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TOP 30 Legacy planning in Sacramento, CA
17 results found
Search for local businesses, places and services near you
Kekes Legacy Travels
Kekes Legacy Travels is a premier travel agency located at 5443 College Oak Drive in Sacramento, California, United States. Our dedicated team of travel experts is committed to providing exceptional service and creating unforgettable travel experiences for our clients. Whether you're looking to plan a relaxing beach getaway, an adventurous safari, or a romantic European escape, Kekes Legacy Travels has you covered. Contact us today to start planning your next dream vacation!
Legacy Law Group
Legacy Law Group is a prestigious legal institution located in Sacramento, California. Our team of experienced lawyers is dedicated to providing top-notch legal services in various practice areas, including estate planning, probate, and elder law. With a focus on personalized attention and tailored solutions, we strive to help our clients protect their assets and plan for the future. Conveniently located at 180 Promenade Circle, Legacy Law Group is committed to serving the Sacramento community with integrity and professionalism. Contact us today to schedule a consultation and start planning for your legacy.
Legacy Movement Connection
Legacy Movement Connection is a trusted finance and insurance agency located at 2829 Watt Avenue in Sacramento, California. With a commitment to helping individuals and families secure their financial futures, Legacy Movement Connection offers a wide range of services including investment planning, retirement savings, insurance coverage, and more. Our team of experienced professionals is dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking to build wealth, protect your assets, or plan for the future, Legacy Movement Connection is here to help you achieve your financial goals. Contact us today to schedule a consultation and start your journey towards financial security.
Sacramento Estate Planning Law Group
The Sacramento Estate Planning Law Group is a reputable institution located at 9245 Laguna Springs Drive in Elk Grove, California, United States. Specializing in finance and legal services, their team of expert lawyers is dedicated to helping clients navigate the complexities of estate planning. With a focus on personalized solutions and attention to detail, they provide comprehensive guidance to ensure that individuals and families have a solid plan in place for their assets and future. Trust the Sacramento Estate Planning Law Group to protect your legacy and secure your financial future.
Legacy Tax & Financial Service
Legacy Tax & Financial Service is a reputable institution located at 6130 Freeport Boulevard in Sacramento, California. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to help individuals and businesses with their financial needs. Whether you need assistance with tax preparation, financial planning, or investment management, Legacy Tax & Financial Service is here to help you achieve your financial goals. With a commitment to excellence and personalized service, you can trust us to handle all of your financial matters with professionalism and expertise. Contact us today to learn more about how we can assist you in securing your financial future.
Golden Shore Medical
Golden Shore Medical was a renowned health institution located at 24853 Alessandro Boulevard in Moreno Valley, California. Unfortunately, the institution closed its doors on January 31, 2019 after nearly 38 years of providing exemplary healthcare services to the community. Following the closure, some of the clinics and doctors from Golden Shore Medical have reopened under the WellSpace facilities in Sacramento County, with plans for The Children’s Clinic to begin seeing patients at the Golden Shore Long Beach locations in the near future. The clinics in the Inland Empire are now operated by Unicare Community Health Center or LaSalle Medical Associates, ensuring continuity of care for patients.
Sutter's Fort State Historic Park
Sutter's Fort State Historic Park, located at 2701 L Street in Sacramento, California, is a park and tourist attraction that offers a glimpse into the history of the first permanent European colonial settlement in California's Central Valley. Founded by Swiss immigrant John Sutter in 1839, the Fort was once the economic center of the region, catalyzing significant changes in California. The park is open daily for self-guided tours, allowing visitors to explore the exhibits and learn about the diverse Native peoples who helped build the Fort. While dogs are allowed only in the park surrounding Sutter's Fort, service animals are permitted inside the fort gates and exhibit areas. Online reservations are not available for this park, but visitors can stay updated on upcoming events and programs by following the park on social media. The Friends of Sutter's Fort Museum Store offers a variety of gifts and publications related to California history, with proceeds supporting the park.
New York Life
New York Life, located at 920 20th Street in Sacramento, California, is an insurance agency offering a variety of permanent policies with guaranteed death benefits and cash value that grows over time. They provide long-term coverage that is customizable to individual needs and budgets, with the ability to invest policy cash value in the market. The institution also offers assistance in paying for everyday tasks, replacing lost income due to sickness or injury, and professionally managed investments with potential market gains. New York Life helps clients create personalized investment strategies, plan for future financial needs, and set up estate plans to protect their legacy. They offer insurance options for employees, executives, business owners, and small businesses, as well as solutions for college expenses and income generation. The institution is known for its charitable giving and support for bereavement, education, workplace initiatives, and local communities.
Goralka Law Firm, PC
Goralka Law Firm, PC is a renowned institution located in Sacramento, California, specializing in accounting, finance, and legal services. With a focus on helping successful families, business owners, and real estate owners minimize income and estate tax, protect assets, and transition legacies to the next generation, we provide the expertise needed to reach your business, tax, and estate planning goals. Our founder, John Goralka, established the firm in 1996 with a unique perspective as a single father, understanding the dedication required to achieve dreams. With a commitment to thinking outside the box, we offer tailored solutions to our clients' needs, avoiding quick fixes that may lead to future complications.
Kelsch Law Group
Kelsch Law Group, located at 2120 River Plaza Drive in Sacramento, California, is a trusted institution that provides comprehensive estate planning and business legal solutions. Our experienced team offers guidance for setting up various business entities, such as sole proprietorships, partnerships, LLCs, and corporations, ensuring a strong legal foundation for your business. We also specialize in creating wills, revocable living trusts, trust administration, power of attorney agreements, healthcare directives, and handling probate matters to ensure that your legacy is passed down according to your wishes. Our legal experts can draft contracts, terms and conditions, non-disclosure agreements, employment contracts, and other important documents to protect your business interests.
Nobility Financial Team
Nobility Financial Team, located at 856 North Sacramento Street in Lodi, California, is a finance institution dedicated to providing high-quality services to its clients. Specializing in investment management, legacy planning, income tax preparation, and estate planning, our team is passionate and committed to helping individuals achieve their financial goals. Our fully certified financial advisors have the expertise, professionalism, and technical knowledge to assist clients in making informed decisions about their finances. Trust Nobility Financial Team to provide you with the personalized and comprehensive financial solutions you need to secure your financial future.
U.S. Bank - Private Wealth Advisor: Robin Martin
U.S. Bank - Private Wealth Advisor: Robin Martin is a prestigious financial institution located at 621 Capitol Mall in Sacramento, California, United States. As a trusted private wealth advisor, Robin Martin offers personalized financial planning and investment services to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, U.S. Bank - Private Wealth Advisor: Robin Martin is committed to helping clients achieve their financial goals and secure their financial future.
O'Brien Wealth Management
O'Brien Wealth Management is a finance institution located at 641 Fulton Avenue, Sacramento, California, United States. At O'Brien Wealth Management, we understand the importance of making carefully considered financial decisions. Our team is dedicated to providing you with thoughtful and personalized guidance to help you achieve your financial goals. With years of experience, disciplined planning, and analytical capabilities, we aim to be your trusted financial partner. We believe in comprehensive planning that considers all aspects of your financial life, allowing us to create a personalized strategy that addresses every detail.
Holmes Financial
Holmes Financial is a reputable finance institution located at 2020 Hurley Way in Sacramento, California, United States. With a focus on providing top-quality financial services, Holmes Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you're looking for assistance with investments, loans, or financial planning, the experts at Holmes Financial are here to help. Trustworthy, reliable, and customer-oriented, Holmes Financial is your go-to destination for all your financial needs.
Navion Financial Advisors
Navion Financial Advisors is a premier finance institution located at 400 Capitol Mall in Sacramento, California. Our team of experienced financial advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Navion Financial Advisors is here to guide you every step of the way. With a focus on customer service and expertise in the financial industry, we are committed to helping our clients make informed decisions and secure their financial future. Contact us today to schedule a consultation and see how Navion Financial Advisors can help you reach your financial goals.
Ascendant Wealth Management Group - Ameriprise Financial Services, LLC
Ascendant Wealth Management Group - Ameriprise Financial Services, LLC is a finance institution located at 2150 River Plaza Drive in Sacramento, California, United States. Our Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial goals. While we cannot guarantee future financial results, we are committed to helping you plan for a secure future. Please visit our website for important disclosures and regulations. We appreciate referrals and look forward to helping your friends and family members achieve their financial goals. Contact us today to schedule a consultation. Member FINRA and SIPC.
Talon Wealth Management
Talon Wealth Management is a leading financial institution located at 180 Promenade Circle in Sacramento, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Talon Wealth Management is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.
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