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TOP 30 Business funding advisors in National City, CA
15 results found
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National Legacy Capital Group
National Legacy Capital Group, located at 5405 Morehouse Drive in San Diego, California, is a finance institution that specializes in helping small and mid-sized businesses thrive. They offer business lines of credit, equipment financing, working capital loans, and more to support operational expenses and growth. With decades of experience, they provide fast and personalized funding options with no fees. Clients have praised their efficient application process, attentive advisors, and ability to secure financing when other companies could not. The team at National Legacy Capital Group is known for their professionalism, knowledge, and excellent service, making them a highly recommended choice for businesses in need of financial support.
7 Figures Funding South San Francisco
7 Figures Funding South San Francisco is a finance institution located at 611 Gateway Boulevard in South San Francisco, California, United States. Specializing in providing funding solutions for businesses and individuals, 7 Figures Funding offers a range of financial services including loans, investment opportunities, and financial advice. With a team of experienced professionals, 7 Figures Funding is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand your current one, or invest in your personal finances, 7 Figures Funding South San Francisco is here to help you every step of the way.
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2033 North Main Street, Walnut Creek, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide array of financial planning topics and are designed to ensure that advisors have the knowledge and expertise to help their clients make informed decisions. Additionally, Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC specializes in serving veterans, active duty, Reserve, National Guard, and small business owners.
National Asian Amer Coalition
The National Asian Amer Coalition, located at 9080 Black Mountain Road in San Diego, California, is a finance institution dedicated to helping underserved communities achieve their housing, business, and financial goals. As a US Department of Treasury Certified Community Development Financial Institution (CDFI), NAAC provides low-income borrowers with access to essential financial services, affordable credit, and investment capital. They do not decline borrowers, but instead work with them to prepare for funding opportunities. NAAC is also an authorized microloan intermediary lender of SBA and a HUD-Approved 501(c)(3) nonprofit housing organization. They provide comprehensive counseling to minority families and help small businesses and non-traditional borrowers access loans and financing options. NAAC is committed to supporting lending solutions for underserved communities and has a non-discrimination policy in place. To qualify for a loan, individuals must reside in an eligible state and meet underwriting requirements. Rates and terms are subject to change without prior notice. NAAC is licensed in California under California Finance Lender Law License #60DBO-93986.
Jay Epstein - State Farm Insurance Agent
Jay Epstein - State Farm Insurance Agent is a reputable insurance agency located at 704 East Perkins Street in Ukiah, California. Conveniently situated next door to Starbucks Coffee on the East side of Highway 101 at the Perkins Street Exit, this agency is easily accessible for all your insurance needs. Specializing in motorcycle insurance coverage, Jay Epstein and his team are committed to ensuring that your coverage suits your biking lifestyle, whether you are a seasoned rider or a casual biker. With over a decade of experience serving the Ukiah community, Jay is dedicated to providing top-notch Insurance and Financial Services.
Dale Lane - State Farm Insurance Agent
Dale Lane - State Farm Insurance Agent is a trusted insurance agency located at 277 West Tefft Street, Nipomo, California. As a State Farm agent, I have a deep appreciation for the good neighbor spirit and strive to make a positive impact on our communities. Serving people across San Luis Obispo/Santa Barbara counties, my agency offers insurance and financial services in both English and Spanish. Our friendly team is dedicated to building real relationships with our customers and providing them with the right coverage for their needs. Whether you need auto, home, property, business, health, or life insurance, we are here to help you find a Personal Price Plan that fits your requirements. Additionally, we offer financial services to help you secure your future. With over a decade of insurance experience, we prioritize professional and caring customer service to ensure that you and your family are protected. Our team members, including licensed agents Rachelle Ediger and Ariana Garibay, are committed to assisting you with your insurance needs.
Wendy Phillips - State Farm Insurance Agent
Wendy Phillips - State Farm Insurance Agent is a reputable insurance agency located at 3636 Camino Del Rio North, San Diego, California. With over 25 years of experience with State Farm, Wendy Phillips holds a Bachelor of Science degree in Insurance from the University of Minnesota. She offers a variety of insurance options including Auto, Home, Renters, Business, and Life Insurance. Wendy also has Claim Management Experience and holds insurance designations such as CPCU and CLU. If you are new to San Diego and looking to transfer your State Farm Insurance, Wendy Phillips can assist you with the process. She is also a member of the Silver Scroll Legion of Honor.
Jon Lam - State Farm Insurance Agent
Jon Lam - State Farm Insurance Agent is a reputable insurance agency located at 1913 Bridgeway, Sausalito, California. Situated next door to Fred's Coffee Shop and the 7-11 on Bridgeway, our team of experienced professionals is dedicated to assisting clients with their insurance needs. Due to current market conditions, we are currently operating with a waiting list for new business. However, we encourage you to contact us to discuss your insurance requirements, and we will do our best to help you. Our agency team includes Michele Rodriguez, Jennifer Martinez, Melissa Diaz, and Angel Amarillo, who collectively bring over 100 years of experience in the industry. We prioritize the well-being of our established base of insureds in California during these challenging times. If you are using a screen reader and encounter difficulties with our website, please call (415) 331-1002 for assistance.
South San Diego SBDC
South San Diego SBDC is a finance institution located at 880 National City Boulevard in National City, California. As a Small Business Development Center, they provide expert guidance and resources to help local businesses thrive and succeed. Whether you are looking to start a new business or grow an existing one, South San Diego SBDC offers a wide range of services including business planning, financial management, and access to funding opportunities. Their team of experienced advisors is dedicated to supporting the economic growth and prosperity of the South San Diego community.
Jane Lee - State Farm Insurance Agent
Jane Lee - State Farm Insurance Agent is an insurance agency located at 30 Corporate Park in Irvine, California. Since opening in 2009, Jane Lee's dedication to helping customers reach their goals has earned State Farm recognition, including Ambassador Club status. Jane and her licensed, professional team work with individuals, families, and business owners to develop personalized insurance plans. Services offered include Car/Auto insurance, Motorcycle insurance, Homeowners insurance, Renters insurance, Condo insurance, Life insurance, Commercial/Business insurance, Workers Compensation, EPLI Employer Practice Liability, E&O Errors & Omissions, Professional Liability, Bond, Pet Insurance, and more. The team at Jane Lee - State Farm speaks English, Korean, Mandarin, Cantonese, Chinese, and Farsi.
Fisher Investments
Fisher Investments, located at 13100 Skyline Boulevard in Woodside, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works closely with clients to create personalized investment portfolios tailored to help achieve their financial goals. As one of the nation's largest investment advisers serving small and mid-sized businesses, we also cater to a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Our seasoned team of investing professionals offers valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Please note that investing in securities involves risks, including the risk of loss, and past performance is not indicative of future returns. For more information and resources on popular investment topics, visit Fisher Investments online.
Fisher Investments
Fisher Investments, located at 1450 Fashion Island Boulevard in San Mateo, California, is a leading finance institution with a focus on providing world-class, client-focused service. With a team of experienced professionals, Fisher Investments works closely with clients to create tailored investment portfolios to help them reach their financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, Fisher Investments also serves a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Their seasoned team of investing professionals provides valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. While investing in securities carries a risk of loss, Fisher Investments aims to help clients make informed decisions to maximize potential returns.
Fisher Investments
Fisher Investments, located at 20 Pacifica in Irvine, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works with you to create a personalized investment portfolio to help you reach your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we offer valuable insights and resources on popular market topics. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our Irvine office for personalized wealth management services and see how your company's 401(k) compares to industry peers. Please note that investing in securities carries a risk of loss, and past performance is not indicative of future returns. Keep up with the constantly changing market landscape with our expert articles and resources.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
Economic Group Pension Services (EGPS)
Economic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.
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