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TOP 30 Legacy and estate management in California
241 results found
Search for local businesses, places and services near you
The LaBrada Group Property Management
The LaBrada Group Property Management, located at 175 Cawston Avenue North in Hemet, California, is a trusted institution serving property owners and home-seekers in various vibrant communities in California. With decades of expertise and a deep understanding of local market dynamics, we are dedicated to nurturing relationships and providing top-tier services to our clientele. From managing single-family homes to overseeing multi-tenant buildings, our team integrates modern strategies with traditional values to ensure the success of every deal. Our commitment to quality, trust, and a personal touch sets us apart in the industry. Founded in 1997, The LaBrada Group has built a legacy of creating lasting real estate legacies and forging strong bonds within the communities we serve. With offices in Upland and Hemet, we are proud to have served hundreds of landlords over the years. Thank you to our clients for a successful 20 years - we appreciate your business and recommendation.
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.
Santa Barbara Estate Planning & Elder Law
Santa Barbara Estate Planning & Elder Law is a reputable law firm located at 14 West Valerio Street in Santa Barbara, California. Specializing in estate planning and elder law, their team of experienced lawyers is dedicated to helping individuals and families navigate the complexities of planning for the future. Whether you need assistance with creating a will, establishing a trust, or managing assets for long-term care, Santa Barbara Estate Planning & Elder Law is committed to providing personalized and comprehensive legal services to meet your needs. Contact them today to schedule a consultation and start securing your legacy.
LEGACY TRANSFER SERVICES LLC
Legacy Transfer Services LLC is a reputable institution located at 3980 Valley Boulevard in Walnut, California. We specialize in providing expert transfer services to help individuals and families manage and distribute their assets and wealth effectively. Our team of professionals is dedicated to guiding clients through the intricate process of estate planning and inheritance, ensuring a smooth transition of assets to future generations. With a commitment to excellence and personalized service, Legacy Transfer Services LLC is your trusted partner in preserving your legacy for years to come.
Boyce-Abel Associates and Family Lands Consulting
Boyce-Abel Associates and Family Lands Consulting is a renowned institution located at 1003 Smith Grade Road in Santa Cruz, California, United States. With a strong focus on providing expert advice and guidance to families on managing their lands and properties, this institution is dedicated to helping clients make informed decisions to preserve and enhance their family legacies. With a team of experienced professionals, Boyce-Abel Associates offers a wide range of consulting services tailored to the unique needs of each client. Whether it's estate planning, land management, conservation strategies, or other related services, clients can trust Boyce-Abel Associates to provide top-notch expertise and support.
The Ventura Legacy Group, APC
The Ventura Legacy Group, APC is a renowned financial institution located at 1823 Knoll Drive in Ventura, California, United States. Specializing in wealth management, estate planning, and investment strategies, our team of experienced professionals is dedicated to helping clients secure their financial futures and leave a lasting legacy for generations to come. With a focus on personalized service and tailored solutions, we strive to build long-lasting relationships with our clients based on trust, integrity, and expertise. Contact us today to learn more about how we can help you achieve your financial goals.
Wealth Legacy Group, Inc.
Wealth Legacy Group, Inc. is a leading finance and insurance agency located at 4540 Kearny Villa Road in San Diego, California, United States. Our team of experienced professionals is dedicated to helping individuals and families secure their financial future through a comprehensive range of services, including wealth management, retirement planning, and insurance solutions. With a focus on personalized attention and tailored strategies, we strive to create a lasting legacy of financial security for our clients. Contact us today to learn more about how we can help you achieve your financial goals.
ZRC Wealth Management, LLC.
ZRC Wealth Management, LLC. is a finance institution located at 1050 Adams Street in St. Helena, California, United States. Specializing in wealth management services, ZRC provides personalized financial planning and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial professionals, ZRC Wealth Management, LLC. is dedicated to helping individuals and families achieve their financial objectives and secure their financial future.
Coastal Wealth Management Group - Morgan Stanley
Coastal Wealth Management Group - Morgan Stanley is a leading finance institution located at 750 Lindaro Street in San Rafael, California, United States. Our team of experienced professionals specializes in providing comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. With a focus on building long-term relationships based on trust and integrity, Coastal Wealth Management Group is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Redwood Grove Wealth Management
Redwood Grove Wealth Management is a boutique financial life planning firm located at 100 Larkspur Landing Circle in Larkspur, California. Our mission is to empower busy families and independent women to lead fulfilling lives with financial peace of mind. We offer comprehensive financial planning and portfolio management services on a fee-only basis. At Redwood Grove, we believe in giving back to the community through pro bono work and financial education for children. We are also committed to environmental sustainability and minimizing our carbon footprint as stewards for our clients' capital.
Strong Legacy Planning
Strong Legacy Planning is a trusted finance institution located at 303 2nd Street in the bustling city of San Francisco, California. Specializing in helping individuals and families plan for their financial future, Strong Legacy Planning offers a range of services including retirement planning, estate planning, investment management, and more. With a team of experienced professionals dedicated to providing personalized solutions tailored to each client's unique needs, Strong Legacy Planning is committed to helping clients build a strong financial legacy for generations to come.
One Wealth Management
One Wealth Management is a finance institution located at 233 Wilshire Boulevard, Santa Monica, California, United States. We believe that relationships are key to success, inspiring trust and discipline for mutual growth. Our team is dedicated to understanding your goals and helping you reach your full potential. Our experienced advisors specialize in investment management strategies and financial planning, analyzing, customizing, implementing, and protecting plans to help you achieve financial success. We work as a team to fulfill your goals and provide a wide range of financial services to meet your needs.
Crafted Wealth Management
Crafted Wealth Management is a premier financial institution located in the bustling city of Los Angeles, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Crafted Wealth Management is here to guide you every step of the way. Trust us to craft a personalized financial plan that will help you reach your financial aspirations.
The Murphy and Kalan Group - Morgan Stanley
The Murphy and Kalan Group at Morgan Stanley is a leading finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our team is dedicated to providing tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Gruver Wealth Management of Wells Fargo Advisors
Gruver Wealth Management of Wells Fargo Advisors is a leading finance institution located at 2321 Rosecrans Avenue in El Segundo, California. Our team of experienced financial advisors is dedicated to helping clients achieve their wealth management goals through personalized investment strategies and comprehensive financial planning. With a focus on building long-term relationships based on trust and transparency, we are committed to providing top-tier financial services to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Los Angeles, California, is dedicated to helping individuals and families achieve their financial goals and create a lasting legacy. Our team of experts works with a diverse range of clients, including business owners, corporate executives, and modern families, offering tailored advice and strategies. We believe in giving back to the community and have provided over $8 million in charitable contributions and volunteer hours in the past three years. Our services include investment and insurance products, as well as guidance on growing and diversifying your portfolio. Contact us today to learn how we can help you secure your financial future.
NWM GROUP- Newport Wealth Management Group
NWM Group- Newport Wealth Management Group is a leading institution in the fields of accounting, finance, and insurance agency. Located at 17011 Beach Boulevard in Huntington Beach, California, United States, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need help with tax planning, investment management, or insurance coverage, our experienced professionals are here to assist you every step of the way. Trust NWM Group to help you achieve your financial goals and secure your future.
Gregory Advisors Inc., Empowering your life through wealth management
At Gregory Advisors Inc., we are dedicated to empowering your life through expert wealth management services. Located at 7755 Center Avenue in Huntington Beach, California, our team of experienced financial advisors is committed to helping you achieve your financial goals and secure your financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Trust Gregory Advisors Inc. to guide you towards financial success and peace of mind.
Mosley Wealth Management
Mosley Wealth Management is a leading financial institution located at 2401 East Katella Avenue in Anaheim, California, United States. Our team of experienced professionals provides personalized wealth management services to help clients achieve their financial goals. With a focus on strategic planning and investment management, we strive to build long-term relationships based on trust and integrity. Contact us today to learn how we can help you secure your financial future.
Centerpoint Financial Management LLC
Centerpoint Financial Management LLC is a reputable finance institution located at 7700 Irvine Center Drive in Irvine, California, United States. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. Trust Centerpoint Financial Management LLC to provide you with personalized and professional financial solutions tailored to your individual needs.
Clearview Wealth Management, LLC
Clearview Wealth Management, LLC is a full-service Wealth Management Firm located in Irvine, California. Our team of experienced CERTIFIED FINANCIAL PLANNER TM professionals is dedicated to making a difference in the lives of our clients by providing exceptional financial and investment planning services. We offer independent and ongoing financial advice, customized investment management strategies, tax planning, and insurance solutions to help clients maximize their resources and achieve their life goals. As a registered investment adviser, we are committed to helping our clients navigate the complexities of wealth management and retirement planning. Visit us at 4 Venture, Irvine, California to learn more about how we can help you secure your financial future.
Wyper Wealth Management
Wyper Wealth Management is a leading finance institution located at 17671 Irvine Boulevard in Tustin, California, United States. Our team of expert financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
Legacy Wealthbuilders Inc
Legacy Wealthbuilders Inc is a premier finance institution located in San Marcos, California. Our team of experienced professionals is dedicated to helping clients build and preserve wealth for future generations. We offer a wide range of financial services, including investment management, retirement planning, and estate planning. At Legacy Wealthbuilders Inc, we prioritize the long-term success and financial well-being of our clients, providing personalized solutions tailored to their unique goals and needs. Visit us at 1635 South Rancho Santa Fe Road to learn more about how we can help you achieve your financial objectives.
After-Tax Wealth Management
After-Tax Wealth Management is a finance institution located at 1255 Scott Street in San Diego, California. Founded by Nathan Medina, CFP®, the firm specializes in working with wealthy families who are deeply concerned with preserving and transferring wealth across generations. At After-Tax Wealth Management, we help our clients leave a lasting legacy by strategically aligning their decisions to pursue tax-advantaged investments and intergenerational wealth transfer. Our unique approach includes access to top institutional money managers and a deep understanding of the tax implications of financial decisions in real-time.
Goal Line Wealth Management, Inc.
Goal Line Wealth Management, Inc. is a finance institution located at 101 North Acacia Avenue in Solana Beach, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a range of services including investment management, retirement planning, estate planning, and more. At Goal Line Wealth Management, Inc., we prioritize personalized service and tailor our strategies to meet each client's unique needs and objectives. Contact us today to start planning for a secure financial future.
Legacy Family LLC
Legacy Family LLC is a finance institution located at 310 3rd Avenue in Chula Vista, California. We specialize in helping families navigate the complexities of wealth management, estate planning, and investment strategies to ensure a secure financial future for generations to come. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs and goals. At Legacy Family LLC, we are committed to building lasting relationships with our clients and helping them build a legacy that will endure for years to come.
Scripps Wealth Management
Scripps Wealth Management is a trusted institution located at 9915 Mira Mesa Boulevard in San Diego, California, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to personalized service and a comprehensive approach to wealth management, we strive to provide our clients with the guidance and support they need to secure their financial future. Visit us today to learn more about how Scripps Wealth Management can help you plan for tomorrow.
Estate Protectors
Estate Protectors is a trusted finance institution located at 101 Parkshore Drive in Folsom, California, United States. We specialize in providing comprehensive estate planning services to help protect and preserve your assets for future generations. Our team of experienced professionals is dedicated to helping you navigate the complexities of financial planning and ensure that your estate is secure. Contact us today to learn more about how Estate Protectors can help you safeguard your financial legacy.
TriaGen Wealth Management
TriaGen Wealth Management is a finance institution located at 23801 Calabasas Road in Calabasas, California, United States. Our team of financial service professionals is dedicated to helping individuals, families, and businesses achieve financial clarity and confidence. We specialize in financial planning, portfolio management, and asset protection strategies to help you understand your financial big picture and maximize opportunities. Our goal is to create a lasting legacy for you and your family through a cohesive financial plan. Services offered through TriaGen Wealth Management LLC, a Registered Investment Advisor. Please note that trading instructions through email, fax, or voicemail will not be taken. Securities offered through M.S. Howells & Co., a registered broker/dealer. Advisory services offered through TriaGen Wealth Management. We do not offer legal or tax advice. Email communication is archived and subject to review. Check the background of our investment professionals on FINRA’s BROKER CHECK. For more information about our business practices, services, and fees, visit the SEC’s website. California Insurance Licenses held by Bryan Garris.
Isaacs & Paller Wealth Management of Raymond James
Isaacs & Paller Wealth Management of Raymond James is a prestigious finance institution located at 6320 Canoga Avenue in Los Angeles, California, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are dedicated to providing expert advice and guidance every step of the way. Trust Isaacs & Paller Wealth Management of Raymond James to help you secure your financial future.
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