Customized financial plans in Lodi, CA
11 results found
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Albert Paula, Financial Advisor - Parkwest Financial & Insurance Solutions
● OpenAlbert Paula, Financial Advisor at Parkwest Financial & Insurance Solutions, located at 777 South Ham Lane, Lodi, California, is dedicated to simplifying, strategizing, and personalizing the financial lives, investments, and legacies of individuals. As fiduciaries, they always provide honest and transparent advice, using plain English to explain complex financial concepts. They offer a range of financial planning services beyond just investments, shedding light on fees and helping clients achieve their dreams through custom-built retirement strategies. Albert Paula is licensed to sell insurance through New York Life Insurance Company and may be licensed with other independent insurance companies in California. He is also a Registered Representative for NYLIFE Securities LLC and an Investment Adviser Representative of Eagle Strategies LLC, offering services in California. Clients can trust Albert Paula and Parkwest Financial & Insurance Solutions to provide expert financial guidance and help them reach their financial goals.
777 S Ham Ln D, Lodi, CA 95242, United States -
Edward Jones - Financial Advisor: Markelle H Luke
● OpenEdward Jones - Financial Advisor: Markelle H Luke is a reputable finance institution located at 5 South School Street in Lodi, California, United States. Markelle H Luke is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies and financial planning services. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Markelle H Luke is a trusted partner in helping individuals and families secure their financial future.
5 S School St, Lodi, CA 95240, United States -
Edward Jones - Financial Advisor: Jeremy P Lenser, AAMS™
● OpenEdward Jones - Financial Advisor: Jeremy P Lenser, AAMS™ is a reputable finance institution located at 1806 West Kettleman Lane in Lodi, California, United States. Jeremy P Lenser, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a strong commitment to integrity and customer service, Edward Jones - Financial Advisor: Jeremy P Lenser, AAMS™ is dedicated to providing top-notch financial planning services to individuals and families in the Lodi area.
1806 W Kettleman Ln Suite C, Lodi, CA 95242, United States -
Farmers Insurance - Davin Lozano
● OpenFarmers Insurance - Davin Lozano is an insurance agency located at 430 West Lockeford Street in Lodi, California, United States. As a local Farmers® agent in Lodi, CA, Davin Lozano helps customers identify the insurance coverage that best fits their needs. The process is straightforward and personalized to make customers smarter about insurance. With knowledge and experience, Davin can help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Davin for any questions they might have. For auto insurance, Davin can help customers navigate through comprehensive coverage, collision coverage, deductibles, medical payments, and more. Customers can get started with an online auto insurance quote and explore insurance discounts that can help save money.
430 W Lockeford St, Lodi, CA 95240, United States -
Jon Rader - State Farm Insurance Agent
● OpenJon Rader - State Farm Insurance Agent is a local insurance agency located at 1420 South Mills Avenue in Lodi, California. As a lifelong Lodi resident and a proud member of the community, Jon Rader is dedicated to protecting the residents of Lodi and the surrounding areas. With a team of experienced insurance professionals, the agency offers a wide range of insurance and financial services to meet the needs of their customers. In addition to providing quality coverage, Jon Rader is actively involved in the community and is a member of various organizations such as the Lodi Chamber of Commerce, Odd Fellows Lodi Chapter, and Leadership Lodi. The agency is bilingual (Spanish) and offers free, no-obligation quotes for auto insurance, homeowners insurance, renters insurance, life insurance, commercial insurance, and more.
1420 S Mills Ave STE F, Lodi, CA 95242, United States -
Blue Shield of California
● OpenBlue Shield of California is a reputable insurance agency located at 3021 Reynolds Ranch Parkway in Lodi, California. As one of the largest health insurance providers in the state, Blue Shield of California offers a wide range of insurance products and services to individuals, families, and businesses. With a commitment to providing quality coverage and excellent customer service, Blue Shield of California is dedicated to helping its clients protect their health and financial well-being.
3021 Reynolds Ranch Pkwy, Lodi, CA 95240, United States -
Schumacher Insurance Solutions
● OpenSchumacher Insurance Solutions is an insurance agency located at 1822 West Kettleman Lane in Lodi, California, United States. Our team is dedicated to helping clients plan ahead by creating a game plan for financial security. We strive to serve our clients with consistency, integrity, and love, as representatives of God, our families, and our community. Our goal is to offer insurance plans tailored to our clients' needs. At Schumacher Insurance Solutions, we are committed to making a positive impact locally and abroad. We partner with organizations that make a lasting impact for future generations, such as the local 180 Teen Center and Living Water International. Our team is passionate about giving back and supporting our community.
1822 W Kettleman Ln Ste 4, Lodi, CA 95242, United States -
Farmers Insurance - Rachel Sauseda
● OpenFarmers Insurance - Rachel Sauseda is an insurance agency located at 112 Church Street in Lodi, California, United States. As a local Farmers agent, Rachel Sauseda helps customers identify the best insurance coverage for their needs. With 23 years of industry knowledge and experience, she can assist with auto, home, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Rachel can help you understand your options. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home and possessions are protected in the event of a disaster. Rachel also offers life insurance, renters insurance, business insurance, and condo insurance. Additionally, she can help you create a financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for your assets and earnings. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliates underwrite the policies offered by Rachel Sauseda. Contact her today to discuss your insurance needs and goals.
112 Church St, Lodi, CA 95240, United States -
CAPTRUST
● OpenCAPTRUST, located at 1300 West Lodi Avenue in Lodi, California, is a finance institution specializing in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our team of advisors in Lodi are dedicated to helping clients with wealth planning, portfolio management, family governance, philanthropic strategies, and more. With a values-first approach and tailored services, we are committed to guiding clients towards their specific wealth management goals. Our legacy of providing industry-leading financial advice to California residents continues in Lodi, where clients can expect expert insights, best practices, and personalized financial planning strategies. Join us at CAPTRUST and experience the difference in financial advisory services."
1300 W Lodi Ave #A-20, Lodi, CA 95242, United States -
New York Life Albert Paula
● OpenNew York Life Albert Paula, located at 777 South Ham Lane in Lodi, California, is a finance institution dedicated to serving professional advisors. As part of Parkwest Financial and Insurance Solutions, they provide personalized financial advice to help simplify and strategize investments and legacy planning. As fiduciaries, they are committed to providing honest and transparent advice, using plain English to explain financial concepts. Their services include custom-built retirement strategies, free portfolio reviews, and a focus on helping clients achieve their financial goals. Albert Paula is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in California. He is also a Registered Representative for NYLIFE Securities LLC and an Investment Adviser Representative of Eagle Strategies LLC, offering advisory services in California.
777 S Ham Ln D, Lodi, CA 95242, United States -
Northwestern Mutual: Scott R Marcus
● OpenNorthwestern Mutual: Scott R Marcus is a finance institution located at 207 West Oak Street in Lodi, California, United States. Specializing in financial planning and investment services, the institution offers personalized strategies to help clients achieve their financial goals. With a focus on long-term financial security, Northwestern Mutual: Scott R Marcus provides expert guidance and support to individuals and families looking to build wealth and secure their future.
207 W Oak St, Lodi, CA 95240, United States
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