TOP 10 Tailored estate planning in California
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East West Bank
● ClosedWelcome to East West Bank, located at 27421 Hawthorne Boulevard, Rolling Hills Estates, California. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, we began as a community bank dedicated to supporting immigrants who were often overlooked by mainstream financial institutions. Our rich heritage is celebrated in "The Bridge," a documentary by the East West Bank Foundation, highlighting five decades of perseverance and success within the AAPI community in pursuit of the American dream. At East West Bank, we are proud to have rising star Rose Zhang as our brand and cultural ambassador. Her achievements underscore the importance of a robust foundation in driving excellence and results.
27421 Hawthorne Boulevard, Rolling Hills Estates, California 90274, United States -
First Foundation Bank
● ClosedWelcome to First Foundation Bank, your trusted financial partner located at 4A Peninsula Center, Rolling Hills Estates, California. Our Rolling Hills Estates branch is dedicated to providing exceptional banking and financial services tailored to meet your needs. As a Member FDIC and Equal Housing Lender, we offer a wide range of deposit and loan products designed to help you achieve your financial goals. In addition to our banking services, First Foundation Advisors, an SEC-Registered Investment Advisor, provides expert investment and advisory services to help you manage and grow your wealth. Our trust and insurance services are also available through First Foundation Bank, with First Foundation Insurance Services holding the license number #0H38553.
4A Peninsula Center, Rolling Hills Estates, California 90274, United States -
West Shores Financial
● ClosedWelcome to West Shores Financial, your trusted partner in navigating the complex world of finance. Conveniently located at 449 Silver Spur Road in the heart of Rolling Hills Estates, California, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. At West Shores Financial, we understand that financial planning is not a one-size-fits-all approach. Our team of experienced professionals is committed to delivering comprehensive financial services, including investment management, retirement planning, tax strategies, and wealth preservation. We take pride in building long-lasting relationships with our clients, ensuring that each financial strategy is aligned with their goals and aspirations.
449 Silver Spur Road, Rolling Hills Estates, California 90274, United States -
Single Parents Alliance
● OpenWelcome to Single Parents Alliance, your trusted financial partner located at 609 Deep Valley Drive, Rolling Hills Estates, California. We are dedicated to providing essential financial services tailored specifically for single parents. At Single Parents Alliance, we understand the unique challenges that single parents face, and our mission is to offer convenient and reliable financial solutions to support your journey. Our ATM services ensure easy access to your funds whenever you need them, with a focus on security and efficiency. Whether you're managing daily expenses or planning for the future, our team is here to help you navigate your financial needs with confidence and ease.
609 Deep Valley Drive, Rolling Hills Estates, California 90274, United States -
Berkeley Standard
● ClosedBerkeley Standard is a reputable car repair and store institution located at 2084 East Francis Street in Ontario, California, United States. With a team of skilled technicians and a wide range of automotive products, Berkeley Standard is dedicated to providing top-notch service and quality products to meet all of your car repair needs. Whether you're in need of routine maintenance or more extensive repairs, you can trust Berkeley Standard to deliver exceptional service and expertise. Visit us today and experience the Berkeley Standard difference for yourself.
2084 E Francis St, Ontario, CA 91761, United States -
Piazza Piccola Italia
● ClosedPiazza Piccola Italia, located at 350 West Julian Street in San Jose, California, is a charming food restaurant that is also home to the Little Italy San Jose Cultural Center & Museum. This institution serves the entire community and is the heart of Little Italy San Jose. The construction of this exciting project is complete, but fundraising efforts continue to support the Museum's programming and exhibits. For those looking to leave a lasting impact, charitable gift planning is a special way to ensure that your legacy reflects the ideas and values you cherish most. By including the Little Italy San Jose Foundation in your estate planning, you can make a meaningful contribution to the Cultural Center & Museum and leave a lasting legacy for the Italian American community and the Little Italy San Jose business district.
350 W Julian St #5, San Jose, CA 95110, United States -
LuxPro® USA
● OpenLuxPro® USA is a prestigious institution located at 275 East Hillcrest Drive in Thousand Oaks, California. Specializing in VIP Concierge Service with a focus on yacht charters, LuxPro® offers unparalleled luxury and efficiency for discerning travelers. From coordinating transfers and flights to planning special events, LuxPro® ensures a personalized VIP experience where customers always come first. In addition to their travel services, LuxPro® also offers Private Flight Services, providing access to a fleet of private jets with a commitment to personalized service and safety standards. Their estate managers are top-level executives who handle large households and complex properties, working directly with owners to manage property and household staff.
275 E Hillcrest Dr Suite No. 160, Thousand Oaks, CA 91360, United States -
New York Life Insurance Company
● OpenNew 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 -
James K Mason Insurance Services LLC
● OpenJames K Mason Insurance Services LLC is a reputable insurance agency located in San Mateo, California. Specializing in commercial insurance for small businesses with less than 150 employees, we offer a wide range of insurance options including General Liability, Auto, Property, Workers Compensation, Cyber, Umbrella, Employment Practices, Bonds, Professional Liability, Equipment Breakdown, and Inland Marine. Our agency serves as a one-stop shop for all your commercial insurance needs, providing personalized solutions tailored to your specific industry. We have extensive experience working with real estate income properties, auto repair shops, wholesale food distributors, and more.
300 San Mateo Dr # 1, San Mateo, CA 94401, United States -
The BFIS | The Brighton Financial and Insurance Services
● ClosedThe BFIS, also known as The Brighton Financial and Insurance Services, is a reputable finance and insurance agency located in San Ramon, California. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help. Visit us at 2258 Camino Ramon to learn more about how we can assist you in achieving your financial goals.
2258 Camino Ramon, San Ramon, CA 94583, United States -
Barnett & Associates Insurance and Financial Services
● ClosedBarnett & Associates Insurance and Financial Services is a reputable institution located at 2601 Airport Drive, Torrance, California, United States. As an insurance agency, we offer a wide range of employee benefits, personal insurance, and life insurance solutions to protect what matters most to our clients. In addition to insurance services, we also provide real estate services in California. Our independent agency is dedicated to helping clients plan for their future by offering services such as combining home and auto insurance, health insurance coverage, employee benefits planning, and life insurance protection. We strive to build long-term relationships with our clients that go beyond just transactions, lasting for generations to come.
2601 Airport Dr #280, Torrance, CA 90505, United States -
Stanley L. Compton Insurance Services, Inc.
● OpenStanley L. Compton Insurance Services, Inc. is a leading finance and insurance agency located in Los Angeles, California, United States. With over 50 years of financial expertise, we pride ourselves on providing world-class insurance and financial solutions for individuals and business owners. Whether you are in need of term or permanent life insurance, we offer tailored solutions to meet your specific needs. Our specialties include key person insurance, financed life insurance, and tax deductible life insurance for high incomes.
West Hills, CA 91308, United States -
FELDER LAW, A Professional Law Corporation
● OpenFelder Law, A Professional Law Corporation is a trusted legal institution located at 2829 Townsgate Road in Westlake Village, California. Specializing in various areas of law, including estate planning, probate, trust administration, and business law, our team of experienced lawyers is dedicated to providing high-quality legal services to clients in the United States. With a focus on personalized attention and tailored legal solutions, Felder Law is committed to helping individuals and businesses navigate complex legal issues with confidence and peace of mind. Contact us today to schedule a consultation and learn more about how we can assist you with your legal needs.
2829 Townsgate Rd STE 100, Westlake Village, CA 91361, United States -
Law Offices of Ron A. Kamran
● OpenThe Law Offices of Ron A. Kamran is a prestigious legal institution located at 100 Spectrum Center Drive in Irvine, California. Specializing in various areas of law, including personal injury, immigration, and criminal defense, our team of experienced attorneys is dedicated to providing exceptional legal representation and achieving favorable outcomes for our clients. With a proven track record of success, we strive to uphold the highest standards of professionalism and integrity in all of our legal services. Contact us today for expert legal assistance tailored to your unique needs.
100 Spectrum Center Dr #900, Irvine, CA 92618, United States -
The Bains Law Offices
● ClosedThe Bains Law Offices is a trusted Fresno family law firm located at 516 West Shaw Avenue in Fresno, California, United States. Our team of experienced lawyers is dedicated to providing clients with peace of mind during difficult times. We specialize in all areas of family law, including divorce, child custody, adoption, division of assets, and more. Our goal is to support our clients throughout their entire case, ensuring that their rights are protected and their best interests are represented. In addition to family law, we also have expertise in immigration law, helping individuals navigate the complex and ever-changing legal landscape when coming to America from other countries. We understand the importance of careful estate planning to ensure that your loved ones are taken care of in the event of your passing or disability.
516 W Shaw Ave #200, Fresno, CA 93704, United States -
Law Office of Tuan Le
● ClosedLocated at 333 City Boulevard West in Orange, California, the Law Office of Tuan Le is a top immigration lawyer and estate planning attorney serving individuals, families, and businesses. With a focus on personalized representation tailored to each unique case, Mr. Le is a member of the State Bar of California and practices in various U.S. District and Bankruptcy Courts. The institution offers legal services in immigration law, bankruptcy law, and estate planning, assisting clients with visas, bankruptcy filings, and asset transfers. Whether you need help with immigration matters, bankruptcy cases, or estate planning, the Law Office of Tuan Le is dedicated to achieving the best possible outcome for you. Contact them today for expert legal advice and representation.
333 City Blvd W Suite, 1700, Orange, CA 92868, United States -
Siegwart German American Law
● ClosedSiegwart German American Law is a prestigious law firm located in Burlingame, California. Specializing in German and American law, our team of experienced lawyers provides expert legal services to clients in both countries. Conveniently situated at 1799 Old Bayshore Highway, our firm offers personalized and professional representation for a wide range of legal matters. Whether you are in need of assistance with business transactions, immigration issues, or estate planning, Siegwart German American Law is dedicated to providing top-notch legal solutions tailored to meet your specific needs. Trust us to navigate the complexities of the legal system and advocate for your best interests.
1799 Old Bayshore Hwy, Burlingame, CA 94010, United States -
Shauna L Chastain Law Office
● OpenShauna L Chastain Law Office is a reputable legal institution located at 711 Jefferson Street in Fairfield, California, United States. Specializing in various areas of law, Shauna L Chastain and her team provide expert legal counsel and representation to clients in need. With a commitment to professionalism, integrity, and client satisfaction, this law office is dedicated to delivering top-notch legal services tailored to each individual case. Whether you are facing a criminal charge, dealing with a family law matter, or seeking assistance with estate planning, Shauna L Chastain Law Office is here to provide you with the legal support and guidance you need. Contact them today to schedule a consultation and discuss your legal needs.
711 Jefferson St, Fairfield, CA 94533, United States -
Lawrence Judith E
● OpenLawrence Judith E is a respected law firm located at 615 Green Street in Martinez, California. Specializing in various areas of law, including but not limited to personal injury, family law, and estate planning, Lawrence Judith E offers expert legal services to clients in need of professional representation. With a commitment to providing personalized attention and tailored solutions to each case, the team at Lawrence Judith E strives to achieve the best possible outcomes for their clients. Trust in Lawrence Judith E for all your legal needs in Martinez, California.
615 Green St, Martinez, CA 94553, United States -
Senior Legal Services
● ClosedSenior Legal Services is a reputable law firm located at 317 Soquel Avenue in Santa Cruz, California. Specializing in providing legal assistance to seniors, our team of experienced lawyers is dedicated to ensuring the rights and well-being of our elderly clients. From estate planning and probate to social security and elder abuse cases, we offer a wide range of legal services tailored to meet the specific needs of older individuals. With a compassionate and client-centered approach, Senior Legal Services is committed to providing high-quality legal representation for seniors in the Santa Cruz area.
317 Soquel Ave, Santa Cruz, CA 95062, United States -
MJ Law
● OpenMJ Law is a reputable law firm located at 1885 The Alameda in San Jose, California. Specializing in various legal matters, the experienced team at MJ Law provides expert legal advice and representation to clients in need of professional assistance. Whether you are facing a personal injury case, need assistance with estate planning, or require legal guidance in a business matter, MJ Law is dedicated to providing top-notch legal services tailored to meet your specific needs. Trust MJ Law to navigate the complexities of the legal system and work tirelessly to achieve the best possible outcome for your case.
1885 The Alameda #130, San Jose, CA 95126, United States -
Ganjoo Law Office
● ClosedGanjoo Law Office is a reputable legal institution located at 1550 The Alameda in San Jose, California. Specializing in various areas of law, the experienced team of lawyers at Ganjoo Law Office provides expert legal advice and representation to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require help with a business matter, Ganjoo Law Office is dedicated to providing top-notch legal services tailored to meet your specific needs. Trust Ganjoo Law Office for professional and reliable legal assistance in San Jose and beyond.
1550 The Alameda #155, San Jose, CA 95126, United States -
YZ Law Group LLP
● ClosedYZ Law Group LLP is a prestigious law firm located at 1900 South Norfolk Street in San Mateo, California. Specializing in a wide range of legal services, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. Whether you are facing a complex litigation case or need assistance with estate planning, our firm is committed to delivering exceptional legal solutions tailored to your individual needs. With a reputation for excellence and a track record of success, YZ Law Group LLP is the trusted choice for individuals and businesses seeking reliable and effective legal services in the San Mateo area.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Law Office of Nirwan & Associates
● ClosedThe Law Office of Nirwan & Associates is a reputable institution specializing in accounting, finance, and legal services. Located at 1104 Corporate Way in Sacramento, California, United States, our team of experienced professionals is dedicated to providing top-notch assistance to clients in need of expert guidance in matters related to accounting, finance, and legal issues. Whether you require assistance with tax planning, financial management, or legal representation, our firm is committed to delivering exceptional service tailored to meet your specific needs. Contact us today to schedule a consultation and learn more about how we can help you achieve your goals.
1104 Corporate Way, Sacramento, CA 95831, United States -
Deason Law, P.C.
● ClosedDeason Law, P.C. is a reputable law firm located at 3130 Duncan Road in San Luis Obispo, California. Specializing in various legal matters, the experienced team at Deason Law, P.C. is dedicated to providing high-quality legal services to their clients. From personal injury cases to estate planning and business law, the firm offers comprehensive legal solutions tailored to meet the unique needs of each individual. With a focus on professionalism, integrity, and personalized attention, Deason Law, P.C. is committed to achieving the best possible outcome for their clients. Contact them today for expert legal representation in California.
3130 Duncan Rd Suite 101, San Luis Obispo, CA 93401, United States -
Black & Black
● ClosedBlack & Black is a prestigious law firm located at 320 Alisal Road in the picturesque town of Solvang, California. With a team of highly skilled and experienced lawyers, Black & Black is dedicated to providing top-notch legal services to clients in need of assistance with a wide range of legal matters. From personal injury cases to business law, estate planning to criminal defense, the firm offers comprehensive legal solutions tailored to meet the unique needs of each client. With a reputation for excellence and a commitment to achieving the best possible outcomes for their clients, Black & Black is a trusted name in the legal community.
320 Alisal Rd, Solvang, CA 93463, United States -
Korling Law
● ClosedKorling Law is a reputable institution located at 1135 Eugenia Place in Carpinteria, California, United States. Specializing in Estate Planning, their services are tailored to meet the specific needs of each client, with a focus on Probate avoidance through the use of Living Trusts. The carefully drafted Estate Plan Documents aim to not only achieve the client's goals, but also minimize future conflicts and disputes that could lead to litigation. In addition to Trusts and Living Trusts, Korling Law offers a range of Estate Planning services including Wills, Financial Power of Attorney, and Medical Power of Attorney. Founder Maya M. Korling is a member of both the Israeli Bar and the California Bar Association, with experience in Immigration law and Real Estate law.
1135 Eugenia Pl, Carpinteria, CA 93013, United States -
Black & Black
● ClosedBlack & Black is a prestigious law firm located at 1114 State Street in the vibrant city of Santa Barbara, California. With a team of highly skilled and experienced attorneys, Black & Black specializes in a wide range of legal services, including civil litigation, criminal defense, family law, and estate planning. Clients can expect personalized attention, strategic legal advice, and aggressive representation to achieve the best possible outcomes for their cases. Whether you are facing a complex legal issue or simply need guidance on your rights, Black & Black is dedicated to providing top-notch legal services tailored to meet your needs.
1114 State St Suite 272, Santa Barbara, CA 93101, United States -
The Law Offices of Anna C. Brace
● OpenThe Law Offices of Anna C. Brace is a reputable legal institution located at 26933 Camino De Estrella in Dana Point, California. Specializing in various areas of law, including family law, estate planning, and business law, attorney Anna C. Brace provides expert legal services to clients in need of professional representation. With a focus on personalized attention and tailored legal solutions, the Law Offices of Anna C. Brace is dedicated to achieving the best possible outcomes for their clients. Contact them today for experienced and compassionate legal assistance.
26933 Camino De Estrella, Dana Point, CA 92624, United States -
DeCosimo Law
● ClosedDeCosimo Law is a legal institution located at 27555 Ynez Road, Temecula, California, United States. Specializing in estate planning, DeCosimo Law offers comprehensive services to ensure that your loved ones and assets are protected in case of the unexpected. With a focus on planning for everyone you love and everything you have, DeCosimo Law conducts Family Wealth Planning Sessions to help you understand the legal and financial implications of your current estate plan. Whether you need a revocable living trust or advanced estate planning services, the experienced attorneys at DeCosimo Law will work with you to create a customized plan that meets the needs of your family.
27555 Ynez Rd Ste 110, Temecula, CA 92591, United States
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- Tailored estate planning in Agoura Hills
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