12 matches were found for Estate Planning.
Our members are presented equally regardless of their alphabetical positioning.
For an alphabetized list of these results CLICK HERE. |
Winslow, Phillip S., CPA
Phil Winslow
CPA
1910 Olympic Blvd. #325
Walnut Creek, CA 94596
925-932-1655
Fax: 925-256-6526
phlwinslow@earthlink.net
Member Since: 2003
Listed in: Accounting Services, Estate Planning, Tax Preparation
CPA, MS in Taxation, Former IRS Field Agent | |
Stahlschmidt Financial Group
Frank Stahlschmidt
500 Ygnacio Valley Rd. #150
Walnut Creek, CA 94596
925-906-4600
Fax: 925-906-4601
frank@sfg-financial.com
http://www.sfg-financial.com
More Info...
Member Since: 1995
Listed in: Insurance, Estate Planning
The Stahlschmidt Financial Group is a large, sophisticated Insurance/Securities organization, specializing in Estate Planning, Corporate Benefits and Retirement Planning. |
|
Kronick Moskovitz Tiedemann & Girard
Margaret Grover
1350 Treat Blvd., #105
Walnut Creek, CA 94597
925-395-2380
Fax: 925-395-2381
mgrover@kmtg.com
http://www.kmtg.com
More Info...
Member Since: 2009
Listed in: Attorneys, Legal Services, Estate Planning, Environmental | Ecological Services, Insurance
Member Proudly Supports:
- KMTG encourages and supports community involvement and professional enrichment among its attorneys and professional staff. As a firm, we are committed to giving back to the communities in which we live and work by supporting a variety of programs and charities dedicated to enhancing the community and enriching the lives of those most in need.
-
- Helping Kids and Families in Crisis
- Joining the Fight Against Cancer
- Supporting the Arts
With offices in Sacramento, Bakersfield, San Luis Obispo and Walnut Creek, KMTG attorneys provide legal expertise to California landowners, businesses, employers and public agencies in many areas of law including: Banking and Creditors Rights
Business Law, Climate Change, Construction Law, Education Law, Eminent Domain, Energy, Estate Planning & Administration, Environmental Law, Insurance Coverage,
Labor and Employment Law, Litigation
Municipal and Public Agency, Nonprofit Organization, Public Finance, Real Estate and Land Use Law, Redevelopment and Housing, Special Education, and Water Law. |
|
Northwestern Mutual Financial Network
Wayne Hill
100 Pringle Ave. #150
Walnut Creek, CA 94596
925-296-5173
Fax: 925-210-1695
wayne.hill@nmfn.com
http://www.nmfn.com/waynehill
More Info...
Member Since: 2008
Listed in: Financial Services, Insurance, Investment Services, Estate Planning
Northwestern Mutual and I want to help you with all of your financial security planning. Learn how we can help. |
|
It's About Time Organizing Consultants
Mary Lynne Murray
Owner
1414 Quail View Cir.
Walnut Creek, CA 94597
925-933-9737
mlm@marylynnemurray.com
http://www.MaryLynneMurray.com
Photo Available
More Info...
Member Since: 2000
Listed in: Organizing Services, Senior Services, Estate Planning
We have served Contra Costa County (and beyond) for 10 years, providing services in both business and residential settings. We focus primarily on Home Office for the Business of LifeŽ, supporting senior citizens and their families, adults with ADD, and estates. Please call for a complimentary phone consultation. |
|
Shirley B. Couick, Attorney at Law
Shirley Couick
Attorney
P.O. Box 31435
Walnut Creek, CA 94598
925-465-4550
Fax: 925-465-4551
http://www.shirleycouick.com
More Info...
Member Since: 2006
Listed in: Attorneys, Legal Services, Estate Planning
Estate Planning | Living Trust | Wills-Probate. Proper estate planning allows you to plan for yourself and your loved ones without giving up control of your affairs.
Your estate plan should allow you to plan for the possibility of your own disability. It should give what you own to whom you want to receive it, the way that you want them to receive it, and when you want them to receive it.
Your estate plan should save every tax dollar, professional fee, and court cost that is legally possible to save.
Shirley B. Couick is a Walnut Creek, California, attorney and member of the National Network of Estate Planning Attorneys. Shirley's goal is to bring peace of mind by assisting you in organizing your life. |
|
New York Life Insurance Company
Withbert Payne
Ca. Ins. Lic. # 0E90257
P.O. Box 3769
Walnut Creek, CA 94598
925-708-6501
925-809-7043
Fax: 925-945-6678
paynebert@aol.com
http://www.newyorklife.com
Photo Available
More Info...
Member Since: 2007
Listed in: Insurance, Financial Services, Estate Planning, Accountants - Public, Investment Services
|
|
BBR LLP
Tom Rockwell
CPA, Partner
1676 N. California Blvd. 3rd FL
Walnut Creek, CA 94596
925-954-0100
Fax: 925-954-1068
trockwell@bbrcpa.com
http://www.bbrcpa.com
More Info...
Member Since: 1977
Listed in: Accounting Services, Accountants - Public, Estate Planning, Financial Planners & Asset Management, Tax Preparation
BBR LLP is a full-service CPA firm providing accounting, auditing, tax and consulting services to individuals, closely held businesses and nonprofit organizations. Our mission is to provide the highest level of service by maintaining and developing competent, experienced personnel who can respond to the diverse needs of our clients in a timely, accurate manner. We believe that this commitment to our clients and personnel, along with our active participation in the community, will generate new opportunities for professional and business growth. |
|
Burnham Brown
Gillespie Jeffrey
1901 Harrison St. 11th FL
Oakland, CA 94612
510-444-6800
Fax: 510-835-6666
jgillespie@BurnhamBrown.com
http://www.burnhambrown.com
More Info...
Member Since: 2005
Listed in: Attorneys, Legal Services, Insurance, Trustees, Estate Planning
Burnham Brown is one of Northern California's preeminent business counseling and litigation firms, offering clients leading-edge expertise and strategic guidance. Our services and expertise are aligned with our clients' personal, commercial, and corporate goals. |
|
Diana P. Sanderson & Association, CPA's
Diana Sanderson, CPA
Owner
1460 Maria Ln. #350
Walnut Creek, CA 94596
925-935-5328
Fax: 925-935-5294
Member Since: 1981
Listed in: Accounting Services, Accountants - Public, Tax Preparation, Estate Planning
Accounting Services / CPA. Tax Services include: Individual, Partnership, Corporations, S-Corporation, LLC, Fiducially, Estate | |
Law Offices of Patricia Rowe
Kris Vigna
Office Manager
1350 Arnold Dr. #200
Martinez, CA 94553
925-256-1000
Fax: 925-256-9190
krisvigna@sbcglobal.net
http://www.patriciarowe.com/
More Info...
Member Since: 2003
Listed in: Attorneys, Legal Services, Accountants - Public, Tax Preparation, Estate Planning
Attorney At Law, Certified Public Accountant. Integrated Tax, Estate & Business Planning; Trust Administration & Probate, Individual, Trust & Business Tax Returns. |
|
Putney Klein Associates, Inc.
Charles Putney
1243 Alpine Rd. #219
Walnut Creek, CA 94596
925-932-2612
Fax: 925-932-2118
chuck@putneyfa.com
http://www.putneyfa.com
More Info...
Member Since: 1972
Listed in: Financial Services, Financial Planners, Financial Planners & Asset Management, Tax Preparation, Estate Planning
Member Proudly Supports:
- The Walnut Creek Library Foundation.
- The Lions Clubs of Walnut Creek.
We help clients make smart decisions about money, minimize taxes, maximize wealth so that they can achieve financial independence. |
|
|
