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TOP 30 Legacy planning in Riverside, CA
11 results found
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Sandoval Legacy Group
The Sandoval Legacy Group is a prestigious law firm located in Riverside, California, United States. Our experienced team of lawyers is dedicated to providing top-notch legal services to our clients. With a focus on estate planning, probate, and elder law, we strive to help our clients protect and preserve their legacies for future generations. Visit us at 4300 Latham Street to see how we can assist you with your legal needs.
Fsa Terracina Child Development Center
FSA Terracina Child Development Center, located at 3847 Terracina Drive in Riverside, California, is a part of the larger Family Service Association (FSA) organization. FSA was founded in the 1950s by the Junior League and local faith-based organizations in Riverside, with a mission to support and strengthen local military families. Today, FSA is one of the largest and most trusted non-profits in the Inland Empire, providing a wide range of services to address poverty, hunger, and health across all age groups. At FSA Terracina Child Development Center, we focus on early education and development for young children, offering a safe and nurturing environment for them to learn and grow. Our center is part of FSA's commitment to supporting families and communities, with the belief that family strength is community strength. Through our programs, we serve over 13,000 community members each year, providing essential services such as trauma-informed mental health support, senior housing, and nutritious meals for seniors.
Selters & Selters, Attorneys at Law
Selters & Selters, Attorneys at Law, located at 399 West Mission Boulevard in Pomona, California, is a trusted law firm specializing in probate and estate planning services. With over a century of experience serving the community, our family-owned firm offers personalized and knowledgeable representation to meet our clients' needs and wishes. Our practice areas include probate, living trusts, wills, estate planning, conservatorships, guardianships, and trust administration. Our team of experienced attorneys can assist with preparing your family legacy, including drafting wills, trusts, healthcare directives, and financial power of attorneys. We handle probate matters in courts across Los Angeles, San Bernardino, Riverside, and Orange Counties. Let Selters & Selters take care of your estate planning and probate needs, so you can focus on taking care of your family and loved ones.
Hunsberger Dunn LLP
Hunsberger Dunn LLP is a well-established law firm located at 14751 Plaza Drive in Tustin, California, United States. With over 40 years of combined experience in decedent estates, probate, and estate & business planning, our seasoned attorneys are dedicated to providing tailored representation for your unique needs. Our team of estate and probate attorneys serve clients in Orange County, Riverside County, and nearby areas. We offer personalized guidance and strategic solutions to protect and distribute your wealth, minimize tax burdens, and establish a lasting legacy for your future generations.
Law Office of Jennifer Daniel
The Law Office of Jennifer Daniel, located at 220 Nordina Street in Redlands, California, is dedicated to providing exceptional estate planning and probate services to clients in Riverside County, San Bernardino County, and the Coachella region. With over nine years of experience in estate planning, probate, and conservatorship, attorney Jennifer Daniel offers personalized strategies to meet each client's individual needs and goals. Services provided include assistance with legal proceedings to administer an estate, manage personal and financial needs of loved ones, trusts, wills, powers of attorney, and health care directives. Jennifer Daniel is committed to protecting her clients' futures through legacy planning with aggressive representation.
Moynihan Lyons PC (now Law Office of Maureen Lyons, PC)
Moynihan Lyons PC, now known as the Law Office of Maureen Lyons, PC, is a trusted institution located at 6529 Riverside Avenue in Riverside, California. Following the passing of J. Terrence Moynihan in January 2024, Maureen Lyons has taken the reins to ensure a smooth transition for former clients and new clients alike. The phone number remains the same, and the firm continues to provide top-notch legal services. Specializing in estate planning, Maureen Lyons offers expertise in protecting assets and securing the future for you and your loved ones. Whether you need assistance with chronic illness planning, probate estate administration, or safeguarding the needs of disabled family members, Maureen is here to guide you through every step of the process.
Holstrom, Block & Parke, APLC
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.
Endocrinology Medical Group of Orange County
Endocrinology Medical Group of Orange County is a leading healthcare institution located at 725 West La Veta Avenue in Orange, California. Our team of highly skilled doctors, nurse practitioners, and health educators are dedicated to providing outstanding medical care for those with diabetes and endocrine disorders. Founded by Dr. Herbert I. Rettinger, our practice has a rich history of serving the Endocrine needs of Orange and Riverside counties. Today, Dr. Priya Khanijou Shah and Dr. Aaron Rockoff continue Dr. Rettinger's legacy by offering expert care to our patients. All of our physicians are specialty trained and certified in Endocrinology, Diabetes, and Metabolism, as well as Internal Medicine.
Merrill Lynch Financial Advisor Adam Levi
Merrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.
Freedom Advisors, Inc.
Freedom Advisors, Inc. is a reputable accounting and finance institution located at 6876 Indiana Avenue in Riverside, California, United States. With a focus on Expert Tax Preparation, Planning, and Consulting Services, our team is dedicated to providing personalized and accurate tax solutions for both individuals and businesses. Since 1987, we have been helping clients accurately project their income tax for various scenarios and offering payroll services, including direct deposit and all payroll tax returns. Our commitment to excellence is demonstrated through our continual investment in professional education, state-of-the-art technology, and strong business relationships. Tony Zapico, a CFP® (CERTIFIED FINANCIAL PLANNER™) practitioner since 1995 and an Enrolled Agent since 2008, founded the business in 1987. Karen, the office manager, has been with Freedom Advisors since its inception and is responsible for technology and ensuring a warm and welcoming atmosphere for our clients.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 3610 Central Avenue in Riverside, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. They take a holistic approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and build enduring legacies. Visit their Riverside office or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.
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