Personalized legal help in Palo Alto, California
45 results found
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Law Office of Cynthia R. Adwere
● OpenThe Law Office of Cynthia R. Adwere is a reputable legal institution located at 2625 Middlefield Road in Palo Alto, California, United States. Specializing in various areas of law, including but not limited to, family law, estate planning, and civil litigation, Attorney Cynthia R. Adwere provides expert legal counsel and representation to clients in the Palo Alto area. With a strong commitment to professionalism, integrity, and personalized service, the Law Office of Cynthia R. Adwere is dedicated to helping clients navigate the legal system with confidence and achieve the best possible outcomes for their legal matters.
2625 Middlefield Rd, Palo Alto, CA 94306, United States -
Summerall Law PC
● ClosedSummerall Law PC is a lawyer institution located at 2100 Geng Road, Palo Alto, California, United States. Specializing in estate planning, they strive to make the process fast, friendly, easy, and affordable for their clients. They offer services such as Power of Attorney, Health Care Directives, Wills, Trusts, and Probates. The institution aims to help individuals avoid probate, save time and money for their loved ones, and ensure that their assets are distributed according to their wishes. The team at Summerall Law PC is dedicated to providing clarity, warmth, and respect to their clients, making tough choices easier and reducing potential family feuds. With a simple and organized process, clients can have peace of mind knowing that their affairs are in order. The founder and managing attorney, Sarah Summerall, is committed to making legal documents accessible to all families, not just the wealthy. Whether it's international relatives, same-sex couples, or special needs beneficiaries, Summerall Law PC is prepared to assist with a plan that fits the unique needs of each client. With a focus on quick responses, affordable prices, and personalized attention, Summerall Law PC is here to help clients navigate the estate planning process with ease.
2100 Geng Rd Suite 210, Palo Alto, CA 94303, United States -
Vernon Law Office
● OpenVernon Law Office is a reputable legal institution located at 2300 Geng Road in Palo Alto, California, United States. Specializing in various areas of law, the experienced team of lawyers at Vernon Law Office is dedicated to providing top-notch legal services to their clients. With a focus on professionalism, expertise, and personalized attention, Vernon Law Office is committed to helping individuals navigate through legal challenges and achieve successful outcomes. Contact them today for reliable legal representation.
2300 Geng Rd #200, Palo Alto, CA 94303, United States -
The Law Offices of Michael J. Repka
● OpenThe Law Offices of Michael J. Repka is a prestigious legal firm located at 1717 Embarcadero Road in Palo Alto, California, United States. Specializing in various areas of law, including estate planning, real estate law, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. With a reputation for excellence and a track record of success, we are committed to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Contact us today for expert legal advice and representation.
1717 Embarcadero Rd, Palo Alto, CA 94303, United States -
Knobbe Martens
● ClosedKnobbe Martens is a prestigious law firm located at 2595 East Bayshore Road in Palo Alto, California, United States. Specializing in intellectual property law, the firm is renowned for its expertise in patent, trademark, and copyright law. With a team of experienced attorneys, Knobbe Martens provides top-notch legal services to clients in various industries, helping them protect their valuable intellectual property assets. Whether you are a startup or a Fortune 500 company, Knobbe Martens is dedicated to providing personalized and strategic legal solutions to meet your needs.
2595 E Bayshore Rd #200, Palo Alto, CA 94303, United States -
Carey Kathryn
● OpenCarey Kathryn is a reputable law firm located at 706 Cowper Street in Palo Alto, California. Specializing in various areas of law, Carey Kathryn offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, the institution is committed to providing personalized and effective legal solutions to individuals and businesses alike. Whether you are facing a complex legal issue or simply need legal advice, Carey Kathryn is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
706 Cowper St, Palo Alto, CA 94301, United States -
Merrill Lynch Financial Advisor Cory Barraclough
● ClosedMerrill Lynch Financial Advisor Cory Barraclough is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Cory Barraclough offers a comprehensive approach to managing wealth, starting with understanding the financial situation and priorities of each client. With access to Merrill's investment insights and Bank of America's banking solutions, Cory creates customized wealth management strategies that adapt to changing market conditions. Cory is dedicated to providing excellent service and helping clients achieve their financial goals. By participating in community service and volunteering, Cory upholds the Merrill tradition of giving back. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on clients' goals. Through thoughtful conversations, Cory helps clients identify and prioritize their financial aspirations, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, Cory gains a deeper understanding of clients' investing preferences to tailor financial approaches accordingly. Regular check-ins ensure that clients' evolving goals and life changes are reflected in their financial strategies. With a focus on helping clients pursue their goals, Cory designs personalized plans to manage, grow, and preserve wealth, while considering long-term impacts. By staying informed and addressing fluctuations in the market, Cory helps clients achieve financial success. As a Merrill Lynch Wealth Management Advisor, Cory offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a commitment to always putting clients first, Cory provides one-on-one relationships to guide clients along their financial journeys. Investing involves risk, and Cory is registered to do business in multiple states. Clients are encouraged to consult legal and tax advisors before making financial decisions. This material does not take into account clients' specific investment objectives and needs, and Merrill offers a range of services to suit individual preferences. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3075A Hansen Way, Palo Alto, California, is a finance institution that offers a wide range of wealth planning services. The experienced advisors at this branch work with individuals, families, business owners, executives, and institutions to address their financial challenges and opportunities. They provide personalized financial strategies based on years of combined knowledge and experience in wealth management. In addition to wealth planning advice, the advisors at Merrill Lynch Wealth Management can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is dedicated to giving back to the community through volunteerism and charitable outreach activities.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor Louis Cano
● ClosedMerrill Lynch Financial Advisor Louis Cano is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Louis Cano can help create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Louis Cano is dedicated to helping you pursue your financial goals. Louis Cano follows the Merrill tradition of community involvement, volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created and documented. By understanding your aspirations and priorities, Louis Cano can help you navigate changes in your life and financial goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Merrill Lynch Financial Advisor William W Yates
● ClosedMerrill Lynch Financial Advisor William W Yates, located at 3075A Hansen Way, Palo Alto, California, United States, is a trusted institution in the field of finance. Committed to building strong relationships with clients, William Yates is passionate about helping individuals and families make important financial decisions. With Merrill Personal Wealth Analysis™, a personalized plan can be built to focus on specific goals and objectives. The team at Merrill Lynch Wealth Management tailors financial strategies to each client's unique needs, providing personalized advice and measurable goals. By regularly reviewing progress and adjusting strategies as needed, clients can stay on track towards their financial goals. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can plan for their financial future with transparency on risks and opportunities. William Yates offers a breadth of potential solutions, premier customer service, and financial tools based on each client's circumstances. By understanding each client's goals and priorities, a customized financial approach can be developed to help manage, grow, and preserve wealth. With a focus on personalized plans and thoughtful solutions, William Yates helps clients achieve their financial aspirations. By regularly reviewing goals and progress, adjustments can be made to ensure clients stay on track towards their objectives. The institution values the importance of getting to know clients personally to create a financial approach that reflects their unique personality and priorities. With a dedicated Merrill advisor, clients can benefit from personalized investment strategies and comprehensive financial solutions tailored to their needs. William Yates is registered to do business in multiple states, providing clients with the latest investment insights and strategies to help them live their best financial life. Investing involves risk, and clients are encouraged to consult with legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage, investment advisory, and financial planning. With a focus on understanding each client's individual needs, Merrill Lynch Financial Advisor William W Yates is dedicated to helping clients achieve their financial goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Tamarind Financial Planning
● ClosedTamarind Financial Planning is a finance institution located at 1900 South Norfolk Street in San Mateo, California. Our mission is to provide guidance and expertise to empower individuals to live their most fulfilled lives. We have an office in San Mateo as well as in Palo Alto, and can be reached at 650-667-8691 or via email at [email protected] Tamarind Financial Planning is a registered investment adviser in the State of California, offering advisory services in other jurisdictions where exempted. Our team is dedicated to providing personalized investment advice and ensuring compliance with jurisdiction requirements.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen
● OpenMerrill Lynch Private Wealth Advisor Annie M Etchegoyhen is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. With a focus on providing industry-leading research and expert analysis, the institution aims to help clients keep their priorities front and center. The private wealth advisors at Merrill Private Wealth Management are rigorously trained to meet specialized needs with personalized service based on trust. They work with individuals, families, business owners, and executives to create strategies designed to achieve their financial goals. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The institution prioritizes the client's best interests, offering personalized financial strategies to meet evolving needs. Merrill Lynch Private Wealth Advisor Annie M Etchegoyhen combines the personalized attention of a smaller firm with the insights of a global financial institution to create tailored financial strategies. They are dedicated to helping clients pursue their goals and prepare for the future, with a focus on simplifying personal and business finances. With a limited number of clients, the institution provides a powerful and personal experience for those with substantial means. Trust, fiduciary, and investment management services are provided by Bank of America, N.A., a wholly owned subsidiary of Bank of America Corporation. Clients can access the latest investment insights, tips, and strategies to help them achieve their financial goals. It's important to note that investing involves risk, and clients should consult their legal and/or tax advisors before making financial decisions. Additional information about the institution's services and differences between brokerage and investment advisory services is available through Merrill financial advisors.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Bank of America Private Client Advisor Amanda R Solomon
● OpenBank of America Private Client Advisor Amanda R Solomon, located at 3075 Hansen Way in Palo Alto, California, offers personalized financial strategies for individuals, families, businesses, and institutions. With a focus on understanding your unique needs and goals, our team aims to provide tailored solutions to help you achieve your financial objectives. Tune in for the latest insights on Mondays and Fridays at 2:00 PM EST. With over 200 years of experience, Bank of America Private Bank combines a personalized approach with the resources of Bank of America to help clients manage significant wealth. Our commitment is to prioritize your goals, whether you're looking to preserve wealth, build philanthropic legacies, or plan for future growth. We strive to anticipate and respond to evolving markets and changing environments, providing disciplined financial strategies and guidance across generations. Please note that by leaving our website, you will be directed to FINRA’S BrokerCheck. We value your privacy and offer options to opt out of online behavioral advertising. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity for all products or services.
3075 Hansen Way, Palo Alto, CA 94304, United States -
Bank of America Private Client Advisor Linh Nguyen
● OpenBank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.
3075 Hansen Way, Palo Alto, CA 94304, United States -
Intentional Accounting
● ClosedIntentional Accounting, located at 2100 Geng Road in Palo Alto, California, is a premier institution specializing in accounting and finance services. Our Part-Time CFO service provides professional financial management to help guide businesses to success. We offer tax preparation and planning services, analyzing your tax road map to provide legal strategies that save you money. As a small business owner, let us take care of your books and payroll needs so you can focus on running your company. If you're facing tax problems, our experienced team can help resolve them and prepare business or personal tax returns. We also offer bookkeeping services to keep your financial records in top shape. Our commitment to our clients' success is evident in our participation in the Intuit QuickBooks Accountant Council, where we discuss future accounting product development to better serve you.
2100 Geng Rd Suite 210, Palo Alto, CA 94303, United States
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