Financial advisor investment tips in California
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Bank of America (Lobby Service Only)
● OpenBank of America (Lobby Service Only) is a financial institution located at 620 Main Street in Half Moon Bay, California, United States. This branch offers a range of banking services including deposits, withdrawals, and account inquiries in a convenient lobby setting. Customers can expect excellent customer service and assistance from knowledgeable staff members. Whether you are looking to open a new account or simply need to complete a transaction, Bank of America (Lobby Service Only) is here to meet your banking needs.
620 Main St, Half Moon Bay, CA 94019, United States -
Christopher Hoe - Morgan Stanley
● OpenChristopher Hoe - Morgan Stanley is a leading finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. With a reputation for excellence in the financial industry, Christopher Hoe - Morgan Stanley offers a wide range of services including investment advisory, wealth management, and financial planning. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Christopher Hoe - Morgan Stanley is committed to delivering exceptional service and expertise.
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025, United States -
The Rosenberg Bunnin Group
● OpenThe Rosenberg Bunnin Group is a reputable finance institution located at 21650 West Oxnard Street in Los Angeles, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, financial planning, and wealth management. Clients can expect personalized solutions tailored to their individual needs and goals. The Rosenberg Bunnin Group is dedicated to helping clients achieve financial success and security.
21650 W Oxnard St #1800, Woodland Hills, CA 91367, United States -
the Treasury
● OpenThe Treasury is a unique retail destination located at 127 South K Street in Tulare, California. This institution offers a wide range of products including clothing, furniture, home goods, and jewelry. With a carefully curated selection of items, The Treasury is the perfect place to find stylish and high-quality pieces for your wardrobe, home, or to give as gifts. Whether you're looking for a new outfit, a statement piece of jewelry, or a cozy addition to your living space, The Treasury has something for everyone. Come visit us and discover the treasures waiting for you at our store.
127 S K St, Tulare, CA 93274, United States -
Capital One Café
● OpenCapital One Café is a unique institution located at 4311 La Jolla Village Drive in San Diego, California. This innovative space combines the convenience of a bank with the cozy atmosphere of a café. Customers can enjoy delicious food and beverages while taking care of their banking needs. With a focus on financial education and community engagement, Capital One Café is more than just a place to manage your money - it's a destination for socializing, learning, and enjoying great food. Whether you're looking to grab a quick bite, meet with a financial advisor, or simply relax with a cup of coffee, Capital One Café has something for everyone.
4311 La Jolla Village Dr Suite #m2235 Suite #M2235, San Diego, CA 92122, United States -
Jay Epstein - State Farm Insurance Agent
● OpenJay Epstein - State Farm Insurance Agent is a reputable insurance agency located at 704 East Perkins Street in Ukiah, California. Conveniently situated next door to Starbucks Coffee on the East side of Highway 101 at the Perkins Street Exit, this agency is easily accessible for all your insurance needs. Specializing in motorcycle insurance coverage, Jay Epstein and his team are committed to ensuring that your coverage suits your biking lifestyle, whether you are a seasoned rider or a casual biker. With over a decade of experience serving the Ukiah community, Jay is dedicated to providing top-notch Insurance and Financial Services.
704 E Perkins St Suite B, Ukiah, CA 95482, United States -
Independent Finance Solution
● OpenIndependent Finance Solution is a reputable finance and insurance agency located at 4963 Sonoma Highway in Santa Rosa, California. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, insurance coverage, or retirement savings, our experts are here to provide personalized solutions tailored to your specific needs. Trust Independent Finance Solution to guide you towards a secure financial future.
4963 Sonoma Hwy ste k, Santa Rosa, CA 95409, United States -
Sharon Woo - State Farm Insurance Agent
● OpenSharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.
2915 Ninth St, Berkeley, CA 94710, United States -
Thang Vo - State Farm Insurance Agent
● OpenThang Vo - State Farm Insurance Agent is a trusted insurance agency located at 391 Jacklin Road, Milpitas, California, United States. As Spring approaches and more people hit the road for Spring breaks, it's important to ensure you have the right Auto Insurance coverage. Our team is dedicated to making the insurance process easy and stress-free for our customers, providing assistance in English, Vietnamese, Hindi, and Spanish. With over two decades of experience in the insurance industry, we offer a wide range of products and services including Auto, Motorcycle, Life, Health, Disability Income, and E&O Insurance. We prioritize customer satisfaction and strive to provide personalized service to meet the unique needs of each individual. Whether you're a new driver, a college-bound teen, or a family preparing for emergencies, we are here to help with expert advice and guidance. Our team is available 24/7, 365 days a year to assist you with any insurance inquiries or concerns.
391 Jacklin Rd, Milpitas, CA 95035, United States -
Kory Robertson - State Farm Insurance Agent
● OpenKory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.
5915 Calle Real D, Goleta, CA 93117, United States -
Reina Mendoza - State Farm Insurance Agent
● OpenReina Mendoza - State Farm Insurance Agent is an insurance agency located at 2140 Artesia Boulevard in Torrance, California. We provide a range of insurance services to protect you and your assets. Rural road driving can pose unique risks, but we offer tips to help you stay safe. We also provide advice on removing cigarette smoke smell from your car or home. Budgeting for irregular expenses can be challenging, but we have tips to help you manage. For your security, please avoid sharing sensitive information online. If you need assistance with our website, please call (310) 878-4551. State Farm offers life insurance and annuities, as well as deposit products through U.S. Bank National Association. We also offer credit cards through U.S. Bank National Association. State Farm VP Management Corp. provides investment services, but please consult a tax or legal advisor for personalized advice. Thank you for choosing Reina Mendoza - State Farm Insurance Agent for your insurance needs.
2140 Artesia Blvd # Q, Torrance, CA 90504, United States -
Jerry Estabrook - State Farm Insurance Agent
● OpenJerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.
2700 East Coast Hwy #202, Corona Del Mar, CA 92625, United States -
Neil Estrada - State Farm Insurance Agent
● OpenNeil Estrada - State Farm Insurance Agent is an insurance agency located at 355 Bristol St, Costa Mesa, California, United States. Please note that auto online quoting is not available at this time, so it is recommended to contact the agency for a quote. The team at State Farm Insurance is dedicated to serving all your financial and insurance needs. They offer tips to help you avoid the dangers of drinking and driving, as well as tools to compare insurance costs for motorcycles. The friendly staff, including Neil Estrada, Matt Baloloy, and Kate Estrada, are fluent in English and Tagalog. For pet insurance, they offer protection for your furry friends to keep them healthy and happy. Additionally, they provide information on investment options and caution against including sensitive personal information in communications. State Farm also offers life insurance, annuities, and deposit products through U.S. Bank National Association. It is important to read the terms and conditions carefully before making any decisions. For pet insurance, products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC is also associated with State Farm, offering mortgage services in various states. State Farm VP Management Corp. is a separate entity that provides banking and insurance products. It is advised to consult a tax or legal advisor for personalized advice.
355 Bristol St Ste M, Costa Mesa, CA 92626, United States -
Marianna Raynor - State Farm Insurance Agent
● OpenMarianna Raynor - State Farm Insurance Agent is located at 826 Brookside Avenue in Redlands, California. With 39 years of experience as a State Farm Agent, Marianna is dedicated to serving the insurance needs of her community. She is a proud graduate of Cal State University, San Bernardino with a BA in Business and has been a resident of Redlands since 1951. Marianna's team, including Debbie and Zen, are ready to assist with all insurance needs. Please note that at this time, the institution is temporarily unable to write new fire insurance policies, but hopes to offer this service in the near future. Auto online quoting is also currently unavailable, so please call, text, visit, or ask for a quote in person.
826 Brookside Ave STE F, Redlands, CA 92373, United States -
Luis Acosta - State Farm Insurance Agent
● OpenWelcome to the Luis Acosta State Farm Insurance Agency located at 7023 Somerset Boulevard in Paramount, California. Our agency serves all areas of Los Angeles and Orange County, providing Auto, Home, Life, and Health Insurance to the community. Our team is dedicated to building relationships based on honesty and integrity, offering professional recommendations tailored to each customer's insurance needs. Whether you're looking for tips on teaching a teen to drive safely, dealing with flood damage to your car, or driving on rural roads, we are here to help. Our mission is to help our Good Neighbors protect their future with personalized insurance plans.
7023 Somerset Blvd, Paramount, CA 90723, United States -
Maria Rodriguez - State Farm Insurance Agent
● OpenMaria Rodriguez - State Farm Insurance Agent is an insurance agency located at 212 South Atlantic Boulevard in Los Angeles, California. We offer a range of services to help you protect your financial future, including tips on avoiding the dangers of drinking and driving, financial calculators to help you make informed decisions, and guidance on monitoring and improving your credit score. Our team is committed to safeguarding your personal information and providing assistance to those using screen readers. We also offer investment options through State Farm VP Management Corp, as well as life insurance and annuities through State Farm Life Insurance Company. Deposit products are available through U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Please note that investing involves risk, and it's important to consult a tax or legal advisor for personalized advice. Contact us today at (323) 838-3660 for more information.
212 S Atlantic Blvd Ste 205, Los Angeles, CA 90022, United States -
The Apartment Consultant
● Open"The Apartment Consultant is a reputable real estate agency located at 236 West Portal Avenue in the heart of San Francisco, California. Our team of experienced consultants specializes in helping clients find their perfect apartment in the bustling city. With a deep knowledge of the local real estate market and a commitment to providing exceptional service, we strive to make the apartment hunting process as smooth and stress-free as possible for our clients. Whether you are looking for a cozy studio or a spacious penthouse, The Apartment Consultant is here to help you find your dream home in San Francisco."
236 W Portal Ave #424, San Francisco, CA 94127, United States -
Malik Real Estate Group, Inc.
● OpenMalik Real Estate Group, Inc. is a reputable real estate agency located at 7450 Morro Road, Atascadero, California. Specializing in properties in the prestigious Oak Ridge Estates community, our website, www.malikrealestate.com, provides instant property alerts and the best search experience for homes, condos, land, and foreclosures. Our user-friendly interface is updated every 15 minutes by the official Realtor®’s database, allowing you to save searches and receive daily email updates on new listings, price changes, sold data, and market reports. Explore properties on our Interactive Map Search or customize your search with boundaries around your desired area. Stay informed about your neighborhood with our custom market report feature. Trust Malik Real Estate Group, Inc. for all your real estate needs. Contact us at 145 South Street, spc A50 E Unit A 50, San Luis Obispo.
7450 Morro Rd, Atascadero, CA 93422, United States -
The Svelling Group By Fathom Realty | San Diego Real Estate
● OpenThe Svelling Group By Fathom Realty is a leading real estate agency located in Jamul, California. Specializing in San Diego real estate, our team of experienced agents is dedicated to providing top-notch service to our clients. Whether you are buying, selling, or investing in property, we are here to guide you through the process with expertise and professionalism. Visit us at 3096 Jamul Highlands Road and let us help you achieve your real estate goals.
3096 Jamul Highlands Rd, Jamul, CA 91935, United States -
Alyssa Samrick - State Farm Insurance Agent
● OpenAlyssa Samrick - State Farm Insurance Agent is located at 915 Trancas Street in Napa, California. As an insurance agency, we are dedicated to helping customers with their insurance and financial services needs. Our office is conveniently situated on the corner of Trancas Street and Villa Lane, making it easily accessible for our clients. Driving on rural roads may seem peaceful, but it comes with its own set of risks, especially when sharing the road with farm vehicles. We provide tips to help you stay safe while driving in the countryside. Additionally, we offer advice on fire-resistant tactics for your home, such as maintaining a well-mowed lawn and trimmed trees to reduce exterior fire hazards.
915 Trancas St Ste B, Napa, CA 94558, United States -
Heidi Kuiper - State Farm Insurance Agent
● OpenHeidi Kuiper - State Farm Insurance Agent is a trusted insurance agency located at 507 Purissima Street in Half Moon Bay, California. With over 45 years of experience in Auto, Life, and Health Insurance, our dedicated team is committed to serving the Coastside community. As a board member of the Half Moon Bay Beautification Committee for nearly two decades, we are actively involved in supporting local non-profits and providing scholarships to our high schools. While we do not currently offer online auto quoting, we invite you to call, text, or visit us for a personalized quote today. Our experienced team is prepared to meet all your financial and insurance needs. Whether you're looking for life insurance, annuities, or assistance with planning for higher education expenses, we are here to help.
507 Purissima St a, Half Moon Bay, CA 94019, United States -
Ramon Fernandez - State Farm Insurance Agent
● OpenRamon Fernandez - State Farm Insurance Agent is a trusted insurance agency located at 3443 Deer Park Drive in Stockton, California. We offer helpful and practical money management methods and budgeting tips for couples, as well as important information on the dangers of drunk driving and fire prevention tips for your home. Our services include life insurance, annuities, and pet insurance products underwritten by reputable companies. We also offer investment options through State Farm VP Management Corp. Please note that sensitive personal information should not be shared on our website, and if you have difficulty accessing the site, please call (209) 461-0170 for assistance. Remember to carefully consider all investment options and consult a tax or legal advisor for personalized advice. State Farm is committed to providing reliable insurance and financial services to our valued customers.
3443 Deer Park Dr D, Stockton, CA 95219, United States -
Jose Olguin - State Farm Insurance Agent
● OpenJose Olguin - State Farm Insurance Agent is a reputable insurance agency located at 4464 California Place in Long Beach, California. With 23 years of State Farm experience, Jose Olguin opened his agency in the beautiful city of Long Beach after graduating from the University of Florida with a degree in Marketing and Economics. He holds an Associate in Claims (AIC) designation and is the recipient of the 2013 HACR Young Hispanic Corporate Achievers award. At Jose Olguin - State Farm Insurance Agent, their team members prioritize customer service, maintaining long-term relationships with their clients. With over 40 years of combined insurance and customer service experience, they take a consultative approach to uncovering the insurance and financial services needs of their customers. They are able to communicate in Spanish for their Hispanic clients.
4464 California Pl, Long Beach, CA 90807, United States -
Alfredo Gonzalez Jr. - State Farm Insurance Agent
● OpenAlfredo Gonzalez Jr. - State Farm Insurance Agent is an insurance agency located at 10844 Atlantic Avenue in Lynwood, California, United States. Our office is conveniently situated on Atlantic Avenue between Abbott Rd and Imperial Hwy, across the street from McDonalds. We offer a range of insurance services including auto, life, health, and more. Our agency has been serving customers since 2007 and our State Farm Agent in Lynwood since 2013. We are licensed to do business anywhere in the state and have clients from California, Arizona, and Oregon. As a State Farm representative, we offer commercial auto insurance, life insurance, health insurance, and pet insurance. Our mission is to help individuals manage risk through personalized insurance and financial service options. We strive to be there for our customers when they need us most and to make our community a better place through information and involvement.
10844 Atlantic Ave, Lynwood, CA 90262, United States -
Lelly Woo-Grimes - State Farm Insurance Agent
● OpenLelly Woo-Grimes - State Farm Insurance Agent is a trusted insurance agency located at 12062 Valley View Street in Garden Grove, California. Situated at the corner of Valley View and Chapman, in the same plaza as US Bank, our office is easily accessible. We understand the importance of rural road safety and provide tips to navigate these roads safely. Our experienced team, including Marie, Carter, Alex, Gina, Anelka, Diana, and Lelly, is dedicated to serving our diverse community. We offer personalized products to protect assets, build financial stability, and secure legacies.
12062 Valley View St Suite 135, Garden Grove, CA 92845, United States -
PNC Bank
● OpenPNC Bank is a trusted financial institution located at 1887 First Street in Livermore, California. As a full-service bank, PNC offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their accounts 24/7. PNC Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
1887 First St, Livermore, CA 94550, United States -
Global Mortgage
● OpenGlobal Mortgage is a finance institution located at 17760 Monterey Street in Morgan Hill, California. We specialize in providing assistance for all your California mortgage needs, whether you are consolidating debt, refinancing your home, or purchasing your first house. With better rates, terms, and lower fees than other types of loans, we can help you save money and make the process fast and enjoyable. Our team is dedicated to providing quality customer service and putting your needs first. You can apply online today to take advantage of our expertise in the residential lending industry. We offer a variety of loan programs, including Purchase, Refinance, and Specialized Loans. If you want to learn more about the mortgage process, check out our helpful videos on our website. Let Global Mortgage help you achieve your homeownership goals.
17760 Monterey Rd # C, Morgan Hill, CA 95037, United States -
Lords Mortgage - Murrieta - Matthew Lords
● OpenLords Mortgage in Murrieta is a reputable finance and real estate agency located at 41880 Kalmia Street in Murrieta, California. Led by Matthew Lords, this institution specializes in providing top-notch mortgage services to help clients achieve their homeownership goals. With a strong focus on customer satisfaction and expertise in the real estate market, Lords Mortgage is dedicated to assisting clients with their financial needs and guiding them through the home buying process. Contact Lords Mortgage today for professional and reliable assistance in navigating the world of real estate and mortgages.
41880 Kalmia St #120, Murrieta, CA 92562, United States -
Banking Truths
● OpenBanking Truths is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. We specialize in helping individuals safely invest cash like big banks do, keep liquid capital compounding, and legally shelter growth from ongoing taxation. Our goal is to provide transparent and educational services, recommending only the best products and designs. We believe in complementing your wealth building efforts and customizing a private banking system that maximizes access, control, and growth while sheltering from future taxes. Let us help you recapture the velocity of your cash flow and stop letting big banks and taxes reap all the profits. Learn about the benefits of Whole Life policies and the Infinite Banking Concept, and let us do the shopping and modeling for your ideal banking life insurance policy. Join us in optimizing your financial future and securing your wealth with the most robust products, companies, and design techniques available.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Jerry Myer - State Farm Insurance Agent
● OpenJerry Myer - State Farm Insurance Agent is a trusted insurance agency located at 400 East Gobbi Street in Ukiah, California, United States. Whether you are looking for home insurance, auto insurance, life insurance, or annuities, Jerry Myer and his team are here to help you protect what matters most. In addition to providing insurance coverage, Jerry Myer - State Farm Insurance Agent also offers valuable tips and resources to help you save money and stay prepared for life's unexpected challenges. From DIY home improvement projects to tips on handling auto repair costs, they are dedicated to helping you make informed decisions about your finances.
400 E Gobbi St, Ukiah, CA 95482, United States
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