Estate Planning Attorneys in Concord, CA

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Top Concord, CA Estate Planning Law Firms

Law Office of Jane K. Penhaligen
5 out of 5
Location 3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, USA
Phone (925) 464-1598
Mullin Law Firm
4 out of 5
Location 1355 Willow Way Suite 110, Concord, CA 94520, USA
Phone (925) 852-6014
Law Offices of Lauren Smykowski
5 out of 5
Location 1255 Treat Blvd #300, Walnut Creek, CA 94597, USA
Phone (925) 257-4277
Law Office of Randolph Stein
5 out of 5
Location 1485 Civic Ct # 1330, Concord, CA 94520, USA
Phone (925) 674-3606
Richard D. Silvester, Attorney
Location 3101 Clayton Rd, Concord, CA 94519, USA
Phone (925) 687-0777
Estate Planning Lawyers in Concord, CA

Where Estate Planners in Concord, CA Serve

Concord, CA is a city in Contra Costa County, in the East Bay region of the San Francisco Bay Area. It is located northeast of San Francisco. Concord is known for its large shopping mall, Sun Valley Mall, and for being the home of the headquarters of The Gap clothing company. Some other major employers in Concord include John Muir Health, Kaiser Permanente, and Wells Fargo Bank. The major highways and streets in Concord include Interstate 680, State Route 242, and Treat Boulevard. The neighborhoods in Concord include Downtown Concord, Todos Santos Plaza, The Willows, and Sycamore Valley Ranch.

Financial Services Related to Estate Planning in Concord, CA

Banks and Credit Unions

Banks have long been a staple of the American economy, providing critical financial services to residents in every corner of the country. In Concord, CA, banks play an especially important role in the community, offering products and services that meet the unique needs of local residents. Here are just a few ways banks can provide financial services to Concord residents: 1. Offering a wide variety of products and services, including checking and savings accounts, mortgages, car loans, and credit cards. 2. Providing convenient locations with extended hours to serve customers who are busy during the day. 3. Offering online banking and other digital tools that make it easy for customers to manage their finances from anywhere. 4. Working with local businesses to support economic growth and job creation in the community.

Insurance Broker

Concord, CA residents need to purchase insurance policies from licensed brokers. The services that these brokers provide are important for the welfare of the citizens in this area. Some of the things that these professionals do include helping people find the right type of coverage, advising them on what to buy, and helping them file claims.

Retirement Planning

Concord, CA residents can benefit from retirement planning in a number of ways. By contributing to a 401k or IRA account, for example, they can save for their golden years while enjoying tax breaks. In addition, by working with a financial planner to create a retirement plan, Concord residents can ensure that they have enough money saved up to cover their costs once they stop working. Finally, by staying on top of their investments and making smart choices about when to retire, Concord residents can make the most of their retirement savings.

Wealth Management

Residents of Concord, CA can benefit from wealth management services in a number of ways. Wealth management can help to protect your assets and ensure that your money is working as hard for you as possible. In addition, wealth management can help to simplify your financial life and make it easier to plan for the future. If you are looking for a way to secure your financial future, then wealth management may be the right solution for you.

Financial Advisor

Concord, CA residents can benefit from the services of a financial advisor in a number of ways. Financial advisors can help individuals and families save for retirement, pay off debt, and invest for the future. In addition, financial advisors can provide guidance on insurance products, estate planning, and tax strategies.

Mortgage Loan Officer

Mortgage loan officers offer a variety of services to Concord, CA residents. They can help you purchase a new home, refinance an existing mortgage, or get a home equity loan. Mortgage loan officers can also provide advice on how to get the best interest rate and how to choose the right mortgage for your needs.

Tax Services

Residents of Concord, CA, can take advantage of the accounting services provided by local tax accountants. These professionals can help residents with a variety of tasks, including preparing and filing taxes, managing finances, and more. Residents who are looking for assistance in these areas should consider contacting a local accountant for help.


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