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Guide > Wealth transfer planning in California > Wealth transfer planning in Los Gatos

Top 20 Best Wealth transfer planning in Los Gatos, California

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  • 1
  • 5 3
    #1

    Poyner Law Firm - Estate Planning Law Firm

    ● Closed
    16450 Los Gatos Blvd # 216, Los Gatos, CA 95032, United States
    (408) 358-1900
    poynerlaw.com

    Poyner Law Firm is a trusted estate planning firm located at 16450 Los Gatos Boulevard in Los Gatos, California. With over 50 years of experience, we specialize in estate planning, estate administration, and trusts & wills.

    Photo of Poyner Law Firm - Estate Planning Law Firm - 16450 Los Gatos Boulevard, Los Gatos, CA 95032, USA Photo of Poyner Law Firm - Estate Planning Law Firm - 16450 Los Gatos Boulevard, Los Gatos, CA 95032, USA
    Legal Service
    Details
  • 5 2
    #2

    Glomb Private Wealth

    ● Closed
    720 University Ave ste 250 a, Los Gatos, CA 95032, United States
    (408) 381-8880
    glombprivatewealth.com

    Glomb Private Wealth, located at 720 University Avenue in Los Gatos, California, is a finance institution dedicated to helping clients protect and grow their wealth.

    Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA Photo of Glomb Private Wealth - 720 University Avenue, Los Gatos, CA 95032, USA
    Financial Service
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  • 4 4
    #3

    Marshall Wealth Management Group

    ● Closed
    634 N Santa Cruz Ave #114, Los Gatos, CA 95030, United States
    (408) 395-1510
    marshallwealthmanagementgroup.com

    Marshall Wealth Management Group is a leading finance institution located at 634 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of Marshall Wealth Management Group - 634 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • #4

    MainStreet Financial Planning, Inc

    ● Closed
    236 N Santa Cruz Ave # 237, Los Gatos, CA 95030, United States
    (888) 897-6743
    mainstreetplanning.com

    MainStreet Financial Planning, Inc is a reputable finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States.

    Photo of MainStreet Financial Planning, Inc - 236 North Santa Cruz Avenue, Los Gatos, CA 95030, USA Photo of MainStreet Financial Planning, Inc - 236 North Santa Cruz Avenue, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • #5

    Ferguson Wealth Management - UBS Financial Services Inc.

    ● Open
    750 University Ave #250, Los Gatos, CA 95032, United States
    (408) 282-8429
    advisors.ubs.com

    Ferguson Wealth Management - UBS Financial Services Inc. is a premier financial institution located at 750 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #6

    Chamberlain Financial Planning & Wealth Management

    ● Closed
    644 N Santa Cruz Ave #8, Los Gatos, CA 95030, United States
    (800) 347-1340

    Chamberlain Financial Planning & Wealth Management is a leading institution specializing in accounting and finance services.

    Accounting Service Financial Service
    Details
  • #7

    Clidro Private Wealth Management

    ● Open
    50 University Ave, Los Gatos, CA 95032, United States
    (408) 340-9640
    clidrowm.com

    Clidro Private Wealth Management is a leading finance institution located at 50 University Avenue in the picturesque town of Los Gatos, California, United States.

    Financial Service
    Details
  • 5 4
    #8

    Law Office of Della Stein, PC

    ● Closed
    16185 Los Gatos Blvd #205, Los Gatos, CA 95032, United States
    (408) 357-3251
    dellasteinlaw.com

    The Law Office of Della Stein, PC is a reputable legal institution located at 16185 Los Gatos Boulevard in Los Gatos, California, United States.

    Details
  • 5 1
    #9

    Legacy Capital Group California

    ● Closed
    459 Monterey Ave #100, Los Gatos, CA 95030, United States
    (408) 399-6330
    lcgca.com

    Legacy Capital Group California is a finance institution located at 459 Monterey Avenue in Los Gatos, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions for our clients.

    Financial Service
    Details
  • 5 1
    #10

    Kane Investment Management, Inc.

    ● Closed
    15466 Los Gatos Blvd #213, Los Gatos, CA 95032, United States
    (408) 358-5263
    kaneinvestment.com

    Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • 5 3
    #11

    Truly Financial Group, LLC

    ● Closed
    235 Oak Meadow Dr, Los Gatos, CA 95032, United States
    (650) 336-4985
    trulyfinancialgroup.com

    Truly Financial Group, LLC is a finance institution located in Los Gatos, California.

    Photo of Truly Financial Group, LLC - 235 Oak Meadow Drive, Los Gatos, CA 95032, USA Photo of Truly Financial Group, LLC - 235 Oak Meadow Drive, Los Gatos, CA 95032, USA
    Financial Service
    Details
  • 5 1
    #12

    Scharf Investments, LLC

    ● Closed
    16450 Los Gatos Blvd # 207, Los Gatos, CA 95032, United States
    (831) 429-6513
    scharfinvestments.com

    Scharf Investments, LLC is a finance institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • 4.3 6
    #13

    Amy L Stavis Law Office

    ● Closed
    236 N Santa Cruz Ave UNIT 247, Los Gatos, CA 95030, United States
    (408) 354-3770
    santaclarafamilylawattorney.squarespace.com

    Amy L Stavis Law Office is a reputable legal institution located in the heart of Los Gatos, California.

    Legal Service
    Details
  • 3.9 7
    #14

    Law Offices of Richard J. Hess

    ● Closed
    20465 Saratoga-Los Gatos Rd, Saratoga, CA 95070, United States
    (408) 872-0252
    californiatrusts.com

    The Law Offices of Richard J. Hess is a trusted estate planning lawyer located in Saratoga, California. Richard J.

    Photo of Law Offices of Richard J. Hess - 20465 Saratoga-Los Gatos Road, Saratoga, CA 95070, USA
    Legal Service
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  • 3.4 5
    #15

    Loreen E. Huddleston CPA

    ● Closed
    236 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    (408) 395-1012
    huddlestoncpa.com

    Loreen E. Huddleston CPA is a reputable accounting and finance institution located at 236 North Santa Cruz Avenue in Los Gatos, California, United States.

    Accounting Service Financial Service
    Details
  • #16

    Secure Legacy Law Group

    ● Closed
    250 N Santa Cruz Ave, Los Gatos, CA 95030, United States
    (669) 699-0455
    securelegacylaw.com

    Secure Legacy Law Group is a reputable law firm located in the heart of Los Gatos, California.

    Legal Service
    Details
  • #17

    Law Offices of Myra J. Prestidge

    ● Closed
    101 Cooper St, Santa Cruz, CA 95060, United States
    (831) 685-3270
    myraprestidgelaw.com

    The Law Offices of Myra J. Prestidge, located at 101 Cooper Street in Santa Cruz, California, offers expert legal services in estate planning, trust administration, probate, and mediation.

    Details
  • #18

    Rice Financial Consulting

    ● Closed
    300 E Main St, Los Gatos, CA 95030, United States
    (408) 354-3400

    Rice Financial Consulting is a reputable finance institution located at 300 East Main Street in Los Gatos, California, United States.

    Photo of Rice Financial Consulting - 300 East Main Street, Los Gatos, CA 95030, USA Photo of Rice Financial Consulting - 300 East Main Street, Los Gatos, CA 95030, USA
    Financial Service
    Details
  • #19

    Raymond James

    ● Closed
    229 W Main St Suite B, Los Gatos, CA 95030, United States
    (408) 402-3059
    raymondjames.com

    Raymond James is a renowned finance institution located at 229 West Main Street in Los Gatos, California, United States.

    Financial Service
    Details
  • #20

    The Cribari Waggoner Group - Morgan Stanley

    ● Open
    16000 Los Gatos Blvd, Los Gatos, CA 95032, United States
    (408) 358-0971
    advisor.morganstanley.com

    The Cribari Waggoner Group at Morgan Stanley is a renowned finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • #21

    Vasona Financial & Tax Services

    ● Closed
    16615 Lark Ave # 200, Los Gatos, CA 95032, United States
    (408) 356-7010
    vasonacpa.net

    Vasona Financial & Tax Services is a reputable accounting and finance institution located at 16615 Lark Avenue in Los Gatos, California, United States.

    Accounting Service Financial Service
    Details
  • #22

    Comprehensive Financial Management

    ● Open
    720 University Ave # 200, Los Gatos, CA 95032, United States
    (408) 402-6700

    Comprehensive Financial Management is a leading finance institution located at 720 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #23

    Allworth Financial

    ● Closed
    644 N Santa Cruz Ave #4, Los Gatos, CA 95030, United States
    (408) 354-5554
    allworthfinancial.com

    Allworth Financial is a finance institution located at 644 North Santa Cruz Avenue in Los Gatos, California, United States. They provide a wide range of financial services to help individuals and families achieve their financial goals.

    Financial Service
    Details
  • #24

    McCollam & Fischer - UBS Financial Services Inc.

    ● Open
    750 University Ave #250, Los Gatos, CA 95032, United States
    (408) 827-3264
    advisors.ubs.com

    McCollam & Fischer - UBS Financial Services Inc. is a reputable finance institution located at 750 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #25

    Trevor Schwartz Investments of Raymond James

    ● Open
    16185 Los Gatos Blvd #205, Los Gatos, CA 95032, United States
    (408) 200-0412
    raymondjames.com

    Trevor Schwartz Investments of Raymond James is a renowned finance institution located at 16185 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • #26

    Christian Glomb, CFP - UBS Financial Services Inc.

    ● Open
    750 University Ave #250, Los Gatos, CA 95032, United States
    (408) 827-3274
    advisors.ubs.com

    Christian Glomb, CFP - UBS Financial Services Inc. is a prestigious finance institution located at 750 University Avenue in Los Gatos, California, United States.

    Financial Service
    Details
  • #27

    The Barron Cole Group - Morgan Stanley

    ● Open
    16000 Los Gatos Blvd, Los Gatos, CA 95032, United States
    (408) 358-0970
    advisor.morganstanley.com

    The Barron Cole Group at Morgan Stanley is a prestigious finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States.

    Financial Service
    Details
  • #28

    Elizabeth McKown

    ● Open
    1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States
    rcm.rockco.com

    Elizabeth McKown is a finance institution located at 1999 South Bascom Avenue in Campbell, California, United States. Our team is dedicated to meeting the dynamic needs of each client, providing tailored solutions for every stage of wealth.

    Financial Service
    Details
  • 1

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