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Estate Planning

195 Listings returned
Rothbard & Company, CPAs is a full-service accounting firm offering tax preparation, accounting, financial planning, business consulting, and more to individuals and businesses. They provide high-quality, personalized service to help clients achieve their financial goals….
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Rothbard & Company CPAs and Advisors is a full-service accounting firm providing a wide range of services to individuals and businesses. We are committed to providing high-quality, personalized service to each of our clients.

Our team of experienced professionals is dedicated to helping our clients achieve their financial goals. We offer a variety of services, including tax preparation, financial planning, and business consulting. We pride ourselves on our ability to build strong relationships with our clients and to provide them with the support they need to succeed.

We believe that our clients’ success is our success. Our philosophy is built on the foundation of providing exceptional service and building lasting relationships with our clients. We are committed to providing our clients with the highest level of professional service and expertise. We strive to understand our clients’ individual needs and goals and to tailor our services to meet those needs. We are dedicated to providing our clients with the tools and resources they need to make informed financial decisions.

We are a team of experienced and dedicated professionals who are passionate about helping our clients achieve their financial goals. We are committed to providing our clients with the highest level of service and expertise. We believe that our clients’ success is our success. We are proud to be a part of the community and to serve our clients’ needs.

Financial Harmony provides comprehensive financial planning and investment management services to individuals and families in the Puget Sound area, helping them achieve their financial goals through personalized plans and ongoing support….
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Financial Harmony Tax Resolution helps individuals and businesses resolve tax problems with the IRS. We understand that dealing with the IRS can be stressful, and we are here to help you navigate the process.

We offer a variety of services to help you resolve your tax issues, including tax preparation, tax planning, and tax resolution. We are a team of experienced tax professionals who are dedicated to providing you with the highest quality service. We are committed to helping you achieve financial harmony.

Our philosophy is based on the belief that everyone deserves access to quality tax services. We are committed to providing our clients with the best possible service and support. We strive to build strong relationships with our clients based on trust and mutual respect. We are dedicated to helping our clients achieve their financial goals.

We are a team of experienced and dedicated professionals who are passionate about helping our clients resolve their tax problems. We work hard to ensure that our clients are satisfied with our services. We are committed to providing our clients with the highest level of service and support. We are a full-service tax resolution firm that offers a wide range of services to help you resolve your tax issues. We offer a variety of services to help you resolve your tax issues, including tax preparation, tax planning, and tax resolution. We are committed to providing our clients with the best possible service and support. We strive to build strong relationships with our clients based on trust and mutual respect. We are dedicated to helping our clients achieve their financial goals. We are a team of experienced and dedicated professionals who are passionate about helping our clients resolve their tax problems. We work hard to ensure that our clients are satisfied with our services. We are committed to providing our clients with the highest level of service and support.

San Francisco
SF Bay Estate Planning is a Bay Area law firm specializing in comprehensive estate planning, helping clients protect assets, minimize taxes, and ensure smooth wealth transfer to loved ones. They offer estate planning, probate, and trust administration services….
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Law Offices of Hanlen J. Chang is a law firm specializing in estate planning. We help clients in the San Francisco Bay Area protect their assets and ensure their wishes are carried out.

Our services include estate planning, probate, and trust administration. We are committed to providing personalized service and attention to detail. We strive to build long-term relationships with our clients based on trust and mutual respect. Our goal is to make the estate planning process as smooth and stress-free as possible.

We understand that estate planning can be a complex and emotional process, and we are here to guide you every step of the way. We offer a variety of services to meet the needs of our clients, including: Estate planning, Probate, Trust administration. We serve clients throughout the San Francisco Bay Area.

We are dedicated to providing our clients with the highest quality legal services. We believe that everyone deserves access to quality legal representation, regardless of their financial situation. We offer a free initial consultation to discuss your legal needs. Contact us today to schedule your appointment.

Humphrey & Associates is a full-service law firm offering legal services in family law, personal injury, criminal defense, and more. They are committed to providing high-quality representation with personalized service and client communication….
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Arthur Samuel Humphrey, Attorney at Law, P.C. is a law firm dedicated to providing legal services.

The firm’s website does not offer a detailed description of its services or history beyond stating its dedication to providing legal services. No further information regarding the business’s practices, philosophy, team, or history is available on the website.

J. Harrington Law provides comprehensive legal services to individuals and businesses in the US, focusing on estate planning, probate, business, real estate, family, and criminal law. They prioritize building strong client relationships and achieving optimal outcomes….
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The Law Office of John D. Harrington is dedicated to providing skilled and experienced legal representation. We are committed to providing our clients with the highest quality legal services in a professional and courteous manner.

Our philosophy is built on the principles of integrity, hard work, and dedication to our clients’ success. We strive to understand our clients’ needs and goals, and we work tirelessly to achieve the best possible outcome for them. We handle a wide range of legal matters, ensuring that our clients receive the personalized attention they deserve.

We are a team of experienced attorneys and support staff who are dedicated to providing our clients with the highest quality legal services. We believe that every client deserves the best possible legal representation, and we are committed to providing that representation.

4.0
(5 reviews)
San Jose
San Jose
Effectus Group is a full-service CPA firm offering accounting, tax, and consulting services to businesses and individuals, committed to high-quality, personalized service to help clients achieve their financial goals….
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Effectus Group is a team of experienced professionals providing a range of services to help businesses thrive. We are dedicated to providing exceptional service and building strong, lasting relationships with our clients. Our team combines extensive experience in various fields, allowing us to offer comprehensive solutions tailored to each client’s unique needs.

We pride ourselves on our ability to understand our clients’ businesses and develop strategies that deliver measurable results. We believe in building strong relationships with our clients, based on trust, transparency, and mutual respect. Our approach is collaborative and consultative, ensuring that our clients are actively involved in every step of the process.

We are committed to providing our clients with the highest level of service and support. We strive to exceed expectations and deliver exceptional results. Our goal is to help our clients achieve their business objectives and reach their full potential. We are passionate about helping businesses succeed, and we are committed to providing the resources and support they need to achieve their goals.

We offer a variety of services designed to help businesses of all sizes improve their performance and achieve sustainable growth. We work closely with our clients to understand their specific needs and develop customized solutions that address their unique challenges. We are committed to providing our clients with the highest quality service and support. We are a team of experienced professionals who are passionate about helping businesses succeed. We are dedicated to providing our clients with the best possible service and support. We are committed to building strong, lasting relationships with our clients, based on trust, transparency, and mutual respect.

4.8
(26 reviews)
Santa Clara
Santa Clara
Chugh & Company LLP is a full-service accounting and consulting firm offering tax preparation, accounting, financial, and business consulting to individuals and businesses. They provide personalized service to help clients achieve their financial goals….
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Chugh, LLP is a “full-service business law firm” dedicated to providing “high-quality legal services” to its clients. The firm’s practice areas include “corporate transactions, real estate, intellectual property, litigation, and employment law.”

They strive to “build long-term relationships” with their clients, based on “trust, integrity, and mutual respect.” Chugh, LLP is committed to “providing exceptional legal representation” and “achieving the best possible outcomes” for their clients. Their approach involves “understanding their clients’ business objectives” and “developing creative and effective solutions” to their legal challenges.

The firm emphasizes “responsive and personalized service,” ensuring that clients receive “the attention and expertise they deserve.” Chugh, LLP’s lawyers are “experienced and knowledgeable in their respective fields,” and they work collaboratively to “provide comprehensive legal counsel.” The firm is dedicated to “providing exceptional legal representation and achieving the best possible outcomes for our clients.” They are committed to “building long-term relationships based on trust, integrity, and mutual respect.”

The firm’s philosophy centers on “understanding our clients’ business objectives and developing creative and effective solutions to their legal challenges.” They pride themselves on “responsive and personalized service,” ensuring clients receive “the attention and expertise they deserve.” Chugh, LLP’s lawyers are “experienced and knowledgeable in their respective fields,” and they work collaboratively to “provide comprehensive legal counsel.” The firm’s commitment to excellence is reflected in its dedication to “providing high-quality legal services” and “achieving the best possible outcomes” for its clients. They aim to “build long-term relationships” based on “trust, integrity, and mutual respect.” This commitment to client satisfaction is a cornerstone of their practice.

St. Clair Financial Services offers comprehensive financial planning and investment management to individuals and families in the St. Clair Shores, Michigan area. They help clients achieve their financial goals through personalized plans and strategies….
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St. Clair Financial Services provides comprehensive financial planning and investment management to individuals and families, building long-term relationships based on trust and understanding of clients’ goals. Our personalized approach ensures each client receives the attention needed to achieve their objectives.

We collaborate with clients to develop customized financial strategies, offering services including retirement planning, investment management, estate planning, and tax planning. Our experienced professionals provide exceptional service and support in a comfortable, trusting environment.

We believe financial planning is an ongoing process, dedicated to providing support and guidance throughout clients’ lives to achieve financial security and peace of mind. As a fee-only firm, we avoid commissions, ensuring recommendations are always in clients’ best interests.

Our commitment to transparency and ethical conduct helps clients make informed decisions about their financial future. We believe financial planning is critical for long-term success, providing the tools and resources for informed decisions and building strong, long-term relationships based on trust and mutual respect.

4.9
(138 reviews)
Rochester Hills
Rochester Hills
FRAM, CPA, PLLC is a full-service accounting firm offering tax preparation, accounting, bookkeeping, financial statements, payroll, business consulting, and more to individuals and businesses. They provide high-quality, personalized service to help clients achieve their financial goals….
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Fram & Fram, CPAs is a full-service accounting firm providing a wide range of services to individuals and businesses. We are committed to providing high-quality, personalized service to each of our clients.

Our services include tax preparation and planning, accounting and bookkeeping, financial statement compilation and review, and business consulting. We strive to build long-term relationships with our clients based on trust, integrity, and mutual respect. We believe that open communication and a collaborative approach are essential to achieving our clients’ financial goals.

Our team of experienced professionals is dedicated to providing exceptional service and exceeding client expectations. We are committed to staying current with the latest tax laws and accounting regulations to ensure that our clients receive the most accurate and up-to-date advice. We use the latest technology and software to streamline our processes and improve efficiency.

We are proud to serve the community and are committed to giving back through our involvement in various charitable organizations. Our goal is to provide our clients with the highest quality accounting and tax services available. We are committed to providing our clients with personalized service and attention.

Allegiance Advisor is a financial planning firm offering personalized strategies for individuals and businesses. They provide services including tax planning, investment management, retirement, and estate planning, focusing on building long-term client relationships….
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Allegiance Advisors and Tax Solutions is a full-service accounting and tax firm dedicated to providing comprehensive financial solutions to individuals and businesses. We offer a wide range of services designed to help our clients achieve their financial goals.

Our team of experienced professionals is committed to providing personalized service and expert advice. We strive to build long-term relationships with our clients based on trust, integrity, and mutual respect.

We believe in providing proactive, personalized service to help our clients make informed financial decisions. Our goal is to help our clients achieve financial success through comprehensive financial planning, tax preparation, and accounting services.

We are committed to providing our clients with the highest level of service and expertise. We are dedicated to helping our clients navigate the complexities of the financial world and achieve their financial goals. We offer a variety of services, including tax preparation, financial planning, and accounting services. We are a team of experienced professionals who are dedicated to helping our clients achieve their financial goals.