TOP 30 Legacy planning in Brea, California

15 results found

New York Life Insurance Company, located at 675 Placentia Avenue, Brea, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth 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. They provide coverage for everyday tasks, lost income due to sickness or injury, college expenses, and more. With professionally managed investments and low fees, New York Life helps you plan for your future financial needs and protect your legacy. Their diverse and welcoming workplace is dedicated to helping individuals, families, and communities thrive. With a mission to make the world a better place, New York Life supports charitable giving, diversity, responsibility, and service. Their highest financial strength ratings and commitment to fulfilling promises to policy owners make them a trusted leader in the industry. Get in touch with one of their 12,000 agents nationwide to create a customized solution for your financial security and peace of mind.

Lisa Brown - State Farm Insurance Agent is a trusted insurance agency located at 1247 South La Brea Avenue in Los Angeles, California. Our office is conveniently situated north of San Vicente, next door to McDonalds, with free on-site parking available. Serving the Greater Los Angeles area since 2000, Lisa Brown is a dedicated member of the Beverly Hills Chamber of Commerce and volunteers for Food on Foot, a non-profit organization helping unhoused and low-income neighbors in Los Angeles. At our office, we are passionate about animals and can assist you with pet insurance for your furry companions. Lisa Brown and her experienced team are committed to providing stellar service and personalized insurance solutions, including auto, home, life, renters, and health insurance. Our mission is to protect our customers and help them manage their risk, realize their dreams, and create a legacy.

American Direct Funding is a finance institution located at 1800 East Lambert Road in Brea, California. Specializing in providing direct funding solutions, American Direct Funding offers a wide range of financial services to individuals and businesses. With a dedicated team of experts, they work closely with clients to tailor financial solutions that meet their specific needs and goals. Whether you are looking for a loan, investment opportunities, or financial advice, American Direct Funding is committed to helping you achieve your financial objectives. Visit their office in Brea, California to learn more about how they can assist you with your financial needs.

Holstrom, Block & Parke, APLC is a professional law corporation located at 135 South State College Boulevard in Brea, California, United States. Specializing in family law, estate planning, appeals, and probate law, our lawyers are dedicated to securing the best possible outcome for our clients. With Certified Family Law Specialists and experienced associates, we offer comprehensive legal services from offices in Corona, Riverside, Temecula Valley, San Diego, Vista, and Newport Beach. Our firm understands the challenges of divorce and family law matters, and we are committed to guiding our clients through these complex situations with compassion and expertise. Whether it's resolving disputes through mediation or representing clients in court, we prioritize protecting our clients' interests and securing their future.

Trusts and Wills Online is a reputable law firm located at 357 Cliffwood Park Street in Brea, California. Specializing in estate planning, their team of experienced lawyers provide expert guidance and assistance in creating trusts and wills to ensure your assets are protected and distributed according to your wishes. With a convenient online platform, they make the process of estate planning easy and accessible for clients. Trusts and Wills Online is dedicated to providing personalized and professional legal services to help clients secure their legacies for future generations.

At Edward Jones - Financial Advisor: Jonathan M Lising, CFP®, located at 135 South State College Boulevard in Brea, California, you can trust in personalized financial guidance from a Certified Financial Planner. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Jonathan M Lising and his team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is a trusted name in the finance industry. Visit us today to start planning for a secure financial future.

Reiter Financial Services is a reputable finance institution located at 633 South Brea Boulevard in Brea, California, United States. 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 assistance with managing your finances, we are here to help. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, Reiter Financial Services is your trusted partner in financial success.

Merrill Lynch Financial Advisor Alex E Paredes-Malaga is a finance institution located at 145 South State College Boulevard, Brea, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Alex E Paredes-Malaga can help create a personalized wealth management strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. As a Merrill Lynch Wealth Management advisor, Alex E Paredes-Malaga focuses on what matters most to you - family, goals, and priorities - even as they change over time. By engaging in personalized conversations and utilizing tools like the Merrill Personal Wealth Analysis™, Alex E Paredes-Malaga can help you pursue your financial aspirations. With a focus on understanding your investment personality and goals, Alex E Paredes-Malaga can provide insights and resources to help you achieve what matters most to you. By staying informed about changes in your life and financial markets, Alex E Paredes-Malaga can help you stay on track to reach your goals. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Alex E Paredes-Malaga can work with you to develop a financial approach designed to address your needs. With a commitment to understanding your unique situation and goals, Alex E Paredes-Malaga is dedicated to helping you achieve financial success.

Danielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.

Cindy Havenhill Wealth & Risk Management, located at 1 Pointe Drive in Brea, California, is a finance institution dedicated to helping clients achieve their financial goals and secure their future. We believe in building genuine relationships with our clients and providing personalized solutions tailored to their unique needs and aspirations. Our services range from legacy investing and retirement planning to risk management and lifestyle planning. With over 25 years of expertise, Cindy Havenhill is committed to guiding individuals, couples, and families towards financial success. As an independent firm, we offer non-proprietary investment choices to ensure that our advice is always in the best interest of our clients. Start planning your financial dreams with us today and let us help you turn your vision into reality. Please note that our services are available to residents of select states only. Contact us to learn more about how we can help you achieve financial freedom and success.

Merrill Lynch Financial Advisor Josh Murty is located at 145 South State College Boulevard in Brea, California, United States. As a finance institution, they offer personalized wealth analysis to help clients build a plan tailored to their goals and aspirations. Their team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, the financial advisors at Merrill Lynch Wealth Management work closely with clients to understand their needs and create a customized financial approach. Through conversations and the Investment Personality Assessment, they aim to tailor their services to help clients pursue their most important goals, whether it's retirement planning, saving for a home, or funding education.

Nexgen Wealth Management is a premier finance institution located at 1930 South Brea Canyon Road in Diamond Bar, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Nexgen Wealth Management is here to guide you every step of the way. With a focus on integrity, transparency, and client satisfaction, we strive to build long-lasting relationships based on trust and expert financial advice. Visit us today to see how we can help you secure your financial future.

Merrill Lynch Financial Advisor David N Krake is located at 145 South State College Boulevard in Brea, California. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, they get to know you and your family, and work with you to plan for your legacy. David Krake, a Wealth Management Advisor at Merrill, has extensive experience in the financial services industry and holds certifications in financial planning and fiduciary advising. He is committed to helping individuals and businesses navigate financial challenges and meet their goals with a comfortable level of risk. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They offer insights and ideas to help you pursue your financial goals, and provide tools to help you track changes in your life and financial approach. Whether you are focused on growing, preserving, or transferring wealth, they are dedicated to helping you address your financial goals at every stage of your life. With access to the global resources of Merrill and Bank of America, they can help you develop a personalized financial strategy that aligns with your goals and priorities. From retirement planning to funding a child's education, they are here to support you on your financial journey.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Brays Headstone, Inc., your trusted partner in commemorating the lives of your loved ones with dignity and respect. Conveniently located at 210 South La Brea Avenue in Inglewood, California, our family-owned business has been serving the community with compassion and professionalism for years. At Brays Headstone, Inc., we understand the importance of honoring those who have passed, and we are dedicated to providing personalized and meaningful memorial services. As a full-service cemetery and funeral home, we offer a comprehensive range of services, including custom headstone design, burial arrangements, and funeral planning, all tailored to meet the unique needs and wishes of each family.