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TOP 30 Comprehensive financial advice in Davis, CA
13 results found
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C2 Financial Corp/Steve Oka
C2 Financial Corp, operated by Steve Oka, is a finance institution located at 2050 Lyndell Terrace in Davis, California, United States. With a focus on providing personalized financial solutions, C2 Financial Corp offers a wide range of services including mortgage loans, refinancing, and financial planning. The experienced team at C2 Financial Corp is dedicated to helping clients achieve their financial goals and secure their future. Whether you are a first-time homebuyer or looking to refinance your current mortgage, C2 Financial Corp is committed to providing excellent customer service and expert financial guidance.
Farmers Insurance - Kristine Davis
Located at 3260 Lone Tree Way in Antioch, California, Farmers Insurance - Kristine Davis is your go-to insurance agency for all your coverage needs. With over 34 years of experience in the industry, Kristine Davis is dedicated to helping customers like you find the insurance plan that best fits your unique needs. Whether you're looking for life insurance, auto insurance, Farmers Financial Solutions, umbrella insurance, home insurance, renters insurance, or business insurance, Kristine Davis is here to guide you through the process and make sure you are well-informed about your coverage options. When it comes to car insurance, Kristine Davis can help you navigate through comprehensive coverage, collision coverage, deductibles, and more to ensure you have the right protection for your vehicle and budget. For homeowners, Farmers Insurance has been providing reliable coverage for over 80 years, offering competitive rates and multi-line insurance discounts to help you safeguard your most valuable possession.
J.R. Davis & Associates
J.R. Davis & Associates is a reputable finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust J.R. Davis & Associates to help you navigate the complexities of the financial world and achieve your goals.
Carl Davis - Financial Advisor, Ameriprise Financial Services, LLC
Carl Davis - Financial Advisor, Ameriprise Financial Services, LLC is a trusted financial institution located at 2301 Rosecrans Avenue in El Segundo, California, United States. As a dedicated financial advisor, Carl Davis provides personalized financial planning and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, Ameriprise Financial Services, LLC offers a comprehensive range of financial products and services to meet the diverse needs of individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Carl Davis and his team are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Davis Julie
Davis Julie is a reputable institution specializing in accounting and finance services. Located at 19000 Westvale Lane in Yorba Linda, California, United States, the institution is known for its expertise in financial management and consulting. With a team of skilled professionals, Davis Julie offers a range of services to individuals and businesses, including tax preparation, bookkeeping, and investment advice. Clients can trust Davis Julie to provide reliable and accurate financial solutions tailored to their specific needs.
Haskell & Davis, CPA
Haskell & Davis, CPA is a reputable accounting and finance institution located at 21731 Ventura Boulevard in Los Angeles, California. With a team of experienced and knowledgeable Certified Public Accountants, Haskell & Davis offers a wide range of professional services including tax preparation, auditing, financial planning, and consulting. Clients can trust Haskell & Davis to provide accurate and timely financial solutions to help them achieve their personal and business goals.
Don Holliday - State Farm Insurance Agent
Don Holliday - State Farm Insurance Agent is a trusted insurance agency located at 3853 Taylor Road, Loomis, California, United States. With a focus on providing Auto Insurance, Life Insurance, Health Insurance, and Business Insurance, the Don Holliday Agency serves clients in the Sacramento Valley and beyond, including California, Oregon, Nevada, and Arizona. Don Holliday, a graduate of the University of California, Davis and the University of the Pacific, is dedicated to supporting the community through volunteer activities such as coaching Little League, Habitat for Humanity, and the Wounded Warrior Project. The agency is committed to helping customers navigate their insurance needs and ensuring that life goes right.
Lori McCarter Curry - State Farm Insurance Agent
Lori 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.
Zeller Kern Wealth Advisors
Zeller Kern Wealth Advisors is a leading institution located at 2377 Gold Meadow Way in Gold River, California, United States. Specializing in accounting and finance, we offer personalized and comprehensive retirement planning services to help you transition into retirement smoothly. Our independent advice is tailored to your specific wealth objectives, ensuring tax efficiency and risk awareness in managing your investment portfolio. At Zeller Kern, we understand the importance of planning for the future, whether it's increasing the value of your business with our Value Builder System or preparing for the eventual exit from your business. Our team of experienced professionals provides comprehensive planning, investment management, and wealth preservation solutions for high net worth individuals, families, business owners, and physicians.
Amey Kenneth a CPA
Amey Kenneth, a CPA is a reputable accounting and finance institution located at 1260 Lake Boulevard in Davis, California, United States. With a team of experienced and qualified Certified Public Accountants, they offer a wide range of financial services including tax preparation, auditing, consulting, and more. Their commitment to providing personalized and professional services to their clients sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Amey Kenneth, a CPA is dedicated to helping you achieve your financial goals.
Jonathan C. Watts | East Bay Business & Tax Lawyer
Jonathan C. Watts | East Bay Business & Tax Lawyer is a renowned institution located at 1320 Willow Pass Road in Concord, California. Specializing in accounting, finance, and legal services, Jonathan C. Watts is dedicated to providing the best possible representation in business, tax, and estate planning matters. With a background in UC Davis Law School, an LLM in Taxation, and certification as a Specialist in Taxation Law, Jonathan C. Watts brings a wealth of expertise to his clients. From business formation to estate planning and tax strategies, the institution offers invaluable guidance to entrepreneurs, individuals, and those navigating complex tax issues.
Lundin Tax and Consulting
Lundin Tax and Consulting is a trusted accounting and finance institution located at 2613 Blackburn Drive in Davis, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial consulting, and accounting solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for expert financial guidance, Lundin Tax and Consulting is dedicated to providing top-notch services to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards financial success.
Nelson & Associates, CPAs
Nelson & Associates, CPAs is a leading accounting and finance institution located at 1105 Kennedy Place in Davis, California, United States. With over 30 years of experience in tax compliance and planning, we provide high-quality services to help our clients succeed and grow. Our team of experts offers monthly accounting and unique support services to assist you in achieving your business goals. We specialize in identifying company trends, developing custom strategies for growth, and providing business entity selection and formation services. Additionally, we have extensive experience working with non-profit organizations, offering specialized services to help fulfill their missions. Our auditing and assurance services cater to retirement plans, non-profits, governmental organizations, and the construction industry. Trust Nelson & Associates, CPAs to provide the expertise and support you need for financial success.
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