TOP 30 Best Legacy planning solutions in Los Angeles, California

Wealth Management Partners of Los Angeles, Inc. is a prestigious finance institution located at 15760 Ventura Boulevard in Los Angeles, California, United States. With a team of expert financial advisors, they specialize in providing personalized wealth management services to help individuals and families achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Management Partners of Los Angeles, Inc. is dedicated to providing top-notch financial advice and guidance tailored to your unique needs. Trust in their expertise to secure your financial future.

Legacy Dental of Murrieta: Andrew Tibbitts DDS & Associates is a premier dental institution located at 40710 California Oaks Road in Murrieta, California. Specializing in family dentistry, implant solutions, and cosmetic procedures, our team of dedicated experts is committed to meeting your unique dental needs. Our convenient and efficient approach ensures a hassle-free experience for all our patients. At Legacy Dental, we prioritize open communication, education, and collaboration to create personalized treatment plans that suit your individual needs. Our state-of-the-art facilities are equipped with the latest dental technologies, ensuring that you receive the highest standard of care in a modern and comfortable environment. Whether you need a routine checkup, cosmetic makeover, dental implants, or emergency care, we are here to help.

Mutual of Omaha® Advisors - Los Angeles is a finance and insurance agency located at 10880 Wilshire Boulevard, Los Angeles, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. We provide our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to bring valuable exposure to your business, as well as a world-class CRM and extensive material library to help build your digital brand. We promote a work environment that takes your life into consideration and provide future growth options within the company.

Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.

Welcome to LA | Estate Plans, your trusted partner in estate planning and legal services in Los Angeles, California. Conveniently located at 222 West 6th Street, we specialize in providing personalized and comprehensive estate planning solutions to individuals and families. Our experienced legal team is dedicated to helping you protect your assets, secure your legacy, and ensure peace of mind for you and your loved ones. At LA | Estate Plans, we understand that every client’s needs are unique. We offer a wide range of services, including the drafting of wills, trusts, powers of attorney, and healthcare directives. Our approach is client-focused, ensuring that all estate plans are tailored to meet your specific goals and circumstances.

Churchill Management Group in Los Angeles is a leading finance institution located at 5900 Wilshire Boulevard in the heart of California. With a focus on providing top-notch financial services, the institution offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Churchill Management Group has a team of experienced professionals ready to assist you. Trustworthy and reliable, this institution is dedicated to helping clients navigate the complex world of finance with confidence and peace of mind.

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 Los Angeles is a leading financial institution located at 633 West 5th Street in the heart of downtown Los Angeles, California. Our team of experienced financial advisors offers a wide range of services to help clients achieve their financial goals, including investment planning, retirement planning, wealth management, and more. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

Golden K Plans & Wealth Management is a leading finance institution located at 5950 Canoga Avenue in Los Angeles, California, United States. Specializing in personalized financial planning and wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Golden K Plans & Wealth Management offers tailored solutions to meet your individual needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial success.

Legacy Tax & Resolution Services is a reputable institution located at 11755 Wilshire Boulevard in Los Angeles, California. Specializing in accounting, finance, and legal services, this institution offers expert assistance in tax resolution and financial planning. Their team of skilled professionals is dedicated to helping individuals and businesses navigate complex tax laws and regulations. Whether you are facing tax issues or simply need financial guidance, Legacy Tax & Resolution Services is the trusted partner you can rely on. Visit their office today to receive personalized assistance from their knowledgeable staff.

Welcome to Equitable Solutions and Management, your trusted partner in financial excellence, located at 6709 La Tijera Boulevard, Los Angeles, California. At Equitable Solutions and Management, we specialize in providing comprehensive financial services tailored to meet the unique needs of our diverse clientele. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and solutions. Whether you are looking to plan for retirement, manage your investments, or navigate the complexities of business finance, we offer a wide range of services designed to empower you with the knowledge and tools necessary for financial success. Our commitment to transparency, integrity, and client-focused service sets us apart as a leader in the finance industry.

Shane Taylor - State Farm Insurance Agent is a trusted insurance agency located at 5435 Balboa Boulevard in Los Angeles, California. With a strong commitment to helping customers prepare for and recover from unexpected events, State Farm has been a reliable partner for over 100 years. The agency, led by Shane Taylor, offers a range of insurance and financial services to clients in Los Angeles and surrounding areas, including Sherman Oaks, Van Nuys, and Burbank. Whether you need assistance with auto, home, life, or health insurance, Shane Taylor and his team are dedicated to providing personalized service and expert guidance. Shane Taylor, a California native, has been in the insurance industry since 2005 and opened his own agency in 2018. With licenses in property, casualty, accident, health, and life insurance, Shane is well-equipped to help clients protect themselves and their loved ones. The agency also offers survivorship universal life insurance for legacy planning, business transitions, and charitable giving.

Lisa Brown - State Farm Insurance Agent is a trusted insurance agency located at 1247 South La Brea Avenue in Los Angeles, California. Our office is conveniently situated north of San Vicente, next door to McDonalds, with free on-site parking available. Serving the Greater Los Angeles area since 2000, Lisa Brown is a dedicated member of the Beverly Hills Chamber of Commerce and volunteers for Food on Foot, a non-profit organization helping unhoused and low-income neighbors in Los Angeles. At our office, we are passionate about animals and can assist you with pet insurance for your furry companions. Lisa Brown and her experienced team are committed to providing stellar service and personalized insurance solutions, including auto, home, life, renters, and health insurance. Our mission is to protect our customers and help them manage their risk, realize their dreams, and create a legacy.

Resolve Law Firm, located at 10727 Paramount Boulevard in Downey, California, is a trusted institution specializing in bankruptcy law. With a mission to provide compassionate and personalized legal services, the experienced team at Resolve Law Firm is dedicated to helping clients achieve financial freedom and a fresh start. Led by attorney Le’Roy Roberson, who holds a law degree from Pepperdine University, the firm offers expert guidance on various legal matters related to bankruptcy. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, Resolve Law Firm will carefully explain all your options and help you navigate the complexities of the process. With a commitment to fair and transparent pricing, the firm ensures that clients know what to expect financially from the start. Additionally, Resolve Law Firm offers comprehensive legal advice beyond bankruptcy, including credit repair, debt management, and estate planning, to help clients rebuild their financial future.

Kimberly Salas - State Farm Insurance Agent is a trusted insurance agency located at 5211 East Washington Boulevard in Commerce, California. Conveniently situated at the corner of Washington Blvd & Atlantic Ave, in the Starbucks shopping center, our dedicated team is committed to providing personalized insurance solutions to the Commerce community and surrounding areas. As a State Farm agent since 2014, Kimberly Salas has a wealth of experience in helping customers manage their everyday risks. She takes pride in serving her hometown of Los Angeles and is passionate about building relationships with her clients to help protect their assets and financial future. At Kimberly Salas - State Farm Insurance Agent, we offer a range of insurance products including auto, home, life, and business insurance, as well as State-to-State transfers. Our team is actively involved in the local community and is a proud member of the Industrial Council Chamber of Commerce. Whether you need assistance with car insurance, life insurance, or preparing a living will, we are here to help you navigate the complexities of insurance and financial planning.

818GYN (Dr. Ian Taras, M.D.) is a renowned medical institution located at 6325 California 27, Los Angeles, California, United States. Specializing in women's health, Dr. Ian Taras follows the motto of treating every patient with the same care and compassion he would offer to his own family members. The practice was originally established by Dr. Edward Taras in 1968, with Dr. Ian Taras joining in 1996 to continue the legacy. Despite the passing of his father in 2014, Dr. Ian Taras upholds the family name and values in providing top-notch medical care to his patients. The institution has recently been featured in VoyageLA Magazine, with patients praising Dr. Ian Taras for his unwavering support, dedication, and expertise in addressing various medical and emotional concerns. Known for his caring and compassionate nature, Dr. Ian Taras is also recognized for his brilliance in providing life-saving solutions to his patients. With a commitment to staying updated on medical trends and innovations, Dr. Ian Taras ensures that his patients receive the best possible care.

Welcome to Silverline Construction Inc. Located at 1421 West 132nd Street, Gardena, California, Silverline Construction Inc. is your trusted partner for premier concrete contracting services. With over 60 years of experience, our family-owned business has built a reputation as a leader in the construction industry, specializing in high-quality structural concrete projects across California.

The Gerry Building is a prominent finance institution located at 910 South Los Angeles Street in the heart of Los Angeles, California. With a reputation for excellence and expertise in financial services, the Gerry Building offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, wealth management services, or assistance with loans and mortgages, the experienced professionals at the Gerry Building are dedicated to helping you achieve your financial goals. Visit us today to see how we can help you secure your financial future.

Equitable Advisors, LLC is a finance and insurance agency located at 5700 Wilshire Boulevard in Los Angeles, California. As a trusted institution, Equitable Advisors, LLC provides expert financial planning and insurance services to help clients achieve their financial goals and protect their assets. With a team of experienced advisors, they offer personalized solutions tailored to each individual's unique needs. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, Equitable Advisors, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Brasov Law, located at 14241 Firestone Boulevard in La Mirada, California, is a trusted law firm specializing in estate planning and trust administration. Lead by attorney Narcis Brasov, the firm offers services such as Living Trusts, Wills, and Powers of Attorneys tailored to meet the unique needs of families. Whether you are nearing retirement or buying a new home, Brasov Law can help you secure your assets and plan for the future. Narcis Brasov is dedicated to guiding you through every stage of life, ensuring that your loved ones are taken care of in the event of your passing.

Northwestern Mutual is a reputable finance and insurance agency located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. With a strong focus on providing financial security and protection for individuals and families, Northwestern Mutual offers a range of insurance and investment products to help clients achieve their financial goals. Their team of experienced professionals are dedicated to providing personalized solutions and guidance to help clients plan for a secure future. Trust Northwestern Mutual to provide reliable and comprehensive financial services to meet your needs.

Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.

Bridge Law LLP is a prestigious law firm located at 611 Wilshire Boulevard, Los Angeles, California, United States. Specializing in both domestic and international counsel to families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We also provide tax planning services to help you save on various taxes such as property taxes, federal and state income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can assist with business formations, mergers & acquisitions, and tax planning, while our international law attorneys are well-versed in integrating local and foreign regulations into each client's unique business objectives. With decades of experience representing countless clients throughout California, the United States, and abroad, our attorneys are former litigators and transactional attorneys with a proven track record of success.

Satori Wealth Management, Inc. is a prestigious finance institution located at 12100 Wilshire Boulevard in Los Angeles, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on providing exceptional service and tailored solutions, Satori Wealth Management, Inc. is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Crafted Wealth Management is a premier financial institution located in the bustling city of Los Angeles, California. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals and secure their financial future. We offer personalized wealth management services tailored to each individual's unique needs and circumstances. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Crafted Wealth Management is here to guide you every step of the way. Trust us to craft a personalized financial plan that will help you reach your financial aspirations.

LA Wealth Management is a leading finance institution located at 21255 Burbank Boulevard in the vibrant city of Los Angeles, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to offer expert guidance and tailored solutions. Trust LA Wealth Management to navigate the complexities of the financial world and secure your financial future.

Isaacs & Paller Wealth Management of Raymond James is a prestigious finance institution located at 6320 Canoga Avenue in Los Angeles, California, United States. Our team of experienced financial advisors specializes in providing personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, we are dedicated to providing expert advice and guidance every step of the way. Trust Isaacs & Paller Wealth Management of Raymond James to help you secure your financial future.

Core Family Office is a comprehensive financial services institution located at 6700 Fallbrook Avenue in Los Angeles, California. Specializing in finance, insurance, and real estate services, Core Family Office is dedicated to providing top-tier financial management and wealth preservation solutions for individuals and families. With a team of experienced professionals, Core Family Office offers personalized services tailored to meet the unique needs and goals of each client. Whether seeking investment advice, insurance coverage, or assistance with real estate transactions, clients can trust Core Family Office to deliver expert guidance and support.

Bel Air Investment Advisors, located at 1999 Avenue of the Stars in Los Angeles, California, is a finance institution dedicated to serving the unique needs of wealthy individuals, families, and foundations. With a client-centric approach, Bel Air promotes independent wealth management and transparent advice to ensure that client interests are always aligned. The firm boasts decades of experience in advising wealthy families and has a high advisor-to-client ratio to provide personalized service. Bel Air also emphasizes community responsibility and offers value-added services through trusted partners to meet clients' needs beyond their portfolios. To learn more about Bel Air Investment Advisors, contact them at 310.229.1500 or email info@belair-llc.com.

Northwestern Mutual Financial: Wegge Michael is a finance and insurance agency located at 515 Flower Street, Los Angeles, California, United States. Our financial advisors are dedicated to helping protect your family and keeping your goals on track with personalized insurance solutions. We offer a wide range of financial options, including investments and insurance, designed for your specific goals. Our advisors will create a personalized plan for you at no cost, balancing your current and future priorities. With top financial strength ratings and recognition for customer experience, we are committed to helping you reach your financial goals. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial: Wegge Michael.