TOP 30 Best Senior estate planning in Roseville, California

The Estate Plan Design Center, located at 2999 Douglas Boulevard in Roseville, California, is a premier institution dedicated to helping individuals and families create comprehensive estate plans tailored to their unique needs and goals. Our team of experienced estate planning professionals offers a wide range of services, including wills, trusts, probate assistance, and asset protection strategies. Whether you are looking to protect your assets, minimize taxes, or ensure your loved ones are taken care of, the Estate Plan Design Center is here to guide you through the process with personalized attention and expert advice. Trust us to help you secure your legacy and plan for the future with confidence.

Wheeler Financial Planning Roseville is a reputable finance institution located at 1100 Melody Lane in Roseville, California, United States. Our dedicated team of financial experts is committed to providing personalized and comprehensive financial planning services to help our clients achieve their short-term and long-term financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to guide you every step of the way. Trust Wheeler Financial Planning Roseville to help you secure a stable financial future.

The Law Offices of Daniel A. Hunt, located at 915 Highland Pointe Drive in Roseville, California, is a trusted institution specializing in California Estate Planning. With a strong emphasis on core values and a client-centered approach, our firm has been providing superior legal services for over a decade. Our team of experienced estate planning attorneys offers in-person, telephonic, and virtual appointments at our three Northern California offices in Sacramento, Roseville, and Folsom, as well as satellite offices in various locations across California. Whether you are a trustee, beneficiary, or in need of assistance with probate or trust administration, our team is here to help guide you through the legal process. We also offer educational tools, resources, and events to help you find solutions to your legal problems. Download our free eBook, “Estate Planning Essentials,” and register for our upcoming seminar to learn more about how we can assist you in finding peace of mind.

Yee Law Group, Inc. is a professional institution offering accounting, finance, and legal services. Located at 919 Reserve Drive in Roseville, California, United States, our team of experienced professionals is dedicated to providing high-quality and personalized assistance to our clients. Whether you need help with tax planning, financial consulting, or legal representation, Yee Law Group, Inc. is here to support you every step of the way. Contact us today to schedule a consultation and see how we can help you achieve your financial and legal goals.

Dean Bennett Insurance and Financial Services, Inc. is a reputable institution located at 3017 Douglas Boulevard in Roseville, California. As a trusted finance, health, and insurance agency, we provide a wide range of services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses navigate the complexities of insurance and financial planning. Whether you are looking for health insurance, investment advice, or retirement planning, our experts are here to assist you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Medina McKelvey LLP is a prestigious law firm located at 925 Highland Pointe Drive in Roseville, California, United States. Specializing in various areas of law, their team of experienced lawyers are dedicated to providing top-notch legal services to their clients. With a reputation for excellence and a commitment to achieving the best possible outcomes for their clients, Medina McKelvey LLP is a trusted choice for individuals and businesses seeking legal representation. Contact them today for expert advice and representation.

Nicolas Malolot, Bankers Life Agent is an insurance agency located at 1544 Eureka Road in Roseville, California, United States. Specializing in life insurance, this institution offers personalized financial planning services to help individuals and families secure their financial future. With a focus on providing comprehensive coverage and exceptional customer service, Nicolas Malolot, Bankers Life Agent is dedicated to helping clients protect what matters most to them. Contact them today to learn more about their insurance products and services.

Azeez Khairallah, Bankers Life Agent and Bankers Life Securities Financial Representative in Roseville, California, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents can help you navigate the complexities of healthcare coverage for seniors. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have these important discussions with your loved ones. Visit us at 1544 Eureka Road in Roseville to start planning for the future today.

Esther S Nelson - State Farm Insurance Agent is a trusted insurance agency located at 8303 Sierra College Boulevard in Roseville, California. With over 30 years of experience, Esther S Nelson offers personalized service and expertise in car insurance, home insurance, and life insurance. As a State Farm agent, Esther S Nelson has won multiple awards and is dedicated to providing exceptional service to policyholders. Whether you are a new homeowner, looking for life insurance, or need advice on budgeting for insurance costs, Esther S Nelson is here to help. The agency is committed to educating clients about insurance options and developing personalized plans to meet their needs and budget. Contact Esther S Nelson for a no-obligation quote and experience the difference of working with a knowledgeable and caring insurance agent.

Kable Doria - Branch Manager at Ameriprise Financial Services, LLC, located at 1420 Rocky Ridge Drive in Roseville, California, United States. This finance institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. With a focus on asset management, retirement planning, estate planning, and investment strategies, Kable Doria provides expert financial advice and services to individuals, retirees, small business owners, and high net worth clients. Branch Manager Kable Doria is dedicated to upholding the highest standards of professionalism and ethics in the field of finance.

Park Place Apartments is a premier real estate agency located at 1606 Kent Place in the charming city of Roseville, California. Our apartments offer a perfect blend of comfort, convenience, and style, making them the ideal place to call home. With spacious floor plans, modern amenities, and a prime location, Park Place Apartments is the perfect choice for those looking for a high-quality living experience. Come visit us today and discover why Park Place Apartments is the ultimate destination for luxury apartment living in Roseville.

Patton Law Group, located at 919 Reserve Drive in Roseville, California, is a trusted institution specializing in estate planning and business legal matters. With a commitment to providing the same level of quality service they would for their own family, the team at Patton Law Group offers compassionate and straightforward guidance to help clients navigate the complexities of planning for the future. Since 2010, Patton Law Group has been assisting clients with estate planning needs, including wills and trusts, power of attorney, advance directives, asset protection, and more. Their experienced attorneys understand the importance of securing assets and protecting family legacies, offering services in trust administration, probate, and business law matters.

Autumn Oaks Apartments is a premier real estate agency located at 1451 Kingswood Drive in the beautiful city of Roseville, California. Our apartments offer a peaceful and serene environment surrounded by the stunning natural beauty of Autumn Oaks. With spacious floor plans, modern amenities, and a convenient location, Autumn Oaks Apartments is the perfect place to call home. Our friendly staff is dedicated to providing exceptional customer service and ensuring that our residents have a comfortable and enjoyable living experience. Come experience the luxury and convenience of Autumn Oaks Apartments today!

Kroeker Law Offices, located at 915 Highland Pointe Drive in Roseville, California, is a trusted institution specializing in estate planning and legal services. Led by Dennis W Kroeker, a highly experienced Senior Practicing Attorney, the firm is dedicated to protecting clients' estates with expertise and care. As Dennis often says, "Protecting your Estate doesn't happen by Accident, but Losing it Does…". Whether you have questions about online digital signed agreements or need assistance with estate planning, Kroeker Law Offices is here to help. Rest assured that electronic signatures are legal and enforceable, as long as they can be authenticated. Consider using reputable electronic signature companies like Adobe Sign or DocuSign to ensure the validity of your agreements. Trust Kroeker Law Offices for all your legal needs.

Stephen Westlake is a Financial Advisor at Ameriprise Financial Services, LLC located at 3741 Douglas Boulevard, Roseville, California, United States. Stephen holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Stephen offers expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical standards and continuous education, Stephen provides comprehensive financial advice to individuals and businesses, focusing on their unique needs and goals. Contact Stephen Westlake for personalized financial planning services tailored to your specific financial situation.

Hayden Parkway Apartments is a premier real estate agency located at 2801 North Hayden Parkway in Roseville, California. Our apartments offer modern amenities, spacious floor plans, and a convenient location near shopping, dining, and entertainment options. Our dedicated team is committed to providing top-notch customer service and ensuring that our residents have a comfortable and enjoyable living experience. Contact us today to schedule a tour and see why Hayden Parkway Apartments is the perfect place to call home.

Michael Hall, Bankers Life Agent is a trusted insurance agency located at 1544 Eureka Road in Roseville, California. Specializing in providing comprehensive insurance solutions, Michael Hall offers a range of products to meet the individual needs of clients. With a focus on customer service and personalized attention, clients can feel confident knowing they are in good hands when working with Michael Hall, Bankers Life Agent. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Michael Hall is dedicated to helping you protect what matters most. Contact them today to discuss your insurance needs and secure your financial future.

Brandon Schuette, Bankers Life Agent is an insurance agency located at 1544 Eureka Road in Roseville, California. As a representative of Bankers Life, Brandon Schuette offers a range of insurance products and services to help clients protect their financial future. With a focus on providing personalized and tailored solutions, Brandon Schuette is committed to helping individuals and families navigate the complexities of insurance planning. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Brandon Schuette, Bankers Life Agent is here to help you secure your financial well-being. Visit us today to learn more about our offerings and how we can assist you in achieving your insurance goals.

Dustin Lovinger, Bankers Life Agent is a trusted insurance agency located at 1512 Eureka Road in Roseville, California. Specializing in providing comprehensive insurance solutions, our dedicated team is committed to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, we strive to ensure our clients have peace of mind knowing they are covered in times of need. Contact us today to learn more about our services and how we can help you secure the right insurance coverage for your specific needs.

Traci Paidl, Bankers Life Agent is an insurance agency located at 1512 Eureka Road in Roseville, California. As a Bankers Life Agent, Traci Paidl offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and tailored insurance solutions, Traci Paidl is committed to helping clients find the coverage that best meets their needs. Whether it's life insurance, long-term care insurance, or retirement planning, Traci Paidl is dedicated to providing expert guidance and support to ensure peace of mind and security for her clients.

Julie Hale, Bankers Life Agent is an insurance agency located at 1512 Eureka Road in Roseville, California, United States. Specializing in providing a range of insurance products and services, Julie Hale is dedicated to helping individuals and families protect their financial well-being. With a focus on personalized service and expert advice, Julie Hale, Bankers Life Agent is committed to helping clients find the right insurance solutions to meet their unique needs. Contact us today to learn more about our insurance offerings and how we can help you secure your future.

Ann Duty, Bankers Life Agent is a reputable insurance agency located at 1512 Eureka Road in Roseville, California, United States. Specializing in providing comprehensive insurance solutions, Ann Duty and her team of experienced professionals are dedicated to helping clients protect their financial assets and plan for the future. With a commitment to personalized service and a wide range of insurance products, including life, health, and retirement plans, Ann Duty, Bankers Life Agent is a trusted partner in ensuring peace of mind for individuals and families. Contact them today to discuss your insurance needs and secure your financial future.

Robert Rettinhouse - Prudential Financial is a reputable finance and insurance agency located at 2998 Douglas Boulevard in Roseville, California, United States. With a strong focus on providing top-notch financial services and insurance products, our dedicated team of professionals is committed to helping clients secure their financial future. Whether you are looking for investment opportunities, retirement planning, or comprehensive insurance coverage, Robert Rettinhouse - Prudential Financial is here to assist you every step of the way. Contact us today to schedule a consultation and start building a solid financial foundation.

Sequoia Advisory Group Financial & Insurance Services is a leading finance and insurance agency located at 1225 Pleasant Grove Boulevard in Roseville, California. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals and protect their assets. Whether you are looking to invest for the future, plan for retirement, or secure your family's financial future, we are here to help. Contact us today to learn more about how Sequoia Advisory Group can assist you in reaching your financial goals.

Morgan Stanley Financial Advisors is a leading financial institution located at 1478 Stone Point Drive in Roseville, California, United States. As a trusted name in the finance industry, our team of experienced advisors provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Morgan Stanley Financial Advisors is here to help. Contact us today to schedule a consultation and start building a secure financial future.

Tony Owings - Raymond James is a reputable finance institution located at 4240 Rocklin Road in Roseville, California, United States. With a focus on personalized financial planning and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer tailored solutions to meet your individual needs. Trust Tony Owings - Raymond James to provide expert guidance and support as you navigate the world of finance.

Sutter Wealth Management is a premier financial institution located at 3500 Douglas Boulevard in Roseville, California. As a trusted leader in the finance industry, Sutter Wealth Management provides expert guidance and personalized strategies to help clients achieve their financial goals. With a dedicated team of professionals and a commitment to excellence, Sutter Wealth Management is the go-to destination for comprehensive wealth management services in the United States.

Jeffrey A Ringholm, a financial advisor at Ameriprise Financial Services, LLC located at 1430 Blue Oaks Boulevard in Roseville, California, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Jeffrey A Ringholm is equipped to provide expert advice on asset management, investment strategies, estate planning, retirement planning, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Jeffrey A Ringholm has the knowledge and expertise to help you achieve your financial goals. Contact Jeffrey A Ringholm today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Jeff Sinclair, CFP®|AAMS™|CRPC™ is a trusted financial institution located at 9600 Fairway Drive in Roseville, California, United States. Jeff Sinclair, a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing comprehensive financial planning, Edward Jones is committed to helping individuals and families secure their financial future. Contact Jeff Sinclair today to schedule a consultation and start planning for a brighter tomorrow.

Mitch Satz - Financial Advisor at Ameriprise Financial Services, LLC, located at 1430 Blue Oaks Boulevard, Roseville, California, United States, is a recipient of the 2023 Ameriprise Client Experience Award. Specializing in finance, Mitch Satz offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on retirement, education, major purchases, and more, Mitch documents goals, regularly reviews progress, and adjusts strategies as needed. Clients have secure access to their investments and accounts from any device. Those considering financial planning can schedule a complimentary initial consultation to discuss their needs and goals. Ameriprise Financial Services, LLC provides personalized advice to help clients achieve short and long-term financial success, with a focus on building trusting relationships with financial advisors. Mitch Satz, a registered investment advisor with Ameriprise Financial Services, LLC, is available to conduct securities business with residents of specific states where he is properly registered. The institution offers investment products and services with potential risks including loss of principal and fluctuation in value. Overall, Ameriprise Financial Services, LLC aims to help clients reach their financial goals and secure a more confident financial future.