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TOP 30 Customized financial plans in Covina, CA
22 results found
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AAA West Covina Insurance and Member Services
AAA West Covina Insurance and Member Services is a trusted institution located at 405 North Azusa Avenue in West Covina, California. As a finance, insurance agency, and travel agency all rolled into one, we offer a wide range of services to meet all your needs. Whether you're looking for insurance coverage, planning a trip, or need assistance with financial services, our knowledgeable staff is here to help. With a commitment to exceptional customer service and a strong reputation in the community, AAA West Covina Insurance and Member Services is the go-to destination for all your financial and insurance needs.
DSI Financial Group
DSI Financial Group is a leading finance institution located at 861 South Oak Park Road in Covina, California, United States. With a strong focus on providing top-notch financial services, DSI Financial Group offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at DSI Financial Group are here to help. Trustworthy, reliable, and committed to excellence, DSI Financial Group is the go-to destination for all your financial needs.
Humberto R Jimenez - Financial Advisor, Ameriprise Financial Services, LLC
Humberto R Jimenez is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 800 South Barranca Avenue in Covina, California. With a focus on providing personalized financial planning and investment strategies, Humberto helps clients navigate their financial goals and secure their financial future. Whether you are looking to plan for retirement, save for college, or grow your wealth, Humberto offers expert advice and guidance to help you achieve your financial objectives. Contact Humberto R Jimenez today to schedule a consultation and take the first step towards financial success.
Preferred Services
Preferred Services is a reputable institution located at 843 South Glendora Avenue in West Covina, California. We pride ourselves on providing top-notch services to our clients, ensuring their needs are met with professionalism and efficiency. Our team of dedicated professionals is committed to delivering exceptional results in a wide range of areas, including customer service, consulting, and support. Whether you are looking for assistance with financial planning, business development, or any other service, Preferred Services is the preferred choice for your needs. Visit us today to experience the difference our institution can make for you.
AMT Travel
AMT Travel is a one-stop destination for all your financial and travel needs. Conveniently located at 340 South Glendora Avenue in West Covina, California, this institution offers a range of services including ATM access, financial assistance, and expert travel planning. Whether you need to withdraw cash, manage your finances, or book your next vacation, AMT Travel has you covered. Visit us today and experience top-notch customer service and expert advice for all your financial and travel needs.
Global Wealth Insurance Services
Global Wealth Insurance Services is a finance, health, and insurance agency located at 1559 East Amar Road in West Covina, California, United States. Our mission is to provide affordable, easy, and comprehensive insurance solutions for all your insurance needs. Whether you are looking for Covered CA, Off-Exchange, or Medicare plans, auto coverage for commuting in cities like Los Angeles, or other types of insurance such as Renters, Long Term Care, Disability, Business Liability policies, we have you covered. Our licensed agents can offer you health insurance quotes, auto, homeowners, renters, life, long term care, disability, umbrella, business insurance, business/group benefits, and retirement plans such as annuities, IRAs, Roth IRAs, 401Ks, and more. As a one-stop shop for all your insurance needs, we aim to save you time and provide you with the best value from various companies. Our satisfied clients have praised our professionalism, expertise, and excellent customer service in helping them find the right insurance options. Contact us today for all your insurance needs and let us help protect you and your family's future.
Farmers Insurance - Soly Asmar
Farmers Insurance - Soly Asmar is an insurance agency located at 961 North Azusa Avenue in Covina, California. As your local Farmers agent, Soly Asmar helps customers identify the best insurance coverage for their needs with over 20 years of experience. They offer a range of insurance options including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, their team can help simplify the process and provide personalized guidance. With Farmers Insurance, you can trust that your most valuable possessions are protected. Whether you need car insurance, home insurance, renters insurance, or business insurance, Soly Asmar is here to help you find the right coverage at competitive rates. Additionally, they offer financial planning services to help you secure a stable future. Contact Soly Asmar at Farmers Insurance for all your insurance needs in Covina, California.
Matt Davenport - State Farm Insurance Agent
Matt Davenport - State Farm Insurance Agent is a reputable insurance agency located at 373 East Rowland Street in Covina, California. Conveniently situated on the corner of E Rowland St and Stewart St, Matt Davenport and his team are dedicated to helping individuals and families protect their loved ones and assets. With a strong focus on building relationships with customers, the agency offers a range of insurance services including car, home, life, and health insurance. As a native Southern Californian, Matt Davenport has deep roots in the community and a passion for helping others. With over 12 years of experience serving the city of Covina, he and his team strive to provide personalized insurance solutions tailored to each individual's needs. In addition to offering insurance services, the agency is actively involved in supporting local schools, churches, and charitable organizations.
James Chen - State Farm Insurance Agent
James Chen - State Farm Insurance Agent is an insurance agency located at 306 South Lemon Avenue, Walnut, California, United States. James Chen and his team are dedicated to serving all your financial and insurance needs. Whether you need auto, home, life, renters, business, or health insurance, they are here to help. James Chen, a car enthusiast and former UBS Wealth Management employee, opened his State Farm Agency in 2017 and has been growing with his customers ever since. The office services the Walnut, Covina, West Covina, Diamond Bar, Chino Hills, Azusa, and surrounding areas. The team speaks multiple languages and is committed to finding the right insurance products that prioritize customer needs. Personalized service is key, and they offer free quotes, virtual appointments, and a State Farm Mobile App for convenience.
Farmers Insurance - David Gerber
Farmers Insurance - David Gerber is a trusted insurance agency located at 263 East Badillo Street, Covina, California, United States. As your local Farmers® agent, David Gerber helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, David has the knowledge and experience to guide you through the process and ensure you have the coverage you need. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of unexpected events. From car insurance to life insurance, renters insurance to business insurance, Farmers Insurance - David Gerber has you covered. Contact David today for personalized assistance in creating a solid financial plan for a secure future.
Farmers Insurance - Isabel Valdovinos
Farmers Insurance - Isabel Valdovinos is an insurance agency located at 2640 East Garvey Avenue South, West Covina, California, United States. As your local Farmers® agent in West Covina, CA, Isabel Valdovinos helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a range of insurance products including auto, home, renters, business, life, and umbrella insurance. Whether you need to protect your home, belongings, business, or loved ones, Isabel Valdovinos can help you customize an insurance package to reduce your risk and protect your investments. Contact Farmers Insurance - Isabel Valdovinos today to get started on creating a solid financial plan for a secure future.
Lionel Mabasa - State Farm Insurance Agent
Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
Farmers Insurance - Manuel Santillano
Farmers Insurance - Manuel Santillano is a trusted insurance agency located at 226 South Glendora Avenue in West Covina, California. As a local Farmers agent, Manuel Santillano helps customers in the West Covina area find insurance coverage that best suits their needs. Whether you are looking for auto, home, renters, business insurance, or more, Manuel has the knowledge and experience to guide you through the process and help you make informed decisions. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable insurance products to protect your most valuable assets. From home insurance to life insurance, renters insurance to business insurance, Farmers Insurance offers comprehensive coverage options to meet your specific needs and budget.
Farmers Insurance - Olga Soto
Farmers Insurance - Olga Soto is an insurance agency located at 2149 East Garvey Avenue North, West Covina, California, United States. As a local Farmers® agent in West Covina, California, Olga Soto helps customers identify the insurance coverage that best fits their needs. The process is personalized to make customers smarter about insurance, with options including auto, home, renters, business insurance, and more. Olga Soto has the knowledge and experience to help customers understand their coverage options and offers competitive rates with multi-line insurance discounts. Services include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and financial planning. Customers can request quotes and schedule appointments to discuss their insurance needs. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates provide coverage underwritten by Farmers Insurance. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its insurance products. Customers can visit the website for a list of all insurers and to learn more about available products and discounts.
Oscar Feria - State Farm Insurance Agent
Oscar Feria - State Farm Insurance Agent is an insurance agency located at 209 West San Bernardino Road in Covina, California. The agency is situated at the northwest corner of 3rd Street and San Bernardino Rd in Covina, CA. The agency is dedicated to serving the community and giving back through various initiatives, such as giving away soccer balls to local elementary schools and sponsoring events for first responders. Oscar Feria, the agency owner, has a strong connection to the community as a migrant from Mexico who is passionate about helping Spanish-speaking individuals understand the importance of insurance.
Christine Chang - State Farm Insurance Agent
Christine Chang - State Farm Insurance Agent is a reputable insurance agency located at 1307 North Grand Avenue in Walnut, California. Founded in 2008 by Christine Chang, who has been in the insurance industry since 1995, the agency is dedicated to providing personalized insurance solutions to clients in Walnut, Rowland Heights, Covina, La Puente, Azusa, Baldwin Park, Hacienda Heights, and surrounding areas. Christine Chang's bilingual team is knowledgeable and available to answer all insurance-related questions. They work closely with each client to create a customized pricing plan that fits their lifestyle and needs. The agency offers a range of insurance products, including Small Business, Commercial, and Financial Services.
Farmers Insurance - Federico Almeida
Farmers Insurance - Federico Almeida is an insurance agency located at 821 West Whittier Boulevard, Montebello, California, United States. As a local Farmers® agent in West Covina, CA, Federico Almeida helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, life, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Federico Almeida can help you navigate the insurance process and find the right coverage for your budget. Additionally, Farmers Insurance offers discounts to help you save money on your insurance premiums. Whether you're looking for auto insurance, home insurance, renters insurance, or business insurance, Federico Almeida can customize a plan to meet your needs and protect your assets. Call today to schedule an appointment and start building a solid financial plan for a secure future.
Karen Coombs - State Farm Insurance Agent
Karen Coombs - State Farm Insurance Agent, located at 157 East Rowland Street in Covina, California, is a trusted insurance agency with over 35 years of experience. As the proud grandmother of five boys, one girl, and one great granddaughter, Karen Coombs understands the importance of protecting your loved ones with life insurance. At Karen Coombs - State Farm Insurance Agent, each customer receives personalized attention and care. With many long-term relationships lasting 20-30 years, the agency values the trust and loyalty of its clients. Whether you need assistance with financial planning or insurance coverage, the dedicated team is ready to help.
DSI Wealth Management
DSI Wealth Management is a leading financial institution located at 1000 Lakes Drive in West Covina, California, United States. Specializing in wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. With a focus on building long-term relationships and providing exceptional customer service, DSI Wealth Management is committed to helping clients secure their financial future and achieve financial success. Contact us today to learn more about how we can help you reach your financial goals.
Save On Tax & Business
Save On Tax & Business is a trusted accounting and finance institution located at 2442 East Alicia Street in West Covina, California, United States. Our team of experienced professionals is dedicated to helping individuals and businesses save money on taxes and optimize their financial strategies. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to provide personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, Save On Tax & Business is your go-to destination for all your accounting and finance needs.
WebTaxPros
WebTaxPros is a leading accounting and finance institution located at 401 East Rowland Street in Covina, California, United States. With a team of highly skilled professionals, we provide top-notch tax preparation, financial planning, and accounting services to individuals and businesses. Our commitment to excellence and customer satisfaction sets us apart from the rest. Trust WebTaxPros to handle all your financial needs with precision and expertise.
Global Tax & Services
Global Tax & Services is a trusted provider of tax services located at 20054 East Arrow Highway in Covina, California. Since 2005, we have been serving the communities of Covina, Azusa, Glendora, San Dimas, West Covina, Pomona, and La Puente with pride and dedication. Our team is committed to providing excellent tax services, both in-person and remotely, to ensure convenience and accessibility for all our clients. We offer a variety of services, including tax preparation, business tax preparation, and tax planning. Our team is fluent in both English and Spanish to ensure clear communication and comprehensive support for all our clients.
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