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TOP 30 Legal strategy consulting in Foster City, CA
7 results found
Search for local businesses, places and services near you
Laughlin Legal, PC
Laughlin Legal, PC is a reputable law firm located in Foster City, California. Our experienced team of lawyers specializes in a wide range of legal services, including estate planning, business law, real estate law, and more. We are dedicated to providing personalized and professional legal representation to our clients. Whether you are facing a complex legal issue or simply need advice on a legal matter, Laughlin Legal, PC is here to help. Contact us at our office on 950 Tower Lane to schedule a consultation with one of our skilled attorneys.
Bank of America Private Client Advisor Jason M Foster
Bank of America Private Client Advisor Jason M Foster is a finance institution located at 90 South E Street in Santa Rosa, California, United States. Jason Foster, a Senior Vice President and Private Client Advisor, leads a team that serves both the North Bay and Sacramento markets. With a focus on high-net-worth clients, the team offers expertise in fiduciary investment management, custom credit solutions, trust and estate planning, and philanthropic consulting. Jason is dedicated to simplifying the complexities of wealth management for his clients, helping them to grow, preserve, and transfer their wealth effectively. In addition to his client responsibilities, Jason serves as the Bank's Market President for Napa, Marin, and Sonoma counties, working to align the Bank's various lines of business to deliver for clients, employees, and the community. The team at Bank of America Private Client Advisor Jason M Foster 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 strategies to meet their unique needs and goals. With over 200 years of experience, Bank of America Private Bank helps clients navigate the challenges of managing significant wealth, drawing on personalized approaches and resources to achieve financial objectives.
Poole Foster & Dul
Poole Foster & Dul is a reputable accounting and finance institution located at 12241 Newport Avenue in North Tustin, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Poole Foster & Dul is dedicated to helping you achieve your financial goals.
Dunlap Peter T
Dunlap Peter T is a health institution located at 1 Bodega Avenue, Petaluma, California, United States. The institution focuses on moving from an ideological to a psychological worldview, fostering fellowship and belonging to develop community leadership for renewing democracies and addressing issues such as climate change and social and economic injustice. Founder Peter T. Dunlap, a psychologist with a background in liberal California politics, works with individuals and groups to strengthen emotional intelligence for citizenship. Through psychotherapy and workshops, Peter helps people find meaning in their lives, navigate challenges, and become their best selves. His work combines politics, psychology, and strategies for social change to create new directions for civic action.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 3010 Old Ranch Parkway in Seal Beach, California, offers clients the investing insights of Merrill combined with the banking capabilities of Bank of America. The institution's advisors take the time to understand clients' priorities, retirement goals, education funding needs, business issues, cash management, and credit strategies. By utilizing Merrill's investing resources and Bank of America's banking services, the branch aims to create personalized strategies to address various financial challenges. The branch is committed to transparency and building trust with clients, fostering long-lasting relationships. Through volunteerism and charitable outreach, the institution supports local communities. Merrill advisors provide personalized wealth management advice, products, and services tailored to individual financial goals. The institution offers training, mentoring, and technology to support advisors in assisting clients in pursuing their financial objectives.
AOPTA The Property Tax Experts
AOPTA The Property Tax Experts is a finance institution located at 3128 O Street, Sacramento, California, United States. With recent shifts in the economy and real estate market, property owners have the opportunity to receive relief from taxes through property tax appeal. Our innovative and expert strategies aim to maximize property tax savings for all types of properties. We follow a 5-step process to help our clients save money on property taxes during a recession. Our fee is contingent upon the success of your property tax appeal - if there is no reduction, there is never a fee. With a success rate of over 95%, we focus on individual client cases with real property tax issues.
Scott Neinas Family Law
Welcome to Scott Neinas Family Law Located at 2777 Jefferson Street, Carlsbad, California, Scott Neinas Family Law is your trusted partner in navigating the complexities of family law with compassion and expertise. We understand the emotional and financial challenges that arise when personal relationships change, and we are here to support you every step of the way.
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