Financial advisor expertise in San Luis Obispo, CA
38 results found
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Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a reputable finance institution located at 1321 Osos Street in San Luis Obispo, California, United States. With a team of experienced financial advisors, they provide comprehensive financial planning and investment services to help individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Morgan Stanley Financial Advisors offers personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence for all your financial needs.
1321 Osos St #210, San Luis Obispo, CA 93401, United States -
Peak Wealth Advisors
● ClosedPeak Wealth Advisors is a finance institution located at 1493 Higuera Street in San Luis Obispo, California, United States. We are dedicated to being your personal guide to financial success, providing personalized service to create stability and security for our clients. As an independent firm free from conflicts of interest, we act as fiduciaries, always putting our client's goals and interests first. Our services include comprehensive financial planning and portfolio management, with expertise in areas such as 401k, 403b, and rollovers. Our investment philosophy is based on academic research and structured portfolios are constructed using passively managed funds for efficiency and tax benefits. Clients have access to a wide range of mutual funds and financial solutions through our open architecture platform. Our team, led by seasoned advisors Don and Helen, is well-versed in professional money management, tax planning, and estate planning.
1493 Higuera St, San Luis Obispo, CA 93401, United States -
Merrill Lynch Financial Advisor Mason P. McCloskey
● ClosedMerrill Lynch Financial Advisor Mason P. McCloskey is a finance institution located at 555 California Street, San Francisco, California, United States. Mason is a CERTIFIED FINANCIAL PLANNER™ professional who is dedicated to building and maintaining strong relationships with clients. With a focus on creative wealth management strategies and access to banking and lending services, Mason works with individuals, families, and businesses to develop sustainable financial plans. His approach values transparency, continuous learning, and exceptional service to all clients. Mason earned his B.S. in Economics with a concentration in Finance from Cal Poly, San Luis Obispo. He is passionate about helping clients make important financial decisions and is committed to providing personalized advice and guidance based on their goals and priorities. As an avid sports fan and golfer, Mason enjoys spending time with friends and family on the weekends.
555 California St, San Francisco, CA 94104, United States -
Kristen Young - State Farm Insurance Agent
● ClosedKristen Young - State Farm Insurance Agent is a reputable insurance agency located at 543 Main Street, Half Moon Bay, California. Conveniently situated across from Goldworks Jewelers, our agency is dedicated to serving as your trusted insurance resource. As a small business owner in Half Moon Bay, we understand the importance of protecting your insurance and financial needs. With a B.S. degree from Cal Poly San Luis Obispo and deep roots in San Mateo County, we have a strong connection to the local community. Specializing in assisting individuals and families with relocations to the Half Moon Bay Coastside, we offer personalized options tailored to your unique requirements. Our expertise extends to health and life insurance options throughout California, ensuring that you have the coverage you need to safeguard what matters most. Whether you need assistance with relocations, health insurance, life insurance, or pet insurance, our agency is here to help.
543 Main St, Half Moon Bay, CA 94019, United States -
Katherine Whitmarsh, Bankers Life Agent
● ClosedKatherine Whitmarsh, Bankers Life Agent is a reputable insurance agency located at 994 Mill Street in San Luis Obispo, California. Specializing in providing insurance solutions to individuals and families, Katherine Whitmarsh offers personalized service and expertise in a wide range of insurance products. With a commitment to helping clients protect their financial future, Katherine Whitmarsh, Bankers Life Agent is dedicated to providing top-notch customer service and comprehensive insurance options. Contact them today to discuss your insurance needs and find the right coverage for you.
Sn Luis Obisp, 994 Mill St #250, San Luis Obispo, CA 93401, United States -
Jesse Rodriguez, Bankers Life Agent
● ClosedJesse Rodriguez, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. Specializing in providing comprehensive insurance solutions, Jesse Rodriguez is dedicated to helping clients protect their financial future. With a focus on personalized service and expertise in the insurance industry, Jesse Rodriguez, Bankers Life Agent is committed to helping individuals and families find the right insurance coverage to meet their specific needs. Contact us today to learn more about our services and how we can assist you in securing your financial well-being.
994 Mill St #250, San Luis Obispo, CA 93401, United States -
Barbara Ortiz-Lee - State Farm Insurance Agent
● ClosedBarbara Ortiz-Lee - State Farm Insurance Agent is a reputable insurance agency located at 3481 West 5th Street, Oxnard, California. With a BA in Communications from California Polytechnic State University, San Luis Obispo, Barbara has been serving families, individuals, and business owners for over 100 years as a Good Neighbor. She is actively involved in the community, contributing to causes such as Cancer walk for Breast Cancer Awareness and Kimball Community Park and Aquatic Center. Barbara's office is dedicated to providing exceptional service to policyholders, whether it's fire insurance, auto insurance, or navigating a claim. Josie Guerra, a team member with over 23 years of insurance experience, adds valuable expertise to the office. Josie's bilingual skills help make all customers feel comfortable and confident.
3481 W 5th St #105, Oxnard, CA 93030, United States -
Peace Talks Mediation Service
● OpenPeace Talks Mediation Service, located at 1521 Higuera Street in San Luis Obispo, California, is a health and legal institution that offers virtual mediation services throughout the entire state of California. Their all-inclusive, compassionate, and time-tested mediation services aim to change the way people resolve family law conflicts. With a three-person co-mediation platform consisting of a neutral attorney, financial advisor, and therapist, Peace Talks provides a unique and comprehensive approach to resolving issues surrounding marriage, separation, divorce, co-parenting, estate planning, and death. Their experienced team is dedicated to guiding individuals towards a peaceful resolution outside of court, saving time, money, and reducing overall stress. Clients have praised Peace Talks for their professionalism, compassion, and expertise in helping divorcing couples come to amicable settlements. If you're ready to resolve a family law conflict, Peace Talks is here to help. Contact them for a free consultation and learn how their mediation services can guide you towards a peaceful resolution.
1521 Higuera St Suite E, San Luis Obispo, CA 93401, United States -
Phillip B. White & Company
● ClosedPhillip B. White & Company is a finance institution located at 11573 Los Osos Valley Road in San Luis Obispo, California, United States. With a reputation for excellence and expertise in financial services, Phillip B. White & Company offers a wide range of financial solutions to meet the needs of their clients. From investment management to retirement planning, their team of professionals is dedicated to providing personalized and comprehensive financial advice. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Phillip B. White & Company is committed to helping you achieve your financial goals.
11573 Los Osos Valley Rd Suite D, San Luis Obispo, CA 93405, United States -
Glenn Norris CPA
● ClosedGlenn Norris CPA is a reputable accounting and finance institution located at 11549 Los Osos Valley Road in San Luis Obispo, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Glenn Norris CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.
11549 Los Osos Valley Rd #109, San Luis Obispo, CA 93405, United States -
Chandra Platt - Morgan Stanley
● OpenChandra Platt - Morgan Stanley is a prestigious finance institution located at 1321 Osos Street in San Luis Obispo, California, United States. With a reputation for excellence and expertise in the financial industry, the institution offers a wide range of services including investment management, wealth management, and financial planning. Clients can expect personalized and tailored financial solutions to help them achieve their goals and secure their financial future. With a team of experienced professionals and a commitment to integrity and transparency, Chandra Platt - Morgan Stanley is a trusted partner for all your financial needs.
1321 Osos St #210, San Luis Obispo, CA 93401, United States -
Brian Clarke - Morgan Stanley
● OpenBrian Clarke - Morgan Stanley is a leading financial institution located at 1321 Osos Street in San Luis Obispo, California. Specializing in finance, the institution offers a wide range of services to help clients achieve their financial goals. With a team of experienced professionals, Brian Clarke - Morgan Stanley provides personalized advice and strategies to help individuals and businesses manage their wealth effectively. Whether you are looking to invest, plan for retirement, or secure your financial future, Brian Clarke - Morgan Stanley is dedicated to providing top-notch service and expertise to meet your needs.
1321 Osos St #210, San Luis Obispo, CA 93401, United States -
Crystal Clear Accounting Services
● OpenCrystal Clear Accounting Services, located at 100-7 North Rancho Road in Thousand Oaks, California, has been providing top-notch accounting and finance services since 2013. Specializing in bookkeeping, tax, and consulting services, our experienced team caters to small business owners across a variety of industries including retail, construction, manufacturing, aerospace, and service-based businesses. What sets us apart from other accounting firms is our low advisor to client ratio, allowing us to offer personalized, one-on-one service that our clients appreciate. We believe in building strong relationships with our clients to truly understand their financial needs and provide them with the support and guidance they require.
100-7 N Rancho Rd Suite 338, Thousand Oaks, CA 91362, United States -
Los Angeles County Fire Dept. Station 72
● OpenWelcome to Los Angeles County Fire Dept. Station 72, proudly serving the Malibu community from our location at 1832 Decker Road, Malibu, California 90265. As part of the renowned Los Angeles County Fire Department, Station 72 is committed to providing exceptional fire and emergency services to safeguard the lives and property of our residents. Our firefighters are recognized globally for their expertise and dedication. We invite those interested to explore the steps to becoming a Los Angeles County firefighter or lifeguard, joining a team that stands among the world's best in ocean lifeguarding and fire services.
1832 Decker Road, Malibu, California 90265, United States -
Los Angeles County Fire Dept. Station 99
● OpenWelcome to Los Angeles County Fire Department Station 99, proudly located at 32550 Pacific Coast Highway, Malibu, California. As a vital part of the Los Angeles County Fire Department, Station 99 is dedicated to providing exemplary fire and emergency medical services to the Malibu community and beyond. The Los Angeles County Fire Department is internationally acclaimed for its excellence, and our firefighters are recognized as some of the best in the world. Our team is committed to maintaining this reputation through rigorous training, dedication, and a strong commitment to public safety. If you're interested in pursuing a career with us, we offer guidance on how to become a Los Angeles County firefighter or lifeguard, both of which are esteemed positions known for their rigorous standards and exceptional service.
32550 Pacific Coast Highway, Malibu, California 90265, United States -
Los Angeles County Fire Dept. Station 53
● OpenWelcome to Los Angeles County Fire Dept. Station 53, proudly serving the community from our location at 6124 Palos Verdes Drive South, Rancho Palos Verdes, California. As part of the esteemed Los Angeles County Fire Department, our station is committed to providing top-tier fire and emergency services to ensure the safety and well-being of our residents. Our firefighters are recognized globally for their exceptional skills and dedication. If you're inspired to join this prestigious team, we offer guidance on the steps to become a Los Angeles County firefighter or lifeguard, both renowned for their excellence in service. Our lifeguards are among the best in the world, safeguarding our beautiful coastlines with unmatched expertise.
6124 Palos Verdes Drive South, Rancho Palos Verdes, California 90275, United States -
Los Angeles County Fire Dept. Station 58
● OpenWelcome to Los Angeles County Fire Dept. Station 58, proudly serving our community from 5757 South Fairfax Avenue, Los Angeles, California 90056. As part of the internationally renowned Los Angeles County Fire Department, our station is committed to providing exceptional fire and emergency services to the residents of Los Angeles County. Our firefighters and lifeguards are recognized globally for their expertise and dedication, making our department one of the leading fire and ocean lifeguarding agencies worldwide. We are passionate about nurturing the next generation of fire service professionals through comprehensive training, education, and mentorship programs. Our initiatives emphasize community service and civic involvement, aiming to inspire the youth of Los Angeles County to pursue fulfilling careers in fire and emergency medical services.
5757 South Fairfax Avenue, Los Angeles, California 90056, United States -
Los Angeles County Fire Dept. Station 172
● OpenWelcome to Los Angeles County Fire Dept. Station 172, proudly serving the vibrant community of Inglewood and beyond. Situated at 810 Centinela Avenue, Inglewood, California, our fire station is a crucial part of the renowned Los Angeles County Fire Department. With a reputation for excellence, our firefighters and lifeguards are among the best in the world, committed to ensuring the safety and well-being of our residents. At Station 172, we are dedicated to providing top-tier fire and emergency medical services, while also engaging with the community through education and career development programs. Our initiatives aim to introduce the youth of Los Angeles County to the rewarding field of fire and emergency services, emphasizing community service and civic involvement through positive mentoring and training.
810 Centinela Avenue, Inglewood, California 90302, United States -
Los Angeles County Fire Dept. Station 171
● OpenWelcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.
141 West Regent Street, Inglewood, California 90301, United States -
Los Angeles County Fire Dept. Station 18
● OpenWelcome to Los Angeles County Fire Dept. Station 18, proudly serving the community with dedication and excellence. Located at 4518 Lennox Boulevard, Lennox, California, our fire station is a vital part of the Los Angeles County Fire Department (LACoFD), known globally for its exceptional service and commitment to safety. At Station 18, we are committed to providing top-notch fire and emergency medical services to our community. Our firefighters and paramedics are part of an internationally renowned team, celebrated for their skill, bravery, and dedication. We invite those interested in pursuing a career in firefighting or lifeguarding to explore the steps necessary to join our esteemed ranks.
4518 Lennox Boulevard, Lennox, California 90304, United States -
Los Angeles County Fire Dept. Station 21
● OpenWelcome to the Los Angeles County Fire Department Station 21, located at 4312 West 147th Street, Lawndale, California. As part of the renowned Los Angeles County Fire Department, Station 21 is committed to providing exceptional fire and emergency services to the community. Our firefighters are internationally recognized for their expertise, bravery, and dedication to public safety. At Station 21, we not only respond to emergencies but also emphasize the importance of fire safety education and community involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, fostering community service and civic engagement through mentoring and education.
4312 West 147th Street, Lawndale, California 90260, United States -
Los Angeles County Fire Dept. Station 173
● OpenWelcome to Los Angeles County Fire Department Station 173, proudly serving the community from 9001 South Crenshaw Boulevard, Inglewood, California. As part of the esteemed Los Angeles County Fire Department, our station is dedicated to providing top-tier fire and emergency services, reflecting the internationally renowned reputation of our firefighters and lifeguards. At Station 173, we are committed to excellence in fire safety, emergency medical services, and community involvement. Our team is trained to handle a wide range of emergencies with professionalism and expertise. We also emphasize the importance of fire safety education, helping our community understand potential hazards and prepare for emergencies.
9001 South Crenshaw Boulevard, Inglewood, California 90305, United States -
Los Angeles County Fire Dept. Station 158
● OpenWelcome to Los Angeles County Fire Department Station 158, proudly serving the community of Gardena and its surrounding areas. Located at 1650 West 162nd Street, Gardena, California 90247, our station is part of a renowned network of fire stations dedicated to providing exceptional fire and emergency medical services. Our firefighters and lifeguards are internationally recognized for their expertise and commitment to safety, making us one of the top agencies in the world. At Station 158, we are committed to community service and civic involvement, offering programs that introduce the youth of Los Angeles County to fire and emergency medical services through positive mentoring, training, and education. We emphasize the importance of fire safety and preparedness, helping residents identify potential hazards and learn how to respond effectively in emergencies.
1650 West 162nd Street, Gardena, California 90247, United States -
Los Angeles County Fire Dept. Station 14
● OpenLos Angeles County Fire Department Station 14 Welcome to Los Angeles County Fire Department Station 14, a cornerstone of safety and community service in the heart of Los Angeles. Located at 1401 West 108th Street, Los Angeles, California, our station is proud to be part of an organization that is internationally recognized for excellence in fire and emergency services.
1401 West 108th Street, Los Angeles, California 90047, United States -
Los Angeles County Fire Dept. Station 16
● ClosedWelcome to the Los Angeles County Fire Department Station 16, located at 8010 Compton Avenue, Los Angeles, California 90001. As a vital part of the community, our station is dedicated to providing exceptional fire and emergency services to the residents of Los Angeles County. Our firefighters are internationally renowned for their expertise, commitment, and bravery. At Station 16, we take pride in our long-standing tradition of excellence in both firefighting and ocean lifeguarding services. Our team is composed of highly trained professionals who are passionate about community service and public safety. We offer guidance and mentorship for those interested in pursuing a career as a Los Angeles County firefighter or lifeguard, helping to shape the next generation of emergency service professionals.
8010 Compton Avenue, Los Angeles, California 90001, United States -
Los Angeles County Fire Dept. Station 10
● OpenWelcome to Los Angeles County Fire Department Station 10, a cornerstone of safety and service located at 1860 East Del Amo Boulevard, Carson, California. As part of the renowned Los Angeles County Fire Department (LACoFD), Station 10 upholds a legacy of excellence and dedication, serving the community with pride and professionalism. Our firefighters are recognized globally for their expertise and commitment to safety. Whether responding to emergencies or engaging in community outreach, our team exemplifies the highest standards of service. We invite those interested in joining our ranks to explore the steps to becoming a Los Angeles County firefighter or lifeguard, and to experience the rewarding career opportunities available.
1860 East Del Amo Boulevard, Carson, California 90746, United States -
Los Angeles County Fire Dept. Station 105
● OpenWelcome to Los Angeles County Fire Dept. Station 105, proudly serving the Compton community and surrounding areas with dedication and excellence. Located at 18915 Santa Fe Avenue, Compton, California 90220, our station is a vital part of the Los Angeles County Fire Department, renowned worldwide for its exceptional firefighting and emergency response capabilities. Our firefighters are part of an internationally acclaimed team, known for their expertise, bravery, and commitment to public safety. If you are interested in joining the ranks of these elite professionals, we offer guidance on how to become a Los Angeles County firefighter or lifeguard, both of which are esteemed positions within our department.
18915 Santa Fe Avenue, Compton, California 90220, United States -
Los Angeles County Fire Station 13
● OpenWelcome to the Los Angeles County Fire Station 13, located at 3375 Fruitland Avenue, Vernon, California. As part of the esteemed Los Angeles County Fire Department (LACoFD), our fire station is dedicated to serving the community with excellence and professionalism. Renowned internationally, Los Angeles County firefighters and lifeguards are among the best, known for their skill, dedication, and commitment to safety. At Fire Station 13, we are committed to introducing the youth of Los Angeles County to the vital roles of fire and emergency medical services, emphasizing community service and civic involvement through positive mentoring, training, education, and career development.
3375 Fruitland Avenue, Vernon, California 90058, United States -
Los Angeles County Fire Dept. Station 165
● OpenWelcome to the Los Angeles County Fire Department Station 165, located at 3255 Saturn Avenue, Huntington Park, California. As part of the esteemed Los Angeles County Fire Department (LACoFD), Station 165 is dedicated to providing exceptional fire and emergency medical services to the community. Our firefighters and lifeguards are internationally recognized for their expertise and commitment to safety, making them some of the best in the world. At Station 165, we are proud to introduce the youth of Los Angeles County to the vital roles within fire and emergency services, emphasizing community service and civic involvement through mentoring and education. We offer insights into fire safety, helping residents identify potential hazards and prepare for emergencies.
3255 Saturn Avenue, Huntington Park, California 90255, United States -
Los Angeles County Fire Dept. Station 148
● OpenWelcome to Los Angeles County Fire Dept. Station 148, located at 4264 Martin Luther King Junior Boulevard, Lynwood, California. As a vital part of the Los Angeles County Fire Department, Station 148 is committed to providing top-tier fire and emergency services to the community. Our firefighters are internationally recognized for their exceptional skills and dedication, and we take pride in our longstanding tradition of excellence. At Station 148, we are passionate about community service and civic engagement, offering innovative programs to introduce the youth of Los Angeles County to fire and emergency medical services. We emphasize the importance of fire safety and preparedness, helping residents identify potential hazards and understand emergency protocols.
4264 Martin Luther King Junior Boulevard, Lynwood, California 90262, United States
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