TOP 10 Diverse financial services in City of Industry, CA
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Vianca's Insurance & Financial Services
● ClosedVianca's Insurance & Financial Services is a reputable health and insurance agency located at 737 3rd Avenue in Chula Vista, California. Our dedicated team of professionals is committed to providing top-notch insurance and financial services to meet the diverse needs of our clients. Whether you are looking for health insurance coverage or financial planning assistance, we are here to help you navigate through the complexities of the insurance industry. Trust Vianca's Insurance & Financial Services to provide you with reliable and personalized solutions for your insurance and financial needs. Contact us today to schedule a consultation and see how we can assist you in securing your future.
737 3rd Ave B, Chula Vista, CA 91910, United States -
Strong Tie Insurance Services Inc.
● ClosedStrong Tie Insurance Services Inc. is an insurance agency located at 8135 Florence Avenue in Downey, California. Downey, known as one of the Gateway Cities in southeast Los Angeles County, has a rich history as the birthplace of the Apollo space program and the hometown of music legends Richard Carpenter and Karen Carpenter. The city is also home to the oldest operational McDonald's restaurant in the world. With a population of 111,779 according to the 2010 Census, Downey's economy is driven by industries such as utilities, wholesale trade, manufacturing, and finance & insurance. The median household income in Downey is $65,332, higher than the national average, making insurance a vital aspect of the city's economic landscape. Strong Tie Insurance offers a range of insurance services including personal life insurance, business liability insurance, commercial truck insurance, and auto insurance to meet the diverse needs of the community. With manufacturing and retail trade being the leading industries in Downey, business-related insurance policies such as workers compensation and general liability insurance are in high demand.
8135 Florence Ave #201, Downey, CA 90240, United States -
AAA Redlands Insurance and Member Services
● ClosedAAA Redlands Insurance and Member Services is a versatile institution offering a range of financial, insurance, and travel services to the residents of Redlands, California. Located at 1330 Industrial Park Avenue, this institution is dedicated to providing top-notch customer service and personalized solutions to meet the diverse needs of its members. Whether you are looking for insurance coverage, financial planning assistance, or travel booking services, AAA Redlands Insurance and Member Services has you covered. With a team of experienced professionals ready to assist you, you can trust that you are in good hands when you choose to do business with this reputable institution.
1330 Industrial Park Ave, Redlands, CA 92374, United States -
Nikssarian Insurance Services, Inc.
● ClosedNikssarian Insurance Services, Inc. is a health insurance agency located at 700 Camino El Estero in Monterey, California, United States. Our institution offers customized and cost-effective employer assistance in a rapidly changing insurance market. We provide solutions that few other brokers offer, redefining industry standards. Save time and money with our custom, bilingual proprietary election forms. We can help you establish your plan's benefit eligibility policies and keep you updated on the latest in the health insurance industry. Take advantage of cost savings by implementing HSA, HRA, and FSA programs. We can also help you counteract Covered California/Health Insurance Marketplace (HIM) notices. At Nikssarian Insurance Services, Inc., we serve a diverse group of industries all united by the need for quality healthcare.
700 Camino El Estero, Monterey, CA 93940, United States -
Visionary Insurance/Financial
● ClosedVisionary Insurance/Financial is a reputable finance and insurance agency located at 2650 Industrial Parkway in Santa Maria, California, United States. With a team of experienced professionals, we provide a wide range of insurance and financial services to meet the diverse needs of our clients. Whether you are looking for insurance coverage for your home, auto, or business, or seeking assistance with retirement planning, investments, or financial planning, our experts are here to help. At Visionary Insurance/Financial, we are committed to providing personalized solutions and excellent customer service to ensure our clients' financial security and peace of mind.
2650 Industrial Pkwy #200, Santa Maria, CA 93455, United States -
Strong Tie Insurance Services Inc.
● ClosedLocated in Huntington Park, California, Strong Tie Insurance Services Inc. is a thriving insurance agency in the heart of the Gateway Cities district of southeastern Los Angeles County. With a population of 58,921 and a median age of 30, Huntington Park boasts a diverse community with a strong Hispanic presence. The city's economy is driven by industries such as Manufacturing, Wholesale Trade, and Transportation, providing ample opportunities for employment. As one of the best paying industries in the area, the insurance sector is flourishing in Huntington Park. Strong Tie Insurance Services Inc. offers a range of insurance services, including workers compensation, commercial truck insurance, and property insurance. With a focus on providing personalized and reliable service, the agency helps clients navigate the complex world of insurance to find the best coverage for their needs.
3235 Florence Ave, Huntington Park, CA 90255, United States -
Atlas General Insurance Services
● ClosedAtlas General Insurance Services is a leading insurance provider located at 6165 Greenwich Drive in San Diego, California, United States. With a strong commitment to providing top-notch insurance solutions, Atlas General Insurance Services offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced professionals is dedicated to delivering exceptional customer service and personalized insurance solutions to ensure peace of mind and financial protection for their clients. Whether you are looking for personal insurance coverage or commercial insurance solutions, Atlas General Insurance Services is the trusted choice for all your insurance needs.
6165 Greenwich Dr # 200, San Diego, CA 92122, United States -
Jila Insurance Services
● ClosedJila Insurance Services is a reputable health insurance agency located at 5807 California 27 in Los Angeles, California, United States. Our dedicated team of professionals is committed to providing top-notch insurance services to meet the diverse needs of our clients. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best policy for your needs. With our personalized approach and extensive industry knowledge, you can trust Jila Insurance Services to protect your health and financial well-being. Contact us today to learn more about our services and how we can help you secure the right insurance coverage.
5807 CA-27, Woodland Hills, CA 91367, United States -
City National Bank
● ClosedCity National Bank, located at 1315 Lincoln Boulevard in Santa Monica, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are ready to assist you with all of your financial needs. Since our establishment in 1954, we have been dedicated to helping our clients, colleagues, and communities succeed. Our commitment to integrity and building strong client relationships sets us apart in the industry. In addition to personal, private, and business banking services, City National also offers wealth management, brokerage, leasing services, and software solutions. We pride ourselves on our company culture that promotes diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, you can trust City National Bank to provide personalized solutions tailored to your specific financial goals. Choose City National Bank for a personalized banking experience that goes above and beyond to help you thrive.
1315 Lincoln Blvd #110, Santa Monica, CA 90401, United States -
Middlebury Institute of International Studies at Monterey
● ClosedThe Middlebury Institute of International Studies at Monterey, located in Monterey, California, is a graduate school of Middlebury College that offers in-person and online master's programs to transform your global career. The institute is home to leading experts in global security, sustainability, development, education, and language services who will mentor you in advancing understanding, promoting peace, and driving change for a more just world. Students have the opportunity to participate in experiential learning trips, crisis simulations, and presentations at national competitions. With a focus on language studies and practical solutions, the institute prepares students for rewarding careers in high-demand global industries. The diverse student body and dedicated faculty create a unique and dynamic learning environment where students can gain valuable skills and experiences. Graduates of the institute have gone on to work in a variety of fields, from international security to education to translation and interpretation. With scholarships, grants, and other financial aid options available, the Middlebury Institute offers an affordable investment in your future as a global leader.
460 Pierce St, Monterey, CA 93940, United States -
Prudential | Rosa Sun | Life Insurance & Financial Services
● OpenPrudential | Rosa Sun | Life Insurance & Financial Services is a reputable finance and insurance agency situated at 17700 Castleton Street in the City of Industry, California, United States. We offer a range of insurance and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving your financial goals.
17700 Castleton St, City of Industry, CA 91748, United States -
Fiesta Auto Insurance & Tax Service
● ClosedFiesta Auto Insurance & Tax Service is a reputable finance and insurance agency located at 1700 17th Street in Santa Ana, California, United States. With a strong commitment to providing top-notch services, they offer a wide range of insurance products and tax services to meet the diverse needs of their clients. Whether you're looking for auto insurance, home insurance, or assistance with your taxes, Fiesta Auto Insurance & Tax Service is here to help. Their team of knowledgeable professionals is dedicated to ensuring that you receive the best possible coverage and financial guidance. Visit them today to experience their exceptional customer service and expertise in the industry.
1700 17th St a, Santa Ana, CA 92705, United States -
Merrill Lynch Financial Advisor Oscar S Robles
● ClosedMerrill Lynch Financial Advisor Oscar S Robles is located at 700 Main Street in Napa, California, United States. Specializing in finance, Oscar has been recognized for his exemplary client service and financial skills. With over 15 years of experience in the industry, he works closely with clients in California and beyond, helping them plan for their financial future. Oscar is fluent in both English and Spanish, allowing him to assist a diverse range of clients. Oscar's dedication extends beyond his work as a financial advisor. He is actively involved in various community organizations, including CHI and HOLA, and is committed to giving back to the community. With a background in cinema and anthropology, Oscar brings a unique perspective to financial planning and is passionate about helping his clients achieve their goals.
700 Main St, Napa, CA 94559, United States -
B. Riley Advisory Services
● ClosedB. Riley Advisory Services, located at 19800 Macarthur Boulevard in Irvine, California, United States, is a finance institution that delivers unparalleled value for every financial need. With over 27 years of experience, B. Riley Financial, Inc. offers tailored financial solutions to meet the strategic, operational, financial advisory, and capital needs of its clients through a diverse range of collaborative and complementary business capabilities. The institution's diverse suite of business capabilities goes beyond traditional financial service offerings, providing full-service, collaborative solutions at every stage of the business life cycle and in all market conditions. B. Riley Advisory Services is known for its demonstrated execution across the platform and its willingness to invest its own capital in opportunities derived from the platform. The institution has acquired various businesses and established new divisions to enhance its wealth management platform, expand its financial advisory services, and provide end-to-end solutions for distressed real estate values. Additionally, B. Riley Advisory Services has launched a Special Purpose Acquisition Company (SPAC) and a Specialty Lending division, further solidifying its position as a leader in the finance industry.
19800 MacArthur Blvd # 820, Irvine, CA 92612, United States -
Merrill Lynch Financial Advisor Victor Ng
● ClosedMerrill Lynch Financial Advisor Victor Ng, located at 7825 Fay Avenue, San Diego, California, United States, is a trusted institution in the finance industry. With over 13 years of experience, Victor Ng offers multigenerational wealth management services to clients, focusing on simplifying complex financial issues for wealth creation-oriented individuals and business owners. His client-focused approach is grounded in providing time-tested investment and planning principles to help clients achieve their short-term and long-term financial goals. Victor is dedicated to building long-lasting relationships with clients, offering advice on diverse wealth management issues such as retirement, liquidity, and philanthropy. He is actively involved in the community, volunteering with organizations such as the Humane Society and Feeding America. By understanding each client's unique goals and priorities, Victor works to create personalized financial plans that evolve with changing life circumstances and market fluctuations. With access to the resources of Merrill and Bank of America, clients can benefit from premier customer service and tailored financial solutions. Contact Merrill Lynch Financial Advisor Victor Ng to start building a personalized plan that aligns with your financial goals and priorities.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
Merrill Lynch Financial Advisor Susan Lyle
● ClosedMerrill Lynch Financial Advisor Susan Lyle is a dedicated First Vice President offering personalized financial services at 700 Main Street, Napa, California. With over three decades of experience in the finance industry, Susan prides herself on making finance approachable and enjoyable for her diverse clientele. She works collaboratively with clients to navigate life's transitions and prepare for major milestones. Susan's expertise in wealth management and investment strategies helps clients achieve their financial goals, whether planning for retirement, purchasing a home, or funding education. She is supported by a team of specialists at Merrill and Bank of America, ensuring comprehensive financial solutions tailored to each client's unique needs. Susan's personalized approach, combined with her passion for helping others, sets her apart as a trusted financial advisor in Napa. Visit Merrill Lynch Wealth Management to start building a customized investment approach to pursue your financial goals.
700 Main St, Napa, CA 94559, United States -
Merrill Lynch Financial Advisor Charles A Phelps
● ClosedMerrill Lynch Financial Advisor Charles A Phelps, located at 101 South Ellsworth Avenue in San Mateo, California, offers personalized wealth management services through Phelps-Ting & Associates. The team believes in building strong relationships through teamwork and involvement, utilizing the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. They strive to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Phelps-Ting & Associates works with a diverse clientele, including entrepreneurs, entertainers, athletes, tech professionals, executives, and leaders in various industries. They provide advice and guidance on various aspects of your financial world, helping you invest, manage income, plan for retirement, and build a foundation for future generations.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Cary T Koh
● ClosedMerrill Lynch Financial Advisor Cary T Koh, located at 101 South Ellsworth Avenue in San Mateo, California, offers comprehensive finance services. Ting & Associates, the team behind Merrill Lynch Financial Advisor Cary T Koh, believes in building strong relationships through teamwork and involvement. They provide access to global investment capabilities and banking convenience through Bank of America. The institution is dedicated to being your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. Ting & Associates works with a diverse clientele including entrepreneurs, entertainers, athletes, tech gurus, executives, and leaders in various industries. They offer wealth management services tailored to each client's unique goals and objectives, focusing on long-term commitment and insight. The team at Ting & Associates helps clients make informed choices about their finances, aiming to build a foundation for generations to come.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States -
Merrill Lynch Financial Advisor Sean H Balkhi
● ClosedMerrill Lynch Financial Advisor Sean H Balkhi is a seasoned professional with over 20 years of experience in wealth management. Located at 28202 Cabot Road, Laguna Niguel, California, United States, Sean works with a diverse clientele across California and 15 other states. His expertise lies in crafting customized financial strategies tailored to individual goals and objectives. Sean's background as a former mechanical engineer with the Department of Defense gives him a unique perspective on market dynamics and investment analysis. He is dedicated to providing clients with transparent and personalized financial solutions, ensuring that their best interests are always the top priority.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Jeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJeremy Taylor - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 29826 Haun Road, Menifee, California, United States, is a finance institution offering a wide range of certifications and designations to ensure that their advisors are equipped to provide top-notch financial services to their clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the advisors at Jeremy Taylor - Private Wealth Advisor are well-versed in asset management, estate planning, retirement planning, investment strategies, and more. They are committed to upholding a code of ethics and staying up-to-date with the latest industry knowledge through ongoing education and training.
29826 Haun Rd Ste 206, Menifee, CA 92586, United States -
Daniel Bodemeijer - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Bodemeijer, a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 100 East Thousand Oaks Boulevard in Thousand Oaks, California, offers a range of financial services to meet the diverse needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Daniel Bodemeijer is equipped to provide expert advice on asset management, estate planning, retirement planning, investment opportunities, insurance products, and more. As a Chartered Financial Consultant and Certified Financial Planner™, Daniel Bodemeijer upholds the highest standards of excellence and ethics in the financial industry. Whether you are planning for retirement, managing investments, or navigating the complexities of estate planning, Daniel Bodemeijer has the expertise to help you achieve your financial goals.
100 E Thousand Oaks Blvd STE 290, Thousand Oaks, CA 91360, United States -
Merrill Lynch Financial Advisor Carlos Mladineo
● ClosedMerrill Lynch Financial Advisor Carlos Mladineo is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Lending services are provided through Bank of America, N.A. The institution offers personalized wealth analysis to help clients build a customized financial plan centered on their goals. With a team supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. The institution caters to a diverse group of affluent clients from various industries and backgrounds, including private business owners, venture-backed founders, corporate executives, and finance leaders. They provide comprehensive wealth management services tailored to reflect each client's unique circumstances, priorities, and values. The institution's approach is grounded in an extensive discovery process to create a clear picture of clients' financial situations and help them achieve their goals. They offer assistance with financing, estate planning, charitable giving, and more. The team at Merrill Lynch Financial Advisor Carlos Mladineo is dedicated to simplifying all aspects of their clients' financial lives and ensuring they are on track to achieve their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Best Accounting and CPA in Orange County Tehrani & Velez, LLP
● ClosedLocated in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.
9180 Irvine Center Dr, Irvine, CA 92618, United States -
Golden Gate Financial
● ClosedWelcome to Golden Gate Financial, your trusted partner in navigating the mortgage landscape. Located at 765 Baywood Drive, Suite 339, Petaluma, California, we are a full-service mortgage provider with over 35 years of industry experience. Our commitment is to fulfill your mortgage needs by offering low rates and low costs, making us one of the top Wholesale Brokers in California. Serving clients throughout the Bay Area, including Petaluma, Santa Rosa, Sacramento, and beyond, we provide a wide range of mortgage solutions tailored to meet your unique needs. We specialize in FHA and VA mortgage loans, as well as Jumbo Loans for those seeking financing that exceeds conventional loan limits.
765 Baywood Drive, Petaluma, California 94954, United States -
Bank of America Financial Center
● ClosedWelcome to Bank of America Financial Center, conveniently located at 121 Windward Avenue, Los Angeles, California 90291. As a trusted leader in the banking and finance industry, we are committed to providing exceptional financial services to meet the diverse needs of our community. Our Los Angeles branch offers a wide range of services, including personal and business banking, investment advice, mortgage solutions, and wealth management. Our team of experienced professionals is dedicated to helping you achieve your financial goals with personalized solutions and expert guidance. Visit us today to experience our customer-focused approach and discover how we can support your financial journey. Whether you're opening a new account, applying for a loan, or seeking investment advice, Bank of America Financial Center is here to assist you every step of the way.
121 Windward Avenue, Los Angeles, California 90291, United States -
Bank of America Financial Center
● ClosedWelcome to the Bank of America Financial Center, conveniently located at 12316 West Washington Boulevard, Los Angeles, California 90066. As a trusted leader in the banking and finance industry, we are committed to providing exceptional financial services to meet the diverse needs of our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to assist you every step of the way. Our modern facility offers a wide range of services including personal banking, business banking, investment solutions, and more. Visit us today and experience the personalized service that makes Bank of America a preferred choice for financial solutions in Los Angeles. We look forward to helping you achieve your financial goals.
12316 West Washington Boulevard, Los Angeles, California 90066, United States -
Sumitomo Corporation of America
● OpenWelcome to Sumitomo Corporation of America, your trusted partner in finance, located in the heart of Los Angeles, California. Situated at 6100 Center Drive, our office is dedicated to providing exceptional financial services and solutions tailored to meet the unique needs of our clients. As a leading force in the finance industry, we pride ourselves on our commitment to innovation, integrity, and excellence. Our team of experienced professionals is here to guide you through a diverse range of financial opportunities, ensuring your goals are met with precision and care. At Sumitomo Corporation of America, we are not just about numbers; we are about building lasting relationships and empowering our clients to achieve financial success. Visit us today and discover how we can help shape your financial future.
6100 Center Drive, Los Angeles, California 90045, United States -
Royal Bank of Canada Wealth Managemen
● OpenWelcome to RBC Wealth Management, located at 2361 Rosecrans Avenue, El Segundo, California. As a premier provider of financial and investment services, we are dedicated to helping you achieve your life goals through a personalized and strategic approach. Our team combines deep industry knowledge with innovative technology to craft wealth management strategies that are tailored to your unique needs and aspirations. At RBC Wealth Management, we understand that your financial journey is about more than just numbers—it's about what matters most to you, whether it's securing your family's future, growing your business, or making a meaningful impact through philanthropy. Our advisors work closely with you to develop flexible plans that adapt to life's inevitable changes, ensuring that your wealth is protected and can flourish for generations to come.
2361 Rosecrans Avenue, El Segundo, California 90245, United States -
Industrial And Commercial Bank Of China
● OpenIndustrial and Commercial Bank of China - Torrance Branch Welcome to the Industrial and Commercial Bank of China (ICBC), located in the heart of Torrance, California. As one of the leading financial institutions in the world, ICBC is committed to providing exceptional banking and financial services to both individuals and businesses in the United States.
Torrance, California 90505, United States -
Bettis Insurance Services, Inc
● ClosedWelcome to Bettis Insurance Services, Inc., your trusted insurance agency located in the heart of Los Angeles, California. Situated at 1725 South Gaffey Street, our firm is dedicated to providing personalized insurance solutions tailored to meet the unique needs of our diverse clientele. With years of experience in the industry, our team of knowledgeable professionals is committed to helping you navigate the complexities of insurance, ensuring that you and your assets are well-protected. Whether you are seeking coverage for your home, vehicle, business, or personal health, Bettis Insurance Services, Inc. offers a comprehensive range of policies from leading insurers. Our mission is to deliver exceptional service with integrity, reliability, and a personal touch. Visit us today to discover how we can help secure your future.
1725 South Gaffey Street, Los Angeles, California 90731, United States
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