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TOP 30 Family financial planning in National City, CA
76 results found
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National Life
National Life is a renowned insurance agency located at 101 Metro Drive, San Jose, California, United States. With a strong reputation for providing reliable and comprehensive insurance solutions, National Life is dedicated to helping individuals and families protect their assets and secure their financial future. Their team of experienced professionals is committed to delivering personalized service and tailored insurance plans to meet the unique needs of each client. Whether you are looking for life, health, or property insurance, National Life is the trusted choice for safeguarding what matters most to you.
Kevin Schultz, Washington National Agent
Kevin Schultz, Washington National Agent is an insurance agency located at 271 King Daniel Lane in Goleta, California. As a trusted representative of Washington National, Kevin Schultz offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning, Kevin Schultz is dedicated to providing personalized and professional guidance to help you make informed decisions about your insurance coverage. Visit Kevin Schultz, Washington National Agent today to learn more about how they can help protect you and your loved ones.
City National Bank
City National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
McKenzie Legal & Financial
McKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County. Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.
National University
National University, located in San Diego, California, is a Veteran-founded nonprofit institution dedicated to providing accessible and achievable higher education to adult learners since 1971. With over 230,000 alumni worldwide, National University offers customized education plans, adaptive instruction, holistic student support, and competency-based credentialing to help students stay on track and achieve their academic goals. The university offers flexible 4-week courses both online and on-site, allowing students to balance family, work, and school. National University is one of the largest nonprofit universities in the U.S. and is accredited by WSCUC. The university also houses the Cause Research Institute (CRI), a research hub that helps scholars tackle critical challenges in their communities.
National University
National University, located in Camarillo, California, is a school and university founded by veterans in 1971. With a mission to provide accessible higher education to adult learners, National University has educated students from all over the United States and around the world, boasting over 230,000 alumni globally. The institution offers customized education plans with adaptive instruction, holistic student support, and competency-based credentialing to help students achieve their academic goals. National University stands out as one of the largest nonprofit universities in the U.S., offering career-focused programs designed to make a positive impact in various fields. The university is accredited by WSCUC and provides a unique opportunity for faculty and students to engage in research through the Cause Research Institute (CRI), focusing on solving complex challenges in communities.
National College Planners
National College Planners is a reputable institution located at 890 Hampshire Road in Westlake Village, California, United States. As a finance university, we specialize in providing comprehensive guidance and support to students and families as they navigate the complex process of planning and financing higher education. Our experienced team of advisors is dedicated to helping students make informed decisions about college selection, financial aid options, and scholarship opportunities. With a commitment to personalized service and expertise in the field of college planning, National College Planners is the go-to resource for individuals seeking to achieve their academic and financial goals.
National Life of Vermont
National Life of Vermont is an insurance agency located at 4995 Murphy Canyon Road in San Diego, California. With a strong presence in the United States, National Life of Vermont offers a wide range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and reliable coverage, they strive to help their clients protect their financial futures. Whether you are looking for life insurance, retirement planning, or investment options, National Life of Vermont is dedicated to helping you find the right solutions for your specific needs.
Lincoln National Life Insurance Co
Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.
American National Insurance Company - District Office
The American National Insurance Company - District Office in Montclair, California is a trusted finance and insurance agency providing a wide range of insurance products and services to the local community. Located at 5050 Palo Verde Street, this district office offers personalized assistance and expert guidance to help individuals and businesses protect their assets and plan for the future. Whether you are looking for life insurance, auto insurance, or commercial insurance solutions, the dedicated team at American National Insurance Company is here to help. Visit their office today to learn more about their comprehensive insurance options and find the coverage that best fits your needs.
Mary Anne Perez Topacio: Primerica - Financial Services
Mary Anne Perez Topacio: Primerica - Financial Services is an insurance agency located at 22 West 35th Street in National City, California, United States. With a focus on providing financial services, this institution offers a range of insurance products to help individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, the knowledgeable team at Mary Anne Perez Topacio: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
Glendale Alonzo: Primerica - Financial Services
Glendale Alonzo: Primerica - Financial Services is a reputable finance and insurance agency located at 22 West 35th Street in National City, California, United States. With a commitment to providing top-notch financial services, Glendale Alonzo: Primerica offers a range of products and resources to help individuals and families achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, the knowledgeable team at Glendale Alonzo: Primerica is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about the comprehensive services they offer.
Eggleston Family Services
Eggleston Family Services, located in Los Angeles, California, is a licensed, non-profit health institution established in 1974. Our mission is to provide comprehensive programs to serve children, youth, and families in the community. We offer a wide range of services including Short-Term Residential Treatment, Behavioral Health, Substance Use Disorders, Foster Care, and Adoption Services. Our compassionate staff is dedicated to providing quality, evidence-based, holistic, and therapeutic treatments to help individuals overcome trauma from abuse, neglect, substance use, and behavioral health issues. Eggleston has expanded its program operations over the years to include various departments such as Residential Treatment, Foster Care, Adoptions, Behavioral Health, Substance Use Disorder, Family Preservation, Human Resources, and Accounting.
Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles
Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.
MILES Financial Group
MILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298
C2 Financial, led by Mortgage Advisor Mitch Palmer, is a top-rated finance institution located at 16486 Bernardo Center Drive in San Diego, California. Mitch Palmer, a former NFL player turned mortgage advisor, brings a wealth of experience and dedication to helping clients achieve their dream of homeownership. With a background in economics and a family history in real estate and mortgage, Mitch is committed to providing fair and competitive rates with integrity and professionalism. As a licensed real estate professional in California since 2002, Mitch understands the value of hard work and dedication, which he brings to every real estate transaction. With a focus on personalized service and communication, Mitch partners with successful realtors to provide top-notch financing solutions for their clients. Whether you are looking to purchase a new home or refinance your current one, Mitch is dedicated to finding the right mortgage that aligns with your financial goals.
New York Life Insurance Company
New York Life Insurance Company, located at 425 Market Street, San Francisco, California, United States, is a reputable finance and insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an investment strategy and estate plan. With a diverse workforce and a commitment to community engagement, New York Life is dedicated to making a positive impact at both local and national levels. They offer best-in-class products and solutions that adapt to changing needs, and have a network of over 12,000 agents across the country ready to assist with personalized solutions. The company has a long-standing history of accountability and service, with the highest financial strength ratings from major agencies.
Sydney Frangieh - State Farm Insurance Agent
Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.
Catherine Chen - State Farm Insurance Agent
Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
Dale Lane - State Farm Insurance Agent
Dale Lane - State Farm Insurance Agent is a trusted insurance agency located at 277 West Tefft Street, Nipomo, California. As a State Farm agent, I have a deep appreciation for the good neighbor spirit and strive to make a positive impact on our communities. Serving people across San Luis Obispo/Santa Barbara counties, my agency offers insurance and financial services in both English and Spanish. Our friendly team is dedicated to building real relationships with our customers and providing them with the right coverage for their needs. Whether you need auto, home, property, business, health, or life insurance, we are here to help you find a Personal Price Plan that fits your requirements. Additionally, we offer financial services to help you secure your future. With over a decade of insurance experience, we prioritize professional and caring customer service to ensure that you and your family are protected. Our team members, including licensed agents Rachelle Ediger and Ariana Garibay, are committed to assisting you with your insurance needs.
Aaron Keeley - State Farm Insurance Agent
Aaron Keeley - State Farm Insurance Agent is a licensed insurance agency located at 500 East Esplanade Drive in Oxnard, California. Our office is situated on the twelfth floor of the City Bank building, allowing us to serve clients in Oxnard, Goleta, Santa Barbara, Camarillo, Ojai, Ventura, Thousand Oaks, Moorpark, Fillmore, and surrounding areas. Additionally, we are licensed to do business anywhere in the state of California, offering free insurance quotes online and virtual consultations. Aaron Keeley, the founder of the agency, started his State Farm career in New Mexico and relocated to Ventura County in 2021. He is dedicated to providing exceptional service to clients, ensuring they have the proper coverage for their homes, vehicles, health, life, and pets. The team at Aaron Keeley State Farm values building strong relationships with customers, offering clear communication, and personalized financial protection options.
Jack Dale - State Farm Insurance Agent
Jack Dale - State Farm Insurance Agent is a reputable insurance agency located at 1001 B Avenue in Coronado, California. Founded by Jack Dale, who has a strong background in insurance and finance, our agency has been serving the Coronado Island community since 1985. We are conveniently situated within walking distance from Hotel Del Coronado and the beach, making it easy for our clients to access our services. Our agency specializes in providing a wide range of insurance products, including homeowners insurance, auto insurance, and business insurance. We take pride in serving active and veteran military families in Coronado Island and the surrounding San Diego County. As a State Farm agency, we are committed to helping our clients protect what matters most to them and their families.
Pedro Tamayo - State Farm Insurance Agent
Pedro Tamayo - State Farm Insurance Agent is an insurance agency located at 2425 National City Boulevard in National City, California, United States. They offer a variety of insurance options to help protect what matters most to you, including family, possessions, and your finances. With customizable coverage plans, safe driving rewards, bundling options, and discounts, Pedro Tamayo can help you find the right solution for your needs. Whether you need auto insurance, recreational vehicle insurance, homeowners insurance, renters insurance, personal property insurance, business insurance, life insurance, health insurance, or even banking and home loan services, Pedro Tamayo is here to help. They can provide fast and easy online quotes for various insurance products to ensure you have the coverage you need.
Scott Stevens - State Farm Insurance Agent
Scott Stevens - State Farm Insurance Agent is an insurance agency located at 4482 Barranca Parkway, Irvine, California. The agency is conveniently situated in Woodbridge on the corner of Barranca and Lake, serving the local communities of Newport Beach, Tustin, Lake Forest, Costa Mesa, and all of Orange County. Scott Stevens, a second-generation agent, leads a team of licensed and professional individuals who are dedicated to meeting all your financial and services needs. With over 50 years of collective insurance experience, the team consists of Laura, Mayra, Viviana, and Scott. Viviana and Mayra are bilingual, speaking both English and Spanish, and are well-versed in all the products offered by State Farm.
Long Beach Memorial Medical Center OBGYN and Suite Success Outpatient Clinic
Long Beach Memorial Medical Center OBGYN and Suite Success Outpatient Clinic is a leading healthcare institution located at 2865 Atlantic Avenue, Long Beach, California, United States. Specializing in obstetrics, gynecology, and outpatient services, Long Beach Medical Center has a reputation for providing high-quality care and has received numerous national accolades for its excellence in healthcare. With a state-of-the-art electronic medical record system, patients can expect the best and safest care possible. The physicians at Long Beach Medical Center are highly skilled and nationally recognized in their fields, ensuring that patients receive expert medical treatment. The institution is committed to promoting long-term health and wellness, with a focus on preventing and managing conditions such as diabetes.
MemorialCare Saddleback Medical Center
MemorialCare Saddleback Medical Center, located at 24451 Health Center Drive in Laguna Hills, California, is a renowned institution recognized for its exceptional medical expertise and compassionate care for patients and families. With 50 years of experience serving the Orange County community, the center offers a wide range of services including cancer treatment, heart care, emergency medicine, joint replacements, and women's health services. The Women's Hospital at MemorialCare has recently renovated birthing suites, providing expectant families with a comfortable and supportive environment for delivering their babies. The Joint Replacement Centers offer a unique patient experience for those in need of hip and knee replacements, allowing for a fast return to active living free from pain.
MemorialCare Long Beach Medical Center
MemorialCare Long Beach Medical Center, located at 2801 Atlantic Avenue in Long Beach, California, is a renowned institution offering a wide range of medical and surgical services. Recognized for its exceptional quality of care, the hospital has received national accolades and awards, including being named one of the top 125 hospitals in the U.S. by Consumers’ CHECKBOOK and one of “America’s Best Hospitals” for Orthopedics by U.S. News & World Report magazine. The state-of-the-art electronic medical record system ensures that patients receive the best and safest care possible. With a focus on patient safety and individual needs, MemorialCare Long Beach Medical Center provides various surgical approaches, from traditional open surgery to minimally invasive procedures. The hospital also offers specialized Palliative Care for individuals with serious illnesses, aiming to improve the quality of life for both patients and their families.
Caremore Medical Group
Carelon Health, formerly known as CareMore Medical Group, is a leading healthcare institution located at 7624 Painter Avenue, Whittier, California. Our institution offers Advanced Primary Care services to Medicare Advantage members in various states, including Arizona, California, Nevada, and Virginia. We focus on providing personalized, whole-person care that goes beyond just treating physical symptoms. Our team of dedicated doctors and nurses prioritize the well-being of each patient, taking the time to listen and truly understand their unique healthcare needs. Whether you are looking to maintain your health or manage a serious, chronic condition, our Advanced Primary Care program is designed to help you achieve your health goals.
Ivy at College Park
Ivy at College Park is an affordable housing institution located at 5950 Notre Dame Avenue in Chino, California. The property offers 335 units with amenities such as wall-to-wall carpeting, all electric kitchens, dishwashers, refrigerators, a club room with kitchen, laundry facilities, a children’s play area, swimming pool, outdoor fireplace, computer lab, and professional on-site management. Adjacent to the Chaffey College Chino Campus, Ivy at College Park consists of 135 affordable family apartments in the first phase, with an additional 200 family apartments in the second phase. The property offers one-, two- and three-bedroom apartments that are GreenPoint Rated.
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