Inheritance estate planning in Concord, California
31 results found
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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.
H&R Block
H&R Block is a trusted accounting and finance institution located at 2151 Salvio Street in Concord, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for help with your taxes or a business in need of financial guidance, H&R Block is dedicated to providing personalized solutions to meet your needs. Visit us today to experience our commitment to excellence in accounting and finance.
Moyal & Moyal, A Professional Law Corporation
Moyal & Moyal, A Professional Law Corporation is a reputable law firm located in Concord, California. With a focus on providing expert legal services to clients in need of professional representation, Moyal & Moyal specializes in various areas of law including personal injury, family law, criminal defense, and estate planning. The team of experienced attorneys at Moyal & Moyal is dedicated to achieving the best possible outcomes for their clients, offering personalized and strategic legal solutions tailored to each individual case. Located at 1849 Clayton Road, Moyal & Moyal is committed to upholding the highest standards of professionalism and integrity in the legal field.
Verduzco Law Firm
Verduzco Law Firm is a reputable legal institution located at 4180 Treat Boulevard in Concord, California, United States. With a team of experienced and dedicated attorneys, we specialize in providing high-quality legal services to our clients. Our areas of expertise include personal injury law, criminal defense, family law, and estate planning. We are committed to advocating for our clients' rights and achieving the best possible outcomes for their cases. Contact Verduzco Law Firm today for professional legal representation you can trust.
Law Offices of Dawn Ceizler
The Law Offices of Dawn Ceizler is a reputable legal firm located at 5486 Pine Hollow Road in Concord, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal representation and personalized service to each and every client. With a track record of success and a commitment to achieving the best possible outcome for our clients, the Law Offices of Dawn Ceizler is the go-to choice for all your legal needs in the Concord area.
Law Offices of Joel A. Harris
The Law Offices of Joel A. Harris, located at 5444 Clayton Road in Clayton, California, is a top estate planning attorney specializing in trust and probate law. With a State Bar Certified Specialist in Estate Planning, Trust and Probate Law, the firm is dedicated to helping clients protect their assets and ensure their wishes are carried out after they pass away. Estate planning is essential for everyone, regardless of the size of their estate. The team at Law Offices of Joel A. Harris can help you create a comprehensive plan that outlines who will receive your assets, what they will receive, and when they will receive it. By planning in advance, you can minimize taxes, legal fees, and court costs, ensuring that your loved ones are taken care of according to your wishes.
Roscha & Odne LLP Attorneys at Law
Roscha & Odne LLP Attorneys at Law is a reputable law firm located at 2300 Clayton Road in Concord, California. Specializing in various legal areas, including personal injury, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a focus on professionalism, integrity, and personalized service, we strive to achieve the best possible outcomes for our clients. Whether you are facing a legal dispute or need assistance with planning for the future, Roscha & Odne LLP Attorneys at Law is here to help. Contact us today to schedule a consultation.
Law Offices of Joel A. Harris
The 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.
Rayo Law Offices, Inc., A Professional Corporation
Rayo Law Offices, Inc., A Professional Corporation is a reputable law firm located in Concord, California. Specializing in various areas of law, their team of dedicated lawyers provide expert legal advice and representation to clients in need. With a focus on professionalism and integrity, Rayo Law Offices, Inc. is committed to providing top-notch legal services to individuals and businesses alike. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, their experienced attorneys are ready to help. Visit their office at 2151 Salvio Street to discuss your legal needs with the experts at Rayo Law Offices, Inc., A Professional Corporation.
John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC
John Castaneda is a Financial Advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California, United States. John holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone with specific financial needs, John Castaneda can provide you with personalized financial advice and guidance to help you achieve your financial goals. Contact John today for professional financial services tailored to your unique situation.
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ is a reputable financial institution located at 2485 Salvio Street in Concord, California, United States. As a Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), Umberto Leone offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Umberto Leone is dedicated to helping individuals and families secure their financial futures.
Dunford Law Group, LLP
Dunford Law Group, LLP is a reputable law firm located at 1355 Willow Way in Concord, California. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. Whether you are in need of assistance with personal injury, family law, estate planning, or business law, Dunford Law Group, LLP is committed to helping you navigate through the legal process with professionalism and expertise. Contact them today for a consultation to discuss your legal needs.
Littorno Law
Littorno Law Group, located at 16935 West Bernardo Drive in San Diego, California, assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. With office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, our firm practices in various areas of estate planning. Our website is designed to provide you with valuable information on estate planning and tax issues, saving you time and money. We also assist clients throughout Contra Costa County, including areas such as Antioch, Brentwood, Concord, Danville, and San Ramon. Contact us for expert legal assistance in estate planning and related matters.
ALLEN, THOMAS & ASSOCIATES
Allen, Thomas & Associates is a reputable institution located at 2180 California Street in Concord, California, United States. Specializing in providing top-notch financial and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to build long-lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.
Inter Tax
Inter Tax is a reputable accounting and finance institution located at 1651 Willow Pass Road in Concord, California, United States. With a team of experienced professionals, Inter Tax offers a wide range of services including tax preparation, financial planning, and accounting solutions for individuals and businesses. Whether you need assistance with tax filing or financial consulting, Inter Tax is dedicated to providing top-notch services to help you achieve your financial goals. Visit us today to see how we can assist you with your financial needs.
Montefalcon Law Offices
Montefalcon Law Offices is a reputable law firm located at 2030 Diamond Boulevard in Concord, California. Specializing in various areas of law, our experienced team of lawyers is dedicated to providing top-notch legal services to clients in the United States. With a commitment to professionalism and excellence, Montefalcon Law Offices is here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC
Gary Cruff is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Gary provides personalized advice and guidance to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Gary can help you create a customized financial plan to meet your needs. With a focus on building long-term relationships based on trust and integrity, Gary Cruff is dedicated to helping his clients secure their financial future.
BSI Financial Services Inc
BSI Financial Services Inc is a finance institution located at 1355 Willow Way in Concord, California, United States. With a focus on providing comprehensive financial services, BSI Financial Services Inc offers a range of solutions to meet the diverse needs of their clients. Whether it's investment management, wealth planning, or retirement planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, BSI Financial Services Inc is a trusted partner for all your financial needs.
A One-Stop Financial Supermarket
The "One-Stop Financial Supermarket" located at 2075 Diamond Boulevard in Concord, California, is your go-to destination for all your financial needs. Whether you're looking for banking services, investment opportunities, insurance options, or retirement planning, this institution has it all under one roof. With a wide range of products and services available, knowledgeable staff, and convenient location, you can trust that your financial matters are in good hands. Visit us today and experience the convenience and expertise of our one-stop financial solution.
Law Offices of Terri L. Brewer
The Law Offices of Terri L. Brewer is a reputable legal institution located at 4494 Treat Boulevard in Concord, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our dedicated team of lawyers is committed to providing top-notch legal services and representation to our clients. With years of experience and a track record of success, we strive to achieve the best possible outcomes for our clients. Contact us today for expert legal advice and assistance.
Law Offices of Robert G. Schock
The Law Offices of Robert G. Schock is a reputable legal institution located at 1320 Willow Pass Road in Concord, California. Specializing in various areas of law, including personal injury, criminal defense, and family law, Attorney Robert G. Schock and his team provide expert legal representation and guidance to clients in the Concord area and beyond. With a commitment to excellence and a track record of success, the Law Offices of Robert G. Schock is dedicated to advocating for their clients' rights and achieving favorable outcomes in their legal matters. Contact them today for a consultation.
Demiris Law Firm
Demiris Law Firm is a trusted institution located at 18 Crow Canyon Court, San Ramon, California, United States. Specializing in Elder Law, Inheritance Disputes, Trusts, Estates, Probate, Conservatorships, and Guardianships, our expert attorneys serve all of Northern California with a focus on Contra Costa and Alameda Counties. We have successfully litigated cases throughout California, offering free consultations for disputed matters. Our team is dedicated to providing caring and trustworthy assistance for legal issues related to family, business, divorce, debt, tax, assets, and health. Located near downtown Livermore, our office is conveniently situated near historic landmarks and retail establishments. Livermore serves as a hub for finance, culture, and politics in the Tri-Valley area, offering easy access to highways and regional parks. Our boutique trust and estate law firm can be easily found throughout Tri-Valley, including Brentwood, Antioch, Pittsburg, Concord, Walnut Creek, Hayward, and Fremont.
Archvest Wealth Advisors
Archvest Wealth Advisors is a leading finance institution located at 1390 Willow Pass Road in Concord, California, United States. Our team of experienced wealth advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. With a focus on long-term growth and wealth preservation, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial markets. Whether you are planning for retirement, investing for the future, or managing your wealth, Archvest Wealth Advisors is here to help you every step of the way.
AYA Wealth
AYA Wealth is a finance institution located at 1390 Willow Pass Road in Concord, California, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, AYA Wealth is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Woods Financial & Insurance Services
Woods Financial & Insurance Services is a trusted finance institution located at 1355 Willow Way in Concord, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world and achieve your goals. Visit us today to learn more about how we can assist you in securing your financial future.
Fortune Management East Bay
Fortune Management East Bay is a premier institution located at 1757 Sattler Drive in Concord, California, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial success and growth. We offer a wide range of services including financial planning, investment management, retirement planning, and more. With a focus on personalized service and tailored solutions, Fortune Management East Bay is committed to helping our clients reach their financial goals. Contact us today to learn more about how we can help you secure a prosperous future.
Henry Frazier Iii, Financial Advisor - Eagle Strategies
Henry Frazier III, Financial Advisor at Eagle Strategies, located at 2219 Gehringer Drive, Concord, California, United States, specializes in creating custom insurance and financial solutions for clients. The institution offers permanent policies with guaranteed benefits, long-term coverage, and professionally managed investments. They provide guidance on various financial needs, including retirement planning, education expenses, and estate planning. With a focus on helping clients protect their families and assets, Henry Frazier III works closely with individuals to create personalized strategies for a secure financial future. As a financial advisor at Eagle Strategies, Henry Lee Frazier is committed to building long-term relationships with clients and providing support through life's biggest moments. With a range of insurance products and investment options, clients can protect their assets, plan for retirement, and ensure a smooth transfer of wealth to the next generation. Whether you are looking for income protection, investment opportunities, or estate planning, Henry Frazier III can help you navigate the complex world of finance and create a customized plan that fits your needs and goals.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center, located at 2020 Willow Pass Road in Concord, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance services, our team of Merrill Financial Solutions Advisors is here to assist you. We provide information on a wide range of products and services, including banking products offered by Bank of America, N.A. and affiliated banks. Our goal is to help you make informed decisions about your finances and investments, so you can turn your ambitions into action. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.
Rex Crandell | CPA Attorney Walnut Creek
Rex Crandell | CPA Attorney Walnut Creek is a reputable institution located at 3000 Citrus Circle in Walnut Creek, California, United States. Specializing in accounting, finance, and legal services, the firm is currently offering meetings through Zoom due to Covid-19. With over four decades of experience in tax and estates & trusts, Rex Crandell is dedicated to providing top-notch services in income taxes, trusts, estate planning, probate, and deeds. The firm offers comprehensive estate planning and trust services, including revocable living trusts, wills, durable powers of attorney, advance healthcare directives, probate filings, and inheritance and beneficiary consulting. Additionally, they provide income tax preparation, tax planning, tax problem resolution, new business formation services, and more.
Kroeger Arthur M
Kroeger Arthur M is an esteemed accounting and finance institution located at 1355 Willow Way in Concord, California, United States. With a strong reputation for excellence in the field, Kroeger Arthur M offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch accounting and financial advice to help clients achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, Kroeger Arthur M is committed to providing personalized and expert guidance every step of the way.
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