Community financial institution in Brea, California

Lighthouse Financial Services Inc, located at 3070 Saturn Street in Brea, California, is a finance institution dedicated to helping clients achieve financial freedom. Our team works closely with clients to understand their goals and provide personalized financial solutions. We believe in building long-term relationships with our clients to guide them through various life stages and ensure success. Our holistic approach covers key financial areas, including investment management, tax preparation, and retirement planning. With a focus on individualized service and transparent communication, Lighthouse Financial is committed to putting clients in control of their financial future. Our team's expertise, honesty, and dedication to client success have earned us the trust of many satisfied clients over the years. Whether you're looking for investment advice, tax assistance, or retirement planning, Lighthouse Financial is here to help you navigate your financial journey with confidence and peace of mind.

Merrill Lynch Financial Advisor Eric Yean, located at 145 South State College Boulevard in Brea, California, is a trusted institution specializing in finance. With a focus on managing your wealth and understanding your financial goals, Eric Yean offers personalized wealth management strategies tailored to your needs. Supported by the global resources of Merrill Lynch, Eric and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, Eric Yean embodies the Merrill tradition of giving back. Through Merrill Personal Wealth Analysis™, Eric can help create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Eric gains a deeper understanding of your investing preferences to customize and refine your financial approach.

Merrill Lynch Financial Advisor Barrett P Jackson, located at 145 South State College Boulevard, Brea, California, is a finance institution dedicated to helping clients simplify their lives and achieve their dreams. Their mission is to understand each client's unique needs and financial goals, providing personalized wealth management strategies to help them pursue their aspirations while managing investment risks. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Barrett P Jackson works closely with clients to develop customized financial approaches tailored to their individual needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, the team at Merrill Lynch Financial Advisor Barrett P Jackson gains a deeper understanding of each client's investing preferences and financial goals. They provide ongoing support and tools to help clients track changes in their lives and adjust their financial approach accordingly.

he Merrill Lynch Financial Advisor Cynthia W Wong is located at 145 South State College Boulevard in Brea, California. Cynthia Wong has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2023. With over 30 years of experience in financial services, Cynthia focuses on advising families, executives, professionals, and business owners to make informed decisions about their money and assets. Cynthia provides personalized financial strategies, portfolio development, retirement planning, and estate planning services. She holds various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63, & 65 FINRA registrations. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.

Merrill Lynch Financial Advisor Erin Goodrich, located at 145 South State College Boulevard in Brea, California, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking convenience of Bank of America, Erin Goodrich can help you pursue your financial goals through a customized approach. By participating in the community and volunteering with local organizations, Erin Goodrich embodies the Merrill tradition of serving the community. The institution provides tools such as Merrill Personal Wealth Analysis™ to help you build and document a personalized financial plan centered on your aspirations. Through thoughtful conversations and understanding your investment preferences, Erin Goodrich can help you navigate the complexities of the financial markets and make informed decisions to achieve your goals. With a focus on your changing life and financial needs, Merrill Lynch Wealth Management Advisors work with you to create a customized investment approach that addresses your unique circumstances. Certified by the Certified Financial Planner Board of Standards, Inc., Erin Goodrich is dedicated to helping you live your best financial life and achieve your long-term goals.

Raymond Kinjo, MBA, CFP - Kinjo Insurance & Financial Services is a finance institution located at 675 Placentia Avenue in Brea, California, United States. With over 55 years of experience, the Kinjo Family specializes in serving the Japanese community with wealth transfer and investment planning services. Raymond and Yoshio Kinjo prioritize understanding their clients' needs through thorough questioning and maintain transparency regarding fees and compensation to ensure client alignment. Raymond Kinjo is a licensed insurance agent with New York Life Insurance Company and other unaffiliated insurance companies in California, as well as a Registered Representative offering securities products and services through NYLIFE Securities LLC. He also provides investment advisory services through Eagle Strategies, LLC in various states.

Merrill Lynch Financial Advisor Daniel Tomlinson is a finance institution located at 145 South State College Boulevard in Brea, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Daniel Tomlinson can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Daniel works to help you pursue your financial goals. By participating in the community and volunteering with local organizations, Daniel embodies the Merrill tradition of service. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals. Your financial advisor at Merrill Lynch Wealth Management prioritizes what matters most to you, whether it's family, goals, or priorities that may change over time. By engaging in conversations and understanding your aspirations, Daniel can assist in creating a financial approach that aligns with your values. By utilizing the Investment Personality Assessment and staying informed about changes in your life, Daniel can help you manage, grow, and preserve your wealth. With a focus on understanding you and your financial goals, Daniel aims to design and implement a personalized plan to help manage investment risk and turn your goals into reality. By staying in touch and revisiting your financial approach, Daniel can help you stay on track to achieve what's most important to you. Let Daniel Tomlinson at Merrill Lynch Wealth Management help you create a financial approach that reflects your personality and priorities, and guide you towards achieving your goals.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success, located conveniently at 4201 McGowen Street, Long Beach, California 90808. We proudly serve the Los Angeles Metro, Orange County, San Diego, and San Francisco areas with a wide range of banking solutions tailored to meet your unique needs. Whether you're looking for checking accounts, savings accounts, credit cards, mortgages, auto loans, or personal loans, we offer competitive rates and personalized service to help you reach your financial goals. Our commitment to you includes exclusive offers like 0% APR for 12 months on purchases and balance transfers⁴, along with 5,000 APEX bonus points⁵ on new Platinum Rewards Mastercard accounts. Plus, earn 250 APEX Points monthly¹ and enjoy free cell phone insurance³ when you pay your bill with a Financial Partners debit card.

Danielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.

Welcome to BMO - ATM, your convenient financial partner located at 230 North La Brea Avenue, Inglewood, California 90301. As a trusted local ATM service provider, we are committed to offering easy access to your financial needs. Whether you're withdrawing cash, checking your balance, or managing your accounts, our user-friendly ATM ensures a seamless experience. Open 24/7 for your convenience, BMO - ATM is dedicated to providing secure and reliable financial services to the Inglewood community. Visit us today and experience hassle-free banking at your fingertips.

The Credit Union of Southern California, located at 2500 East Imperial Highway in Brea, California, is a trusted financial institution serving the local community. As a credit union, they offer a wide range of financial services including savings accounts, loans, and investment options. With a focus on providing personalized and friendly service, they strive to help their members achieve their financial goals. Whether you're looking to save for the future or need a loan for a big purchase, the Credit Union of Southern California is here to help.

CFSC The Check Cashing Place Inglewood is a trusted financial institution located at 903 North La Brea Avenue in Inglewood, California. As a leading provider of financial services, they offer check cashing, money orders, bill payment, and other convenient financial solutions to meet the needs of the local community. With friendly and knowledgeable staff, CFSC is committed to providing fast and reliable service to help customers manage their finances with ease. Visit CFSC The Check Cashing Place Inglewood for all your financial needs.

Ministry Partners Investment Company, LLC is a finance institution located at 915 Imperial Highway in Brea, California, United States. As a trusted financial partner, they specialize in providing investment services tailored to the unique needs of ministries and non-profit organizations. With a focus on ethical and responsible investing, Ministry Partners Investment Company, LLC helps clients achieve their financial goals while also making a positive impact in their communities. Their team of experienced professionals are dedicated to providing personalized service and expert guidance to help clients navigate the complexities of the financial market.

Helping Good People is a health institution located at 331 North Berry Street in Brea, California, United States. Our mission is to provide support and assistance to individuals who are in need of medical care, counseling, or other health-related services. Our dedicated team of professionals is committed to helping good people in our community lead healthier and happier lives. Whether you are seeking treatment for a physical ailment, mental health support, or simply looking for guidance on leading a healthier lifestyle, Helping Good People is here to support you every step of the way.

FDC Management is a reputable institution located at 655 North Brea Boulevard in Brea, California, United States. They are known for their expertise in providing top-notch management services to a wide range of clients. With a team of experienced professionals, FDC Management is dedicated to helping businesses and organizations achieve their goals through effective management strategies. Whether it's financial management, project management, or general business management, FDC Management has the knowledge and skills to help their clients succeed. Visit them today to learn more about their services and how they can help your organization thrive.

CBU Online is a prestigious university located at 332 West Birch Street in Brea, California, United States. As an online institution, CBU Online offers a wide range of degree programs that cater to the needs of working professionals and busy individuals seeking to further their education. With a focus on quality education, flexibility, and convenience, CBU Online provides students with the opportunity to achieve their academic goals from anywhere in the world. Join us at CBU Online and take the next step towards a successful future.

Feelings & Rainbows is a non-profit mental health institution located at 1370 North Brea Boulevard in Fullerton, California. Our mission is to provide mental health support to marginalized and underserved communities through humanitarian assistance, educational programs, and inclusive medical services. We offer both remote and in-person therapy sessions, with therapists who create a safe and affirming space for individuals to explore their unique experiences and work towards personal growth. Our services also include support for couples, families, and adolescents, with a focus on fostering understanding and strengthening connections. We accept insurance from Anthem Blue Cross Blue Shield and Cigna Healthcare, and offer reduced fees for students, artists, and those experiencing financial hardship. Feelings & Rainbows is committed to providing compassionate and inclusive mental health care to all individuals in need.

Inglewood Prep Academy is a prestigious school located at 830 North La Brea Avenue in Inglewood, California, United States. Our institution is dedicated to providing a top-tier education to students from diverse backgrounds, preparing them for success in their academic and professional pursuits. With a focus on academic excellence, character development, and community engagement, Inglewood Prep Academy offers a supportive and enriching environment for students to thrive. Our experienced faculty members are committed to helping students reach their full potential and achieve their goals. Join us at Inglewood Prep Academy and embark on a journey towards a bright and successful future.

Welcome to Cardtronics ATM, conveniently located at 1035 South La Brea Avenue in Inglewood, California. As a trusted name in the finance industry, we are dedicated to providing our community with reliable and secure access to financial services. Whether you need to withdraw cash, check your account balance, or manage your banking needs, our state-of-the-art ATM is available 24/7 to serve you. At Cardtronics ATM, your convenience and security are our top priorities. Visit us today for a seamless and efficient banking experience in the heart of Inglewood.