Annuity plans in California
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Anthony Minero - Financial Advisor, Ameriprise Financial Services, LLC
● OpenAnthony Minero is a Financial Advisor at Ameriprise Financial Services, LLC located at 29899 Agoura Road in Agoura Hills, California, United States. Anthony Minero holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, retirement planning, estate planning, investment fiduciary practices, portfolio management, behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, exit planning, securities analysis, mutual funds, financial planning, long-term care planning, and life insurance. Anthony Minero is dedicated to providing comprehensive and specialized financial services to individuals, small business owners, retirees, high net worth clients, and those with unique financial needs."
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301, United States -
Matthew Piedmonte - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenMatthew Piedmonte is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 31351 Via Colinas, Westlake Village, California, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Matthew Piedmonte offers comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. As an expert in asset management, investment strategies, estate planning, and retirement planning, Matthew Piedmonte provides personalized advice and guidance to help clients achieve their financial goals. Whether you are looking for advice on fixed-rate and variable annuities, mutual funds, or long-term care planning, Matthew Piedmonte has the expertise and knowledge to help you make informed decisions. Contact Matthew Piedmonte at Ameriprise Financial Services, LLC for all your financial planning needs.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Merrill Lynch Financial Advisor Gilbert Tong
● OpenMerrill 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.
9560 Wilshire Blvd 3rd Floor, Beverly Hills, CA 90212, United States -
Alpesh Patel
● OpenAlpesh 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.
23 Corporate Plaza Dr Suite 246, Newport Beach, CA 92660, United States -
J Harper Wealth Management
● OpenJ 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.
2901 Douglas Blvd Suite 255, Roseville, CA 95661, United States -
Dave Easterby - State Farm Insurance Agent
● OpenDave 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.
625 Old Mammoth Rd Ste 7, Mammoth Lakes, CA 93546, United States -
Statefarm
● OpenWelcome to State Farm Insurance Agency in Rohnert Park, California. Conveniently located at 8492 California 116, we are proud to serve our local community with a wide range of insurance and financial services tailored to meet your unique needs. At State Farm, we believe in providing personalized protection plans that not only safeguard what matters most to you but also offer significant savings. With our State Farm® Personal Price Plan®, you can customize your coverage and discover various ways to save. If you bundle multiple State Farm insurance products, such as homeowners, renters, condo, or life insurance with your vehicle insurance, you could save as much as $1,273 annually.
8492 California 116, Rohnert Park, California 94928, United States -
Merrill Lynch Financial Advisor Alexander Duddy
● OpenWelcome to Merrill Lynch Financial Advisor Alexander Duddy, your trusted partner in navigating the complexities of personal and family wealth management. Conveniently located at 200 East Franklin Street in picturesque Monterey, California, we are dedicated to helping you connect your financial decisions with your life goals. Our mission is clear: to understand what matters most to you and your family. By engaging in thoughtful discussions and listening intently, we aim to comprehend your current financial standing and future aspirations. This understanding forms the foundation of a personalized plan designed to help you pursue your financial objectives while managing investment risks.
200 East Franklin Street, Monterey, California 93940, United States -
Knox Insurance Agency
● OpenWelcome to Knox Insurance Agency, your trusted local Farmers® agent in Ventura, California. Conveniently located at 674 County Square Drive, Ventura, CA 93003, we are dedicated to providing exceptional insurance solutions for families and businesses. With years of experience, we understand the importance of comprehensive coverage and asset protection, offering a full-service approach to meet all your insurance needs. At Knox Insurance Agency, we specialize in a wide range of personal and business insurance products, including auto, home (even high-value properties), renters, umbrella, and life insurance. Our expertise extends to worker's compensation and various financial services through Farmers Financial Solutions. Whether you need guidance on annuities, rollovers, IRAs, or Variable Universal Life Insurance (VUL), we're here to help you navigate these options with confidence.
674 County Square Drive, Ventura, California 93003, United States -
Leonor Saura, Bankers Life Agent
● OpenWelcome to Leonor Saura, Bankers Life Agent, your trusted insurance agency located in the heart of Camarillo, California. Conveniently situated at 5051 Verdugo Way, our agency is dedicated to providing personalized insurance solutions tailored to meet your unique needs. At Leonor Saura, we specialize in a wide range of insurance products, including life insurance, health insurance, annuities, and retirement planning. Our commitment is to help you secure a financially stable future for you and your loved ones, offering peace of mind through comprehensive coverage options.
5051 Verdugo Way, Camarillo, California 93012, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 130 East Grand Avenue, El Segundo, California 90245. As a leading financial institution, Chase offers a wide range of services to meet your banking needs. Our El Segundo ATM provides convenient access to your accounts, allowing you to withdraw cash, check balances, and more, all in a secure and user-friendly environment. At Chase, we are committed to supporting both personal and business banking needs. Our Business Banking team is here to help improve your cash flow, provide credit solutions, and manage payroll effectively. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions designed specifically for businesses.
130 East Grand Avenue, El Segundo, California 90245, United States -
State Insurance
● OpenWelcome to State Insurance, your trusted local insurance agency located at 3540 Highland Avenue, Manhattan Beach, California 90266. As a proud provider of State Farm products, we offer you the opportunity to personalize your protection with the State Farm® Personal Price Plan®. Our goal is to help you find the right coverage while discovering ways to save with a variety of options tailored to your needs. By choosing State Insurance, you can benefit from additional savings when you bundle multiple State Farm insurance products such as homeowners, renters, condo, or life insurance along with vehicle insurance. You could potentially save as much as $1,273 annually. Our vehicle insurance options include impressive discounts like up to 30% savings with Drive Safe & Save® and up to 20% savings for safe-driving young adults with Steer Clear®.
3540 Highland Avenue, Manhattan Beach, California 90266, United States -
Stephanie Criona - State Farm Insurance Agent
● OpenWelcome to Stephanie Criona - State Farm Insurance Agent, your trusted partner in Hermosa Beach, California, for all your insurance needs. Conveniently located at 2309 Pacific Coast Highway, we are dedicated to providing exceptional service and personalized insurance solutions to our community. Our experienced team, comprising Stephanie, Yadira, Martin, and Luke, are long-time Southern California residents with a deep understanding of the evolving insurance landscape in California. We pride ourselves on serving both English and Spanish-speaking clients, ensuring clear communication and understanding for all. Whether you're looking to update your insurance plans this summer, protect your family with life insurance, or plan for retirement with an annuity, we are here to guide you every step of the way.
2309 Pacific Coast Highway, Hermosa Beach, California 90254, United States -
TransGlobal Holding Company 美國泛宇集團
● OpenWelcome to TransGlobal Holding Company 美國泛宇集團, your trusted partner for comprehensive financial, insurance, and real estate services. Located at 2377 Crenshaw Boulevard, Torrance, California, we are proud to serve the diverse needs of our clients with over 30 years of experience in financial planning and management, particularly focusing on the Asian communities in the U.S. At TransGlobal, we offer a unique all-in-one service experience, ensuring our clients receive professional and complete solutions tailored to their needs. Our extensive range of services includes tax coaching and planning, tax filing, business incorporation, life insurance, annuity, financial management, mortgage financing, real estate, asset management, health insurance, and Property & Casualty insurance.
2377 Crenshaw Boulevard, Torrance, California 90501, United States -
State Farm: Heather Chong
● OpenWelcome to State Farm: Heather Chong, your trusted insurance agency located at 3220 Sepulveda Boulevard, Torrance, California 90505. At Heather Chong's agency, we understand that everyone loves saving money while ensuring that the things that matter most to you are protected. That's why we offer customizable coverage plans designed to safeguard your family, assets, and financial well-being. Whether you're looking for auto insurance that fits your lifestyle, homeowners insurance to protect your largest investment, or renters insurance to cover your personal belongings, Heather Chong is here to help. We offer a variety of insurance products, including auto, home, renters, life, health, and even pet insurance. Our goal is to provide you with a personalized insurance solution that meets your unique needs and budget.
3220 Sepulveda Boulevard, Torrance, California 90505, United States -
U.S. Bank ATM
● OpenWelcome to the U.S. Bank ATM located at 29000 South Western Avenue, Rancho Palos Verdes, California 90275. Our ATM is a convenient and secure spot for all your financial needs, offering easy access to your accounts and a variety of banking services. Whether you need to withdraw cash, check your account balance, or transfer funds, our ATM is equipped to handle your transactions efficiently. As part of U.S. Bank, we are committed to providing you with innovative financial solutions, including our Bank Smartly Checking® account, which simplifies money management.
29000 South Western Avenue, Rancho Palos Verdes, California 90275, United States -
Chase Bank
● OpenChase Bank - Your Trusted Financial Partner in Los Angeles Welcome to Chase Bank, conveniently located at 5717 South Vermont Avenue, Los Angeles, California 90037. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services tailored to meet your needs. Whether you are seeking personal banking solutions or looking to grow your business, Chase Bank is here to support you every step of the way.
5717 South Vermont Avenue, Los Angeles, California 90037, United States -
Chase ATM
● OpenWelcome to Chase ATM at Avalon Boulevard, Carson, CA Located conveniently at 20710 Avalon Boulevard, Carson, California 90746, our Chase ATM offers you easy access to your financial needs. As part of JPMorgan Chase Bank, N.A., we are dedicated to providing a seamless banking experience for our customers.
20710 Avalon Boulevard, Carson, California 90746, United States -
Chase Bank
● OpenChase Bank - Long Beach, California Welcome to Chase Bank, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a leading financial institution, we offer a comprehensive range of services to meet your banking and financial needs.
940 Long Beach Boulevard, Long Beach, California 90813, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 2220 North Bellflower Boulevard, Long Beach, California 90815, United States. As a premier financial services provider, we are dedicated to meeting your banking needs with a wide array of services and solutions. At Chase, we understand the importance of managing your finances efficiently. Our ATM offers a hassle-free way to access your funds, check balances, and perform transactions 24/7. In addition to our ATM services, we provide comprehensive financial solutions tailored to both personal and business needs.
2220 North Bellflower Boulevard, Long Beach, California 90815, United States -
Chase Bank
● OpenWelcome to Chase Bank, conveniently located at 2220 North Bellflower Boulevard, Long Beach, California 90815. As a leading provider of banking, finance, and ATM services, we are dedicated to meeting all your financial needs with a wide range of products and services. At Chase, we understand the importance of seamless financial management for both individuals and businesses. Our Business Banking services offer expert guidance from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll efficiently. We also offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to support your business operations.
2220 North Bellflower Boulevard, Long Beach, California 90815, United States -
Ed Ratleff - State Farm Insurance Agent
● OpenWelcome to Ed Ratleff - State Farm Insurance Agent, your trusted partner in Long Beach, California, for all your insurance needs. Located at 1190 North Studebaker Road, we are dedicated to helping you protect what matters most, from your family to your prized possessions. At Ed Ratleff's agency, we understand the importance of saving money while ensuring comprehensive protection. Our customizable coverage plans are designed to safeguard your assets and financial well-being, offering you peace of mind. Whether you’re interested in auto, home, renters, or business insurance, we provide a wide range of options to suit your unique needs.
1190 North Studebaker Road, Long Beach, California 90815, United States -
U.S. Bank ATM - Cerritos
● OpenWelcome to U.S. Bank ATM - Cerritos, conveniently located at 11350 South Street, Cerritos, California 90703. As a trusted financial service provider, we offer a range of services to help manage your financial needs efficiently and securely. Our ATM provides easy access to your funds, allowing you to perform transactions seamlessly. Explore our comprehensive financial solutions, including the Bank Smartly Checking® account, designed to simplify and secure your money management. Whether you're shopping online or in-store, enjoy a convenient checkout experience that makes your purchases hassle-free.
11350 South Street, Cerritos, California 90703, United States -
Chase ATM
● OpenWelcome to Chase ATM, conveniently located at 13103 Philadelphia Street, Whittier, California 90601, United States. As a trusted name in finance, Chase offers a wide range of services to meet your personal and business banking needs. Our ATM provides easy and secure access to your accounts, allowing you to perform transactions such as cash withdrawals, deposits, and balance inquiries. Whether you're managing your daily finances or planning for the future, Chase is here to support you with reliable banking solutions.
13103 Philadelphia Street, Whittier, California 90601, United States -
Brett Halpin - State Farm Insurance Agent
● OpenWelcome to Brett Halpin - State Farm Insurance Agent, your trusted local insurance agency located at 5011 Argosy Avenue, Huntington Beach, California. With a deep-rooted connection to Southern California and a genuine commitment to the community, Brett Halpin is dedicated to providing personalized insurance solutions that protect what matters most to you. As a devoted husband and father, Brett understands the significance of safeguarding your family and valuable assets. With years of experience in the insurance industry, coupled with a background as a tennis professional, Brett brings a unique blend of dedication, insight, and service excellence to his clients. His intimate understanding of the local area allows him to tailor insurance recommendations to meet the specific needs of residents in Huntington Beach, Costa Mesa, Westminster, and Newport Beach.
5011 Argosy Avenue, Huntington Beach, California 92649, United States -
Pete Dolkas - State Farm Insurance Agent
● OpenWelcome to Pete Dolkas - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in San Juan Capistrano, California. Located at 31103 Rancho Viejo Rd, our agency is committed to helping you protect what matters most: your family, your assets, and your financial well-being. We understand that everyone loves saving money, which is why we offer customizable coverage plans that cater to your unique needs. Whether you're looking for auto insurance that rewards safe driving, home insurance to secure your largest investment, or specialized coverage for your recreational vehicles, Pete Dolkas is here to guide you. As part of the State Farm family, the largest auto insurance provider in the U.S., we offer a range of options including collision, comprehensive, and more, ensuring you get the right protection at competitive rates.
31103 Rancho Viejo Rd, San Juan Capistrano, California 92675, United States -
U.S. Bank ATM - Carlsbad
● OpenWelcome to the U.S. Bank ATM located at 770 Carlsbad Village Drive in beautiful Carlsbad, California. Our ATM provides convenient access to your banking needs, whether you're withdrawing cash, checking your balance, or managing your accounts. At U.S. Bank, we offer a range of financial services designed to simplify your banking experience. Our Bank Smartly Checking® account provides a secure and straightforward way to manage your money, while our online checkout experience makes shopping effortless.
770 Carlsbad Village Drive, Carlsbad, California 92008, United States
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