Business development advisors in California
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HARBOR POINTE FINANCIAL
● ClosedWelcome to Harbor Pointe Financial, your trusted partner in financial success, conveniently located at 1 Tawny Port, Dana Point, California. As a leading financial services provider, we are committed to guiding you through the complexities of the financial world with expertise and personalized care. Our team of seasoned professionals offers a comprehensive range of services tailored to meet the unique needs of individuals, families, and businesses in our community. At Harbor Pointe Financial, we understand that each client has distinct financial goals and challenges. Whether you are planning for retirement, seeking investment advice, or managing your wealth, our dedicated advisors work closely with you to develop customized strategies that align with your aspirations. We pride ourselves on building lasting relationships based on trust, transparency, and a deep understanding of your financial objectives.
1 Tawny Port, Dana Point, California 92629, United States -
Pete Dolkas - State Farm Insurance Agent
● ClosedWelcome to Pete Dolkas - State Farm Insurance Agent, your trusted partner for comprehensive insurance solutions in San Juan Capistrano, California. Located at 31103 Rancho Viejo Rd, our agency is committed to helping you protect what matters most: your family, your assets, and your financial well-being. We understand that everyone loves saving money, which is why we offer customizable coverage plans that cater to your unique needs. Whether you're looking for auto insurance that rewards safe driving, home insurance to secure your largest investment, or specialized coverage for your recreational vehicles, Pete Dolkas is here to guide you. As part of the State Farm family, the largest auto insurance provider in the U.S., we offer a range of options including collision, comprehensive, and more, ensuring you get the right protection at competitive rates.
31103 Rancho Viejo Rd, San Juan Capistrano, California 92675, United States -
Edward Jones
● OpenWelcome to Edward Jones, located on I Street in Crescent City, California. We are a trusted name in the finance industry, dedicated to helping you achieve your financial goals with personalized strategies that align with your life’s aspirations. At Edward Jones, we believe that understanding what truly matters to you is the key to developing effective financial strategies. Our process is designed to connect you with financial advisors who are perfectly matched to your needs, ensuring you receive tailored advice and support. Our services are exclusively available to U.S. residents, and our Crescent City office is here to cater to the financial needs of our community. Please note that our U.S. financial advisors are only able to conduct business with residents of the states where they are properly registered, and not all investments and services are available in every state.
I Street, Crescent City, California 95531, United States -
Edward Jones
● OpenWelcome to Edward Jones, located at 3855 Rohnerville Road in the heart of Fortuna, California. We are dedicated to providing personalized financial services that are tailored to your unique needs and aspirations. At Edward Jones, we believe that understanding what truly matters to you is the foundation for developing financial strategies that support a life you love. Our experienced financial advisors are committed to working closely with you to identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to invest in your future, we offer a range of services designed to help you along your financial journey.
3855 Rohnerville Road, Fortuna, California 95540, United States -
Senior Finance Group
● ClosedWelcome to Senior Finance Group, your trusted Reverse Mortgage Advisors in Humboldt County, CA. Located at 3106 School Street, Fortuna, California, our woman-run business is led by Diana Fraga and Kathy Hall, who bring over 35 years of mortgage expertise to the table. We are deeply rooted in the community, with a keen understanding of the local housing market and the unique needs of our clients. At Senior Finance Group, we believe that your home is not just a place, but a collection of cherished memories and a testament to your life's journey. Our goal is to help you make the most of your home’s equity through a Reverse Mortgage, allowing you to enjoy the comfort of your home while securing your financial future. We pride ourselves on treating our clients like family, providing transparent, caring, and open dialogue throughout the process. Our professional advice is tailored to reassure and inform you about all available options, ensuring you make the best decision for your unique situation.
3106 School Street, Fortuna, California 95540, United States -
Jagger Kroener, Realtor, COMPASS
● OpenWelcome to Jagger Kroener, Realtor, COMPASS – Your Premier Real Estate Partner in Manhattan Beach and Beyond Located at 1300 Highland Avenue, Manhattan Beach, California, Jagger Kroener, Realtor, COMPASS is your gateway to exceptional real estate services in the vibrant communities of Manhattan Beach, Hermosa Beach, Redondo Beach, Venice Beach, Marina del Rey, Mar Vista, and Culver City. As a distinguished real estate agency, we are proud to offer unparalleled expertise and a commitment to excellence that sets us apart in the industry.
1300 Highland Avenue, Manhattan Beach, California 90266, United States -
Haynes Real Estate
● ClosedWelcome to Haynes Real Estate, your trusted partner in navigating the dynamic South Bay real estate market. Conveniently located at 75 Malaga Cove Plaza, Palos Verdes Estates, California, we have been a leading force in local real estate for nearly a decade. Under the expert guidance of Richard Haynes, our boutique agency has successfully facilitated over $215 million in sales, earning a reputation for excellence and integrity. Richard Haynes, renowned for his insightful market analysis and strategic advice, has been featured in prestigious publications such as the L.A. Times, The Street, and Forbes. His deep understanding of the local market, from Palos Verdes to Manhattan Beach, has propelled him to be one of the top 350 agents in California, out of more than 212,000 licensed Realtors in 2022.
75 Malaga Cove Plaza, Palos Verdes Estates, California 90274, United States -
imperial real estate
● OpenWelcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.
1008 South Pacific Avenue, Los Angeles, California 90731, United States
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