TOP 10 Family and community support services in City of Industry, California
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Marblestone Insurance
● OpenMarblestone Insurance, located at 555 Veterans Boulevard in Redwood City, California, is dedicated to helping individuals and businesses build their financial futures with a focus on long-term care needs. The institution's financial professionals regularly attend industry training and certification programs to stay up-to-date on the latest changes in the long-term care industry. Karen, a member of the Marblestone Insurance team, specializes in long-term care planning and is committed to educating clients on important changes in the industry. Alan, the Director of Operations, joined Marblestone Insurance after his father was diagnosed with Alzheimer's disease, realizing the emotional and financial challenges of long-term care situations.
555 Veterans Blvd, Redwood City, CA 94063, United States -
Paul Ricatto - State Farm Insurance Agent
● ClosedPaul Ricatto - State Farm Insurance Agent is a reputable insurance agency located at 141 Duesenberg Drive in Westlake Village, California. Situated next to the Fire Station and just down the street from the Post Office, our office is conveniently located on the border of Westlake Village and Thousand Oaks. With over 48 years of experience in the insurance industry, Paul Ricatto and his team are dedicated to providing personalized insurance solutions for you and your family's future. As a long-time resident of Thousand Oaks, Paul Ricatto has deep roots in the community and a strong commitment to helping his neighbors protect what matters most. Whether you are looking for auto, home, life, or business insurance, our team is here to help you find the right coverage to meet your needs.
141 Duesenberg Dr STE 12, Westlake Village, CA 91362, United States -
Farmers Insurance - Greg Safady
● OpenFarmers Insurance - Greg Safady is a family-oriented insurance agency located at 2625 Townsgate Road, Westlake Village, California. As a local Farmers agent with over a decade of experience in the insurance industry, Greg Safady provides a one-stop shop for all insurance needs, including auto, home, life, earthquake, and business insurance. The agency is community service-driven and a member of the Conejo Valley Chamber. Greg Safady takes pride in offering comprehensive coverage and personalized service to clients in Thousand Oaks, CA, and invites you to join the Farmers Family. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Greg Safady can help you customize a plan to protect your assets and provide financial support for your loved ones. Contact Greg Safady today for a consultation and learn about insurance discounts that can help you save money.
2625 Townsgate Rd STE 220, Westlake Village, CA 91361, United States -
Farmers Insurance - Colleen Quiles
● ClosedFarmers Insurance - Colleen Quiles is a trusted insurance agency located at 19524 Nordhoff Street in Los Angeles, California. As your local Farmers agent in Northridge, CA, Colleen Quiles and her team are dedicated to helping customers find the insurance coverage that best fits their needs. With years of experience and knowledge in the industry, they offer personalized assistance to make you smarter about insurance options, including auto, home, renters, life, and business insurance. They are licensed in California, Idaho, and Texas, catering to the English and Spanish-speaking community. Colleen Quiles is also a Board Member for the Fighting for Families non-profit organization and a recipient of the 2023 Small Business Award from the United Chambers of Commerce. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Farmers Insurance - Colleen Quiles is here to help. Contact them today for a consultation and learn about their insurance discounts that can help you save money.
19524 Nordhoff St #7, Northridge, CA 91324, United States -
New York Life
● OpenNew York Life is a renowned finance and insurance agency located at 1881 East Commercenter Circle, San Bernardino, California, United States. Offering permanent policies with guaranteed death benefits and cash value growth, as well as customizable long-term coverage options, New York Life provides expert guidance to help you plan for your financial future. With professionally managed investments, low-fee bundled options, and specialized solutions for education expenses, income replacement, and estate planning, New York Life is dedicated to helping individuals and families thrive. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life supports communities through charitable giving and volunteer initiatives. Whether you're just starting to plan for your financial future or need help managing a complex situation, New York Life's agents are ready to tailor flexible solutions to meet your needs and budget. With high financial strength ratings and a commitment to giving back, New York Life is a trusted partner in securing your financial security and peace of mind.
1881 E Commercenter Cir, San Bernardino, CA 92408, United States -
Farmers Insurance - Phil Levi
● ClosedFarmers Insurance - Phil Levi is an insurance agency located at 9820 Willow Creek Road, San Diego, California, United States. They offer the opportunity to build a family legacy and establish generational wealth as a Farmers agency owner. With unlimited income potential, agency owners can set their goals and work towards building wealth beyond themselves. Whether you choose to build or buy your agency, Farmers provides entry programs and experienced professionals to guide you through the process. As a small business owner, they understand the importance of planning for the future and offer solutions like Buy-Sell Agreements funded by life insurance policies. Agency owners at Farmers make a real difference in their clients' lives by protecting their assets and being there when tragedy strikes. By supporting local community initiatives, Farmers agency owners become valued leaders who make a positive impact. With over 85 years of experience, Farmers Insurance Group of Companies offers a variety of insurance and financial services products. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit their website for more information on available products and services.
9820 Willow Creek Rd Ste 250, San Diego, CA 92131, United States -
Carters pet mart inc
● OpenCarter's Pet Mart Inc. is a family-owned and operated institution located at 1379 South Lower Sacramento Road, Lodi, California. With over 25 years of experience in the pet supply industry, we are dedicated to serving the Stockton community's pet needs. Owned by Ryan and Kelli Carter, our business has grown from humble beginnings to a premier 15,000 sq. ft. space in College Square, Stockton, with additional locations in Manteca and Modesto. At Carter's Pet Mart, we offer a wide selection of high-quality products for dogs, cats, fish, reptiles, birds, small animals, and more. Sign up for our email list to receive monthly sales and coupons directly in your inbox. With great deals on food, treats, toys, and more, shopping at Carter's Pet Mart not only supports local business but also saves you money on your pet supplies.
1379 S Lower Sacramento Rd Suite 503, Lodi, CA 95242, United States -
Lauren Scott
● OpenLauren Scott is a renowned health institution located at 4456 Black Avenue in Pleasanton, California, United States. This institution is dedicated to providing top-quality healthcare services to the community, with a focus on promoting overall wellness and improving the health of its patients. With a team of experienced and compassionate healthcare professionals, Lauren Scott offers a wide range of medical services and treatments to meet the diverse needs of its patients. Whether you are in need of routine check-ups, specialized treatments, or personalized care, Lauren Scott is committed to providing exceptional healthcare in a welcoming and supportive environment.
4456 Black Ave #200, Pleasanton, CA 94566, United States -
North County Aikikai
● OpenNorth County Aikikai is a health institution located at 813 Academy Drive in Solana Beach, California. Our school is dedicated to the art of Aikido, following the teachings of Morihei Ueshiba and T.K. Chiba Shihan. We strive to control aggression without causing harm, embodying the art of peace. Our community of Aikido practitioners values mutual respect and commitment, engaging in rigorous training rooted in Japanese culture and etiquette. Chief instructor Coryl Crane Shihan, who trained under Chiba Shihan for over 30 years, leads our school with traditional principles while incorporating her own cultural experiences.
Academy Industrial Building, 813 Academy Dr, Solana Beach, CA 92075, United States -
Autism Spectrum Therapies (AST)
● ClosedAutism Spectrum Therapies (AST) is a health institution located in Ontario, California, United States, at 3257 East Guasti Road. Specializing in ABA Therapy in the Inland Empire, AST offers compassionate and personalized therapy for children and young adults with autism. The institution understands that each child is unique and tailors therapy to meet their individual needs, behaviors, and personalities. AST believes in empowering children with autism to lead happy and fulfilling lives by fostering their confidence and resiliency. With services in Murrieta, Palm Springs, Riverside, San Jacinto, and Temecula, AST offers therapy in various settings such as in-home, community, learning centers, schools, preschools, and through telehealth. The institution focuses on creating a supportive play-based atmosphere where children can thrive, boost skills, foster friendships, and receive the behavioral support they need to succeed.
3257 E Guasti Rd # 210, Ontario, CA 91761, United States -
Autism Spectrum Therapies (AST)
● ClosedAutism Spectrum Therapies (AST) is a health institution located at 2150 River Plaza Drive in Sacramento, California, United States. Specializing in ABA therapy in Northern California, AST offers personalized and compassionate services tailored to the unique needs of each child or young adult with autism. Led by clinical director Kelley and Vice President of Clinical Services Jocelyn Thompson, AST focuses on fostering confidence and resiliency in individuals with autism to empower them to lead fulfilling lives. Services are provided in various settings, including in-home, community, learning centers, schools, and through telehealth. AST also offers summer social skills programs and advocates for autism services through public policy. With a team of dedicated professionals like behavior analyst Genevieve Marshall and clinical director Brandon Whitfield, AST is committed to making a positive impact in the lives of individuals with autism and their families. If you are looking to make a difference in the healthcare industry, consider joining AST and becoming a behavior technician to help support individuals with autism on their journey to success.
2150 River Plaza Dr Suite 410, Sacramento, CA 95833, United States -
Newport Academy
● OpenNewport Academy, located at 2001 Wilshire Boulevard in Santa Monica, California, is a leading institution specializing in teen mental health and substance abuse treatment. Our dedicated admissions counselors are here to guide you through the first steps towards healing. We work with top health insurance plans to support families in need. At Newport Academy, we offer personalized treatments led by experts in the field of adolescent mental health. Our outpatient program caters to teens facing psychological, behavioral, and substance abuse issues, providing ongoing support and connection for the entire family. Virtual and in-person events and support groups are available for both teens and parents.
2001 Wilshire Blvd #525, Santa Monica, CA 90403, United States -
Silver Lake Psychology
● OpenSilver Lake Psychology, located at 1901 Harrison Street in Oakland, California, is a health institution that believes therapy should be affordable and accessible. They accept most HMO and PPO insurance plans, as well as offering affordable pricing options for those without insurance. With no wait lists, they are always accepting new clients and offer day, evening, and weekend appointments. The therapists at Silver Lake Psychology have been hand-picked for their expertise and certifications in evidence-based therapy. Counseling is tailored to each individual's specific needs and is both artful and rooted in sound, research-based techniques. Their diverse network of therapists allows for personalized therapy to meet unique needs.
1901 Harrison St Suite 1100, Oakland, CA 94612, United States -
Era Thompson
● OpenEra Thompson is a leading health institution located at 1711 Vía El Prado in Redondo Beach, California, United States. Our dedicated team of healthcare professionals is committed to providing high-quality care and personalized treatment plans to improve the well-being of our patients. From routine check-ups to specialized medical services, Era Thompson offers a wide range of healthcare services to meet the needs of individuals and families in the community. Visit us today to experience compassionate and comprehensive healthcare in a welcoming environment.
1711 Vía El Prado, Redondo Beach, CA 90277, United States -
ADOC
● OpenADOC is a leading healthcare institution located at 600 City Parkway West, Orange, California, United States. Specializing in providing top-notch medical care, ADOC offers a wide range of services to meet the healthcare needs of individuals and families in the community. With a team of skilled doctors and healthcare professionals, ADOC is committed to delivering exceptional patient care and promoting overall wellness. Whether you are in need of a routine check-up or seeking treatment for a specific health condition, ADOC is dedicated to providing personalized and compassionate care to every patient. Experience quality healthcare at ADOC and take control of your health today.
600 City Pkwy W #400, Orange, CA 92868, United States -
Sherwin Shafiee - State Farm Insurance Agent
● ClosedSherwin Shafiee - State Farm Insurance Agent is a reputable insurance agency located at 16733 Ventura Boulevard in Los Angeles, California. Adjacent to Mercedes Benz of Encino and Mitzvahland, this agency offers a wide range of insurance services to meet the needs of the community. With over 17 years of experience in the insurance industry, Sherwin Shafiee and his team can assist with auto, home, business, and specialty insurance needs such as high brush homes, exotic cars, jewelry, and fine art. They are dedicated to educating and providing excellent service to customers in English, Spanish, and Farsi. Whether you need auto insurance, homeowner insurance, life insurance, or health insurance, Sherwin Shafiee's team is here to help. With free, same-day quotes available, they strive to find a customized plan that works best for you. Additionally, the agency offers valuable tips on playground safety and managing emergency funds. By choosing Sherwin Shafiee - State Farm Insurance Agent, you become part of their family and can expect top-notch customer service and support.
16733 Ventura Blvd Ste 9, Encino, CA 91436, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
700 Main St, Napa, CA 94559, United States -
Merrill Lynch Financial Advisor Benjamin Garrison
● ClosedMerrill Lynch Financial Advisor Benjamin Garrison, located at 2 Belvedere Place, Mill Valley, California, United States, is a dedicated finance institution committed to building strong relationships with clients. With a team of accessible, knowledgeable, and experienced advisors, the institution focuses on helping clients make important financial decisions for themselves and their families. The team at Merrill Lynch Financial Advisor Benjamin Garrison works towards understanding each client's personal planning strategy, whether it's funding education, planning for retirement, or managing wealth transfer. By taking into account individual perspectives and priorities, the institution aims to simplify the complexities of finance and make planning for the future an exciting journey towards reaching financial goals.
2 Belvedere Pl Suite 100, Mill Valley, CA 94941, United States -
Merrill Lynch Financial Advisor Kate Ma Martinez
● ClosedMerrill Lynch Financial Advisor Kate Ma Martinez is a finance institution located at 101 South Ellsworth Avenue, San Mateo, California, United States. Kate has been in the financial services industry since 1998 and joined Merrill Lynch Wealth Management in 2008. She is dedicated to listening carefully to her clients, understanding their personal and financial matters, and developing customized strategies to address their needs. Kate holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor (CRPC). She speaks fluent Mandarin and Cantonese and enjoys spending time with her family, hiking, cooking, and gardening. Kate is a dedicated volunteer at her children’s school and is committed to serving the community. As a Merrill Lynch Wealth Management Advisor, Kate focuses on helping clients achieve their financial goals by developing personalized plans centered on their objectives. She believes that financial success can be achieved by making informed investment decisions that align with each client's unique goals and priorities. Kate uses the Investment Personality Assessment to gain a deeper understanding of her clients' investing preferences and customize their financial approach accordingly. By regularly reviewing and adjusting her clients' financial strategies, Kate helps them stay on track to reach their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Kate works collaboratively with her clients to address their financial needs and help them pursue their aspirations. Whether clients are planning for retirement, saving for a home, or funding their children's education, Kate is dedicated to providing guidance and support to help them achieve their financial objectives.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 101 South Ellsworth Avenue in San Mateo, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, businesses, executives, and institutions. The experienced advisors at the branch provide tailored financial strategies based on years of combined knowledge and expertise in wealth management. In addition to traditional investments, retirement income planning, and guidance on concentrated stock positions, Merrill Lynch Wealth Management also offers access to Bank of America's estate planning services. The advisors at the branch are dedicated to client service and satisfaction, working closely with clients to understand their financial goals and create strategies to help them achieve long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and non-profit organizations. As a Merrill client, you have access to industry-skilled advisors, investing insights, and technological resources to help you pursue your financial and life goals. If you are passionate about helping clients reach their financial goals, consider a role as a Merrill Financial Solutions Advisor and receive training and support from the Academy at Bank of America. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering the critical skills and knowledge needed to assist individuals in pursuing their unique financial goals. Please note that investing involves risk and it is important to consult with legal and tax advisors before making any financial decisions.
101 S Ellsworth Ave 4th Floor, Suite 400, San Mateo, CA 94401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.
1111 Broadway 22nd Floor, Oakland, CA 94607, United States -
Quorum Private Wealth
● ClosedQuorum Private Wealth, located in Danville, California, is a finance institution that provides objective advice and effective solutions for the complex financial challenges faced by busy, successful individuals. They work with multigenerational families, business owners, professionals, and executives, putting their clients at the center of their services. The experienced and collaborative team at Quorum Private Wealth acts as a financial sounding board, offering comprehensive advice on investments, insurance, estate planning, taxes, and more. They aim to simplify their clients' financial affairs and provide peace of mind through personalized solutions. In addition to their industry recognition for outstanding professional service, the team at Quorum Private Wealth is actively involved in supporting their communities through volunteer work. With a personalized approach and a commitment to their clients' best interests, Quorum Private Wealth strives to make a difference in the financial well-being of their clients.
345 Hartz Ave, Danville, CA 94526, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 150 Parker Street in Vacaville, California, is a leading financial institution offering a wide range of wealth management services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. We go beyond traditional wealth planning advice to provide retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, working closely with clients to understand their personal and professional goals. With access to industry analysts and specialists, we create tailored financial strategies to meet each client's long-term objectives. Additionally, our branch is actively involved in charitable outreach, supporting the communities in which we live and work.
150 Parker St, Vacaville, CA 95688, United States -
K.A.D. Alliance, Inc.
● ClosedK.A.D. Alliance, Inc. is a specialized institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. We focus on accounting and finance services, helping businesses and individuals go beyond their goals by providing expert guidance and support. Our services include business bookkeeping, accounting, tax preparation, audit assistance, financial consulting, and CFO services. With over 10 years of experience in bookkeeping for restaurant franchises, we have extensive knowledge of restaurant operations and franchise management. Our team of professionals is dedicated to delivering outstanding services that position our clients for success in today's complex business and tax environment.
6101 Bollinger Canyon Rd Ste 371, San Ramon, CA 94583, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 3255 West March Lane in Stockton, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. Our advisors offer financial strategies based on years of combined knowledge and experience in wealth management. Additionally, we go beyond wealth planning advice and guidance by providing retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We are actively involved in charitable outreach to support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, a disciplined wealth planning platform, and technological resources. Our culture is dedicated to providing ongoing professional training, mentoring, and technology for both new and experienced advisors. We help clients with individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and you should consult your legal and tax advisors before making any financial decisions.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
200 E Franklin St, Monterey, CA 93940, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 1020 Marsh Street in San Luis Obispo, California, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. With a team of experienced advisors who offer personalized financial strategies based on years of wealth management knowledge, Merrill Lynch goes beyond traditional advice by providing retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Committed to client service and satisfaction, Merrill Lynch advisors work collaboratively with clients to identify their goals and create tailored financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the institution supports local communities and nonprofit organizations, reflecting a dedication to giving back and maintaining vibrant, healthy neighborhoods.
1020 Marsh St, San Luis Obispo, CA 93401, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a prestigious finance institution located at 1424 State Street, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets, offering personalized wealth planning strategies. Beyond traditional investments, we can assist with retirement income planning, concentrated stock positions, and estate planning services through Bank of America. Our dedicated advisors prioritize client service and satisfaction, collaborating with industry analysts to create tailored financial strategies that align with your long-term objectives. Through volunteerism and charitable outreach, we support the communities in which we live and work. Whether you're a seasoned investor or just starting out, our advisors are committed to helping you achieve your financial and life goals. Join us in building a brighter future together.
1424 State St, Santa Barbara, CA 93101, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management is a finance institution located at 1096 Coast Village Road, Santa Barbara, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. We offer personalized financial strategies, retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are committed to client service and satisfaction, helping clients identify their goals and creating financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, we support the communities where we live and work. As a Merrill client, you have access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources. Our culture provides professional training, mentoring, and technology for new and experienced advisors. We offer individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch has been training financial advisors since 1946. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Our services include brokerage, investment advisory, and other services. We are a registered broker-dealer and investment adviser, and a wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. and its agents. Banking products are provided by Bank of America, N.A. and affiliated banks.
1096 Coast Village Rd, Santa Barbara, CA 93108, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 5080 California Avenue in Bakersfield, California, is a premier finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning. Our experienced advisors offer tailored financial strategies, retirement income planning, guidance on investments, and access to estate planning services. We prioritize client service and satisfaction, working closely with you to understand your goals and create personalized financial strategies. As part of the community, we are committed to giving back through volunteerism and charitable outreach. With access to Merrill's resources and industry insights, our advisors are equipped to help you pursue your financial and life goals. Whether you are just starting out in your career or looking to expand your financial expertise, Merrill offers professional training, mentoring, and technology to support your growth. Let us work together to help you achieve your goals and secure your financial future.
5080 California Ave Suite 102, Bakersfield, CA 93309, United States
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- family and community support services in Whittier
- family and community support services in Yorba Linda
List of local businesses, places and services in California
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