Trusts and estates in Mill Valley, CA
28 results found
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Beth Brody | Only In Mill Valley | Compass Real Estate
● OpenBeth Brody | Only In Mill Valley | Compass Real Estate is a trusted real estate agency located at 250 East Blithedale Avenue in Mill Valley, California. Specializing in helping clients embrace life in Northern California's hidden gem, Beth Brody is known for her warmth, passion, and dedication to protecting her clients' best interests. Former clients often recommend Beth to their children, highlighting her reputation as a dynamite agent in the competitive real estate market. As a licensed real estate salesperson in California affiliated with Compass, Beth Brody and her team at Only In Mill Valley provide expert guidance and personalized service to help clients find their dream homes. Compass is a reputable real estate broker licensed in California and adheres to equal housing opportunity laws.
250 E Blithedale Ave Ste D, Mill Valley, CA 94941, United States -
Trono Team Real Estate
● OpenTrono Team Real Estate is a premier real estate agency located at 250 East Blithedale Avenue in Mill Valley, California. Led by Broker Associate Rick Trono, who has over 20 years of experience in the industry, the team prides themselves on their local knowledge, client-focused approach, and unrivaled service. Rick is known for his expertise in coastal properties and luxury homes in West Marin, having sold many prestigious properties including the historical Black Mountain Ranch. His strong negotiation skills have earned him a spot amongst the top 1% of Real Estate Professionals in the United States. Whether you're looking to buy or sell a home, Trono Team Real Estate is dedicated to providing you with the best possible outcome. Their use of the latest technology, keen sense of property valuation, and market analysis ensures a smooth and successful process for clients. With a deep understanding of Marin County, past and present, Rick and his team are well-equipped to assist you in finding your dream home or selling your current property.
250 E Blithedale Ave, Mill Valley, CA 94941, United States -
Montage Group of Silicon Valley - Morgan Stanley
● OpenMontage Group of Silicon Valley - Morgan Stanley is a prestigious finance institution located in Palo Alto, California. Situated at 1400 Page Mill Road, this institution is known for its expertise in wealth management, investment banking, and financial advisory services. With a strong presence in the heart of Silicon Valley, Montage Group of Silicon Valley - Morgan Stanley is a trusted partner for individuals and businesses looking to navigate the complex world of finance. Their team of experienced professionals is dedicated to providing personalized solutions and strategic guidance to help clients achieve their financial goals.
1400 Page Mill Rd, Palo Alto, CA 94304, United States -
Marin's Finest Real Estate
● ClosedWelcome to Marin's Finest Real Estate, your trusted partner in navigating the dynamic real estate markets of Marin, Sonoma, and San Francisco counties. Located at 1122 Grant Avenue, Novato, California, we are dedicated to serving buyers and sellers in Novato, San Rafael, Mill Valley, Belvedere, Tiburon, Sausalito, Larkspur, Greenbrae, Kentfield, San Anselmo, Fairfax, San Francisco, Petaluma, Santa Rosa, Sonoma, and Oakmont. At Marin’s Finest Real Estate, we pride ourselves on a unique blend of expert marketing, strategic pricing, and genuine customer service. Recognized among the top 10% of agents in Marin County, our team, led by San Francisco natives and longtime Marin residents Vince Sheehan and Stacy Lynch, brings over 50 years of Bay Area real estate experience to your doorstep. Our calm diligence and commitment to delivering your desired outcomes ensure you have the edge in any transaction.
1122 Grant Avenue, Novato, California 94945, United States -
First American Title Company
● ClosedFirst American Title Company is a trusted finance and insurance agency located at 10 South Knoll Road in Mill Valley, California. With a commitment to providing top-notch services, they specialize in title insurance, escrow services, and closing solutions for real estate transactions. Their team of experienced professionals ensures a smooth and efficient process for all their clients. Whether you are buying or selling a property, First American Title Company is dedicated to protecting your investment and providing peace of mind.
10 S Knoll Rd # 2, Mill Valley, CA 94941, United States -
Woodard & Associates
● ClosedWoodard & Associates is a renowned institution located at 21025 Bank Mill Lane in Saratoga, California, United States. Specializing in interior design and home remodeling, our team, led by principal designer Carol Woodard, ASID, brings a wealth of resources to Silicon Valley projects. Our clients, many of whom are busy female executives, trust us to handle the details and bring their design dreams to life. With award-winning talent, expertise in sourcing the best materials, and attentive project management, we strive to exceed expectations and transform spaces. Recognized with the NARI Lifetime Achievement Award in April 2019, Carol Woodard is a trusted expert in the industry. She was also featured on Joe Cucchiara’s podcast, Real Estate Radio Live, discussing the importance of interior design in creating healthy living and working environments.
21025 Bank Mill Ln, Saratoga, CA 95070, United States -
Pineridge
● ClosedPineridge is a reputable real estate agency located at 396 Pine Hill Road in the picturesque town of Mill Valley, California. With a team of experienced and knowledgeable agents, Pineridge specializes in helping clients buy and sell residential properties in the area. Whether you are looking for your dream home or trying to sell your current property, Pineridge is dedicated to providing top-notch service and guidance throughout the entire real estate process. Trust Pineridge to help you navigate the competitive California real estate market and find the perfect property for your needs.
396 Pine Hill Rd, Mill Valley, CA 94941, United States -
Vanguard Properties
● ClosedVanguard Properties is a real estate agency located at 352 Miller Avenue in Mill Valley, California. Our team believes in thinking differently and providing a unique experience for our clients. From the moment you step through our doors, you will feel our genuine friendliness and distinct sense of style. Our unwavering dedication is to make a difference in your real estate buying and selling experiences. Vanguard Properties, Inc. is a licensed real estate broker in the State of California, offering residential and commercial services. While we strive to provide accurate information on our website, we cannot guarantee its completeness or accuracy as it is supplied by third parties. Our listings are subject to errors, omissions, changes, or withdrawal without notice. We recommend hiring a professional to verify all dimensions before making any decisions. Trust Vanguard Properties to guide you through your real estate journey with expertise and care.
352 Miller Ave #2847, Mill Valley, CA 94941, United States -
Swift Foot Mobile Notary
● ClosedSwift Foot Mobile Notary is a professional finance institution located at 224 California Avenue in Mill Valley, California, United States. Our team of experienced notaries provides convenient and efficient mobile notary services, bringing our expertise directly to your doorstep. Whether you need documents notarized for real estate transactions, legal matters, or other important financial transactions, Swift Foot Mobile Notary is here to help. Trust us to provide reliable and accurate notary services with a swift and professional touch.
224 California Ave, Mill Valley, CA 94941, United States -
North Bay Law Group
● ClosedNorth Bay Law Group is a reputable law firm located in Mill Valley, California. Specializing in various legal matters, our team of experienced lawyers is dedicated to providing high-quality legal services to clients in the North Bay area. From personal injury cases to estate planning and business law, North Bay Law Group offers comprehensive legal representation tailored to meet the unique needs of each client. With a commitment to excellence and a track record of success, you can trust North Bay Law Group to handle your legal matters with professionalism and expertise. Visit us at 116 East Blithedale Avenue to discuss your legal needs with our knowledgeable attorneys.
116 E Blithedale Ave #2, Mill Valley, CA 94941, United States -
Gerald B. Dorfman, DORFMAN LAW OFFICE
● ClosedGerald B. Dorfman, DORFMAN LAW OFFICE is a reputable law firm located in Mill Valley, California, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, the experienced team at Dorfman Law Office is dedicated to providing top-notch legal representation and personalized services to clients. With a commitment to achieving the best possible outcomes for their clients, Gerald B. Dorfman and his team strive to deliver efficient and effective legal solutions. Contact Dorfman Law Office for expert legal advice and representation in Mill Valley, California.
Mill Valley, CA 94942, United States -
Matt Fleming Law
● ClosedMatt Fleming Law is a reputable law firm located at 655 Redwood Highway in Mill Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, our experienced team is dedicated to providing top-notch legal representation to our clients. With a focus on personalized service and achieving the best possible outcomes for our clients, Matt Fleming Law is committed to upholding the highest standards of professionalism and integrity in the legal field. Contact us today for expert legal advice and representation.
655 Redwood Hwy Suite 355, Mill Valley, CA 94941, United States -
Mayo & Mayo Law Firm
● ClosedMayo & Mayo Law Firm is a California-based institution with offices in Los Angeles and the San Francisco Bay Area. Specializing in California Real Estate, Probate, and Trust Law, our experienced lawyers provide free telephone consultations to clients. With a reasonable flat fee structure for estate planning to avoid probate, we aim to help clients navigate the complex legal processes involved in estate administration. Whether you need assistance with probate estate administration, trust administration, or real estate transactions, our team is here to help. We can guide you through the process of setting up a trust to avoid probate fees and ensure a smooth distribution of assets to beneficiaries. Additionally, we offer legal advice on real estate purchases, sales, leases, and disclosures.
100 Shoreline Hwy Suite 100B, Mill Valley, CA 94941, United States -
Law Offices of Ann Riley
● OpenThe Law Offices of Ann Riley is a trusted legal firm located at 18 East Blithedale Avenue in Mill Valley, California. Specializing in various areas of law, including personal injury, family law, and estate planning, Attorney Ann Riley and her team are dedicated to providing expert legal representation and personalized service to clients throughout the United States. With a commitment to achieving the best possible outcomes for their clients, the Law Offices of Ann Riley is a go-to destination for those in need of experienced and reliable legal assistance.
18 E Blithedale Ave # 27, Mill Valley, CA 94941, United States -
Bonapart Barri Kaplan Esq
● OpenBonapart Barri Kaplan Esq is a prestigious law firm located at 591 Redwood Highway in Mill Valley, California. Specializing in various areas of law, the institution offers expert legal services to clients in need of professional representation. With a team of experienced and dedicated lawyers, Bonapart Barri Kaplan Esq is committed to providing personalized and effective solutions to meet the unique needs of each client. Whether you are facing a legal dispute, need assistance with estate planning, or require guidance on business law matters, the knowledgeable attorneys at this institution are here to help. Trust Bonapart Barri Kaplan Esq for top-notch legal advice and representation in the heart of California.
591 Redwood Hwy Suite 2310, Mill Valley, CA 94941, United States -
Holter Law
● ClosedHolter Law is a prestigious law firm located at 100 Shoreline Highway in the beautiful city of Mill Valley, California. Our team of experienced attorneys specializes in a wide range of legal services, including but not limited to personal injury, family law, estate planning, and business law. With a strong commitment to providing top-notch legal representation and personalized service to our clients, Holter Law is dedicated to helping individuals and businesses navigate the complexities of the legal system. Trust us to protect your rights and achieve the best possible outcome for your case. Contact us today to schedule a consultation.
100 Shoreline Hwy b100, Mill Valley, CA 94941, United States -
Perani Law: Michelina M. Perani, Esq.
● ClosedPerani Law, led by Michelina M. Perani, Esq., is a reputable law firm located at 100 Shoreline Highway in Mill Valley, California. Specializing in various legal matters, including but not limited to, family law, estate planning, and business law, the firm provides expert legal services to clients in the greater Mill Valley area. With a commitment to excellence and personalized attention, Perani Law is dedicated to helping clients navigate the complexities of the legal system and achieve favorable outcomes in their cases. Contact Perani Law today for professional legal representation you can trust.
100 Shoreline Hwy building b suite 100, Mill Valley, CA 94941, United States -
Kuhlmann Associates Financial
● ClosedKuhlmann Associates Financial, located at 1455 1st Street in Napa, California, is a finance institution dedicated to helping clients define and achieve financial freedom. Our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situations. We offer personalized financial planning, risk management, portfolio management, estate planning, tax planning, divorce planning, and private trust services. Our mission is to be the most trusted source of financial advice, and we offer educational workshops, events, and social gatherings to connect with our clients. Whether you are looking to plan for your future, navigate a divorce, or manage your estate, our team is here to help design a path to your financial goals.
1455 1st St #215, Napa, CA 94559, United States -
Leo Coppeta - Investment Advisor LPL Financial
● ClosedLeo Coppeta - Investment Advisor at LPL Financial, located in Mill Valley, California, offers a comprehensive approach to financial planning. With a focus on investments, taxes, insurance, and estate planning, Leo helps clients navigate the complex world of finance. By utilizing a total wealth management approach, Leo aims to help clients invest wisely, minimize tax exposure, secure insurance coverage, and create a plan for transferring wealth to future generations. Clients can explore a variety of financial offerings on Leo's website and are encouraged to reach out with any questions or concerns about their financial situation. Securities and advisory services are offered through LPL Financial, with registered representatives available to assist residents in select states. Trust Leo Coppeta to guide you towards financial success and peace of mind.
110 E Blithedale Ave a, Mill Valley, CA 94941, United States -
Katy Song Financial Planning
● ClosedKaty Song Financial Planning is a reputable finance institution located at 34 Meadow Drive in Mill Valley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Katy Song Financial Planning to help you secure a stable and prosperous financial future.
34 Meadow Dr, Mill Valley, CA 94941, United States -
Merrill Lynch Financial Advisor Riley Gabriel-Lee
● ClosedMerrill Lynch Financial Advisor Riley Gabriel-Lee is a trusted finance institution located at 2 Belvedere Place in Mill Valley, California, United States. With a focus on providing personalized financial advice and services, Riley Gabriel-Lee and his team help clients navigate the complexities of the financial world to achieve their goals. Whether you are planning for retirement, investing for the future, or managing your wealth, Merrill Lynch Financial Advisor Riley Gabriel-Lee is committed to helping you make informed decisions and secure your financial future.
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States -
Gordian Wealth Advisors
● ClosedGordian Wealth Advisors is a premier financial institution located at 100 Shoreline Highway in Mill Valley, California, United States. Specializing in comprehensive wealth management services, our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and integrity, Gordian Wealth Advisors is your trusted partner in building and preserving wealth for the future.
100 Shoreline Hwy #302b, Mill Valley, CA 94941, United States -
Carson Wealth
● ClosedCarson Wealth, located at 2370 Kerner Boulevard in San Rafael, California, is a finance institution dedicated to helping clients define and achieve financial freedom. With a focus on personalized financial planning, risk management, portfolio management, estate planning, tax planning, and private trust services, our team of financial advisors in Northern California is committed to educating and supporting clients to live confidently with a healthy mindset about their financial situation. As the largest intergenerational wealth transfer in history approaches, our advisors understand the importance of preparing clients, especially Millennials, for managing family finances in an ever-evolving economy and job market. Whether you need assistance with budgeting, savings, insurance, or estate planning, our team is here to help you navigate complex financial concerns and challenges.
2370 Kerner Blvd #350, San Rafael, CA 94901, United States -
Adam Slowik - UBS Financial Services Inc.
● OpenAdam Slowik - UBS Financial Services Inc. is a reputable finance institution located at 2 Belvedere Place in Mill Valley, California, United States. With a strong focus on providing top-notch financial services, Adam Slowik and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Adam Slowik - UBS Financial Services Inc. has the expertise and resources to assist you every step of the way. Trust in their experience and commitment to excellence for all your financial needs.
2 Belvedere Pl Suite 220, Mill Valley, CA 94941, United States -
Bottom Line Consultant
● ClosedBottom Line Consultant is a top-tier institution located at 491 Molino Avenue in Mill Valley, California, offering expert services in accounting, finance, and real estate. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' needs and help them achieve their financial goals. Whether you are looking for assistance with tax planning, investment strategies, or property management, Bottom Line Consultant is here to guide you every step of the way. Trust us to deliver exceptional results and optimize your bottom line.
491 Molino Ave, Mill Valley, CA 94941, United States -
Neo Build Foundation Manhattan Beach
● OpenWelcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
1138 Highland Avenue, Manhattan Beach, California 90266, United States -
Build Foundation Lynwood | Call Today
● Closedare renowned for their custom home projects that span a range of styles and complexities. Their work has been featured in numerous prestigious publications, reflecting their expertise in creating homes that are both beautiful and functional. Winters-Schram Associates collaborates closely with top architects and designers, ensuring that each project is tailored to the client's unique vision and lifestyle. At Build Foundation Lynwood, located at 11245 Long Beach Boulevard, Lynwood, California, we understand the importance of selecting the right general contractor for your custom home project. As a leading general contractor in the area, we pride ourselves on our ability to transform architectural plans into reality, ensuring that your home is built to the highest standards of quality and craftsmanship. Our team is committed to keeping your project on schedule and within budget, making the construction process smooth and stress-free.
11245 Long Beach Boulevard, Lynwood, California 90262, United States -
Coldwell Banker Realty - Novato
● ClosedWelcome to Coldwell Banker Realty - Novato, your trusted real estate agency located at 7250 Redwood Boulevard, Novato, California. Proudly serving the vibrant communities of North Marin County, our historic Novato office extends its services from the picturesque locales of Petaluma to the bustling areas of San Rafael. Our team of 40 dedicated agents, including three who rank among Coldwell Banker’s Top 100 in the competitive San Francisco Bay area, are committed to providing exceptional real estate services. At Coldwell Banker Realty - Novato, our agents are not just professionals but also integral members of the community. They live, work, and actively contribute to the betterment of Novato by supporting local schools and participating in various philanthropic initiatives such as Homes for Humanity, Homeward Bound, and the Lucile Packard Children’s Hospital.
7250 Redwood Boulevard, Novato, California 94945, United States
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