TOP 30 Trusts and estates in City of Industry, California

The AM and B Group - Morgan Stanley is a renowned finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. With a strong presence in the financial industry, they offer a wide range of services including wealth management, investment banking, and advisory services. Their team of experienced professionals are dedicated to providing top-notch financial solutions to their clients. Whether you are looking to grow your wealth or plan for the future, The AM and B Group - Morgan Stanley is the trusted partner you need.

Eileen O'Reilly is a trusted real estate professional with O'Reilly Property Group and EXP Realty, located at 1350 Old Bayshore Highway in Burlingame, California. With years of experience in the real estate industry, Eileen offers expert guidance and personalized service to help clients buy, sell, or invest in properties. Whether you're looking for your dream home or seeking to maximize the value of your investment, Eileen O'Reilly and her team are dedicated to helping you achieve your real estate goals. Contact them today to learn more about their services and how they can assist you in your real estate journey.

Laguna Beach Estate Sales is a premier institution located at 668 North Coast Highway in the beautiful coastal town of Laguna Beach, California, United States. Specializing in finance and jewelry, this store offers a wide range of high-quality items for sale, including estate pieces, fine jewelry, and luxury watches. With a reputation for excellence and expertise in the industry, Laguna Beach Estate Sales is a trusted destination for those looking to buy or sell valuable assets. Visit us today to experience the luxury and sophistication that Laguna Beach Estate Sales has to offer.

Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Essential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.

PennyMac Commercial Real Estate Finance is a leading finance institution located at 36 Discovery in Irvine, California, United States. Specializing in commercial real estate financing, they provide innovative financial solutions to businesses and investors looking to acquire, refinance, or develop properties. With a team of experienced professionals and a commitment to excellence, PennyMac Commercial Real Estate Finance is a trusted partner for all your commercial real estate financing needs.

Bank of America Private Client Advisor Kevin D Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank in San Diego, California. With a focus on ultra-high-net-worth clients, Kevin provides personalized wealth management strategies by collaborating with professionals across Bank of America and its affiliates. He brings over a decade of experience in the financial industry, holding the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts in economics and sociology. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering tailored financial solutions to meet the needs and goals of individuals, families, businesses, and institutions. With a commitment to innovation and a long history of serving clients' best interests, Bank of America Private Bank strives to provide disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.

Rolling Hills Estates Local Electricians is a trusted and reliable electrician service located at 7 Golden Spar Place in Rolling Hills Estates, California. Our team of skilled electricians are dedicated to providing top-quality electrical services for residential and commercial properties in the area. From simple repairs and installations to complex wiring projects, we have the expertise to handle all your electrical needs. With a commitment to customer satisfaction and safety, Rolling Hills Estates Local Electricians is the go-to choice for all your electrical needs in the community. Contact us today for a free estimate and experience the difference our professional service can make for your property.

Flex Tax and Consulting Group is a reputable accounting and finance institution located at 1160 Battery Street in San Francisco, California, United States. With a dedicated team of professionals, they offer a wide range of services including tax preparation, financial consulting, and audit services. Their office hours are from Monday to Saturday, 10 am to 6 pm (Pacific Time). Clients have praised Flex Tax for their professionalism, thoroughness, and excellent service. Whether it's handling complex tax situations, providing clear explanations, or offering expert advice, Flex Tax has consistently delivered top-notch service. Clients have also appreciated the convenience of working with a knowledgeable and responsive team, making the tax preparation process straightforward and stress-free.

Antonious and Associates Tax Consultants INC is a leading accounting and finance institution located at 2301 Rosecrans Avenue, El Segundo, California, United States. Our dedicated team is committed to providing superior, personalized tax and accounting services to meet the unique needs of each client. We stay up-to-date on the latest developments in our fields of expertise to assist clients in achieving their financial goals. Our services include bookkeeping, tax planning, new business advisory, and more. Whether you are a new or established business, small or mid-sized, you can expect personalized support and exceptional service from our team. We also offer tax preparation services for individuals, ensuring accurate calculations and quick refunds.

Macias and Sanchez Professional Services is a trusted finance institution located at 14213 Bellflower Boulevard in Bellflower, California. With years of experience and expertise in the financial industry, our team of professionals is dedicated to providing top-notch services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help you achieve your financial goals. Visit us today to learn more about how we can assist you in securing a stable financial future.

Real Estate Accountants is a trusted institution located at 2200 Eastridge Loop in San Jose, California, United States. Specializing in accounting and finance services for real estate professionals, our team of experts is dedicated to providing accurate and reliable financial guidance to help clients make informed decisions. Whether you are a real estate investor, developer, or property manager, Real Estate Accountants can assist you with tax planning, financial reporting, and other accounting needs. Trust us to help you navigate the complexities of the real estate industry and achieve your financial goals.

Sousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.

Son and Associates, APC is an accounting and finance institution located at 2463 West 208th Street in Torrance, California. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their dedication to providing top-notch services and personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, Son and Associates, APC is committed to helping you achieve your financial goals.

Shaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.

Quick Accounting Solution is a premier institution located at 65 Enterprise, Aliso Viejo, California, United States, specializing in real estate accounting services. Our team is dedicated to managing your books efficiently, allowing you to focus on growing your business. We cater to a variety of clients including multi-family, commercial, family-owned portfolios, and HOA. Our team is highly skilled in utilizing industry-leading software such as AppFolio, Yardi, and QuickBooks to provide tailored financial reporting and accounting solutions. Whether you need monthly accounting maintenance, financial health evaluations, budget analyses, or 5 Year Forecasts, our team is here to help.

DePasquale, Kelley & Company is a leading institution in the accounting and finance industry, located at 19200 Von Karman Avenue in Irvine, California. Our practice specializes in property tax assessment, offering high-quality services to clients across various industries including hospitality, healthcare, retail, office/industrial, multi-family, and special use properties. With a national affiliation program, we provide centralized property tax management with maximum results through local expertise. Our services include valuation consulting, property tax administration, personal property compliance and audits, pre-acquisition tax estimates, new construction compliance, change in ownership affidavits, and direct assessment audits.

Abraham Vargas Real Estate Expert is a premier institution located at 1761 South Escondido Boulevard in Escondido, California, United States. Specializing in accounting, finance, and real estate services, Abraham Vargas is a trusted expert in the industry. With a wealth of knowledge and experience, they provide top-notch guidance and support for all your real estate needs. Whether you are buying, selling, or investing in property, Abraham Vargas Real Estate Expert is the go-to institution for professional and reliable assistance.

Carr Tax and Professional Services is a reputable accounting and finance institution located at 5739 Kanan Road in Agoura Hills, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax preparation, financial planning, and professional accounting services to individuals and businesses alike. Trust Carr Tax and Professional Services to handle all of your financial needs with precision and expertise.

J & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.

Estrada and Associates, founded by Vitela Camacho, is a reputable accounting and finance institution located at 397 Third Avenue in Chula Vista, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit their office today to learn more about how they can help you achieve your financial goals.

Wulstein Financial Services and Company is a reputable accounting and finance institution located at 965 Tahoe Keys Boulevard in South Lake Tahoe, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, financial planning, and investment management. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses looking to achieve their financial goals.

Welcome to Wicks Roofing and Solar Inc. Located at 940 East Santa Clara Street, Ventura, California, Wicks Roofing and Solar Inc. stands as a beacon of excellence in the fields of roofing, solar energy, energy storage, and electric vehicle (EV) charging solutions. As leading industry experts, we are committed to not only meeting but exceeding the expectations of our residential and commercial clients across San Luis Obispo, Santa Barbara, and Ventura counties.

Welcome to Horizon Home Builders Palos Verdes Estates, your trusted partner in bringing your dream home to life. Located at 2617 Vía Campesina, Palos Verdes Estates, California, we are a premier general contracting company dedicated to delivering exceptional craftsmanship and personalized service. With years of experience in the industry, our team of skilled professionals is committed to transforming your vision into reality, whether it's building a new home, renovating an existing space, or undertaking a custom project. We pride ourselves on our attention to detail, innovative solutions, and commitment to excellence. At Horizon Home Builders, we understand that your home is more than just a building; it’s a reflection of your lifestyle and aspirations. Contact us today to start your journey toward a beautifully crafted home that stands the test of time.

Welcome to Rolling Hills Estates Incredible Build Foundation, your trusted partner in construction excellence located at 4323 Palos Verdes Drive North, Rolling Hills Estates, California. As one of California’s leading general contractors, we are committed to "Building What Matters" for our clients, team members, and communities. Our approach is rooted in trust and relationships, allowing us to build a reputation for quality and reliability across diverse industries. At Rolling Hills Estates Incredible Build Foundation, we pride ourselves on our positive work culture and a strong history of promoting from within. This commitment to our team ensures that we bring experienced and motivated professionals to every project. We are dedicated to improving the communities we serve by devoting time and resources to meaningful initiatives.

Welcome to JARS and Associates, Inc., your trusted general contractor located in the heart of Gardena, California. Situated at 12816 South Western Avenue, our team is dedicated to bringing your construction visions to life with professionalism and precision. With years of industry experience, we specialize in a wide range of services, including residential and commercial construction, renovations, and project management. At JARS and Associates, Inc., we pride ourselves on delivering high-quality craftsmanship and exceptional customer service. Whether you’re planning a new build or a remodel, our skilled professionals are committed to ensuring your project is completed on time and within budget. Discover the difference of working with a contractor who values integrity, transparency, and excellence. Contact us today to discuss how we can assist with your next construction project.

Ruggeri Development and Construction, Inc. Welcome to Ruggeri Development and Construction, Inc., your trusted partner in bringing architectural visions to life. Conveniently located at 615 Sanford Avenue, Los Angeles, California, we proudly serve the vibrant communities of Los Angeles and its surrounding areas. As a premier general contractor, we specialize in a wide range of construction and development services tailored to meet the unique needs of both residential and commercial clients.

Welcome to CRM Construction, your trusted partner for commercial and industrial contracting in Long Beach, California. Conveniently located at 5353 2nd Street, we specialize in delivering top-notch construction services tailored to meet the unique needs of your business. As a premier general contractor, CRM Construction is dedicated to providing exceptional craftsmanship, innovative solutions, and unparalleled customer service for projects of all sizes and complexities. Our team of experienced professionals is committed to executing each project with precision and efficiency, ensuring your vision is brought to life on time and within budget. Whether you are looking to build a new facility, renovate an existing space, or undertake a complex industrial project, CRM Construction has the expertise and resources to exceed your expectations.

Welcome to Millie and Severson Inc., your trusted general contractor located in the heart of Los Alamitos, California. With our office conveniently situated at 3601 Serpentine Drive, we proudly serve the local community and beyond, delivering exceptional construction services tailored to meet the unique needs of each client. At Millie and Severson Inc., we specialize in a wide range of construction projects, from commercial and industrial developments to healthcare and educational facilities. Our team of experienced professionals is dedicated to providing high-quality craftsmanship, innovative solutions, and unparalleled customer service. We prioritize safety, efficiency, and sustainability in every project we undertake, ensuring that we not only meet but exceed our clients' expectations.

Welcome to My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers, your trusted legal partner located at 5150 Pacific Coast Highway, Long Beach, California. Our dedicated team of experienced attorneys is committed to defending your rights and securing the best possible outcome for your case. If you’ve been charged with a criminal or DUI offense, it's crucial to act swiftly. Our skilled Long Beach criminal defense lawyers are ready to provide you with an aggressive defense strategy tailored to your unique situation. Facing criminal charges can be life-altering, and the stress involved is often overwhelming. Our attorneys understand the gravity of your situation and are here to alleviate your concerns by offering expert legal guidance. We have a proven track record of success in defending clients against a wide array of charges, including DUI, assault, domestic violence, theft, drug offenses, and more. Whether you are guilty or innocent, our goal is to ensure you have a robust defense and a more favorable outcome.