TOP 30 Best Estates and trusts in Lafayette, California
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Lafayette Oaks
● ClosedLafayette Oaks is a reputable real estate agency located at 949 East Street in Lafayette, California, United States. Our dedicated team of experienced agents is committed to helping clients find their dream homes or sell their properties at the best possible price. With a strong focus on customer service and market expertise, Lafayette Oaks strives to provide personalized and professional assistance to meet the unique needs of each client. Whether you are looking to buy, sell, or rent a property in Lafayette or the surrounding areas, Lafayette Oaks is your trusted partner in real estate transactions. Contact us today to learn more about our services and how we can help you achieve your real estate goals.
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Black and Navis Law Group
● OpenBlack and Navis Law Group is a reputable law firm located in Lafayette, California. Our experienced team of lawyers is dedicated to providing high-quality legal services to our clients. We specialize in various areas of law, including personal injury, family law, estate planning, and business law. Our office is conveniently located at 3182 Old Tunnel Road, making it easily accessible for clients in the Lafayette area. Contact us today for expert legal representation and guidance.
3182 Old Tunnel Rd STE C, Lafayette, CA 94549, United States -
Block Advisors
● ClosedBlock Advisors is a renowned institution specializing in accounting and finance services, located at 3390 Mount Diablo Boulevard in Lafayette, California, United States. With a team of experienced professionals, Block Advisors offers personalized financial solutions to individuals and businesses, ensuring accurate tax preparation, financial planning, and investment management. Whether you are looking for assistance with tax filing or seeking advice on optimizing your financial portfolio, Block Advisors is dedicated to providing top-notch services tailored to meet your specific needs. Trust Block Advisors to help you navigate the complexities of the financial world with ease and confidence.
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Infinity Law Group
● ClosedInfinity Law Group is a reputable law firm located at 1020 Aileen Street in Lafayette, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients in the United States. Specializing in various areas of law, including family law, estate planning, and business law, we strive to deliver personalized and effective solutions to meet our clients' needs. With a commitment to excellence and a passion for justice, Infinity Law Group is the go-to institution for all your legal needs. Contact us today for a consultation.
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JP Reed - State Farm Insurance Agent
● ClosedJP Reed - State Farm Insurance Agent is a trusted insurance agency located at 3400 Mount Diablo Boulevard in Lafayette, California. Whether you need auto insurance, life insurance, or assistance with financial planning, JP Reed and his team are here to help. As a third generation State Farm Agent, JP has a strong commitment to providing excellent service to the community. In the month of March, it's a great time to review your life insurance coverage and ensure your family's future is protected. Reach out to JP Reed's team for a life insurance review and peace of mind. With years of experience and a dedication to customer service, the team at JP Reed - State Farm Insurance Agent is ready to assist with all of your insurance needs.
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Rubicon Mortgage Fund, LLC
● ClosedRubicon Mortgage Fund, LLC is a finance institution located at 3575 Mount Diablo Boulevard in Lafayette, California, United States. Specializing in providing fast and reliable funding for real estate transactions in California, Rubicon offers commercial loans for short-term lending, refinancing, equity cash out, and rehab fix & flip projects ranging from $250K to $15MM. With a focus on asset-based loans, Rubicon can customize a private money loan to meet the specific needs of each client. Transactions can be closed in as little as two weeks, allowing borrowers to make all cash offers on new properties while selling their current ones. Whether you are an agent, bank, or broker unable to secure traditional funding for your clients, Rubicon can help fund your deals and keep client relationships intact. Investors in the Fund gain a proportionate interest in all loans in the portfolio, secured by a first deed of trust. Stay updated on recent deals and opportunities with monthly emails from Rubicon, a direct private money lender in California. Rubicon Mortgage Fund is licensed under the California Financing Law (CFL 6053884) and Rubicon Realty Advisors, Inc. is also licensed under CFL 6053885.
3575 Mount Diablo Blvd #215, Lafayette, CA 94549, United States -
CunninghamLegal
● ClosedCunninghamLegal is a renowned institution located at 6200 Antioch Street, Oakland, California, United States. Specializing in estate planning and trust administration, CunninghamLegal is the go-to firm for individuals and families in Montclair Village, Oakland Hills, Piedmont, Alameda, San Leandro, Valle Vista, Berkeley, Moraga, Lafayette, Orinda, and Walnut Creek. Led by CEO and lead Attorney Jim Cunningham, the firm offers a wide range of legal services including asset protection, probate law, elder law, and more. With a focus on professional development and education, the experienced attorneys at CunninghamLegal stay up-to-date on the ever-changing laws surrounding estate planning. Jim Cunningham, a Certified Specialist in Estate Planning, Trust, and Probate Law, leads the team of dedicated attorneys who provide personalized and comprehensive legal services to clients of all backgrounds. Whether you need assistance with drafting a living trust, creating a will, or navigating probate proceedings, CunninghamLegal is here to guide you through every step of the process. Contact CunninghamLegal today to schedule an appointment and ensure your estate plan is in line with your current family situation and the latest laws.
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Law Offices of Joel A. Harris
● ClosedThe Law Offices of Joel A. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is a top estate planning attorney specializing in Estate Planning, Trust and Probate Law. Joel A. Harris is a State Bar Certified Specialist in this area, ensuring that your family's future is secure. Everyone has an estate, no matter how large or modest, and it is important to plan ahead to ensure your wishes are carried out. Estate planning involves more than just deciding who gets what after you pass away - it also involves minimizing taxes, legal fees, and court costs. Conveniently located near downtown Walnut Creek, the Law Offices of Joel A. Harris is easily accessible from surrounding communities such as Lafayette, Orinda, Danville, Alamo, Concord, Pleasant Hill, and Martinez. The office is situated near landmarks such as Lindsay Wildlife Museum, Mount Diablo State Park, and Ruth Bancroft Garden.
1990 N California Blvd 8th floor floor, Walnut Creek, CA 94596, United States -
Concentric Wealth Management
● ClosedConcentric Wealth Management is a leading finance institution located at 251 Lafayette Circle in Lafayette, California, United States. Specializing in wealth management services, they provide personalized financial planning and investment strategies to help clients achieve their financial goals. With a team of experienced professionals, Concentric Wealth Management offers expert advice and guidance to navigate the complexities of the financial world and secure a prosperous future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Concentric Wealth Management is dedicated to helping you build a strong financial foundation.
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spiegelman wealth management
● OpenSpiegelman Wealth Management is a premier financial institution located at 985 Moraga Road in Lafayette, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized service and tailored solutions, we provide comprehensive financial planning, investment management, and retirement planning services. Trust Spiegelman Wealth Management to guide you on the path to financial success.
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Wallace Advisory Group
● ClosedWallace Advisory Group is a reputable finance and insurance agency located at 3658 Mount Diablo Boulevard in Lafayette, California. With a team of experienced professionals, they offer expert financial advice and insurance solutions to individuals and businesses. Whether you are looking to invest wisely or protect your assets, Wallace Advisory Group is dedicated to helping you achieve your financial goals. Their convenient location in Lafayette, California makes it easy for clients in the area to access their services and expertise. Trust Wallace Advisory Group for all your financial and insurance needs.
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Edward Jones - Financial Advisor: Steve Duffy
● ClosedEdward Jones - Financial Advisor: Steve Duffy is a trusted financial institution located at 900 Lafayette Street in Santa Clara, California. Steve Duffy is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to invest, Steve Duffy can provide personalized financial guidance to help you make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Duffy is committed to helping clients secure their financial future.
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Pacific Financial Partners - John Hancock Financial Network
● ClosedPacific Financial Partners is a leading financial institution affiliated with John Hancock Financial Network, located at 3703 Mount Diablo Boulevard in Lafayette, California. Specializing in a wide range of financial services, including investment planning, retirement planning, and wealth management, Pacific Financial Partners is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Pacific Financial Partners is a trusted partner for navigating the complexities of the financial world.
3703 Mount Diablo Blvd, Lafayette, CA 94549, United StatesAdvertisements -
Tax Solutions
● ClosedTax Solutions is a reputable accounting and finance institution located at 637 Saint Marys Road in Lafayette, California. Our team of experienced professionals is dedicated to providing expert tax solutions for individuals and businesses alike. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complexities of the tax system. Trust Tax Solutions to provide you with personalized and reliable financial services to help you achieve your financial goals.
637 St Marys Rd, Lafayette, CA 94549, United States -
RC Blackwell's Tax Service
● ClosedRC Blackwell's Tax Service, located at 900 Lafayette Street in Santa Clara, California, is a reputable institution specializing in tax preparation and financial services. Our team of tax professionals, known as Authorized IRS e-file Providers, are experts in assisting individuals, small businesses, estates, trusts, corporations, and partnerships with their tax needs. In addition to tax preparation, we also offer bookeeping services, offer in compromise assistance, eFile services, and payment arrangements. As the Electronic Return Originator (ERO), we transmit tax return information directly to the IRS on behalf of our clients.
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Furstenthal Law Office
● ClosedFurstenthal Law Office is a reputable legal institution located at 3445 Golden Gate Way in Lafayette, California. Specializing in various areas of law, the experienced team at Furstenthal Law Office provides expert legal counsel and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Furstenthal Law Office is dedicated to providing top-notch legal services tailored to your specific needs. Trust in their professionalism and expertise to guide you through the legal process and achieve the best possible outcome for your case.
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Coldwell Banker Realty - Novato
● ClosedWelcome to Coldwell Banker Realty - Novato, your trusted real estate agency located at 7250 Redwood Boulevard, Novato, California. Proudly serving the vibrant communities of North Marin County, our historic Novato office extends its services from the picturesque locales of Petaluma to the bustling areas of San Rafael. Our team of 40 dedicated agents, including three who rank among Coldwell Banker’s Top 100 in the competitive San Francisco Bay area, are committed to providing exceptional real estate services. At Coldwell Banker Realty - Novato, our agents are not just professionals but also integral members of the community. They live, work, and actively contribute to the betterment of Novato by supporting local schools and participating in various philanthropic initiatives such as Homes for Humanity, Homeward Bound, and the Lucile Packard Children’s Hospital.
7250 Redwood Boulevard, Novato, California 94945, United States -
Blue Sapphire Homes
● OpenBlue Sapphire Homes is a premier real estate agency located in the heart of Lafayette, California. Our team of experienced agents is dedicated to helping clients find their dream homes in the beautiful Bay Area. Whether you are looking to buy, sell, or rent, we are here to provide personalized and professional service to meet your real estate needs. With a focus on integrity, transparency, and customer satisfaction, Blue Sapphire Homes is your trusted partner in the real estate market. Visit us at 3527 Mount Diablo Boulevard to start your journey to finding the perfect home.
224, 3815, 3527 Mount Diablo Blvd, Lafayette, CA 94549, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
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H D Mooers & Co
● OpenH D Mooers & Co is an insurance agency located at 3688 Mount Diablo Boulevard in Lafayette, California. They are dedicated to fighting for the best possible outcome for their clients, with a focus on life insurance. With deep relationships with quality insurance carriers, they ensure that every case is handled with care and attention to detail. Their team, led by President Jeff Mooers, is known for their expertise in product design and underwriting, ensuring that clients get the best coverage at the best cost. With over 30 years of experience, they have a reputation for excellence in the industry. Whether you are an agent or an individual looking for life insurance, H D Mooers & Co is the agency to trust.
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Nordhoff Law & Mediation
● ClosedNordhoff Law & Mediation is a reputable institution located at 2901 Lafayette Avenue in Newport Beach, California. Our team of experienced lawyers is dedicated to providing top-quality legal services to our clients. Whether you are in need of legal representation or mediation services, we are here to help. Contact us at (949)673-9510 or admin@nordhofflaw.com to learn more about how we can assist you. Please note that our office closes daily at noon for lunch. Remember that visiting our website does not establish an attorney-client relationship, and the information provided is for informational purposes only. Trust Nordhoff Law & Mediation to handle your legal matters with professionalism and expertise.
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LAW OFFICES OF NATASHA S. CHEE
● OpenThe Law Offices of Natasha S. Chee is a reputable legal institution located at 3527 Mount Diablo Boulevard in Lafayette, California, United States. Specializing in various areas of law, including family law, estate planning, and business law, our team of experienced attorneys is dedicated to providing personalized and effective legal solutions for our clients. With a commitment to excellence and a track record of success, we strive to protect our clients' rights and achieve the best possible outcomes for their legal matters. Contact us today for professional and reliable legal representation.
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AJB Law Group
● OpenAJB Law Group is a prestigious law firm located at 985 Moraga Road in Lafayette, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing top-notch legal representation and counsel to our clients. With a strong commitment to excellence and a track record of successful cases, AJB Law Group is a trusted institution in the legal community. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, our skilled attorneys are here to help. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
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Loh Legal
● OpenLoh Legal is a law firm located at 3559 Mount Diablo Boulevard in Lafayette, California. Our team of experienced attorneys specializes in a wide range of legal services to meet the needs of our clients. By filling out our online form, you acknowledge that you have read and understood the contents of our disclaimer. Trust Loh Legal to provide you with expert legal representation and guidance.
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Homestead SPC, Law, Loan & Realty Firm
● OpenHomestead SPC is a leading law, loan, and realty firm located in Newport Beach, California. Our team of experienced professionals is dedicated to providing top-notch legal services, loan assistance, and real estate expertise to our clients. Whether you need help with legal matters, financing options, or buying/selling property, Homestead SPC is here to guide you every step of the way. Trust us to handle your legal, financial, and real estate needs with professionalism and integrity. Contact us today to learn more about how we can assist you.
2808 Lafayette Ave Third Floor, Newport Beach, CA 92663, United StatesAdvertisements -
David R. Socher, Attorney at Law
● ClosedDavid R. Socher, Attorney at Law is a reputable institution located in Lafayette, California. Since 2008, they have been providing expert legal advice and support for international business transactions. Specializing in negotiating and drafting agreements for a wide range of companies, both domestic and international, they have represented clients in various industries such as skincare, cosmetics, wine, food, technology, and more. With extensive experience in pre-litigation negotiations and a wide range of legal matters including B2B disputes, product liability, real estate transactions, and employment issues, David R. Socher is a trusted advocate for his clients. Additionally, he has a strong background in trademark registrations and has helped numerous companies protect their intellectual property rights both in the United States and internationally.
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Law Offices of Arlene Kostant
● OpenThe Law Offices of Arlene Kostant is a reputable legal institution located at 3620 Mount Diablo Boulevard in Lafayette, California. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, Attorney Arlene Kostant and her team provide expert legal representation and guidance to clients throughout the United States. With a commitment to personalized service and attention to detail, clients can trust the Law Offices of Arlene Kostant to provide effective legal solutions tailored to their individual needs.
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Sassano & Fleischer Attorneys at Law
● ClosedSassano & Fleischer Attorneys at Law is a prestigious law firm located at 3685 Mount Diablo Boulevard in Lafayette, California. Specializing in various legal areas, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized services to our clients. Whether you are in need of assistance with a civil litigation case, estate planning, business law, or any other legal matter, our firm is here to help. Trust Sassano & Fleischer Attorneys at Law for expert legal guidance and support in the Lafayette area.
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Hunsucker Goodstein PC
● ClosedHunsucker Goodstein PC is a reputable law firm located at 3717 Mount Diablo Boulevard in Lafayette, California. Specializing in various areas of law, the experienced attorneys at this institution provide expert legal advice and representation to clients in need. With a commitment to professionalism and client satisfaction, Hunsucker Goodstein PC is dedicated to achieving the best possible outcomes for their clients' legal matters. Whether you are seeking assistance with business law, estate planning, or litigation, this firm is ready to provide top-notch legal services tailored to your specific needs. Contact Hunsucker Goodstein PC today to schedule a consultation and discuss your legal needs.
3717 Mount Diablo Blvd #200, Lafayette, CA 94549, United States -
Perez & Miller
● ClosedPerez & Miller is a reputable law firm located at 3730 Mount Diablo Boulevard in Lafayette, California. Specializing in various areas of law, the experienced attorneys at Perez & Miller provide expert legal counsel and representation to clients in need. Whether you are facing a personal injury case, dealing with a family law matter, or require assistance with estate planning, the dedicated team at Perez & Miller is here to help. Trust in their expertise and commitment to achieving the best possible outcome for your legal needs. Contact Perez & Miller today to schedule a consultation.
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