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TOP 30 Legacy planning in Walnut, CA
9 results found
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LEGACY TRANSFER SERVICES LLC
Legacy Transfer Services LLC is a reputable institution located at 3980 Valley Boulevard in Walnut, California. We specialize in providing expert transfer services to help individuals and families manage and distribute their assets and wealth effectively. Our team of professionals is dedicated to guiding clients through the intricate process of estate planning and inheritance, ensuring a smooth transition of assets to future generations. With a commitment to excellence and personalized service, Legacy Transfer Services LLC is your trusted partner in preserving your legacy for years to come.
Gateway Financial Advisors, Inc. Walnut Creek Branch
Gateway Financial Advisors, Inc. Walnut Creek Branch is a financial institution located at 1801 North California Boulevard in Walnut Creek, California, United States. Specializing in accounting and finance, we cater to a wide range of clients, including business owners, parents, athletes, and widows. Our personalized approach ensures that every client receives a tailored financial plan that helps them achieve their goals and secure their future. At Gateway Financial Advisors, we go beyond traditional financial planning to help our clients build a Quality Life Plan. Our services include fee-based asset management, portfolio analysis, business planning, and more. Whether you need assistance with stocks, bonds, mutual funds, estate planning, or retirement accounts, our team of experts is here to help.
Andrei Jingan
Andrei Jingan is a trusted institution located at 4935 Hillsdale Circle in El Dorado Hills, California, specializing in estate planning and trust law. Serving clients in San Francisco, Walnut Creek, and other parts of Northern California, our dedicated team of attorneys and support staff are committed to providing competent and innovative solutions for our clients' legal needs. Our focus is on creating living trusts to help clients avoid conservatorship, guardianship, and costly probate processes. With a trust-based estate plan, individuals can protect their assets, plan for incapacity, and preserve their legacy for future generations. Our goal is to provide valuable legal assistance while optimizing internal processes to keep costs reasonable for our clients.
Feldman Law Group
Located at 1855 Olympic Boulevard in Walnut Creek, California, the Feldman Law Group is a trusted institution specializing in estate planning, probate, and special needs planning. Serving clients throughout Northern California, our experienced and professional team is dedicated to helping individuals and families plan for the future of their loved ones. When you work with us, you can expect personalized attention and expert guidance from a highly qualified estate planning attorney. Aaron Feldman, with over 35 years of experience, has the knowledge and skills to create tailored solutions that meet your specific needs. Our comprehensive approach ensures that your legal matters are handled with care and attention to detail.
Absolute Trust Counsel
Absolute Trust Counsel is a reputable law firm located at 2890 North Main Street in Walnut Creek, California, United States. Specializing in estate planning, the team at Absolute Trust Counsel believes that a will is not enough to secure your legacy. With their actionable guidebook, they help individuals protect their assets and plan for the future. Their lead attorney, Kirsten Howe, is praised for her exceptional service and support during difficult times. Whether it's setting up trust accounts, updating wills, or navigating the complexities of estate administration, Kirsten and her team provide professional and efficient legal services with a personal touch.
Law Office Matthew W. Harris
The Law Office of Matthew W. Harris, located at 1990 North California Boulevard in Walnut Creek, California, is dedicated to protecting families and preserving legacies. Led by Matthew W. Harris, Esq., LL.M, the office offers services in estate planning, conservatorship, probate, trusts, elder law, and more. Whether you need assistance in planning for the future, navigating the complexities of conservatorship, or handling the legal matters following the loss of a loved one, the team at Matthew W. Harris is committed to guiding you through the process with empathy and expertise. Their personalized approach ensures that your unique needs are understood and met, providing you with peace of mind and confidence in securing your legacy. With a focus on making estate planning and trusts accessible and understandable, the Law Office of Matthew W. Harris is here to support you every step of the way. Contact them today for a stress-free estate planning experience and a smooth probate journey.
Diamond Oak Wealth Partners - Randi Bednarczyk, CFP®, ChFC®
Diamond Oak Wealth Partners, led by Randi Bednarczyk, CFP®, ChFC®, is a sophisticated financial institution located in Walnut Creek, California. With a focus on individualized wealth management, our team of professionals provides carefully measured guidance to help clients make informed financial decisions. We offer comprehensive planning services that encompass all aspects of your financial life, personalized to address every detail. From alternative investments to traditional offerings, we provide a wide range of choices for your portfolio. Whether you are planning for retirement, building a legacy, or transitioning your business, we work closely with you to design and implement a plan that fits your unique goals. Our analytical capabilities help us manage market risk, identify opportunities, and build balanced portfolios tailored to your needs. With a deep understanding of your individual circumstances, we provide specialized knowledge to address your specific financial matters.
Proxy Freedom
Proxy Freedom is a finance institution located at 877 Ygnacio Valley Road, Walnut Creek, California, United States. Our team of financial professionals is dedicated to providing comprehensive, holistic, and customized wealth management solutions to a select group of clients. We specialize in personalized strategies, investment management, and risk assessment to help optimize your financial goals, preserve assets, and enhance your long-term financial well-being. Our tailored financial planning services include strategic guidance, goal setting, and investment analysis to help you achieve your financial objectives and secure your future. We offer RIA, Insurance, and Private Equity services to make revenue sharing across platforms more accessible for our clients. Our philosophy is built on the foundation of Don’t Invest and Forget™, a theme known throughout the San Francisco Bay Area and beyond. Pat Vitucci began sharing this proactive, goal-based financial planning message over 30 years ago, and his legacy continues through the consultants and team members of Proxy Freedom. Founder and CEO, CJ Davidson, and Managing Partner, Bryan Caulkins, lead the team in redefining what is possible in the pursuit of financial freedom. Our commitment to excellence and focus on our clients' success make us a trusted partner in guiding you through the complexities of the financial landscape. Securities-related services may not be provided to individuals residing in states not listed, and insurance-related services may not be provided to individuals residing in states other than those specified. Advisory Services are offered through PROXY FREEDOM LLC, and Securities are offered through UNITED PLANNERS Financial Services. PROXY FREEDOM, LLC, and United Planners are not affiliated.
Lovell Wealth Management
Lovell Wealth Management, located in Walnut Creek, California, is a finance institution that specializes in wealth management, retirement planning, and tax and estate planning services. They offer comprehensive financial planning and investment strategies to help individuals, business owners, and wealthy families preserve their lifestyle today while protecting their legacy for tomorrow. With a focus on maximizing estates and passing on legacies to future generations, Lovell Wealth Management provides expert advice and personalized plans tailored to each client's unique financial situation. They offer securities through Kalos Capital, Inc. and investment advisory services through Kalos Management, Inc., both reputable firms in the industry.
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