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TOP 30 Estate tax planning in Oakland, CA
17 results found
Search for local businesses, places and services near you
Falcon Wealth Planning
Located in Oakland, California, Falcon Wealth Planning is a finance institution dedicated to helping clients achieve their financial goals and live the life they desire. As a NAPFA-Registered Financial Firm with CERTIFIED FINANCIAL PLANNER™ Professionals, Falcon Wealth Planning offers personalized and transparent fiduciary advice to clients across the country. With a focus on wealth management solutions tailored to individual financial needs and lifestyles, Falcon Wealth Planning assists clients in managing, growing, and protecting their assets through life's transitions. With over 30 years of experience, Falcon Wealth Planning prioritizes trust and transparency in providing comprehensive services such as retirement planning, investment management, tax planning, financial planning, and estate planning. The institution's investment committee, comprised of experts with over 100 years of combined experience, meets quarterly to make informed decisions on clients' holdings and potential new options.
Marin Wealth Advisors LLC Oakland
Marin Wealth Advisors LLC Oakland is a premier finance institution located at 1901 Harrison Street in Oakland, California. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on comprehensive financial planning and investment strategies, we strive to build long-term relationships based on trust and integrity. Whether you are planning for retirement, investing for the future, or navigating complex financial decisions, Marin Wealth Advisors LLC Oakland is here to guide you every step of the way.
Associated Tax Services
Associated Tax Services is a reputable accounting and finance institution located at 4443 Market Street in Oakland, California. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help. Trust Associated Tax Services for all your accounting and finance needs.
O'Connor, Runckel & O'Malley LLP
O'Connor, Runckel & O'Malley LLP is a prestigious law firm located in Walnut Creek, California, serving clients in Contra Costa County and the greater San Francisco Bay Area. With over 90 years of combined experience, our attorneys specialize in handling serious personal injury and criminal cases. As former Contra Costa County prosecutors, our partners have tried over 250 jury trials, giving us a unique advantage in the courtroom. One of our partners, Dan O'Malley, is a retired Contra Costa County Superior Court Judge, providing our clients with the rare advantage of having a former Judge working on their cases. Our goal is to bring justice to those who have been harmed by the wrongdoing of others, seeking full compensation for their losses.
Salinas Law Group
Salinas Law Group is a reputable law firm located at 428 13th Street in Oakland, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to clients in the United States. With a commitment to excellence and a track record of success, Salinas Law Group is your trusted partner in navigating the complexities of the legal system. Contact us today for expert representation and personalized solutions to your legal needs.
Law Offices of Joel A. Harris
The Law Offices of Joel A. Harris, located at 511 West 3rd Street in Antioch, California, is a trusted institution specializing in Estate Planning, Trust, and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this field, ensuring that your family's future is in good hands. Estate planning is essential for everyone, regardless of the size of their estate, as it allows you to control how your assets are distributed after your passing. The goal is to minimize taxes, legal fees, and court costs while ensuring your wishes are carried out. Conveniently located near downtown Antioch, the Law Offices of Joel A. Harris is easily accessible from surrounding areas such as Pittsburg, Concord, Walnut Creek, and Brentwood. Antioch serves as a central hub in the East Bay region, offering a mix of historical landmarks, retail establishments, and entertainment venues. If you're in the area, be sure to explore downtown Antioch and its rich history.
Littorno Law Group
Littorno Law Group is a reputable institution located at 2211 Railroad Avenue in Pittsburg, California. With additional office locations in Pleasant Hill, San Diego, and San Mateo, our experienced team assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. We specialize in various areas of estate planning and aim to save our clients time and money by providing guidance on the basics of estate planning and associated tax issues. Our firm serves clients throughout Contra Costa County, including cities such as Antioch, Brentwood, Concord, Pleasanton, San Ramon, Oakland, San Diego, and San Mateo. Trust Littorno Law Group to provide expert legal assistance for all your estate planning needs.
Barbara Doherty JDLLM
Barbara Doherty JDLLM is a reputable lawyer institution located at 164 Main Street in Los Altos, California. With a State Bar license in California since 2005 (State Bar No. 230958), Barbara Doherty JDLLM offers professional legal services to clients in need of expert representation. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Barbara Doherty JDLLM has the experience and expertise to guide you through the legal process. Visit their Yelp pages in Palo Alto and Oakland for more information and client reviews.
The Konstantin Law Firm, Inc.
The Konstantin Law Firm, Inc. is a reputable law firm located at 420 3rd Street in Oakland, California, United States. Specializing in helping families protect their lifetime creation of wealth, the firm is led by Anastasios George Konstantin, a first-generation Greek American with over 23 years of experience in the legal field. Mr. Konstantin's dedication to his community is evident in his practice, where he strives to advance the well-being of his clients. Testimonials praise the firm for its personalized and attentive approach to each case, with clients expressing gratitude for the support and successful outcomes they have received. Whether you need assistance with estate planning or legal representation, The Konstantin Law Firm offers a free 15-minute consultation to discuss how they can best serve you. Contact them today to learn more about their services and how they can help protect your assets for future generations.
Thomas Hogan Law Office
The Thomas Hogan Law Office, located at 1300 Clay Street in Oakland, California, offers a unique combination of legal and financial expertise. With over 40 years of experience as a Family & Tax Law Attorney and licensed CPA, Thomas Hogan is dedicated to providing effective results in areas such as Tax, Audit, Estate Law, and matters with the IRS. The office specializes in services such as Divorce, Child Custody, Audits, Income Tax problems, Estate Planning, and more. Serving Stanislaus, Merced, San Joaquin, and Tuolumne Counties, the Law Office of Thomas P. Hogan is committed to providing quality legal representation in various areas of law. With a personalized approach to each client, Mr. Hogan and his staff are dedicated to providing expert legal advice and representation. Contact the office at (209) 492-9335 or email [email protected] for more information.
ATA Law Group
ATA Law Group is a reputable law firm located in Oakland, California. Our experienced team of attorneys provides expert legal services in various practice areas including personal injury, immigration law, criminal defense, and more. We are dedicated to providing high-quality legal representation and personalized attention to our clients. Whether you are facing a complex legal issue or need guidance through a challenging legal process, ATA Law Group is here to help. Contact us today to schedule a consultation at our office on 4030 Martin Luther King Junior Way.
Liberty Group LLC
Liberty Group LLC, located in Oakland, California, is a finance institution dedicated to helping individuals and families achieve their ideal retirements. Our tailored plans focus on tax-efficient retirement strategies to ensure financial security in the future. We offer valuable information on financial, investment, and retirement planning through nationwide radio broadcasts and informational workshops. Our services include estate planning, charitable giving, investment decisions, and more. Whether you are in your 20s or beyond 100, we are here to guide you through smart money moves and retirement choices. Join us in navigating the complex world of executive benefits, improving financial literacy, and choosing the right community for retirement. Trust Liberty Group LLC to help you build a solid financial foundation for a secure and prosperous future.
Merrill Lynch Financial Advisor Buzz Brown
Merrill Lynch Financial Advisor Buzz Brown is a finance institution located at 1111 Broadway in Oakland, California, United States. Buzz Brown is dedicated to managing your wealth by creating a personalized strategy based on your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Buzz Brown can help you pursue your goals through personalized wealth management strategies. By participating in the community and volunteering with local organizations, Buzz Brown demonstrates a commitment to serving the needs of their clients. Through the Merrill Personal Wealth Analysis™, Buzz Brown can help you build a personalized plan centered on your goals and focused on what you want to achieve. By getting to know you as an investor and understanding your goals and priorities, Buzz Brown can customize a financial approach to help you pursue what matters most to you. With a focus on understanding your aspirations and helping you manage investment risk, Buzz Brown aims to turn your financial goals into a reality. By regularly checking in to discuss changes in your life and revisiting your financial approach, Buzz Brown can help you stay on track to achieve what's most important to you. Let Buzz Brown help you achieve your financial goals by getting to know you personally and creating a financial approach that reflects your unique needs and priorities. Contact Buzz Brown today to learn more about how they can help you live your best financial life.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.
Sun Financial Group
Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
Dennis N. Middleton, CPA
Dennis N. Middleton, CPA is a reputable accounting and finance institution located at 5959 Estates Drive in Oakland, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are an individual or a business owner, Dennis N. Middleton, CPA is committed to helping you achieve your financial goals with precision and professionalism.
Law Offices of Steven M. Simrin
The Law Offices of Steven M. Simrin is a reputable institution located in Oakland, California, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch representation and guidance to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for all of our clients' legal and financial needs. Visit us at 318 Harrison Street to learn more about how we can assist you.
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