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TOP 30 Annuities services in California
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Jeff Siegel - Raymond James
Jeff Siegel - Raymond James is a finance institution located in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals. Visit us at 3111 Camino Del Rio North to learn more about how we can assist you with your financial needs.
Aurora Wealth Advisors
Aurora Wealth Advisors is a finance institution located at 9915 Mira Mesa Boulevard in San Diego, California, United States. The institution utilizes Black Diamond as their data aggregator, providing customized portfolio views that go beyond just Schwab-held accounts. Clients with smaller portfolios may only need a Schwab log-in, while Black Diamond aggregates information on both Schwab and non-Schwab accounts. Schwab Alliance is recommended for electronic authorizations and account maintenance, while Black Diamond offers custom views for managed and other accounts, including non-Schwab accounts. Secure document sharing is available through Black Diamond's "Vault" feature. Annuities, insurance, and alternative investments are also managed and viewed through various platforms. Clients can grant spouse access via their individual Schwab alliance portal and securely share documents through the Black Diamond portal. Updates to personal information should be communicated to the institution. Statements are received through Black Diamond, Ameriprise, or PKS platforms, depending on the type of investment. Invoices for consulting services are processed through Advice Pay.
Principal Financial Group
Principal Financial Group, located at 1478 Stone Point Drive in Roseville, California, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the Principal Financial Network of Northern California, our team of professionals offers a range of services to meet the diverse needs of our clients. We are committed to building relationships, solving problems, and making a difference in the community. Our licensed financial professionals provide insurance products, life insurance, annuities, securities, and investment advisory services to clients in the states where they are qualified. If you are passionate about improving financial well-being and making a positive impact, we invite you to join our team. Contact us today to learn how we can work together to protect what matters most to you.
Principal Financial Group
Principal Financial Group, located at 500 Ygnacio Valley Road in Walnut Creek, California, is a finance and insurance agency dedicated to helping individuals, businesses, and employees secure their financial well-being. As part of the nationwide network of financial professionals affiliated with Principal Financial Group®, we offer a team approach to provide a range of services and benefits to our clients. Our licensed professionals can offer insurance products, life insurance, annuities, securities, and investment advisory services in the states where they are qualified. If you are looking for an opportunity to make a difference in the financial well-being of your community, we invite you to join our team of passionate and talented professionals. Let us help you protect what matters and advance your financial goals.
Merrill Lynch Financial Advisor Gilbert Tong
Merrill Lynch Financial Advisor Gilbert Tong is a finance institution located at 9560 Wilshire Boulevard, Beverly Hills, California, United States. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, clients are guided towards achieving their desired lifestyles. The institution offers a wide range of brokerage, investment advisory, and financial planning services. It is important to note that investing involves risk, and potential losses may occur when investing in securities. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. Clients are encouraged to consult their legal and tax advisors before making any financial decisions. Additionally, insurance, annuity products, trust, and fiduciary services are provided by affiliated companies. The institution aims to provide informative and useful information about products and services to clients. It is crucial to understand that the institution is not responsible for the content on external websites.
Merrill Lynch Financial Advisor Huy Pham
Merrill Lynch Financial Advisor Huy Pham, located at 520 Newport Center Drive in Newport Beach, California, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients across all 50 states and various US territories are guided towards achieving their desired lifestyles. It is important to note that investing involves risks, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with professionals before making financial decisions. The institution offers a wide range of brokerage, investment advisory, and other services. Merrill Lynch is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of Bank of America Corporation. Trust, fiduciary services, insurance, and annuity products are also available through affiliated entities. The institution strives to provide clients with information about products and services that may be of interest. Please note that by leaving Bank of America's website, you will be redirected to FINRA's BrokerCheck. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, offering lending, derivatives, and commercial banking activities worldwide. Securities, strategic advisory, and investment banking activities are performed by investment banking affiliates. In Australia, services are provided by Merrill Lynch Markets (Australia) Pty. Limited and related entities. Merrill Lynch Canada Inc. operates in Canada as a registered broker-dealer. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation in India, offering various banking and financial services. With a focus on providing personalized guidance and comprehensive financial solutions, Merrill Lynch Financial Advisor Huy Pham is dedicated to helping clients navigate the complexities of the financial world.
Alpesh Patel
Alpesh Patel is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. Our team is dedicated to meeting the unique and evolving needs of each client, providing tailored solutions and a high level of service. From empowering decision making to seamless financial management, we offer a comprehensive suite of services for individuals and institutions. Our bespoke investment strategies, curated experiences, and holistic financial planning approach are designed to help you achieve your goals for generations to come. With a focus on stability, growth, and legacy, Alpesh Patel is committed to helping you navigate every step of your wealth journey. Our team includes experienced professionals such as a Senior Client Associate, Associate Vice President, Chief Investment Officer, and Head of Insu. & Annuities, ensuring that you receive expert guidance and support every step of the way. Trust Alpesh Patel to be your partner in financial success and security.
J Harper Wealth Management
J Harper Wealth Management, located at 2901 Douglas Boulevard in Roseville, California, is a finance institution that is a Member of D.A. Davidson & Co. They believe in a holistic approach to financial management, ensuring that investments, cash flow, insurance, debt, and long-term financial plans all work together seamlessly. On their website, you can find educational articles, calculators, and resources to help you evaluate your current financial situation and work towards your goals. Securities, investment services, annuities, and insurance products are offered through D.A. Davidson & Co., and clients can discuss taxes, accounting, and estate planning with their D.A. Davidson Financial Professional. It's important to note that D.A. Davidson does not give tax, accounting, or legal advice. Make sure to verify all information with your own advisors. Visit their website for more information and disclosures.
Dave Easterby - State Farm Insurance Agent
Dave Easterby - State Farm Insurance Agent is located at 625 Old Mammoth Road in Mammoth Lakes, California, United States. As a State Farm Agent since 2002, Dave Easterby offers 30 years of experience in insurance and financial services. Specializing in Auto, Home, Condo, Life, and Health insurance, Dave Easterby is dedicated to helping clients save money and find the right coverage for their needs. As a member of the CA Chamber of Commerce and President of the Mammoth Lakes Fire Safe Council, Dave Easterby is committed to serving the community. Customers can expect good neighbor customer service, 24/7 quotes on car insurance, and free quotes on auto insurance. In addition to providing insurance services, Dave Easterby offers valuable tips on home fire evacuation plans and DIY auto maintenance. For more information or to obtain an auto insurance quote, please call or text the office at (760) 934-7575. Please note that sensitive personal information should not be shared on the website for your protection. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it's important to seek advice from a tax or legal advisor for personalized guidance.
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