Team 100 Referral Network
Solvang Business Network
We are proud to refer clients to businesses and professionals with whom Lawvex has a personal relationship. Explore our trusted Solvang referral network below.
Accountant-CPA Estate/Trust
Owens & ThoreTax Professionals, Inc.
Solvang
Owens & Thore Tax Professionals, Inc., whose team includes Kayvon Salafian, is an accounting and tax firm based in Solvang, California. The firm provides CPA and tax services with a focus on estate and trust accounting for individuals and fiduciaries in the Santa Ynez Valley.
Fiduciary
Channel Island Fiduciary Group
Solvang
Channel Islands Fiduciary Group, founded by Courtney DeSoto, J.D., is a professional fiduciary firm based in Santa Barbara, California. The firm specializes in fiduciary services for seniors and dependent adults, including conservatorship, trustee, and asset management support during major life transitions.
Fiduciary
Quinn Fiduciary Services
Solvang
Quinn Fiduciary Services, whose team includes Shannon Dalton, is a professional fiduciary firm based in Solvang, California. The firm serves as trustee, conservator, or agent under power of attorney for individuals and families needing licensed fiduciary support with estate and asset management.
Financial Advisor
Edward Jones
Solvang
Edward Jones is a full-service financial advisory firm with a local branch office in Solvang, California, part of a national network of thousands of neighborhood offices across North America. Its Solvang advisor, Elijah D. Barrows, works one-on-one with clients on retirement planning, investment management, education savings, and insurance needs.
Financial
SYV Wealth Advisors
Solvang
SYV Wealth Advisors, led by President & CEO and Wealth Advisor Brad Sicoff, is an independent wealth management firm with offices in Solvang, Santa Ynez, and Los Olivos. They provide investment management, retirement planning, and comprehensive financial planning, with a focus on wealth transfer and long-term family planning for individuals, families, and business owners.
Floral Design- Wedding/ Events/ Corporate
J. FLORES Design
Solvang
J. FLORES Design, led by designer Jessica Flores, is a floral design studio based in the Santa Ynez Valley serving Solvang and the Central Coast. They create custom wedding and event florals, including ceremony installations, reception designs, and personal flowers, for celebrations and corporate events.
Insurance Broker - Home /Auto
State Farm
Solvang
Julia Tipolt's State Farm agency is a licensed insurance agency based in Solvang, California, serving the Santa Ynez Valley and surrounding Central Coast communities. The agency offers a full range of personal and business insurance, auto, home, renters, life, and business coverage, along with banking, investment, and annuity services backed by State Farm.
Investment Consultant
Dewane Investment Strategies
Solvang
Dewane Investment Strategies is an investment consulting practice run by Ryan Dewane in Solvang, California, operating under Raymond James, a full-service wealth management, banking, and capital markets firm. The practice provides individualized investment management and financial planning services to clients in the Santa Ynez Valley area.
Loan Officer
Edge Home Finance
Solvang
Edge Home Finance is a mortgage lending company headquartered in Minnetonka, Minnesota, with loan officer Daniel Herrera serving clients in the Solvang, California area. They offer a full range of home loan products, including conventional, FHA, VA, jumbo, and reverse mortgages, through a streamlined digital application and pre-approval process.
Pest Management
Miller Pest Management
Solvang
Miller Pest Management is a pest management company based in Solvang, California, led by Adam Miller. The company provides residential and commercial pest control services to homes and businesses throughout the Santa Ynez Valley.
Private Wealth Management
US Bank
Solvang
U.S. Bank Private Wealth Management, represented locally in the Solvang, California area by advisor Manuel A. Molera, is the private banking and wealth advisory division of U.S. Bank, serving individuals with substantial net worth. Clients are assigned a dedicated Private Wealth Advisor who coordinates a team covering investment management, trust and estate planning, and wealth strategy.
Real Estate Broker-Residential
Energy Wise Realty
Solvang
Energy Wise Realty is a full-service residential real estate brokerage headquartered in Los Osos, California, serving San Luis Obispo County communities such as Morro Bay and Cayucos, with agent Amanda Esparza serving the Solvang/Santa Ynez Valley area. The firm helps clients buy and sell homes, offering property search assistance, home preparation guidance, and marketing support.
Real Estate Broker-Residential
Solvang Real Estate Company
Solvang
Solvang Real Estate Company, co-owned by Rich Condit and Allan Jones, is a residential real estate brokerage based in Solvang, California that has operated since 1960. The boutique firm handles property listings, sales, and home valuations for buyers and sellers throughout the Santa Ynez Valley and surrounding Central Coast communities.
Real Estate Trust & Probate
Ursula Santana Properties
Solvang
Ursula Santana Properties is a real estate practice based in Solvang, California, on the Central Coast, specializing in trust and probate real estate transactions. Ursula Santana serves as a single point of contact for her clients, many of them seniors downsizing who feel overwhelmed by the paperwork, and is available to them by phone and email throughout the process.
Solvang Animal Hospital
Solvang Animal Hospital & Wellness Center
Solvang
Solvang Animal Hospital & Wellness Center is a veterinary clinic located at 2025 Mission Drive in Solvang, California, serving dogs and cats from Solvang and surrounding areas. They offer preventative wellness care, dental care, surgery, urgent care, and animal acupuncture for pain relief and mobility.
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