Business planning consulting in National City, CA
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Ramos Law Firm
● ClosedRamos Law Firm, located at 2424 Hoover Avenue in National City, California, has been assisting clients since 2009. With over 5,000 clients helped in overcoming financial hardships, our team specializes in debt relief services under Federal Bankruptcy Law. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorneys can guide you through the process to find a fresh financial start. Chapter 7 bankruptcy, also known as 'liquidation bankruptcy,' offers a discharge of qualifying debts to help you regain financial stability. Chapter 13 bankruptcy provides a structured repayment plan to manage and reduce debt. Our legal support can help you towards a more stable financial future.
2424 Hoover Ave # G, National City, CA 91950, United States -
Sano & Associates, P.C.
● ClosedSano & Associates, P.C. is a reputable law firm located at 2173 Salk Avenue in Carlsbad, California. Specializing in business entity formation, compliance, and succession planning for small, family-owned businesses, our experienced team is dedicated to providing top-notch legal services to our clients. We are open Monday through Friday from 9 a.m. to 5 p.m. (excluding national holidays) at our convenient location in Suite 250. Like us on Facebook and receive an extra 30 minutes of consultation at no additional cost (terms and conditions apply). Contact Sano & Associates, P.C. for all your legal needs today.
2173 Salk Ave, Carlsbad, CA 92008, United States -
The Castillo Law Office
● OpenThe Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
1939 Harrison St #710, Oakland, CA 94612, United States -
ROWE | MULLEN
● ClosedROWE | MULLEN is a distinguished law firm located at 3636 Nobel Drive in San Diego, California. With a focus on personalized and cost-effective legal services, our team of experienced lawyers is dedicated to serving each client's unique needs. We offer free initial consultations to help guide you through complex legal issues and connect you with the right resources if we are unable to assist. Having practiced law in San Diego and Southern California for many years, we have successfully resolved a wide range of legal problems and disputes for both national companies and individual clients. Our areas of expertise include Business and Corporate Law, Civil Litigation, Real Estate, Estate Planning, and Labor and Employment matters.
3636 Nobel Dr # 215, San Diego, CA 92122, United States -
Boutwell Fay LLP
● ClosedBoutwell Fay LLP is a nationally recognized ERISA law firm located at 19712 Macarthur Boulevard in Irvine, California. For over 30 years, our founding partners have been dedicated to helping businesses navigate the complexities of the law in a clear and understandable manner. We have a strong commitment to learning, sharing, and providing exceptional care for our clients. Our expertise includes areas such as the impact of the DOL Final Rule on retirement plan participation and healthcare coverage, as well as California's new non-compete laws and their effect on benefit plans. Sherrie Boutwell, one of our partners, will be speaking at WP&BC Sacramento's 2024 Annual Legislative & Regulatory Update.
19712 MacArthur Blvd #222, Irvine, CA 92612, United States -
Armando Montejano - State Farm Insurance Agent
● ClosedArmando Montejano - State Farm Insurance Agent is an insurance agency located at 111 West Center Street in Pomona, California. We offer a variety of insurance services including Property & Casualty Insurance, Car Insurance, Commercial Auto Insurance, Fire Insurance, Small Business Insurance, Life Insurance, Health Insurance, and Financial Services. Our office also provides specialized insurance options for small business owners such as EPLI, Cyberspace Liability, Professional Liability, and more. Our agency has been serving the cities of Pomona, Chino, Claremont, Chino Hills, Ontario, LaVerne, Montclair, San Dimas, and the entire Inland Empire since 2012. We have a strong presence in the local community and are dedicated to providing personalized insurance solutions to meet the needs of individuals, families, and businesses.
111 W Center St, Pomona, CA 91768, United States -
John Keen - State Farm Insurance Agent
● ClosedJohn Keen - State Farm Insurance Agent is located at 2627 South Waterman Avenue, San Bernardino, California, United States. As an insurance agency, John Keen has been serving the San Bernardino area for 46 years. Whether you are in need of auto insurance, life insurance, health insurance, or retirement planning, John and his team are here to guide and advise you. With a combined 65 years of experience, the team is knowledgeable and professional, ready to assist with your insurance needs. They also speak Spanish for your convenience. John Keen, a grandfather and Navy veteran, became a State Farm agent in 1976 to have his own business and help people. His team is dedicated to helping customers identify their risks and secure the right coverage. They offer tips on budgeting, home security, auto maintenance, and more on their website.
2627 S Waterman Ave ste a, San Bernardino, CA 92408, United States -
Adam Tafoya - State Farm Insurance Agent
● ClosedAdam Tafoya - State Farm Insurance Agent is an insurance agency located at 43020 Black Deer Loop, Temecula, California, United States. At this institution, we provide tips to help you avoid the dangers of drinking and driving, as well as ways to go green at home and reduce waste. We also offer parking tips to help you avoid door dings. Please do not include sensitive personal information when contacting us. For assistance with our website, please call (951) 694-0639. Life insurance and annuities are issued by State Farm Life Insurance Company, and 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 committed to helping you protect what matters most.
43020 Black Deer Loop STE 106, Temecula, CA 92590, United States -
Cognitive Therapy Institute, APC
● ClosedThe Cognitive Therapy Institute, located in San Diego, California, is dedicated to providing high-quality Cognitive-Behavioral Therapy (CBT) for a variety of mental health conditions. Our therapists are trained in evidence-based treatment plans for depression, anxiety disorders, PTSD, OCD, and more. We offer individual and couples therapy, as well as online sessions throughout California. Our therapists receive regular consultation from Dr. Shenk, a certified expert in CBT. Additionally, we integrate mindfulness, acceptance and commitment therapy, exposure therapy, and assertiveness training into our treatment approach. We strive to create a supportive and flexible environment to help you reach your goals and improve your mental health. CTI also offers training and consultations for mental health professionals, group therapy programs, and consultation services for businesses and organizations. We are proud to be the San Diego Regional Clinic of the National Social Anxiety Center, offering cutting-edge treatment for social anxiety. Our goal is to help you overcome anxiety, depression, and other obstacles to live a fulfilling and enjoyable life. Visit us at 3262 Holiday Court, Suite 220, La Jolla, CA 92037.
3262 Holiday Ct # 220, La Jolla, CA 92037, United States -
Jake Cesare - State Farm Insurance Agent
● ClosedJake Cesare - State Farm Insurance Agent is an insurance agency located at 227 North El Camino Real, Encinitas, California, United States. Situated just north of Jiffy Lube and south of Mountain Vista Drive, directly across the street from Pep Boys, this institution offers a range of insurance services to meet your needs. Whether you're looking for life insurance, annuities, or pet insurance, our team at Jake Cesare - State Farm Insurance Agent is dedicated to providing remarkable service and finding solutions for all your insurance and financial requirements. We understand the importance of planning and working towards your business goals, and we are passionate about helping you protect yourself and your assets.
227 N El Camino Real Ste 206, Encinitas, CA 92024, United States -
Allstate Life Insurance Specialist: Julio Rubio
● ClosedAllstate Life Insurance Specialist Julio Rubio is a trusted insurance agency located at 3030 Plaza Bonita Road in National City, California. Julio Rubio is dedicated to helping individuals and families protect their financial future with comprehensive life insurance coverage. With years of experience and a commitment to personalized service, clients can trust Julio Rubio to provide expert guidance and tailored insurance solutions. Contact Julio Rubio today to secure peace of mind for you and your loved ones.
3030 Plaza Bonita Rd Ste 1058, National City, CA 91950, United States -
Lori McCarter Curry - State Farm Insurance Agent
● ClosedLori McCarter Curry - State Farm Insurance Agent is a trusted insurance agency located at 451 Park Fair Drive, Sacramento, California. With over 38 years of experience, Lori is dedicated to helping individuals and families in the Sacramento area find the right insurance coverage for their needs, whether it be Auto, Earthquake, Flood, or Life Insurance. As a proud graduate of the University of California, Davis, Lori has a deep connection to the community and is actively involved in giving back through local nonprofit organizations. To get a personalized price plan quote, you can contact Lori via phone, text, online inquiry, or by visiting the office. Whether you are a long-time resident of California or new to the area, Lori is here to assist you with all your insurance needs. Additionally, she provides valuable resources such as tips on teaching teens to drive safely and a skills checklist to determine if your teen is ready to drive independently.
451 Park Fair Dr #2, Sacramento, CA 95864, United States -
Bill Herrera - State Farm Insurance Agent
● ClosedBill Herrera - State Farm Insurance Agent is located at 502 Central Avenue in Fillmore, California. As an insurance agency, we are dedicated to helping our clients make informed decisions about their insurance coverage to protect themselves and their families. Our claim to fame includes holding the world record for receiving anti-venom after being bitten by a rattlesnake, receiving 112 vials at a cost of over $500,000. We provide valuable information on rural road driving safety, understanding credit scores, tax deductions, and health insurance. Our mission is to ensure that our policyholders get the most value for their insurance dollars by having a simple conversation about what matters most to them. For assistance with our website, please call (805) 524-0103. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm banking and insurance products. Please consult a tax or legal advisor for personalized advice.
502 Central Ave, Fillmore, CA 93015, United States -
Colonial Life
● ClosedColonial Life, located at 3737 Birch Street in Newport Beach, California, is a leading employee benefits broker and consultant known for providing vision, guidance, and protection to clients. With a focus on helping businesses navigate the complexities of employee benefits, Colonial Life offers unique cost-containment solutions that have saved clients time and money. With over 30 qualified consultants and 60 years of combined industry experience, Colonial Life serves a national client base across various industries. Their partnership with Employee Navigator aims to streamline processes and reduce costs for clients. Please note that the information and services provided by Colonial Life may contain inaccuracies or errors, and it is recommended to consult a professional for personalized advice tailored to your specific situation.
3737 Birch St #210, Newport Beach, CA 92660, United States -
Specialty Services - Mountain View/ Castro Commons
● OpenSpecialty Services – Mountain View/ Castro Commons is a health institution located at 1174 Castro Street in Mountain View, California. Specializing in Child and Adolescent Mental Health, the team at Stanford Medicine Children’s Health is dedicated to providing support and treatment for individuals and families facing mental health issues. Urgent or life-threatening situations should be directed to 911 or the pediatric emergency department, while immediate crisis intervention is available through the Crisis Text Line or National Suicide Prevention Lifeline. The clinic is conveniently located near major highways, making it easily accessible for patients. Patient and visitor parking instructions can be downloaded for added convenience. Whether you are seeking mental health services for yourself or a loved one, Specialty Services – Mountain View/ Castro Commons is here to help address and treat common medical concerns related to mental illness.
1174 Castro St Ste 250, Mountain View, CA 94040, United States -
Teisha Mechetti
● ClosedTeisha Mechetti is a finance institution located at 512 I Street in Eureka, California, United States. Specializing in business management, strategy, design, and development, Teisha Mechetti offers industry regulatory compliance services at the local, state, and federal levels. As a business resource center serving local, national, and international businesses, Teisha Mechetti provides comprehensive business advisement, consultation, and support. The institution's physical location is equipped with workshop space for training and private conferences.
512 I St, Eureka, CA 95501, United States -
Wipfli
● ClosedWipfli is a top 20 national firm located at 125 East Mill Street in Ukiah, California, specializing in accounting and finance services. With a diverse range of resources and expertise, Wipfli offers assurance, accounting, tax, and consulting services tailored to meet the unique needs of each client. The Ukiah office serves as a hub for healthcare organizations, including health centers, community clinics, and federally qualified health centers, providing services such as financial reporting, budgeting, tax preparation, and more. Our mission is to make a positive impact on the business performance of healthcare organizations by offering innovative solutions to complex healthcare issues. Trust Wipfli to help you overcome challenges, achieve your goals, and plan for future success.
125 E Mill St, Ukiah, CA 95482, United States -
Babylon Wealth Management
● ClosedBabylon Wealth Management is a finance institution located at 100 Pine Street in San Francisco, California, United States. Specializing in serving busy professionals and families in the San Francisco Bay Area and nationally, we offer personalized, objective, and fiduciary financial advice to help you make smart financial decisions. Our focus is on strategic planning, wealth preservation, and tax efficiency to help you grow and protect your wealth. As a fee-only financial advisor, we are committed to providing you with trustworthy investment advice aligned with your long-term goals and lifestyle. Whether you need help with retirement planning, investment management, tax optimization, estate planning, or risk management, our experienced team is here to guide you every step of the way. Visit us at our San Francisco Bay Area locations and let us help you achieve your financial goals and personal milestones with expert advice and personalized financial planning.
100 Pine St #1250, San Francisco, CA 94111, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
2010 Crow Canyon Pl #210, San Ramon, CA 94583, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedOom 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.
2033 N Main St Ste 363, Walnut Creek, CA 94596, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.
11601 Wilshire Blvd #1600, Los Angeles, CA 90025, United States -
My Corporate Agent Inc
● OpenMy Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
626 Cherry Ave, Long Beach, CA 90802, United States -
Uptown Advisors
● ClosedUptown Advisors is a reputable accounting and finance institution located at 7028 Greenleaf Avenue, Whittier, California, United States. Specializing in small business taxes, our firm is dedicated to understanding the unique needs of small businesses. Let us take the burden off your shoulders by managing your books, planning for taxes, and identifying tax-saving opportunities. We also offer comprehensive business services, including payroll management and HR support, with a personal touch that sets us apart from big national companies. When it comes to choosing the right business entity, such as LLC, Corp, or S-Corp, don't rely on online services - consult with our experts to determine the best option for your specific tax situation. Trust Uptown Advisors to provide the expertise and support you need to succeed in your business endeavors.
7028 Greenleaf Ave suite l, Whittier, CA 90602, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
610 Newport Center Dr #280, Newport Beach, CA 92660, United States -
Economic Group Pension Services (EGPS)
● ClosedEconomic Group Pension Services (EGPS) is a finance institution located at 23382 Mill Creek Drive in Laguna Hills, 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, and converted prospects can help you achieve your goals. We offer tailored retirement plan designs to maximize savings, tax benefits, and unique goals. By filling out a short form, we can provide you with a cost estimate and share our services with you. At EGPS, we handle all the complex administrative work so you can focus on your business. We strive to reduce your responsibilities and risk while keeping your plan in compliance. Our focus is on getting to know our clients, their businesses, and their retirement plan goals. We help business owners and employees save for their dreams while minimizing risk and tax burden. We also serve as dedicated partners to financial advisors, CPAs, and recordkeepers, striving to be their best ally. With a combination of national resources, professionalism, and expertise, we offer personal collaboration to help you reach your unique goals.
23382 Mill Creek Dr Suite 207, Laguna Hills, CA 92653, United States -
UBS International
● ClosedUBS 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.
600 W Broadway # 2800, San Diego, CA 92101, United States -
Economic Group Pension Services (EGPS)
● ClosedEconomic 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.
9685 Via Excelencia #100, San Diego, CA 92126, United States -
CRM Financial Services
● ClosedCRM Financial Services is a leading accounting and finance institution located at 36 North Euclid Avenue in National City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and financial planning to bookkeeping and investment advice, we are dedicated to helping our clients achieve their financial goals. Trust CRM Financial Services for expert guidance and personalized solutions to all your financial needs.
36 N Euclid Ave suite a, National City, CA 91950, United States
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