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Category: Estate Planning and Management

Showing: 319 results for Estate Planning and Management
near Dos Vientos Ranch, CA

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John C. Owens New York Life Insurance Agent

Life Insurance, Retirement Planning Services, Investment Advisory Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
Accredited BusinessAccredited Business
(805) 650-7333

4564 Telephone Road Ste 807,
Ventura, CA 93003

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Rick Scott Financial and Insurance Solutions

Estate Planning and Management, Financial Services, Homeowners Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
not BBB accredited
(805) 658-0001

6633 Telephone Rd Ste 218,
Ventura, CA 93003-5569

Montecito Bank & Trust

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • Santa Barbara County, CA
  • Ventura County, CA
Accredited BusinessAccredited Business
(805) 963-7511

300 W. Esplanade Dr,
Oxnard, CA 93036

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Secure Benefits Group, Inc.

Estate Planning and Management

Service Area

Serving the following areas:

  • Ventura County, CA
not BBB accredited
(805) 642-3595

674 County Square Drive #209B,
Ventura, CA 93003

Folino Tax & Financial Network

Financial Services, Tax Return Preparation, Tax Consultant ...

Service Area

Serving the following areas:

  • Ventura County, CA
not BBB accredited
(805) 482-4062

3801 Las Posas Road #101,
Camarillo, CA 93010

American Legacy Solutions

Financial Planning Consultants, Life Insurance, Retirement Planning Services ...

BBB Rating: A+
Service Area

Serving the following areas:

State of California

  • CA
Accredited BusinessAccredited Business
(805) 684-6480

5808 Telephone Rd Fl 2,
Ventura, CA 93003-5330

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Montecito Bank & Trust - Camarillo

Bank, Loans, Mortgage Lenders ...

BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • Santa Barbara County, CA
  • Ventura County, CA
Accredited BusinessAccredited Business
(805) 979-4485

770 Paseo Camarillo Suite 120,
Camarillo, CA 93010

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STAKERLaw

Estate Planning and Management, Probate Attorneys, Elder Law Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Ventura County, CA
  • Agoura Hills, CA
(805) 482-2282

1200 Paseo Camarillo #280,
Camarillo, CA 93010

A People's Choice

Legal Document Help, Paralegal, Estate Planning and Management ...

BBB Rating: A
Service Area

Serving the following areas:

California Counties we serve: Alameda, Alpine, Amador, Butte, Calaveras,<br /> Colusa, Contra Costa, Del Norte, El Dorado, Fresno, Glenn, Humboldt, x<br /> Imperial, Inyo, Kern, Kings, Lake, Lassen, Los Angeles, Madera, Marin, <br /> Mariposa, Mendocino, Merced, Modoc, Mono, Monterey, Napa, Nevada,

  • Alameda County, CA
  • Alpine County, CA
  • Amador County, CA
  • Butte County, CA
  • Calaveras County, CA
  • Colusa County, CA
  • Contra Costa County, CA
  • Del Norte County, CA
  • El Dorado County, CA
  • Fresno County, CA
  • Glenn County, CA
  • Humboldt County, CA
  • Imperial County, CA
  • Inyo County, CA
  • Kern County, CA
  • Kings County, CA
  • Lake County, CA
  • Lassen County, CA
  • Los Angeles County, CA
  • Madera County, CA
Accredited BusinessAccredited Business
(805) 648-5540

1000 Town Center Dr Ste 300,
Oxnard, CA 93036-1117

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Susan L. Wilson, A Professional Law Corporation

Estate Planning Attorneys, Lawyers, Probate Attorneys ...

BBB Rating: A+
Service Area

Serving the following areas:

<p>All of California, virtually.&nbsp;</p> <p>Ventura, southern Santa Barbara county and northern Los Angeles county.</p>

  • Ventura County, CA
Accredited BusinessAccredited Business

1000 Town Center Dr Ste 300,
Oxnard, CA 93036-1117

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Safeguard Investment Advisory Group, LLC

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Riverside County, CA
  • San Bernardino County, CA
  • San Diego County, CA
  • Santa Barbara County, CA
Accredited BusinessAccredited Business
(805) 985-8650

2851 N Ventura Rd # 102,
Oxnard, CA 93036

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Montecito Bank & Trust

Bank, Loans, Credit and Debt Counseling ...

BBB Rating: A+
Service Area

Serving the following areas:

Branches across Santa Barbara &amp; Ventura Counties, including Montecito, Santa Barbara, Goleta, Carpinteria, Solvang, Westlake Village, Camarillo, Ventura&nbsp;<br>Serving both personal and business clients throughout Southern California

  • 93001
  • 93002
  • 93003
  • 93004
  • 93005
  • 93006
  • 93007
  • 93009
Accredited BusinessAccredited Business
(805) 963-7511

4730 Telephone Rd,
Ventura, CA 93003-5210

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Soares, Sandall, Bernacchi, & Petrovich, LLP, Certified Public Accountants

CPA, Tax Return Preparation, Accountant ...

BBB Rating: A+
Service Area

Serving the following areas:

  • 93036
not BBB accredited
(805) 485-7965

405 E. Esplanade Dr., Third Floor,
Oxnard, CA 93036

BrightPath Wealth Planning

Financial Planning Consultants, Retirement Planning Services, Investment Advisory Services ...

Service Area

Serving the following areas:

  • Santa Barbara County, CA
  • Ventura County, CA
not BBB accredited
(805) 764-0335

5999 Ridge View St Ste B,
Camarillo, CA 93012-9442

Sterling Legal Plans

Paralegal, Estate Planning and Management, Geologist

Service Area

Serving the following areas:

  • Ventura County, CA
not BBB accredited
(805) 777-7090

925 Broadbeck Drive, Suite 220,
Thousand Oaks, CA 91320

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