Wealth transfer tax in Long Beach, California
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Lpl Financial
Lpl Financial is a leading finance institution located in Huntington Beach, California, United States. With a strong reputation for providing comprehensive financial services, Lpl Financial offers a wide range of investment options and personalized financial planning solutions to help clients achieve their financial goals. Their team of experienced financial advisors are dedicated to providing top-notch service and guidance to clients, ensuring they make informed decisions and secure their financial future. Whether you are looking to invest, plan for retirement, or manage your wealth, Lpl Financial is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc.
Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. is a renowned finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, they provide personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. is a trusted partner in financial success.
The Financial Architects
The Financial Architects is a premier finance institution located at 5000 East Spring Street in Long Beach, California, United States. Our team of skilled professionals are dedicated to providing expert financial planning and guidance to help our clients build a solid foundation for their future. Whether you are looking to invest, save for retirement, or manage your finances, our experienced financial architects are here to help you navigate the complexities of the financial world. Visit us today to start building your financial future with confidence.
Edward Jones - Financial Advisor: Zachary T Alario, CFP®
Edward Jones - Financial Advisor: Zachary T Alario, CFP® is a renowned financial institution located at 250 Newport Center Drive in Newport Beach, California, United States. Specializing in comprehensive financial planning and investment management, Zachary T Alario, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Zachary T Alario, CFP® is dedicated to helping you secure your financial future.
Sandra Devich - Morgan Stanley
Sandra Devich - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Sandra Devich - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced team of professionals who provide personalized advice and strategic guidance to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Sandra Devich - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.
Merrill Lynch Financial Advisor Emily Sekulic
Merrill Lynch Financial Advisor Emily Sekulic, located at 520 Newport Center Drive in Newport Beach, California, offers personalized financial advice and guidance to help clients develop a customized financial strategy. With a background in law and a strong focus on client relationships, Emily works with individuals to understand their current financial situation and future goals. She believes in a comprehensive approach to financial planning, considering all aspects of a client's financial life to prioritize and pursue their most important objectives. Emily's transparent and client-centered approach is supported by experienced investment research and guidance, helping clients navigate changing market conditions and personal financial goals. As a member of the Kaplan/Scudday Group at Merrill Lynch Wealth Management, Emily is committed to helping clients achieve financial success and satisfaction over time. Whether you're planning for retirement, saving for a major purchase, or passing on wealth to future generations, Emily can provide the advice and strategies to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Emily can work with you to develop a personalized financial approach designed to address your individual needs. Contact Emily Sekulic today to start planning for your financial future.
PERLE, GAUTSCHI & COMPANY
PERLE, GAUTSCHI & COMPANY is a prestigious financial institution located at 2429 West Coast Highway in Newport Beach, California. With a focus on providing top-notch financial services to their clients, the team at PERLE, GAUTSCHI & COMPANY is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experienced professionals are here to assist you every step of the way. Trust PERLE, GAUTSCHI & COMPANY to provide you with expert guidance and personalized solutions to secure your financial future.
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.
Estate Law California, APC
Welcome to Estate Law California, APC, your trusted partner in navigating the complexities of trust and probate litigation. Located at 356 Redondo Avenue, Long Beach, California, our firm boasts over a decade of specialized experience in handling intricate familial disputes with expertise and sensitivity. We understand the unique dynamics involved in each case and are dedicated to providing comprehensive legal guidance tailored to your specific needs. At Estate Law California, APC, we prioritize our clients, ensuring personalized and effective legal representation. Whether you are dealing with trust litigation or probate matters, our skilled counsel is committed to achieving the best possible outcomes for you and your family. Trust us to guide you through every step of the legal process with professionalism and care. Contact us today to learn how we can assist you in resolving your legal challenges.
Oscar Dixon Probate Specialist
Welcome to Oscar Dixon Probate Specialist, your trusted real estate agency located in the heart of Long Beach, California. Situated at 4140 Norse Way, our firm is dedicated to providing expert guidance and personalized solutions for all your probate real estate needs. With a deep understanding of the complexities involved in probate processes, we are committed to helping you navigate through the intricacies with ease and confidence. At Oscar Dixon Probate Specialist, we pride ourselves on our extensive experience and in-depth knowledge of the local real estate market. Our team of skilled professionals is here to assist you every step of the way, ensuring a smooth and efficient transaction. Whether you are looking to buy or sell probate properties, we offer tailored strategies that align with your unique requirements and goals.
The Werner Law Firm
The Werner Law Firm is a trusted California Estate Planning and Living Trust Law Firm located at 2655 First Street, Simi Valley, California. Since 1975, we have been providing expert legal assistance to clients in need of living trust or probate services. Our team of experienced living trust lawyers is dedicated to helping clients navigate the complexities of estate planning and ensure a smooth transition of property and wealth to their loved ones. Whether you need to create a living trust or require assistance with probate matters, our firm is here to help. We offer free consultations to discuss your specific situation and goals, and we work diligently to achieve the best outcome for you and your family. Our living trust lawyers are committed to providing peace of mind for years to come by setting up clear and comprehensive estate planning documents that reflect your wishes.
Revolution Financial Management
Revolution Financial Management is a premier finance institution located at 3300 Irvine Avenue in Newport Beach, California. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients. Whether you need assistance with investment planning, retirement strategies, or wealth management, we are here to help you navigate the complexities of the financial world. Trust Revolution Financial Management to help you achieve your financial goals and secure your future.
Finland Financial
Finland Financial is a reputable finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. At Finland Financial, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Trust us to be your partner in financial success.
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.
Spinnaker Investment Group, LLC
Spinnaker Investment Group, LLC is a finance institution located at 4100 Macarthur Boulevard in Newport Beach, California, United States. With a focus on investment management and financial planning, Spinnaker Investment Group offers a range of services to help clients achieve their financial goals. Their team of experienced professionals provides personalized guidance and expertise to assist clients in navigating the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Spinnaker Investment Group can help you make informed decisions and secure your financial future.
OC Wills and Trust Attorneys
OC Wills and Trust Attorneys is a reputable law firm located in Huntington Beach, California, serving clients in Orange County. With offices in Irvine, Huntington Beach, and Anaheim, our team of experienced attorneys provides comprehensive services to cover all aspects of your trust, will, and estate administration needs. We have been recognized as one of the top estate planning practices in Irvine, and have completed thousands of estate plans since 2008. Our team works together to ensure that your customized estate plan is completed efficiently and compassionately, with no hidden fees. We understand the importance of entrusting the future of your loved ones with people you trust, and our attorneys always have your best interests at heart.
Tarbox Family Office
The Tarbox Family Office, located at 500 Newport Center Drive in Newport Beach, California, is a premier finance institution that provides comprehensive wealth management services to high-net-worth individuals and families. With a focus on personalized financial planning and investment strategies, the Tarbox Family Office helps clients navigate complex financial landscapes and achieve their long-term goals. With a team of experienced professionals and a commitment to excellence, the Tarbox Family Office is dedicated to providing tailored solutions and exceptional service to its esteemed clientele.
Richard W Raynor Law Office
Welcome to Richard W Raynor Law Office, your trusted legal partner located in the heart of Redondo Beach, California. Situated at 407 North Pacific Coast Highway, our office is committed to providing exceptional legal services to the local community and beyond. With a focus on personalized attention and expert guidance, Richard W Raynor Law Office specializes in a range of legal areas tailored to meet your unique needs. Our team is dedicated to upholding the highest standards of professionalism and integrity, ensuring that each client receives the best possible representation. Whether you require assistance with family law, estate planning, real estate transactions, or civil litigation, we are here to navigate the complexities of the legal system on your behalf.
Sheby Financial Group
Sheby Financial Group is a leading finance institution located at 5000 East Spring Street in Long Beach, California, United States. With a strong focus on providing personalized financial solutions, Sheby Financial Group offers a wide range of services including investment management, wealth planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Sheby Financial Group can help you reach your financial aspirations.
Pacific Life Insurance Co
Pacific Life Insurance Co, located at 17011 Beach Boulevard in Huntington Beach, California, is an insurance agency that specializes in retirement and life insurance solutions. With over 150 years of expertise, Pacific Life offers strength, stability, and the confidence to protect what matters most. Committed to creating a meaningful future for stakeholders, Pacific Life focuses on CSR efforts and protecting generations of families. Their products are issued by Pacific Life Insurance Company and Pacific Life & Annuity Company, with a deep commitment to helping individuals reach their financial goals. Trust Pacific Life to protect your tomorrow and enjoy a life well-lived.
Stifel
Stifel is a prominent financial institution located at 6700 California 1 in Long Beach, California, United States. Specializing in various financial services, Stifel offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and professionalism, Stifel is committed to providing top-notch financial services to its clients.
EP Trusts
EP Trusts is a reputable institution located at 2447 Pacific Coast Highway in Hermosa Beach, California. Our organization is dedicated to providing expert trust services to individuals and families in the United States. With a strong commitment to integrity and professionalism, we strive to help our clients navigate the complexities of estate planning and asset management. Our experienced team of trust specialists is here to offer personalized solutions tailored to meet the unique needs of each client. Trust EP Trusts to protect your assets and secure your financial future.
Atabek & Co.
Atabek & Co. is a prestigious financial institution located at 250 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and expertise in the financial industry, Atabek & Co. offers a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Atabek & Co. is committed to delivering exceptional service and results. Visit us today to learn more about how we can help you secure your financial future.
Han & Park Law Group, Inc.
Han & Park Law Group, Inc. is a prestigious law institution located at 6281 Beach Boulevard in Buena Park, California, United States. Specializing in estate planning, our dedicated team is committed to meeting your needs and exceeding your expectations. Our experienced partners in various legal fields ensure that you receive the highest level of service and expertise. Visit us at Han & Park Law Group, Inc. for personalized attention and exceptional legal assistance.
Natland Law
Natland Law, located at 14 Corporate Plaza in Newport Beach, California, is a specialized firm dedicated to assisting individuals and families in preserving and protecting their estates. Our team works closely with clients to assess their goals and create a plan that avoids probate and ensures a smooth administration of assets. We prioritize the needs of our clients and go above and beyond to exceed their legal expectations. Conveniently situated in Newport Beach, Natland Law serves all of Southern California, offering house calls and hospital visits for added convenience. Trust Natland Law to provide expert legal guidance and personalized service for all your estate planning needs.
Jared Backner, Agent - New York Life
Jared Backner, Agent at New York Life is a trusted finance and insurance agency located at 7711 Center Avenue in Huntington Beach, California. With a commitment to providing personalized financial solutions and top-notch insurance products, Jared Backner is dedicated to helping clients secure their financial future. Whether you are looking for retirement planning, life insurance, or investment advice, Jared Backner, Agent at New York Life is here to help you navigate the complexities of the financial world with confidence and peace of mind.
Arthur Eckert - Prudential Financial
Arthur Eckert - Prudential Financial is a reputable finance and insurance agency located at 14730 Beach Boulevard in La Mirada, California, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or insurance coverage, Arthur Eckert - Prudential Financial is committed to providing exceptional service and expertise to help you secure a stable financial future.
Mai Khanh Thi Nguyen, Financial Professional - New York Life
Mai Khanh Thi Nguyen is a dedicated financial professional at New York Life, located at 7711 Center Avenue in Huntington Beach, California. With expertise in finance and insurance, Mai Khanh Thi Nguyen provides personalized financial solutions to help clients achieve their financial goals and secure their futures. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Mai Khanh Thi Nguyen is committed to providing you with the guidance and support you need to make informed financial decisions. Contact Mai Khanh Thi Nguyen at New York Life today to start planning for a more secure financial future.
Total Trust Plan
Total Trust Plan is a reputable law firm located at 13912 Seal Beach Boulevard in Seal Beach, California. Specializing in estate planning, the firm offers comprehensive legal services to help individuals and families create solid trust plans for their assets and loved ones. With a team of experienced lawyers dedicated to providing personalized and professional assistance, Total Trust Plan ensures that clients receive the guidance and support needed to secure their financial future. Whether you are looking to draft a will, establish a trust, or navigate the complexities of probate law, Total Trust Plan is committed to helping you achieve peace of mind and protect your legacy.
Casey Estate & Business Planning
Casey Estate & Business Planning is a premier institution located at 610 Newport Center Drive in Newport Beach, California. Our team of experienced professionals is dedicated to helping individuals and businesses create comprehensive estate plans and strategies to protect their assets and secure their financial future. We offer a wide range of services including estate planning, asset protection, business succession planning, and more. With our personalized approach and attention to detail, we strive to provide our clients with peace of mind and confidence in their financial decisions. Contact us today to schedule a consultation and start planning for tomorrow.
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