TOP 30 Best Legacy planning solutions in Los Angeles, California

Tamar Securities LLC is a finance institution located at 22466 Ventura Boulevard in Los Angeles, California. We specialize in providing a wide range of financial services, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and a focus on personalized service, Tamar Securities LLC is the trusted partner for all your financial needs.

Welcome to Foundation To Roof (FTR), your premier general contractor located at 10800 South La Cienega Boulevard, Los Angeles, California. With over four decades of experience and a legacy that spans more than 1,000 completed projects, we specialize in transforming spaces and maximizing property potential through expert remodeling and ground-up construction. At FTR, we are proud to be Southern California's leading specialists in Accessory Dwelling Units (ADUs) and garage conversions. Whether you're looking to add an extra bedroom or create a rentable living space, our dedicated team is here to partner with you every step of the way. From obtaining permits and securing financing to custom design and construction, we tailor every project to meet your specific needs and vision.

Welcome to Dreamcatcher Remodeling, your premier general contractor located at 609 Deep Valley Drive, Rolling Hills Estates, California. With a proud legacy of over 25 years and four generations of family ownership, we are dedicated to transforming homes throughout Orange County and the Greater Los Angeles area into beautiful, functional living spaces. From design to construction, we collaborate with homeowners to create stunning remodels that reflect their vision and lifestyle. Our comprehensive range of services includes backyard upgrades, deck installations, room additions, ADU homes, whole home remodels, pool installations, concrete driveways, kitchen remodels, and bathroom remodels. Whether you're dreaming of a serene backyard oasis or a state-of-the-art kitchen, our expert team is here to bring your ideas to life.

Welcome to Premium Choice Finish Carpentry Located in South Gate, California, Premium Choice Finish Carpentry is your trusted general contractor for exceptional carpentry services. Since 2018, under the expert leadership of Jose, our business has been dedicated to transforming spaces across Los Angeles and Orange County with bespoke craftsmanship.

Welcome to Goldenstar Development, Inc., your trusted partner for exceptional home remodeling and roofing solutions in Whittier, California. Located at 8721 Nogal Avenue, we have proudly served Los Angeles County and the San Gabriel Valley since 2006. As a locally owned and operated business, we are dedicated to transforming homes with honesty, integrity, and unparalleled craftsmanship. At Goldenstar Development, we specialize in a comprehensive range of services, including kitchen and bathroom remodeling, roofing, and home goods retail. Our expert team is committed to making your dream home a reality, offering personalized solutions that meet your unique needs and reflect your personal style. Whether you desire a partial kitchen upgrade or a complete renovation, our skilled professionals ensure your space is both beautiful and functional. We provide custom cabinetry, modern appliances, and innovative storage solutions to enhance your kitchen's aesthetic and practicality.

Welcome to Peninsula Cremation and Burial, a compassionate and dedicated funeral home located in the heart of Los Angeles at 555 West 9th Street, California 90731. We are honored to serve families in their times of need, offering a range of respectful and dignified services to honor the lives of their loved ones. At Peninsula Cremation and Burial, we understand the profound importance of saying goodbye and celebrating the unique journey of each individual. Our experienced and caring staff is committed to providing personalized and meaningful funeral, cremation, and burial services that reflect the wishes and preferences of the families we serve.

Welcome to Northgate Financial, your trusted partner in navigating the complex world of finance. Conveniently located in Los Angeles, California, we are committed to providing personalized financial solutions to meet your unique needs. Our team of experienced professionals is dedicated to helping you achieve your financial goals, whether you're planning for retirement, managing investments, or seeking advice on wealth management. At Northgate Financial, we understand that every client's financial journey is unique. That's why we offer a comprehensive range of services tailored to your specific circumstances. From financial planning and investment strategies to tax optimization and estate planning, our experts are here to guide you every step of the way.

Welcome to Farmers Insurance - Joel Gonzalez, your trusted local insurance agency located at 9900 Lakewood Boulevard, Downey, California. As your bilingual Farmers® agent, Joel Gonzalez is dedicated to helping you understand and select the insurance coverage that best fits your unique needs. Whether you're looking for auto, home, renters, business, or life insurance, Joel has the knowledge and experience to guide you through the process with ease and clarity. At Farmers Insurance - Joel Gonzalez, we believe in making insurance simple and personalized. Our goal is to empower you with the information you need to make smart insurance decisions, whether you're seeking comprehensive auto coverage, protecting your home, or ensuring your business's future. We offer competitive rates and various discounts, including multi-line insurance savings, to help you get the most value from your policies.

Welcome to Farmers Insurance - Rogelio Corral, your trusted insurance agency located at 8640 Florence Avenue, Downey, California 90240. As a proud member of the Farmers Insurance Group of Companies®, we are dedicated to providing you with comprehensive insurance solutions tailored to meet your needs. With over 85 years of experience, Farmers® offers a wide range of products including home, auto, business, life, and financial services. At Farmers Insurance - Rogelio Corral, we believe in empowering our agency owners with the freedom to manage their business their way. Whether you choose to build or buy an agency through our Retail, Acquisition, or Protégé program, you'll have access to experienced professionals and our award-winning University of Farmers® training program. This support, combined with the strength of a reputable brand, ensures you have the tools necessary to succeed.

The Law Office of Mitchell A. Port, located at 9054 Cresta Drive in Los Angeles, California, offers professional and results-driven probate administration services in California. With over four decades of experience, attorney Mitch Port specializes in probate, trust, and estate planning, providing personalized and client-focused service to individuals, families, and businesses throughout the state. Whether you need assistance with estate planning, trust administration, probate litigation, or other legal matters, Mitch Port and his team can help you find practical and effective solutions. Known for his compassion, knowledge, and professionalism, Mitch Port is dedicated to ensuring that your specific needs are met and that the work is done correctly and thoroughly. Contact the Law Office of Mitchell A. Port for a free phone consultation and let us guide you through the probate process with confidence and peace of mind.

Welcome to Farmers Insurance - Steven Guinn, your trusted local insurance agency located at 2851 North Ventura Road, Oxnard, California 93036. As part of the renowned Farmers Insurance Group of Companies®, we offer a comprehensive range of over 50 insurance products tailored to meet your unique needs, including home, auto, business, life, and financial services. With over 85 years of industry experience, our agency is dedicated to providing exceptional service and personalized insurance solutions to our community. At Farmers Insurance - Steven Guinn, we believe in building a legacy and fostering generational wealth. Our agency owners are empowered to grow their businesses with unlimited income potential, while also contributing positively to the local community. We proudly support schools, youth programs, sports teams, and various charity organizations, establishing ourselves as valued community leaders.

HCR Wealth Advisors, located at 10866 Wilshire Boulevard in Los Angeles, California, is a renowned finance institution that is dedicated to providing exceptional financial planning and investment advisory services. With a team of experienced financial advisors specializing in retirement planning, tax optimization, and estate planning, HCR Wealth Advisors offers personalized strategies tailored to each client's unique needs and goals. What sets HCR Wealth Advisors apart is their commitment to fostering exceptional client experiences. They go beyond traditional approaches by adopting a comprehensive wealth management philosophy that considers every facet of a client's financial journey. Their dedicated financial planners work closely with clients to transform their aspirations into financial plans that can help pave the way for the future they envision.

Lido Advisors is a reputable finance institution located at 1875 Century Park East in Los Angeles, California, United States. With a team of experienced financial advisors, Lido Advisors offers a wide range of services to help clients manage and grow their wealth. Whether you are looking for investment advice, retirement planning, or estate planning, Lido Advisors has the expertise to guide you towards your financial goals. Trust Lido Advisors to provide personalized and strategic financial solutions tailored to your individual needs.

Wells Fargo Advisors is a leading financial institution located at 5820 Canoga Avenue in Los Angeles, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services including investment planning, wealth management, and retirement planning. With a team of experienced financial advisors, they provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Wells Fargo Advisors is dedicated to helping you make informed decisions and secure your financial future.

Private Wealth Management at U.S. Bank, located at 1800 Avenue of the Stars in Los Angeles, California, offers personalized financial services for high-net-worth individuals. Our team of experienced advisors provides tailored investment strategies, estate planning, risk management, and more to help our clients achieve their financial goals. With a focus on building and preserving wealth, we strive to deliver exceptional service and expertise to our clients. Trust us to manage your wealth and secure your financial future.

Hesen & Haslam is a reputable finance institution located at 21031 Ventura Boulevard in Los Angeles, California, United States. With a strong focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Hesen & Haslam is committed to delivering exceptional results. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Alliance Investment Group is a leading finance institution located at 811 Wilshire Boulevard in the bustling city of Los Angeles, California, United States. With a team of experienced professionals, Alliance Investment Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Alliance Investment Group is committed to providing personalized solutions tailored to your unique needs. Trust in Alliance Investment Group to guide you towards financial success.

New York Life - Dana Baker Licensed Agent is an insurance agency located at 21255 Burbank Boulevard in Los Angeles, California. As a licensed agent with New York Life, Dana Baker provides personalized insurance solutions to individuals and families in the area. With a commitment to excellent customer service and a wide range of insurance products, Dana Baker helps clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, retirement planning, or long-term care coverage, New York Life - Dana Baker Licensed Agent is here to help you navigate the complexities of the insurance industry and find the perfect policy for your needs.

MetLife - Gregory Trost, Financial Planner is a reputable finance and insurance agency located at 11766 Wilshire Boulevard in Los Angeles, California. With a focus on helping individuals and families achieve their financial goals, Gregory Trost offers expert advice and personalized solutions to meet each client's unique needs. Whether you are looking to plan for retirement, protect your assets, or secure your family's future, MetLife - Gregory Trost is dedicated to providing top-notch financial planning services. Contact them today to schedule a consultation and start building a solid financial foundation for tomorrow.

The Family Business Center, located at 2080 Century Park East in Los Angeles, California, is a premier institution dedicated to promoting the health and well-being of families through a variety of programs and services. Our center offers a range of resources and support to help families navigate the complexities of managing a business while maintaining a healthy work-life balance. Whether you are a small family-owned business or a large corporation, our team of experts is here to provide personalized assistance and guidance to help you thrive. Visit us today to learn more about how the Family Business Center can support your family and your business.

Vistas Law Group, LLP is a trusted institution located at 1150 South Olive Street, Los Angeles, California. Specializing in estate planning, probate, and trust litigation, Mario Vega and Louie Ruiz bring over 25 years of combined expertise to provide skilled guidance in these areas. The institution offers personalized, bilingual services in English and Spanish, prioritizing effective and compassionate solutions for their clients. Unlike a "cookie-cutter" approach, Vistas Law Group values personalized counsel and understands that an estate plan is more than just documents—it's about understanding the unique needs and concerns of each individual. With a vast background in trust and estate litigation, the institution anticipates potential issues to ensure clients receive a plan that stands the test of time.

Private Family Wealth Partners - UBS Financial Services Inc. is a prestigious finance institution located at 2000 Avenue of the Stars in Los Angeles, California, United States. Specializing in managing the wealth of high-net-worth families, the institution offers personalized financial services and investment strategies tailored to meet the unique needs and goals of each client. With a team of experienced financial advisors and access to the resources of UBS, Private Family Wealth Partners provides comprehensive wealth management solutions to help families preserve and grow their assets for future generations.

Renee Fourcade - UBS Financial Services Inc. is a prominent finance institution located at 1999 Avenue of the Stars in Los Angeles, California, United States. With a strong reputation for providing top-tier financial services, Renee Fourcade - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions for individuals and businesses. The institution is known for its expert financial advisors, personalized approach, and commitment to helping clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or wealth preservation strategies, Renee Fourcade - UBS Financial Services Inc. is dedicated to providing tailored solutions to meet your unique financial needs.

Octavia Wealth Advisors is a premier financial institution located at 12400 Wilshire Boulevard in Los Angeles, California. Our team of experienced professionals provides 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, Octavia Wealth Advisors offers customized solutions to meet your needs. With a focus on transparency, integrity, and expertise, we are committed to helping our clients build and preserve their wealth. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Michael G Starratt, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to understanding and addressing the investing and wealth management needs of both institutions and individuals. With a team of experienced professionals, Starratt Group works closely with clients to create customized strategies that align with their specific goals and objectives. As a Bank of America Global Institutional Consultant, the institution offers in-depth knowledge and personalized service to help clients navigate today's financial landscape. Whether it's developing investment strategies, providing fiduciary services, or offering employee education, Merrill Lynch Financial Advisor Michael G Starratt is committed to building strong client relationships based on trust and personalized service.

TriPoint Wealth Management - UBS Financial Services Inc. is a leading financial institution located at 1999 Avenue of the Stars in Los Angeles, California. As a part of UBS Financial Services Inc., TriPoint Wealth Management offers a comprehensive range of financial services to help clients achieve their financial goals. With a team of experienced financial advisors and wealth management experts, TriPoint Wealth Management provides personalized investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or secure your financial future, TriPoint Wealth Management is dedicated to providing top-quality financial solutions tailored to your individual needs.

Wealth Enhancement Group is a leading financial institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. Specializing in wealth management and financial planning services, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on personalized service and tailored solutions, Wealth Enhancement Group offers a comprehensive range of services including investment management, retirement planning, estate planning, tax strategies, and more. Contact us today to learn how we can help you enhance and protect your wealth.

Silver Oak Wealth Advisors is a leading finance institution located at 10940 Wilshire Boulevard in Los Angeles, California. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking to protect your assets, our expert team is here to provide you with comprehensive financial guidance and support. Trust Silver Oak Wealth Advisors to help you navigate the complexities of the financial world and secure a prosperous future for you and your loved ones.

The Stanton-Lindus Group at Morgan Stanley is a leading financial institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. With a focus on providing top-notch financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced professionals are here to guide you every step of the way. Trust in The Stanton-Lindus Group at Morgan Stanley for all your financial needs.

Bank of America Private Client Advisor Dega A Nalayeh, located at 2049 Century Park East in Los Angeles, California, is a finance institution dedicated to providing personalized wealth management services. Their team of experienced professionals is committed to building strong client relationships based on trust and personal experience. They take the time to listen and learn about each client and their family before creating customized strategies to meet their financial goals and best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized approaches and resources to achieve financial objectives. Whether it's preserving wealth, building philanthropic legacies, or planning for future growth, their priority is making their client's goals a reality. The institution values innovation and constantly adapts to evolving markets and financial landscapes to provide disciplined financial strategies. It's important to note that they do not provide legal, tax, or accounting advice and clients should consult their advisors before making financial decisions. Additionally, they offer online behavioral advertising to provide information about products and services that may be of interest to clients.