Corporate financial management services in National City, CA
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City National Bank
● ClosedCity National Bank, located at 2001 North Main Street in Walnut Creek, California, is a trusted financial institution offering personalized banking services for small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, City National Bank combines the resources of a global bank with the personalized service of a community bank. Our experienced Relationship Managers are dedicated to helping clients achieve their financial goals through comprehensive planning and tailored solutions. From private banking to wealth management, our team is committed to helping you preserve and grow your wealth for generations to come. With a focus on diversity, equity, and inclusion, City National Bank is dedicated to fostering a positive company culture. Choose City National Bank for a personalized banking experience that puts your needs first. Visit us today to make an appointment with one of our experienced Relationship Managers.
2001 N Main St Suite 120, Walnut Creek, CA 94596, 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 -
Chartwell Financial Advisory, Inc.
● OpenChartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
155 N Riverview Dr #207, Anaheim, CA 92808, 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 -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank, located at 21700 West Oxnard Street in Los Angeles, California, offers a range of financial services to help individuals and families achieve their wealth goals. The team at the Woodland Hills office has expertise in working with business owners, corporate executives, and modern families, but can also advise on unique needs and situations. The Private Wealth Advisors are committed to helping clients work towards the life and legacy they envision. U.S. Bank believes in giving back to the community and has provided over $8 million in Foundation and corporate giving in the past three years. The team is actively involved in supporting organizations such as the California Science Center, YMCA, Boys and Girls Clubs, and Pacific Symphony. Investment and insurance products and services are available through U.S. Bancorp Investments. The team does not provide tax or legal advice, and each individual's situation is unique. Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products subject to credit approval. U.S. Bank is not responsible for the products or services of U.S. Bancorp Investments, Inc. Insurance products are available through affiliated non-bank insurance agencies. Visit the website for more information on privacy and security policies.
21700 W Oxnard St # 200, Woodland Hills, CA 91367, United States -
Rockefeller Capital Management
● OpenRockefeller Capital Management, located in Campbell, California, is a leading finance institution that has served families, individuals, institutional investors, and corporations for over seven generations. With a focus on individualized service and a commitment to innovation, Rockefeller Capital Management offers independent strategic business advice, guidance, and investment solutions to meet a wide range of financial needs and objectives. With a rich history shaped by the Rockefeller family, the institution continues to pave the way for the future of financial services by delivering unique insights and outcomes to its clients. The experienced and talented team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service and expertise.
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States -
Mahdion Financial & Insurance Center
● OpenWelcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
9330 Scranton Rd UNIT 250, San Diego, CA 92121, United States -
Merrill Lynch Financial Advisor Thomas Chang
● ClosedMerrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Record Nations
● ClosedWelcome to Record Nations Ventura – Your Premier Document Scanning & Management Partner Located at 1710 Donlon Street, Ventura, California 93003, Record Nations specializes in transforming your document management practices through cutting-edge digital solutions. Whether you're a business seeking to streamline operations or a homeowner looking to secure personal information, we have the expertise and services to meet your needs.
1710 Donlon Street, Ventura, California 93003, United States -
Record Nations
● ClosedWelcome to Record Nations Oxnard, your trusted partner in revolutionizing document management and storage solutions. Conveniently located at 1100 Teakwood Street, Oxnard, California, we specialize in helping businesses and residents transform their document handling processes through state-of-the-art scanning and storage services. At Record Nations, we understand the challenges of managing vast amounts of information. Our expert providers are dedicated to converting your paper documents, microfilm, maps, blueprints, and more into organized digital formats, making your data easily accessible, searchable, and secure. Whether you're a small business or a large corporation, our tailored solutions are designed to meet your specific needs, ensuring compliance and enhancing operational efficiency.
1100 Teakwood Street, Oxnard, California 93033, United States -
Record Nations
● ClosedWelcome to Record Nations Camarillo, your trusted partner for document scanning and management solutions. Located at 1221 Avenida Acaso, Camarillo, California 93012, we specialize in transforming your document management processes, helping businesses and individuals transition seamlessly to the digital age. Our Services:
1221 Avenida Acaso, Camarillo, California 93012, United States -
Record Nations
● ClosedRecord Nations: Your Premier Document Scanning & Management Partner in Moorpark, California Welcome to Record Nations, located at 4263 Tierra Rejada Road, Moorpark, California 93021. We are your local experts in document scanning and management, dedicated to transforming how businesses and homes manage their information. Our advanced services are tailored to meet the needs of businesses and individuals alike, offering a seamless transition from paper to digital.
4263 Tierra Rejada Road, Moorpark, California 93021, United States -
Sea Monster Loans / C2 Financial Corporation
● ClosedWelcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.
0 Pier View Way, Oceanside, California 92054, United States -
Jackson & Hertogs LLP
● ClosedJackson & Hertogs LLP, located at 909 Montgomery Street in San Francisco, California, is a leading law firm specializing in corporate immigration. Established in 1950, our firm provides expert legal advice and representation to corporations and individuals in various sectors, from high technology to financial services. With a strong focus on immigration law, we have been recognized by top legal directories for our outstanding work. Our team of experienced attorneys assists employers in hiring and retaining foreign national personnel, offering services such as work visa applications and green card petitions. We also provide guidance on compliance issues and represent individuals in family-based visa petitions and naturalization applications.
909 Montgomery St #200, San Francisco, CA 94133, United States -
Granite Ridge Apartments
● OpenGranite Ridge Apartments is a welcoming community located at 3135 Medina Common in Fremont, California. Situated at the corner of Sequoia Road and Paseo Padre Parkway, this institution provides housing for 73 low-income families, including 15 households transitioning out of homelessness. The property offers a variety of rental apartment homes, including 32 one-bedroom, 22 two-bedroom, and 19 three-bedroom units. Granite Ridge Apartments is committed to serving households earning 20% to 60% of the area median income, with annual incomes ranging from $22,860 to $68,580 for a two-person household. This community aims to enrich the greater Fremont area by providing safe and affordable housing for all residents.
3135 Medina Common, Fremont, CA 94536, United States -
Synergist Law, P.C.- Law Firm
● ClosedSynergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.
1299 4th St Suite 301, San Rafael, CA 94901, United States -
Elena Sadur - State Farm Insurance Agent
● ClosedElena Sadur - State Farm Insurance Agent is a trusted insurance agency located at 5167 Clayton Road in Concord, California, United States. Conveniently situated across the street from the Lucky and Kmart shopping center, Elena Sadur offers a range of insurance services including homeowners, renters, auto, and life policies. With a focus on exceptional customer service and satisfaction, Elena aims to simplify the often complex world of insurance and financial services for her customers. As a State Farm Insurance Agent since 2003, Elena opened her own agency in 2007 and has been dedicated to providing value to customers ever since. She holds a BA from UC Davis and an MBA from SFSU, and has been recognized for her excellence in customer service with an award from the Five Star Rating Corporation. Whether you are in California, Oregon, or Arizona, Elena is committed to serving your insurance needs proactively and with care.
5167 Clayton Rd a1, Concord, CA 94521, United States -
California Business Bank
● ClosedCalifornia Business Bank is Orange County’s premier commercial bank, located at 3200 El Camino Real, Irvine, California. Our SBA programs offer consistency and flexibility, guiding you through a quick and easy application process. The Smart Safe Solution provides a safer way to do business with a CBB Branch inside. We offer commercial loans for small and large businesses in Orange County and beyond. As a Fin-Tech leader, we deliver innovative financial products and services to Southern California businesses and entrepreneurs. Our Leadership team brings a diverse banking background to support the vision of CBB. With products for every person and business, our checking and money market accounts are among the best in the nation. We tailor fit bank accounts to individual needs, offering specialized products for entrepreneurs, medical doctors, HOAs, insurance agents, agencies, and other small businesses. Visit our website for more information and to get started with California Business Bank.
3200 El Camino Real #220, Irvine, CA 92602, United States -
Sean Saunders - State Farm Insurance Agent
● ClosedSean Saunders - State Farm Insurance Agent is located at 111 Corporate Drive, Ladera Ranch, California, United States. This insurance agency serves the areas of Ladera Ranch, Rancho Mission Viejo, Mission Viejo, Coto De Caza, Rancho Santa Margarita, Lake Forest, San Juan Capistrano CA, and the surrounding areas of Orange County. Sean Saunders and his experienced team are dedicated to providing customers with top-notch insurance and financial services. Whether you need an auto quote or assistance with managing the risks of everyday life, the team is ready to help. By understanding customers' needs and identifying gaps in coverage, they strive to provide a personalized and hometown experience. Bundling home and auto insurance policies can save you money, and the team can help you find the right loan to consolidate your debt. For your protection, avoid including sensitive information in online forms and contact the office directly if you encounter any difficulties with the website. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. The team at Sean Saunders - State Farm Insurance Agent is committed to helping customers navigate their insurance and financial needs with expertise and care.
111 Corporate Dr Suite 190, Ladera Ranch, CA 92694, United States -
KCC
● ClosedKCC, located at 2335 Alaska Avenue in El Segundo, California, is a finance institution that sets a higher standard for the industry. They prioritize client needs and provide professional-level service, industry expertise, and innovative technology solutions. KCC has earned national and industry recognition for their services, leadership, and innovative business model. They specialize in Class Action, Corporate Restructuring, Trustee & Fiduciary Services, and Mass Tort cases. KCC has been appointed as the administration expert for some of the largest cases, bringing unrivaled knowledge and experience to their work. They prioritize privacy and security, ensuring data integrity and protection. KCC takes a hands-on approach from the beginning of each new matter and uses advanced technology to drive efficiency and best practices. GCP Capital, associated with KCC, manages North American private equity funds that have invested over $1.3 billion in approximately 60 portfolio companies. Their realized investments have generated over $2.5 billion in proceeds, with fourteen portfolio companies going public after GCP's investment. GCP primarily invests in tech-enabled business services and financial services/technology industries, making controlling or influential minority investments of $10 to $50 million in companies with enterprise values of $25 to $250 million.
2335 Alaska Ave, El Segundo, CA 90245, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
610 Newport Center Dr Suite 300, Newport Beach, CA 92660, United States -
Affordable Bookkeeping Solutions
● OpenAffordable Bookkeeping Solutions, located at 2657 Fenton Place in National City, California, provides financial services for individuals and businesses. Regardless of size, all clients receive personalized attention. Services such as accounting, tax preparation, and financial planning are tailored to meet each client's specific needs, ensuring optimal results and returns. As a finance institution, ABS stays current with industry trends and adapts to changes in the financial world. With a commitment to integrity and efficiency, our experienced team guarantees exceptional accounting services. We utilize cutting-edge technology to provide up-to-date financial information and perspectives. Our cost-effective solutions include certified Quickbooks ProAdvisor services, payroll and accounting database management, individual and corporate tax assistance, and expertise in business sales tax. Contact Affordable Bookkeeping Solutions for all of your financial needs at (619) 339-4314 or info@bookabs.com.
2657 Fenton Pl, National City, CA 91950, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental, conveniently located at the Firehouse Plaza Shopping Center in Ventura, California. Our address is 4227 East Main Street, Ventura, CA 93003, United States. We specialize in providing a wide range of vehicles to suit your travel needs, whether you're planning a weekend getaway or a business trip. Special Offer: Enjoy one day free of daily time and mileage charges on rentals of an intermediate (Group C) to a full-size four-door (Group E) car when you rent for a minimum of three days. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are additional. Optional items such as LDW and other surcharges may also apply. This offer is not valid for one-way rentals and cannot be combined with any other promotions. An advance reservation is required, and the offer is subject to vehicle availability. The rental must begin on or before December 31, 2024.
4227 East Main Street Firehouse Plaza Shopping Ctr, Ventura, California 93003, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in Port Hueneme, California! Conveniently located at 435 West Channel Islands Boulevard, our branch offers a wide selection of vehicles to suit your travel needs, whether you're planning a weekend getaway or a business trip. We are committed to providing our customers with exceptional service and competitive offers. Special Offer: Enjoy one day free of the daily time and mileage charges on an intermediate (group C) through a full-size four-door (group E) car when you rent for a minimum of three days. Please note that taxes, concession recovery fees, customer facility charges ($10/contract in CA), and fuel charges are additional. Optional items such as Loss Damage Waiver (LDW) and other surcharges may apply. This offer is valid at Avis locations in the contiguous U.S. (excluding the New York Metro area) and cannot be used for one-way rentals. Restrictions and blackout periods may apply, and advance reservation is required. Ensure to provide the profile number associated with the coupon when booking.
435 West Channel Islands Boulevard, Port Hueneme, California 93041, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in Oxnard, California! Conveniently located at 2889 West 5th Street, our location offers a wide range of vehicles to suit your travel needs, whether you're exploring the local area or embarking on a long journey. Special Offer: Enjoy one day free of daily time and mileage charges when you rent an intermediate (Group C) to full-size four-door (Group E) car for a minimum of three days. Please note that taxes, concession recovery fees, customer facility charges ($10/contract in CA), fuel charges, and optional items such as LDW and other surcharges are extra. This offer is valid at Avis locations in the contiguous U.S., excluding the New York Metro area, and is subject to availability. An advance reservation is required, and blackout periods may apply.
2889 West 5th Street, Oxnard, California 93030, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in Camarillo, California! Conveniently located at 1727 East Daily Drive, we are your go-to destination for reliable and affordable car rentals. Whether you're planning a weekend getaway or need a vehicle for business travel, our extensive fleet of vehicles ensures you find the perfect car to suit your needs. Special Offer: Enjoy one day free of daily time and mileage charges on an intermediate (group C) to a full-size four-door (group E) car rental. This offer is valid for rentals of three days or more. Please note that taxes, concession recovery fees, customer facility charges ($10/contract in CA), and fuel charges are additional. Optional items such as LDW and other surcharges may also apply. The offer cannot be combined with other promotions and is not valid for one-way rentals. An advance reservation is required, and availability is subject to change.
1727 East Daily Drive, Camarillo, California 93010, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental, your trusted partner for all your car rental needs in Los Angeles, California. Conveniently located at 2423 Lincoln Boulevard, Venice, CA 90291, we offer a wide range of vehicles to suit every journey, whether you're exploring the city or heading out on a road trip. Special Offer: Enjoy one day free of the daily time and mileage charges on rentals of intermediate (Group C) through full-size four-door (Group E) cars. This offer is valid on a minimum three-day rental. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are extra. Optional items such as LDW and other surcharges may also apply. This offer is not applicable for one-way rentals and cannot be combined with any other promotions. An advance reservation is required, and the rental must begin on or before December 31, 2023.
2423 Lincoln Boulevard, Los Angeles, California 90291, United States -
Avis Car Rental
● OpenWelcome to Avis Car Rental at Los Angeles International Airport (LAX), conveniently located at 9217 Airport Boulevard, Los Angeles, California. Whether you're visiting for business or leisure, Avis offers a wide selection of vehicles to suit your needs, from compact cars to luxury SUVs. Experience the vibrant city of Los Angeles with ease and comfort by choosing Avis for your car rental needs. Special Offer: Enjoy one day free of daily time and mileage charges on an intermediate (Group C) to full-size four-door (Group E) car rental. This offer is valid for a minimum three-day rental, and taxes, fees, and optional extras are additional. Please note that this offer cannot be used for one-way rentals and is not combinable with other promotions. Availability is subject to vehicle supply at the time of reservation, and blackout periods may apply. Rentals must begin on or before December 31, 2024.
9217 Airport Boulevard, Los Angeles, California 90045, United States -
Avis Car Rental
● ClosedAvis Car Rental - Torrance, California Welcome to Avis Car Rental located at 20522 Hawthorne Boulevard, Torrance, California 90503. Our facility is conveniently positioned to serve all your car rental needs in the Torrance area. Whether you're traveling for business or pleasure, Avis offers a wide selection of vehicles to ensure a comfortable and efficient journey.
20522 Hawthorne Boulevard, Torrance, California 90503, United States -
Avis Car Rental
● ClosedWelcome to Avis Car Rental in Hawthorne, California! Located conveniently at 3145 Crenshaw Boulevard, Avis Car Rental is your go-to destination for reliable and affordable car rental services. Whether you're planning a quick getaway or a business trip, we offer a wide range of vehicles to suit your needs, from intermediate (group C) to full-size four-door cars (group E).
3145 Crenshaw Boulevard, Hawthorne, California 90250, United States
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