TOP 30 Best Wealth transfer in National City, California
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Steven Padilla "Certified Probate & Trust Specialist for over 37 years" #7 in California and #18 in the US 2022
Welcome to Steven Padilla, your trusted Certified Probate & Trust Specialist with over 37 years of experience. Conveniently located at 8077 Florence Avenue, Downey, California, our real estate agency is dedicated to providing expert guidance and personalized service in the complex fields of probate and trust real estate transactions. Proudly ranked #7 in California and #18 in the United States in 2022, our commitment to excellence and client satisfaction is unmatched. Whether you're navigating the intricacies of probate properties or seeking advice on trust real estate, Steven Padilla and his team are here to ensure a smooth, informed, and successful journey. Let our decades of expertise work for you in achieving your real estate goals. Visit us today and experience the difference of working with one of the nation's leading specialists.
Lupita Solorzano Ins & Tax Services
Lupita Solorzano Ins & Tax Services is a trusted institution located at 124 East 30th Street in National City, California. As a finance and insurance agency, they provide a range of services to help individuals and businesses with their financial needs. Whether you need assistance with insurance coverage or tax preparation, Lupita Solorzano Ins & Tax Services is here to help. Their knowledgeable staff is dedicated to providing top-notch service and ensuring that their clients are well taken care of. Visit their office today to see how they can assist you with your financial goals.
Lincoln National Life Insurance Co
Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual is a leading finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California, United States. Specializing in providing personalized financial planning, wealth management, and insurance services, Nerd Nation is dedicated to helping clients achieve their financial goals and secure their futures. With a team of knowledgeable professionals, Nerd Nation offers expert guidance and tailored solutions to meet each client's unique needs. Trust Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual to safeguard your financial well-being and plan for a prosperous future.
Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles
Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.
National Tax Attorney San Diego
National Tax Attorney San Diego is a reputable institution located at 8340 Clairemont Mesa Boulevard in San Diego, California. Specializing in accounting, finance, and legal services, their team of experienced tax attorneys is dedicated to helping individuals and businesses navigate complex tax laws and regulations. Whether you are facing an audit, need help with tax planning, or require representation in tax court, National Tax Attorney San Diego is committed to providing personalized and effective solutions to meet your specific needs. With a focus on professionalism, integrity, and superior client service, you can trust National Tax Attorney San Diego to handle all of your tax-related matters with skill and expertise.
City National Bank
City National Bank, located at 11300 West Olympic Boulevard in Los Angeles, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are ready to assist you with personalized solutions tailored to your specific needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. City National Bank offers personal, private, and business banking, as well as wealth management, brokerage, leasing services, and software solutions. Our commitment to diversity, equity, and inclusion in the workplace sets us apart. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, we have the resources and expertise to help you achieve your financial goals. Choose City National Bank for a client-focused approach that goes beyond the one-size-fits-all experience. Trust us to provide the custom-fit solutions you need to thrive financially. Visit us today and experience the difference of banking with City National Bank.
Private Wealth Management | U.S. Bank
Private Wealth Management at U.S. Bank, located at 21700 West Oxnard Street in Los Angeles, California, offers a range of financial services to help individuals and families achieve their wealth goals. The team at the Woodland Hills office has expertise in working with business owners, corporate executives, and modern families, but can also advise on unique needs and situations. The Private Wealth Advisors are committed to helping clients work towards the life and legacy they envision. U.S. Bank believes in giving back to the community and has provided over $8 million in Foundation and corporate giving in the past three years. The team is actively involved in supporting organizations such as the California Science Center, YMCA, Boys and Girls Clubs, and Pacific Symphony. Investment and insurance products and services are available through U.S. Bancorp Investments. The team does not provide tax or legal advice, and each individual's situation is unique. Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products subject to credit approval. U.S. Bank is not responsible for the products or services of U.S. Bancorp Investments, Inc. Insurance products are available through affiliated non-bank insurance agencies. Visit the website for more information on privacy and security policies.
City National Bank ATM
Welcome to the City National Bank ATM located at 5601 East Slauson Avenue, Commerce, California 90040. At City National Bank, we understand that your financial needs are unique, and we're here to provide you with personalized solutions that go beyond the ordinary. Since our founding in 1954, we've been committed to fostering strong, integrity-driven relationships with our clients, colleagues, and communities. Our ATM offers convenient access to your funds, but we invite you to visit us in person to meet with our experienced Relationship Managers. Whether you need personal, private, or business banking services, wealth management, brokerage, leasing services, or software solutions, we are here to help you achieve your financial goals.
Kamala Law Corporation | Immigration Attorney | Estate Planning Attorney
Kamala Law Corporation is a reputable legal institution located in San Jose, California. Specializing in immigration law and estate planning, our team of experienced attorneys is dedicated to providing top-notch legal services to our clients. Whether you are navigating the complexities of immigration laws or planning for the future of your estate, our knowledgeable attorneys are here to assist you every step of the way. Visit us at 2670 South White Road to learn more about how we can help you with your legal needs.
Law Office of Tuan Le
Located 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.
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards
Bay Area Estate Attorneys | The Law Offices of Julie Ann Sowards is a boutique firm located at 440 North Wolfe Road in Sunnyvale, California. Specializing in estate planning, trust litigation, and tax law, our team is dedicated to providing personalized solutions tailored to each client's unique situation. Julie Ann Sowards, the founder of the firm, is a seasoned attorney with a focus on advanced estate planning and taxation strategies. With a strong belief in enforcing the rights of beneficiaries, Julie is committed to putting her clients in the most advantageous position possible. She also offers mentorship programs for aspiring attorneys and women starting their own legal practices.
HSIAO LAW - Amy Hsiao, Esq.
HSIAO LAW, led by Amy Hsiao, Esq., is a prestigious law firm located in the heart of San Diego, California. Specializing in various areas of law, including family law, immigration law, and estate planning, Amy Hsiao and her team provide expert legal counsel and representation to clients in need. With a strong commitment to professionalism, integrity, and personalized service, HSIAO LAW strives to achieve the best possible outcomes for their clients. Whether you are facing a complex legal issue or simply need guidance on a legal matter, you can trust HSIAO LAW to provide you with the support and expertise you need. Visit their office at 4225 Executive Square to learn more about how they can assist you with your legal needs.
Audionutz / California Tint Pros
Audionutz / California Tint Pros, located at 2000 East Main Street in Woodland, California, is your go-to destination for high performance window tint and top-notch car repair services. With over 45 years of combined experience and more than 20,000 cars tinted, our skilled technicians ensure the ultimate quality for even the most discerning customers. Since 2003, we have proudly used Llumar performance products and in 2019, we were designated a SelectPro dealer of Llumar FormulaOne films. As a FormulaOne dealer, we are part of a select group across the nation that carries the gold standard of window tint film. With an industry-leading limited transferable lifetime warranty, you can trust that your purchase will stand the test of time. Don't take a gamble on your window tint, choose quality and service that is proven with Audionutz / California Tint Pros. Trust our veteran installers to provide the best installation in the industry, using their wealth of knowledge and experience. Don't settle for inferior products and installation techniques - choose the pinnacle of quality with FormulaOne film. Don't gamble on your tint - choose Audionutz / California Tint Pros for a top-notch experience every time.
Law Offices of Nan Shen - Immigration, Trust, Family and Business Laws
The Law Offices of Nan Shen is a reputable law firm specializing in immigration, trust, family, and business laws. Located at 1879 Lundy Avenue in San Jose, California, United States, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Whether you are looking to navigate the complexities of immigration law, establish a trust, resolve family matters, or address legal issues related to your business, we are here to help. With a strong track record of success and a commitment to excellence, you can trust us to provide you with the expert legal representation you need. Contact us today to schedule a consultation.
Reproductive Partners Fertility Center - San Diego (RPSD)
Welcome to Reproductive Partners Fertility Center – San Diego (RPSD), where we are dedicated to helping you realize your dream of expanding your family. Located in the beautiful La Jolla area at 9850 Genesee Ave #800, our center offers world-class, personalized fertility care delivered by compassionate physicians and a caring staff. With over 25 years of experience, RPSD has been a pioneer in fertility treatments, including being the first in San Diego County to deliver a baby after Preimplantation Genetic Testing for genetic mutations (PGT-M) and oocyte freezing. Our state-of-the-art facility is equipped with cutting-edge technology, ensuring that we provide safe and successful treatments tailored to your unique needs.
Burton Law Firm - Roseville
Burton Law Firm - Roseville is a boutique firm located at 3741 Douglas Boulevard, Roseville, California, United States. Specializing in accounting, finance, and legal services, the firm offers comprehensive and customized solutions for clients' legal, business, estate, and tax needs. With a team of award-winning litigation and dispute resolution experts licensed to practice nationally and internationally, Burton Law Firm serves businesses, families, and individuals across the state, nation, and even globally. The firm's commitment to client service, innovative problem-solving, and team approach to legal integration has earned them recognition as a top legal provider by national and international organizations. Services include asset protection, tax planning, employment law disputes, intellectual property management, business transactions, and more. With offices in Sacramento, Roseville, and San Francisco, Burton Law Firm is dedicated to providing expert counsel and exceptional solutions to clients worldwide.
DABK Financial Planning Services
DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).
CAPTRUST
CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
TULA Center for Bodywork
Welcome to TULA Center for Bodywork, your sanctuary for healing and rejuvenation located at 716 Capitola Avenue, Capitola, California. At TULA, we are dedicated to providing exceptional massage therapy and health education services to our community. Our team of skilled professionals brings a wealth of experience and specialized training to offer you a holistic approach to wellness. Jay, our co-owner and board-certified massage therapist, brings over two decades of experience in bodywork therapies. His journey began at the New York Open Center in 2000, where he mastered Swedish and Shiatsu massages, Yoga, and earned an Associate Polarity Practitioner certification. Jay's expertise includes Injury/Rehab, Sports, Swedish & Deep Tissue massage, Trigger Point therapy, and Structural Bodywork. His continuous pursuit of education in therapeutic bodywork ensures that he remains at the forefront of healing practices, sharing his knowledge and the gift of touch with every client. Recognized for his outstanding skills, Jay has been voted Santa Cruz Weekly’s Gold Massage Therapist in 2011 and 2012, and Good Times BEST Massage Therapist in 2015.
Old Salt Lake Historical Marker
Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.
Los Angeles County Fire Dept. Station 171
Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.
Sea Monster Loans / C2 Financial Corporation
Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.
ATM Machine at LA Market
Welcome to ATM Machine at LA Market, your trusted local partner for all things ATM-related, conveniently located at 818 East 10th Street, Long Beach, California 90813. Whether you’re exploring the ATM business or seeking ATM machines and processing services, we’re here to help you unlock the potential of passive income through ATMs. At ATM Machine at LA Market, we offer a range of services designed to meet your needs, from providing new and refurbished ATM machines to offering expert guidance on ATM processing. Our new machines start at just $2,295, including shipping and a one-year parts warranty, while our refurbished models offer budget-friendly options starting at $1,199.
Los Angeles County Fire Dept. Station 163
Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.
ATM Machine at VILLAGE AUTO SPA
Welcome to the ATM Machine at Village Auto Spa, conveniently located at 15407 Crenshaw Boulevard, Gardena, California 90249. Our ATM services are designed to provide seamless financial transactions for both customers and business owners alike. Are you interested in exploring the ATM business or looking to enhance your current ATM operations? At our location, you can discover the secrets of creating a lifetime of passive income through ATM ownership and processing. We offer insights into the benefits of owning an ATM, including saving money on credit card fees and generating additional revenue.
Fisher Investments
Fisher Investments, located at 13100 Skyline Boulevard in Woodside, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works closely with clients to create personalized investment portfolios tailored to help achieve their financial goals. As one of the nation's largest investment advisers serving small and mid-sized businesses, we also cater to a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Our seasoned team of investing professionals offers valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Please note that investing in securities involves risks, including the risk of loss, and past performance is not indicative of future returns. For more information and resources on popular investment topics, visit Fisher Investments online.
Sun Life Financial
Sun Life Financial is an insurance agency located at 18881 Von Karman Avenue in Irvine, California, United States. We are dedicated to keeping our Clients' personal data safe and secure, and our performance highlights and strategic performance reflect our commitment to excellence. Our Annual Meeting is coming up on May 9, where you can join virtually or in-person. At Sun Life, we believe in the prevention of type 2 diabetes and are raising awareness about the risks associated with it. We also have a long history of financing clean and renewable energy projects, investing billions of dollars in sustainable initiatives.
American Brokerage Network
American Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
Henderson, Caverly & Pum LLP
Henderson, Caverly & Pum LLP, located at 16236 San Dieguito Road in Rancho Santa Fe, California, is a highly respected law firm specializing in estate planning, trust administration, litigation, family law, tax planning, and international private client services since 2001. The partners at the firm have over 25 years of experience and have previously worked in large national law firms, accounting firms, and government agencies. They provide personalized service and teamwork to meet the needs of their clients. The firm is supported by a skilled team of associates, paralegals, and administrators who are dedicated to providing sophisticated legal advice and excellent client service.
Nearby cities:
- Los Angeles
- San Diego
- San Francisco
- Sacramento
- San Jose
- Long Beach
- Riverside
- Oakland
- Torrance
- Anaheim
- Ventura
- Irvine
- Santa Rosa
- Oxnard
- Santa Ana
- Santa Barbara
- Santa Cruz
- Huntington Beach
- Thousand Oaks
- Roseville
- Newport Beach
- Chula Vista
- Oceanside
- Fremont
- Orange
- Whittier
- Temecula
- Santa Monica
- Walnut Creek
- Carlsbad
- Corona
- Costa Mesa
- Salinas
- Escondido
- Petaluma
- Downey
- Berkeley
- Bakersfield
- El Cajon
- Camarillo
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