Bank of america financial advisor services in Anaheim, CA
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Bank of America ATM
● OpenThe Bank of America ATM located at 8132 East Santa Ana Canyon Road in Anaheim, California, offers convenient access to banking services for customers on the go. As a leading financial institution, Bank of America provides secure and reliable ATM services for cash withdrawals, balance inquiries, and other transactions. Whether you need to deposit funds, transfer money, or simply check your account balance, this ATM location is a convenient option for managing your finances. With a commitment to customer service and advanced technology, Bank of America ensures a seamless and efficient banking experience for all users.
8132 E Santa Ana Canyon Rd Suite 170, Anaheim, CA 92808, United States -
Merrill Lynch Financial Advisor David T Matthey
● ClosedMerrill Lynch Financial Advisor David T Matthey is located at 100 Spectrum Center Drive in Irvine, California, United States. Dave Matthey is a Senior Vice President and Senior Financial Advisor who assists affluent individuals and families with all aspects of their financial needs. Dave takes a consultative and objective approach to wealth management, customizing financial strategies based on clients' goals, needs, risk tolerance, and time horizon. With over 30 years of experience in the financial service industry, Dave provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address all aspects of clients' financial lives. He is dedicated to building strong client relationships based on trust and personalized service. Dave is involved in charitable organizations such as the Anaheim YMCA and Kiwanis International. The institution offers the Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. The team at Merrill Lynch Wealth Management focuses on family, goals, and priorities, adapting financial approaches as life changes. By understanding clients' financial situations and aspirations, the team helps manage, grow, and preserve wealth while considering long-term impacts. Dave Matthey is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and past performance does not guarantee future results. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.
100 Spectrum Center Dr, Irvine, CA 92618, United States -
Peter Kong - State Farm Insurance Agent
● ClosedLocated at 2020 East Anaheim Street in Long Beach, California, Peter Kong - State Farm Insurance Agent is a trusted insurance agency serving the community. Specializing in auto insurance, business insurance, and life insurance, we are dedicated to meeting all of your insurance needs in California and Nevada. Conveniently situated at the corner of Anaheim Street and Cherry Ave, in front of Bank of America in the heart of Cambodian Town, our team is committed to providing exceptional service to both current and potential customers. As a member of the Signal Hill Chamber of Commerce and a Board Member of the Cambodian American Business Association, we take pride in our involvement in the community. Our team is comprised of knowledgeable professionals who are fluent in Spanish, Laotian, Khmer, and Chinese, ensuring that we can effectively communicate with a diverse clientele. Whether you are in need of auto, fire, life, or commercial insurance, we are here to assist you every step of the way.
2020 E Anaheim St, Long Beach, CA 90804, United States
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