Business legal advisor in San Diego, California
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State Farm Insurance, Auto, Home, Life, Business, Bank
● ClosedState Farm Insurance, Auto, Home, Life, Business, Bank is an insurance agency located at 5106 Federal Boulevard in San Diego, California, United States. They offer a wide range of insurance products including auto, home, life, and business insurance, as well as banking services. The institution provides helpful tips on avoiding drunk driving, choosing the right car features, and managing finances for starting a business. They also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is committed to protecting your personal information and offers assistance for customers using screen readers. They remind customers to consult a tax or legal advisor for personalized advice. Please note that State Farm VP Management Corp. is a separate entity from the banking and insurance products offered by State Farm entities.
5106 Federal Blvd UNIT 105, San Diego, CA 92105, United States -
Tailored Legal
● ClosedTailored Legal is a trusted law firm located at 334 Via Vera Cruz in San Marcos, California. Specializing in Business Transactions, Estate Planning, and Asset Protection, our experienced attorneys work closely with clients to structure their businesses, create estate plans, and develop asset protection strategies. We understand that the details of your personal and business life are like pieces to a puzzle, and we help you organize them to focus on what matters most to you. Our team of attorneys is dedicated to simplifying complex legal matters, whether it's forming an LLC, drafting contracts, or creating a comprehensive estate plan. We work collaboratively with other professional advisors to ensure that all aspects of your financial and legal life are well-managed.
334 Via Vera Cruz #253, San Marcos, CA 92078, 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 Miguel A. Ortega
● OpenMerrill Lynch Financial Advisor Miguel A. Ortega is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. Miguel Ortega has been in the financial services industry since 2005 and joined Merrill in 2008. He focuses on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. With a bachelor's degree in Finance from San Diego State University, Miguel is committed to building and maintaining strong client relationships based on trust and personalized service. He and his wife, Andrea, are active in the community, supporting various organizations. Through Merrill Personal Wealth Analysis™, Miguel can help clients build and document personalized financial plans centered on their goals. Supported by the global resources of Merrill, Miguel's team is dedicated to helping clients achieve their financial goals through personalized strategies. He believes in educating clients about investing and providing transparency on potential risks and opportunities. By understanding clients' goals and priorities, Miguel can create a financial approach tailored to their needs and help them navigate life's changes and market fluctuations. As a Merrill Lynch Wealth Management Advisor, Miguel is committed to helping clients achieve their financial goals and stay on track, regardless of market conditions. With access to investment insights and comprehensive financial solutions, Miguel and his team can design customized investment approaches to address clients' needs and pursue their goals. Miguel is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Miguel Ortega and his team at Merrill Lynch are dedicated to helping clients live their best financial lives and achieve their goals through personalized financial strategies.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Bank of America Private Client Advisor Kevin D Hilderman
● OpenBank of America Private Client Advisor Kevin D Hilderman is a Managing Director, Private Client Advisor, and Institutional Client Advisor at Bank of America Private Bank in San Diego, California. With a focus on ultra-high-net-worth clients, Kevin provides personalized wealth management strategies by collaborating with professionals across Bank of America and its affiliates. He brings over a decade of experience in the financial industry, holding the CERTIFIED FINANCIAL PLANNER™ certification and a Bachelor of Arts in economics and sociology. The team at Bank of America Private Bank is dedicated to building strong client relationships based on trust and personal experience, offering tailored financial solutions to meet the needs and goals of individuals, families, businesses, and institutions. With a commitment to innovation and a long history of serving clients' best interests, Bank of America Private Bank strives to provide disciplined financial strategies to help clients navigate the complexities of the financial landscape. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their own advisors before making financial decisions.
12830 El Camino Real, San Diego, CA 92130, United States -
Bank of America Private Client Advisor Lisa M Behun
● OpenBank of America Private Client Advisor Lisa M Behun is located at 12830 El Camino Real in San Diego, California. Lisa Behun, a Senior Vice President and Private Client Advisor, has over a decade of experience in private finance and is dedicated to identifying your needs and providing guidance to support your overall wealth management strategy. With a background in finance and serving on the board of the San Diego Symphony, Lisa is committed to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is comprised of talented individuals who listen and learn about you and your family before creating strategies to meet your needs and goals. With a history of over 200 years, Bank of America Private Bank offers personalized financial solutions to help individuals, families, businesses, and institutions achieve their financial objectives. Please note that you are now leaving Bank of America Private Bank's website and being directed to FINRA’S BrokerCheck. Investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
12830 El Camino Real Suite 300, San Diego, CA 92130, United States -
Bank of America Private Client Advisor Barry W Shillito
● OpenBank of America Private Client Advisor Barry W Shillito, located at 701 B Street in San Diego, California, is a finance institution specializing in working with high- and ultra-high-net-worth individuals and their families. Barry Shillito, a Senior Vice President and Private Client Advisor, leads a team of specialists who offer customized wealth management services including investment management, estate planning, and credit solutions. With a background in lending and business ownership, Barry brings valuable insights to his clients' wealth management concerns. The institution focuses on building long-term relationships based on trust and personalized strategies to help clients achieve their financial goals. Bank of America Private Bank has a history of over 200 years in helping clients manage significant wealth, utilizing a personalized approach and resources from Bank of America. The institution values innovation and aims to help clients navigate evolving markets and financial landscapes. Please note that by visiting the institution's website, you may be directed to FINRA’S BrokerCheck, as the website is not owned by Bank of America or its affiliates. The institution strives to provide clients with useful information about products and services, while also respecting privacy and offering options to opt out of online behavioral advertising. It is important to note that investing involves risk, and individuals should consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with all products or services.
701 B St, San Diego, CA 92101, United States -
Bank of America Private Client Advisor Dirk Harris
● OpenBank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
701 B St, San Diego, CA 92101, United States -
Bank of America Private Client Advisor Shirin Poustchi
● OpenBank of America Private Client Advisor Shirin Poustchi, located at 12830 El Camino Real in San Diego, California, is a finance institution led by Senior Vice President Shirin Poustchi. Shirin and her team specialize in wealth management for high and ultra-high-net-worth clients, offering customized strategies for investment management, trust and estate planning, private banking, and structured credit solutions. With a collaborative approach, they prioritize understanding each client's unique financial needs to help them achieve their financial and legacy goals. Shirin, who is fluent in Farsi and English, has a background in business banking and is dedicated to building lasting relationships with her clients. The team at Bank of America Private Bank is committed to providing personalized financial strategies and innovative solutions to help clients navigate the complexities of managing significant wealth. Please note that the website may redirect you to FINRA’S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.
12830 El Camino Real, San Diego, CA 92130, United States -
San Diego Tax Center
● ClosedSan Diego Tax Center is a top-notch institution located at 12636 High Bluff Drive in San Diego, California. Specializing in accounting and finance, they provide high-quality comprehensive accounting and tax services to help individuals and businesses maximize their refunds and savings. With IRS representation and expert tax planning, the team at San Diego Tax Center is dedicated to ensuring that clients are taking advantage of all legal deductions available to them. Testimonials from satisfied clients highlight the professionalism and expertise of Donny B Daniel, who has helped many individuals navigate the complexities of tax laws and maximize their returns. Whether you are in need of assistance with individual tax filings or corporate returns, San Diego Tax Center is the go-to institution for all your accounting and finance needs. Contact them today to schedule a consultation and start maximizing your refunds.
12636 High Bluff Dr #400, San Diego, CA 92130, United States -
Kory Robertson - State Farm Insurance Agent
● ClosedKory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.
5915 Calle Real D, Goleta, CA 93117, United States -
Kevin Beach - State Farm Insurance Agent
● ClosedKevin 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 -
Wendy Phillips - State Farm Insurance Agent
● ClosedWendy 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.
3636 Camino Del Rio N #230, San Diego, CA 92108, United States -
Frederick Hetter - State Farm Insurance Agent
● ClosedFrederick Hetter - State Farm Insurance Agent is an insurance agency located at 265 E Street in Chula Vista, California. As March approaches, it is the perfect time to ensure you have the right auto insurance coverage before heading out on spring break. The agency is dedicated to making the process of insuring your car easy and understandable for all customers. The agent, a native of San Diego, lives in the area with his family and enjoys outdoor activities such as hiking on the trails in San Diego County. With a background in college-level volleyball and a degree from the University of Phoenix, he has gained knowledge and experience in the insurance field since becoming a State Farm agent in 2002. The agency offers a range of insurance options including auto, homeowners, renters, business, and life insurance, with a team that is fluent in both English and Spanish.
265 E St STE B, Chula Vista, CA 91910, United States -
US MEX International Services Inc
● OpenWelcome to USMEX Legal Business Services, a leader in the world of company formation and business services; accounting; business and professional visas. We are a team of professionals in various areas of US Immigration Law, as well as Mexican Law. We are dedicated to serving the Latino market in company formation services. An LLC is a limited liability legal entity. A Small Corporation is a small company with a corporate structure. A Corporation is a legal entity with limited liability. Our team of highly trained and dedicated experts work tirelessly to provide personalized advice tailored to the unique needs of each client. Whether you are looking to start your own business from scratch, need to optimize your accounting for efficient financial management, or want to obtain a business or professional visa to access new markets, we are here to guide you every step of the way. Our company strives to provide comprehensive solutions that drive the growth and success of our clients in the business and professional realm. The main difference is the legal and tax structure. An LLC (Limited Liability Company) offers limited liability but has fewer legal formalities and more tax flexibility. A Corporation also offers limited liability but has more legal formalities and options for raising capital through issuing shares. When opening a company in the United States, there are several visa options you may consider, depending on your role in the company and other factors. Some of the most common visas include: It is important to note that each type of visa has specific requirements and processes, and the success of the application will depend on meeting the appropriate criteria. I would recommend consulting with an immigration lawyer specializing in business visas to get personalized advice based on your particular situation. This ensures that you and other shareholders are not personally liable for the debts and obligations of the company.
4455 Murphy Canyon Rd, San Diego, CA 92123, United States -
Sara Freund - State Farm Insurance Agent
● ClosedSara Freund - State Farm Insurance Agent is a reputable insurance agency located at 243 North Highway 101 in Solana Beach, California. Conveniently situated behind Tidewater Tavern in The Boardwalk, our office is easily accessible from N HWY 101 or N Acacia Ave. Our mission is to inspire individuals to make informed decisions about their future, offering remarkable service and support for families in Solana Beach and San Diego. We provide a range of insurance options including Homeowners Insurance, Renters Insurance, Auto Insurance, Life Insurance, and Business Insurance. If you are looking to combat rising auto repair costs, we also offer tips on DIY auto maintenance that can help save you money. Additionally, we provide information on pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company.
243 N Hwy 101 Ste 22, Solana Beach, CA 92075, United States -
Joe Santos - State Farm Insurance Agent
● ClosedJoe Santos - State Farm Insurance Agent is an insurance agency located at 9845 Erma Road, San Diego, California, United States. Our mission is to serve the community by offering personal and business insurance products tailored to individual needs. We provide a money market savings account with checking benefits and higher interest rates. We also offer tips for safe rural road driving and information on lead-based paint in older homes. For your protection, please avoid sharing sensitive personal information on our website. If you have difficulty accessing our site, please call (858) 653-5240. We distribute securities through State Farm VP Management Corp. and offer life insurance and annuities through State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. We also provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not responsible for third-party content or products. Please consult a tax or legal advisor for personalized advice.
9845 Erma Rd #209, San Diego, CA 92131, United States -
Claudia Alarcon - State Farm Insurance Agent
● ClosedWelcome 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 -
Charles Paglialunga, Attorney At Law
● ClosedCharles Paglialunga, Attorney At Law is a reputable law firm located at 11622 El Camino Real in San Diego, California. Specializing in various legal matters, Mr. Paglialunga provides expert legal representation and guidance to his clients. With a focus on personal injury, criminal defense, and family law cases, he is dedicated to achieving the best possible outcomes for those he represents. With years of experience and a commitment to excellence, Charles Paglialunga, Attorney At Law is a trusted advocate for individuals in need of legal assistance in the San Diego area.
11622 El Camino Real Suite 100, San Diego, CA 92130, United States -
Kersey Law
● ClosedKersey Law is a reputable institution located at 427 C Street in San Diego, California. As a team of experienced and professional defense attorneys, we specialize in representing clients facing serious criminal charges. With a track record of successful outcomes in court, we are dedicated to providing aggressive and compassionate legal representation to individuals in need of criminal defense. Our full-service firm includes a team of lawyers, administrative staff, and in-house investigators to address all your legal needs. Whether you are facing charges for domestic violence, drug crimes, or other serious offenses, our attorneys are committed to protecting your rights and freedom.
427 C St Suite 313, San Diego, CA 92101, United States -
Hurley Law Office
● OpenLocated at 9747 Businesspark Avenue in San Diego, California, the Hurley Law Office is a trusted institution specializing in providing strategic legal advice with a focus on business knowledge. Led by attorney William J. Hurley, the firm offers optimal representation while effectively managing costs for clients. With a commitment to understanding each client's unique culture and goals, the Hurley Law Office is dedicated to providing high value as a trusted advisor in a wide range of legal and business matters.
Business Park, 9747 Businesspark Ave #204, San Diego, CA 92131, United States -
Law Office of Denise E. Oxley Esq.
● ClosedThe Law Office of Denise E. Oxley Esq. is a reputable legal institution located at 16935 West Bernardo Drive in San Diego, California. Specializing in various areas of law, Denise E. Oxley Esq. provides expert legal counsel and representation to clients in need. With a commitment to excellence and a dedication to achieving favorable outcomes for clients, the Law Office of Denise E. Oxley Esq. is a trusted resource for individuals seeking legal assistance in the San Diego area.
16935 W Bernardo Dr #122, San Diego, CA 92127, United States -
Steve Cha Law Office
● ClosedSteve Cha Law Office is a premier legal institution located at 8340 Clairemont Mesa Boulevard in San Diego, California. Specializing in various visa services such as Non-Immigrant Visas (H1B, L1, E1, E2) and Immigrant Visas for family petitions and skilled/non-skilled workers, this institution also offers business formation services, lease agreements, business agreements, and ADA compliance services. As the founding attorney of the Law and Accounting office of Steve Cha, he brings valuable insights in operation and management related legal and accounting services. With a track record of providing creative and high-quality legal solutions for clients, Steve Cha has served on the board of directors for various private and public organizations and has been an advisor to members of KOTRA.
8340 Clairemont Mesa Blvd STE 107, San Diego, CA 92111, United States -
The Law Offices of David R. Schneider, APC
● ClosedThe Law Offices of David R. Schneider, APC, located in Thousand Oaks, California, is a client-oriented law firm dedicated to providing personal service to individuals facing estate planning and probate needs. With over two decades of experience, attorney David R. Schneider offers personalized solutions to fit each family's unique situation. The practice also assists families with probate and conservatorship needs, guiding them through the legal process with efficiency and care. Whether it's setting up living trusts, wills, powers of attorney, or advanced healthcare directives, David Schneider ensures that each client receives the best service possible. By working directly with clients to establish the best plan to fit their family needs, the firm aims to prevent the expensive and lengthy probate proceedings that can occur without proper planning.
325 E Hillcrest Dr # 195, Thousand Oaks, CA 91360, United States -
The Lunsford Law Firm
● ClosedThe Lunsford Law Firm, located at 408 Nutmeg Street in San Diego, California, has been serving businesses in the state since 2001. Our skilled litigators specialize in helping California companies successfully resolve disputes with efficiency. From formation strategies to compliance issues and dispute resolution, we provide personalized solutions tailored to each client's unique needs. Our accomplished legal advisors in San Diego offer personalized attention and seasoned advice for your business. As a knowledgeable California business lawyer, we assist clients with a wide range of legal matters, including construction law, contract disputes, and business litigation.
408 Nutmeg St, San Diego, CA 92103, United States -
Karvelis, APC
● OpenKarvelis, APC is a business and real estate law practice based in San Diego, California, with a presence throughout California and Montana. Led by Peter N. Karvelis, the firm specializes in providing legal representation to entrepreneurs, family offices, and businesses in a wide range of industries. With over 20 years of experience, Peter serves as a trusted advisor and advocate for his clients, helping them navigate legal challenges and achieve their business objectives. The firm offers personalized service at reasonable rates, focusing on building long-term relationships with clients. In addition to business and real estate law, Karvelis APC also advises clients on matters related to hospitality law, including restaurant and bar law, alcohol law, and event production. From mergers and acquisitions to real estate transactions, the firm assists clients at every stage of their business lifecycle. Peter is a licensed attorney in California and Montana, as well as a licensed real estate broker, bringing a unique perspective to his practice. Outside of work, Peter is an avid endurance athlete and enjoys spending time outdoors with his family. Contact Karvelis, APC for expert legal guidance and strategic advice tailored to your specific needs.
2488 Historic Decatur Rd #220, San Diego, CA 92106, United States -
Law Office of Felipe Hueso
● ClosedWelcome to the Law Office of Felipe Hueso, located at 2496 E Street in San Diego, California, United States. With over 30 years of experience, our office is dedicated to advocating for the rights of injured workers since 1990. Conveniently located in both San Diego and Calexico, we are here to provide you with expert legal representation. Contact us today for a consultation at (619) 231-5717 or (760) 768-9633. Thank you for your interest in the Law Office of Felipe Hueso, APLC.
2496 E St, San Diego, CA 92102, United States -
Marshall Law Firm
● OpenMarshall Law Firm is a prestigious legal institution located at 3180 University Avenue in the vibrant city of San Diego, California. Our team of experienced attorneys is dedicated to providing top-notch legal services to clients in need of representation. We specialize in various areas of law, including personal injury, criminal defense, family law, and more. With a commitment to excellence and a track record of success, Marshall Law Firm is the trusted choice for individuals seeking skilled and compassionate legal representation. Contact us today to schedule a consultation and learn how we can help you with your legal needs.
3180 University Ave, San Diego, CA 92104, United States -
Vanst Law LLP
● ClosedVanst Law LLP is a reputable law firm located at 8880 Rio San Diego Drive in San Diego, California. Our dedicated team of experienced attorneys provides a wide range of legal services to clients in the United States. With a focus on professionalism, integrity, and client satisfaction, we strive to deliver high-quality legal representation in various practice areas. Whether you need assistance with corporate law, real estate transactions, estate planning, or any other legal matter, Vanst Law LLP is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
8880 Rio San Diego Dr # 800, San Diego, CA 92108, United States -
Kilpatrick Townsend & Stockton LLP
● ClosedKilpatrick Townsend & Stockton LLP is a leading law firm located at 12255 El Camino Real in San Diego, California, United States. They are known for being counsel to industries that are shaping the future and for their expertise in cutting-edge industries and ground-breaking businesses. Their team of lawyers are dedicated to providing innovative solutions and pioneering ideas for their clients. With a focus on the ideas that are changing the world, Kilpatrick Townsend & Stockton LLP is at the forefront of legal services for forward-thinking companies.
12255 El Camino Real # 250, San Diego, CA 92130, United States
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