Personalized estate planning services in San Jose, California

Mezzetti Law Firm Inc is a reputable legal institution located at 31 East Julian Street in San Jose, California. Our experienced team of attorneys provides expert legal services in a variety of practice areas including personal injury, family law, estate planning, and business law. We are committed to delivering personalized and effective legal solutions to our clients, helping them navigate through complex legal matters with confidence and peace of mind. Contact us today to schedule a consultation and see how Mezzetti Law Firm Inc can assist you with your legal needs.

Boccardo Law Firm Inc is a reputable law firm located at 111 West Saint John Street in San Jose, California. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal representation and guidance to clients in need. With a strong track record of success, Boccardo Law Firm Inc is known for their professionalism, expertise, and commitment to achieving the best possible outcomes for their clients. Whether you are facing a personal injury case, need assistance with estate planning, or require legal advice in a different area, you can trust Boccardo Law Firm Inc to deliver exceptional service and results.

Morgan Law Offices, located at 25 Metro Drive in San Jose, California, is a trusted institution specializing in estate planning, probate, and trust administration. Founded by Robert H. Morgan in 1991, the firm has a long-standing reputation for providing excellent client service. With an AV rating from Martindale Hubbell, Morgan Law Offices is recognized by fellow attorneys for their expertise in the field. The team at Morgan Law Offices works closely with clients' other professional advisors, such as accountants, investment advisors, and life insurance agents, to ensure comprehensive and personalized services tailored to individual needs. The firm's roots trace back to a partnership with Mr. Morgan's father, W. Robert Morgan, a respected litigation attorney in Santa Clara County.

McManis Faulkner is a prestigious law firm located in the heart of downtown San Jose, California. With a history of excellence in legal services, our team of experienced attorneys is dedicated to providing top-notch representation for our clients. Specializing in a wide range of practice areas, including business law, family law, estate planning, and more, we strive to deliver personalized and effective solutions for each individual case. Our office at 50 West San Fernando Street serves as a hub of innovation and collaboration, where our attorneys work tirelessly to achieve the best possible outcomes for our clients. Trust McManis Faulkner to handle your legal needs with professionalism, skill, and integrity.

Ferrari Ottoboni Caputo & Wunderling LLP is a boutique law firm located at 333 West Santa Clara Street, San Jose, California, United States. Specializing in accounting, finance, and legal services, our legacy is built on providing top-notch representation for high-net-worth clients and growing companies. Our founding partner, esteemed mentor, has recently passed away, but our team of experienced attorneys continues to provide guidance to clients on various legal matters affecting their personal and professional lives. Whether it's estate planning, business law, real property issues, or customer complaints, our attorneys are here to help navigate through any legal challenges. During the holidays, many people choose to give money or assets to their loved ones, and our team can provide advice on the best ways to do so.

The Law Office of Veronika Short is a trusted legal firm located in San Jose, California. Specializing in various areas of law, including family law, estate planning, and business law, Veronika Short and her team provide expert legal guidance and representation to clients in need. With a dedication to personalized attention and professional service, the Law Office of Veronika Short is committed to helping clients navigate the complexities of the legal system and achieve their desired outcomes. Contact them at 46 West Santa Clara Street for a consultation.

The Legal Practice of Dante Cuddy is a reputable law firm located at 841 Blossom Hill Road in San Jose, California. Specializing in a wide range of legal services, including personal injury, criminal defense, family law, and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a strong track record of success and a commitment to delivering personalized and professional service, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

BoyesLegal, APC is a reputable law firm located at 84 West Santa Clara Street in San Jose, California, United States. Specializing in various legal services, including real estate, estate planning, probate, business law, and personal injury claims, our firm is known for providing trustworthy advice and informed advocacy to clients throughout California. Whether you need assistance with a real estate transaction, drafting a will, resolving a business dispute, or pursuing a personal injury claim, our experienced attorneys are here to help. Real estate transactions in California can be complex, but with the guidance of our skilled real estate attorneys, the process can be smooth and stress-free. From buying or selling a home to handling disputes with buyers, sellers, or contractors, we have the knowledge and expertise to protect your interests and ensure a successful outcome.

Insight Legal, P.C. is a reputable law firm located in San Jose, California. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. We specialize in various areas of law, including business law, real estate law, and estate planning. At Insight Legal, P.C., we are committed to delivering personalized and effective legal solutions to meet the unique needs of each client. Visit us at 1172 Murphy Avenue to discuss your legal needs with our skilled attorneys.

Beacon 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.

Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic 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, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.

First Street Wealth Advisors is a leading finance institution located at 2635 North First Street in San Jose, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to guide you every step of the way. With a focus on transparency, trust, and integrity, First Street Wealth Advisors is committed to helping you build and protect your wealth for a secure financial future. Contact us today to schedule a consultation.

Corinthian Wealth Management is a leading finance institution located at 1625 The Alameda in San Jose, California, United States. Our team of experienced financial experts is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Trust Corinthian Wealth Management to guide you towards a secure financial future.

Cetera Wealth Partners is a branch of Cetera Advisor Networks LLC, a leading financial institution located at 31 East Julian Street in San Jose, California, United States. Specializing in wealth management and financial planning, Cetera Wealth Partners offers a wide range of services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Cetera Wealth Partners is dedicated to helping individuals and families build and protect their wealth.

Sun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.

Merrill Lynch Financial Advisor Dione Luu-Wong is a dedicated and experienced finance professional located at 560 South Winchester Boulevard in San Jose, California. Dione is committed to building strong relationships with her clients and helping them make important financial decisions with confidence. With a focus on long-term relationships, Dione offers personalized wealth management strategies tailored to each client's individual needs and goals. She is fluent in Cantonese, Mandarin, and Vietnamese, and is dedicated to providing comprehensive financial services including portfolio management, retirement planning, estate planning, tax minimization, and more. Dione's goal is to help clients achieve financial success and reach their life goals through a customized approach that reflects their unique priorities and situations. Contact Dione Luu-Wong at Merrill Lynch Wealth Management for personalized investment strategies and comprehensive financial solutions.

The Alameda Financial Group is a leading finance institution located at 1541 The Alameda in San Jose, California, United States. Specializing in a wide range of financial services, our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, The Alameda Financial Group is committed to delivering exceptional service and expertise. Contact us today to learn more about how we can help you secure your financial future.

Merrill Lynch Financial Advisor Kevin 'Johnny' Chen is located at 560 South Winchester Boulevard, San Jose, California, United States. As a Senior Financial Advisor, Kevin provides personalized financial strategies for High Net Worth Individuals, Professionals, Business Owners, Startup Companies, and Multi-Generational Families. He offers services such as personal portfolio management, retirement income planning, estate planning, and endowment fund management. Kevin also specializes in ESG investing, corporate benefit plans, and liability restructuring. With a passion for helping startup companies and founders, Kevin guides clients through the entire business cycle. He believes in understanding each client's goals and priorities to create a customized wealth management strategy. Through the Merrill Personal Wealth Analysis™, Kevin helps clients build and document personalized plans centered on their aspirations. By staying informed of life changes and financial market fluctuations, Kevin ensures that clients stay on track to achieve their goals. With a focus on building a strong client-advisor relationship, Kevin is dedicated to helping clients pursue financial success and wealth preservation.

Tower Accounting, located at 3435 Blue Mountain Drive in San Jose, California, is a trusted institution specializing in accounting and finance services. With years of experience, our team provides personalized financial guidance to individuals and businesses in the local community. From basic tax management to in-depth services like audits and financial planning, Tower Accounting is dedicated to helping clients achieve financial success. Our mission is to empower small business owners to understand the financial strength of their companies. By analyzing profit and loss statements and balance sheets, we assist in making strategic decisions to enhance business growth. We prioritize building long-term client relationships, ensuring the integrity of financial records, and developing strategies to tackle the challenges of business planning and execution.

Kathryn Calderon - Private Client Advisor is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Services offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, working with you to create personalized investment management strategies to help you reach your financial objectives. With a focus on market shifts and life stages, the institution's experienced team makes key decisions based on asset allocation, risk evaluation, and portfolio construction. They offer direct access to decision makers and provide a range of investment options, including alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday, the institution's wealth advisors are available to assist with your wealth management needs. BMO Wealth Management, including BMO Bank N.A., BMO Family Office, and BMO Delaware Trust Company, offers a range of services to help you achieve your financial goals. Please note that estate planning and legal advice are not provided by BMO Bank N.A. and its affiliates. Banking products are subject to approval and are provided by BMO Bank N.A. Member FDIC.

Hadi Ahmadi Aval is the founder of Aval Financial Strategies and Insurance Solutions, Inc. located at 550 South Winchester Boulevard in San Jose, California. Specializing in finance, the institution is dedicated to providing professional advisors with the knowledge and resources needed to make informed financial decisions for their businesses and families. With a focus on education and personalized service, Aval Financial aims to empower clients with the information they need to achieve their financial goals. At Aval Financial, clients can expect a tailored approach to their financial needs, whether it be estate planning, retirement strategies, or overall financial organization. Hadi Ahmadi Aval is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Advisor, Hadi Ahmadi Aval provides investment advisory services through Eagle Strategies, LLC.

Mariner Wealth Advisors is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor in the finance industry, they offer comprehensive wealth management services to help individuals and families achieve their financial goals. With a team of experienced professionals, Mariner Wealth Advisors provides personalized solutions tailored to each client's unique needs. Whether it's retirement planning, investment management, or estate planning, they are dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit Mariner Wealth Advisors in San Jose to start building a secure financial future today.

Maria D Boisvert - RBC Wealth Management Financial Advisor is a leading financial institution located at 99 South Almaden Boulevard in San Jose, California. As a trusted advisor, Maria D Boisvert provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Maria D Boisvert offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Maria D Boisvert is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Trust Maria D Boisvert - RBC Wealth Management Financial Advisor to provide you with the expertise and support you need to secure your financial future.

. Ruth Lai is a financial advisor at Merrill Lynch located at 560 South Winchester Boulevard in San Jose, California. Ruth specializes in working with High Net Worth individuals to help preserve and grow their assets through proactive planning and a disciplined investment process. She focuses on customized portfolio construction, tax minimization strategies, wealth transfer strategies, and philanthropic solutions. Ruth believes in understanding her clients' goals and needs beyond just finance and serves as a gateway to full balance sheet solutions available at Merrill and Bank of America banking services. Her team offers a wide range of services including wealth planning, corporate cash management, executive compensation planning, estate planning strategies, and more. Ruth is a Certified Financial Planner and Chartered Financial Consultant and is dedicated to helping clients achieve their financial goals. With a personalized approach and access to the resources of Merrill Lynch and Bank of America, Ruth works with clients to develop a financial plan tailored to their individual needs and priorities.

Moskowitz LLP, located in San Jose, California, is a leading institution specializing in accounting, finance, and legal services. Our team of experienced professionals is dedicated to helping businesses and individuals navigate complex tax laws and regulations. From tax planning to estate planning, we offer a wide range of services to meet your needs. Our mission is to help you minimize your tax liability while staying compliant with the law. At Moskowitz LLP, we understand the importance of staying informed and up-to-date on tax laws. That's why we offer a comprehensive online library with resources to help you understand and navigate the tax landscape. Our team of experts, including tax attorneys and CPAs, is here to guide you through the process and provide personalized solutions tailored to your unique situation.

Potentia Tax, located at 1226 Lincoln Avenue in San Jose, California, is a finance institution dedicated to providing tailored tax solutions for individuals and businesses with a net worth of $2 million or more. Our team of CPA’s, tax preparers, and financial professionals work holistically to minimize tax implications and optimize financial landscapes through strategic tax planning. We specialize in crafting personalized tax plans that go beyond compliance to maximize asset growth and minimize liabilities. Our services include comprehensive tax planning for high-net-worth individuals, alternative minimum tax planning, multistate tax planning, estate and trust planning, and strategic tax planning for businesses.

Fitzpatrick & Tucker Inc. is a reputable accounting and finance institution located at 4040 Moorpark Avenue in San Jose, California. Our team of experienced professionals takes the time to understand the unique needs of each client and provide high-quality, personalized service. We offer a wide range of services, including tax preparation and planning for individuals and businesses, accounting and financial reporting, QuickBooks services, and estate and trust services. At Fitzpatrick & Tucker Inc., we prioritize competence, timeliness, and cost-effectiveness to ensure our clients receive the best possible outcome. Visit our Tax Center for valuable resources and information on tracking refunds, tax tips, and more. Trust Fitzpatrick & Tucker Inc. for all your accounting and financial needs.

Cal Pro Investments is a reputable accounting and finance institution located at 1960 Fruitdale Avenue in San Jose, California. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need help with tax preparation, investment planning, or retirement savings, Cal Pro Investments is dedicated to providing top-notch expertise and personalized service to meet your needs. Trust Cal Pro Investments to help you navigate the complex world of finance with confidence and peace of mind.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.