TOP 30 Brokercheck in Long Beach, California

8 results found

Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Welcome to Farmers Insurance - Wendy Muralles, your trusted local insurance agency located at 2204 Torrance Boulevard, Torrance, California. As your dedicated Farmers® agent, Wendy Muralles is committed to helping you navigate the complexities of insurance with ease and confidence. With extensive knowledge and experience, Wendy offers personalized guidance to ensure you have the right coverage for your unique needs, whether it’s auto, home, renters, business insurance, and more. At Farmers Insurance - Wendy Muralles, we understand that selecting the right insurance coverage can be daunting. That’s why we take the mystery out of the process and provide straightforward advice to help you make informed decisions. From comprehensive and collision coverage to medical payments, we offer a range of auto insurance options tailored to your budget. Plus, explore our various insurance discounts that can help you save money.

Welcome to Farmers Insurance - Thomas Forsythe, your trusted local insurance agency in Old Town Torrance. Conveniently located at 1308 Sartori Avenue, Torrance, California, we proudly serve families and businesses throughout the South Bay area. With over 31 years of experience in the insurance industry, Thomas Forsythe and his team are dedicated to helping you identify insurance coverage that best fits your unique needs. Whether you're looking for auto, home, renters, or business insurance, our agency is here to provide you with expert guidance and exceptional customer service. At Farmers Insurance - Thomas Forsythe, we prioritize staying in touch with our clients, ensuring you are always informed about your policy updates. Our commitment to stellar response times means you can reach out to us anytime with questions or concerns. We especially enjoy working with small businesses and local families, offering a family-oriented approach to all our services.

Welcome to Farmers Insurance - Martha Chavez, your trusted local insurance agency located at 2634 Pacific Avenue, Long Beach, California. As your dedicated Farmers® agent, Martha Chavez is here to help you navigate the complexities of insurance, ensuring you find the coverage that best suits your needs. Whether it's auto, home, renters, business insurance, or more, our personalized approach makes understanding your options straightforward and stress-free. With extensive knowledge and experience, Martha Chavez can demystify your insurance choices, offering guidance on comprehensive or collision coverage, deductibles, medical payments, and more. Begin with an online auto insurance quote and explore our discounts designed to help you save.

Welcome to Farmers Insurance - Jay Simmonds, your trusted local insurance agency located at 3520 Long Beach Boulevard, Long Beach, California. As your dedicated Farmers® Insurance and Financial Services agent, I am committed to helping you understand your insurance policies and coverage options. Whether you need home insurance, life insurance, 401k rollovers, business insurance, or anything in between, I am here to assist you in finding the coverages that best fit your lifestyle now and in the future. With over 80 years of experience, Farmers® has been a reliable provider of insurance products, ensuring that you are protected when disaster strikes. We offer competitive rates and multi-line insurance discounts to help you save money. Whether you're looking for auto insurance, renters insurance, business insurance, or condo insurance, we have options tailored to meet your needs.

Welcome to Farmers Insurance - Kenneth Ahn, your trusted local insurance agency located at 5500 East Atherton Street, Long Beach, California. As a dedicated Farmers® agent, Kenneth Ahn is committed to helping you find the insurance coverage that best suits your needs, ensuring a straightforward and personalized experience. Whether you're looking for auto, home, renters, business insurance, or more, Kenneth's expertise will guide you in understanding your options. At Farmers Insurance - Kenneth Ahn, we simplify the complexities of insurance, offering insights into comprehensive coverage, collision coverage, deductibles, and medical payments. Start with an online auto insurance quote and explore our discounts designed to help you save.

Welcome to Farmers Insurance - Pablo Pino, your trusted local insurance agency located at 2750 North Bellflower Boulevard, Long Beach, California. As a dedicated Farmers® agent, Pablo Pino is committed to helping you navigate the complexities of insurance with personalized service and expert guidance. Whether you need coverage for your car, home, rental property, business, or more, Pablo has the knowledge and experience to help you understand your options and choose the best policy for your needs. At Farmers Insurance - Pablo Pino, we believe in making you smarter about your insurance choices. Our straightforward approach ensures that you get the coverage you need without the confusion. From comprehensive and collision coverage for your vehicle to protecting your most valuable asset—your home—with reliable insurance, we’ve got you covered. Plus, explore our multi-line insurance discounts to enjoy competitive rates and savings.

Welcome to Farmers Insurance - Steven Gordon, your trusted local insurance agency in Long Beach, California. Conveniently located at 1800 Palo Verde Avenue, we are dedicated to helping our community navigate the complexities of insurance with ease and confidence. As your local Farmers® agent, Steven Gordon brings extensive knowledge and experience to guide you in selecting the insurance coverage that best suits your needs, whether it's for auto, home, renters, business, or more. Our personalized approach ensures that you become more informed about your insurance options, making the process straightforward and tailored to your unique situation. We offer a range of insurance solutions, including: