The 30 Best Legacy planning in San Jose, California

LTC Financial Partners is a leading finance, health, and insurance agency located at 5855 Pala Mesa Drive in San Jose, California, United States. Specializing in long-term care planning and insurance solutions, LTC Financial Partners offers expert advice and personalized services to help individuals and families protect their financial future and well-being. With a team of experienced professionals, they are dedicated to providing comprehensive and tailored solutions to meet the unique needs of each client. Whether you are planning for retirement, facing a health crisis, or looking to secure your legacy, LTC Financial Partners is committed to helping you navigate the complexities of long-term care and insurance options with confidence and peace of mind.

Gianelli & Associates is a prestigious law firm located at 560 South Winchester Boulevard in San Jose, California. Our team of experienced lawyers specializes in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning. With a commitment to providing personalized and effective representation, we strive to achieve the best possible outcome for our clients. Contact us today to schedule a consultation and see how our dedicated team can assist you with your legal needs.

Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, our legacy is built on providing top-notch representation for high-net-worth clients and growing companies. Our founding partner, esteemed mentor, has recently passed away, but our team of experienced attorneys continues to provide guidance to clients on various legal matters affecting their personal and professional lives. Whether it's estate planning, business law, real property issues, or customer complaints, our attorneys are here to help navigate through any legal challenges. During the holidays, many people choose to give money or assets to their loved ones, and our team can provide advice on the best ways to do so.

Wellspring Consulting Group is a renowned finance and insurance agency located at 2635 North First Street in San Jose, California, United States. With a team of experienced professionals, they provide expert financial consulting and insurance services to individuals and businesses alike. From investment strategies to risk management solutions, Wellspring Consulting Group is dedicated to helping their clients achieve their financial goals and secure their future. Visit their office in San Jose today to learn more about their comprehensive services.

Morgan Stanley Financial Advisors is a prestigious finance institution located at 225 West Santa Clara Street in San Jose, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, Morgan Stanley Financial Advisors offers personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

The Family Wealth Consulting Group is a prestigious finance institution located at 1541 The Alameda in San Jose, California, United States. Our team of experienced financial advisors provides personalized wealth management services to help families achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to help. Trust The Family Wealth Consulting Group to provide expert guidance and support for all your financial needs.

Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.

Silicon Valley Wealth Advisors, LLC is a premier finance institution located in San Jose, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We provide personalized wealth management services tailored to each client's unique needs and objectives. Whether you are planning for retirement, saving for your children's education, or investing for the future, Silicon Valley Wealth Advisors, LLC is here to guide you every step of the way. Visit us at 3190 South Bascom Avenue to learn more about how we can help you reach your financial goals.

Towne Advisory Services is a reputable finance institution located at 1165 Lincoln Avenue in San Jose, California, United States. With a team of experienced financial advisors, Towne Advisory Services offers personalized financial planning and investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Towne Advisory Services is dedicated to providing expert guidance and innovative solutions tailored to your individual needs. Trust in Towne Advisory Services to help you navigate the complex world of finance with confidence and peace of mind.

Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, 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 in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.

One Wealth Management is a finance institution located at 2150 North First Street in San Jose, California, United States. At One Wealth Management, we believe that relationships are key to success. Our team of experienced advisors will work with you to understand your financial goals and help you achieve them. Whether you need help with investment management, financial planning, estate planning, or business protection, our professionals have the expertise to assist you. We will analyze, customize, implement, and protect plans to help you grow and protect your wealth. Contact us today to start working towards the future you deserve.

Hendershott Wealth Management is a finance institution located at 2025 Gateway Place in San Jose, California, United States. Specializing in financial planning and investment management for high-net-worth women and couples, we offer fee-only fiduciary financial advisors and wealth managers who prioritize building a true financial partnership with our clients. Many women feel overwhelmed by finances and left out of wealth conversations, which is why we strive to provide a welcoming and inclusive environment for all clients. Our goal is to help you understand your financial options, maximize your investments, and prepare for all of life's milestones.

Aayush Kumar - Prudential Advisors is a leading financial institution located at 1731 Technology Drive in San Jose, California. As a trusted advisor in the finance industry, we provide personalized financial planning and investment solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing expert guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Aayush Kumar - Prudential Advisors is committed to helping you secure a prosperous financial future.

Heart of the Valley Wealth Advisors - Thrivent is a finance and insurance agency located in the heart of San Jose, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to invest for retirement, protect your assets, or plan for the future, our team is here to provide personalized guidance and support. Visit us at 2021 The Alameda to learn more about how we can help you navigate the complexities of financial planning and insurance.

U.S. Bank's Wealth Management Banker, Yung Le, offers personalized financial services at their location on 1399 Foxworthy Avenue in San Jose, California. As a trusted professional in the finance industry, Yung Le provides expert guidance and tailored strategies to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, U.S. Bank's Wealth Management Banker is dedicated to providing top-notch service and support. Visit their office today to start on the path to financial success.

Potentia Wealth is a finance institution located at 1226 Lincoln Avenue in San Jose, California. Our team of family financial advisors is dedicated to helping you take care of yourself and your loved ones by providing expert insights and guidance. Watch our 2024 Full-Year Investment Outlook webinar featuring special guest Jack Manley of J.P. Morgan Asset Management. With a range of life experiences, our professionals are here to help you make progress towards your financial goals. Contact us at 408.288.7886 or ask@potentiawealth.com to take the next step. Advisory services are offered through Potentia RIA, LLC, an SEC-Registered Investment Advisor. We prioritize the protection of your data and privacy, in compliance with the California Consumer Privacy Act. Contact us for more information and personalized financial advice.

Artesian Wealth Solutions is a finance institution located in San Jose, California. Since 1992, we have been dedicated to helping individuals, families, and businesses achieve their financial goals. Our team is committed to providing clear and concise recommendations that are easy to implement at every stage of life. Our name, Artesian Wealth Solutions, reflects our belief that income streams are vital to a sound financial plan, much like water is to life. We strive to be the driving force that provides you with the sustenance for your prosperous future. Our founder, Anna Jacobs, and her team will work with you to develop a customized financial program that suits your vision and objectives. With a focus on family, health, happiness, and security, we are here to guide you every step of the way. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Our team is here to help you achieve your financial needs and goals with honesty, integrity, and trust. Contact us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Chris Milner, located at 560 South Winchester Boulevard in San Jose, California, is dedicated to helping clients achieve their financial goals. With a focus on personalized planning centered on individual aspirations, the institution offers services tailored to each client's unique needs and priorities. From retirement planning to wealth management, the team at Merrill Lynch strives to provide comprehensive financial solutions to help clients navigate the complexities of the market and achieve their desired outcomes. With a commitment to understanding each client's personal situation and goals, Merrill Lynch Financial Advisor Chris Milner aims to build long-lasting relationships based on trust, communication, and a shared vision for financial success.

Merrill Lynch Financial Advisor Jackson Thoreson is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. The team at Merrill Lynch is dedicated to understanding your values and goals for your assets, with a focus on planning for your individual and family lifetimes. Jackson Thoreson, a resident of San Jose and a graduate of Saint Mary's College of California, leads the team with a background in professional baseball and a passion for helping clients navigate important life transitions such as retirement and job changes. The team at Merrill Lynch is committed to helping clients achieve their financial goals at every stage of life, with a personalized approach that takes into account individual priorities, risk tolerance, and long-term objectives. With a focus on communication and education, Merrill Lynch Financial Advisor Jackson Thoreson is dedicated to helping clients achieve their financial goals and secure a legacy that can last beyond their lifetime.

Investy Financial Services is a leading finance institution located at 919 Story Road in San Jose, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients, helping them achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or wealth management services, Investy Financial Services has got you covered. Visit us today to start planning for a brighter financial future.

Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.

Merrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.

Solutions Wealth Management is a prestigious finance institution located at 1777 Hamilton Avenue in San Jose, California, United States. Our team of experienced financial advisors are dedicated to providing personalized wealth management solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Solutions Wealth Management is here to help you navigate the complexities of the financial world and achieve your financial objectives. Trust us to provide expert guidance and support as you work towards securing a brighter financial future.

Trust Management Services is a leading financial institution located at 1 South Almaden Boulevard in San Jose, California. Our team of experienced professionals specializes in providing expert trust management services to individuals and businesses. With a strong commitment to integrity and excellence, we strive to help our clients achieve their financial goals and secure their future. Contact us today to learn more about how Trust Management Services can help you manage your assets and investments with confidence.

Advanced Retirement Solutions is a leading finance institution located at 2107 North First Street in San Jose, California, United States. Specializing in retirement planning and investment strategies, our team of experts is dedicated to helping individuals secure their financial future. With a focus on personalized solutions and unparalleled customer service, we strive to provide our clients with peace of mind and confidence in their retirement goals. Contact us today to learn more about how we can help you achieve your financial objectives.

Alpha Wealth Management Group - UBS Financial Services Inc. is a premier financial institution located in the heart of San Jose, California. With a commitment to providing top-notch wealth management services, our team of experienced financial advisors offers tailored solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your wealth, our experts are here to guide you every step of the way. Visit us at 355 Santana Row to learn more about how Alpha Wealth Management Group can help you secure your financial future.

Bisceglia Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 355 Santana Row in San Jose, California. As part of the UBS Financial Services Inc. network, our team of experienced professionals is dedicated to providing comprehensive wealth management services to help clients achieve their financial goals. With a focus on personalized strategies and expert advice, we strive to deliver tailored solutions that align with each client's unique needs and aspirations. Whether you are planning for retirement, investing for the future, or managing your wealth, our team is committed to delivering exceptional service and guidance every step of the way. Visit us at our Santana Row location to learn more about how we can help you secure your financial future.

Todd Ferreira is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Todd provides personalized financial planning services tailored to each individual's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Todd Ferreira is here to help guide you on the path to financial success. Contact Todd Ferreira at Ameriprise Financial Services, LLC today to schedule a consultation and take control of your financial future.

Spiros Kabitsis is a financial advisor at Ameriprise Financial Services, LLC located in the heart of San Jose, California. With a focus on providing personalized financial planning and investment services, Spiros Kabitsis helps clients navigate their financial goals and achieve long-term success. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Spiros Kabitsis is dedicated to helping you make informed decisions and secure your financial future. Visit us at 1 South Almaden Boulevard to learn more about our comprehensive financial services.