Business advisors consultancy in Valley Center, CA
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Silicon Valley Insurance Advisors
● OpenSilicon Valley Insurance Advisors is a leading insurance agency located at 45 North 1st Street in Campbell, California. Our team of experienced advisors is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible price. Trust Silicon Valley Insurance Advisors to protect what matters most to you.
45 N 1st St, Campbell, CA 95008, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center located at 3067 Castro Valley Boulevard in Castro Valley, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with checking and savings accounts, loans, mortgages, investments, or retirement planning, the knowledgeable staff at this bank is here to help you achieve your financial goals. With a commitment to excellent customer service and a convenient location, the Bank of America Financial Center is a reliable choice for all your banking needs in the Castro Valley area.
3067 Castro Valley Blvd, Castro Valley, CA 94546, United States -
Sacramento Valley SBDC
● OpenThe Sacramento Valley SBDC (Small Business Development Center) is a resource center located at 1792 Tribute Road in Sacramento, California. Our mission is to provide expert guidance and support to small businesses in the Sacramento Valley region, helping them thrive and grow. Our team of experienced advisors offers personalized consulting services, training workshops, and access to valuable resources to help entrepreneurs navigate the challenges of starting and running a successful business. Whether you are looking to launch a new venture or expand an existing one, the Sacramento Valley SBDC is here to help you achieve your goals. Visit us today to learn more about how we can assist you in building a strong and sustainable business.
1792 Tribute Rd Suite 455, Sacramento, CA 95815, United States -
State Farm Insurance Auto, Home, Life, & Business Insurance
● OpenState Farm Insurance Auto, Home, Life, & Business Insurance is an insurance agency located at 120 West Grand Avenue, Escondido, California, United States. We specialize in providing auto, home, life, and health insurance services, with a focus on relocations to Escondido, San Diego, San Marcos, and Valley Center. We also offer car insurance quotes, home insurance quotes, multi-line life insurance, and health insurance. At our institution, we prioritize the safety and security of our clients, providing tips on home security, drunk driving prevention, and passenger safety for teen drivers. We value referrals and are currently accepting applications for car insurance, Fair Plan, and CEA.
120 W Grand Ave Ste 101, Escondido, CA 92025, United States -
Merrill Lynch Financial Advisor Thomas N Rickey
● OpenMerrill Lynch Financial Advisor Thomas N Rickey is located at 2 Belvedere Place, Mill Valley, California, United States. As a First Vice President, Wealth Management Advisor, and CERTIFIED FINANCIAL PLANNER™ certificant, Thomas Rickey brings over 15 years of experience in the financial services industry to his role. With a background in corporate financial management, including serving as a Chief Financial Officer, Tom is dedicated to providing individual investors and small businesses with personalized wealth management strategies. He holds certifications in financial planning and investment analysis, and leverages his expertise to simplify the lives of his clients by offering tailored solutions based on their financial goals and risk tolerance. At Merrill Lynch Wealth Management, the team led by Thomas Rickey is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation, risk tolerance, and priorities, the team at Merrill Lynch helps clients pursue their most meaningful objectives.
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States -
Merrill Lynch Financial Advisor Michael H Reid
● OpenMerrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 20400 Stevens Creek Boulevard in Cupertino, California. Our team of expert financial advisors offers a wide range of services to help clients achieve their financial goals. From investment planning to retirement strategies, we provide personalized solutions tailored to each client's unique needs. With a commitment to excellence and a track record of success, Morgan Stanley Financial Advisors is dedicated to helping individuals and businesses make informed financial decisions for a secure future. Contact us today to learn more about how we can help you thrive financially.
20400 Stevens Creek Blvd STE 350, Cupertino, CA 95014, United States -
Merrill Lynch Financial Advisor Lauren Mader Gray
● OpenMerrill Lynch Financial Advisor Lauren Mader Gray, located at 50 West San Fernando Street, San Jose, California, United States, is a finance institution that provides goals-based wealth management to affluent families, accomplished professionals, and successful business owners. Lauren and her team of specialists are dedicated to cultivating long-lasting relationships by offering exceptional service, customized advice, and a disciplined approach to investing. Lauren is passionate about community involvement and volunteers for organizations such as Humane Society Silicon Valley, Soroptimist International Santa Clara Silicon Valley, CREW, and NAWBO. With the support of Merrill's global resources, Lauren's team is committed to building strong client relationships based on trust and personalized service.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Bank of America Financial Center
● OpenThe Bank of America Financial Center at 2717-A Tapo Canyon Road in Simi Valley, California is a leading institution in the field of banking and finance. Offering a wide range of financial services, including savings accounts, loans, investment opportunities, and more, this branch is committed to helping individuals and businesses achieve their financial goals. With a knowledgeable team of professionals, state-of-the-art technology, and a convenient location, the Bank of America Financial Center is a trusted partner for all your banking needs.
2717-A Tapo Canyon Rd, Simi Valley, CA 93063, United States -
Joline Banks - State Farm Insurance Agent
● OpenJoline Banks - State Farm Insurance Agent is a local insurance resource located at 313 Lennon Lane in Walnut Creek, California. As a small business owner in the Bay Area, they are dedicated to taking care of your insurance and financial needs. The agency offers a wide range of insurance options including car insurance, motorcycle insurance, homeowner's insurance, renter's insurance, life insurance, small business insurance, and commercial insurance. The State Farm office is led by Joline Banks, who has been a State Farm Agent since 1992. Born and raised in California, Joline is a Cal State Sacramento Graduate and a Diablo Valley College Athletic Hall of Famer. The agency has qualified for the State Farm Crystal Excellence award and Joline is actively involved in the local community as a member of various organizations.
313 Lennon Ln #200, Walnut Creek, CA 94598, United States -
Mike Klein - State Farm Insurance Agent
● OpenMike Klein - State Farm Insurance Agent is an insurance agency located at 1052 East El Camino Real in Sunnyvale, California. Serving the communities of Sunnyvale and the Silicon Valley, Mike Klein and his team are dedicated to helping families create personalized insurance plans. With 30 years of State Farm Insurance experience, Mike has expanded his licenses to include Colorado, offering assistance to policyholders in both states. As a small business owner, Mike is actively involved in the Sunnyvale community, serving as a past Chair of the Sunnyvale Chamber of Commerce and past President of the Rotary Club of Sunnyvale. With a focus on giving back and supporting local initiatives, Mike is committed to helping families find the right insurance plan for their needs.
1052 E El Camino Real, Sunnyvale, CA 94087, United States -
Farmers Insurance - Valerie Howard
● OpenFarmers Insurance - Valerie Howard is an insurance agency located at 125 Railroad Avenue, Danville, California, United States. Specializing in commercial, auto, home, and life insurance, the Valerie Howard Insurance agency with Farmers® is dedicated to providing the people of San Ramon Valley with top-notch insurance coverage. As a longtime resident of the San Ramon community, Valerie Howard understands the needs of local residents and businesses. Whether you're looking for homeowners, auto, umbrella, or life insurance, Valerie Howard and her team are committed to ensuring that you are properly protected no matter what life may bring. With a comprehensive approach to insurance, the agency will work with you to find the best solution for your specific lifestyle. From new homeowners to business owners, Valerie Howard is here to help you navigate all the insurance options available. Contact the agency today to learn more about how they can help you protect your future.
125 Railroad Ave Ste 200, Danville, CA 94526, United States -
Kevin Beach - State Farm Insurance Agent
● OpenKevin Beach - State Farm Insurance Agent is a renowned insurance agency located at 2650 Camino Del Rio North in San Diego, California. As a second-generation State Farm agent and a graduate of Baylor University with a BBA in Finance and Entrepreneurship, Kevin is highly knowledgeable about the various products and features offered by State Farm. The agency is conveniently situated across the street from Dave and Buster's in Mission Valley. Kevin and his team are dedicated to serving the San Diego community, from Kensington to Point Loma and everywhere in between. They are now licensed to cater to insurance needs in Nevada and Arizona as well. The team's goal is to ensure that clients leave feeling confident and well-informed about their auto, home, life, business, motorcycle, renters, condo, or health coverage options.
2650 Camino Del Rio N # 211, San Diego, CA 92108, United States -
Farmers Insurance - Richard Khasim
● OpenFarmers Insurance - Richard Khasim is an insurance agency located at 1310 East Valley Parkway, Escondido, California, United States. Richard Khasim is a Presidents Council Member and is rated in the top 1% of Farmers® agents in the country. He helps customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Richard has the knowledge and experience to help customers better understand their coverage options and make informed decisions. Customers can get online quotes for auto, home, renters, condo, and business insurance. In addition, Richard offers life insurance policies to provide financial support for loved ones. For added protection, customers can also inquire about Personal Umbrella insurance policies. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers underwrite the policies offered by Richard Khasim. For comprehensive financial planning, customers can schedule appointments to discuss their goals with Richard. Securities offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its policies. Contact Richard Khasim for personalized insurance solutions tailored to individual needs.
1310 E Valley Pkwy Ste 104, Escondido, CA 92027, United States -
Najera Insurance Services
● OpenNajera Insurance Services is a reputable insurance agency located at 17863 Valley Boulevard in Bloomington, California. Our dedicated staff offers a wide range of insurance plans, including auto, homeowners, and commercial insurance, from multiple providers to suit your individual needs and budget. In addition to our insurance services, we also offer a variety of additional services such as Immigration Services, Income Tax assistance, Notary Public services, DMV Services, and Legal Forms. Trust Najera Insurance Services to provide you with comprehensive insurance coverage and excellent customer service.
17863 Valley Blvd, Bloomington, CA 92316, United States -
Rancho Simi Insurance Agency
● OpenRancho Simi Insurance Agency, located at 1611 East Los Angeles Avenue in Simi Valley, California, has been providing auto and home insurance services to the community since 1980. They proudly serve the areas of Simi Valley, Moorpark, Thousand Oaks, and surrounding areas throughout California. At Rancho Simi Insurance Agency, they understand the importance of your car and home. They offer a variety of coverage options from top insurance companies to meet your specific needs. Whether you are looking for basic liability coverage or full comprehensive protection, their expert agents are there to help you find the right policy at a price that fits your budget.
1611 E Los Angeles Ave, Simi Valley, CA 93065, United States -
Koning Insurance agency
● OpenKoning Insurance Agency is located at 45 West Easy Street in Simi Valley, California, United States. As a local Farmers® agent in Southern California, we strive to help customers find the right insurance coverage tailored to their needs. Our personalized approach aims to make you more informed about insurance options, whether it's for auto, home, renters, business insurance, and more. We have the expertise to guide you through understanding your coverage options and making the best choices for your situation. Contact us today for a comprehensive discussion on how we can assist you.
45 W Easy St Ste 8, Simi Valley, CA 93065, United States -
Lacey Greenberg - State Farm Insurance Agent
● OpenLacey Greenberg - State Farm Insurance Agent is a reputable insurance agency located at 11260 Wilbur Avenue, Los Angeles, California. Established in 2020, this agency is conveniently situated on the border of Northridge and Porter Ranch. Lacey Greenberg, a second-generation State Farm agent, leads the team with over 15 years of industry experience. The agency offers a wide range of insurance services including Auto Insurance, Motorcycle Insurance, Life Insurance, Homeowners Insurance, Earthquake Insurance, Health Insurance, Business Insurance, and Workers Comp insurance to clients in the San Fernando Valley and throughout California. The dedicated team at Lacey Greenberg State Farm Agency is committed to helping customers protect their families and assets, ensuring peace of mind for the future. With a focus on customer service and community support, the agency strives to meet the unique needs of each individual and family. Stop by the office to meet the friendly and knowledgeable team, including Alec, Josh, and Michael, who are passionate about helping clients make informed decisions about their insurance needs. Whether you are looking for personal or business insurance solutions, Lacey Greenberg - State Farm Insurance Agent is here to provide expert guidance and support.
11260 Wilbur Ave #303, Northridge, CA 91326, United States -
Ron Rauschenberger - State Farm Insurance Agent
● OpenRon Rauschenberger - State Farm Insurance Agent is a well-established insurance agency located at 11157 Tampa Avenue in Los Angeles, California, United States. As a State Farm agent, Ron Rauschenberger is part of a company that is ranked No. 42 on the 2022 Fortune 500 list of largest companies, serving over 91 million policies and accounts. With a career that began in 1979 as a State Farm home and business insurance claims adjuster, Ron Rauschenberger opened his own State Farm Insurance agency in Simi Valley in 1985. With over 16 years of experience as a State Farm Agent, he has been recognized as one of the nation's top 50 agents.
11157 Tampa Ave, Porter Ranch, CA 91326, United States -
Abbott Deborah
● OpenAbbott Deborah is a health institution located at 4340 Scotts Valley Drive, Scotts Valley, California, United States. This institution is dedicated to providing high-quality healthcare services to individuals in the local community. With a team of experienced professionals, Abbott Deborah offers a range of medical services to help patients maintain and improve their health. Whether you are in need of routine check-ups, specialized treatments, or preventative care, Abbott Deborah is committed to helping you achieve optimal health and well-being. Visit us today to experience exceptional healthcare in a welcoming and compassionate environment.
4340 Scotts Valley Dr, Scotts Valley, CA 95066, United States -
Rachit Patel
● OpenRachit Patel is a renowned doctor located at 6010 Hidden Valley Road in Carlsbad, California. With a focus on health and wellness, Dr. Patel provides expert medical care and personalized treatment plans for his patients. Whether you are in need of routine check-ups, preventative care, or treatment for a specific health issue, Dr. Patel is dedicated to helping you achieve optimal health. With a warm and welcoming office atmosphere, patients can feel comfortable and confident in their care at this reputable institution.
6010 Hidden Valley Rd Ste 200 # Rd, Carlsbad, CA 92011, United States -
Veraz Insurance Solutions
● OpenVeraz Insurance Solutions is a leading insurance agency located at 2355 San Ramon Valley Boulevard in San Ramon, California. Specializing in finance and insurance services, our dedicated team is committed to providing personalized solutions to meet the unique needs of our clients. With a focus on integrity and transparency, we strive to build lasting relationships built on trust and reliability. Whether you are looking for auto, home, life, or business insurance, Veraz Insurance Solutions is here to help you navigate the complex world of insurance. Contact us today to learn more about how we can protect what matters most to you.
2355 San Ramon Valley Blvd #204, San Ramon, CA 94583, United States -
Angela Frangieh - State Farm Insurance Agent
● OpenAngela Frangieh - State Farm Insurance Agent is a dedicated insurance agency located at 120 West Campbell Avenue in Campbell, California. With a motto of "Big enough to serve you, small enough to know you," this agency prides itself on providing personalized financial and insurance strategies to the San Jose, CA area. Angela Frangieh, the agent, brings a unique perspective as an entrepreneur in Silicon Valley and holds a Bachelor of Science degree from the University of San Francisco. The agency offers a range of insurance services including Auto Insurance, Homeowner's Insurance, Renter's Insurance, Life Insurance, and Business Insurance. The bilingual staff is fluent in Spanish and is committed to helping customers in San Jose and surrounding areas. With prestigious awards and a focus on customer service, Angela Frangieh - State Farm Insurance Agent is a leading agency in the region. Call or visit their office today for a free quote and personalized assistance with all your insurance needs.
120 W Campbell Ave Ste A, Campbell, CA 95008, United States -
Lelly Woo-Grimes - State Farm Insurance Agent
● OpenLelly Woo-Grimes - State Farm Insurance Agent is a trusted insurance agency located at 12062 Valley View Street in Garden Grove, California. Situated at the corner of Valley View and Chapman, in the same plaza as US Bank, our office is easily accessible. We understand the importance of rural road safety and provide tips to navigate these roads safely. Our experienced team, including Marie, Carter, Alex, Gina, Anelka, Diana, and Lelly, is dedicated to serving our diverse community. We offer personalized products to protect assets, build financial stability, and secure legacies.
12062 Valley View St Suite 135, Garden Grove, CA 92845, United States -
Farmers Insurance - Laura Martinez
● OpenFarmers Insurance - Laura Martinez is a trusted insurance agency located at 23715 Sunnymead Boulevard in Moreno Valley, California. Laura Martinez's goal is to treat clients like family, not just a policy number. As a local Farmers® agent, she helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. Laura has the knowledge and experience to help clients understand their coverage options and make informed decisions. With competitive rates and multi-line insurance discounts, Farmers Insurance offers comprehensive coverage for cars, homes, condos, and more. Additionally, Laura Martinez can help clients with life insurance, renters insurance, and personalized financial planning. For added protection, a Personal Umbrella insurance policy is available to safeguard assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, and other specific insurers provide coverage underwritten by Farmers Insurance. Contact Laura Martinez at Farmers Insurance - Laura Martinez for personalized insurance solutions and financial planning services.
23715 Sunnymead Boulevard Ste G, Moreno Valley, CA 92553, United States -
Claudia Alarcon - State Farm Insurance Agent
● OpenWelcome to Claudia Alarcon - State Farm Insurance Agent, located at 4045 Bonita Road in Bonita, California, United States. As your trusted partner in the world of insurance, Claudia proudly serves California and Arizona, with a focus on San Diego, Imperial Valley, Yuma, and San Luis. Claudia is dedicated to ensuring that you and your loved ones are protected against life's uncertainties. Beyond her role in insurance, she is a devoted mother, loving wife, and active member of her community. She believes in the power of giving back and is excited to walk alongside you, offering not just insurance, but also a genuine willingness to make a positive impact.
4045 Bonita Rd UNIT 206, Bonita, CA 91902, United States -
Northern Trust
● OpenNorthern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.
1485 E Valley Rd Suite 7, Santa Barbara, CA 93108, United States -
Joyce Emerson-Greenberg - State Farm Insurance Agent
● OpenWelcome to Joyce Emerson-Greenberg's State Farm Agency located at 5950 Canoga Avenue in Los Angeles, California. Established in 1988, our dedicated team has been safeguarding residents of the San Fernando Valley, Woodland Hills, West Hills, and surrounding areas for over three decades. Our primary focus is to provide comprehensive insurance coverage to meet all your needs and expectations. Born and raised in Woodland Hills, Joyce Emerson-Greenberg has a deep-rooted commitment to helping others. With a passion for making a difference in people's lives, Joyce and her team offer a wide range of insurance options including Auto, Motorcycle, Life, Health, Business, and more.
5950 Canoga Ave #230, Woodland Hills, CA 91367, United States -
Brett Kopitz Insurance Professionals
● OpenBrett Kopitz Insurance Professionals is a trusted insurance agency located at 4291 Apricot Road in Simi Valley, California. With over two decades of experience, we specialize in customizing insurance solutions tailored to meet your unique needs. Our team takes the time to carefully assess your requirements and provide a bundle of options to choose from. Serving clients in Southern California since 2000, we are dedicated to offering reliable and personalized insurance services. Contact us today to see how we can assist you with your insurance needs.
4291 Apricot Rd, Simi Valley, CA 93063, United States -
Thomas Costello Insurance
● OpenThomas Costello Insurance, located at 2775 Tapo Street in Simi Valley, California, is a trusted insurance agency that has been serving clients since 1927. As part of the Gallagher Way, we offer tailored and comprehensive insurance solutions for all your business needs. Our team develops effective risk management strategies to protect your people and reduce your total cost of risk. We focus on organizational wellbeing by investing in the health, financial wellbeing, and career growth of your employees to align with your goals. Gallagher is a global leader in insurance, risk management, and consulting services, helping clients face challenges and providing effective solutions. With over 52,000 employees worldwide, we have significant international reach and are dedicated to serving businesses, communities, and individuals around the globe.
2775 Tapo St STE 102, Simi Valley, CA 93063, United States
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