Asset management services in Foster City, California
20 results found
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Bay Property Management Inc.
● ClosedBay Property Management Inc. is a family-owned institution located at 140 John Street in Salinas, California, United States. With over 33 years of experience in residential property management, we offer dedicated and experienced services that you can expect from a professional property management firm. Our mission is to provide superior, problem-free management services while treating all clients and tenants with respect. We specialize in managing single-family homes, condominiums, and small apartment complexes, ensuring that our clients receive the highest quality service backed by decades of industry knowledge. Our team leverages traditional expertise with innovative solutions to adapt to evolving industry trends and provide the best possible solutions for our clients.
140 John St, Salinas, CA 93901, United States -
Howard Foster & Company
● OpenHoward Foster & Company is a reputable finance institution located at 851 Irwin Street in San Rafael, California, United States. With a strong focus on providing personalized financial services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Howard Foster & Company is committed to providing top-notch service tailored to your individual needs. Contact us today to schedule a consultation and start working towards a secure financial future.
851 Irwin St #207, San Rafael, CA 94901, United States -
Aspiriant Wealth Management
● ClosedAspiriant Wealth Management is a leading independent finance institution located at 7700 Irvine Center Drive in Irvine, California, United States. We specialize in empowering forward-thinking families to achieve their dreams and create a lasting legacy. Our team of talented and passionate professionals, including firm owners, are dedicated to providing personalized wealth management services with a tax-conscious strategy rooted in accounting principles. Our meticulous and thoughtful financial planning process is designed to help clients clarify their financial goals and dreams, and create a clear path to achieving them. With our globally diversified, value-oriented investment approach, we aim to provide a sense of calm and stability while working towards long-term financial success.
7700 Irvine Center Dr Suite 940, Irvine, CA 92618, United States -
Ayzar Asset Management
● OpenAyzar Asset Management is a leading finance institution located at 1506 Brookhollow Drive in Santa Ana, California, United States. Specializing in asset management services, Ayzar offers a wide range of investment solutions tailored to meet the unique needs of their clients. With a team of experienced professionals and a commitment to excellence, Ayzar Asset Management strives to deliver superior financial results and foster long-term relationships with their clients.
1506 Brookhollow Dr, Santa Ana, CA 92705, United States -
John Foster - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJohn Foster is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 31351 Via Colinas in Westlake Village, California, United States. Specializing in finance, John Foster holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, retirement planning, and investment strategies. John Foster is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, John Foster is committed to helping clients achieve their financial goals.
31351 Via Colinas Ste 104, Westlake Village, CA 91362, United States -
Monterey Risk Management
● OpenWelcome to Monterey Risk Management, your trusted partner in safeguarding the well-being and interests of our vibrant community. Located at 735 Pacific Street in the heart of picturesque Monterey, California, our local government office is dedicated to providing comprehensive risk management solutions tailored to meet the unique needs of our city and its residents. At Monterey Risk Management, we specialize in identifying, evaluating, and mitigating potential risks to ensure the safety, security, and resilience of our community. Our team of experienced professionals works diligently to develop and implement effective strategies that protect public assets and enhance the quality of life for all who call Monterey home.
735 Pacific Street, Monterey, California 93940, United States -
George Petersen Insurance Agency
● ClosedGeorge Petersen Insurance Agency, located at 169 Mason Street in Ukiah, California, is a full-service insurance agency offering comprehensive insurance plans and risk management services tailored to meet the unique needs of businesses. From health and disability benefits to retirement programs, our team of dedicated agents is committed to helping you protect your employees and assets. Our personal insurance agents are ready to assist you in developing a customized insurance program that safeguards you and your family. At George Petersen Insurance Agency, we prioritize building long-lasting relationships with our clients by putting their needs first. With a client retention rate of over 95%, we have earned a reputation as a trusted partner in the insurance industry.
169 Mason St #200, Ukiah, CA 95482, United States -
GCI Insurance Brokers
● ClosedGCI Insurance Brokers, located at 227 Swift Street in Orland, California, has been providing comprehensive insurance solutions to businesses and individuals within the community for over 60 years. As an independent insurance agency, they represent multiple top-rated insurance carriers, giving clients the power to choose the coverage, price, and carrier that best suits their needs. Specializing in agriculture, business, personal, and employee benefits insurance, GCI Insurance Brokers offers a wide range of coverage options to bring peace of mind to their clients. The experienced team at GCI Insurance Brokers is dedicated to providing excellent service and ensuring that clients have the right insurance coverage for their unique needs. They serve clients throughout California, as well as in five other states, including Orland, Chico, Willows, Corning, and Red Bluff. Whether you need coverage for agriculture equipment, business liability, personal property, or employee benefits, GCI Insurance Brokers can help you find the right policy to protect your assets and investments.
227 Swift St, Orland, CA 95963, United States -
Paul Cashman - State Farm Insurance Agent
● ClosedPaul Cashman - State Farm Insurance Agent is a trusted health and insurance agency located at 3433 State Street in Santa Barbara, California, United States. With a rich family history in the insurance industry, Paul Cashman has over 40 years of experience as a State Farm Agent, providing personalized service to his clients. His team of highly trained and licensed professionals specializes in Auto, Fire, Life, and Health Insurance, offering expert guidance on a wide range of insurance needs. Born and raised in Santa Barbara, Paul Cashman is proud to carry on his father's legacy as a State Farm Insurance Agent. With a deep connection to the local community, Paul and his team are dedicated to helping policyholders protect their assets and manage risks in life. Whether you need assistance with private mortgage insurance, rural road driving safety tips, or navigating the rental industry, Paul Cashman - State Farm Insurance Agent is here to help.
3433 State St Suite B, Santa Barbara, CA 93105, United States -
Seasons At Compton
● ClosedSeasons at Compton is an 84-unit affordable and supportive housing community located at 15810 South Frailey Avenue in Compton, California. This unique institution provides a combination of privacy and independence for developmentally disabled adults, while also offering group support from their senior neighbors, Linc staff, and professional on-site case managers. Residents benefit from a close-knit community that helps them maintain independence and fosters a sense of security and wellbeing. The Compton Collaborative, consisting of asset managers, property managers, and service providers, meets regularly to address issues affecting Seasons at Compton residents. In 2013, the institution became the first senior multifamily housing community in Los Angeles County to complete Community Emergency Response Team (CERT) training, ensuring that residents and staff are prepared for emergencies.
15810 S Frailey Ave, Compton, CA 90221, United States -
Biddle Law | Alexander M. Biddle Esq.
● ClosedBiddle Law, located at 1900 South Norfolk Street in San Mateo, California, is a trusted estate and probate law firm founded by attorney Alexander M. Biddle. With a focus on providing personalized and cost-effective legal services, Biddle Law aims to help clients in San Mateo County navigate complex estate planning matters with ease. As a dedicated and hard-working attorney, Alex Biddle is committed to offering top-notch customer service and building long-term relationships with his clients. Unlike other law firms that bill by the hour, Biddle Law primarily charges flat fees at competitive rates, ensuring transparency and certainty for clients. This approach allows clients to ask questions and seek guidance without worrying about additional costs.
1900 S Norfolk St #350, San Mateo, CA 94403, United States -
Bryson Hill - State Farm Insurance Agent
● ClosedBryson Hill - State Farm Insurance Agent is a reputable insurance agency located at 550 Carson Plaza Drive, Carson, California, United States. Bryson Hill is a dedicated Agent for State Farm, with over a decade of experience in providing exceptional insurance products and financial services to customers nationwide. Bryson is a respected expert in the field, recognized for his commitment to excellence and personalized service. With a background in finance and entrepreneurship, Bryson is equipped to offer comprehensive insurance programs tailored to each customer's unique needs. Beyond his professional achievements, Bryson is actively involved in his community, fostering relationships and contributing to its growth and development. As a State Farm Agent, Bryson is committed to educating his customers on their insurance options and guiding them every step of the way. With a wide range of insurance products and financial services, Bryson ensures that his customers receive the coverage they require to protect their assets and plan for their financial future. The institution's mission is to help people manage risks, recover from the unexpected, and realize their dreams. For inquiries, please call (310) 436-1858.
550 Carson Plaza Dr #107, Carson, CA 90746, United States -
Schnoebelen Jodi C
● OpenSchnoebelen Jodi C is a prestigious law firm located at 970 Canterbury Place, Escondido, California, United States. Specializing in various legal services such as real estate transactions, corporate and business law, employment law, litigation, estate planning, probate, trust and estate litigation, and asset protection, the attorneys at Schnoebelen Jodi C are dedicated to achieving success for their clients. With decades of experience and expertise, they provide practical counsel and strategic advice to ensure the long-term success of businesses and individuals in San Diego and North County, California. Guided by a passion for the law and a focus on the future, the attorneys at Schnoebelen Jodi C pride themselves on their long-term client relationships and their commitment to delivering the best possible results in every case. Rated AV by Martindale-Hubbell, the firm is known for its exceptional litigation and transactional services, as well as its dedication to fostering collaborative relationships with clients.
970 Canterbury Pl, Escondido, CA 92025, United States -
RBP Investment Advisors Inc
● OpenRBP Investment Advisors Inc. is a finance institution located at 3201 Danville Boulevard in Alamo, California. As an independent, fee-only SEC-registered investment advisory firm, we pride ourselves on providing unbiased financial planning recommendations and fostering long-term relationships with our clients. Our mission is to help you achieve your financial goals by tailoring our services to your unique needs, values, and objectives. With a focus on client-centered financial advice, we offer comprehensive financial planning, asset management services, and retirement planning for individuals and retirement plans. Trust in our expertise and dedication to making sound financial decisions on your behalf. Visit us at our office in Alamo to start planning for your financial future with RBP Investment Advisors Inc.
3201 Danville Blvd #185, Alamo, CA 94507, United States -
Lufkin Advisors, LLC
● OpenLufkin Advisors, LLC is a reputable finance institution located at 1850 Gateway Drive in Foster City, California, United States. With a team of experienced financial experts, Lufkin Advisors provides personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Lufkin Advisors is dedicated to providing top-notch financial guidance and support. Contact them today to schedule a consultation and start building a solid financial foundation.
1850 Gateway Dr #650, Foster City, CA 94404, United States -
TA Associates Inc
● ClosedTA Associates Inc is a finance institution located at 64 Willow Place, Menlo Park, California, United States. For over 50 years, TA has partnered with high-quality companies in various sectors to accelerate growth. With deep industry expertise, strategic resources, and a global network, TA works with leading companies in business services, retail, consumer services, financial services, healthcare, and technology. Their investments focus on driving growth and long-term success, partnering with management teams to grow brands and drive industry-leading growth. With a commitment to fostering a collaborative culture, TA Associates values their team members as their most valuable asset.
64 Willow Pl #100, Menlo Park, CA 94025, United States -
Merrill Lynch Financial Advisor Mai Park
● ClosedMerrill Lynch Financial Advisor Mai Park is a leading institution in finance located at 520 Newport Center Drive, Newport Beach, California, United States. Mai Park, a Senior Vice President and Wealth Management Advisor with over two decades of experience, was recognized on the 2023 Forbes "Top Women Wealth Advisors Best-in-State" list. Mai's approach to wealth management is centered on fostering meaningful multi-generational relationships, with a focus on trust, open dialogue, and personalized financial strategies tailored to individual aspirations and values. Services offered include asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning. The Merrill Personal Wealth Analysis™ helps create a personalized plan aligned with your goals. As a Merrill Lynch Wealth Management Advisor, Mai Park prioritizes understanding your needs and goals to develop a customized investment approach that evolves with you over time. With access to the resources of Merrill and Bank of America, Mai Park is dedicated to helping you achieve your financial objectives and navigate market fluctuations. Partner with Mai Park to create a financial plan that reflects your priorities and helps you reach your goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Long Beach Human Resources
● OpenWelcome to Long Beach Human Resources, your strategic partner in fostering a dynamic and diverse workforce for the City of Long Beach. Located at 411 West Ocean Boulevard, Long Beach, California 90802, our office is dedicated to supporting the seventh-largest city in California, with over 6,000 full and part-time personnel spanning 23 departments. We believe our employees are our greatest asset, and we are committed to nurturing an innovative, caring, and customer-focused workplace. Our mission is to strategically assist the City and its departments in attracting, developing, and retaining a highly skilled and diverse workforce. We go beyond traditional personnel management by fostering a collaborative environment that rewards creativity and exceptional performance. As strategic partners, we work closely with all City departments to ensure they have the talent and resources necessary to deliver outstanding services to the community.
411 West Ocean Boulevard, Long Beach, California 90802, United States -
BalanceWise Books
● ClosedWelcome to BalanceWise Books: Your Partner in Financial Success At BalanceWise Books, located at 1149 Gumwood Lane, Petaluma, California, we are dedicated to empowering small businesses with expert accounting and finance solutions. Our mission is to elevate your financial success through personalized virtual bookkeeping services and insightful financial strategies. We understand that running a small business is no small feat, and keeping your books in order shouldn't hold you back.
1149 Gumwood Lane, Petaluma, California 94954, United States -
CSI Electrical Contractors, Inc.
● ClosedWelcome to CSI Electrical Contractors, Inc., your trusted partner for top-tier electrical, energy, and technology solutions. Conveniently located at 10623 Fulton Wells Avenue, Santa Fe Springs, California, we are proud to serve our community and beyond with unmatched expertise and dedication. Our exceptional team, consisting of consultants, engineers, craftspeople, project managers, and professionals, is committed to delivering the highest caliber of service for all your electrical engineering and construction needs. Whether your project is large or small, you can rest easy knowing it is in the best hands with us. We treat your project as our own, ensuring the utmost care and consideration every step of the way.
10623 Fulton Wells Avenue, Santa Fe Springs, California 90670, United States
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