Estate tax planning in San Rafael, CA
18 results found
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Transfers Taxes & More
● OpenTransfers Taxes & More is a leading accounting and finance institution located at 126 Alto Street in San Rafael, California, United States. With a team of experienced professionals, we specialize in providing expert guidance and support in all aspects of transfers, taxes, and more. Whether you need assistance with tax preparation, financial planning, or estate transfers, our dedicated team is here to help you navigate the complex world of accounting and finance. Trust Transfers Taxes & More to provide you with reliable and efficient services to meet all your financial needs.
126 Alto St Suite A, San Rafael, CA 94901, United States -
CunninghamLegal
● ClosedCunninghamLegal is a trusted institution located at 999 Fifth Avenue in San Rafael, California. Specializing in estate planning, trust administration, asset protection, probate law, advanced tax planning, and elder law, CunninghamLegal is led by CEO and founder Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law. Jim Cunningham, a bestselling author, is dedicated to providing expert legal services to clients in Marin County and surrounding areas. The team at CunninghamLegal is committed to helping individuals and families navigate the complexities of estate planning, ensuring that their wishes are carried out effectively. With a focus on professionalism, knowledge, and care, the lawyers and staff at CunninghamLegal assist clients in creating personalized estate plans that reflect their unique needs and circumstances.
999 Fifth Ave STE 200, San Rafael, CA 94901, United States -
Glassberg, Pollak & Associates
● OpenGlassberg, Pollak & Associates is a leading financial consulting firm located in San Rafael, California. With a prime location at 1000 4th Street, this institution offers a wide range of services including investment management, retirement planning, estate planning, and tax consulting. The team of experienced professionals at Glassberg, Pollak & Associates 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 minimize your tax liabilities, Glassberg, Pollak & Associates has the expertise and resources to help you succeed. Contact them today to schedule a consultation and start building a solid financial foundation.
1000 4th St Suite 570, San Rafael, CA 94901, United States -
Thompson Welch Soroko & Gilbert LLP
● ClosedThompson Welch Soroko & Gilbert LLP is a renowned finance and law firm located at 3950 Civic Center Drive in San Rafael, California, United States. With a team of experienced lawyers and financial experts, the institution offers top-notch legal and financial services to its clients. Whether you need assistance with financial planning, investment strategies, or legal representation, Thompson Welch Soroko & Gilbert LLP is dedicated to providing expert guidance and support. Trust in their expertise and professionalism for all your financial and legal needs.
3950 Civic Center Dr #300, San Rafael, CA 94903, United States -
Kuhlmann Associates Financial
● ClosedKuhlmann Associates Financial, located at 1455 1st Street in Napa, California, is a finance institution dedicated to helping clients define and achieve financial freedom. Our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situations. We offer personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, and we offer educational workshops, events, and social gatherings to connect with our clients. Whether you are looking to plan for your future, navigate a divorce, or manage your estate, our team is here to help design a path to your financial goals.
1455 1st St #215, Napa, CA 94559, United States -
First Street Wealth Advisors
● OpenFirst Street Wealth Advisors is a leading finance institution located at 68 Mitchell Boulevard in San Rafael, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, retirement planning, investment management, and estate planning services. Contact us today to learn how we can help you secure a prosperous financial future.
68 Mitchell Blvd # 200, San Rafael, CA 94903, United States -
Fiduciary Financial Group
● ClosedFiduciary Financial Group is a reputable finance institution located at 1101 Fifth Avenue in San Rafael, California, United States. As a trusted fiduciary, we prioritize the best interests of our clients by providing personalized financial planning and investment management services. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through sound advice and strategic decision-making. Trust Fiduciary Financial Group to guide you towards a secure financial future.
1101 Fifth Ave, San Rafael, CA 94901, United States -
Scarbrough Financial Group, LLC.
● ClosedScarbrough Financial Group, LLC. is a finance institution located at 3950 Civic Center Drive in San Rafael, California, United States. With a strong focus on providing personalized financial solutions for individuals and businesses, Scarbrough Financial Group, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and wealth management. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Trust Scarbrough Financial Group, LLC. to provide expert guidance and tailored solutions to meet your financial needs.
3950 Civic Center Dr # 220, San Rafael, CA 94903, United States -
Coastal Wealth Management Group - Morgan Stanley
● OpenCoastal Wealth Management Group - Morgan Stanley is a leading finance institution located at 750 Lindaro Street in San Rafael, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. With a focus on building long-term relationships based on trust and integrity, Coastal Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
750 Lindaro St Suite 300, San Rafael, CA 94901, United States -
Polaris Greystone Financial Group, LLC
● ClosedLocated in San Rafael, California, Polaris Greystone Financial Group, LLC is a finance institution that offers a comprehensive suite of services for individuals and families with complex financial needs. As part of RWA Wealth Partners, they believe in the importance of enjoying life, pursuing goals, and experiencing well-being as the true symbols of wealth. With over 6,000 clients trusting them to build and preserve their wealth for generations, Polaris Greystone Financial Group provides institutional quality investment management, tax preparation, estate planning, and trust services all under one roof. They also offer personalized tax advice through RWA Tax Solutions, LLC, and legal services through their partnership with Hall & Diana LLC. With a focus on creating sustainable plans and mitigating risk, their experienced advisors can help clients navigate the complexities of managing and maximizing their wealth. Whether it's crafting a well-balanced portfolio, creating liquidity with stock grants, or introducing valuable business relationships, Polaris Greystone Financial Group aims to give clients the confidence to pursue their financial goals to the fullest. With a human-first approach to wealth management, they strive to bring clients and their families the financial future they aspire to.
824 E St, San Rafael, CA 94901, United States -
Anspach Financial Group
● ClosedAnspach Financial Group is a reputable accounting and finance institution located at 900 Fifth Avenue in San Rafael, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, investment management, or retirement planning, Anspach Financial Group has the expertise to assist you in achieving your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.
900 Fifth Ave STE 202, San Rafael, CA 94901, United States -
Miles Brown Asset Management, LLC
● ClosedMiles Brown Asset Management, LLC is a finance institution located at 175 North Redwood Drive, San Rafael, California, United States. Since 2007, they have been helping clients establish strategies and portfolios to meet their long-term financial goals. Services offered include retirement income planning, 401k savings, financial planning, investment management, taxes, estate inheritance, and more. The team at Miles Brown Asset Management is committed to ethics and integrity, providing unbiased recommendations and impartial guidance to clients. The founder, Daniel, has a background in financial planning and investment management, with a certificate in Financial Planning from U.C.L.A. and a Juris Doctor degree. Greg, a Compliance Consultant with over 25 years of experience in the financial services industry, ensures that operations are aligned with regulatory guidelines.
175 N Redwood Dr Suite 140, San Rafael, CA 94903, United States -
Carson Wealth
● ClosedCarson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
2370 Kerner Blvd #350, San Rafael, CA 94901, United States -
Nelson, Vogelheim & Phillips LLP
● OpenNelson, Vogelheim & Phillips LLP is a prestigious law firm located at 1101 Fifth Avenue in San Rafael, California. With a team of experienced attorneys, the firm specializes in a wide range of legal services including corporate law, real estate law, and estate planning. Clients can expect personalized attention and expert guidance from the dedicated professionals at Nelson, Vogelheim & Phillips LLP. Whether you are a business owner, homeowner, or individual seeking legal advice, this firm is committed to providing top-notch representation and achieving favorable outcomes for their clients.
1101 Fifth Ave #305, San Rafael, CA 94901, United States -
Munoz Mc Cue Financial Services
● OpenMunoz Mc Cue Financial Services is a reputable accounting and finance institution located at 2144 4th Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business, Munoz Mc Cue Financial Services is dedicated to helping you achieve your financial goals and secure your financial future. Visit them today to see how they can help you with your financial needs.
2144 4th St A, San Rafael, CA 94901, United States -
Robert Brownstein CPA
● OpenRobert Brownstein CPA is a reputable institution located at 802 B Street in San Rafael, California, United States. Specializing in accounting, finance, and real estate services, Robert Brownstein CPA offers expert advice and solutions to individuals and businesses alike. With a dedicated team of professionals, clients can trust in the institution's expertise and commitment to providing top-notch services. Whether you need help with tax preparation, financial planning, or real estate transactions, Robert Brownstein CPA is the go-to institution for all your accounting and finance needs.
802 B St, San Rafael, CA 94901, United States -
Law Office Of Joan C. Rodman
● ClosedThe Law Office of Joan C. Rodman is a reputable institution located at 1629 Fifth Avenue in San Rafael, California. Specializing in accounting, finance, and legal services, our experienced team is dedicated to providing top-notch assistance to our clients. Whether you need help with tax planning, estate planning, or legal representation, our skilled professionals are here to guide you every step of the way. Trust the Law Office of Joan C. Rodman for all your financial and legal needs.
1629 Fifth Ave, San Rafael, CA 94901, United States -
Amazing South Bay Homes @ COMPASS
● OpenWelcome to Amazing South Bay Homes @ COMPASS, your premier real estate agency located at 21250 Hawthorne Boulevard, Torrance, California. Specializing in the vibrant and diverse Greater South Bay Area, we are dedicated to helping you find your dream home or sell your property for maximum returns. Our experienced team, led by Sam and Bindu, is renowned for their exceptional customer service, expert market knowledge, and strategic negotiation skills. With Instant MLS Access and New Listing Alerts, you'll never miss an opportunity to discover your ideal home. Whether buying or selling, Sam and Bindu's hands-on approach ensures a seamless and stress-free experience. Their commitment to excellence has helped clients achieve their desired outcomes, often exceeding expectations by closing deals swiftly and efficiently.
21250 Hawthorne Boulevard, Torrance, California 90503, United States
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