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TOP 30 Integrated estate planning in Roseville, CA
12 results found
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Burton Law Firm - Roseville
Burton Law Firm - Roseville is a boutique firm located at 3741 Douglas Boulevard, Roseville, California, United States. Specializing in accounting, finance, and legal services, the firm offers comprehensive and customized solutions for clients' legal, business, estate, and tax needs. With a team of award-winning litigation and dispute resolution experts licensed to practice nationally and internationally, Burton Law Firm serves businesses, families, and individuals across the state, nation, and even globally. The firm's commitment to client service, innovative problem-solving, and team approach to legal integration has earned them recognition as a top legal provider by national and international organizations. Services include asset protection, tax planning, employment law disputes, intellectual property management, business transactions, and more. With offices in Sacramento, Roseville, and San Francisco, Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to clients worldwide.
Law Office of Amanda L. Rocha
The Law Office of Amanda L. Rocha is a reputable legal institution located at 1100 Melody Lane in Roseville, California, United States. Specializing in various areas of law, including family law, estate planning, and business law, Attorney Amanda L. Rocha provides expert legal guidance and representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Law Office of Amanda L. Rocha is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases.
Vision Law® Corporation
Vision Law® Corporation is a leading law firm located in Roseville, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to individuals and businesses in need of expert guidance and representation. Specializing in a wide range of practice areas, including business law, real estate law, estate planning, and more, we are committed to helping our clients achieve their legal goals. With a focus on integrity, professionalism, and innovation, Vision Law® Corporation is your trusted partner in navigating the complexities of the legal system. Contact us today at 1380 Lead Hill Boulevard to schedule a consultation.
GVM Law LLP
GVM Law LLP is a reputable law firm located at 2540 Douglas Boulevard in Roseville, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to clients in need of representation. Specializing in various areas of law, including personal injury, family law, and estate planning, we strive to deliver personalized solutions tailored to each client's unique needs. Trust GVM Law LLP to handle your legal matters with professionalism, integrity, and expertise. Contact us today to schedule a consultation.
Bates Winter & Talmachoff LLP
Bates Winter & Talmachoff LLP is a reputable law firm located at 925 Highland Pointe Drive in Roseville, California. Our team of experienced lawyers is dedicated to providing high-quality legal services to individuals and businesses in the area. With a focus on professionalism, integrity, and client satisfaction, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal representation for a personal injury case, business dispute, or estate planning matter, Bates Winter & Talmachoff LLP is here to help. Contact us today to schedule a consultation.
Stephen J Foondos
Stephen J Foondos is a reputable law firm located at 3013 Douglas Boulevard in Roseville, California. Specializing in various areas of law, the experienced team at Stephen J Foondos is dedicated to providing high-quality legal services to clients in need. With a strong commitment to professionalism and client satisfaction, this institution is known for its expertise and integrity in the legal field. Whether you are facing a complex legal issue or simply need guidance on a legal matter, Stephen J Foondos is here to help. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.
Thomas Hogan Law Office
The Thomas Hogan Law Office is a reputable law firm located at 915 Highland Pointe Drive in Roseville, California. Specializing in various legal services, including but not limited to personal injury, criminal defense, family law, and estate planning, the experienced team at this office is dedicated to providing high-quality legal representation to clients in need. With a commitment to professionalism, integrity, and personalized service, the Thomas Hogan Law Office is a trusted resource for individuals seeking legal assistance in the Roseville area.
Kathleen Finnerty Attorney - FINNERTY LAW OFFICES INC.
Kathleen Finnerty Attorney - FINNERTY LAW OFFICES INC. is a reputable law firm located in Roseville, California, United States. Specializing in various legal matters, Kathleen Finnerty and her team provide expert legal advice and representation to clients in need. With a focus on personalized service and attention to detail, they strive to achieve the best possible outcomes for their clients. Whether you are facing a legal dispute, need assistance with estate planning, or require representation in a criminal case, Kathleen Finnerty Attorney - FINNERTY LAW OFFICES INC. is dedicated to serving your legal needs with professionalism and integrity. Contact them today at 3017 Douglas Boulevard for a consultation.
Monika Reyes - Private Wealth Advisor, Ameriprise Financial Services, LLC
Monika Reyes - Private Wealth Advisor at Ameriprise Financial Services, LLC is located at 3741 Douglas Boulevard in Roseville, California. Monika Reyes holds multiple certifications including 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®. Monika Reyes specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Monika Reyes is dedicated to helping clients achieve their financial goals and navigate complex financial situations with expertise and integrity. Contact Monika Reyes for personalized wealth management services tailored to your unique needs and goals.
David Pratt - Private Wealth Advisor, Ameriprise Financial Services, LLC
David Pratt - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 1420 Rocky Ridge Drive in Roseville, California, United States, is a finance institution that is part of the FuturePoint Wealth Advisors, Forbes Best-in-State Wealth Management Teams for 2024. The team at FuturePoint Wealth Advisors is dedicated to helping clients and their families feel more confident and in control of their financial lives. David Pratt and his team are honored to be recognized by Forbes and are grateful for their clients' trust. If you are not already a client of Ameriprise, consider setting up a complimentary initial consultation to take the next step towards a more confident financial future. Please note that this offer is valid only in the United States. During the initial consultation, you will receive an overview of financial planning concepts, but no written analysis or recommendations.
Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services, LLC
Stan Leavitt - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1420 Rocky Ridge Drive, Roseville, California, United States, is a finance institution offering a range of services to meet the diverse needs of individuals seeking wealth management and financial planning solutions. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the institution ensures that its advisors are well-equipped to provide expert advice on asset management, estate planning, investment strategies, retirement planning, and insurance products. The institution also offers specialized certifications such as Behavioral Financial Advisor, Chartered Advisor in Philanthropy® (CAP®), Certified Divorce Financial Analyst, Certified Estate Planner™, and more, to cater to specific financial planning needs of clients. Whether it's retirement planning, investment management, estate planning, or specialized financial advice for military personnel, Ameriprise Financial Services, LLC, with its team of certified professionals, is dedicated to helping clients achieve their financial goals with expertise and integrity.
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.
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