Financial advisor for seniors in California
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Merrill Lynch Financial Advisor Stephen M. Shaner
● ClosedMerrill Lynch Financial Advisor Stephen M. Shaner, located at 21215 Burbank Boulevard, Los Angeles, California, United States, is a finance institution known for its exemplary client service and recognition in the financial industry. The institution's team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. The team, led by Registered Senior Wealth Management Client Associate, focuses on listening, understanding, and educating clients to create tailored financial plans. With a preference for discretionary management of client assets, the institution aims to help clients achieve their life goals while managing and preserving their wealth. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis™, the team ensures that the financial approach is customized to reflect the client's goals and priorities. As Certified Financial Planners and Chartered Retirement Planning Counselors, the advisors at Merrill Lynch are equipped to provide comprehensive financial solutions to help clients reach their financial goals. With a commitment to putting clients first and providing personalized investment strategies, Merrill Lynch Financial Advisor Stephen M. Shaner is dedicated to helping clients live their best financial life.
21215 Burbank Blvd, Woodland Hills, CA 91367, United States -
Merrill Lynch Financial Advisor Daniel C Schwarber
● ClosedMerrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.
21215 Burbank Blvd, Woodland Hills, CA 91367, United States -
Merrill Lynch Financial Advisor Brett Marek
● ClosedMerrill Lynch Financial Advisor Brett Marek is a reputable finance institution located at 333 South Hope Street, Los Angeles, California, United States. Supported by the global resources of Merrill, the team at this institution is comprised of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. Mr. Carpou, a Registered Senior Wealth Management Client Associate, brings over 41 years of experience in the Investment Business, with expertise in Public Finance and Fixed Income Markets. The team at Merrill Lynch Wealth Management focuses on helping clients pursue their goals, whether it be planning for retirement, managing wealth, or philanthropic endeavors. They provide personalized financial services tailored to individual goals and offer access to global investing resources. The institution believes in understanding clients on a personal level to provide customized financial solutions. With a commitment to helping clients navigate the financial landscape, Merrill Lynch Financial Advisor Brett Marek is dedicated to helping clients achieve their financial goals.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Ellen A Nastase
● ClosedMerrill Lynch Financial Advisor Ellen A Nastase is a finance institution located at 100 Spectrum Center Drive in Irvine, California, United States. Ellen Nastase, a Vice President and Senior Financial Advisor, provides personalized financial solutions for investors based on their risk tolerance, time horizon, and overall investment goals. She focuses on wealth management planning, with a philosophy that places the investor at the forefront while keeping an eye on the market. Ellen's services include retirement, college education, and cash management planning. She joined Merrill Lynch Wealth Management in 2005 and holds a Bachelor's Degree in Literature from the University of Bucharest and an MBA from Woodbury University. Ellen lives in Huntington Beach with her husband and enjoys international travel, acrylic painting, and beach walks.
100 Spectrum Center Dr, Irvine, CA 92618, United States -
Bank of America Private Client Advisor Shirin Poustchi
● OpenBank of America Private Client Advisor Shirin Poustchi, located at 12830 El Camino Real in San Diego, California, is a finance institution led by Senior Vice President Shirin Poustchi. Shirin and her team specialize in wealth management for high and ultra-high-net-worth clients, offering customized strategies for investment management, trust and estate planning, private banking, and structured credit solutions. With a collaborative approach, they prioritize understanding each client's unique financial needs to help them achieve their financial and legacy goals. Shirin, who is fluent in Farsi and English, has a background in business banking and is dedicated to building lasting relationships with her clients. The team at Bank of America Private Bank is committed to providing personalized financial strategies and innovative solutions to help clients navigate the complexities of managing significant wealth. Please note that the website may redirect you to FINRA’S BrokerCheck, and investing involves risk. Consult your legal and tax advisors before making any financial decisions.
12830 El Camino Real, San Diego, CA 92130, United States -
Senior Finance Group
● ClosedWelcome to Senior Finance Group, your trusted Reverse Mortgage Advisors in Humboldt County, CA. Located at 3106 School Street, Fortuna, California, our woman-run business is led by Diana Fraga and Kathy Hall, who bring over 35 years of mortgage expertise to the table. We are deeply rooted in the community, with a keen understanding of the local housing market and the unique needs of our clients. At Senior Finance Group, we believe that your home is not just a place, but a collection of cherished memories and a testament to your life's journey. Our goal is to help you make the most of your home’s equity through a Reverse Mortgage, allowing you to enjoy the comfort of your home while securing your financial future. We pride ourselves on treating our clients like family, providing transparent, caring, and open dialogue throughout the process. Our professional advice is tailored to reassure and inform you about all available options, ensuring you make the best decision for your unique situation.
3106 School Street, Fortuna, California 95540, United States -
Seascape Private School
● ClosedSeascape Private School, located at 235 North Moorpark Road in Thousand Oaks, California, offers a personalized and customized educational experience for students. With a top-rated curriculum and support from certified Academic Advisors, students receive a high-quality education tailored to their individual goals, skill levels, and pace. Regardless of their location worldwide, students can access this flexible learning experience. Each student at Seascape Private School is assigned a dedicated teacher who provides assistance and guidance whenever needed. The curriculum and schedule are fully accommodated to meet the needs and abilities of each child, allowing them to progress at their own pace. Students are encouraged to explore their passions and talents, fostering independent learning and a love for education.
235 N Moorpark Rd, Thousand Oaks, CA 91360, United States -
Coast Central Credit Union
● ClosedCoast Central Credit Union is a financial institution located at 39007 California 299, Willow Creek, California, United States. They offer ATM services and various financial products. It is important to note that CCCU employees will never ask for your Online Banking password or any Secure Access Codes. The institution is currently accepting applications for college scholarships for graduating high school seniors. They are also involved in economic development initiatives in the community. Coast Central Credit Union is committed to sustainability efforts, with recycling bins in all break rooms and paperless banking options available for members. Testimonials from members highlight the ease of getting loans, excellent online banking services, and overall satisfaction with the credit union. The institution also focuses on environmental conservation by using LED lighting, maintaining fuel-efficient vehicles, and promoting responsible waste disposal. Please be aware that by clicking on external links, you are leaving Coast Central Credit Union's website and entering a site hosted by another party. Make sure to review the privacy and security policies of the external site before proceeding.
39007 CA-299, Willow Creek, CA 95573, United States -
Rotary Valley Associates
● OpenRotary Valley Associates, located at 10 Jeannette Prandi Way in San Rafael, California, is a health institution offering 80 affordable one- and two-bedroom apartments for seniors. The institution features wall-to-wall carpeting, all-electric kitchens, patios, emergency call systems, community rooms with kitchens and fireplaces, laundry facilities, picnic areas, assigned surface parking, and professional on-site management. Developed in collaboration with the Terra Linda Rotary Club and the Marin County Redevelopment Agency, Rotary Valley Senior Village received a Gold Nugget Award for "Best in the West" and an award from the National Council on Senior Aging. The charming one-story bungalow apartments with porches are located in rural Lucas Valley, close to a grocery store and a short drive to a larger shopping center. Residents can also take advantage of the shuttle bus service that stops at the property. Architectural design by Backen, Arrigoni & Ross, and construction by Segue Construction. Financial partners include Westamerica Bank, County of Marin, and AEGON USA Realty Advisors, Inc.
10 Jeannette Prandi Way # 2601, San Rafael, CA 94903, United States -
Grace Miles, Bankers Life Agent
● OpenGrace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, United States -
Igena Torres, Bankers Life Agent
● OpenIgena Torres, Bankers Life Agent is an insurance agency located at 1776 West March Lane in Stockton, California. As a trusted representative of Bankers Life, Igena Torres provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a deep understanding of insurance products, Igena Torres helps clients protect their financial future and achieve peace of mind. Visit us today to learn more about our services and how we can help you secure your financial well-being.
1776 W March Ln Ste 430, Stockton, CA 95207, United States -
Coast Central Credit Union Bayshore Mall
● ClosedCoast Central Credit Union Bayshore Mall is a financial institution located at 3300 Broadway Street in Eureka, California, United States. This institution offers ATM services and various financial products. CCCU prioritizes the safety and security of its members, warning against sharing sensitive information with anyone claiming to be from the credit union. They also provide college scholarships for graduating high school seniors and participate in economic development programs. At Coast Central, they are dedicated to making a positive impact on the local community and environment. They have implemented sustainability efforts such as recycling bins in break rooms, paperless banking options, and energy-efficient practices. Members have praised the credit union for their excellent service, easy loan processes, and convenient online banking platform.
3300 Broadway St #810, Eureka, CA 95501, United States -
Knights of Columbus Insurance
● OpenKnights of Columbus Insurance is an insurance agency located at 709 Sky Ridge Drive in Corona, California, United States. We specialize in providing insurance coverage for individuals and families, offering a range of products to meet your specific needs. Our dedicated team of agents is committed to helping you find the right policy to protect what matters most to you. Whether you are looking for life insurance, disability insurance, long-term care coverage, or retirement planning, we are here to help you navigate the complexities of insurance and ensure you have the peace of mind knowing you are covered. Contact us today to learn more about our insurance options and how we can assist you in securing your financial future.
709 Sky Ridge Dr, Corona, CA 92882, United States -
SoarLife Insurance Services
● OpenSoarLife Insurance Services, located at 5129 Acadia Drive in Riverside, California, is a health insurance agency dedicated to helping individuals, families, and businesses secure their most valuable assets. Our experienced and knowledgeable agents are committed to providing professional and understanding service to help you select the right health care insurance for your needs. Our team includes certified financial advisors, Covered California certified agents, Medicare specialists, and customer service experts who are here to assist you with all your insurance needs. We specialize in health care insurance, retirement planning, business insurance, and financial planning including securities and investment advisory.
5129 Acadia Dr, Riverside, CA 92509, United States -
Zelaya Agency- Medicare & Life Insurace Specialists
● OpenZelaya Agency is a trusted insurance agency specializing in Medicare and life insurance services. Located at 270 East Douglas Avenue in El Cajon, California, our team of specialists is dedicated to helping individuals and families find the right coverage to protect their health and financial future. With personalized attention and expert guidance, we strive to make the insurance process simple and stress-free. Contact us today to learn more about our services and how we can help you secure the coverage you need.
270 E Douglas Ave, El Cajon, CA 92020, United States -
SWAIN HEALTH INSURANCE SOLUTIONS
● ClosedSwain Health Insurance Solutions is a reputable health insurance agency located at 9159 Serenity Lane in Orangevale, California. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored to meet the individual needs of our clients. With a focus on quality care and customer service, we strive to ensure that all of our clients have access to the best possible health insurance coverage. Contact us today to learn more about how Swain Health Insurance Solutions can help you protect your health and financial well-being.
9159 Serenity Ln Suite 5, Orangevale, CA 95662, United States -
Hercules Dinglasan, Bankers Life Agent
● OpenHercules Dinglasan, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing clients with personalized insurance solutions, Hercules Dinglasan offers a range of life insurance products to meet the individual needs of each customer. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Hercules Dinglasan, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Gary Mickey - C2 Reverse Mortgage
● ClosedGary Mickey - C2 Reverse Mortgage is a finance institution located at 30267 Moon Star Circle in Menifee, California, United States. Gary Mickey is a Certified Reverse Mortgage Professional with the knowledge and competency to help seniors benefit from reverse mortgages. With a focus on aging in place, Gary provides personalized service to determine if a reverse mortgage is right for you and your family. As one of only 158 individuals with the CRMP designation, Gary upholds high standards of ethical and professional practice in the industry. The institution offers valuable resources on their website, including a Q&A section and Learning Center. With experience in purchasing his own home with a reverse mortgage, Gary understands the advantages firsthand. Serving the Inland Empire from his office in Menifee, Gary provides a local advantage to clients. The available loan amount depends on various factors, and borrowers must be 62 or older to utilize a reverse mortgage. With a focus on sustainability, the loan to value percentages are typically less than a forward mortgage. Heirs have options regarding the disposition of the property once the last surviving borrower passes away. The institution is licensed by the California Bureau of Real Estate and is an Equal Opportunity Mortgage Broker/Lender. Gary serves various locations in Southern California, including Menifee, Temecula, Lake Elsinore, Murrieta, Hemet, Oceanside, San Diego, Corona, Riverside County, Orange County, and San Diego County.
30267 Moon Star Cir, Menifee, CA 92584, United States -
Monumental Life Insurance Co
● OpenMonumental Life Insurance Co is a reputable insurance agency located at 6425 Christie Avenue in Emeryville, California, United States. With a strong commitment to providing reliable and comprehensive insurance solutions, Monumental Life Insurance Co offers a wide range of policies to meet the needs of individuals and families. Their experienced agents are dedicated to helping clients find the right coverage for their unique circumstances, ensuring peace of mind and financial security for the future. Trust Monumental Life Insurance Co to protect what matters most to you.
6425 Christie Ave, Emeryville, CA 94608, United States -
Arun Candadai, Bankers Life Agent
● OpenArun Candadai, Bankers Life Agent is an insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a dedicated Bankers Life Agent, Arun Candadai offers a wide range of insurance products and services to help individuals and families protect their financial future. With a commitment to personalized service and expert advice, Arun Candadai is a trusted partner in helping clients navigate the complexities of insurance planning. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other insurance solutions, Arun Candadai, Bankers Life Agent is here to help you secure peace of mind for the future.
5000 Hopyard Rd Ste 170, Pleasanton, CA 94588, 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 -
Jesus Fernandez, Bankers Life Agent
● OpenJesus Fernandez, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. As a trusted representative of Bankers Life, Jesus Fernandez offers a range of insurance products and services to help individuals and families protect their financial future. With a commitment to providing personalized and professional service, Jesus Fernandez helps clients navigate the complexities of insurance coverage and find the best solutions to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Jesus Fernandez, Bankers Life Agent is dedicated to helping you secure your financial well-being. Contact us today to learn more about our offerings and how we can assist you in achieving peace of mind for the future.
Sn Luis Obisp, 994 Mill St #250, San Luis Obispo, CA 93401, United States -
Alexa Jaeger, Bankers Life Agent
● OpenAlexa Jaeger, Bankers Life Agent is an insurance agency located at 994 Mill Street in San Luis Obispo, California. As a trusted representative of Bankers Life, Alexa Jaeger offers a range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and professional service, Alexa Jaeger helps clients navigate the complexities of insurance coverage and find the best solutions for their specific needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Alexa Jaeger, Bankers Life Agent is dedicated to helping you protect what matters most.
Sn Luis Obisp, 994 Mill St #250, San Luis Obispo, CA 93401, United States -
John McPherson, Bankers Life Agent
● ClosedJohn McPherson, Bankers Life Agent, is a trusted insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. Specializing in providing comprehensive insurance solutions, John McPherson is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can feel confident knowing they are in good hands with John McPherson, Bankers Life Agent. Contact us today to learn more about our insurance offerings and how we can help you secure peace of mind for the future.
994 Mill St #250, San Luis Obispo, CA 93401, United States -
Del Hegland Ny Life Insurance
● ClosedDel Hegland New Life Insurance is a reputable insurance agency located at 23 Hitchcock Way in Santa Barbara, California, United States. With a focus on providing top-notch life insurance policies to individuals and families, this institution is committed to helping clients protect their loved ones and secure their financial future. With a team of experienced professionals, Del Hegland New Life Insurance offers personalized service and tailored insurance solutions to meet the unique needs of each client. Trustworthy, reliable, and dedicated, this agency is a trusted partner in ensuring peace of mind and security for the future.
23 Hitchcock Way, Santa Barbara, CA 93105, United States -
Paul Houle Jr - State Farm Insurance Agent
● ClosedPaul Houle Jr - State Farm Insurance Agent is a trusted insurance agency located at 3022 Telegraph Road in Ventura, California. With a team of experienced professionals, including licensed staff with over 50 years of combined insurance knowledge, we are dedicated to meeting all of your insurance needs. As a veteran of the US Army, I bring a strong sense of dedication and service to my clients. Whether you are in need of Auto, RV, Motorcycle, Life Insurance, Health Insurance, or Financial Products, State Farm has competitive price plans to fit your budget. Our office is open 24/7, with convenient office hours Monday-Friday from 9-5 and after-hours phone service through State Farm's Customer Care Center.
3022 Telegraph Rd, Ventura, CA 93003, United States -
Delores Stubbs - State Farm Insurance Agent
● ClosedDelores Stubbs - State Farm Insurance Agent is a trusted insurance agency located at 11933 Long Beach Boulevard in Lynwood, California. With a focus on car, life, health, and more insurance options, our dedicated team is here to assist you with your insurance and financial needs. Serving the community of Lynwood since 2011, we are committed to giving back through various initiatives such as supporting local schools, senior centers, homeless drives, and youth sports teams. As a proud member of the Lynwood High School Alumni and Chamber of Commerce, we are dedicated to providing personalized service to both existing and prospective customers. Our office is bilingual in English and Spanish to better serve your needs. Whether you need a free quote for life insurance or information on avoiding the dangers of drunk driving, we are here to help.
11933 Long Beach Blvd, Lynwood, CA 90262, United States -
Bernard Gandara - State Farm Insurance Agent
● ClosedBernard Gandara - State Farm Insurance Agent is a trusted insurance agency located at 5150 Huntington Drive South in Los Angeles, California. With over 38 years of experience in the insurance industry, Bernard Gandara is a Senior Vice President Qualifier, Ambassador Travel Qualifier, and Legion of Honor Qualifier. Fluent in both English and Spanish, he holds a U.O.P. Bachelors in Business Management and a Masters in Business Administration (MBA). Conveniently situated across from Big Saver Supermarket and next to Pizza Hut, Bernard Gandara - State Farm Insurance Agent is dedicated to helping clients with all their insurance needs, including auto, fire, life, and health insurance. They provide personalized solutions tailored to each individual's requirements.
5150 Huntington Dr S Ste 111, Los Angeles, CA 90032, United States -
Thomas Roberts, Bankers Life Agent
● ClosedThomas Roberts, Bankers Life Agent is an insurance agency located at 355 East Rincon Street in Corona, California. Our experienced agents, including Thomas Roberts, provide a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Thomas Roberts, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients navigate Medicare Advantage plans to find the best coverage for their needs. With the increasing importance of long-term care planning as people live longer and healthcare costs rise, our team is here to help you start preparing for the future. Contact us today to start planning your next steps and ensure you and your loved ones are protected.
355 E Rincon St STE 303, Corona, CA 92879, United States
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- Financial advisor for seniors in Bell
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