Directory of Attorney Services

• Accountants
• Banking
• Benefits (Employee, Company, Human Resources)
• Conference Room / Meeting Facilities
• Court Reporters
• Fiduciary Support Services
• Financial Services

• Insurance
• Investigations
• Investment Management & Trust Services
• Lawyer Referral & Information Service
• Legal Video Services
• Litigation Support
• Notary Services
• Polygraph
• Printing Services
• Real Estate - Commercial Property

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Benefits (Employee, Company, Human Resources)

MassMutual Financial Group
2121 N. California Blvd., Suite 395
Walnut Creek, CA 94596

Todd Friedman

• Contact Information: (925) 979-2342 or
• General Information: www.financialguide.com/Todd-Friedman
• Disability Insurance: www.halfapaycheck.com/537141

Jane Louie, CFBS, CLTC

• Contact Information: (925) 979-2333 or
• General Information: www.financialguide.com/Jane-Louie

In partnership with the Contra Costa County Bar Association (CCCBA), MassMutual Financial Group offers members an array of insurance, retirement and investment services and products from various industry leading companies.

Conference Room / Meeting Facilities

Contra Costa County Bar Association
704 Main Street
Martinez CA 94553
Phone: (925) 370-2549

• Two conference rooms
• Reasonable rates (hourly, half-day, full-day)
• Conveniently located near the courthouse in downtown Martinez
• Full catering service available
• Learn more…

Court Reporters

Certified Reporting Services
725 Ward Street, Suite A
Martinez, CA 94553
Phone:(925) 935-4750
Fax: (925) 935-4756
Email:
Website: www.certifiedreportingservices.com
Real-time, document depository
NEW! – REPORTER-VIDEO. CRS offers an exciting, cost-effective videography alternative for depositions. The service utilizes a new digital video and sound capture system – operated by the certified shorthand reporter – resulting in a high-quality video that is easily synchronized with the transcript. A ReporterVideo synchronized transcript is half the price of the traditional system.

Doucette & Associates
1219 Marin Street
Vallejo, CA 94590
Phone: (707) 554-9970
Fax: (707) 554-9978
Website: www.doucettereporters.com

Zandonella Reporting Service, Inc.
2321 Stanwell Drive
Concord, CA 94520
Phone: (925) 685-6222
Fax: (925) 685-3829

Fiduciary Support Services

Acuña Consulting Expertise
Attorney & Fiduciary Support Services. Conservator, Probate, Estate Accounting. Practice management, system implementation and strategic business planning. Expert witness, professional; timely excellence.
Loren R. Acuña, MBA, CPFL #534
Phone: (925) 906-1882
Email:

Addvantage Bookkeeping Service
Specializing in Accountings for Trusts, Probates, Guardianships & Conservatorships.
Barbara Hasey
1128 Daniel Lane
Concord, CA 94518
Phone: (925) 689-1943
Email:

Financial Services

UBS Financial Services, Inc.
Trusted advice, caring support, sound financial solutions.
Perry A. Novak
2185 N. California Blvd., Suite 400
Walnut Creek, CA 94596
Phone: (925) 746-0245
Email:
Website: ubs.com/team/thenovakgroup

Wells Fargo - Private Mortgage Banking
Private Mortgage Banker
Wells Fargo Private Bank 1990 N. California Blvd., Suite 200
Walnut Creek CA 94596
Phone: (925) 945-2019

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