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TOP 30 Legacy planning in California
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Sherwood Financial Partners
Sherwood Financial Partners, located at 2900 Townsgate Road in Westlake Village, California, is a finance institution dedicated to helping clients navigate complex wealth and legacy decisions. Our team of experienced financial planners, attorneys, accountants, and investment professionals is here to provide expertise and support as you plan for your future and the future of your loved ones. We believe that a well-lived legacy should be accompanied by a well-planned legacy, and we are committed to helping you achieve both. Serving clients throughout North Los Angeles, Ventura, and Santa Barbara Counties, we strive to give you the confidence to enjoy a great life now and in the years to come. Let us partner with you to implement a living legacy plan that reflects your values and goals.
Weiss Financial Group
Weiss Financial Group is a leading finance institution located at 21021 Ventura Boulevard in Los Angeles, California, United States. With a strong reputation for providing expert financial services, including investment management, retirement planning, and wealth management, Weiss Financial Group is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Weiss Financial Group is the trusted partner you need for success.
Merrill Lynch Financial Advisor Kristine Morcos
Merrill Lynch Financial Advisor Kristine Morcos, located at 333 South Hope Street, Los Angeles, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. Kristine Morcos has experience in managing concentrated stock positions, retirement planning, inheritance, and business sales, as well as providing access to trust and estate planning services. The team at Merrill Lynch Wealth Management believes in building personalized plans centered on your goals and priorities, with a focus on managing investment risk. By getting to know you and your family, they can help you pursue your financial goals while also considering your legacy and future generations. With access to investment insights and banking solutions, they work with you to develop an approach tailored to your financial needs. The team is committed to staying on track with your goals, adjusting your financial approach as needed, and providing the latest investment insights and strategies to help you achieve financial success. Contact Kristine Morcos for personalized investment strategies and comprehensive financial solutions to help you navigate the financial landscape and pursue your goals.
Merrill Lynch Financial Advisor Brian A Bonvechio
Merrill Lynch Financial Advisor Brian A Bonvechio, located at 333 South Hope Street in Los Angeles, California, is a finance institution that specializes in serving affluent families and the business community. The Pantucci Bonvechio Group, of which Brian A Bonvechio is a part, offers a combination of investment expertise and unwavering dedication to client service. With a focus on ultra-high net worth individuals, families, and corporations, the team at Pantucci Bonvechio Group strives to develop long-term relationships with each client, providing personalized service and customized strategies to help pursue their financial goals. As a Bank of America Global Institutional Consultant, the group has the knowledge and experience to navigate the complexities of the financial landscape and provide tailored solutions for institutional investors. Additionally, they offer institutional investments, philanthropic solutions, and corporate retirement and benefit plan services. Recognized on the Forbes "Best-in-State Wealth Management Teams" list, Pantucci Bonvechio Group is committed to exceeding client expectations and providing insightful guidance to help preserve and grow assets. With a high level of commitment, teamwork, and personalized service, the team at Pantucci Bonvechio Group is dedicated to helping clients strengthen and grow their organizations and fulfill their financial goals.
Jannah Devine
Jannah Devine, a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, is dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions tailored to each client's unique needs. From investment strategies to trust management and legacy planning, we provide comprehensive services to help clients grow and protect their wealth. With a focus on building long-lasting relationships, we treat our clients like family, offering personalized advice and support every step of the way. As part of the Rockefeller Capital Management network, we have access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences and concierge services through our curated Lifestyle Advisory partners. Whether you're planning for the future or navigating complex financial decisions, Jannah Devine is here to help you achieve your goals and secure your legacy.
Merrill Lynch Financial Advisor Greg J. Nugent
Merrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.
Alpesh Patel
Alpesh Patel is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. Our team is dedicated to meeting the unique and evolving needs of each client, providing tailored solutions and a high level of service. From empowering decision making to seamless financial management, we offer a comprehensive suite of services for individuals and institutions. Our bespoke investment strategies, curated experiences, and holistic financial planning approach are designed to help you achieve your goals for generations to come. With a focus on stability, growth, and legacy, Alpesh Patel is committed to helping you navigate every step of your wealth journey. Our team includes experienced professionals such as a Senior Client Associate, Associate Vice President, Chief Investment Officer, and Head of Insu. & Annuities, ensuring that you receive expert guidance and support every step of the way. Trust Alpesh Patel to be your partner in financial success and security.
Rockefeller Capital Management
Rockefeller Capital Management, located at 23 Corporate Plaza in Newport Beach, California, is a renowned finance institution with a rich history dating back over seven generations of serving the Rockefeller family. Offering individualized service for families, individuals, institutional investors, and corporations, we strive to provide innovative financial solutions tailored to each client's unique needs and objectives. With a commitment to integrity and a focus on generating insights and outcomes that set us apart in the investment community, Rockefeller Capital Management seeks to pioneer the future of financial services. Our team of experienced senior investment bankers provides independent, strategic business advice to private and public companies, delivering a level of service that goes beyond traditional offerings.
BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services, LLC
Brundage, Pearl & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2 Park Plaza, Irvine, California, United States. If you have questions or would like a complimentary initial consultation, feel free to get in touch. The team at Brundage, Pearl & Associates is dedicated to working closely with you to create a customized financial plan to help you achieve your goals. We uphold a high standard of professionalism and service to ensure a meaningful client experience. Our firm is committed to diversity, inclusion, and creating a better future for all. Ameriprise Financial Services has been honored for its support of the military community and commitment to disability inclusion. Our financial advisors are registered in certain U.S. states, and we cannot guarantee future financial results. Let's meet to discuss your financial priorities and how personalized advice can help you reach your goals. Visit our website for more information on our services and accolades.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank in Irvine, California, is dedicated to helping individuals and families achieve their financial goals. Our team has extensive experience working with business owners, corporate executives, and modern families to provide personalized advice and guidance. We are committed to helping you create the life and legacy you envision. Additionally, we are actively involved in giving back to the community through various charitable organizations. Our services include financial planning, investment products, and insurance options. Visit us to discover the best strategies for growing your business and managing your finances while supporting others. Please note that U.S. Bank does not offer insurance products directly, but they are available through our affiliate, U.S. Bancorp Investments. Contact us for personalized advice tailored to your unique financial situation.
Highlands Wealth Management - UBS Financial Services Inc.
Highlands Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 12220 El Camino Real in San Diego, California, United States. With a focus on wealth management, they provide personalized financial services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance in investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Highlands Wealth Management - UBS Financial Services Inc. is dedicated to helping you succeed.
Torrey Wealth - Rob Leuffen
Torrey Wealth - Rob Leuffen is a finance institution located at 4660 La Jolla Village Drive in San Diego, California, United States. As a Registered Investment Adviser, Torrey Wealth, LLC offers advisory services to clients and prospective clients where they are properly licensed or exempt from licensure. This institution's website serves as an informational resource, emphasizing that past performance does not guarantee future returns and that investing carries risk and the potential for loss of principal capital. Torrey Wealth, LLC does not provide advice without a client service agreement in place.
Bank of America Private Client Advisor Shirin Poustchi
Bank of America Private Client Advisor Shirin Poustchi, located at 12830 El Camino Real in San Diego, California, is a finance institution led by Senior Vice President Shirin Poustchi. Shirin and her team specialize in wealth management for high and ultra-high-net-worth clients, offering customized strategies for investment management, trust and estate planning, private banking, and structured credit solutions. With a collaborative approach, they prioritize understanding each client's unique financial needs to help them achieve their financial and legacy goals. Shirin, who is fluent in Farsi and English, has a background in business banking and is dedicated to building lasting relationships with her clients. The team at Bank of America Private Bank is committed to providing personalized financial strategies and innovative solutions to help clients navigate the complexities of managing significant wealth. Please note that the website may redirect you to FINRA’S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.
Blue Haven Pools & Spas
Blue Haven Pools & Spas, located at 27201 Puerta Real in Mission Viejo, California, is a trusted general contractor specializing in building custom pools, spas, and backyard living environments in Orange County. With a legacy dating back to the 1950s, Blue Haven Pools is known for creating stunning, state-of-the-art pools that enhance the outdoor living experience for homeowners in Southern California. From La Habra to San Clemente, Blue Haven Pools & Spas can design and build a custom swimming pool and spa that perfectly complements your lifestyle. With options for additional amenities such as patio decks, fire pits, island grills, and outdoor kitchens, your backyard oasis will become the ultimate staycation destination for your family.
HZ CPAs & Advisors, P.C.
HZ CPAs & Advisors, P.C. is a dedicated institution located in Los Angeles, California, specializing in accounting and finance services. As Trusted Advisors, they assist entrepreneurs in thriving in family, business, and legacy. With a focus on strategic planning and proactive implementation, they offer services such as bill paying, payroll processing, financial statements, and tax planning. Their unique approach includes monthly book reviews and trust certificate updates to provide investors with confidence in their investments. They also assist in raising funds through various avenues such as crowd funding and private equity.
William Rogers Company
The William Rogers Company, located in San Diego, California, is a leading institution in the fields of accounting and finance. With over 25 years of experience, we offer expert counsel to businesses, individuals, and families in areas such as tax planning, financial services, trusts, and establishing family legacies. Our divisions, ASCEND Business Advisory and Sterling Tax Advisors, provide a comprehensive range of services to help businesses and individuals thrive. ASCEND Business Advisory specializes in transforming businesses through accounting, tax, and innovative advisory services, while Sterling Tax Advisors caters to individuals and families with services such as tax planning, wealth preservation, and legacy establishment. With recent business acquisitions, we have expanded our offerings to better serve our clients with a holistic approach.
Global Tax & Accounting
Global Tax & Accounting, located at 23822 Valencia Boulevard in Santa Clarita, California, is a comprehensive institution offering a wide range of accounting and finance services. With a focus on serving entertainment industry professionals, entrepreneurs, professional athletes, and their families, Global provides integrated tax, accounting, business, and wealth management services. Their holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, offering guidance and expertise to help you achieve a more secure financial future. With over 60 years of experience, Global Tax & Accounting specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. Additionally, their Global Business Management division offers a full spectrum of business and family office services to high net worth individuals, executives, and related entities. Global Financial Advisory Services (GFAS) is a fee-based registered investment adviser that provides financial planning, asset allocation, and investment management services to high net worth clients. Whether you need assistance with bill pay, wealth management, tax portal, or ShareFile services, Global Tax & Accounting is dedicated to helping you achieve your financial goals.
Mission Hills Country Club
Mission Hills Country Club, located at 34600 Mission Hills Drive in Rancho Mirage, California, is a premier institution offering a wide range of amenities for health and fitness enthusiasts. Renowned for its exceptional golf courses, Mission Hills has attracted Major Champions, World Number Ones, and World Golf Hall of Fame Inductees who have praised the quality and design of the courses. In addition to golf, the club also features top-notch racquet facilities, two exceptional restaurants, a resort-style pool, a newly upgraded gym, and an on-site spa. Members can enjoy a vibrant social scene and participate in various events and tournaments, such as the annual Galleri® Classic. Surrounded by the stunning mountains of Coachella Valley, Mission Hills offers a luxurious lifestyle with access to world-class sports experiences and social programming. Members also have access to the ClubLife network, which includes over 300 country clubs and business clubs nationwide. Whether you're looking for a new property in Mission Hills or planning a special event, the club's dedicated staff is there to make your experience unforgettable. Join the legacy, embrace the camaraderie, and be part of the joy at Mission Hills Country Club.
Collins Mason & Co LLP
Collins Mason & Co LLP is a leading accounting and finance institution located on 3rd Street in Oakland, California, United States. Our team of experts is dedicated to taking the stress out of running your business by providing a range of services, including financial insights from a CFO, tax assistance, and legacy planning. With a focus on professional service providers, we are committed to helping build successful enterprises and ensuring peace of mind for you and your family. Our online apps make it easy to conduct business with us, and we offer strategies to manage business debt effectively and survive supply chain disruptions. Let us help you enhance your management team, focus on wellness, and curate a holiday feast that caters to all dietary preferences. Visit us today and see how the right technology and personalized approach can make a big impact on your small business.
Glenn Porter & Associates
Glenn Porter & Associates is a reputable accounting and finance institution located at 116 South College Drive in Santa Maria, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation and bookkeeping to financial planning and investment advice, Glenn Porter & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry.
Alpha Consultants & Estate Planners
Alpha Consultants & Estate Planners is a trusted institution located at 1425 West Manchester Avenue in Los Angeles, California. Our team of experienced consultants and estate planners are dedicated to providing personalized and comprehensive services to help clients navigate the complexities of financial planning, estate management, and tax strategies. With a focus on integrity and professionalism, we strive to empower our clients to achieve their financial goals and secure their legacy for future generations. Contact us today to learn more about how we can assist you in planning for a secure and prosperous future.
1st Fidelity, Inc.
1st Fidelity, Inc. is a trusted accounting and finance institution located at 181 El Camino Real in Tustin, California, United States. With a reputation for excellence and reliability, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, investment planning, or any other financial need, 1st Fidelity, Inc. is here to help. Visit us today to see how we can help you achieve your financial goals.
Manzanar Cemetery
Located in California, United States, the Manzanar Cemetery is a museum dedicated to preserving the history and stories of the Manzanar War Relocation Center. During World War II, over 110,000 individuals were detained in military-style camps, including Japanese immigrants and American citizens of Japanese descent. The museum offers ranger-led programs for groups, trip planning assistance, and a wealth of information on the camp's history and culture. Visitors can explore news releases, curriculum materials, and photo galleries featuring images by renowned photographers such as Ansel Adams and Dorothea Lange. Those interested in working or volunteering at the museum can find more information on their website. The Manzanar Cemetery is a powerful reminder of a dark chapter in American history and the resilience of those who were unjustly detained.
Truckee Wills and Trusts
Truckee Wills and Trusts is a reputable institution located at 11260 Donner Pass Road in Truckee, California. Our team of experienced professionals specializes in creating wills and trusts to help individuals and families protect their assets and ensure their wishes are carried out. Whether you are planning for the future or need assistance with estate planning, our dedicated staff is here to provide personalized and comprehensive services. Contact us today to schedule a consultation and take the first step towards securing your legacy.
Museum of Western Film History
The Museum of Western Film History in Lone Pine, California, is a must-visit destination for movie buffs and history enthusiasts alike. Located at 701 South Main Street, this museum showcases the rich legacy of Western films through exhibits, artifacts, and memorabilia. From classic cowboy flicks to modern-day Westerns, visitors can explore the evolution of this iconic genre and its impact on popular culture. Step back in time and immerse yourself in the world of legendary actors, directors, and filming locations. Whether you're a fan of John Wayne or Clint Eastwood, this museum offers a fascinating glimpse into the golden age of Western cinema. Plan your visit today and experience the magic of the Wild West on the silver screen.
Catch French bistro
Catch French Bistro is a charming and vibrant bar and restaurant located at 2362 Market St, San Francisco, CA 94114, in the heart of the Castro District. This family-owned gem offers an inviting atmosphere perfect for any occasion, whether you're planning a romantic date night, a lively birthday party, or a sophisticated office function. The ambiance is cozy and welcoming, with a beautiful patio and a fireplace that adds warmth to cool evenings. Catch French Bistro is renowned for its delectable menu, featuring a variety of creative and innovative dishes crafted from fresh, organic, and sustainable ingredients. Seafood lovers will delight in the fresh local catches, while meat enthusiasts can savor the restaurant’s famous prime steaks and juicy burgers. The bistro also caters to diverse dietary needs with delicious gluten-free and vegetarian options.
Evergreen Cemetery
Welcome to Evergreen Cemetery, a serene and beautifully maintained resting place nestled in the heart of Boonville, California. Located at 12631-12441 Anderson Valley Way, our cemetery offers a peaceful and respectful environment where families can honor their loved ones in a tranquil setting surrounded by the natural beauty of Anderson Valley. Evergreen Cemetery is dedicated to providing a dignified and serene space for reflection and remembrance. Our grounds are meticulously cared for, ensuring a comforting atmosphere for visitors. With a commitment to preserving the natural landscape, Evergreen Cemetery offers a harmonious blend of nature and tranquility, making it a fitting final resting place for those cherished.
Peanuts Statue - Snorkeling Brown
Peanuts Statue - Snorkeling Brown: A Unique Tribute to Charles M. Schulz in Bodega Bay Nestled in the scenic town of Bodega Bay, California, at 595 California 1, you'll find the enchanting tourist attraction, Peanuts Statue - Snorkeling Brown. This whimsical installation pays homage to the beloved Peanuts comic strip, created by the legendary cartoonist Charles M. Schulz, who called Sonoma County his home for over three decades.
Miwok Cemetery
Welcome to Miwok Cemetery, a serene and respectful resting place located along the picturesque Shoreline Highway in Marshall, California. Nestled amidst the natural beauty of the region, Miwok Cemetery offers a tranquil environment for remembrance and reflection. Our cemetery is dedicated to honoring the lives and legacies of those who have passed, providing a peaceful sanctuary for families and friends to gather and pay their respects. At Miwok Cemetery, we understand the importance of preserving memories and traditions. Our grounds are meticulously maintained, ensuring a dignified setting that reflects the reverence we hold for those interred here. We offer a range of burial options to accommodate diverse needs and preferences, with a commitment to respectful and compassionate service.
bloomfield cemetery
Welcome to Bloomfield Cemetery, a serene and historic resting place located in the heart of Petaluma, California. Nestled amidst the picturesque landscapes of Sonoma County, our cemetery offers a tranquil environment for families and loved ones to honor and remember those who have passed. At Bloomfield Cemetery, we are committed to providing a respectful and dignified setting for memorial services and burials. Our beautifully maintained grounds feature lush greenery and peaceful surroundings, creating a comforting space for reflection and remembrance. Whether you are planning a traditional burial or exploring alternative options, our compassionate staff is here to assist you with all your needs and ensure a personalized experience.
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