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TOP 30 Asset management in Taft, CA
3 results found
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Jose Ramos - State Farm Insurance Agent
Jose Ramos - State Farm Insurance Agent is an insurance agency located at 4004 Panama Lane in Bakersfield, California. Situated at the corner of Panama Lane and Akers Rd, next to Metro PCS and Terrio Physical Therapy, our agency is dedicated to providing efficient and professional service to customers in Bakersfield and surrounding areas such as Arvin, Lamont, Taft, Frazier Park, Tehachapi, Shafter, Wasco, Delano, and the San Joaquin Valley. Since 2017, we have been helping individuals, families, and business owners with all of their insurance needs. Our agency offers auto insurance, life insurance, health insurance, pet insurance, and business insurance, among others. With over 15 years of customer service and management experience, our team is committed to building life-long relationships with our customers and ensuring that they are properly protected from every life-changing event.
Raymond James Financial Services
Raymond James Financial Services is a leading finance institution located at 523 Cascade Place in Taft, California, United States. With a strong reputation for providing high-quality financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Raymond James Financial Services has the expertise and resources to help you succeed. Visit their office in Taft today to learn more about their personalized financial services and how they can help you reach your financial aspirations.
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
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