TOP 10 Best Legacy planning in Simi Valley, California

Carmen B Marquez, PC is a trusted law firm specializing in estate planning services in Simi Valley, California. Located at 2655 First Street, their team of experienced lawyers is dedicated to helping clients create comprehensive estate plans to protect their assets and ensure their wishes are carried out. Whether you need assistance with wills, trusts, or probate matters, Carmen B Marquez, PC is committed to providing personalized and professional legal services to meet your unique needs. Contact them today to schedule a consultation and start planning for your future.

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.

U.S. Bancorp Investments - Financial Advisors in Simi Valley, California, is a trusted institution offering expert financial advice and services to help individuals and businesses achieve their financial goals. Located at 1445 East Los Angeles Avenue, their team of experienced advisors is dedicated to providing personalized guidance and solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, U.S. Bancorp Investments is committed to helping you navigate the complexities of the financial world with confidence and clarity. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Probate Lawyers of Werner Law Firm is a renowned estate planning and living trust law firm located in Newport Beach, California. Our team of experienced lawyers specializes in helping families navigate the complexities of the inheritance process and plan for the future. Whether you have a large estate or just a few assets, our attorneys can assist you in creating a comprehensive estate plan that meets your unique needs. With multiple office locations throughout California, including Santa Clarita, Los Angeles, Bakersfield, Lancaster, Pasadena, Simi Valley, Encino, Oxnard, and Santa Barbara, our award-winning probate attorneys are dedicated to providing top-notch legal services to clients across the state.

The Presidential Learning Center, located at 40 Presidential Drive in Simi Valley, California, is a versatile and spacious indoor venue perfect for a variety of events. Equipped with a modular stage, three large projection screens, wireless internet access, and a high-quality sound system, this auditorium offers a multimedia experience for guests. The venue boasts stunning views of Ventura County through its enormous picture windows, creating a picturesque backdrop for any event. Additionally, the adjacent Roosevelt and Jefferson rooms provide extra space for larger groups, while the mezzanine level offers a fantastic indoor reception area or additional seating. The Presidential Learning Center is part of the Ronald Reagan Presidential Foundation and Institute, hosting events and educational programs that honor the legacy of President Ronald Reagan.

Karen Calderon-Parocua: Primerica - Financial Services is an insurance agency located at 2259 Ward Avenue in Simi Valley, California. Our dedicated team is committed to helping individuals and families achieve financial security through a range of services including insurance, investments, and retirement planning. With a focus on education and personalized solutions, we strive to empower our clients to make informed decisions about their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Arxis Wealth Management is a finance institution located at 2468 Tapo Canyon Road in Simi Valley, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment management, retirement planning, estate planning, and more. At Arxis Wealth Management, we prioritize building long-term relationships with our clients based on trust, transparency, and superior customer service. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Fortune Management North LA is a premier institution located at 3226 Township Avenue in Simi Valley, California. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial success and stability. With a focus on strategic planning, investment management, and wealth preservation, we provide personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Fortune Management North LA is here to help you navigate the complexities of financial planning. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Miccal T Jackson is a trusted financial institution located at 40 West Cochran Street in Simi Valley, California. As a dedicated financial advisor, Miccal T Jackson provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Miccal T Jackson offers expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Miccal T Jackson is committed to helping clients secure their financial future.

Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Sunil Prabhakar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2345 Erringer Road, Simi Valley, California, United States. Sunil Prabhakar holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and financial planning for specific demographics such as veterans and individuals with special needs. Sunil Prabhakar is dedicated to providing comprehensive and ethical financial advice to individuals and small business owners, utilizing a range of investment strategies to meet their unique needs.

Triumvirate Advisors Group, Inc is a leading finance institution located at 2655 First Street in Simi Valley, California, United States. With a team of experienced financial advisors, Triumvirate Advisors Group, Inc offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at Triumvirate Advisors Group, Inc are dedicated to providing personalized solutions tailored to your individual needs. Trust in Triumvirate Advisors Group, Inc for all your financial planning needs.

Natalie Pavia - Thrivent is a finance institution located at 3605 Alamo Street, Simi Valley, California, United States. With over 20 years of industry expertise, our team is dedicated to helping you map out a path to a more secure financial future. We understand that there is no one-size-fits-all approach to financial planning, which is why we offer specific tools and solutions tailored to your individual needs. Licensed in multiple states including AZ, CA, CO, CT, ID, MA, OR, and WA, we provide advice and guidance through our Financial Planning Framework. Our services may include a review and analysis of your financial situation, with the option to further engage in Dedicated Planning Services for written recommendations at a fee.

Welcome to Community Funeral and Cemetery Services, LLC Located at 17057 Bellflower Boulevard, Los Angeles, California, Community Funeral and Cemetery Services, LLC, is your trusted partner in planning and managing end-of-life arrangements with compassion and professionalism. Our services encompass both cemetery and funeral home needs, providing you with comprehensive support at every step.