Benefits strategy planning in California
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Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 1550 Noriega Street in San Francisco, California. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals looking to achieve family protection, wealth accumulation, and tax-efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the team helps clients navigate the uncertainties of retirement planning in an era of increased life expectancy and economic volatility. Whether you are nearing retirement or in the wealth accumulation stage of life, the institution provides guidance on converting savings into retirement income and utilizing financial tools for building and growing nest eggs. With a focus on comprehensive consulting services and a friendly, experienced team, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth aims to be your lifelong partner in financial security. The institution is also affiliated with Covered California and offers services related to health benefits and insurance. Visit their website for more information and to explore their offerings.
1550 Noriega St Suite 100, San Francisco, CA 94122, United States -
Foresight Benefits
● ClosedForesight Benefits is a leading insurance agency located in San Francisco, California. Our firm is dedicated to providing comprehensive business insurance and risk management solutions, with a focus on proactive strategies and exceptional service. We offer a range of value-added services designed to meet the specific needs of HR Benefit Professionals, all at no additional cost. Contact us at 2443 Fillmore St., #503, San Francisco, CA 94115, email us at info@foresightbenefits.com, or call (800) 806-5428 to learn more about how we can help protect your business.
2443 Fillmore St, San Francisco, CA 94115, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● OpenSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 4320 Stevens Creek Boulevard in San Jose, California. With over 3 generations of excellence since 1982, the institution offers a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax efficient retirement income. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution helps clients navigate the uncertainties of retirement planning in today's world of increased life expectancy, aging populations, and economic volatility. They specialize in managing longevity risk and strategically converting savings into retirement income.
4320 Stevens Creek Blvd #191, San Jose, CA 95129, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 42808 Christy Street in Fremont, California, United States. Established in 1982, the institution offers three generations of amazing excellence in financial planning and insurance services. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution provides a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax-efficient retirement income. In a world filled with uncertainties, especially in retirement planning, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth helps clients navigate the challenges of modern technology, increased life expectancy, and economic volatility. The institution specializes in managing longevity risks and assisting retirees in the distribution phase of retirement by strategically converting savings into retirement income.
42808 Christy St #112, Fremont, CA 94538, United States -
Benefit Authority Insurance Solutions
● ClosedBenefit Authority Insurance Solutions is a leading insurance agency located in Morgan Hill, California. Our team of experienced professionals is dedicated to providing personalized insurance solutions that meet the unique needs of our clients. Whether you're looking for auto, home, life, health, or business insurance, we have the expertise to help you find the coverage that best fits your budget and lifestyle. At Benefit Authority Insurance Solutions, we strive to be your trusted partner in protecting what matters most to you. Contact us today to learn more about our comprehensive insurance options.
Morgan Hill, CA 95037, United States -
BB&H Benefit Designs
● ClosedBB&H Benefit Designs is an insurance agency located at 109 East Victoria Street in Santa Barbara, California. We specialize in providing personalized benefit designs to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses find the right insurance solutions to protect their assets and loved ones. Whether you are looking for health, life, or disability insurance, we are here to help you navigate the complex world of insurance and find the coverage that fits your needs and budget. Contact us today to learn more about how BB&H Benefit Designs can help you secure your financial future.
109 E Victoria St, Santa Barbara, CA 93101, United States -
Consolidated Benefits & Insurance Services
● ClosedConsolidated Benefits & Insurance Services is a reputable health and insurance agency located at 8181 East Kaiser Boulevard in Anaheim, California. Our dedicated team of professionals is committed to providing top-notch service and personalized solutions to meet all your insurance needs. Whether you are looking for health insurance, life insurance, or any other type of coverage, we are here to help you navigate the complex world of insurance. Trust Consolidated Benefits & Insurance Services to provide you with the peace of mind and security you deserve.
8181 E Kaiser Blvd 2nd floor, Anaheim, CA 92808, United States -
Heath Benefit Partners, Inc. Agency
● ClosedHealth Benefit Partners, Inc. Agency is a leading insurance agency located at 26522 La Alameda in Mission Viejo, California. Specializing in health insurance, this agency is dedicated to helping individuals and families find the best coverage to meet their healthcare needs. With a team of experienced professionals, Health Benefit Partners, Inc. Agency is committed to providing personalized service and guidance to ensure clients have the right insurance plan for their unique circumstances. Whether you are looking for individual, family, or group health insurance, this agency is here to help you navigate the complex world of healthcare coverage. Trust Health Benefit Partners, Inc. Agency to be your partner in securing the health insurance you need.
26522 La Alameda #130, Mission Viejo, CA 92691, United States -
Schwartz Retirement Benefit Strategies
● OpenSchwartz Retirement Benefit Strategies, located in Marina del Rey, California, is an experienced insurance agency specializing in comprehensive retirement plan administration, analysis, compliance, and design. With over 40 years of experience, their consulting team caters to a diverse portfolio of clients, from small professional firms to larger entities with over 100 employees. They also provide services to Third Party Administration (TPA) firms. The team at Schwartz Retirement Benefit Strategies focuses on the individual needs and goals of each client, ensuring their overall success and profitability. Clients praise the firm for their knowledge, integrity, and commitment to client satisfaction. Barbara Schwartz, the lead consultant, is known for her creativity in problem-solving and effective plan implementation.
4640 Admiralty Way, Marina Del Rey, CA 90292, United States -
Century Trusts & Estate Planning
● ClosedCentury Trusts & Estate Planning is a law firm located at 2424 Vista Way in Oceanside, California, United States. Our goal is to help you protect what you’ve earned and built for the ones you love. Making end-of-life plans can be overwhelming, but with a compassionate attorney by your side, you can face crucial life decisions with confidence. Our experienced attorney, Ashby Sorensen, can guide you through the creation of a properly crafted estate plan. This plan will allow you to determine how your assets will be handled, ensuring that your loved ones are cared for in the event of your passing. Avoiding probate, which can be expensive and lengthy, is just one of the many benefits of working with our estate planning attorneys.
2424 Vista Way UNIT 110, Oceanside, CA 92054, United States -
The Estate Planning & Legacy Law Center
● ClosedThe Estate Planning & Legacy Law Center is a trusted legal institution located at 2701 Loker Avenue West in Carlsbad, California. Specializing in estate planning and legacy preservation, our team of experienced lawyers provide expert guidance and personalized solutions to help clients protect their assets and ensure their wishes are carried out. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, our dedicated team is here to assist you every step of the way. Contact us today to schedule a consultation and start planning for your future.
2701 Loker Ave W # 100, Carlsbad, CA 92010, United States -
Unique Planning - Paul Crawford
● ClosedUnique Planning - Paul Crawford is a top-tier finance, health, and insurance agency located in the heart of San Ramon, California. With a reputation for providing personalized and innovative solutions, our team of experts is dedicated to helping clients achieve their financial and health goals. Whether you're looking to secure your financial future, protect your health, or safeguard your assets, Unique Planning - Paul Crawford is here to provide you with the guidance and support you need. Visit us at 2010 Crow Canyon Place to learn more about how we can help you plan for a secure and prosperous future.
2010 Crow Canyon Pl #100, San Ramon, CA 94583, United States -
Wealth Management Strategies Insurance & Financial Solutions
● ClosedWealth Management Strategies Insurance & Financial Solutions, located at 3681 Sagunto Street in Santa Ynez, California, is a finance institution dedicated to providing financial guidance to help individuals live a life of meaning and impact. The institution believes in infusing purpose into work and wealth, helping clients align their wealth with their values to make a positive impact on the people and causes they care about. They focus on helping clients understand and maximize all aspects of wealth, including financial, emotional, and social well-being. The team at Wealth Management Strategies consists of passionate and successful individuals who are dedicated to helping clients make wise decisions to mold them into the best version of themselves. They offer services such as estate planning, wealth transference, executive benefits, and retirement planning to help clients enrich their current lives while preparing for the future. The institution believes in sustainable wealth management, leading clients beyond financial numbers to a concept they call "reinspirement" - a time when assets sustain lifestyle and work is done out of love.
3681 Sagunto St #102, Santa Ynez, CA 93460, United States -
Benefit Tax Advisors
● ClosedBenefit Tax Advisors is an institution located at 6167 Bristol Parkway in Culver City, California, specializing in accounting, finance, and legal services. We understand the stress and burden of dealing with the IRS, which is why we are here to help you navigate through it all. Our team of professionals will work on your behalf to stop the IRS from taking any further action and reduce your tax balance through an Offer in Compromise. No matter your financial situation, we believe that tax representation and services can be affordable and fit into your monthly budget. Let Benefit Tax Advisors be your advocate and partner in resolving your tax issues. We will carefully review your case and provide you with personalized solutions to help you start fresh and leave your financial worries behind. Don't let the IRS dictate your audit or overwhelm you with tax debt – let us help you stand up for your rights and reduce your taxable income to avoid future mistakes.
6167 Bristol Pkwy #345, Culver City, CA 90230, United States -
Capstone Pacific Investment Strategies, Inc.
● ClosedCapstone Pacific Investment Strategies, Inc. is a finance institution located at 265 South Randolph Avenue, Brea, California, United States. Established in 2010, we are dedicated to providing the best possible financial solutions to our clients. As fiduciaries, we always act in the best interest of our clients, ensuring that their needs come first. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals who are held to the highest standard of care. We specialize in navigating the complex civilian federal benefits program and can assist business owners in setting up retirement plans such as 401(k)s. For employees, we offer guidance on investment funds and portfolio adjustments. Our firm is registered as an investment adviser and operates in compliance with state regulations.
265 S Randolph Ave #240, Brea, CA 92821, United States -
Benefit Consultant Inc.
● ClosedBenefit Consultant Inc. is a finance institution located at 11800 Central Avenue in Chino, California. Our team of experienced consultants are dedicated to helping individuals and businesses navigate the complex world of benefits and financial planning. Whether you are looking for advice on retirement planning, insurance coverage, or investment strategies, our knowledgeable staff is here to provide expert guidance tailored to your specific needs. Trust Benefit Consultant Inc. to help you secure a brighter financial future.
11800 Central Ave Suite 223B, Chino, CA 91710, United States -
Benefit Financial Services Group (BFSG, LLC)
● ClosedBenefit Financial Services Group (BFSG, LLC) is a boutique finance institution located at 2040 Main Street in Irvine, California, United States. At BFSG, we invest to support your life today, your goals for tomorrow, and your life’s legacy. Our team guides you through each waypoint on the journey of life, prioritizing sharing the rationale and data that backs up each recommendation we make. We go the extra mile to deliver a platinum client experience, giving you peace of mind in the advice and action you receive. We have solutions for individuals, families, successful privately owned businesses, and institutions looking to enhance their retirement plans and endowments. Our focus is on optimizing all facets of wealth management strategy for uniquely successful individuals and families. For retirement plan sponsors, we aim to empower employees to save more toward a meaningful retirement.
2040 Main St # 720, Irvine, CA 92614, United States -
Benefit Funding Retirement
● ClosedBenefit Funding Retirement is a finance institution located at 138 South Imperial Highway in Anaheim, California. We specialize in helping individuals plan for their retirement by providing various funding options and strategies. Our team of financial experts is dedicated to helping our clients achieve their retirement goals through personalized and comprehensive financial planning. Whether you are just starting to save for retirement or are looking to maximize your existing funds, Benefit Funding Retirement is here to help you every step of the way. Contact us today to schedule a consultation and start securing your financial future.
138 S Imperial Hwy, Anaheim, CA 92807, United States -
Tax Smart Investing & Planning
● ClosedTax Smart Investing & Planning is a finance and insurance agency located at 9870 Research Drive in Irvine, California, United States. Our focus is on after-tax outcomes of investments, including various types of income, retirement accounts, types of investments, and trust considerations. Unlike many financial planning firms, we prioritize discussions on tax implications to ensure that you are maximizing your wealth in a tax-efficient manner. We believe that tax-smart investing is essential for long-term financial success, and our strategies are designed to benefit clients through tax-efficient wealth development, retirement planning, and wealth preservation. By working closely with your CPA, we aim to reduce tax liabilities and optimize your overall financial well-being.
9870 Research Dr 2nd Floor, Irvine, CA 92618, United States -
Capital Planning Advisors
● ClosedCapital Planning Advisors is a finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Our focus is on wealth planning with integrity, clarity, and purpose. We take a relationship-driven approach to understanding the needs of our clients, including individuals, families, businesses, and institutional clients throughout northern California and beyond. Our team of experts works together to understand our clients' personal goals, financial circumstances, investment objectives, tax issues, and risk tolerance. We serve a limited number of clients to ensure each individual receives the attention and focus their situation demands.
1420 Rocky Ridge Dr STE 140, Roseville, CA 95661, United States -
Henry Frazier Iii, Financial Advisor - Eagle Strategies
● OpenHenry Frazier III, Financial Advisor at Eagle Strategies, located at 2219 Gehringer Drive, Concord, California, United States, specializes in creating custom insurance and financial solutions for clients. The institution offers permanent policies with guaranteed benefits, long-term coverage, and professionally managed investments. They provide guidance on various financial needs, including retirement planning, education expenses, and estate planning. With a focus on helping clients protect their families and assets, Henry Frazier III works closely with individuals to create personalized strategies for a secure financial future. As a financial advisor at Eagle Strategies, Henry Lee Frazier is committed to building long-term relationships with clients and providing support through life's biggest moments. With a range of insurance products and investment options, clients can protect their assets, plan for retirement, and ensure a smooth transfer of wealth to the next generation. Whether you are looking for income protection, investment opportunities, or estate planning, Henry Frazier III can help you navigate the complex world of finance and create a customized plan that fits your needs and goals.
2219 Gehringer Dr, Concord, CA 94520, United States -
Guy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions
● OpenGuy R Walker, President - Wealth Management Strategies Insurance & Financial Solutions is a finance and insurance agency located at 3681 Sagunto Street, Santa Ynez, California, United States. The institution is dedicated to providing financial guidance to help individuals live a life of meaning and impact. They believe in infusing purpose into work and wealth to help clients align their values with their financial goals. The firm focuses on helping clients understand and maximize all aspects of wealth, not just financial status. They offer services such as estate planning, wealth transference, executive benefits, and retirement planning to help clients enrich their current lives while preparing for the future. The goal is to help clients live well in the present while also ensuring a sustainable and purpose-driven financial future.
3681 Sagunto St #102, Santa Ynez, CA 93460, United States -
United Retirement Plan Consultants
● ClosedWelcome to United Retirement Plan Consultants, your trusted partner in financial planning and retirement solutions, located in the heart of Marina del Rey, California. Situated at 4640 Admiralty Way, our firm is dedicated to empowering individuals, businesses, and organizations to achieve their financial goals and secure a prosperous future. At United Retirement Plan Consultants, we specialize in offering comprehensive retirement planning services tailored to meet the unique needs of each client. Our team of experienced financial professionals is committed to providing personalized advice, innovative strategies, and exceptional service to help you navigate the complexities of retirement planning with confidence and ease.
4640 Admiralty Way, Marina del Rey, California 90292, United States -
Privately Owned Public Space
● OpenLocated at 343 Sansome Street in San Francisco, California, this Privately Owned Public Space is a unique park and tourist attraction in the heart of the bustling city. This institution offers a peaceful oasis for visitors to relax and enjoy the surrounding urban landscape. With beautifully landscaped gardens, seating areas, and public art installations, this space is a hidden gem that provides a tranquil escape from the hustle and bustle of city life. Whether you're looking to unwind with a book, have a picnic with friends, or simply take in the sights and sounds of the city, this Privately Owned Public Space is the perfect destination for a peaceful and rejuvenating experience.
343 Sansome St, San Francisco, CA 94104, United States -
Good Relations
● ClosedGood Relations is a trendy clothing store located at 329 2nd Street in Eureka, California. This store offers a wide selection of fashionable clothing and accessories for men and women. With a focus on quality and style, Good Relations is a go-to destination for those looking to update their wardrobe with the latest trends. Whether you're looking for casual everyday wear or something more formal for a special occasion, you're sure to find something you love at Good Relations. Visit us today and discover your new favorite pieces!
329 2nd St, Eureka, CA 95501, United States -
Gather
● ClosedGather is a charming cafe located at 6250 America Center Drive in Sunnyvale, California. This inviting establishment offers a warm and welcoming atmosphere where patrons can gather to enjoy delicious food and beverages. Whether you're looking for a quick bite to eat or a relaxing place to catch up with friends, Gather is the perfect spot. With a menu featuring a variety of freshly made dishes and beverages, there's something for everyone to enjoy. Come visit Gather and experience a delightful dining experience in the heart of Sunnyvale.
6250 America Center Dr, Sunnyvale, CA 94089, United States -
The Human Bean
● ClosedThe Human Bean is a charming cafe and restaurant located at 1010 California 12 in Rio Vista, California. This cozy establishment offers a variety of delicious food and beverages, including freshly brewed coffee, tasty pastries, and savory sandwiches. With its welcoming atmosphere and friendly staff, The Human Bean is the perfect place to relax and enjoy a meal or grab a quick bite to eat. Whether you're looking for a place to meet friends for a coffee or pick up a snack on the go, The Human Bean has something for everyone. Come visit us today and experience the warmth and hospitality that sets us apart from other establishments in the area.
1010 CA-12, Rio Vista, CA 94571, United States -
Por Tu Salud (PTS Nutrición)
● Closed"Por Tu Salud (PTS Nutrición) is a health-focused institution located at 11258 Merritt Street in Castroville, California. As a cafe, food, and store, we offer a wide range of nutritious and delicious options to help you maintain a healthy lifestyle. Our menu includes fresh salads, smoothies, wraps, and other wholesome choices that are designed to support your overall well-being. Visit us at PTS Nutrición and let us help you make healthier choices for your health."
11258 Merritt St, Castroville, CA 95012, United States -
CLUB DE BIENESTAR FAMILIA SALUDABLE
● OpenClub de Bienestar Familia Saludable is a family-friendly health and wellness institution located at 311 Williams Road in Salinas, California. Our mission is to promote healthy eating habits and overall well-being for families in the community. Our restaurant offers a variety of nutritious and delicious meals made with fresh, locally sourced ingredients. Join us in our cozy dining space for a wholesome dining experience that nourishes both body and soul.
311 Williams Rd, Salinas, CA 93905, United States -
Gather
● OpenGather is a renowned restaurant located on Kittredge Street in Berkeley, California. Known for its commitment to sustainability and locally-sourced ingredients, Gather offers a unique dining experience that celebrates the flavors of the region. With a focus on seasonality and ethical practices, the restaurant creates innovative dishes that are both delicious and environmentally conscious. Whether you're looking for a casual meal or a special occasion, Gather is the perfect spot to enjoy a memorable culinary experience in the heart of Berkeley.
Between Allston, 2200 Oxford St, Kittredge St, Berkeley, CA 94704, United States
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