TOP 30 Asset protection planning in Los Alamitos, California

15 results found

AAA Los Alamitos Insurance and Member Services is a well-established institution located at 3480 Katella Avenue in Los Alamitos, California. As a versatile finance, insurance, and travel agency, we offer a wide range of services to meet the needs of our members. From comprehensive insurance coverage to personalized travel planning, our dedicated team of experts is committed to providing exceptional service and support. Whether you are looking to protect your assets, plan your next vacation, or simply explore your financial options, AAA Los Alamitos Insurance and Member Services is here to help. Visit us today to experience the convenience and peace of mind that comes with being a member of our trusted institution.

Zellmer Estate Planning, APC is a trusted estate planning law firm located at 10900 Los Alamitos Boulevard in Los Alamitos, California. Our team of experienced attorneys specializes in helping individuals and families create comprehensive estate plans to protect their assets and ensure their wishes are carried out. From wills and trusts to advanced healthcare directives and probate administration, we provide personalized and professional legal services to meet our clients' unique needs. Contact us today to schedule a consultation and start planning for the future.

FCA Insurance Services Inc CA-License# OE86550 is a finance and insurance agency located at 4132 Katella Avenue in Los Alamitos, California. We specialize in Living Benefits, helping our clients save money today to secure their financial future. With America's debt reaching $34 trillion, it's crucial to plan ahead to avoid financial pitfalls. We offer protection for your most valuable assets, including your mortgage and income. Our services also include college planning, will preparation, and business preservation strategies. Did you know that 60% of bankruptcies in the U.S. are due to uncovered medical expenses? Our Living Benefits allow policyholders to access funds from their life insurance in case of critical, chronic, or terminal illness, bridging the gap left by health insurance. Our mission is to educate and empower clients to protect themselves from financial disaster. With locations in California, Hawaii, and Connecticut, we provide fixed annuity and life insurance products to U.S. residents. Please note that the information on this website is for informational purposes only and is not intended as tax or legal advice. Contact us today to learn more about how we can help secure your financial future.

McKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County. Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.

Farmers Insurance - Veronica Vela is an insurance agency located at 3532 Katella Avenue in Los Alamitos, California. As your local Farmers® agent, Veronica Vela helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance provides coverage options for auto, home, renters, business insurance, and more. Veronica Vela can help you understand options such as comprehensive coverage, collision coverage, deductibles, and medical payments. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Veronica Vela can customize a plan to suit your needs and budget. Additionally, Farmers Insurance offers multi-line insurance discounts for competitive rates. Contact Veronica Vela for a personalized insurance quote and start protecting your assets and future earnings.

Farmers Insurance - Monica Salmon is an insurance agency located at 4380 Katella Avenue in Los Alamitos, California. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Monica Salmon can help you find the right coverage for your needs and budget. With over 80 years of experience, Farmers Insurance is a trusted provider that can help protect your assets and future earnings. Additionally, Monica can assist you with creating a solid financial plan for a secure future. Contact her today for a personalized quote and to discuss your insurance needs.

Mike Ellison - State Farm Insurance Agent is an insurance agency located at 4050 Katella Avenue in Los Alamitos, California. With a focus on helping clients save money while protecting what matters most to them, including family, possessions, and finances, Mike Ellison offers personalized coverage plans tailored to individual needs. From safe driving rewards to bundling options and discounts, clients can create a solution that suits their specific requirements. The agency provides a range of insurance options, including auto insurance for drivers in Los Alamitos and beyond. With various coverage options available, such as collision and comprehensive, rental, and rideshare insurance, clients can find the protection they need for their vehicles. State Farm is the largest auto insurance provider in the United States, offering clients the opportunity to save by combining auto and home policies.

Farmers Insurance is a trusted insurance agency located at 10385 Los Alamitos Boulevard in Los Alamitos, California. For the past 25 years, the local Farmers® agent has been helping customers all over the state of California identify the insurance coverage that best fits their needs. With experience in product development and program underwriting, the agent strives to make insurance less confusing and frustrating for clients. Whether you need auto, home, life, renters, business, or condo insurance, Farmers Insurance has you covered. Additionally, they offer personal umbrella insurance to provide added protection for your assets. With competitive rates and multi-line insurance discounts, Farmers Insurance aims to help you save money while protecting what matters most to you. Contact the agency today for a consultation and start building a solid financial plan for a secure future.

Farmers Insurance - Tim Weidenkeller is an insurance agency located at 10900 Los Alamitos Boulevard, Los Alamitos, California, United States. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other type of insurance, Tim Weidenkeller is here to help. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and more. Tim can help you create a customized insurance package to protect your assets and provide financial support for your loved ones. Additionally, Farmers Financial Solutions, LLC offers investment and financial planning services to help you build a secure future. Contact Tim Weidenkeller today for a quote or to schedule an appointment to discuss your insurance needs.

MassMutual is an insurance agency located at 11021 Winners Circle in Los Alamitos, California. As a trusted provider of insurance products and financial services, MassMutual offers a wide range of options to help individuals and families protect their assets and plan for the future. With a commitment to excellence and customer satisfaction, MassMutual is dedicated to helping clients achieve their financial goals and secure their financial future.

LPL Financial is a leading finance institution located at 4332 West Cerritos Avenue in Los Alamitos, California, United States. With a focus on providing financial services and investment solutions, LPL Financial offers a wide range of products and services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LPL Financial is committed to helping you secure a brighter financial future.

Welcome to Brighter Financial Future, your trusted insurance agency located in the heart of Los Alamitos, California. Situated at 3532 Katella Avenue, we are dedicated to serving our community with personalized insurance solutions tailored to meet your unique needs. At Brighter Financial Future, we understand the importance of securing your assets and planning for a prosperous future. Our experienced team of professionals is committed to providing you with exceptional service and expert guidance in selecting the right insurance policies. Whether you're looking for auto, home, life, or business insurance, we offer a comprehensive range of options from leading insurance providers. Our mission is to ensure peace of mind by helping you protect what matters most. We pride ourselves on building long-lasting relationships with our clients, based on trust, transparency, and a deep understanding of your financial goals.

Welcome to Farmers Insurance - Jason Von Arx, your trusted local insurance agency located at 10385 Los Alamitos Boulevard, Los Alamitos, California. For over 25 years, Jason Von Arx has been dedicated to helping individuals and families throughout California find the insurance coverage that best suits their needs. With extensive experience in product development and program underwriting, Jason understands that insurance can be confusing and overwhelming. That's why he makes it a priority to put himself in his customers’ shoes, ensuring they understand their coverage options fully. Whether you're exploring options for auto, home, life, renters, business, or condo insurance, Jason is here to guide you through the process with personalized service and expert advice. Farmers Insurance has a long-standing reputation for reliability, having provided insurance products for over 80 years. Take advantage of competitive rates and multi-line discounts that can help you save money while keeping your most valuable assets protected.

Welcome to Allstate Personal Financial Representative: Jose Villasenor, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 10900 Los Alamitos Boulevard, Los Alamitos, California, our agency is dedicated to providing personalized financial solutions and comprehensive insurance services tailored to meet your unique needs. At Jose Villasenor's agency, we understand that each client has distinct financial goals and challenges. Our team of experienced professionals is committed to offering expert advice and guidance, ensuring you have the right strategies in place for a secure financial future. Whether you're looking for retirement planning, investment advice, or insurance coverage, we are here to help you make informed decisions with confidence.

Welcome to Crisella Barrozo: Primerica - Financial Services, your trusted partner in achieving financial security and peace of mind. Conveniently located at 4431 Corporate Center Drive in Los Alamitos, California, we specialize in providing personalized financial solutions and insurance services tailored to meet your unique needs. At Crisella Barrozo: Primerica, we understand that navigating the complexities of financial planning can be overwhelming. Our dedicated team of experienced professionals is here to guide you every step of the way, offering expert advice and comprehensive strategies designed to help you achieve your financial goals. Whether you're looking to secure your family's future, plan for retirement, or protect your assets, we offer a wide range of services including life insurance, investment opportunities, and debt management solutions.