TOP 30 Fee based financial services in City of Industry, California

65 results found

John Hancock Financial Services, located at 2 Padre Parkway in Rohnert Park, California, is a trusted insurance agency offering financial advisory services with a personal touch. With a belief that life insurance should be about living longer, healthier, and better, John Hancock has been serving customers for over 160 years with honesty, reliability, and a commitment to excellence. By combining traditional values with innovative technology, John Hancock is transforming the insurance industry and helping partners build their life insurance businesses. Members of the John Hancock Vitality Program now have access to the Galleri test, a multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test. This innovative approach to healthcare can lead to earlier diagnoses and potentially save lives.

Merrill Lynch Financial Advisor Stanley K Cheung is a reputable finance institution located at 4900 Hopyard Road, Pleasanton, California, United States. With over 30 years of experience in the financial services industry, Stan is dedicated to helping his clients and their families achieve their financial goals at every stage of life. As a Chartered Retirement Planning Counselor, he works closely with clients to develop personalized plans tailored to their specific needs. Stan believes in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill to provide comprehensive financial solutions. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Stan is committed to helping you pursue what matters most to you. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can customize a financial approach to help you achieve your goals. With a focus on understanding your priorities and adapting to changes in your life, Stan is dedicated to helping you navigate the complexities of the financial markets and reach your financial objectives. Contact Merrill Lynch Financial Advisor Stanley K Cheung to start building a personalized financial plan designed to help you achieve your goals.

LPL Financial is a leading financial institution located at 714 West Olympic Boulevard in Los Angeles, California, United States. As a prominent player in the finance industry, LPL Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong focus on providing personalized solutions and expert advice, LPL Financial is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are looking for investment advice, retirement planning, or wealth management services, LPL Financial has the expertise and resources to help you secure a stable financial future.

Global Financial Advisory Services is a premier finance institution located at 15260 Ventura Boulevard in Los Angeles, California. Our institution offers a wide range of services including Bill Pay, Wealth 360, Tax Portal, and ShareFile to cater to the needs of our clients. As a multi-family office, we specialize in providing integrated tax, accounting, business, and wealth management services to entertainment industry professionals, entrepreneurs, professional athletes, and their families. Our holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, providing guidance, clarity of thought, and expertise to help you secure a more stable financial future.

Merrill 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.

Merrill Lynch Financial Advisor Mitchell S Behm, located at 100 Spectrum Center Drive in Irvine, California, is a finance institution with over 30 years of experience in assisting sophisticated institutions with cash management, investing, and financing needs. As a Global Institutional Consultant at Merrill Lynch Wealth Management, Mitchell Behm offers unparalleled advice and guidance to institutional clients, specializing in areas such as Endowments/Foundations/Not-for-Profits, Defined Benefit, and Defined Contribution Investment Consulting. With a focus on industries like resort, lodging, hospitality, and construction, Behm provides consulting services including investment policy creation, asset allocation modeling, manager selection, and performance evaluation. Additionally, as a Senior Portfolio Manager, Behm manages personalized strategies to help clients achieve their objectives, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies. Committed to ethical practices and customer service excellence, Behm also offers access to Global Commercial Bankers from Bank of America for integrated banking services. With a Bachelor's degree in Biology and the Certified Investment Management Analyst® (CIMA®) designation, Behm is dedicated to enhancing his clients' financial lives through investment analysis. Outside of work, he enjoys spending time with his family and cultivating exotic fruit.

Genuine Property Management is located at 1922 Placentia Avenue in Costa Mesa, California, and is known as the most popular and highest-rated property manager in Orange County. With a team dedicated to screening potential tenants, marketing rentals, avoiding legal issues, and managing maintenance and repairs, Genuine Property Management offers innovative and value-driven services. Unlike other property management companies, Genuine Property Management does not require long-term contracts, ensuring that they always deliver the best service to their clients. With over six hundred doors under management, including residential, industrial, and commercial properties, Genuine Property Management has quickly become a trusted name in the industry.

John Hancock is an insurance agency located at 11344 Coloma Street, Folsom, California, United States. We offer financial advisory services with a personal touch, believing that life insurance should help you live longer, healthier, and better. With over 160 years of experience, we are known for being honest, reliable, and committed to our customers. Our innovative approach is transforming the industry, offering products that add real value for the life of the policy. We help our partners build their life insurance businesses and protect their clients' most important assets. Eligible John Hancock Vitality members have access to the Galleri test, a powerful multi-cancer early detection test that can screen for over 50 types of cancer with a single blood test.

Montana Capital Car Title Loans is a finance institution located at 8605 Long Beach Boulevard in South Gate, California. They offer fast and secure cash loans based on the value of your car. With the ability to loan up to $50,000, Montana Capital Car Title Loans provides a convenient way to get the money you need quickly. You can apply online or by phone and have your funds sent directly to your bank account or pick them up at a nearby MoneyGram location. In addition to their loan services, Montana Capital Car Title Loans works with Express Registration Services at the same location, providing customers with registration services for their vehicles. South Gate, also known as the "Azalea City", is a part of the "Gateway Cities" region in Los Angeles County with a rich history in manufacturing and industry.

Credit 1 Finance, located at 5000 Birch Street, Newport Beach, California, United States, is a finance institution dedicated to helping individuals take control of their financial future. With a focus on providing personal loans for every budget, Credit 1 Finance aims to assist clients in building the financial future they once thought was unattainable. The founders of Credit 1 Finance have extensive experience in the finance industry, allowing them to leverage deep industry knowledge to help clients secure the funds they need. With fixed-rate loans that can save clients thousands, excellent customer service, and quick fund disbursement, Credit 1 Finance stands out from the rest. The institution offers fee-free services and has a highly trained USA-based staff to ensure clients receive the best possible rate. Whether clients are paying off debt or making a new purchase, Credit 1 Finance makes it easy to achieve financial freedom. By offering personal loans up to $100,000, Credit 1 Finance provides a convenient and straightforward application process for individuals looking to obtain funding for various purposes. It is important for clients to review the terms and conditions of the loan agreement provided by the lender to ensure they fully understand the repayment terms and any associated fees. Overall, Credit 1 Finance strives to provide clients with the support and resources they need to achieve their financial goals.

Infinity Lending Direct Team, located at 1100 Town and Country Road in Orange, California, is a finance institution dedicated to providing mortgage solutions for clients looking to buy their first home or their dream home. With a commitment to offering the lowest rates and fees in the industry, the team at Infinity Lending Direct is ready to help you refinance or secure a new mortgage. The Shape App makes the mortgage financing process easy and connects you directly to your loan officer and realtor. Use the mortgage payment calculator to estimate your monthly payments. While we are based in Orange, California, we serve clients throughout the state with top-notch mortgage and refinance services. At Infinity Lending Direct, we strive to create lasting relationships with our clients by providing excellent service and the lowest mortgage rates available. Our accessibility statement demonstrates our dedication to making our services accessible to all individuals, regardless of disabilities. Visit us today to get your custom rate quote and start the mortgage process with the Infinity Lending Direct Team.

Sebastian Ruelas is a finance institution located at 1223 Cleveland Avenue in San Diego, California, United States. Founded by Sebastian Ruelas, who entered the financial services industry after graduating from UC Riverside with a degree in Financial Economics. With a passion for helping individuals reach their financial goals, Sebastian established his own practice in 2019 after gaining experience in wealth management and financial planning. At Sebastian Ruelas, the focus is on creating personalized financial plans for clients, with an emphasis on after-tax wealth management. As a fee-based advisor, the institution charges a flat fee based on assets under management, aligning their success with that of their clients. Partnered with LPL Financial as a custodian, Sebastian Ruelas has access to top institutional money managers to help clients achieve their financial objectives.

Calbright College, located in Sacramento, California, is a unique institution focused on helping adult Californians develop skills for high-demand jobs. With tuition and fees currently free for residents of California, Calbright offers online, self-paced programs that can be accessed anytime, anywhere. From IT Support to Cybersecurity, Calbright prepares students for success in growing fields by providing industry-valued certifications. The institution offers personalized support, including career coaching and academic counseling, to help students achieve their career goals. With programs designed to build on existing skills and provide opportunities for advancement, Calbright is dedicated to helping students succeed in the job market.

Gulati & Associates is a reputable finance institution located at 2350 Mission College Boulevard in Santa Clara, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, wealth management, retirement planning, and more. Their commitment to providing personalized solutions and exceptional customer service sets them apart in the industry. Visit Gulati & Associates for all your financial needs and experience the difference they can make in helping you achieve your financial goals.

Castle Wealth Planning is a finance institution located at 1105 Chapala Street in Santa Barbara, California. Founded and led by Nate Cultice CFP, FSA, Castle Wealth Planning is a fee-only financial planning and asset management firm with a focus on serving the best interests of its clients. With 25 years of industry experience, including 17 years as a financial planner in Santa Barbara, Nate Cultice and his team prioritize their fiduciary duty to clients, providing unbiased advice and avoiding commission-based products. Castle Wealth Planning invests cautiously, always keeping the client's future in mind. Visit Castle Wealth Planning for expert financial planning services and secure your financial future.

BHLF LLP is a full-service accounting firm located at 1255 Treat Boulevard in Walnut Creek, California. Specializing in accounting and finance, our experienced team of partners aim to positively impact our clients' businesses by providing top-notch service and trusted advice. Our competitive fee structure is based on our use of the latest software and industry training to deliver efficient and superior product quality with timely deliverables. Our 100% paperless audits and commitment to being environmentally friendly set us apart from other firms. We offer comprehensive tax and accounting services tailored to the needs of business owners, executives, and independent professionals, with a focus on planning for a successful financial future. Partner with BHLF LLP for personalized and responsive service that has proven successful in growing business partnerships across various industries.

First Allied Securities Inc is a finance institution located at 17890 Castleton Street in City of Industry, California, United States. As a part of Cetera Advisors, the institution offers a wide range of financial services including retirement planning, insurance, and investment advisory services. Clients can learn more about their financial professional and Cetera Advisors by visiting FINRA's BrokerCheck. The institution also provides resources such as ADV 2A Form CRS, Customer Relationship Summary, and Business Continuity Plan Summary for clients' reference. With a focus on consumer privacy and transparency, First Allied Securities Inc strives to provide comprehensive financial solutions to meet the needs of their clients.

Global Tax & Accounting, located at 23822 Valencia Boulevard in Santa Clarita, California, is a comprehensive institution offering a wide range of accounting and finance services. With a focus on serving entertainment industry professionals, entrepreneurs, professional athletes, and their families, Global provides integrated tax, accounting, business, and wealth management services. Their holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, offering guidance and expertise to help you achieve a more secure financial future. With over 60 years of experience, Global Tax & Accounting specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. Additionally, their Global Business Management division offers a full spectrum of business and family office services to high net worth individuals, executives, and related entities. Global Financial Advisory Services (GFAS) is a fee-based registered investment adviser that provides financial planning, asset allocation, and investment management services to high net worth clients. Whether you need assistance with bill pay, wealth management, tax portal, or ShareFile services, Global Tax & Accounting is dedicated to helping you achieve your financial goals.

Welcome to the ATM Machine at Fort Ord Car Care Center, your trusted financial service provider conveniently located at 4220 General Jim Moore Boulevard in Seaside, California. Whether you're a local resident or just passing through, our ATM is here to offer you easy and secure access to your cash whenever you need it. At our facility, we not only provide standard ATM services but also offer insights and opportunities for those interested in the ATM business. Are you exploring the potential of owning an ATM machine or looking for ATM processing services? Discover the secrets that successful ATM machine owners use to generate a lifetime of passive income with minimal effort. Our team is ready to guide you through the process of setting up and managing your ATM business, ensuring you have all the resources and support needed for success.

Welcome to the ATM Machine at Bodega Country Store, conveniently located at 17190 Bodega Highway, Bodega, California 94922. We offer a seamless and reliable ATM experience, tailored to meet all your financial needs. Whether you're a local resident or a visitor passing through the charming town of Bodega, our ATM provides quick access to cash and essential financial services right when you need them. Our ATM services are not just about convenience; we're here to support entrepreneurs and business professionals interested in the ATM business. If you're exploring the potential of owning an ATM or seeking comprehensive ATM processing services, we offer expert guidance and resources to help you succeed. Discover how the ATM business can become a source of passive income, offering you a chance to make your money work for you.

Welcome to the Gardena Building & Safety Department, your trusted local government office dedicated to ensuring the safety and compliance of construction projects within Gardena, California. Located at 1700 West 162nd Street, our department is committed to overseeing the city's building standards to protect the health and safety of our community. Our Building Services team is responsible for reviewing construction plans to ensure they meet all building codes, issuing necessary permits, inspecting building projects, and enforcing compliance with health and safety regulations. Whether you're undertaking new construction, an addition, a remodel, or a demolition, a building permit is required for most residential, commercial, and industrial projects. This includes work like signs, banners, fences, re-roofs, and upgrades to electrical and plumbing systems.

Welcome to Storage Outlet South Gate! Located at 5911 Firestone Boulevard, South Gate, California, Storage Outlet is your go-to destination for secure and affordable self-storage solutions. Whether you're in the midst of a home renovation, need a place for seasonal items, or are seeking temporary storage during a move, we offer a variety of unit sizes to meet your needs—from small lockers to spacious garages.

Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.

Welcome to Scott Neinas Family Law Located at 2777 Jefferson Street, Carlsbad, California, Scott Neinas Family Law is your trusted partner in navigating the complexities of family law with compassion and expertise. We understand the emotional and financial challenges that arise when personal relationships change, and we are here to support you every step of the way.

Welcome to the ATM Machine at Valley Ford Market, conveniently located at 14400 California 1, Valley Ford, California 94972, United States. As a trusted provider in finance services, we offer not only access to cash but also an opportunity to delve into the lucrative world of the ATM business. Whether you're a business owner looking to reduce credit card fees or an investor seeking passive income, our services can help you achieve your financial goals. At Valley Ford Market, we believe in the magic of the ATM business. Owning an ATM can transform your financial landscape by generating a steady stream of income with minimal effort. With new machines starting at just $2,295 and refurbished options available for as low as $1,199, there's an ATM solution for every budget and location.

Welcome to the ATM Machine at Valley Ford Cheese and Creamery, your convenient financial service partner located at 14390 California 1, Valley Ford, California 94972. Whether you're a local resident or a visitor exploring the beautiful surroundings of Valley Ford, our ATM is here to provide you with quick and easy access to cash whenever you need it. At our location, you'll find more than just an ATM. We offer insights and guidance for those interested in exploring the ATM business. Discover the magic of earning passive income through ATM ownership and learn the secrets that successful ATM machine owners use to generate a lifetime of revenue. Whether you're considering owning an ATM or having us place a free one in your store, we can help you save on credit card fees and keep customers in your shop instead of sending them elsewhere.

Welcome to the ATM Machine at Olema Campground, your trusted financial partner located at 10155 California 1, Olema, California 94950, United States. Whether you're a camper in need of quick cash or a local business owner exploring the world of ATM machines and processing, we are here to serve your needs. At Olema Campground, we offer more than just a standard ATM service. We provide a gateway to understanding the ATM business, helping you discover the secrets to creating a lifetime of passive income through ATM ownership. By owning or having us place a free ATM in your store, you can save on credit card fees, keep customers on-site, and generate additional revenue.

Welcome to Envoy Mortgage in Cambria, CA – your trusted partner in financing your dream home. Located at 746 Main Street, Cambria, California, our branch is dedicated to providing exceptional customer service and expert guidance in the residential mortgage lending industry. Since 1997, Envoy Mortgage has been committed to exceeding borrower expectations, as reflected in our impressive customer satisfaction rating of nearly 4.9 out of 5. At Envoy Mortgage, we understand that our most important asset is our people. Our team is equipped with the knowledge and expertise to navigate the complexities of home financing, ensuring a seamless and smooth mortgage experience for you. With hundreds of mortgage loan programs available and licensed in 49 states across the U.S., we are well-prepared to meet your unique needs and provide peace of mind throughout the loan process.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to Pennymac, your trusted partner for financial solutions located at 6101 Condor Drive, Moorpark, California. As a leading name in the finance industry, Pennymac is dedicated to helping you unlock the potential of your home equity. Whether you need to consolidate debt, renovate your home, or cover unexpected expenses, our Home Equity Loans and Cash-Out Refinance options offer the flexibility you need. Connect with top real estate agents nationwide and earn between $350 and $9,500 when you buy or sell a home through our unique partnership. Protect yourself from interest rate hikes by locking in your rate before you find your new home, with the option to update to a lower rate if market conditions improve.