Search for "Financial Advisors Services"

I am an Orange County business and estate planning attorney, business owner, husband, and dad of four great kids focused on helping families and businesses meet their financial, legal, and moral obligations to their loved ones by creating estate, business, and life plans that ensure their family's complete protection and well-being. Most people think of estate planning as a process for planning your death. Who would be excited about that? I look at estate planning as the process of planning for the best in life and Achieving Your Dreams! THE MEIER LAW FIRM DIFFERENCE ...

James Hobi 202-851-0126 experienced Corporate Counsel, Attorney, Tax Lawyer/Tax Advisor American Law & Tax Counsel, PLLC Limited Federal Law & Tax specialty practice US District Court of The District of Columbia US Bankruptcy Court of The District of Columbia (and other US Federal Courts, not offering court representation in state or local courts) Free Consultation "We listen and solve problems for clients. We help people and business groups with business law, tax, collections, immigration, dispute resolution, insurance matters and more" LEGAL EDUCATION Washington University in St. Louis School of Law Boston University School of Law ADVANCED LEGAL TRAINING Graduate Certificate, US Business Law: University of Pennsylvania Carey Law School Graduate Certificate, International Law: The Hague...

At the law firm of Peter G. Milne, P.C., our mission is to provide excellent legal counsel and advocacy in the practice areas of tax law, business law, estate planning, wills, trust and probate law, family law and elder law, including Medicaid planning, guardianships and application for public assistance. Our satisfied clients include people of all ages and from all walks of life, small and large businesses, nonprofit organizations and trustees. We advise, counsel and represent clients referred by other attorneys, certified public accountants, tax return preparers, financial advisors, past opponents and their legal counsel, and most importantly, by current...

Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...

My greatest attribute is the ability to fully invest myself in my clients. To a client, this means that I will do everything possible to understand your needs, to stand up and advocate for your interests, to fine tune every detail of documents created on your behalf, and to secure a favorable outcome in your case. I understand that when a client comes to our law firm, they are often feeling stress, whether from a difficult family issue, being a defendant in a criminal matter, or trying to plan for the future of their loved ones. My goal...

Attorney Wiley worked extensively throughout his undergraduate and law school years in the financial services industry. During the course of this period he spent several years working with Northwestern Mutual in Philadelphia, PA and Hamden, CT. Ultimately he served as investment coordinator for a top ranked Certified Financial Planner, before transitioning his planning experience into the legal arena.

Accepting an opportunity with Withers Bergman LLP, Attorney Wiley cultivated his now thriving passion for creating expertly crafted custom estate planning documents. After passing the bar in 2009, Attorney Wiley practiced under the tutelage of Attorney Suzann Beckett at the Estate Planning Law...

Attorney Hanley has focused her practice on representing investors nationwide who have lost their savings and retirement funds as a result of their brokerage accounts being mishandled. Attorney Hanley represents investors in claims against their brokers, broker dealers, investment advisors, financial advisors, and insurance companies. Attorney Hanley is experienced in providing representation for investors who have been the victims of financial fraud, negligence and unsuitable investments. Attorney Hanley has experience in prosecuting claims against the major Wall Street brokerage firms.

Attorney Hanley has extensive experience in the areas of securities litigation and arbitration, including securities class actions, numerous arbitrations...

Do you squirm every time your Financial Advisor asks if you've done your will yet? Let's face it, almost nobody wants to talk about estate planning. We procrastinate. We make excuses. We don't want to do it. But there is that nagging voice that reminds you that you really should just get it done. And you know that if you get those "affairs in order," you'll sleep better. The voice gets louder every time you hear the horror stories about probate. But somehow the whole idea is about as much fun as planning a tooth extraction. It...

Dean Hedeker is a leading Chicago-area authority on estate and tax planning, business law and investments. A long-time resident of north suburban Lincolnshire, Dean has more than 25-years experience helping business owners and families grow, protect and pass on their hard-earned money through tax planning, estate planning and investment management services. Dean is among a rare breed of professionals because he possesses wide-ranging experience and certifications in the fields of law, estate, tax and financial planning and accounting. Over the past 10 years alone, Dean has created more than 2,000 estate plans and every year he handles more than 300 complex...

ROGER J. YEHL / FORMER CHAPTER 13 TRUSTEE STAFF ATTORNEY Mr. Yehl has now opened two offices in New Jersey while maintaining two office locations in New York. Roger Yehl has been an attorney since 2002 upon his admission to the New York State Bar. In 2004, Mr. Yehl moved to NJ upon his successful completion of the New Jersey Bar Examaination. Mr Yehl began employment in 2004 as a staff attorney to Chapter 13 Trustee, Isabel C. Balboa in New Jersey. At this position, Mr. Yehl refined his skills in Bankruptcy while working on thousands of Chapter 13 Bankruptcy cases over...

Tyler Coe is known for his approachable demeanor and awareness of the many factors that come into play in each case. High conflict cases and financial matters are key areas of emphasis for Tyler. He thoroughly analyzes and collaborates with clients to understand and get to the bottom of complicated relationships.

As a family lawyer, he is experienced in managing cases involving divorce, child custody, modifications, and high conflict disputes. He is familiar with the unique needs in mid-to-high asset divorce. He routinely represents young professionals, established professionals, business owners, executives, and stay-at-home spouses. He works closely with financial advisors, accountants,...

A resident of Oakland, Len spent much of his legal career with prestigious, top-ranked, San Francisco law firms. Mr. Watkins brings the same level of expertise, and standard of excellence, to his practice in the East Bay. Focusing on consumer bankruptcy and business law, Mr. Watkins’ depth of experience and training include: A Masters of Business Administration, concentrating on finance, from the University of California, at Davis A stock brokerage license (inactive) from the National Association of Securities Dealers A California Real Estate Broker’s license Previous Experience Business Attorney Norris & Norris (now...

Walter C. Koczot, JD, CTFA - Walt has been in the financial services industry for over twenty-five years, with the past seventeen years focused in the areas of personal trust administration and estate planning. In his role as a Personal Trust Specialist he is responsible for the administration of trusts and for providing clients with estate planning assistance. Trust administration is the day to day operation of a trust keeping it in compliance with the terms of the trust document as well as legal, tax and regulatory requirements. As an estate planner he is a resource to...

Meet Jacklyn Truppa, Your Trusted Estate Planning Attorney at Dynasty Law, LLC! Jacklyn Truppa is not your ordinary estate planning attorney. With a genuine passion for helping individuals and families shape their legacies, Jacklyn brings a unique combination of legal expertise and heartfelt compassion to her practice. Known for her warm and approachable demeanor, Jacklyn understands that estate planning is more than just paperwork—it's about empowering you to protect your loved ones and create a lasting impact. She takes the time to listen attentively to your goals, concerns, and wishes, ensuring that every aspect of your estate plan is customized to your...

Jeff focuses his practice on advising middle market and emerging growth companies, as well as venture capital and private equity fund investors, in avoiding, managing, and mitigating risk and litigation associated with corporate transactions and business operations. In addition to his strategic risk advisory practice, Jeff acts as a business advisor to companies and investors on general corporate and business law matters, helping them realize their strategic business objectives and goals while managing their risk exposure. Jeff’s practice includes assisting companies and investors with mergers and acquisitions, joint ventures, negotiating and drafting complex commercial contracts, financing, corporate governance, entity...

In my early years as a financial planner, I realized that estate planning was an often-overlooked area of planning not only by clients but by their financial advisors. The reason I became an attorney was to help people make sure that their wishes are carried out during incapacity and after death. I had seen too many people impacted by the lack of estate planning or poor estate planning. I did not want to see the government or the courts take control of a person's property in a way that was not consistent with the person's wishes and intent. I am passionate...

Pat Crowl concentrates his practice on employment litigation. He has experience in trial advocacy, case assessment, handling discovery requests, drafting motions and taking and defending depositions. He has participated in jury trials, mediations and settlement conferences.

Prior to attending law school, Pat worked as a financial advisor at a large investment bank and financial services company. While there, he managed more than $300 million worth of private assets.

While attending UC Davis, Pat competed in rugby and track. He also earned the UC Davis Scholar Athlete Award.

Mehlman Law Group is an East Bay (Walnut Creek, CA) real estate, business, and civil litigation law firm. We practice in all San Francisco Bay Area state and federal courts. I believe all clients should have access to high-quality legal services. Many of my clients see me as their "in-house" counsel or trusted personal legal advisor. For legal advice or representation, contact me at (925) 935-3575 or steven@mehlmanlawgroup.com for a free consultation. I have thirty years of experience representing small businesses and individuals. I consult with, provide guidance to, and refer clients to other professionals, including real estate and mortgage brokers, accountants,...

Lawrence (Larry) Tepper specializes in the valuation and appraisal of promissory notes, mortgage notes, and debt cash-flow instruments nationally. Nation-wide services for banks, trust companies, self-directed IRA accounts, estates, attorneys, CPAs, and individual investors. Consulting Services Free Appraisal Price Quotes EDUCATION AND TRAINING Law Degree /Accounting Minor University of Denver Managing Colorado Real Estate Broker-- Promissory Notes Specialization Certified Commercial Investment Member from the National Assoc. Realtors (CCIM) PRACTICAL EXPERIENCE 35 + years of national promissory note and mortgage note appraisal and valuation for Banks, Trust Companies, Attorneys, CPA's, Estates, Trusts, Executors, Administrators, and Financial Advisors. No charge file review and discussion of...

Annette Dawson-Davis, B.S., M.Ed., J.D.

MY STORY:
After my father, Howard Q. Dawson, Sr.-Major USAF, died, I found his trust was not well-written. My dad was sold an estate plan by a large corporation based in another state. These corporations are called "Trust Mills," which give accountants and financial advisors large referral fees to recommend their services to clients. The attorney that prepared the trust did not take the time to make sure all of the important details and contingencies were covered. The attorney did not stand behind the product and was not available to help when problems arose....

Neil L. Henrichsen has been a voice for working people his entire professional career. Mr. Henrichsen is an experienced AV Rated civil trial lawyer representing exclusively employees in whistleblower, discrimination, sexual harassment, and other employment and labor claims. Mr. Henrichsen also works in the civil rights law field and has successfully tried to verdict numerous cases before juries and judges in state and federal courts throughout the United States. Mr. Henrichsen has over 33 years of employment and labor law experience primarily advocating for the rights of employees, including executives of all levels, sales executives, financial advisors and finance professionals, physicians,...

Attorney Gina Ghioldi is the founding partner of The Law Office of Gina M. Ghioldi, P.C., a boutique family law firm located in Lexington, Massachusetts. She is a graduate of Simmons College and Suffolk University Law School. Gina is licensed to practice law in Massachusetts and the District of Columbia. Gina manages the firm and works very closely with Attorney Rebecca Ryan on all the firm’s cases. She is also a trained mediator guiding people to resolution on all family-related matters such as divorce, paternity, post-divorce modifications (custody/parenting/relocation/child support/alimony) and disputes regarding care of elderly parents, disabled family members and family...

Attorney Jeffrey E. Elliott (Cruz) principal legal eduction and training commenced at West Valley College in Saratoga, California, where he received an AA degree. Where After, Mr. Elliott-Cruz graduated from Brigham Young University in Provo, Utah awarded a BS an also, an extra major skill in writing. Next stop, was Santa Clara university law school, wherein, he obtained a JD degree. His post graduate education in the law also consists of a certificate of Achievement in the Federal Trials Practice Program from the Northern District of California. Two distinct and separate certificate of completion from the College of Hastings Trial...

I'm a North Carolina native and graduated from Duke University. I then attended both the University of Georgia Terry College of Business and School of Law and graduated with a joint Master of Business Administration in Finance and law degree, Juris Doctor Magna Cum Laude. I'm licensed to practice in both Georgia and North Carolina.

I provide general business representation to a variety of clients with emphasis in commercial real estate, business organizations and commercial transactions. My clients have included business owners, software development and licensing companies, automobile dealerships, franchisees, professional service providers, insurance agents and brokers, financial advisors, commercial...

Our mission is to help people resolve their financial challenges. We do this by listening to our clients' issues and objectives, and developing a legal strategy to best meet those objectives. Legal services include debt-negotiations and restructuring, foreclosure defense, home loan modifications, short sales, deeds-in-lieu of foreclosure, assignments for the benefit of creditors and of course bankruptcy. We utilize Chapter 7, Chapter 11 and Chapter 13 of the Bankruptcy Code and Chapter 727 of Florida Statutes. We represent debtors and creditors, individuals and businesses, and always offer free phone consultations to help people quickly understand their...

Accomplished attorney and financier with over 30 years of experience advising companies in commercial real estate transactions, including legal entity formation, joint ventures, property acquisitions and sales, due diligence, land use planning and entitlements, secured and unsecured financing, construction contracts, litigation and arbitration.

Transaction oriented with significant experience in a wide range of commercial contracts, including reviewing, drafting and negotiating joint venture agreements, development agreements, construction contracts, public utility agreements (including service design, installation and power purchase), vendor agreements, service contracts, operation and maintenance agreements, real estate leases, secured and unsecured financing loan agreements, etc. Adept at working collaboratively and...

Jason devotes his legal career to helping individuals and businesses navigate the complexities of U.S. and international tax laws and regulations. His commitment is to provide the most sophisticated and highest quality tax services which has enabled him to build meaningful and lasting relationships with clients.

Jason has over 8 years of tax experience advising individuals and global organizations on tax issues related to domestic reporting and compliance, and international tax issues involving tax treaties, transfer pricing, and cross-border investments and business operations. He also represents individuals and businesses faced with IRS notices and audits, and can assist with...

James Meyrat executes an aggressive legal strategy to achieve your goals. James Meyrat is not the risk aversive type of lawyer looking to settle before actually preparing your case for trial.

In the decisive moments of your family law case James is ready to take your case as far as necessary in litigation to get what you really want.

Divorces and family law litigation can be emotionally stressful, financially taxing, and spiritually draining. You need a lawyer to be “in your corner.”

Whether your divorce is uncontested or you’re fighting over property, custody, or both, James Meyrat will aggressively...

Kristen Spees is a Nevada, California and Hawaii Estate Planning Attorney. She focuses on Estate Planning such as Wills and Trusts, Deeds, Charitable Giving, Corporate Social Responsibility and Foundations.

She works with her parents, Frank and Judy Spees, who have worked as estate and financial planning attorneys since 1984. Between the two, they are licensed in HI, NV, CA and FL. www.Spees.com. Their son, Justin Spees, began his career as an investment advisor in 2007 and started managing accounts for clients, trusts, foundations, and businesses. He formed Just Advisors in 2008 and has continued to manage the firm which offers...