance on creating investment strategies and estate plans to protect your legacy. They specialize in insurance for employees, executives, business owners, and small businesses, with options tailored to meet various financial needs.
9280 W Stockton Blvd # 200, Elk Grove, CA 95758, United States -
Francisco Marin, Agent - New York Life
● OpenFrancisco Marin, Agent - New York Life is a finance and insurance agency located at 9280 West Stockton Boulevard, Elk Grove, California, United States. Specializing in permanent policies with guaranteed death benefits and cash value growth, the institution offers long-term coverage that is highly customizable to individual needs and budgets. Clients have the option to invest their policy's cash value in the market, providing potential market gains. The institution also offers investments designed to help pay for college expenses and other education costs. Additionally, Francisco Marin, Agent - New York Life provides insurance solutions for employees, executives, business owners, and small businesses, with options to help them thrive and protect their financial futures. The institution offers expert guidance in creating investment strategies and planning for future financial needs, as well as assistance in setting up estate plans to protect legacies.
9280 W Stockton Blvd # 200, Elk Grove, CA 95758, United States -
Merrill Lynch Financial Advisor Malonn M Barnes
● OpenMerrill Lynch Financial Advisor Malonn M Barnes, located at 3255 West March Lane in Stockton, California, offers personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. Malonn provides insights, observations, and ideas to help you achieve your financial goals, whether you are an executive, business owner, medical professional, or part of their family. With a passion for helping others navigate financial challenges, Malonn aims to empower clients to make well-informed decisions and adjust their wealth management approach as life changes. By offering access to investment insights from Merrill, trust services from Bank of America Private Bank, and banking solutions from Bank of America, Malonn helps clients manage all aspects of their financial lives. Through a personalized process, Malonn assists clients in wealth accumulation, preservation, risk management, trust and estate planning, and more. By prioritizing your financial goals in areas such as health, family, leisure, and finance, Malonn creates a customized approach to help you achieve your aspirations. With a focus on building strong client relationships based on trust and personalized service, Malonn and the Merrill Lynch team are committed to helping you pursue your financial objectives and adapt to life's changes. Through ongoing conversations, Malonn helps you identify and prioritize your goals, providing advice and guidance to help you reach your financial milestones. By understanding your investing preferences through the Investment Personality Assessment, Malonn can customize a financial approach tailored to your individual needs. As your life and goals evolve, Malonn will work with you to adjust your financial strategy accordingly, ensuring that you stay on track towards achieving what matters most to you. By regularly reviewing your progress and making necessary adjustments, Malonn's mission is to help you design and implement a personalized plan that aligns with your financial goals, while managing investment risk effectively. With a focus on providing thoughtful analysis, potential solutions, and clear communication, Malonn is dedicated to developing a wealth management approach that serves your future financial needs. Whether you are planning for retirement, saving for a major purchase, or preparing to pass on your wealth to future generations, Malonn is here to guide you every step of the way.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management is a finance institution located at 3255 West March Lane in Stockton, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. Our advisors offer financial strategies based on years of combined knowledge and experience in wealth management. Additionally, we go beyond wealth planning advice and guidance by providing retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We are actively involved in charitable outreach to support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, a disciplined wealth planning platform, and technological resources. Our culture is dedicated to providing ongoing professional training, mentoring, and technology for both new and experienced advisors. We help clients with individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and you should consult your legal and tax advisors before making any financial decisions.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Merrill Lynch Financial Advisor Tanner Choate
● OpenMerrill Lynch Financial Advisor Tanner Choate is located at 3255 West March Lane in Stockton, California, United States. Specializing in finance, Tanner Choate can help you develop a personalized plan to pursue your desired retirement lifestyle and ensure your assets last through your lifetime and beyond. With experience in managing concentrated stock positions and navigating important life transitions like retirement, inheritance, or business sales, Tanner Choate offers access to Bank of America Private Bank trust and estate planning services. By working with outside professionals such as attorneys and accountants, Tanner Choate can coordinate financial and legacy plans to meet your individual needs. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As your Merrill advisor, Tanner Choate focuses on your family, goals, and priorities, adapting to changes over time. By understanding your investing preferences through the Investment Personality Assessment, Tanner Choate can tailor financial strategies to help you achieve what matters most to you. With a commitment to personalized investment strategies, Tanner Choate provides thoughtful advice and guidance to help you reach your goals and secure a lasting legacy. By staying informed about changes in your life and the financial markets, Tanner Choate aims to keep you on track towards achieving what's most important to you. With a dedicated one-on-one relationship, Tanner Choate can help you navigate the financial complexities of life and create a customized investment approach to address your needs and pursue your goals. Trust in Tanner Choate to provide the latest investment insights, tips, and strategies to help you live your best financial life. Tanner Choate is registered to do business in Arizona, California, Nevada, and Texas.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Stifel
● OpenStifel is a finance institution located at 10100 Trinity Parkway in Stockton, California, United States. As a leading financial services firm, Stifel offers a wide range of services including investment banking, wealth management, and advisory services to clients. With a strong reputation for delivering personalized and tailored financial solutions, Stifel is committed to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Stifel's team of experienced professionals are dedicated to providing expert guidance and support every step of the way.
10100 Trinity Pkwy #320, Stockton, CA 95219, United States -
Casey Knowles - Morgan Stanley
● OpenCasey Knowles - Morgan Stanley is a reputable finance institution located at 3421 Brookside Road in Stockton, California, United States. With a strong focus on providing high-quality financial services, Casey Knowles - Morgan Stanley offers a range of investment and wealth management solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and innovative strategies. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Casey Knowles - Morgan Stanley is committed to providing you with the expertise and support you need to succeed.
3421 Brookside Rd suite a, Stockton, CA 95219, United States -
TENSTAX
● ClosedTENSTAX is an accounting and finance institution located at 343 East Main Street in Stockton, California, United States. The institution is run by Socheata Ten, an Enrolled Agent with unlimited practice rights, allowing her to represent a wide range of taxpayers and handle various tax matters. Socheata is authorized to advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and entities with tax-reporting requirements. TENSTAX, operated by Socheata Ten EA, LLC, offers a full range of tax services to help self-employed individuals, business owners, and real estate investors reduce tax liabilities and increase tax refunds while remaining compliant with tax laws. With years of experience in tax preparation services, clients can trust that their business is in good hands. The institution provides support in all areas of business consulting related to tax matters, assisting clients with tax planning strategies that lead to business growth and success.
343 E Main St UNIT 603, Stockton, CA 95202, United States
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