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ESTATE PLANNING
3,292 RESULTS WITHIN anywhere FROM https:, United States
Lovell Wealth Management
Distance: 57.25km
1990 N. California Blvd. Suite 830, Walnut Creek
Tel: 925-932-7082
Lovell Wealth Management was founded with the mission of providing Bay Area residents with independent comprehensive financial planning to help them enjoy their wealth during their lifetimes while also preserving their heritage for future generations.... read more
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Keystone Law Group, P.C.
Distance: 58.07km
135 Main Street, 9th Floor, San Francisco
Tel: (415) 855-2000
At Keystone Law Group P.C. our knowledgeable attorneys offer a range of experience providing services that will meet every client’s individual needs. We specialize in probate trust and estate litigation and administration as well as conservatorships and guardianships. If you have any questions regarding the administration of your estate contact our legal team today to discuss your situation in detail.... read more
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Johnston, Kinney & Zulaica LLP
Distance: 58.49km
180 Sansome St, San Francisco
Tel: 415-693-0550
Johnston Kinney and Zulaica LLP is there for you when you need high quality trust administration that you can count on. They are able to handle the details of the trust and ensure that your assets will go to the places that they should without questions over technicalities. There is often a lot of confusion that goes on with pre-marital and post-marital agreements which is why Johnston Kinney and Zulaica LLP is here to help. They can help guide you to an agreement that is equitable and will protect both parties from legal repercussions in the future.... read more
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Maxim Global Wealth Advisors
Distance: 58.81km
505 Sansome St. #850a, San Francisco
Tel: 415-671-4145
Maxim Global Wealth Advisors assists globally-oriented families and expatriates with financial consultation retirement and 401(k) planning overseas taxation and managing investments abroad. Maxim Global Wealth Advisors assists globally-oriented families and expatriates with financial consultation.... read more
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Hugand Insurance Agency Inc
Distance: 60.81km
1952 Union St, San Francisco
Tel: (415) 441-2863
I called Charlotte to set up auto insurance at the last minute while I was at a dealership getting a new car. Within minutes she set me up with a policy so that I could take the car home. She was incredibly friendly and helpful.... read more
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Robert Emmer
Distance: 66.89km
2502 Beach Head Way, Richmond
Tel: (415) 383-6230
I provide comprehensive financial planning in the context of a long-term partnership with you. Through my experience I have learned it is important that everyone is clear on what to expect if we are to develop and maintain a professional working relationship – one where I can help you work towards your financial and lifestyle goals.... read more
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Private Ocean
Distance: 85.55km
100 Smith Ranch Road, Suite 300, San Rafael
Tel: 415-526-2900
Private Ocean in San Rafael CA is a world-class team of financial advisors who focus on creating and monitoring strategies tailored to your distinctive dreams. We have clients throughout Northern California (Marin County North Bay Silicon Valley Oakland etc.) across the country and around the world who have experienced life changes as a result of our strategies. They even laugh more! Call to find out how this team of extraordinary financial planners can lighten your financial worries.... read more
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John L. Gorman III, Attorney At Law
Distance: 89.38km
1200 G St., Suite B, Modesto
Tel: 209-548-4000
Modesto California attorney John L. Gorman III helps people in a wide range of legal matters including personal injury trusts and estates business law real estate and civil litigation. Recognized for his commitment to integrity and professionalism John puts his clients' interests first. For John being a great lawyer means not only working hard and delivering a win it's doing the right thing – every time.... read more
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ESTATE DOCTOR Suddenly Single Wealth Management
Distance: 91.69km
4192 Sunridge Road, Pebble Beach
Tel: 831-645-9300
ESTATE DOCTOR - Suddenly Single Wealth Management is uniquely designed to meet the needs of WOMEN who are looking for a partner approach to their financial affairs.... read more
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Bridget Mackay, Attorney at Law
Distance: 110.27km
100 4th St, Petaluma
Tel: 707-769-9975
Bridget began practicing law in 1996. After graduating from Santa Clara Law School she began work as a Deputy District Attorney in Solano County. Shortly thereafter she took the same position in the Sonoma County District Attorney’s Office. After the birth of her daughter she looked for a slower paced practice. Estate Planning was a natural fit and all the skills of listening compassion and fearless pursuit on behalf of her clients translated well to this area of law. She lives in Petaluma with her husband Robert and her two daughters Sarita and Elizabeth. She is a member of the... read more
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