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TOP 30 Family financial planning in Placentia, CA
9 results found
Search for local businesses, places and services near you
Marion Douglas Financial and Insurance Services
Marion Douglas Financial and Insurance Services, located at 151 North Kraemer Boulevard in Placentia, California, is a finance institution specializing in protecting estates, retirement planning, and family income protection. They also provide expert advice to employer groups on acquiring the best benefits, costs, and services for their companies. Established in 1990, Marion Douglas Financial and Insurance Services, led by experienced professional Doug Godown, offers employee benefits, family wealth, retirement, and business planning services. Their team of senior consultants has a strong reputation for industry leadership and a commitment to building long-term relationships with clients. As a Registered Representative of Capital Synergy Partners, they offer securities through FINRA/SIPC. With a focus on innovation and client satisfaction, Marion Douglas Financial and Insurance Services is dedicated to providing exceptional financial and insurance solutions for individuals and businesses alike.
Raymond Kinjo, Mba, Cfp? - Kinjo Insurance & Financial Services
Raymond Kinjo, MBA, CFP - Kinjo Insurance & Financial Services is a finance institution located at 675 Placentia Avenue in Brea, California, United States. With over 55 years of experience, the Kinjo Family specializes in serving the Japanese community with wealth transfer and investment planning services. Raymond and Yoshio Kinjo prioritize understanding their clients' needs through thorough questioning and maintain transparency regarding fees and compensation to ensure client alignment. Raymond Kinjo is a licensed insurance agent with New York Life Insurance Company and other unaffiliated insurance companies in California, as well as a Registered Representative offering securities products and services through NYLIFE Securities LLC. He also provides investment advisory services through Eagle Strategies, LLC in various states.
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™
Edward Jones - Financial Advisor: Nate Forrest, CPWA®|AAMS™ is a trusted financial institution located at 377 East Chapman Avenue in Placentia, California, United States. Specializing in finance, Nate Forrest is a Certified Private Wealth Advisor (CPWA®) and an Accredited Asset Management Specialist (AAMS™) who provides personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Nate Forrest and his team at Edward Jones are dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind.
New York Life Insurance Company
New York Life Insurance Company, located at 675 Placentia Avenue, Brea, California, is an 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. They provide coverage for everyday tasks, lost income due to sickness or injury, college expenses, and more. With professionally managed investments and low fees, New York Life helps you plan for your future financial needs and protect your legacy. Their diverse and welcoming workplace is dedicated to helping individuals, families, and communities thrive. With a mission to make the world a better place, New York Life supports charitable giving, diversity, responsibility, and service. Their highest financial strength ratings and commitment to fulfilling promises to policy owners make them a trusted leader in the industry. Get in touch with one of their 12,000 agents nationwide to create a customized solution for your financial security and peace of mind.
Scott Lennen - State Farm Insurance Agent
Scott Lennen - State Farm Insurance Agent is an insurance agency located at 1132 East Yorba Linda Boulevard, Placentia, California, United States. At Scott Lennen - State Farm Insurance Agent, customers can customize a coverage plan that helps protect their family, belongings, and finances. With options for safe driving rewards, bundling discounts, and more, Scott Lennen can create a solution tailored to each individual's needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, or business insurance, State Farm has you covered. Additionally, State Farm offers life insurance and health insurance options to help secure your future and protect your well-being. By partnering with U.S. Bank, customers can also access a range of banking products and services. Contact Scott Lennen in Placentia, CA to learn more and get started on finding the right insurance and financial solutions for you.
Aida L. Ohsner as a Insurance Consultant
Aida L. Ohsner is a dedicated Insurance Consultant located at 621 North Rose Drive, Placentia, California. Specializing in helping individuals and families find the right health care policies, retirement plans, life insurance, annuities, and more, Aida is committed to protecting and securing your future. With a focus on guiding clients through their insurance needs, Aida offers personalized service and works with top-rated insurance carriers to ensure the best coverage for 2022 and beyond. As a Certified Insurance Agent with Covered California and a Medicare Licensee, Aida is well-equipped to assist with all your insurance needs. With a background in business administration and a passion for helping others, Aida goes above and beyond to provide the highest level of service to her clients. Fluent in Spanish, English, and Swedish, Aida brings a global perspective to her work and is dedicated to helping clients achieve their financial goals. Don't wait any longer to secure your financial freedom - contact Aida L. Ohsner Insurance Consultant today.
Eagle Strategies LLc
Eagle Strategies LLC, located at 675 Placentia Avenue, Brea, California, is a finance institution led by Hadi Hassan, CA Insurance Lic #0B20944. As a financial adviser, Hadi Hassan is dedicated to helping individuals and families navigate the complexities of the current economic landscape to protect their wealth, lifestyle, and dreams for the future. With a focus on personalized financial planning, Eagle Strategies LLC offers expert guidance and support to ensure clients feel confident in their financial decisions. Hadi Hassan is also a Registered Representative for NYLIFE Securities LLC, a Licensed Insurance Agency, and is affiliated with Eagle Strategies LLC in AZ. Whether you're looking to secure your family's future or plan for retirement, Eagle Strategies LLC is here to help you every step of the way. Contact us today to get started on your financial journey.
SVL Holding Corporation
SVL Holding Corporation is a finance institution located at 1620 North Placentia Avenue, Placentia, California, United States. With over 35 years of experience in the industry, SVL Investment Management offers insight, intelligence, and integrity to every investment plan. Specializing in advanced portfolio design based on academic research, SVL helps clients pursue higher expected returns. Whether you are an individual looking to invest in your future or a care provider looking to invest for your family, SVL is here to assist you. As a global research-oriented investment advisory firm, SVL provides capital management services to a variety of clients including individual accounts, profit sharing plans, pension funds, foundations, endowment funds, and trusts. Trust SVL Investment Management to help you achieve your financial goals with professionalism and high-quality services.
Sunshine Foundation Repairs of Torrance
Welcome to Sunshine Foundation Repairs of Torrance, your trusted partner for comprehensive foundation solutions in Southern California. Located at 1609 Lockness Place, Torrance, California, we are a family-owned and operated general contracting business dedicated to providing high-quality and professional foundation repair services. At Sunshine Foundation Repairs, we specialize in a wide array of services including foundation seismic retrofitting, foundation replacement, slab repair, home leveling, helical piers installation, and structural support. Our mission is to deliver top-notch foundation repairs to homeowners throughout So-Cal, ensuring your home stands strong and secure.
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