TOP 10 Tailored estate planning in San Mateo, CA
21 results found
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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 -
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 Offices of Daniel L. DuRee
● ClosedThe Law Offices of Daniel L. DuRee is a trusted institution located in Mountain View, California, with additional offices in Walnut Creek, San Mateo, San Francisco, and Marin County. Specializing in estate planning, real estate, and business law, our team is dedicated to helping individuals across Northern California with their legal needs since 2014. Attorney Dan DuRee, selected to Rising Stars®, is experienced in creating wills, establishing trusts, avoiding probate, and more. With a focus on personalized attention and accessibility, our firm provides top-notch legal services to help clients make well-informed choices about their future. Whether you need assistance with estate planning, real estate transactions, or business law matters, our team is here to guide you through each step of the process. Contact us at (855) 963-0987 to schedule a free consultation and learn how we can help you find a solution tailored to your specific needs.
800 W El Camino Real #180, Mountain View, CA 94040, United States -
Baymark Financial Inc
● OpenBaymark Financial Inc is a leading finance institution located at 177 Bovet Road in San Mateo, California. With a strong reputation for excellence in the financial industry, Baymark Financial Inc offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, our team of experts is dedicated to providing top-notch service and guidance. Trust Baymark Financial Inc to help you navigate the complexities of the financial world and achieve your goals.
177 Bovet Rd # 100, San Mateo, CA 94402, United States -
Giles M Mobile Notary & Fingerprint Services
● OpenGiles M Mobile Notary & Fingerprint Services is a finance institution located on Malcolm Avenue in Oakland, California, United States. Specializing in On-Site Live Scan Fingerprints, Mobile Notary Public, and Mobile Notary Loan Signing Agent Services in the Greater Oakland Bay area, the organization is dedicated to providing expert and reliable services to its clients. The team at Giles M Mobile Notary & Fingerprint Services ensures that every notarization and livescan fingerprinting is done accurately and efficiently. With a commitment to staying up-to-date with industry standards and regulations, the professionals at the institution deliver personalized solutions tailored to meet the specific needs of each client.
Mobile Services only Near, Malcolm Ave, Oakland, CA 94605, United States -
Shjeflo, Riley & Cruz LLP
● OpenShjeflo, Riley & Cruz LLP is a reputable law firm located at 2000 Alameda de las Pulgas in San Mateo, California, United States. Our team of experienced attorneys is dedicated to guiding you through the legal process with care and expertise. We understand that every case is unique, which is why we offer personalized solutions tailored to your specific needs. With over 40 years of experience serving clients in San Francisco and Silicon Valley, we have built a strong reputation for delivering successful results. Whether you need assistance with inheritance and estate planning for loved ones overseas or legal advice on a complex matter, our team is here to help.
2000 Alameda de las Pulgas #250, San Mateo, CA 94403, United States -
Rivkin Firm
● ClosedRivkin Firm is a prestigious law firm located at 951 Mariners Island Boulevard in San Mateo, California. With a team of highly skilled and experienced lawyers, Rivkin Firm specializes in providing top-notch legal services to clients in a variety of practice areas. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a business dispute, Rivkin Firm is dedicated to providing expert guidance and support to help you achieve the best possible outcome. Trust Rivkin Firm to provide professional and personalized legal services tailored to meet your specific needs.
951 Mariners Island Blvd #300, San Mateo, CA 94404, United States -
Anderlini & McSweeney LLP
● ClosedAnderlini & McSweeney LLP is a reputable law firm located in San Mateo, California, offering a wide range of legal services to clients throughout the state. With over 100 years of combined legal experience, our attorneys are well-equipped to handle various cases, including business, real estate, corporate matters, estate planning, probate, trust administration, personal injury, and litigation. Our team consists of seasoned veterans and young legal talent, ensuring a comprehensive approach to legal representation. Known for our professionalism, legal acumen, and high ethical standards, we have maintained the highest rating among California law firms. Our attorneys have held leadership positions in various legal organizations and are well-respected by judges, arbitrators, and insurance claims adjusters in the San Mateo Superior Court. We excel in dispute resolution through arbitration, mediation, and litigation, with a track record of successful resolutions in various legal matters.
66 Bovet Rd #285, San Mateo, CA 94402, United States -
Credere Law
● ClosedCredere Law, located at 1811 Santa Rita Road in Pleasanton, California, is a full-service law firm specializing in corporate transaction, estate planning, and family law. Serving clients in San Francisco, Silicon Valley, and Los Angeles, our experienced attorneys offer expertise in business contract review, structuring business entities, estate planning services such as trusts and wills, as well as handling family law matters including divorces and child custody cases. With offices in San Mateo and Pasadena, our lawyers are actively involved in local industry and community organizations, ensuring that we understand the unique needs of our clients and provide tailored legal solutions. Contact us at (650) 308-8624 for the San Mateo office or (626) 828-0139 for the Pasadena office.
1811 Santa Rita Rd #130, Pleasanton, CA 94566, United States -
Brainin Law Office
● OpenBrainin Law Office is a forward-thinking law firm located at 2855 Kifer Road in Santa Clara, California, dedicated to providing innovative solutions for your family, investment, and business needs. Specializing in family and asset protection, estate planning, wealth preservation, business succession, and real estate investment, our team of legal experts is committed to helping individuals and families in the San Francisco Bay Area secure their futures for tomorrow. With over 25 years of experience, Gary Brainin is known for his professionalism, knowledge, and problem-solving skills. Whether you need assistance with estate planning, business succession, or asset protection, Brainin Law Office is here to help you achieve your goals today and for years to come. Serving all cities in San Mateo and Santa Clara County, our team is dedicated to providing exceptional legal services tailored to your unique needs. Contact us today to schedule a consultation and start planning for a secure future.
2855 Kifer Rd #220, Santa Clara, CA 95051, United States -
Law Office of George Anezinos
● ClosedThe Law Office of George Anezinos is a personalized, practical, and passionate legal services provider located at 533 Airport Boulevard in Burlingame, California. Specializing in Real Estate, Estate Planning, Tax Resolution, and Small Business Matters, George Anezinos takes pride in offering excellent legal services tailored to each client's individual needs. With a personal connection and passion for these industries, Mr. Anezinos brings a unique perspective to his practice, drawing from his early experiences in entrepreneurship. Admitted to practice law in California and before the United States Tax Court, Mr. Anezinos is a member of the Business Law, Real Estate Law, and Taxation Sections of the California Bar, as well as the Bar Association of San Francisco and the San Mateo County Bar Association. A graduate of Chapman Law School with a focus on Taxation Law, Mr. Anezinos has received various awards for his outstanding achievements in the field.
533 Airport Blvd. #300, Burlingame, CA 94010, United States -
Vectis Law Group
● OpenVectis Law Group is a reputable law firm located at 1900 South Norfolk Street in San Mateo, California. With a team of experienced and skilled attorneys, Vectis Law Group is dedicated to providing high-quality legal services to clients in various practice areas. From business law and real estate to estate planning and litigation, the firm offers comprehensive legal solutions tailored to meet the individual needs of each client. With a commitment to excellence and a focus on achieving favorable outcomes, Vectis Law Group is a trusted partner for legal representation in the United States.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Shjeflo, Riley & Cruz LLP
● OpenShjeflo, Riley & Cruz LLP is a reputable law firm located at 2000 Alameda de las Pulgas in San Mateo, California. Our team of experienced attorneys is dedicated to providing personalized legal solutions to clients throughout San Francisco and Silicon Valley. We understand that navigating the legal process can be overwhelming, which is why we are committed to guiding you every step of the way. Our tailored approach ensures that we find the best possible solution for your unique needs.
2000 Alameda de las Pulgas #250, San Mateo, CA 94403, United States -
Payne Financial Consulting
● OpenPayne Financial Consulting is a leading finance institution located at 1900 South Norfolk Street in San Mateo, California. Our team of experienced financial consultants are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Payne Financial Consulting is here to help you navigate the complex world of finance. Trust us to provide expert guidance and support as you work towards achieving your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
1900 S Norfolk St # 215, San Mateo, CA 94403, United States -
Lincoln Financial Advisors
● OpenLincoln Financial Advisors is a leading financial institution located at 1510 Fashion Island Boulevard in San Mateo, California. As a trusted name in the world of finance, Lincoln Financial Advisors provides expert guidance and personalized financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Lincoln Financial Advisors is dedicated to providing top-tier financial services to clients in the United States.
1510 Fashion Island Blvd # 210, San Mateo, CA 94404, United States -
Merrill Lynch Financial Advisor Dane R Tinley
● OpenMerrill Lynch Financial Advisor Dane R Tinley is a reputable finance institution located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our team is here to help guide you every step of the way. Trust Merrill Lynch Financial Advisor Dane R Tinley to provide you with expert financial advice and strategies tailored to your specific needs.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Paul M Luciano
● OpenMerrill Lynch Financial Advisor Paul M Luciano is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. They specialize in developing personalized financial strategies for accomplished individuals, including founders, executives, venture capitalists, and entrepreneurs in Silicon Valley and beyond. The institution focuses on cultivating trust-based relationships and providing comprehensive wealth management services. Their team of advisors aims to educate clients and their families on financial planning, ensuring a legacy of financial wisdom across generations. They offer a planning-centered approach, tailored portfolios, and access to a full spectrum of resources from Bank of America. Collaborating with clients' other advisors, such as CPAs and attorneys, they strive for tax minimization and effective estate planning. The institution believes in delivering fact-based strategies, the power of synergy, and tailored communication to help clients achieve their financial goals. Merrill Lynch Financial Advisor Paul M Luciano is committed to consistently delivering value and appropriate solutions to support clients in achieving their financial aspirations.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Maheras Wealth Management
● OpenMaheras Wealth Management is a leading finance institution located at 155 Bovet Road in San Mateo, California, United States. Our dedicated team of financial experts is committed to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on investment planning, retirement planning, and estate planning, we strive to provide comprehensive financial solutions tailored to each client's unique needs. Trust Maheras Wealth Management to guide you towards a secure financial future.
155 Bovet Rd, San Mateo, CA 94402, United States -
Merrill Lynch Wealth Management
● OpenMerrill Lynch Wealth Management, located at 101 South Ellsworth Avenue in San Mateo, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, businesses, executives, and institutions. The experienced advisors at the branch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments, retirement income planning, and guidance on concentrated stock positions, Merrill Lynch Wealth Management also offers access to Bank of America's estate planning services. The advisors at the branch are dedicated to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to help them achieve long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources to help you pursue your financial and life goals. If you are passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and receive training and support from the Academy at Bank of America. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
The Family Wealth Management Group - UBS Financial Services Inc.
● OpenThe Family Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 400 South El Camino Real, San Mateo, California, United States. Specializing in wealth management for families, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, The Family Wealth Management Group provides personalized solutions tailored to each client's unique needs and circumstances. Whether it's investment planning, retirement planning, or estate planning, clients can trust in the expertise and dedication of The Family Wealth Management Group to help them navigate the complexities of the financial world and make informed decisions for their financial well-being.
400 S El Camino Real #900, San Mateo, CA 94402, United States -
Gtf Financial Services Llc
● ClosedGTF Financial Services LLC is a reputable accounting and finance institution located at 630 North San Mateo Drive, San Mateo, California, United States. With a team of experienced professionals, GTF Financial Services LLC offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, GTF Financial Services LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
630 N San Mateo Dr, San Mateo, CA 94401, United States
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