Asset protection planning in Bonita, CA
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Mexico Insurance Services, Inc.
● OpenMexico Insurance Services, Inc. is a reputable insurance agency located at 99 Bonita Road in Chula Vista, California. Specializing in providing insurance services for individuals traveling to Mexico, this institution offers a wide range of coverage options to ensure peace of mind while on the road. With a team of experienced professionals, Mexico Insurance Services, Inc. is dedicated to providing excellent customer service and reliable insurance solutions for all your travel needs. Whether you are planning a vacation or a business trip to Mexico, trust Mexico Insurance Services, Inc. to protect you and your assets every step of the way.
99 Bonita Rd, Chula Vista, CA 91910, United States -
George Ottoson - State Farm Insurance Agent
● ClosedGeorge Ottoson - State Farm Insurance Agent is an insurance agency located at 140 North Walnut Avenue in San Dimas, California. The agency is easily accessible from the 57 Freeway, just take the Arrow exit and head straight onto Bonita, passing Old Town. The agency, run by George Ottoson, has been serving the community since 2011 and offers a range of insurance services including auto, home, health, and life insurance. George Ottoson is a seasoned insurance professional with 32 years of experience in the industry. He is a graduate of Cal State Fullerton and The Wharton School Business Retirement Planning/Lump Sum Distribution. In addition to being a State Farm agent, George is a husband, father, and Gulf War Veteran. He is actively involved in the community and serves as the Vice President of the Board for the Azusa Police Foundation.
140 N Walnut Ave, San Dimas, CA 91773, United States -
MEG International Counsel, PC
● ClosedMEG International Counsel, PC is a premier international law firm located at 4364 Bonita Road, Bonita, California, United States. Specializing in estate planning and international business law, our highly skilled attorneys offer personalized and comprehensive legal services for clients with substantial assets. From business transactions to estate planning, including the drafting of wills and trusts, our team is dedicated to protecting your investments and assets for both current and future generations. Our MEG Cares℠ annual maintenance program ensures that your estate plan will continue to meet your goals and needs throughout your lifetime. Additionally, our DocuBank® online document storage system provides you with 24/7 access to your most important legal documents.
4364 Bonita Rd #274, Bonita, CA 91902, United States -
Farmers Insurance - Marco Alvarez
● ClosedFarmers Insurance - Marco Alvarez is a local insurance agency located at 3450 Bonita Road in Chula Vista, California. Marco Alvarez is dedicated to helping customers find the insurance coverage that best fits their needs, whether it's for auto, home, renters, business, life insurance, or financial services. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there for you in the event of a disaster. If you're unsure about what coverage options are right for you, Marco Alvarez can help simplify the process and provide personalized guidance. Whether you need comprehensive coverage, collision coverage, or medical payments, Farmers Insurance can help you navigate the complexities of insurance.
3450 Bonita Rd Ste 210, Chula Vista, CA 91910, United States -
Wallick Wealth Management
● OpenWallick Wealth Management is a leading financial institution located at 425 West Bonita Avenue in San Dimas, California, United States. Specializing in finance, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management services. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wallick Wealth Management is committed to providing expert guidance and tailored solutions to meet your unique needs. Contact us today to start building a secure financial future.
425 W Bonita Ave, San Dimas, CA 91773, United States -
Confluence Wealth Management Group - Ameriprise Financial Services, LLC
● ClosedConfluence Wealth Management Group - Ameriprise Financial Services, LLC is a leading financial institution located at 530 West Bonita Avenue in San Dimas, California, United States. With a focus on providing comprehensive wealth management services, they offer personalized financial planning, investment management, retirement planning, and more. Their team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Confluence Wealth Management Group is committed to providing expert guidance and support every step of the way. Contact them today to start building a solid financial foundation for tomorrow.
530 W Bonita Ave, San Dimas, CA 91773, United States -
Mike Linzay - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMike Linzay is a financial advisor at Ameriprise Financial Services, LLC located at 530 West Bonita Avenue in San Dimas, California, United States. With a focus on personalized financial advice, investments, and solution recommendations, Mike can help you achieve your financial goals and navigate life's uncertainties. By tracking your progress and providing tailored strategies, he ensures that you are on track to meet your financial objectives. Background and qualification information for Mike Linzay can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency and clarity in their services.
530 W Bonita Ave, San Dimas, CA 91773, United States
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