TOP 30 Best Legacy protection in Newport Beach, California

JLC Legacy Law, Inc. is a prestigious law firm located at 5120 Campus Drive in Newport Beach, California. Specializing in estate planning, probate, and trust administration, our team of experienced attorneys is dedicated to providing personalized and comprehensive legal services to help clients protect and preserve their legacy for future generations. With a commitment to excellence and a focus on client satisfaction, JLC Legacy Law, Inc. is the trusted choice for those seeking expert guidance in navigating complex legal matters. Contact us today to schedule a consultation and start planning for your future.

Signature Legacy Wealth Advisors - UBS Financial Services Inc. is a prestigious financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in wealth management and financial planning, our team of experienced advisors are dedicated to helping clients achieve their financial goals and build a lasting legacy. With a focus on personalized service and innovative solutions, we strive to provide our clients with the highest level of expertise and guidance in managing their finances. Trust Signature Legacy Wealth Advisors - UBS Financial Services Inc. to help you secure your financial future.

The Newport Group - Morgan Stanley is a renowned financial institution located at 800 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence in finance, they offer a wide range of services to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, the expert team at The Newport Group - Morgan Stanley is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Trustworthy, reliable, and committed to client success, The Newport Group - Morgan Stanley is a leader in the finance industry.

Newport Advisory LLC is a reputable finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. With a focus on providing expert financial advice and guidance, Newport Advisory LLC offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment assistance, retirement planning, or wealth management, the experienced team at Newport Advisory LLC is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust Newport Advisory LLC to provide personalized solutions tailored to your specific needs and objectives.

Steve Ferraro Jr - State Farm Insurance Agent is a family-owned insurance agency located at 471 Old Newport Boulevard in Newport Beach, California. Steve Ferraro Jr is the 20th member of his family to open a State Farm office, carrying on the legacy of his grandfather who started the first agency in New York in 1956. Born and raised in Mission Viejo, Steve is proud to operate his business near his hometown. The agency offers a wide range of insurance products, including home, auto, renters, life, commercial, and more, to ensure that individuals, families, and businesses are protected. Serving customers in California, Arizona, Nevada, and Oregon, the dedicated team at Steve Ferraro Jr - State Farm Insurance Agent is committed to assisting with all insurance inquiries and requirements.

Blacksburg Law, located at 315 Noe Street, San Francisco, California, is a trusted institution specializing in estate planning and probate services. Their team of experienced lawyers works closely with clients to develop comprehensive plans for managing assets, responsibilities, and legacies. With a focus on efficiency, love, and grace, Blacksburg Law goes beyond basic document preparation to provide advice and support throughout the entire estate planning process. Whether you are creating a trust for the first time or making revisions to existing documents, their team is dedicated to helping you achieve your goals.

The Morgan Law Group, located at 1500 Quail Street in Newport Beach, California, is a phenomenal estate planning law firm dedicated to providing support and guidance to clients. The team at Morgan Law Group is known for their clear and concise communication, thoughtful approach, and thorough legal planning services. They offer a range of services including estate planning, trust administration, probate assistance, special needs trust planning, and more. The team at Morgan Law Group is committed to helping clients protect their loved ones and assets through personalized, fixed-fee estate plans that are designed to keep up with life's changes.

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.

iking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our 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, and more.

Windfall Financial Advisors, (CEPA®) is a nationally recognized Fee-Only Fiduciary Registered Investment Advisor located in Newport Beach, California. As seen on CNN, CNBC, FORBES, and BLOOMBERG, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. With over two decades of experience, our team is dedicated to helping clients navigate sudden wealth and make informed financial decisions. Our "Quick Tips" ebook provides detailed instructions on managing a financial windfall, whether it be from an inheritance, settlement award, lottery win, company or property sale, divorce, or success in sports and entertainment. As Fee-Only advisors, we prioritize our clients' best interests and operate as fiduciaries, ensuring transparency and trust in our financial advice.

The Bahnsen Group - CA is a leading finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experts offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, The Bahnsen Group - CA is dedicated to providing top-tier financial advice and guidance. Visit us today to learn more about how we can help you secure your financial future.

Law Stein Anderson, LLP is a renowned institution located at 2601 Main Street in Irvine, California. Specializing in accounting, finance, and legal services, our team of experienced attorneys, including partner Shauna R. Anderson, have over 90 years of collective experience in estate planning, trust, and probate law. Our dedicated team at Law Stein Anderson, LLP is committed to listening to our clients' needs and providing innovative and strategic plans to help them achieve their goals. Whether it's protecting assets in an estate plan or fighting for rightful inheritance, we are here to help preserve your legacy beyond your lifetime.

Fourth Point Wealth is a leading finance institution located at 4590 Macarthur Boulevard in Newport Beach, California. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency, integrity, and long-term success, Fourth Point Wealth is committed to providing top-notch financial guidance and support to individuals and families. Contact us today to learn more about how we can help you secure your financial future.

Tax & Financial Group is a finance and insurance agency located at 4001 Macarthur Boulevard in Newport Beach, California. Our firm is dedicated to helping clients achieve long-term financial security by providing personalized services and expertise. Our team of specialists work together to address specific financial needs and goals, offering advice tailored to each individual situation. From financial planning to investment management and business planning, we are committed to helping clients make informed decisions to reach their financial goals. We believe in helping clients use their resources to enhance their lives, businesses, and communities. If you are looking for a firm to help build and protect your legacy, Tax & Financial Group is here to assist you.

Spinnaker Investment Group, LLC is a finance institution located at 4100 Macarthur Boulevard in Newport Beach, California, United States. With a focus on investment management and financial planning, Spinnaker Investment Group offers a range of services to help clients achieve their financial goals. Their team of experienced professionals provides personalized guidance and expertise to assist clients in navigating the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Spinnaker Investment Group can help you make informed decisions and secure your financial future.

SageView Advisory Group is a leading finance institution located at 4000 Macarthur Boulevard in Newport Beach, California, United States. With a focus on providing expert financial advice and guidance, SageView offers a range of services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, SageView's team of experienced advisors are here to help. Trust SageView Advisory Group to provide personalized solutions tailored to your unique financial needs.

Succession Capital Alliance is an insurance agency located at 4695 Macarthur Court, Newport Beach, California, United States. They specialize in protecting the wealth and legacy of high-net-worth clients in partnership with advisory teams. As the creators of premium financing for life insurance, their experienced team constructs flexible solutions and designs tailored legacy plans for clients nationwide. With their proprietary Capital Maximization Strategy℠, they offer efficient options for permanent life premium payments without liquidating assets. Trusted by advisory teams and high-net-worth clients from coast to coast, Succession Capital Alliance provides education and support for advisors in the premium financing process. Their commitment to servicing cases and maintaining high standards sets them apart in the industry.

Strive Finance is a leading financial institution located at 4533 Macarthur Boulevard in Newport Beach, California. We specialize in providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Our team of experienced professionals are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Whether you are looking to invest, save for the future, or manage your debt, we are here to help you strive towards financial success. Visit us today to learn more about how we can assist you in reaching your financial goals.

The Law Offices of Annette L Goudy, located at 120 Tustin Avenue in Newport Beach, California, is dedicated to assisting clients in arranging their affairs and protecting their families. With years of experience, Annette L Goudy specializes in ensuring that as much as possible is passed on to loved ones. She offers expert advice on choosing the right Prepaid Funeral Plan for unique circumstances, without any charge or obligation. In addition, Annette prepares Wills, Trusts, and Powers of Attorney documents to provide clients with a complete later life package. Trust the Law Offices of Annette L Goudy for all your legal needs.

Lifetime Paradigm, Inc. is a multi-faceted institution located in Newport Beach, California. We provide a wide range of services including finance, health, insurance, and real estate. Our team of experienced professionals is dedicated to helping our clients achieve their financial and personal goals. Whether you are looking for investment advice, health insurance options, property management services, or real estate transactions, we have the expertise to guide you every step of the way. Visit us at 260 Newport Center Drive to learn more about how Lifetime Paradigm, Inc. can help you secure a brighter future.

Northwestern Mutual Life Insurance Company: Brian Forth, CLU is a reputable finance institution located at 1500 Quail Street in Newport Beach, California, United States. Specializing in life insurance services, Brian Forth, a Chartered Life Underwriter (CLU), offers expert advice and personalized solutions to help clients protect their financial future. With a strong commitment to professionalism and customer service, this institution is a trusted partner for individuals and families looking to secure their assets and plan for the unexpected.

Atabek & Co. is a prestigious financial institution located at 250 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and expertise in the financial industry, Atabek & Co. offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Atabek & Co. is committed to delivering exceptional service and results. Visit us today to learn more about how we can help you secure your financial future.

Holstrom, Block & Parke, APLC is a professional law corporation located at 135 South State College Boulevard in Brea, California, United States. Specializing in family law, estate planning, appeals, and probate law, our lawyers are dedicated to securing the best possible outcome for our clients. With Certified Family Law Specialists and experienced associates, we offer comprehensive legal services from offices in Corona, Riverside, Temecula Valley, San Diego, Vista, and Newport Beach. Our firm understands the challenges of divorce and family law matters, and we are committed to guiding our clients through these complex situations with compassion and expertise. Whether it's resolving disputes through mediation or representing clients in court, we prioritize protecting our clients' interests and securing their future.

Casey Estate & Business Planning is a premier institution located at 610 Newport Center Drive in Newport Beach, California. Our team of experienced professionals is dedicated to helping individuals and businesses create comprehensive estate plans and strategies to protect their assets and secure their financial future. We offer a wide range of services including estate planning, asset protection, business succession planning, and more. With our personalized approach and attention to detail, we strive to provide our clients with peace of mind and confidence in their financial decisions. Contact us today to schedule a consultation and start planning for tomorrow.

NewCoast Wealth Advisors - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California. As a part of the UBS Financial Services Inc. network, we offer comprehensive wealth management solutions to our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with the support and resources you need to succeed. Visit us today to learn more about how we can help you secure your financial future.

Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that 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.

Theresa Kost - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. Specializing in wealth management, Theresa Kost offers personalized financial advice and investment strategies to help clients achieve their financial goals. With a strong focus on building long-term relationships and providing exceptional service, Theresa Kost is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.

Lifetime Paradigm, LLC is a leading finance institution located in the heart of Newport Beach, California. Our team of experienced professionals is dedicated to providing exceptional financial services and guidance to our clients. Whether you are looking to invest, plan for retirement, or secure your financial future, we are here to help you achieve your goals. With a commitment to excellence and personalized service, Lifetime Paradigm, LLC is the trusted partner you need for all your financial needs. Visit us at 620 Newport Center Drive to learn more about how we can help you create a lifetime of financial success.

Vartanyan Wealth Management is a reputable finance and insurance agency located at 2043 Westcliff Drive in Newport Beach, California. Our experienced team of financial experts is dedicated to helping clients achieve their financial goals and secure their future. With a focus on personalized wealth management strategies, we offer a range of services including investment planning, retirement planning, estate planning, and insurance solutions. Trust Vartanyan Wealth Management to provide you with expert financial guidance and peace of mind.

Etonien LLC is a prestigious finance institution located at 500 Newport Center Drive in Newport Beach, California, United States. With a reputation for excellence and expertise in financial services, Etonien LLC offers a range of investment and advisory services to clients. Our team of experienced professionals is dedicated to providing personalized solutions and strategies to help clients achieve their financial goals. Trust Etonien LLC to provide top-tier financial guidance and support for all your investment needs.