Wealth transfer tax strategies in Vernon, California

Legacy Transfer Services is a reputable institution located at 1801 East 41st Place in Vernon, California, United States. We specialize in providing top-notch transfer services for individuals and families looking to pass down their wealth and assets to future generations. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of estate planning and ensure a smooth and seamless transfer of assets. With a commitment to excellence and personalized service, Legacy Transfer Services is the trusted choice for all your legacy planning needs.

Jeremy Vernon Combe is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 2 Park Plaza in Irvine, California, United States. Jeremy holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing personalized financial advice, Jeremy is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Jeremy Vernon Combe for comprehensive wealth management services tailored to your individual needs.