TOP 10 Dedicated insurance agents in California
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Securus Financial
● OpenSecurus Financial, located at 10620 Treena Street in San Diego, California, is a finance institution dedicated to helping clients achieve their retirement goals. Led by John Iammarino, the team at Securus Financial offers personalized financial planning services tailored to each individual's unique needs and risk tolerance. By answering a brief questionnaire, clients can determine their exact Risk Number to guide the planning process. With a focus on education and personalized strategies, Securus Financial aims to help clients secure a comfortable retirement and leave a lasting legacy. As an independent firm, they prioritize individualized financial solutions over a one-size-fits-all approach. For those with pressing concerns or questions, reaching out to Securus Financial can provide clarity and guidance. Investment advisory services are offered through Brookstone Capital Management, LLC, and insurance products are sold through licensed agents. With a commitment to transparency and client education, Securus Financial is dedicated to helping individuals navigate the complexities of financial planning with confidence.
10620 Treena St, San Diego, CA 92131, United States -
Repair People Ltd
● OpenRepair People Ltd is a general contractor located at 8505 Church Street, Gilroy, California, United States. Our primary focus is providing smaller repairs for Homeowner's Associations and Common Interest Developments. With a fully insured and licensed maintenance/repair service, we bridge the gap between production contractors and on-site handymen. Serving the greater South Bay Area on a work order or contractual basis, we offer a rapid response to Association needs in Santa Clara County and beyond. Since 1980, we have been dedicated to servicing the HOA industry, understanding the intricacies of working with Boards of Directors, individual owners, and managing agents.
8505 Church St ste 14, Gilroy, CA 95020, United States -
Kaneski Associates
● OpenKaneski Associates is a finance institution located at 2999 Douglas Boulevard, Roseville, California, United States. The institution is dedicated to serving professional advisors and helping individuals plan for their financial future. Kelly Kaneski, Blaine Johnson, and Theodore Young are licensed agents who can sell insurance through New York Life Insurance Company and other independent insurance companies in various states. They are also Registered Representatives for YLIFE Securities LLC, a Licensed Insurance Agency. Additionally, Kelly Kaneski and Theodore Young are registered as Investment Adviser Representatives under Eagle Strategies LLC, offering advisory services in several states. Kaneski Associates is not owned or operated by NYLIFE Securities LLC or its affiliates and does not provide tax, legal, or accounting advice. It is important to consult with professional advisors before making any financial decisions.
2999 Douglas Blvd #340, Roseville, CA 95661, United States -
Transamerica Financial Advisors, Inc.
● OpenTransamerica Financial Advisors, Inc. is a finance institution located at 31330 Oak Crest Drive in Westlake Village, California, United States. They are dedicated to serving the financial needs of individuals and families from all walks of life. Their independent representatives work with everyday people to help them make critical financial decisions and move towards their financial goals. Through their affiliated companies, they offer products and services from leading financial services providers, providing clients with true choice. Whether you are looking to pursue your financial goals or plan for retirement, a Transamerica Financial Advisor can help you create a strategy to feel confident in your future. Tina Dickinson, an agent licensed to sell insurance and offer securities products, is available to assist residents in specific states. It is important to consult with your own independent tax and legal professionals regarding your particular situation. Transamerica Financial Advisors, Inc. is a Member of FINRA, MSRB, and SIPC, offering securities and Investment Advisory Services. To become a registered representative, one must first become an associate with World Financial Group, Inc. For more information, visit their headquarters in Johns Creek, Georgia or contact them via phone.
31330 Oak Crest Dr #101a, Westlake Village, CA 91361, United States -
Jolene Macpherson - Thrivent
● OpenJolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.
1032 Lea Dr, San Rafael, CA 94903, United States -
Tom J. Nohr CFP RFC – Successful Financial Education Workshops
● ClosedTom J. Nohr CFP RFC – Successful Financial Education Workshops is a reputable finance institution located at 20632 Redwood Road in Castro Valley, California, United States. With a focus on comprehensive financial planning since 1986, Tom Nohr offers educational workshops for residents of AL, AR, AZ, CA, FL, NC, OR, and WA. This institution is dedicated to providing valuable information for informational purposes only and is not a solicitation to buy or sell securities. Tom Nohr is a licensed California Insurance Agent with Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Successful Financial Education Workshops are not affiliated. It is important to note that Registered Representatives of Cambridge may only conduct securities business in a specific state if properly registered or exempt. Compliance with state registration requirements is necessary for personalized investment advice and transactions in securities. For more information, please refer to Cambridge’s Form CRS (Customer Relationship Summary) and check the background of this investment professional.
20632 Redwood Rd # E, Castro Valley, CA 94546, United States -
Carol Hack - Thrivent
● OpenCarol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1515 Meridian Ave # 201, San Jose, CA 95125, United States -
Monica Bellizzi - Thrivent
● OpenMonica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
6066 McAbee Rd, San Jose, CA 95120, United States -
Kelsey Esswein - Thrivent
● OpenKelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Fred Allen - Thrivent
● OpenFred Allen - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. Licensing for this institution is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional for such guidance. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
49 Discovery Suite 140, Irvine, CA 92618, United States -
Robert Osgood - Thrivent
● OpenRobert Osgood - Thrivent is a finance institution located at 3333 Concours Street in Ontario, California, United States. Licensing for the institution is available through your State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
3333 Concours St Ste 8100, Ontario, CA 91764, United States -
Dyer Wealth Management
● OpenDyer Wealth Management, located at 5672 La Jolla Boulevard in San Diego, California, is a finance institution dedicated to helping clients succeed financially. With a focus on removing the burden of managing wealth alone, Dyer Wealth Management offers assistance in getting the right answers to all financial questions. The institution emphasizes the importance of proper planning, as the stakes are too high to risk financial failure. Through an ongoing client relationship, Dyer Wealth Management provides advisory services through Sage Capital Advisors, LLC, an SEC Registered Investment Adviser. J. Timothy Dyer also offers insurance products and services, including life insurance and annuities, to ensure comprehensive financial planning. Please note that insurance transactions are separate from investment management services and may involve commissions paid to agents.
5672 La Jolla Blvd, La Jolla, CA 92037, United States -
Aidan Dressler - Thrivent
● OpenAidan Dressler - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
445 Marine View Ave, Del Mar, CA 92014, United States -
Christopher Fenimore - Thrivent
● OpenChristopher Fenimore - Thrivent is a finance institution located at 445 Marine View Avenue, Del Mar, California, United States. They are licensed in multiple states including AZ, CA, DE, FL, NC, ND, NV, OR, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Their licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit their website for more information on their services and professional designations.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Michael Buttery - Thrivent
● OpenMichael Buttery - Thrivent is a finance institution located at 445 Marine View Avenue, San Diego, California, United States. With licenses in multiple states, including California, Arizona, and Texas, Michael Buttery is dedicated to helping individuals and families achieve their financial goals and dreams. As a licensed agent/producer of Thrivent, Michael Buttery offers insurance products, securities, and investment advisory services to provide clients with a more secure financial future. Through a comprehensive Financial Planning Framework and Dedicated Planning Services, Michael acts as a guide to help clients navigate their financial journey. Thrivent does not provide legal, accounting, or tax advice, but works with clients to create personalized financial plans. For more information on the services offered by Michael Buttery - Thrivent, visit their website or contact them for a planning conversation.
445 Marine View Ave #390, San Diego, CA 92014, United States -
Tom Wills - Thrivent
● OpenLocated at 2131 Palomar Airport Road in Carlsbad, California, Tom Wills - Thrivent is a finance institution dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With licensing in multiple states including California, Colorado, Tennessee, and Utah, our team of financial professionals, led by Tom Wills, is committed to understanding each client's unique financial situation and crafting tailored solutions. Just like a caddy supports a golfer on the course, we are here to support you in navigating the financial landscape, whether you are planning for retirement, building a legacy, or pursuing other financial goals. Through our Financial Planning Framework and Dedicated Planning Services, we offer comprehensive analysis and recommendations to help you make informed decisions. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed agents and financial advisors are dedicated to providing expert guidance and support to help you achieve financial success. Contact us today to start planning for your future.
2131 Palomar Airport Rd Suite 232, Carlsbad, CA 92011, United States -
Hannah Steege - Thrivent
● OpenHannah Steege - Thrivent is a finance institution located at 101 Parkshore Drive in Folsom, California, United States. The institution is licensed in the state of California (Insurance Lic. #4097827) and Hawaii. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so clients are advised to consult their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Licensed agents and producers of Thrivent are registered representatives of Thrivent Investment Management, Inc. Insurance products, securities, and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. For more information about professional designations and requirements, visit Thrivent's website or FINRA's Broker Check.
101 Parkshore Dr, Folsom, CA 95630, United States -
Joe Fergerson - Thrivent
● OpenJoe Fergerson - Thrivent is a finance institution located at 101 Parkshore Drive in Folsom, California, United States. The institution is licensed in the state of California with Insurance Lic. #0F58509 and also in Texas. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and a subsidiary of Thrivent. Licensed agents/producers of Thrivent are registered representatives of Thrivent Investment Management, Inc.
101 Parkshore Dr Suite 245, Folsom, CA 95630, United States -
Viking Fullerton Repair Team
● OpenViking Fullerton Repair Team is a reputable domestic appliance repair specialist located at 1598 West Ash Avenue in Fullerton, California. Established in 2014, our dedicated team of Service Engineers and office staff provide superior repairs and services for a wide range of appliances including washing machines, dishwashers, refrigerators, ovens, and more. We offer sales, installations, and on-site repairs for both domestic and commercial customers. Our professional, competitively priced, and efficient repair service is guaranteed by our well-trained and experienced appliance engineers. We also provide sales of leading appliance brands with delivery, installation, and environmentally friendly disposal of old appliances. Our services are available to the general public, landlords, letting agents, manufacturers, retailers, and insurance companies.
1598 W Ash Ave, Fullerton, CA 92833, United States -
California Pool Association
● OpenThe California Pool Association (CPA) is the premier association for pool and spa professionals, located at 2721 Citrus Road in Rancho Cordova, California. With no monthly dues, members have access to affordable insurance and other valuable benefits. CPA partners with industry leaders to provide the best resources and support for its members. If there isn't a chapter in your area, starting one is simple. Pool and spa inspectors in California can benefit from CPA's specialized insurance coverage for 2024. Stay informed on the latest electrical requirements for swimming pools in California and navigate the effects of the drought on the pool industry. Algaecides and pool cleaning techniques are also covered in CPA's resources for 2024. Testimonials from satisfied members highlight the exceptional customer service provided by CPA agents like Leo, Norma, and Tatiana. Whether you're in California, Colorado, Virginia, or Connecticut, CPA is dedicated to assisting pool and spa professionals nationwide. Switch the toggle to protect your personal information from third-party advertising. Join CPA today and elevate your pool and spa business to new heights.
2721 Citrus Rd suite a, Rancho Cordova, CA 95742, United States -
Michael A Darany, CFP , EA
● OpenMichael A Darany, CFP, EA is a reputable institution located at 3070 Bristol Street in Costa Mesa, California, United States. Specializing in accounting, finance, health, and insurance services, this institution offers expert guidance and assistance to individuals and businesses seeking to navigate the complexities of financial management. With a team of experienced professionals, including Certified Financial Planners and Enrolled Agents, Michael A Darany provides personalized solutions tailored to meet the unique needs of each client. Whether you are looking to secure your financial future, optimize your tax strategy, or protect your assets with the right insurance coverage, this institution is dedicated to helping you achieve your goals with confidence and peace of mind.
3070 Bristol St #500, Costa Mesa, CA 92626, United States -
Power Washing Pros
● OpenPower Washing Pros, located at 5510 Melvin Avenue in Los Angeles, California, is a licensed, bonded, and insured pressure washing company serving the San Fernando Valley. Our commitment to eco-friendly practices and exceptional customer service sets us apart as a leading choice for residential and commercial power washing services. At Power Washing Pros, we strive for perfection in every task we undertake, whether it's exterior building power washing or patio stucco removal. Our team is dedicated to excellence and efficiency, using innovative water reclamation systems and EPA-certified cleaning agents to ensure a thorough clean while minimizing environmental impact.
5510 Melvin Ave, Tarzana, CA 91356, United States -
1st Choice Tax and Business Solutions LLC
● Open1st Choice Tax and Business Solutions LLC is a professional institution located at 4000 Long Beach Boulevard in Long Beach, California. Specializing in accounting, finance, and insurance services, we are dedicated to providing unparalleled professional service to meet all of your business needs. In addition to our comprehensive financial services, we also offer Mobile Notary Service throughout Southern California, with our Loan Signing Agent able to print and bring all necessary documents to the closing table. Our seasoned professionals are committed to representing your organization with the highest level of expertise to ensure a successful closing.
4000 Long Beach Blvd Suite 255 A, Long Beach, CA 90807, United States -
Franklin Tax Service 1
● OpenFranklin Tax Service 1 is a premier mobile tax service located at 25920 Iris Avenue in Moreno Valley, California. Specializing in accounting and finance, we are dedicated to helping individuals, 1099/Self Employed workers, and small businesses maximize their deductions to ensure the best possible return. Our services cater to Sole Proprietorships, Partnerships, Insurance Brokers/Agents, and other Independent Contractors. Our clients have praised us for our convenience, flexibility, efficiency, and professionalism. We take pride in providing intelligent and accurate tax preparation services at a fair price, always going the extra mile to accommodate our clients' busy schedules. Whether you are a working mom, a small business owner, or an individual filer, Franklin Tax Service 1 is here to provide you with reliable, honest, and compassionate tax assistance.
25920 Iris Ave Ste 520 13A, Moreno Valley, CA 92551, United States -
Lupitas Tax Services
● OpenLupita's Tax Services is a comprehensive accounting and finance institution located at 711 East Valley Parkway in Escondido, California, United States. Specializing in income tax preparation, insurance services, and registration assistance, Lupita's Tax Services is your one-stop shop for all your financial needs in Escondido. Whether you need assistance with obtaining an ITIN, maximizing your tax refund, filing past years' taxes, setting up direct deposit, or utilizing electronic filing, Lupita's Tax Services has you covered. They also offer personal and business income tax services, helping you navigate the complexities of self-employment taxes and corporate tax benefits.
711 E Valley Pkwy, Escondido, CA 92025, United States -
New York Life
● OpenNew York Life is an insurance agency located at 135 North Broadway, Blythe, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide assistance for everyday tasks, replacing lost income due to sickness or injury, professionally managed investments, bundled investments with low fees, and investments for education expenses. New York Life offers income options, estate planning, insurance for employees and business owners, and a variety of life insurance solutions tailored to individual needs and budgets. With over 12,000 agents nationwide, they provide best-in-class products and solutions to help grow financial security and peace of mind. New York Life has a long history of accountability, diversity, responsibility, and service, and they are dedicated to making a positive impact on customers, employees, and communities. They offer resources and tools to help individuals prepare for their financial future and have a mission to contribute to a better world through charitable giving and community engagement. With a diverse workforce, New York Life reflects the communities they serve and is committed to helping families thrive.
135 N Broadway, Blythe, CA 92225, United States -
TeslaRents
● OpenWelcome to TeslaRents, your premier destination for Tesla car rentals in Los Angeles and beyond. Located at 8601 Lincoln Boulevard, Los Angeles, California, we offer an unmatched electric vehicle rental experience tailored to your needs. Whether you're planning a short vacation, a weekend getaway, or an extended business trip, our diverse fleet of Teslas has you covered. With a proven history of excellence, TeslaRents is dedicated to expanding our EV rental fleet to provide you with the best options available. Our simple booking process lets you reserve your Tesla with ease. Just click "Reserve Now," select your city and preferred vehicle, and you're set. No lines, no waiting—just a seamless rental experience.
8601 Lincoln Boulevard, Los Angeles, California 90045, United States -
Budget Truck Rental
● OpenWelcome to Budget Truck Rental Santa Fe Springs Located conveniently at 13770 Firestone Boulevard, Santa Fe Springs, California, Budget Truck Rental is your go-to destination for reliable and affordable truck rentals. Whether you're moving across town or across the state, our extensive fleet of trucks is ready to meet your needs.
13770 Firestone Boulevard, Santa Fe Springs, California 90670, United States -
Penske Truck Rental
● OpenWelcome to Penske Truck Rental, your trusted partner for all your moving needs, conveniently located at 2372-A Industry Street, Oceanside, California 92054. As an authorized Penske rental agent, we are dedicated to providing you with top-notch service and a seamless moving experience. Whether you're moving across town or across the country, we offer a variety of rental options to suit your needs. Safely transport your vehicle to your new destination with our tow dollies or car carriers. Need moving supplies? We've got you covered with a wide range of products including moving boxes, furniture pads, and hand trucks to make your move easier.
2372-A Industry Street, Oceanside, California 92054, United States -
TecHero Roofing Inc.
● OpenWelcome to TecHero Roofing Inc., your trusted partner for exceptional roofing services in Moorpark, California, and the surrounding Los Angeles and Ventura counties. Located at 207 West Los Angeles Avenue, our mission is to build roofs the right way, adhering to manufacturer guidelines and local building codes, while embodying the values of quality, honor, and respect. Our story began with David's venture into the roofing industry during a hail storm out of state. Inspired by a genuine desire to assist homeowners and businesses, he returned to California to establish TecHero Roofing. Here, we prioritize customer satisfaction and excellence in every project.
207 West Los Angeles Avenue, Moorpark, California 93021, United States
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