Rosie Nuño
Contact for price
Responds in about 22 min
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About
Secure your family’s future with a FREE, no-obligation online consultation which will guide you through the critical components of estate planning.
Mobile notary included in select estate plan packages
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
Overview
Hired 6 times
Serves Modesto, CA
Background checked
3 employees
12 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Services offered
Draft needed
Will and Power of attorney
Living trust
Number of people
Individual person
Couple (individual and spouse)
Work location
My customers travel to me
Reviews
Customers rated this pro highly for professionalism, work quality, and value.
Exceptional 5.0
9 reviews
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Read reviews that mention:
Shelley M.
Sep 21, 2024
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
Josephine M.
Sep 30, 2024
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
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!
Micheal m.
3 weeks ago
Hired on Thumbtack
Very well work with my needs
I will use her again
Wills and Estate Planning
Coy P.
3 weeks ago
Hired on Thumbtack
Very professional
Legal Document Preparation
Credentials
Background Check
ROSIE NUNO