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Laurels

Best Estate
Planners in
Fresno
2020

We scored 125 Estate Planners in Fresno, CA and Picked the Top 10

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Find Your Financial Advisor Match

No obligation | No cost

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Here are the Picks:

Cuttone & Associates

Dias Law Firm, Inc.

Fishman, Larsen, & Callister

Ford Financial Group

Fort Washington Financial & Insurance Services, Inc.

Heberger & Company

Law Office of Howk & Downing, L.L.P.

The Reich Law Firm

Thiesen Dueker Financial Consulting Group

Walter Wilhelm Bauer

Why These Estate Planners?

Our goal is to connect people with the best local experts. We scored Fresno Estate Planners on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 125 79 10

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Find Your Financial Advisor Match

We've helped tens of thousands of people find top local financial advisors.

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Cuttone & Associates

Cuttone & Associates is a real estate and business law firm that offers personalized legal solutions to clients in the Fresno area. The lawyers are well-versed in a broad range of practice areas, including real estate litigation, real estate transactions, business litigation, business transactions, landlord and tenant law, and estate planning. Founding attorney, Brian Keith Cuttone, is a member of the State Bar of California.

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Dias Law Firm, Inc.

Dias Law Firm, Inc. is a firm that offers persistent legal representation to individuals and businesses in the Hanford area. Their team is well-versed in an array of practice areas, including corporation law, real estate law, family law, personal injury law, probate and trusts, estate planning, civil litigation, business law, employment law, and criminal law. The founder, Michael A. Dias, is a member of the Fresno County Bar Association and the National Association of Criminal Defense Lawyers.

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Hanford, CA 93230

Website

(559) 585-7330
Website
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Fishman, Larsen, & Callister

Fishman, Larsen, & Callister is a law firm that offers legal solutions to individuals and businesses throughout the Fresno area. The lawyers are well-trained in a broad selection of legal areas, including claim avoidance, litigation, entity selection and formation, business planning, tax planning, tax litigation, estate planning, real property, and trust administration. Their founding member, Robert G. Fishman, is a member of the Fresno County Bar Association and the State Bar of California.

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Ford Financial Group

Ford Financial Group is a financial advisory firm that offers investment solutions to clients in the Fresno area. This team handles a range of financial services, including retirement planning, income and investment planning, tax planning, estate planning, life insurance, long-term care insurance, and education planning. The CEO, Carole R. Ford, was named by Barron’s Magazine as one of the Top 100 Women Financial Advisers in the United States.

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Fresno, CA 93704

Website

(559) 449-8690
Website
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Fort Washington Financial & Insurance Services, Inc.

Fort Washington Financial & Insurance Services, Inc. is a wealth management firm that offers financial solutions to individuals in the Fresno area. The company provides services that include life planning, wealth accumulation, retirement and income planning, asset allocation and management, tax management, wealth planning, portfolio monitoring, and legacy planning. Fort Washington Financial & Insurance Services, Inc. is composed of certified public accountants, investment advisors, and registered representatives.

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Heberger & Company

Heberger & Company is an accounting firm that provides financial management services to individuals, businesses, and organizations in the Fresno area. The corporation was established in 1985 to offer non-profit information returns, payroll returns, sales and use tax returns, pension and profit sharing, property tax, litigation, and business valuation services. The founder, John Heberger, is accredited by the American Institute of Certified Public Accountants and the National Association of Certified Valuation Analysts.

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Fresno, CA 93711

Website

(559) 227-9772
Website
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Law Office of Howk & Downing, L.L.P.

The Law Office of Howk & Downing, L.L.P. is a firm that provides estate planning and elder law services to families and individuals in the Fresno area. The attorneys assist clients in a variety of legal matters, including veteran’s benefits, life care planning, estate planning, probate, trust administration, Medi-Cal application and planning, special needs planning, and conservatorships. The attorneys at the Law Office of Howk & Downing, L.L.P. are members of the Wealth Counsel and the National Attorney of Elder Law Attorneys, Inc.

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The Reich Law Firm

The Reich Law Firm is a family-run law office that has been representing clients in the Fresno area for over 30 years. Their team is highly experienced in handling a broad spectrum of legal matters, including civil and business litigation, injuries, accidents, business formation and transactions, estate planning and probate, and bankruptcy. The Reich Law Firm is pleased to offer free initial consultations.

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Fresno, CA 93720

Website

(559) 440-1191
Website
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Thiesen Dueker Financial Consulting Group

Thiesen Dueker Financial Consulting Group is a financial advisory company that offers customized asset strategies to individuals in the Fresno area. This team has extensive experience in handling financial planning, retirement and income planning, investment portfolio, tax management, risk management, education planning, and trust and estate planning. Thiesen Dueker Financial Consulting Group offers free educational seminars.

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Fresno, CA 93720

Website

(559) 448-8190
Website
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Walter Wilhelm Bauer

Walter Wilhelm Bauer is a business law firm that provides innovative legal solutions to clients in the Fresno area. The legal team specializes in insolvency and reorganization, agricultural law, employment and labor law, and estate planning, and also handles matters involving real estate, trust administration, and business entity formation. The attorneys at Walter Wilhelm Bauer are listed as Super Lawyers.

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Here's what you'll get:

  • In-person meeting with pre-screened advisor
  • Review of current investments
  • Expert financial insight
  • Confidential service

Find Your Financial Advisor Match

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