TOP 30 Estate tax planning in Berkeley, California
20 results found
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Berkeley Standard
● ClosedBerkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.
2084 E Francis St, Ontario, CA 91761, United States -
Verbeck Law
● ClosedVerbeck Law is a reputable legal institution located at 2081 Center Street in Berkeley, California. Our team of experienced attorneys is dedicated to providing high-quality legal services to our clients in various practice areas including family law, estate planning, business law, and more. We strive to deliver personalized and effective legal solutions to meet the needs of each individual client. With a commitment to excellence and a track record of success, Verbeck Law is a trusted choice for legal representation in the Berkeley area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
2081 Center St, Berkeley, CA 94704, United States -
Cheasty, Cheasty & Malek
● ClosedCheasty, Cheasty & Malek is a reputable law firm located on Solano Avenue in Berkeley, California. In addition to serving clients in Albany, San Jose, and the Bay Area, our experienced personal injury lawyers are dedicated to helping individuals who have been injured due to the negligence of others. With a deep understanding of California personal injury law, our attorneys have successfully represented numerous clients and secured millions of dollars in compensation on their behalf. At Cheasty, Cheasty & Malek, we believe that you should not have to bear the financial burden of your injury alone. Our team of legal professionals is committed to providing you with strong representation and guiding you through every step of the legal process. We will work tirelessly to ensure that you receive the fair and full compensation you deserve for your injuries.
1604 Solano Ave, Berkeley, CA 94707, United States -
Law Office of Peter Fredman
● OpenThe Law Office of Peter Fredman is a reputable legal institution located in Berkeley, California. Specializing in various areas of law, including family law, estate planning, and personal injury, Peter Fredman and his team provide expert legal representation and guidance to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law Office of Peter Fredman is dedicated to advocating for the rights and best interests of their clients. Contact them today at 2930 Domingo Avenue for a consultation.
2930 Domingo Ave #227, Berkeley, CA 94705, United States -
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.
445 Orchard St #204, Santa Rosa, CA 95404, United States -
Law Offices Of David Kizer
● ClosedThe Law Offices of David Kizer is a reputable law firm located at 2039 Kala Bagai Way in Berkeley, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, our experienced team of attorneys is dedicated to providing high-quality legal representation to our clients. With a commitment to achieving favorable outcomes for our clients, we offer personalized and professional services to meet their individual needs. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
2039 Kala Bagai Wy UNIT 302, Berkeley, CA 94704, United States -
Banks & Jordan Law Publishing
● OpenBanks & Jordan Law Publishing is a reputable legal institution located at 2840 College Avenue in Berkeley, California, United States. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal services to clients in need. With a commitment to excellence and a dedication to serving their clients' needs, Banks & Jordan Law Publishing is a trusted name in the legal community. Whether you are in need of legal advice, representation in court, or assistance with legal documents, their team is here to help. Contact Banks & Jordan Law Publishing today for all your legal needs.
2840 College Ave, Berkeley, CA 94705, United States -
Midori Law Group, P.C.
● ClosedMidori Law Group, P.C. is a reputable law firm based in Berkeley, California. Specializing in various areas of law, including family law, immigration law, and estate planning, the experienced team at Midori Law Group, P.C. is dedicated to providing top-notch legal services to clients in need. Located at 2039 Kala Bagai Way, this firm is known for its professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Midori Law Group, P.C. is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.
2039 Kala Bagai Wy # 505, Berkeley, CA 94704, United States -
Law Offices of Richard C. Naish
● ClosedThe Law Offices of Richard C. Naish is a prestigious institution located at 1760 Solano Avenue in Berkeley, California, United States. Specializing in accounting, finance, and legal services, our team of experienced lawyers is dedicated to providing top-notch representation and guidance to our clients. With a focus on delivering personalized solutions and achieving successful outcomes, we are committed to upholding the highest standards of professionalism and integrity. Contact us today to learn more about how we can assist you with your legal needs.
1760 Solano Ave #308, Berkeley, CA 94707, United States -
Chang & Associates Financial Advisors
● OpenChang & Associates Financial Advisors is a leading finance institution located at 2820 Telegraph Avenue in Berkeley, California, United States. With a team of experienced financial experts, we provide personalized financial planning and investment management services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our advisors are here to guide you every step of the way. Trust Chang & Associates Financial Advisors to provide you with expert financial advice and solutions tailored to your individual needs.
2820 Telegraph Ave, Berkeley, CA 94705, United States -
AFFINITY CAPITAL ADVISORS LLC
● ClosedAffinity Capital Advisors LLC is an independent financial planning and registered investment advisory firm located at 825 Page Street in Berkeley, California. We offer a wide range of services to individual investors, families, small businesses, non-profits, and foundations. Our team believes in the importance of establishing a trusted relationship through communication in order to provide the greatest value to our clients. As a Registered Investment Adviser, we are committed to helping our clients achieve their financial goals while managing risk. Contact us today to learn more about how we can assist you in reaching your financial objectives. Please note that past performance is not indicative of future returns and investing involves risk. Advisory services are only offered where we are properly licensed or exempt from licensure.
825 Page St, Berkeley, CA 94710, United States -
EP Wealth Advisors
● ClosedEP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.
2150 Shattuck Ave. #700, Berkeley, CA 94704, United States -
HFG Advisors
● ClosedHFG Advisors, located at 2936 Domingo Avenue in Berkeley, California, is a leading finance institution specializing in creating personalized financial roadmaps for clients. Led by Rick Prime, CFP®, and Nicholas Hengl, EA, with nearly five decades of combined experience, the firm offers expert financial planning services to help clients achieve their long-term goals. As a fee-only and fiduciary firm, HFG Advisors provides comprehensive financial services to ensure the success of each client. With a focus on retirement and financial planning, the team at HFG Advisors is dedicated to helping individuals navigate the complexities of their financial lives with ease. Whether you are looking to plan for retirement or simply need guidance on your financial journey, HFG Advisors is here to support you every step of the way.
2936 Domingo Ave #1, Berkeley, CA 94705, United States -
Blume Capital Management Inc
● OpenBlume Capital Management Inc, located at 1708 Shattuck Avenue in Berkeley, California, is a finance institution that provides investment advisory and financial planning services. Founded by Jim Blume in 1993, the firm offers unbiased financial guidance to individuals and families, with a focus on value-focused investing discipline. With decades of investment experience, the principals at Blume Capital aim to carefully steward their clients' assets and help them grow and protect their wealth over the long term. The institution prides itself on transparent communication, understanding clients' goals, and building enduring relationships to serve their evolving needs. Contact Blume Capital at (510) 549-3534 or [email protected] to learn more about how they can bring order and direction to your financial life.
1708 Shattuck Ave. # 3, Berkeley, CA 94709, United States -
Dornbusch Associates
● ClosedDornbusch Associates is a renowned finance institution located at 2907 Claremont Avenue in Berkeley, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Their dedication to providing personalized solutions and expert advice sets them apart in the industry. Visit Dornbusch Associates today to secure your financial future.
2907 Claremont Ave #120, Berkeley, CA 94705, United States -
Abacus Financial Group LLC
● OpenAbacus Financial Group LLC is a reputable accounting and finance institution located at 1600 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
1600 Shattuck Ave., Berkeley, CA 94709, United States -
Bank of America Private Client Advisor Jennifer N Lee
● OpenBank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
local1040
● ClosedLocal1040 is a reputable accounting and finance institution located at 1137 Bancroft Way in Berkeley, California. Our team of dedicated professionals is committed to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy and efficiency, we strive to help our clients achieve their financial goals and make informed decisions. Whether you need assistance with tax preparation, financial planning, or investment management, you can trust Local1040 to deliver expert guidance and support. Visit us today to see how we can help you secure a brighter financial future.
1137 Bancroft Way, Berkeley, CA 94702, United States -
Fisher & Company LLP
● OpenFisher & Company LLP is a renowned law firm located at 1172 San Pablo Avenue in Berkeley, California. With a team of experienced attorneys, we provide a wide range of legal services to our clients, including business law, real estate law, and estate planning. Our commitment to excellence and client satisfaction sets us apart from other firms. Contact us today to learn how we can assist you with your legal needs.
1172 San Pablo Ave Suite 100, Berkeley, CA 94706, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
2310 East Ponderosa Drive, Camarillo, California 93010, United States
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