Financial, Insurance, Legal – Professionals who assist seniors and their families with financial, insurance and legal matters.
Finances: Accounting, bookkeeping, taxes
Insurance: Medical, Supplemental, long-term care and life insurance
Legal: Advice and assistance including mediators, fiduciary, notary and attorneys who specialize in eldercare, estates, trusts and probate
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We help families resolve arguments, build trust and make decisions about a loved one’s care or property.
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License(s): California State Bar No. 118071
The Brooke Law Group, PC provides quality estate planning, elder law and post mortem administration.
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License(s): LCSW, Licensed Insurance Agent, LCS14276
Medicare Advocates and Educators for local Seniors and Businesses
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License(s): CA Licensed Professional Fiduciary #1282
Certified Daily Money Manager for Seniors, Trust, Conservatorships. Manage the day to day bill payments, budgets, cash flow for Seniors.
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We are a team of professionals who strive to be a client’s trust advisors.
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License(s): OF32386
Senior Financial Group is a team of professionals dedicated to be being a client’s lifelong trusted advisor.
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License(s): 01198019
CIBA Real Estate is a commercial real estate Brokerage that specializes in Property Disposition and Acquisition.
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License(s): 631649
Insurance brokers providing all lines of insurance for both business and individual.