Personalized estate planning services in National City, California
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City National Bank
● ClosedCity National Bank, located at 245 Lytton Avenue in Palo Alto, California, is a trusted institution offering personalized banking and financial services. Our experienced Relationship Managers are dedicated to helping small, medium, and enterprise-level businesses achieve their financial objectives. As a subsidiary of the Royal Bank of Canada, we combine the resources of a global bank with the personalized service of a community bank. Whether you need assistance with business banking, wealth management, estate planning, or software solutions, our team is here to support you every step of the way. Visit us today to experience concierge-style service and discover why City National Bank is the preferred choice for clients who value a personalized approach to banking.
245 Lytton Ave, Palo Alto, CA 94301, United States -
City National Bank
● ClosedCity National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
1 N Almaden Blvd #100, San Jose, CA 95113, United States -
Cosmic Nation Notary: Mobile Notary Services
● OpenCosmic Nation Notary: Mobile Notary Services, located at 5555 Balboa Avenue, San Diego, California, offers personalized and unique wedding ceremonies that celebrate the love and commitment of each couple. With a focus on creating special and touching ceremonies that reflect the couple's story, Cosmic Nation Notary ensures that every moment is memorable and meaningful. With a simple pricing structure and the option for electronic and remote services, Cosmic Nation Notary provides efficient and reliable notary services for all your needs. Whether you are looking for a customized wedding ceremony, loan signings, real estate documents, or estate planning services, Cosmic Nation Notary is dedicated to providing excellent service and building strong relationships with their clients.
5555 Balboa Ave, San Diego, CA 92111, United States -
City National Bank
● ClosedCity National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
2655 Townsgate Rd, Westlake Village, CA 91361, United States -
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
● ClosedBay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
440 N Wolfe Rd, Sunnyvale, CA 94085, United States -
National Legal Associates
● OpenNational Legal Associates is a reputable law firm located at 1610 Post Street in the vibrant city of San Francisco, California. Our team of experienced lawyers specializes in various legal matters and is dedicated to providing top-notch legal services to our clients. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, our team is here to help. Trust National Legal Associates for expert legal advice and representation in the United States.
1610 Post St # 300, San Francisco, CA 94115, United States -
Kris Mukherji, APC - Estate Planning & Business Attorney San Diego
● ClosedKris Mukherji, APC is a reputable Estate Planning & Business Attorney located in San Diego, California. With a focus on personalized legal services, Kris Mukherji aims to build long-lasting relationships with all clients by providing customized legal care tailored to individual needs. Whether you are starting a new business or in need of business consultation, Kris Mukherji ensures that you receive top-notch service from a dedicated business law firm in San Diego. Specializing in working with small businesses and start-ups, Kris Mukherji understands the legal complexities of owning and operating a business. By offering services such as drafting and reviewing business contracts, vendor contracts, and employee agreements, Kris Mukherji serves as a valuable partner in ensuring the success and growth of your business.
4275 Executive Square UNIT 200, La Jolla, CA 92037, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Syud Sharif - Ameriprise Financial Services, LLC
● OpenSyud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
10801 National Blvd Ste 515, Los Angeles, CA 90064, United States -
CENTURY 21 REA Fine Homes & Estates
● ClosedWelcome to CENTURY 21 REA Fine Homes & Estates, your premier real estate agency located at 1297 Flynn Road, Camarillo, California. As part of the globally recognized CENTURY 21® brand, we are dedicated to providing exceptional real estate services that go beyond expectations. Our relentless agents are committed to helping you find the perfect home, whether you're looking to buy, sell, or invest in residential or commercial properties. With an impressive 98% recommendation rating, our team of experienced professionals is ready to guide you through every step of your real estate journey. We pride ourselves on delivering extraordinary experiences by defying mediocrity and consistently providing 121% of what you expect from us. Whether you're exploring local real estate markets or seeking to expand your horizons, our agents are here to assist you in making informed decisions that align with your long-term goals.
1297 Flynn Road, Camarillo, California 93012, United States -
Free Evaluation Prior Real Estate Agent Bell Gardens
● OpenWelcome to "Free Evaluation Prior Real Estate Agent Bell Gardens," your trusted partner in navigating the dynamic real estate landscape of Los Angeles. Located at 6100 Florence Avenue, Bell Gardens, California, our agency is dedicated to providing exceptional real estate services tailored to meet your unique needs. In a city renowned for its thriving luxury home market, our expert team leverages extensive local knowledge and industry experience to deliver unparalleled results. From the bustling neighborhoods of Beverly Hills to the serene settings of Malibu, Los Angeles remains a prime destination for luxury real estate investments. Despite global market fluctuations, the city's residential home prices continue to soar, making it an opportune time to explore buying or selling opportunities.
6100 Florence Avenue, Bell Gardens, California 90201, United States -
Pamela Manzi Real Estate
● ClosedWelcome to Pamela Manzi Real Estate, your trusted partner in navigating the dynamic real estate landscape of Dana Point, California. Located at 24551 Del Prado Avenue, our business seamlessly blends the roles of a general contractor and a premier real estate agency. Whether you're embarking on the journey of buying your first condo or pursuing the dream of an oceanfront estate, Pamela Manzi is committed to providing unparalleled assistance and ensuring a seamless and rewarding experience. With a stellar track record and ranking in the top two percent of Orange County real estate professionals, Pamela Manzi exemplifies excellence in negotiation, strategic planning, and visionary entrepreneurship. Her extensive expertise is complemented by her background in marketing at one of the world’s largest investment management firms, equipping her with the skills to craft successful marketing campaigns and help families achieve their unique real estate goals.
24551 Del Prado Avenue, Dana Point, California 92629, United States -
New York Life Insurance Company
● ClosedNew York Life Insurance Company, located at 425 Market Street, San Francisco, California, United States, is a reputable finance and insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an investment strategy and estate plan. With a diverse workforce and a commitment to community engagement, New York Life is dedicated to making a positive impact at both local and national levels. They offer best-in-class products and solutions that adapt to changing needs, and have a network of over 12,000 agents across the country ready to assist with personalized solutions. The company has a long-standing history of accountability and service, with the highest financial strength ratings from major agencies.
425 Market St #1600, San Francisco, CA 94105, United States -
O'Brien Watters & Davis, LLP
● ClosedO'Brien Watters & Davis, LLP is a renowned institution located at 1550 Airport Boulevard in Santa Rosa, California, United States. Established in 1982, the firm specializes in accounting, finance, and legal services, catering to clients across California. With a strong presence in Sonoma County, the firm has built a stellar reputation for providing top-notch legal representation to various industries, including wine, agriculture, manufacturing, and technology. Having been rated "AV" in Martindale Hubbell® Bar Register of Preeminent Lawyers™ for over 30 years, O'Brien Watters & Davis, LLP boasts a team of experienced attorneys who are dedicated to serving the community. The firm's commitment to excellence is evident in its long-standing relationships with local businesses and clients, as well as its attorneys' active involvement in public service.
1550 Airport Blvd Ste 201, Santa Rosa, CA 95403, United States -
American Brokerage Network
● ClosedAmerican Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
347 Gellert Blvd M, Daly City, CA 94015, United States -
Damon Millar - State Farm Insurance Agent
● ClosedDamon Millar - State Farm Insurance Agent is an insurance agency located at 324 E 11th St, Tracy, California, United States. We are conveniently situated across the street from Tracy High School. Our team, consisting of Victoria M. and Damon M., the Agent, is knowledgeable in all types of insurance products including Home, Renters, Auto, Life, Health, and Business policies. We have recently moved our office to a new location, but our contact information remains the same. We offer services such as estate planning, motorcycle therapy for PTSD, and tips on DIY auto maintenance to combat rising repair costs. For your protection, please refrain from sharing sensitive personal information. Contact us if you have any difficulty accessing our website. Please note that State Farm offers life insurance and annuities, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. We do not endorse third party sites and recommend consulting a tax or legal advisor for personalized advice.
324 E 11th St Ste G1, Tracy, CA 95376, United States -
The Simon Law Group
● ClosedThe Simon Law Group, located at 34 Hermosa Avenue in Hermosa Beach, California, is a renowned law firm specializing in personal injury cases. With a track record of over $500 million recovered for clients, our team of trial lawyers is dedicated to fighting for justice in any courtroom. Our attorneys have secured numerous multimillion-dollar verdicts and settlements, making us the winningest law firm in California for plaintiff's verdicts in recent years. Recognized as one of the Elite Trial Lawyers by the National Law Journal, we provide aggressive representation and attentive service in all areas of personal injury law. Whether you are in California, Arizona, or Texas, our team is available 24/7 to handle your case with care and expertise. Trust The Simon Law Group to treat you like family and fight for the justice you deserve.
34 Hermosa Ave, Hermosa Beach, CA 90254, United States -
Ma Phillip Law Offices
● ClosedMa Phillip Law Offices is a prestigious institution located at 9191 Bolsa Avenue in Westminster, California. Specializing in personal injury cases, the firm is led by a former In House Counsel for one of the nation's largest commercial casualty companies. With a stellar reputation, Ma Phillip Law Offices has been recognized as one of the 10 Best Personal Injury Attorneys by the American Institute of Personal Injury Attorneys. Serving clients in Orange County, Los Angeles, Inland Empire, and San Diego, the firm is dedicated to providing top-notch legal representation and achieving the best possible outcomes for their clients.
9191 Bolsa Ave #201, Westminster, CA 92683, United States -
McKenzie Legal & Financial
● ClosedMcKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County. Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.
2631 Copa De Oro Dr, Los Alamitos, CA 90720, United States -
Henderson, Caverly & Pum LLP
● OpenHenderson, Caverly & Pum LLP, located at 16236 San Dieguito Road in Rancho Santa Fe, California, is a highly respected law firm specializing in estate planning, trust administration, litigation, family law, tax planning, and international private client services since 2001. The partners at the firm have over 25 years of experience and have previously worked in large national law firms, accounting firms, and government agencies. They provide personalized service and teamwork to meet the needs of their clients. The firm is supported by a skilled team of associates, paralegals, and administrators who are dedicated to providing sophisticated legal advice and excellent client service.
16236 San Dieguito Rd # 4-13, Rancho Santa Fe, CA 92091, United States -
The Castillo Law Office
● OpenThe Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
1939 Harrison St #710, Oakland, CA 94612, United States -
ROWE | MULLEN
● ClosedROWE | MULLEN is a distinguished law firm located at 3636 Nobel Drive in San Diego, California. With a focus on personalized and cost-effective legal services, our team of experienced lawyers is dedicated to serving each client's unique needs. We offer free initial consultations to help guide you through complex legal issues and connect you with the right resources if we are unable to assist. Having practiced law in San Diego and Southern California for many years, we have successfully resolved a wide range of legal problems and disputes for both national companies and individual clients. Our areas of expertise include Business and Corporate Law, Civil Litigation, Real Estate, Estate Planning, and Labor and Employment matters.
3636 Nobel Dr # 215, San Diego, CA 92122, United States -
Henderson, Caverly & Pum LLP
● ClosedHenderson, Caverly & Pum LLP is a highly regarded institution located at 12760 High Bluff Drive in San Diego, California, United States. Specializing in accounting, finance, and legal services, the firm has been a leader in estate planning, trust administration, family law, litigation, tax planning, and international private client services since 2001. The partners at Henderson, Caverly & Pum LLP bring a wealth of experience to their practice, with an average tenure of over 25 years. Many of the partners have backgrounds in national law firms, accounting firms, or government agencies, but have chosen to focus on providing personalized service and teamwork to their clients.
12760 High Bluff Dr #150, San Diego, CA 92130, United States -
OakTree Law
● OpenOakTree Law, located at 7121 Magnolia Avenue in Riverside, California, is a nationally recognized law firm specializing in bankruptcy and injury cases. Founded in 2009 by Julie J. Villalobos, the firm has since expanded to include skilled attorneys in various related areas such as litigation, loan modifications, foreclosure defense, estate planning, and tax services. Despite the current circumstances, OakTree Law remains fully operational and is accepting new consultations over the phone. While their office locations are closed to the public, key staff members are available to handle all necessary case work. With a commitment to providing personalized solutions for each client, OakTree Law offers transparent fee structures and individual consultations to evaluate financial circumstances. Their team of experienced attorneys, senior managers, and dedicated staff are focused on achieving successful outcomes for their clients. Whether facing bankruptcy, foreclosure, or personal injury cases, OakTree Law stands beside their clients every step of the way. Contact them today for a free evaluation and see how they have helped countless clients overcome their legal challenges.
7121 Magnolia Ave Suite V4, Riverside, CA 92504, United States -
Martenson, Hasbrouck & Simon LLP
● ClosedMartenson, Hasbrouck & Simon LLP is a prestigious national law firm located at 5800 Armada Drive in Carlsbad, California, United States. Specializing in labor and employment defense and business litigation, our firm boasts twenty five years of experience and a proven track record of success. Our team of dedicated attorneys is committed to excellence, providing pragmatic and business-focused solutions to our clients' legal and regulatory issues. We pride ourselves on our personalized approach, taking the time to truly understand our clients' businesses in order to provide effective and insightful representation. With a focus on labor and employment defense and business litigation, we offer a wide range of legal services including advice on legal compliance, representation in disputes, and guidance on various employment-related issues.
5800 Armada Dr #101, Carlsbad, CA 92008, United States -
Advantage Legal Center
● ClosedAdvantage Legal Center is a reputable law firm located at 9854 National Boulevard in Los Angeles, California. Specializing in a wide range of legal services, our experienced team of attorneys is dedicated to providing top-notch representation and personalized solutions to meet the needs of our clients. Whether you are facing a family law matter, a personal injury case, or need assistance with estate planning, our firm is here to help. With a commitment to excellence and a track record of success, Advantage Legal Center is your trusted partner in navigating the complexities of the legal system. Contact us today to schedule a consultation and learn how we can advocate for your rights and best interests.
9854 National Blvd #242, Los Angeles, CA 90034, United States -
Douglas Andersen, Bankers Life Agent
● ClosedLocated at 16855 West Bernardo Drive in San Diego, California, Douglas Andersen, Bankers Life Agent is an insurance agency offering a wide range of insurance options. Specializing in core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, our agents are dedicated to helping you find the right coverage for your needs. As a Medicare specialist, Douglas Andersen can guide you through the complexities of Medicare Advantage (Part C), providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have important discussions with your loved ones. Let us help you start planning for the future and take the next steps towards securing your financial well-being.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Mohammad Kiamanesh, Bankers Life Agent
● ClosedMohammad Kiamanesh, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Led by Unit Supervisor Mohammad Kiamanesh, our team of Insurance Sales Representatives in Northridge, CA offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important in today's aging population, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards a secure future.
9301 Corbin Ave Ste 1000, Northridge, CA 91324, United States -
Domingo Baccay, Bankers Life Agent
● ClosedDomingo Baccay, Bankers Life Agent is an insurance agency located at 355 East Rincon Street, Corona, California, United States. Led by Unit Supervisor Domingo Baccay, our agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage (Part C) offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we emphasize the importance of planning for long-term care as people live longer and healthcare costs rise. Start preparing for the future with us at Domingo Baccay, Bankers Life Agent.
355 E Rincon St STE 303, Corona, CA 92879, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's 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, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States
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