Planned giving in Berkeley, California

Lamorinda Financial Planning is a reputable finance institution located at 2832 College Avenue in Berkeley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment management. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Lamorinda Financial Planning is here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and take control of your financial future.

Morita Dental is a trusted family and cosmetic dentistry practice located in Cupertino, California. Our goal is to provide safe and comfortable treatments using the latest technology and personalized care. Conveniently located across from the Japanese supermarket Marukai Cupertino, our office is easily accessible for Japanese residents in the Bay Area. We offer a range of treatment options and strive to ensure that each patient understands their individualized treatment plan for a more comfortable experience. Dr. Kohei Morita, the founder of Morita Dental, is a compassionate dentist dedicated to providing the best possible care for patients of all ages. Originally from Japan, Dr. Morita obtained his dental degree from New York University College of Dentistry after completing his undergraduate studies at the University of California, Berkeley. He is affiliated with various dental organizations and stays up-to-date on the latest advancements in dentistry.

Moonlight Beach Dental, located at 681 Encinitas Boulevard in Encinitas, California, is a top-rated dental institution that prioritizes your overall health and well-being. Dr. Nicole Vane and her team offer a personalized approach to dental care, utilizing the latest techniques and technologies in modern dentistry. With a focus on holistic dentistry, Moonlight Beach Dental uses biocompatible materials and minimally invasive techniques to provide you with a natural-looking smile. Their advanced healing methods, dental allergy testing, and IV Nutrient Therapy ensure that your oral health is in good hands.

Located at 2517 Sacramento Street in Berkeley, California, Lazena Kelly-Andrada State Farm Insurance Agency is a trusted insurance agency serving the East Bay Area for over 20 years. With a strong commitment to providing personalized insurance coverage for individuals, families, and businesses, Lazena Kelly-Andrada and her team offer a wide range of insurance options, including auto, home, life, renters, commercial, and financial services. Having been with State Farm for 35 years, Lazena Kelly-Andrada brings a wealth of experience and expertise to her role as an agent. With a background in claims and agency leadership, she has a deep understanding of the insurance process and is dedicated to helping her customers understand the importance of having the right coverage. Her team has been recognized with the Crystal Excellence Award for the Legion of Honor, highlighting their commitment to quality service.

Allan Cheng - State Farm Insurance Agent is a reputable insurance agency located at 430 West Route 66, Glendora, California, United States. Founded in 2008, this agency is dedicated to providing personalized auto, home, life, and health insurance, as well as retirement planning services to customers in the surrounding areas. Allan Cheng, the owner, has an impressive educational background with degrees from UC Berkeley, Stanford University, and UCLA Anderson School. He is actively involved in the community and believes in giving back through volunteering and donations to local schools and colleges. The agency prides itself on being in the top 5% of State Farm agencies nationwide, with a focus on helping customers protect their assets and plan for retirement. The team at Allan Cheng's office is committed to providing the right coverage at competitive prices for auto insurance, home/renter insurance, life insurance, and other financial needs. They also offer specialized insurance options for small business owners.

The Over Sixty Health Center, run by Dr. Stephanie A. Reif, is a specialized health center located at 3260 Sacramento Street in Berkeley, California. This institution focuses on providing comprehensive healthcare services for individuals over the age of sixty. With a team of experienced healthcare professionals, the center offers a range of medical services tailored to the unique needs of older adults. From preventative care to specialized treatments, the Over Sixty Health Center is committed to promoting the health and well-being of its patients.

Located at 1715-B Trancas Street in Napa, California, Site for Sore Eyes is a health store offering a wide range of popular designer brands and the latest styles to suit every taste and budget. Whether you need prescription glasses, contact lenses, or sunglasses, our collection has something for everyone. Dr. Gareth C. Valles, a highly experienced optometrist, leads the team at Site for Sore Eyes - Napa. With a background in biochemistry and nuclear medicine, Dr. Valles obtained his Doctorate in Optometry from U.C. Berkeley. He has been serving the Napa community since 1997, providing exceptional eye care services to patients of all ages.

Venteur is a health insurance agency located at 2081 Center Street, Berkeley, California, United States. We specialize in providing personalized health benefits for employees, helping employers expand their market and give their team the benefits they deserve. With our AI-powered solutions, we offer pre-tax dollars that allow employees to choose their own journey and take advantage of their benefits. By partnering with Venteur, employers can save up to 30% compared to traditional group plans, while also offering their team the best care possible. Our ICHRA solutions save time and money, giving employers control over their benefits budget and employees the flexibility to choose plans that suit their needs. Chat with our experts and enroll in the best plan in moments with our easy-to-use marketplace. Trust Venteur to provide the best outcomes for both employees and employers, making offering great benefits easy for businesses of all sizes.

Healthy Spot is a premier store located at 3206 College Avenue in Berkeley, California. Our store is dedicated to providing a wide range of products that promote health and wellness for both pets and their owners. From organic pet food and supplements to eco-friendly toys and accessories, we strive to offer the best products for your furry friends. Visit us at Healthy Spot and give your pets the care they deserve.

Travelers Pet Care, located at 1569 Solano Avenue in Berkeley, California, is a trusted institution serving the areas of Richmond, El Cerrito, Albany, and Berkeley. Our team of dedicated professionals is committed to providing your pets with a safe and stress-free experience. We are trained in pet CPR and first aid to ensure the safety and well-being of your beloved animals. We take great care in selecting our team members, all of whom undergo background checks and thorough interviews. Travelers Pet Care is a licensed, bonded, and insured institution, giving you peace of mind knowing that your pets are in good hands.

Affinity Capital Advisors LLC is an independent financial planning and registered investment advisory firm located at 825 Page Street in Berkeley, California. We offer a wide range of services to individual investors, families, small businesses, non-profits, and foundations. Our team believes in the importance of establishing a trusted relationship through communication in order to provide the greatest value to our clients. As a Registered Investment Adviser, we are committed to helping our clients achieve their financial goals while managing risk. Contact us today to learn more about how we can assist you in reaching your financial objectives. Please note that past performance is not indicative of future returns and investing involves risk. Advisory services are only offered where we are properly licensed or exempt from licensure.

Financial Connections Group is a leading finance institution located at 2608 Ninth Street in Berkeley, California. Our team of experienced professionals is dedicated to providing personalized financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our experts are here to guide you every step of the way. With a focus on building strong relationships and delivering exceptional service, Financial Connections Group is committed to helping you make the most of your financial future.

EP Wealth Advisors, located at 2150 Shattuck Avenue in Berkeley, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. With a fee-only approach, they provide objective investment recommendations. Their team of Certified Financial Planners, tax and estate professionals, and portfolio managers work together to create personalized financial plans for each client. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals. EP Wealth offers a wide range of wealth management services, including estate planning, tax planning, and charitable giving strategies. Recognized as one of the fastest-growing private companies in America and a top workplace in Los Angeles, EP Wealth is committed to providing personalized service and expertise to help clients focus on what's important to them.

Tammy Plotkin-Oren, Financial Advisor at TPO Financial & Insurance Services, located at 821 Delaware Street in Berkeley, California, is dedicated to providing expert financial guidance and insurance services to help clients secure their family's future and align their money choices with their values. With a focus on serving professional advisors, Tammy and her team offer personalized financial planning to help clients navigate major life changes, such as job transitions, retirement, or inheritances. As fiduciaries, they always prioritize the client's best interests, providing peace of mind and confidence in their financial decisions. Tammy, a parent of three daughters and a UC Berkeley alumna, understands the complexities of midlife and is passionate about helping clients feel secure about their finances. With licenses to sell insurance and securities products through New York Life and NYLIFE Securities LLC, Tammy and her team offer investment advisory services in various states. Whether you are considering life insurance, retirement planning, or charitable giving, Tammy Plotkin-Oren and her team at TPO Financial & Insurance Services are here to help you make informed and impactful financial choices.

Jackson Hewitt Tax Service located at 2946 Martin Luther King Junior Way in Berkeley, California, is a finance institution ready to help you maximize your tax refund. While tax advance loans are no longer available this year, our Tax Pros are prepared to assist you in getting the most out of your return. Whether you prefer in-person appointments, drop-off services, or assistance with IRS letters, our team is here to help. Book an appointment online or give us a call at (510) 541-0717 to secure time with a Tax Pro. Walk-ins are also welcome at our 2120 University Avenue location. Trust Jackson Hewitt for all your tax preparation needs, because when every dollar counts, who does your taxes matters.

Welcome to Sea Glass Orthodontics, your trusted destination for exceptional orthodontic care in the heart of Santa Cruz, California. Conveniently located at 824 Mission Street, our practice is dedicated to helping you and your family achieve beautiful, healthy smiles for life. Led by Dr. Sophie Logan, a proud Santa Cruz native and a Harvard-trained orthodontist, our team is passionate about providing personalized treatment in a comfortable and supportive environment. Dr. Logan, along with her husband and Treatment Coordinator Sheldon, brings a wealth of experience and a personal touch to ensure that every patient feels like part of our family.

Welcome to Zuta Appliance Repair, your trusted partner for reliable and efficient appliance repairs in Berkeley, CA. Located at 2081 Center St #156, our dedicated team is committed to providing lasting solutions that ensure your appliances run smoothly and efficiently, giving you peace of mind and more time to enjoy your home. At Zuta Appliance Repair, we focus on cost-effective repairs that not only address current issues but also help prevent future problems, extending the life of your essential kitchen appliances. Our experienced technicians are well-versed in handling a wide range of brands, including high-end models such as Electrolux, Samsung, Viking, Thermador, and GE Monogram, ensuring comprehensive care for your premium appliances.

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.

Welcome to Earthwise Energy, your trusted partner for tailored solar and battery backup solutions in the Bay Area. Located at 1501A San Anselmo Avenue, San Anselmo, California, we specialize in creating custom solar and energy storage systems that ensure your home or business remains powered, even during grid outages. In an era where power outages are becoming the norm, Earthwise Energy offers peace of mind with personalized solar and energy storage systems. Our data-driven, holistic approach ensures that every system is designed, constructed, and interconnected to meet your unique needs, helping you save on electricity costs while maintaining a reliable power supply.

Highland - Exterior Painting Santa Fe Springs Welcome to Highland - Exterior Painting Santa Fe Springs, your trusted partner for transforming the exterior of your home or business into a vibrant and welcoming space. Located at 11817 Telegraph Road, Santa Fe Springs, California, our expert team of painters is dedicated to delivering exceptional service and stunning results that enhance the beauty and value of your property.