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TOP 30 Integrated estate planning in California
945 results found
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Michael A Darany, CFP , EA
Michael A Darany, CFP, EA is a reputable institution located at 3070 Bristol Street in Costa Mesa, California, United States. Specializing in accounting, finance, health, and insurance services, this institution offers expert guidance and assistance to individuals and businesses seeking to navigate the complexities of financial management. With a team of experienced professionals, including Certified Financial Planners and Enrolled Agents, Michael A Darany provides personalized solutions tailored to meet the unique needs of each client. Whether you are looking to secure your financial future, optimize your tax strategy, or protect your assets with the right insurance coverage, this institution is dedicated to helping you achieve your goals with confidence and peace of mind.
Legacy Park Advisors
Legacy Park Advisors is a premier accounting and finance institution located at 750 B Street in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on building lasting legacies for our clients, we offer comprehensive financial planning, investment management, and tax preparation services. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liability, Legacy Park Advisors is here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Gtf Financial Services Llc
GTF Financial Services LLC is a reputable accounting and finance institution located at 630 North San Mateo Drive, San Mateo, California, United States. With a team of experienced professionals, GTF Financial Services LLC offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, GTF Financial Services LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
Joseph P Kennedy & Associates
Joseph P Kennedy & Associates is a reputable accounting and finance institution located at 1805 East Cabrillo Boulevard in Santa Barbara, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Joseph P Kennedy & Associates is dedicated to providing top-notch service and personalized solutions to meet your needs. Trustworthy and reliable, they are committed to helping clients achieve their financial goals and secure their financial future.
MV Business Management
MV Business Management is a leading institution in the field of accounting and finance, located at 6475 Atlantic Avenue in Long Beach, California, United States. Specializing in real estate bookkeeping, notary public services, and business development, CEO Maria Velis brings over five years of experience to help businesses gain clarity and efficiency in their financial operations. Maria Velis founded M.V. Business Management with a mission to provide peace of mind to business owners seeking effective and streamlined business operations. With Associate’s Degrees in Administration & Information Systems, Communication, Media & Languages, and Humanities, Philosophy & Arts from California State University, Dominguez Hills, Maria is equipped to guide businesses towards success.
HASSAN RASHWAN, CPA
Hassan Rashwan, CPA is a reputable Certified Public Accounting firm located at 2424 West Ball Road in Anaheim, California. Specializing in accounting and finance, our firm offers a wide range of services including tax preparation, advisory services, and estate planning. We cater to small to mid-size businesses, various types of corporations, non-profit organizations, and individuals seeking financial guidance. With a strong emphasis on professionalism and ethical standards, our team at Hassan Rashwan, CPA is dedicated to providing high-quality services to our clients. We believe in the importance of core values and honesty in our work, setting us apart from other accounting firms in the area. Trust us to handle all your accounting and financial needs with expertise and integrity.
Roberto Romagosa CPA CVA
Roberto Romagosa CPA CVA is a reputable institution located at 4129 Main Street in Riverside, California. Specializing in accounting, finance, and real estate services, they offer expert advice and assistance to individuals and businesses alike. With a team of experienced professionals, Roberto Romagosa CPA CVA is dedicated to providing top-notch services tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or real estate transactions, you can trust Roberto Romagosa CPA CVA to deliver quality results with integrity and professionalism.
The Ray Group
The Ray Group, located at 43385 Business Park Drive in Temecula, California, is a full-service accounting firm serving clients both locally and internationally. Specializing in tax preparation and planning for individuals, corporations, estates, and non-profits, The Ray Group offers a wide range of services including financial data interpretation, audit representation, and tax court representation. With over 20 years of experience, their dedicated team of Certified Public Accountants (CPAs) provides personalized and professional services to help clients achieve their financial goals. Whether you need assistance with bookkeeping, payroll processing, or corporate formation, The Ray Group is here to provide the support, advice, and attention needed to succeed. Operating with honesty, integrity, and a commitment to quality work at reasonable fees, The Ray Group is dedicated to transforming their clients' lives for the better.
Lawless & Associates
Lawless & Associates is a prestigious finance institution located at 9127 Bittercreek Lane in San Diego, California. With a reputation for excellence and integrity, our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or estate planning, Lawless & Associates is here to help you navigate the complexities of the financial world. Trust us to help you achieve your financial goals and secure your financial future.
TrustKeeping
TrustKeeping is a reputable institution located at 1501 San Elijo Road South in San Marcos, California. We specialize in providing trustworthy and reliable services to help individuals and organizations manage their assets and investments. Our team of experienced professionals is dedicated to upholding the highest standards of integrity and transparency in all our dealings. Whether you need assistance with estate planning, financial management, or trust administration, TrustKeeping is here to provide you with personalized solutions tailored to your specific needs. Visit us today to learn more about how we can help you secure your financial future.
Guenther & Associates - CPA
Guenther & Associates - CPA is a full-service accounting and finance institution located at 951 Reserve Drive in Roseville, California, United States. We are currently accepting business tax clients and their owners for our 'Bookkeeping/Tax Prep/Planning' package. Our team of experts specializes in working with businesses, corporations, LLCs, partnerships, estates, and trusts, with a focus on professionals in various fields such as doctors, dentists, veterinarians, lawyers, and more. We offer full-service, online access for you and your employees, with Quickbooks online providing access to create invoices and write checks while we handle IRS compliant categorization, monthly reconciliations, journal entries, and tax integrations. Additionally, we provide payroll solutions through ADP and Gusto at special wholesale pricing, prepare 1099s, and can mail them to your contractors.
Allen Barron, Inc.
Allen Barron, Inc. is a comprehensive institution offering services in accounting, finance, and legal matters. Located at 750 B Street in San Diego, California, this institution provides expert advice on local, state, federal, and international tax strategies. Their team of domestic and international tax attorneys, led by Janathan L. Allen, APC, offers full-service legal representation, estate planning, and business law expertise. In addition to their legal services, Allen Barron, Inc. also offers accounting, forensic accounting, and tax preparation services to businesses and individual clients. Their integrated approach to business, legal, tax, and accounting strategies ensures that clients receive comprehensive and accurate advice for their complex personal and business challenges.
J. Brian Campbell - Attorney at Law
J. Brian Campbell - Attorney at Law is a trusted legal institution located at 1406 Bailey Avenue in Needles, California. As a dedicated lawyer, Mr. Campbell provides expert legal services and representation to clients in need of assistance with a wide range of legal matters. With a commitment to professionalism and integrity, he strives to achieve the best possible outcomes for his clients. Whether you are facing a personal injury case, need help with estate planning, or require representation in a criminal matter, J. Brian Campbell is here to help. Contact his office today to schedule a consultation and discuss your legal needs.
Lydia T. Percin, Esq.
Lydia T. Percin, Esq. is a prestigious law firm located at 11260 Donner Pass Road in Truckee, California, United States. Specializing in various areas of law, including but not limited to family law, estate planning, and business law, Lydia T. Percin, Esq. provides expert legal services to clients in the Truckee area and beyond. With a reputation for professionalism, integrity, and dedication to client satisfaction, this institution is a trusted partner for all legal needs.
The Law Office of Nicollette Alvarado
The Law Office of Nicollette Alvarado is a reputable legal practice located at 3199 Chateau Road in Mammoth Lakes, California, United States. Specializing in various areas of law, including family law, estate planning, and real estate law, Nicollette Alvarado and her team are dedicated to providing professional and personalized legal services to their clients. With a strong commitment to achieving favorable outcomes for their clients, The Law Office of Nicollette Alvarado is known for their expertise, integrity, and client-focused approach. Contact them today for expert legal guidance and representation.
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