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TOP 30 Family protection strategies in California
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Search for local businesses, places and services near you
DeCarli Law
DeCarli Law, located at 45100 Main Street in Mendocino, California, is a team of experienced estate planning lawyers dedicated to helping clients achieve their goals. They understand the importance of having a solid estate plan in place to protect loved ones and ensure that wishes are carried out in the event of death. The lawyers at DeCarli Law specialize in creating living trusts to minimize taxes, avoid probate, and protect assets. They also assist with trust administration, helping trustees navigate the complexities of managing assets, distributions, and filings.
Galanti & Copenhaver, Inc.
Galanti & Copenhaver, Inc. is a prestigious law firm located at 1180 4th Street in Santa Rosa, California. With a team of experienced and dedicated lawyers, they specialize in providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury cases, family law matters, or business disputes, the professionals at Galanti & Copenhaver, Inc. are here to help. Their commitment to excellence and client satisfaction sets them apart as one of the leading law firms in the area. Contact them today for expert legal representation.
Law Office of David P. Gardner
The Law Office of David P. Gardner is a trusted institution located at 1390 North McDowell Boulevard in Petaluma, California. As a dedicated lawyer, David P. Gardner provides personalized and professional services to his clients, whether it be in the areas of bankruptcy, negotiated debt settlement, trademarks, or copyrights. With numerous 5-star reviews from satisfied clients, David ensures that every client understands each step of the legal process. Clients appreciate David's convenient meeting times and locations, which allows them to avoid missing work or paying for childcare. Debt resolution can be a difficult and emotional process, but David ensures that there is no judgment in his office. Testimonials from clients express gratitude for David's guidance, perseverance, and professionalism throughout their legal proceedings.
Newman & Evans, A.P.C.
Newman & Evans, A.P.C. is a reputable law firm located at 917 Missouri Street in Fairfield, California, United States. With a team of experienced and dedicated lawyers, they provide expert legal services in various practice areas. Whether you are in need of assistance with personal injury cases, family law matters, or business litigation, Newman & Evans, A.P.C. is committed to providing top-notch legal representation. Clients can trust in their professionalism, integrity, and dedication to achieving the best possible outcome for their cases. Contact Newman & Evans, A.P.C. today for all your legal needs.
Greene Estate, Probate, and Elder Law Firm - San Francisco Bay Area CA
Greene Estate, Probate, and Elder Law Firm located in the San Francisco Bay Area, California, offers tailored estate planning solutions led by Attorney Jay Patrick Greene, CPA. Specializing in estate planning, probate, asset protection, and elder care planning, the firm provides personalized strategies to safeguard assets and ensure the seamless execution of clients' wishes. With a focus on protecting clients' legacies and assets for future generations, Attorney Greene and his team offer comprehensive legal services tailored to the unique needs of each individual or family. From estate planning to probate and dispute resolution, Greene Estate, Probate, and Elder Law Firm is dedicated to providing expert guidance and support to clients in San Francisco and the Bay Area. Schedule a consultation today to secure your future and protect your loved ones with the help of experienced legal professionals.
Financial Advisor David McDonald New York Life
Financial Advisor David McDonald at New York Life in Willows, California offers a wide range of finance and insurance services to meet your individual needs and budget. Specializing in creating custom insurance and financial solutions, David works closely with clients to develop comprehensive approaches that address current needs, future goals, and wealth transfer to the next generation. From permanent life insurance policies with guaranteed benefits to investments designed to help pay for college expenses, David can help you navigate through various phases of life with expert guidance and personalized strategies. With a focus on protecting your family's future and ensuring financial security, David is committed to building long-term relationships with his clients. Whether you need help with retirement planning, estate planning, or simply understanding financial terminology, David McDonald is here to help you every step of the way. Contact him today to start planning for a secure financial future.
The Pakneshan Firm
The Pakneshan Firm is a premier criminal and DUI law firm located at 50 California Street in San Francisco, California. Led by former Deputy District Attorney Pezhman Pakneshan, the firm is dedicated to providing clients with the highest quality legal representation in state and federal criminal and administrative matters. With experience handling cases in various counties in the Bay Area, The Pakneshan Firm has the expertise and resources to handle all phases of your case. Specializing in DUI defense, Mr. Pakneshan has prosecuted thousands of cases and received extensive training in all aspects of DUI cases. Clients have praised his intelligence, knowledge, and professionalism, recommending him for criminal defense matters.
The Jellins Group APLC
The Jellins Group APLC is a prestigious law firm located at 841 Menlo Avenue in Menlo Park, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. Specializing in a variety of practice areas, including business law, real estate law, and estate planning, we strive to deliver personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, The Jellins Group APLC is the go-to choice for legal representation in the Menlo Park area.
Robin Ferguson & Kempton
Robin Ferguson & Kempton is a law firm located at 750 Menlo Avenue in Menlo Park, California, specializing in family law matters. Our team of dedicated lawyers is experienced in handling divorce, custody, property division, nullities, paternity, domestic violence restraining orders, spousal support, and child support cases. We understand that every family law case is unique, which is why we take a custom and holistic approach to each situation. Our goal is to work collaboratively with our clients to tailor strategies and identify resources that will help them achieve their goals and protect their rights as they move forward with their lives.
Wasson Investment Services
Wasson Investment Services, located at 6020 Commerce Boulevard in Rohnert Park, California, is a finance and insurance agency that aims to provide families and businesses with innovative financial strategies to improve their quality of life. Through a true partnership with clients, they design customized financial plans to provide confidence, clarity, and protection for the future. Specializing in income planning for retirement, Wasson Investment Services helps clients navigate through accumulation, distribution, and preservation phases while utilizing tax-advantaged vehicles to achieve retirement income goals. Their New Generation Retirement® system incorporates stewardship, transparency, and technology in five steps to help clients weather the complex challenges of the financial world. They also provide education on Social Security benefits and offer personalized risk analysis through the Color of Money Risk Analysis tool.
Nguyen & Limon Attorneys at Law
Nguyen & Limon Attorneys at Law is a reputable law firm located at 1625 The Alameda in San Jose, California, United States. Our team of experienced attorneys specializes in family law, criminal defense, and estate planning, serving clients throughout the major Bay Area counties. We understand that legal matters can be overwhelming and stressful, which is why we are committed to providing you with the confidence and guidance you need to navigate through your case successfully. Whether we are negotiating a settlement or aggressively fighting for your rights, we will always strive to resolve your case in a cost-efficient and effective manner.
Rodriguez Lagorio, LLP
Rodriguez Lagorio, LLP is a compassionate estate and family law firm located at 43430 Mission Boulevard in Fremont, California. Specializing in divorce, estate planning, and probate, our expert attorneys have been serving Bay Area families since 2011. We understand the complexities of the legal system and offer guidance and counsel to help you navigate through difficult decisions during challenging times in your life. Our dedicated team listens to your concerns, explains your options, and helps you anticipate outcomes to make informed choices. Whether you need assistance with family law matters, estate planning, revocable trusts, trust administration, or probate, our proactive advice and counsel will ensure your rights are protected and your best interests are served.
Anastasi & Nielsen
Anastasi & Nielsen is a family-owned law firm located in Campbell, California, dedicated to helping clients protect their loved ones through estate planning. With over 40 years of experience, our team of lawyers specializes in creating personalized estate plans for families of all sizes. Our innovative strategies ensure that your assets are safeguarded according to your wishes. Whether you need assistance with a traffic ticket or other legal matters, our firm provides excellent service with clear communication and professionalism. Visit us at 42 West Campbell Avenue, Suite 200, Campbell, CA 95008 to learn more about how we can help you plan for the future.
Mattice Law Offices: Whiting III Sidney E
Mattice Law Offices: Whiting III Sidney E is a reputable law firm located at 547 Jefferson Street in Fairfield, California. Specializing in legal services, particularly in the field of law, the institution is known for its dedication to providing top-notch representation and personalized attention to clients. With a strong focus on professionalism and integrity, Mattice Law Offices is committed to helping individuals navigate the complexities of the legal system with ease and confidence. Whether you are in need of legal advice, representation, or advocacy, the experienced team at Mattice Law Offices: Whiting III Sidney E is here to assist you every step of the way.
Jonathan C. Watts | East Bay Business & Tax Lawyer
Jonathan C. Watts | East Bay Business & Tax Lawyer is a renowned institution located at 2010 Crow Canyon Place, San Ramon, California, United States. Specializing in accounting, finance, and legal services, Jonathan C. Watts is a Certified Specialist in Taxation Law with a dedication to providing the best possible legal expertise in business, tax, and estate planning. With a focus on personalized services tailored to meet the unique desires and needs of each client, the institution offers a treasure trove of expertise in business formation, estate planning, and tax strategies. Whether you are a budding entrepreneur, an individual planning your legacy, or navigating complex tax issues, Jonathan C. Watts and his team are there to guide you every step of the way.
Bridge Law LLP
Bridge Law LLP is a prestigious law firm located at 2 Union Square in Union City, California, United States. Specializing in domestic and international counsel for families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We can help you restructure and save on various taxes such as property taxes, income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can handle all your legal business needs, including business formations, mergers & acquisitions, and tax planning. We also have a dedicated team of international law attorneys who excel at integrating local and foreign regulations to meet each client's unique business objectives.
CBCLife Financial Services
CBCLife Financial Services is a comprehensive financial institution located at 333 Gellert Boulevard in Daly City, California. Our services include finance, insurance, and real estate, providing our clients with a one-stop shop for all their financial needs. With a team of experienced professionals, we are dedicated to helping individuals and businesses achieve their financial goals and secure their future. Visit us today to learn more about our tailored financial solutions.
Northwestern Mutual Life Insurance: James M Barnes
Northwestern Mutual Life Insurance: James M Barnes, located at 111 Sutter Street, San Francisco, California, United States, is a finance and insurance agency dedicated to helping individuals protect their families and achieve their financial goals. Our team of financial advisors offers personalized plans that balance current and future priorities, providing a wide range of financial options such as investments and insurance tailored to individual goals. With top financial strength ratings and recognition for best customer experience, our advisors guide clients through life events and help them plan for the future with confidence. By combining growth and protection strategies, we help clients make the most of their financial resources and live the life they've always wanted. Through a commitment to diversity and inclusion, we strive to create a culture of respect and support for our employees, advisors, clients, and communities. Connect with an advisor today to start planning for a secure and fulfilling financial future with Northwestern Mutual Life Insurance: James M Barnes.
Transamerica Agency Network
The Transamerica Agency Network is an insurance agency located at 2200 Powell Street in Emeryville, California. As part of the Transamerica Corporation, our agency offers a wide range of insurance products and services to protect our clients' financial well-being. Our team of experienced agents is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your future. Contact us today to learn more about how we can assist you in achieving your financial goals.
World Financial Group Inc
World Financial Group Inc is an insurance agency located at 840 Hinckley Road in Burlingame, California, United States. With a focus on providing financial services and products to individuals and families, World Financial Group Inc offers a range of insurance options to protect and secure their clients' financial future. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether it's life insurance, retirement planning, or wealth management, World Financial Group Inc is committed to providing personalized solutions to meet the unique needs of each client. Visit their office in Burlingame today to learn more about how they can help you secure your financial future.
Farmers Insurance - Jennifer Morris
Farmers Insurance - Jennifer Morris is a trusted insurance agency located at 2217 Second Street, Livermore, California, United States. With over 25 years of combined experience in the insurance industry, we are dedicated to helping clients in Livermore and the surrounding areas find the best insurance coverage and financial strategies to meet their needs. Our specialties include auto, home, business, and life insurance, as well as Farmers Financial Solutions*. At the Jennifer Morris Insurance Agency, we pride ourselves on providing a welcoming environment where clients can gain a thorough understanding of their insurance and investment options. Our approach is personal and we value building long-lasting relationships with our clients. Whether you are looking for retirement funding, college savings, income protection, or other financial strategies, we are here to help.
Crystal Rankins, Financial Professional - New York Life
Crystal Rankins, Financial Professional at New York Life in San Ramon, California, is a trusted expert in the world of finance and insurance. With a commitment to helping individuals and families secure their financial futures, Crystal provides personalized guidance and tailored solutions to meet each client's unique needs. Located at 2633 Camino Ramon, Crystal Rankins, Financial Professional is dedicated to providing top-notch service and support to clients in the San Ramon area and beyond. Whether you are looking to plan for retirement, protect your loved ones with life insurance, or grow your wealth through smart investment strategies, Crystal Rankins is here to help you every step of the way. Trust in Crystal Rankins, Financial Professional, to help you achieve your financial goals and secure peace of mind for the future.
New York Life Insurance Company
New York Life Insurance Company, located at 400 Camino Aguajito in Monterey, California, offers a variety of permanent life insurance 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. The institution also provides support for everyday tasks, income replacement in case of illness or injury, professionally managed investments, and guidance for creating an estate plan. Additionally, New York Life offers insurance options for employees, executives, business owners, and small businesses, as well as solutions for college savings, income generation, and legacy protection. The institution is committed to giving back to communities through charitable giving and financial support for bereavement, education, and local initiatives. Clients can work with Registered Representative and Insurance Agent Traci Shane Davis to develop personalized financial strategies and plans for the future.
Arun Candadai, Bankers Life Agent
Arun Candadai, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a dedicated Bankers Life Agent, Arun Candadai offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Arun Candadai is a trusted partner in helping clients navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Arun Candadai, Bankers Life Agent is here to help you secure peace of mind for the future.
Chris George: Primerica - Financial Services
Chris George: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Hangar Way in Watsonville, California, United States. With a focus on providing top-notch financial services, including investment strategies, retirement planning, and insurance options, Chris George and his team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to secure your future or protect your assets, Primerica offers personalized solutions tailored to your specific needs. Trust in Chris George and Primerica for expert financial guidance and peace of mind.
Allstate Personal Financial Representative: David Nguyen
Allstate Personal Financial Representative: David Nguyen is a trusted finance and insurance agency located at 3241 South White Road in San Jose, California. As a representative of Allstate, David Nguyen offers personalized financial planning services to help clients achieve their financial goals and protect their assets. With a focus on building long-term relationships, David Nguyen provides expert advice on insurance products and investment strategies tailored to each individual's needs. Whether you are looking to safeguard your family's future or grow your wealth, Allstate Personal Financial Representative: David Nguyen is dedicated to helping you secure a sound financial future.
New York Life
New York Life is an insurance agency located at 2853 Geer Road in Turlock, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide coverage to help pay for everyday tasks if needed, replace lost income due to sickness or injury, and offer professionally managed investments with potential market gains. New York Life also offers bundled investments with low fees, designed to help with education expenses, retirement income, and estate planning.
Charles Paglialunga, Attorney At Law
Charles Paglialunga, Attorney At Law is a reputable law firm located at 11622 El Camino Real in San Diego, California. Specializing in various legal matters, Mr. Paglialunga provides expert legal representation and guidance to his clients. With a focus on personal injury, criminal defense, and family law cases, he is dedicated to achieving the best possible outcomes for those he represents. With years of experience and a commitment to excellence, Charles Paglialunga, Attorney At Law is a trusted advocate for individuals in need of legal assistance in the San Diego area.
Wacker Wealth Partners
Wacker Wealth Partners is a finance institution located at 892 Aerovista Place in San Luis Obispo, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized investment strategies and wealth management solutions. We provide comprehensive financial planning services to help our clients build and protect their wealth for the future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Wacker Wealth Partners is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start planning for a secure financial future.
Dennis Frank Silveria: Primerica - Financial Services
Dennis Frank Silveria: Primerica - Financial Services is a reputable finance and insurance agency located at 535 Orchard Road in Nipomo, California, United States. With a focus on providing top-notch financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by experienced professionals, Dennis Frank Silveria: Primerica offers a wide range of financial products and services, including investment planning, retirement planning, life insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized solutions to meet your unique needs. Contact them today to start building a secure financial future.
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