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TOP 30 Legal planning for businesses in Newport Beach, CA
54 results found
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Joseph Curren Attorney at Law
Joseph Curren Attorney at Law is a reputable legal firm located at 407 Poppy Avenue in Newport Beach, California. With years of experience in the field, Joseph Curren offers expert legal services in various areas of law including criminal defense, personal injury, and family law. Clients can expect personalized attention and dedicated representation to help them navigate through their legal matters. Whether you are facing a criminal charge, seeking compensation for an injury, or dealing with a family law issue, Joseph Curren Attorney at Law is committed to providing top-notch legal assistance to clients in Newport Beach and beyond.
Maleki Law, APC
Maleki Law, APC is a reputable law firm located at 23 Corporate Plaza Drive in Newport Beach, California. Specializing in a wide range of legal services, including business law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, Maleki Law, APC is the go-to firm for individuals and businesses seeking expert legal advice and representation in the Newport Beach area. Contact us today to schedule a consultation and learn how we can help you with your legal needs.
Hiller Counsel
Hiller Counsel is a reputable law firm located at 660 Newport Center Drive in Newport Beach, California. With a team of experienced attorneys, they provide top-notch legal services in various practice areas including business law, real estate law, estate planning, and litigation. Clients can expect personalized attention and expert guidance to help them navigate complex legal issues. Whether you are a business owner, a homeowner, or an individual in need of legal assistance, Hiller Counsel is committed to providing effective solutions tailored to your specific needs. Contact them today for a consultation.
Briggs & Alexander, A Professional Law Corporation
Briggs & Alexander, A Professional Law Corporation is a highly-respected legal institution located in Newport Beach, California. Our team of experienced lawyers specializes in a wide range of legal services, including business law, real estate law, and estate planning. With a commitment to providing personalized and efficient legal solutions, our firm is dedicated to helping clients navigate complex legal issues with ease. Conveniently situated at 4300 Campus Drive, our office is easily accessible for clients in the Newport Beach area. Trust Briggs & Alexander, A Professional Law Corporation for all of your legal needs.
Shalchi Burch LLP
Shalchi Burch LLP is a prestigious law firm located at 23 Corporate Plaza Drive in Newport Beach, California. With a team of experienced attorneys, they specialize in a wide range of legal services including corporate law, real estate law, and estate planning. Known for their dedication to providing top-notch legal representation and personalized service, Shalchi Burch LLP is committed to helping clients navigate complex legal issues with confidence and ease. Whether you are a business owner, homeowner, or individual seeking legal assistance, you can trust Shalchi Burch LLP to provide expert guidance and support every step of the way.
Daily Aljian LLP
Daily Aljian LLP is a prestigious law firm located in Newport Beach, California. With a prime location at 100 Bayview Circle, this institution specializes in providing top-notch legal services to clients in need of expert representation. The team of skilled lawyers at Daily Aljian LLP is dedicated to delivering professional and personalized assistance to individuals and businesses facing legal challenges. Whether you require assistance with a personal injury case, business litigation, or estate planning, Daily Aljian LLP is committed to advocating for your best interests. Trust Daily Aljian LLP to provide you with the legal guidance and support you need to navigate the complexities of the legal system.
AVION LAW
Avion Law is a prestigious law firm located at 4695 Macarthur Court in Newport Beach, California. Our team of experienced attorneys specializes in a wide range of legal services, including corporate law, real estate law, and estate planning. We are dedicated to providing our clients with personalized and effective legal representation to help them achieve their goals. With a strong reputation for excellence and a commitment to client satisfaction, Avion Law is the go-to choice for individuals and businesses seeking top-notch legal services in the Newport Beach area.
Haddan & Zepfel LLP
Haddan & Zepfel LLP is a prestigious law firm located at 610 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and dedication to their clients, the firm specializes in a wide range of legal services including business law, real estate law, and estate planning. Their team of experienced attorneys are committed to providing personalized and effective legal solutions to meet the unique needs of each client. Whether you are a business owner, real estate investor, or individual seeking estate planning advice, Haddan & Zepfel LLP is here to help you navigate the complexities of the legal system with confidence and peace of mind.
The Guerin Law Firm
The Guerin Law Firm, located at 1500 Quail Street in Newport Beach, California, offers litigation and transactional services for individuals and businesses. With a focus on business, probate, commercial, and real estate litigation, as well as business and real estate transactions, our dedicated attorneys strive to exceed client expectations and protect their interests. Whether handling collection matters, construction cases, serious injury cases, or financial services matters, our team works diligently to provide quality legal services. From documenting real estate transactions to preparing corporate formation and estate planning documentation, The Guerin Law Firm is committed to achieving the best results for our clients. Contact us at (949) 520-1803 for more information. Please note that using this website does not establish an attorney/client relationship.
Law Offices of Michael. T. Doudna, Inc.
The Law Offices of Michael T. Doudna, Inc. is a reputable law firm located at 2677 North Main Street in Santa Ana, California. Specializing in Criminal Defense and DUI Cases, our legal expertise extends to handling Civil Cases with a focus on Business and Transactional Law. Our practice also focuses on Family Law, Estate Planning, and Conservatorship, with a special emphasis on supporting families with special needs. At our firm, we are dedicated to advocating for your legal interests and ensuring that you understand the actions we can take on your behalf. With over 35 years of collaborative experience, we have a proven track record of success in guiding clients towards their desired outcomes. We offer complimentary phone consultations and serve clients in various cities including Santa Ana, Fullerton, Anaheim, and Newport Beach.
Bank of America Private Client Advisor Samuel (Sam) Miller
Bank of America Private Client Advisor Samuel (Sam) Miller, located at 500 Newport Center Drive in Newport Beach, California, is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. Sam works closely with high-net-worth individuals, business executives, entrepreneurs, and family offices to offer strategic solutions utilizing Bank of America's extensive resources. With experience in wealth structuring, credit and banking, investment management, business and succession planning, and trust and estate planning, Sam is known for his ability to explain complex strategies in an easy-to-understand way. Sam earned his Bachelor's degree in Spanish and his M.B.A. from California State University-Bakersfield, and is a perpetual learner who volunteers with youth sports programs in his community. Bank of America Private Bank has been helping clients manage significant wealth for over 200 years, offering personalized approaches and the resources of Bank of America to help individuals, families, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank is committed to making your goals a priority.
Osaic Wealth
Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
Midwin, Vogel & Nathanson, LLP
Midwin, Vogel & Nathanson, LLP is a leading accounting and finance institution located at 2801 West Coast Highway in Newport Beach, California, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, and audit services. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are a small business owner or an individual looking for financial guidance, Midwin, Vogel & Nathanson, LLP is dedicated to helping you achieve your financial goals.
Bank of America Private Client Advisor Michael A Poole
Bank of America Private Client Advisor Michael A Poole is located at 500 Newport Center Drive in Newport Beach, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs, goals, and best interests of individuals, families, businesses, and institutions. With over 200 years of experience, we help clients manage significant wealth, preserve legacies, plan for growth, and navigate the complexities of the financial landscape. Join us for the latest insights on Mondays and Fridays at 2:00 PM EST. Please note that by visiting our website, you may be directed to FINRA’S BrokerCheck. We strive to provide valuable information about products and services through relationship-based ads and online behavioral advertising. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Bank of America Private Bank is committed to serving our clients' best interests and providing innovative solutions in a constantly evolving world.
Merrill Lynch Private Wealth Advisor Kris Reddaway
Merrill Lynch Private Wealth Advisor Kris Reddaway, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. Their wealth planning philosophy focuses on tax minimization strategies, preserving clients' earnings, creating a financial roadmap to achieve important milestones, and preparing heirs for generational wealth responsibilities. As part of Merrill Private Wealth Management, clients have access to services typically reserved for large institutions. The team of private wealth advisors is trained to meet specialized needs with personalized service based on trust. Strategies are designed to help clients achieve their goals through a goals-based wealth management approach.
Bank of America Private Client Advisor Shane Boex
Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Bank of America Private Client Advisor Jing Jin
Bank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
Bank of America Private Client Advisor Zahira (Zyda) Martinez
Bank of America Private Client Advisor Zahira (Zyda) Martinez is a Senior Vice President and Private Client Manager located at 500 Newport Center Drive in Newport Beach, California. With over two decades of financial experience, Zyda works with high-net-worth clients such as business owners, entrepreneurs, professionals, and retirees to provide customized financial strategies including investment management, trust and estate planning, credit and lending, and private philanthropy. Zyda values building deep relationships with her clients and strives to identify opportunities to make their financial lives less challenging. She believes in the team approach at Bank of America Private Bank and uses her extensive knowledge to help clients achieve their financial goals. In her free time, Zyda is actively involved in philanthropy and enjoys traveling, yoga, cooking, and spending time with her family. Tune in for insights on Mondays and Fridays at 2:00 PM EST. Bank of America Private Bank has a rich history of helping clients manage their wealth and achieve their financial objectives. They prioritize their clients' goals and provide disciplined financial strategies to navigate the complexities of the financial landscape. While investing involves risk, the team at Bank of America Private Bank is dedicated to providing innovative solutions to meet the evolving needs of their clients. Please note that by leaving the Bank of America Private Bank website, you may be directed to FINRA’S BrokerCheck. Consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services offered.
Merrill Lynch Private Wealth Advisor Matt Brunwin
Merrill Lynch Private Wealth Advisor Matt Brunwin, located at 520 Newport Center Drive, Newport Beach, California, United States, offers industry-leading research and expert analysis to help clients stay ahead in their financial planning. With a focus on delivering straightforward advice and meaningful outcomes, the institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs. The team of private wealth advisors at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a goals-based wealth management approach that puts clients at the center of every personalized strategy. The institution is committed to providing highly personalized one-on-one service, working with individuals, families, business owners, and executives to help achieve their financial goals. The philosophy at Merrill Private Wealth Management centers on delivering meaningful outcomes to clients by understanding their desired lifestyle goals and developing strategic plans to achieve them.
Bank of America Private Client Advisor Nazanin Saidi
Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
Merrill Lynch Private Wealth Advisor Jeremy Kovacs
Merrill Lynch Private Wealth Advisor Jeremy Kovacs is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They offer industry-leading research and expert analysis to help clients stay ahead financially. Their team of private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs, creating a flexible roadmap that includes tax minimization strategies. They aim to help clients achieve their lifestyle goals through personalized strategies and a goals-based wealth management approach. Clients have access to services and resources typically reserved for large institutions, with a focus on delivering meaningful outcomes.
Cole Bryant - Thrivent
Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.
Reitz & Morton
Reitz & Morton is a reputable accounting and finance institution located at 620 Newport Center Drive in Newport Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Reitz & Morton to provide expert advice and assistance in managing their finances effectively.
Baum Construction & Development
Welcome to Baum Construction & Development, your trusted partner for home remodeling and construction in Long Beach, California. Located at 2900 Fidler Avenue, Long Beach, CA 90815, we are a premier general contractor and home goods store committed to transforming your living space into the home of your dreams. Led by Michael A. Baum, an award-winning remodeler and author of the best-selling book "Sawdust to Satisfaction," our team is dedicated to delivering exceptional quality and service. With years of experience and a 5-star rating from satisfied homeowners, we pride ourselves on our craftsmanship, reliability, and transparent pricing.
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