Advisor services in Valley Center, California

Farmers Insurance - Theresa Simes is an established insurance agency located at 17165 Newhope Street in Fountain Valley, California. With 40 years of experience, Theresa Simes and her team of licensed insurance professionals offer a wide range of insurance specialties including home, auto, umbrella, specialty (RV, boat, mobile home), rental property, business, workers compensation, life, and financial services. They are dedicated to meeting all of your insurance needs and provide personalized service to clients from all over California. Theresa Simes is actively involved in the Fountain Valley community and serves on the board of the Fountain Valley Chamber of Commerce. She is committed to helping clients protect their investments and offers comprehensive coverage options for auto, home, life, renters, condo, and business insurance. Additionally, she provides personalized financial planning services to help clients secure a stable future.

Tommy Le - State Farm Insurance Agent is an insurance agency located at 17929 Magnolia Street, Fountain Valley, California, United States. With over 75 years of combined financial services experience, our team works hard to ensure that you and your family are properly insured so you can have peace of mind. Tommy Le, the agency's founder, holds a Bachelor of Science from the University of CA, Riverside, an M.B.A. from Pepperdine University, and a Certificate of Global Business Management from Oxford University. He is actively involved in the community as a Rotarian with the Orange Rotary Club and a Team Captain at the Los Caballeros Tennis Club. Paula, who has been with State Farm for over 40 years, is also part of our team and enjoys crafting and sports outside of work. Whether you need assistance with life insurance, annuities, pet insurance, or other financial products, our team is here to help. We prioritize your safety and privacy, so please do not include sensitive information when contacting us. If you are using a screen reader and experiencing difficulties with our website, please call (714) 841-5350 for assistance. State Farm is committed to providing reliable insurance and financial services to our customers, and we are here to help you navigate through your options. Contact us today to learn more about how we can assist you with your insurance needs.

James Lee - State Farm Insurance Agent, located at 10931 Talbert Avenue, Fountain Valley, California, is your go-to insurance agency for all your coverage needs. James Lee specializes in helping you save money while protecting what matters most to you - your family, belongings, and finances. With a variety of coverage options, including safe driving rewards, bundling discounts, and more, James Lee can create a personalized solution that fits your unique needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or even coverage for recreational vehicles, James Lee can help you find the right policy to fit your lifestyle. State Farm is the largest auto insurance provider in the U.S., offering a range of options for new drivers, business travelers, collectors, and more.

New York Life Insurance is a reputable finance and insurance agency located at 140 Via Verde in San Dimas, California, United States. With a strong presence in the industry, New York Life Insurance offers a wide range of insurance products and financial services to meet the diverse needs of its clients. Whether you are looking for life insurance, retirement planning, or investment options, the experienced professionals at New York Life Insurance are dedicated to providing personalized solutions to help you secure your financial future. Trust in New York Life Insurance for reliable and comprehensive insurance coverage to protect what matters most to you.

Farmers Insurance - Vincent Polito is an insurance agency located at 488 West Holt Avenue in Pomona, California. Vincent Polito, a lifelong California resident, is proud to serve the Chino and Pomona Valley areas as a local Farmers® agent. With over 35 years of experience in the insurance industry, Vincent and his team provide outstanding customer service and ensure that each client is well-informed about their coverage options. The agency offers a wide range of insurance products, including auto, home, commercial lines, workers' compensation, commercial real estate, life insurance, and more. They are dedicated to helping clients find the right coverage for their needs and budget. Located near Pomona Catholic High School, the office welcomes visitors and looks forward to starting a friendly conversation with anyone interested in learning more about their insurance options.

Farmers Insurance - Emma Gentsch is an insurance agency located at 7920 Limonite Avenue in Jurupa Valley, California. If you are looking for a Farmers Insurance agent in Jurupa Valley, California, this is the place to go. They offer various insurance products underwritten by reputable insurers such as Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company. Whether you need home, auto, life, or business insurance, Farmers Insurance - Emma Gentsch can help you find the right coverage for your needs. Securities are also offered through Farmers Financial Solutions, LLC. Contact them for more information on their products and services.

Paul Niehouse Jr - State Farm Insurance Agent is an insurance agency located at 32235 Mission Trail, Lake Elsinore, California, United States. Our team is dedicated to serving the Lake Elsinore Valley with trust and professionalism in a relaxed environment. With six years of experience in the United States Air Force, I understand the importance of service to country and community. Insurance runs in my blood, as both my Grandfather and Father were insurance agents. After graduating from UC Riverside in 1983, I started working for my Father and eventually started my own agency in 1987. My bilingual team is eager to earn your business and provide top-notch service.

State Farm Insurance Auto, Home, Life, & Business Insurance is an insurance agency located at 120 West Grand Avenue, Escondido, California, United States. We specialize in providing auto, home, life, and health insurance services, with a focus on relocations to Escondido, San Diego, San Marcos, and Valley Center. We also offer car insurance quotes, home insurance quotes, multi-line life insurance, and health insurance. At our institution, we prioritize the safety and security of our clients, providing tips on home security, drunk driving prevention, and passenger safety for teen drivers. We value referrals and are currently accepting applications for car insurance, Fair Plan, and CEA.

John Aitken - State Farm Insurance Agent is an insurance agency located at 2574 Grass Valley Highway in Auburn, California, United States. Situated in the BIG 5 parking lot above CA Tan & Papa Murphy's, this agency is conveniently located across from America's Tire on HWY 49. With over 30 years of experience as a Financial Adviser, Oil Company Executive, and Management Consultant, John Aitken joined State Farm in July 2019. He was drawn to State Farm's business and ethical standards, which align closely with his own values. The agency offers a range of insurance services including Home, Auto, Life, Health, and Business Insurance.

Shirley Brandon - State Farm Insurance Agent is a trusted insurance agency located at 2412 North Ponderosa Drive in Camarillo, California. Situated at Dos Caminas Plaza near Pleasant Valley Hospital, at the corner of N. Ponderosa and Las Posas Rd, this agency offers a range of insurance services including auto, life, health, home, renter's, personal articles, liability, and condo insurance. The Office Manager, who has been with the agency since August 2004, is dedicated to assisting customers with their insurance and financial needs. Whether you are looking for estate planning advice, rural road driving tips, or assistance with selecting the right motorcycle helmet, the knowledgeable team at Shirley Brandon - State Farm Insurance Agent is here to help. For inquiries or appointments, please call (805) 484-4388. Please note that neither State Farm nor its agents provide tax or legal advice, so it's recommended to consult a professional advisor for personalized guidance.

George Pond - State Farm Insurance Agent is a reputable insurance agency located at 910 Hampshire Road in Westlake Village, California, United States. With over 50 years of experience as a State Farm Agent, we specialize in providing Auto, Home, and Business insurance needs for clients in California. Our dedicated team offers insurance quotes for various areas including Woodland Hills, Encino, Calabasas, Chatsworth, Thousand Oaks, Simi Valley, and more. In the month of April, we are offering complimentary life insurance consultations to ensure that you have adequate coverage for your family in case of unforeseen circumstances. Our knowledgeable staff, with over 30 years of experience in the insurance industry, is here to assist you in creating a customized insurance plan that meets your specific needs.

Darryl Nind - State Farm Insurance Agent is a reputable insurance agency located at 940 Enchanted Way in Simi Valley, California. With over twenty five years of experience with State Farm Insurance, Darryl Nind is dedicated to providing top-notch service to his clients. He has a background as a claims adjuster and has supported families impacted by natural disasters. Darryl is actively involved in the Simi Valley community, serving on various councils and committees. He is also a dedicated family man, married for eighteen years with two children. Darryl enjoys outdoor activities like hiking and is an avid reader and podcast listener. The agency offers a range of insurance products including life insurance and annuities. Additionally, they provide tips on classic car purchases, motorcycle maintenance, and DIY auto repairs. If you're in need of insurance services or advice, Darryl Nind and his team are here to help.

Philip Fernandes - State Farm Insurance Agent is a trusted insurance agency located at 940 Enchanted Way, Simi Valley, California, United States. We provide a range of insurance services, including tips to help you avoid the dangers of drunk driving, information on Social Security survivor benefits, and guidance on setting up a special needs trust for your loved ones. Your protection is our priority, so please refrain from sharing sensitive personal information on our website. If you require assistance with our website, please call (818) 787-9959. State Farm Life Insurance Company offers life insurance and annuities, while State Farm VP Management Corp. provides investment services. Remember that investing involves risk, and it's always best to consult a tax or legal advisor for personalized advice. Trust Philip Fernandes and his team to help you navigate the complex world of insurance and financial planning.

Farmers Insurance - Brett Goldsmith is a trusted insurance agency located at 1070 Country Club Drive in Simi Valley, California. As a local Farmers® agent, Brett Goldsmith is dedicated to helping customers find the insurance coverage that best suits their needs. Whether you are looking for auto, home, renters, business insurance, or more, Brett has the knowledge and experience to guide you through the process and ensure you are well-informed about your options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products to protect your most valuable assets. Whether you need coverage for your home, car, life, renters, business, or condo, Farmers Insurance has you covered.

American United Life is a trusted insurance agency located at 1985 Yosemite Avenue in Simi Valley, California. We offer a wide range of insurance services to help individuals and families protect their financial future. Our experienced agents are dedicated to providing personalized and reliable coverage options to meet the unique needs of each client. Whether you are looking for life insurance, health insurance, or retirement planning services, American United Life is here to help you navigate the complex world of insurance. Contact us today to learn more about how we can assist you in securing your peace of mind.

American Legacy Solutions is a reputable insurance agency located at 5775 East Los Angeles Avenue in Simi Valley, California. We specialize in providing a wide range of insurance solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families protect their assets and secure their financial future. Whether you are looking for life insurance, health insurance, or retirement planning services, we are here to help. Contact us today to schedule a consultation and discover how American Legacy Solutions can help you achieve peace of mind and financial security.

Randy Harano - State Farm Insurance Agent is a trusted insurance agency located at 1985 Yosemite Avenue in Simi Valley, California, United States. Conveniently situated behind Jack in the Box at the intersection of Los Angeles Ave. and Yosemite Ave., our agency is dedicated to helping clients with their insurance needs. As April is National Financial Literacy Month, we are committed to raising awareness about the importance of financial literacy and smart money management. Let our State Farm Agency assist you in reviewing your financial plan and ensuring that you have the right coverage for your future and your family's well-being.

Olga Wolf State Farm Agency is a reputable insurance agency located at 21220 Devonshire Street in Los Angeles, California. We are proud to represent State Farm and are licensed to serve all of California, as well as Arizona and Oregon. Our dedicated team is committed to providing personalized insurance coverage for your auto, home, renters, life, and business insurance needs, along with financial services. As a business owner, wife, and mother, I understand the importance of protecting your family and assets. Our agency offers free quotes for auto insurance in California, and we can assist with out-of-state transfers. We also now offer pet insurance for cats and dogs in California. Life insurance is a crucial financial tool that can provide protection for your loved ones in the event of an unexpected tragedy. If you're interested in learning more about life insurance options, please reach out to us for a free quote.

Kiandra Hebert, Ph.D. is a renowned health institution located at 26441 Crown Valley Parkway in Mission Viejo, California, United States. Led by Dr. Kiandra Hebert, a distinguished Ph.D. in the field of health, this institution offers top-notch services and expertise in various health-related areas. Whether you are seeking guidance on nutrition, fitness, mental health, or overall well-being, Dr. Kiandra Hebert and her team are dedicated to providing personalized care and support to help you achieve your health goals. Visit Kiandra Hebert, Ph.D. today and experience the difference in your health journey.

Klug Linda D is a health institution located at 1720 East Los Angeles Avenue in Simi Valley, California, United States. This institution specializes in providing high-quality healthcare services to individuals in need. With a team of dedicated medical professionals, Klug Linda D offers a wide range of medical treatments and services to help patients maintain and improve their health. Whether you are in need of routine check-ups, specialized treatments, or ongoing care, Klug Linda D is committed to providing personalized and compassionate healthcare to all patients.

Carmen Philomena Hsu is a reputable health institution located at 222 Green Valley Road in Freedom, California, United States. Specializing in a wide range of medical services, Carmen Philomena Hsu is dedicated to providing top-quality care to patients in need. With a team of experienced doctors and healthcare professionals, the institution strives to promote health and wellness within the community. Whether you are in need of a routine check-up or specialized treatment, Carmen Philomena Hsu is committed to delivering personalized and compassionate care to every patient.

Monica Molina is a reputable health institution located at 9900 Talbert Avenue in Fountain Valley, California, United States. Specializing in providing top-notch medical services, Dr. Monica Molina and her team are dedicated to promoting the well-being and health of their patients. With a focus on personalized care and compassion, Monica Molina is a trusted choice for individuals seeking quality healthcare in the Fountain Valley area.

Jow-Shone Lee Inc is a reputable health institution located at 26150 Iris Avenue in Moreno Valley, California, United States. Specializing in providing top-notch medical care, Dr. Jow-Shone Lee and his team are dedicated to improving the health and well-being of their patients. With a focus on personalized treatment plans and compassionate care, Jow-Shone Lee Inc is a trusted choice for individuals seeking quality healthcare services in the Moreno Valley area.

Sikai Yang is a reputable health institution located at 20101 Lake Chabot Road in Castro Valley, California, United States. Specializing in providing top-notch medical care, Sikai Yang offers a range of services to help patients maintain and improve their health. With a team of experienced doctors and healthcare professionals, Sikai Yang is committed to providing personalized and compassionate care to all patients. Whether you are in need of routine check-ups, treatment for an illness, or guidance on managing a chronic condition, Sikai Yang is dedicated to helping you achieve optimal health and wellness.

The AuYeung Wealth Management Group at Morgan Stanley is a leading finance institution located at 20400 Stevens Creek Boulevard in Cupertino, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a focus on delivering exceptional service and results, we strive to provide our clients with the expertise and resources needed to secure their financial future. Trust the AuYeung Wealth Management Group at Morgan Stanley to guide you towards a more prosperous tomorrow.

Integral Wealth Management is a finance institution located at 605 East Main Street, Turlock, California, United States. Our team of advisors are experts in real-world portfolio management and comprehensive financial planning, holding top designations in the industry such as CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst. Clients, attorneys, and accountants commonly refer new clients to us, showcasing their trust and satisfaction in our services. We prioritize acting in the best interests of our clients and treat them like family. Our goal is to empower you by explaining financial topics in a way that is easy to understand. We strive to create a comfortable and enjoyable working relationship with our clients. Integral Wealth Management is known as an authority in wealth management in the Central Valley, providing industry-leading credentials with a focus on client-centered service in a family-oriented atmosphere. We work to balance risk and return potential to deliver a tailored portfolio of investments based on your comfort level. Our team listens to your vision for the future and provides steps to turn that vision into reality. We offer cost-effective retirement plans for small businesses to retain key employees and protect profits from taxes. With our wide range of experience, we can assist with advanced estate and tax strategies, large purchases or sales, and more.

Premier Financial Planning is a trusted financial institution located at 30535 Star Haven Drive in Valley Center, California, United States. Our team of experienced financial advisors offers personalized planning and guidance to help individuals and families achieve their financial goals. From retirement planning to investment strategies, we provide comprehensive services to help our clients secure their financial future. Contact us today to schedule a consultation and start planning for a brighter tomorrow with Premier Financial Planning.

Jeri Miller, EA is a reputable institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. Specializing in accounting, finance, and legal services, Jeri Miller, EA offers expert guidance and support to individuals and businesses seeking assistance with their financial and legal matters. With a team of highly qualified professionals, clients can trust in the expertise and experience provided by Jeri Miller, EA to help navigate complex financial and legal issues effectively.

Finance For People is a finance institution located in Redwood Valley, California, United States. We specialize in serving as a Representative Payee for Social Security beneficiaries and a Veterans Affairs Fiduciary. Our services extend to residents in Mendocino, Del Norte, Humboldt, Lake, Sonoma, Solano, Napa, Fresno, Tulare, and Madera counties. We collaborate closely with local and state agencies, including Social Security, ILS/SLS agencies, Community Care Facilities, and Regional Centers, to offer a comprehensive system of support for our clients.

Northern Trust, located at 575 Redwood Highway in Mill Valley, California, is a leading finance institution offering comprehensive wealth management services. With over 130 years of experience and a client base that includes over 25% of the Forbes 400 Wealthiest Americans, Northern Trust advisors have unparalleled expertise in managing wealth. From individuals and families to privately held businesses, family offices, and foundations, Northern Trust provides innovative technology, exceptional service, and in-depth knowledge across all aspects of financial planning. Services include wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Northern Trust advisors are supported by The Northern Trust Institute, a research center dedicated to developing insights based on real-world outcomes and specialized expertise. With over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is committed to providing personalized advice tailored to important life moments. Trust Northern Trust for all your wealth management needs.