Rosie Nuño
Contact for price
Responds in about 3 hours
Introduction
Secure your family’s future with a FREE, no-obligation consultation which will guide you through the critical components of estate planning.
Estate Planning Education Included in FREE 30 min Consultation Covering:
• Guardianship Planning
• Succession Planning
• Business Protection
• Asset Protection
• Wills and Trust
• Life Planning
• Financial Power of Attorney
• Medical Power of Attorney
• Probate
By providing a dual platform which offers both estate planning and financial services, clients are able to come to one diverse platform for everything!
- Estate Planning Education Seminars
- Financial Education Seminars
- Long Term Savings Strategies
- Wealth Protection Plans
- Insurance Protection
- Retirement
- Retirement Supplements
- Tax Free Strategies
- Annuities
- Estate Planning
- Wills & Trust
As a licensed independent agent, I can customize a detailed plan based on budget and goals.
Starting with education and awareness, my team and I can help you prepare for uncertainty no matter where you are in your journey.
“Failing to Prepare is Preparing to Fail.”-Benjamin Franklin
Overview
Hired 2 times
Serves Ripon, CA
Background checked
3 employees
11 years in business
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Reviews
Customers rated this pro highly for professionalism, work quality, and value.
Exceptional 5.0
7 reviews
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Read reviews that mention:
Josephine M.
Sep 30, 2024
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Hired on Thumbtack
Hired on Thumbtack
Rosie was very knowledgeable and guided us through the entire process. We felt very comfortable and confident working with her and would highly recommend. The services provided were quick and cost effective.
Wills and Estate Planning
Shelley M.
Sep 21, 2024
·
Hired on Thumbtack
Hired on Thumbtack
Working with Rosie has been such a wonderful experience! She was extremely responsive even on the weekends when it's typically a non-business hours, which shows her willingness to go above and beyond.
I needed legal advice and an appointment for Trust and Will services which she expedited phenomenally. I highly recommend working with Rosie if you need legal services.
Legal Document Preparation
Alexandria P.
Jun 25, 2024
Rosie was absolutely phenomenal! Very thorough and knowledgeable from beginning to end! You can tell she really cares about her clients in the time she takes to explain estate planning, how it works, and all the options available. Excellent customer service the entire experience! I highly recommend her!
Siana B.
Jun 27, 2024
Rosie is the best! I love working with her, as she is professional, efficient, punctual, has excellent work quality, and cares about providing the best possible experience to her clients. Rosie assists over 90% of my clients who inquire about Trusts. I trust sending my clients to her because she always delivers the best possible experience and my clients also love working with her! Thank you Rosie for all you do! I look forward to continuing to work with you!
Mary Lynn N.
Jun 28, 2024
Knowledgeable!!!
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ROSIE NUNO