Financial advisor qualifications in California

The Alfonso Delgadillo Lending Team is a finance institution located at 1061 Tierra Del Rey in Chula Vista, California, United States. Our team is dedicated to providing exceptional lending services to individuals and businesses in need of financial assistance. Whether you are looking to purchase a new home, start a business, or consolidate debt, our experienced professionals are here to help you every step of the way. With a strong focus on customer service and a commitment to finding the best financial solutions for our clients, The Alfonso Delgadillo Lending Team is your trusted partner in achieving your financial goals.

Chris Wagner - American Pacific Mortgage is a finance institution located at 401 South Ivy Street, Escondido, California, United States. If you are currently working with an APM Loan Advisor, you can enter your information and agree to be contacted about your inquiry. Estimating your score will not impact your credit and will help provide a range of available rates. By creating a secure account, you can enjoy the services offered by Branch Manager, NMLS #237275. The institution emphasizes the signs of renewal in April and provides information for informational purposes only. Rates, terms, programs, and underwriting policies are subject to change without notice. Licensed by various regulatory bodies, Chris Wagner - American Pacific Mortgage offers a range of financial services and products.

Merrill Home Loans is a finance institution located at 3017 Douglas Boulevard in Roseville, California. We specialize in providing personalized and competitive home loan solutions to help our clients achieve their dream of homeownership. Our experienced team of professionals is dedicated to guiding you through the loan process and finding the best financing options tailored to your specific needs. Whether you are a first-time homebuyer or looking to refinance, Merrill Home Loans is committed to helping you secure the right loan for your home. Contact us today to learn more about our services and how we can assist you in achieving your homeownership goals.

Thomas Chen is a renowned finance institution located at 1679 Industrial Parkway West in Hayward, California. With a strong reputation for excellence and expertise in the field of finance, Thomas Chen offers a wide range of financial services to individuals and businesses alike. Whether you are seeking assistance with investments, loans, or financial planning, the team at Thomas Chen is dedicated to providing top-notch service and personalized solutions to help you achieve your financial goals. Trust in Thomas Chen for all your financial needs in the United States.

C2 Reverse Mortgage, located at 2814 Kinney Drive in Walnut Creek, California, offers financial services specializing in reverse mortgages. Please note that this institution is not affiliated with the Department of Housing & Urban Development or the Federal Housing Administration and should not be considered a substitute for legal, tax, or financial advice. Consult with a qualified professional for personalized guidance. The borrower must continue to pay property taxes and insurance to avoid default. Credit approval is dependent on various factors such as age, income, credit history, and property qualifications. Rates, fees, and terms may vary by state and are subject to change. C2 Financial Corporation is licensed by the California Bureau of Real Estate and NMLS, and loan approval is not guaranteed. VA loans are available through C2 Financial Corporation, but the institution is not acting on behalf of HUD/FHA or the VA.

Forbix is a finance institution located at 24151 Ventura Boulevard in Calabasas, California, United States. They specialize in providing comprehensive financing options for borrowers and optimal results for investors. Forbix owns and operates retail/commercial spaces, including a 12-story trophy property in Downtown San Pedro, a luxury mixed-use multifamily project in Olympia, Washington, and a redevelopment project in Inglewood near the Rams Stadium. With over $5 billion of debt funding collectively facilitated by their team, Forbix offers a unique perspective and assistance in optimizing financing options and maximizing returns from real estate portfolios. Clients have praised Forbix for their expertise and dedication, with CEO Emil Khodorkovsky emphasizing the institution's commitment to providing intelligent loan and investment options tailored to each client's specific needs. With their headquarters in Los Angeles, Forbix is dedicated to guiding clients on their real estate journey with care, attention to detail, and creative solutions to financing challenges. Please note that all rates, programs, and terms are subject to change without prior notice, and borrower qualification is required.

Kind Home Loans is a finance institution located in the heart of Beverly Hills, California. Our team of experienced professionals is dedicated to helping individuals and families secure the home of their dreams through personalized loan options. We pride ourselves on providing exceptional customer service and strive to create a stress-free and seamless experience for our clients. Whether you are a first-time homebuyer or looking to refinance your current home, Kind Home Loans is here to guide you every step of the way. Visit us at 433 North Camden Drive to learn more about our services and how we can help you achieve your homeownership goals.

CSMC Mortgage is a finance institution located at 3655 Alamo Street in Simi Valley, California. We specialize in providing mortgage services to individuals and families looking to purchase or refinance a home. Our experienced team of professionals is dedicated to helping our clients navigate the complex world of home loans and find the best options to suit their needs. Whether you are a first-time homebuyer or a seasoned investor, CSMC Mortgage is here to guide you through the mortgage process with personalized service and expertise. Contact us today to learn more about how we can help you achieve your homeownership goals.

American Pacific Mortgage (NMLS #302011) is a leading finance institution located at 1833 West March Lane in Stockton, California. With a strong reputation for excellence and customer service, American Pacific Mortgage offers a wide range of mortgage and loan services to clients in the United States. Their team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized solutions and expert advice. Whether you are looking to buy a new home, refinance your current mortgage, or explore other financial options, American Pacific Mortgage is committed to providing you with the support and guidance you need to make informed decisions. Trust in American Pacific Mortgage to help you secure your financial future.

GFL Capital Mortgage is a leading finance institution located at 1100 Corporate Way in Sacramento, California, United States. Specializing in mortgage services, GFL Capital Mortgage offers expert financial solutions to help individuals and families achieve their homeownership goals. With a team of experienced professionals, GFL Capital Mortgage provides personalized assistance and guidance throughout the loan process, ensuring a smooth and efficient experience for all clients. Whether you are a first-time homebuyer or looking to refinance your current mortgage, GFL Capital Mortgage is committed to providing top-notch service and support to help you secure the best financing options for your needs.

SBA Business Loans, located in Bakersfield, California, United States, is a finance institution that offers government-backed loans to help start or expand businesses. With a simple 15-second online application, you can be matched with offers in minutes and receive assistance from a dedicated Business Financing Advisor at no cost. Our Fintech Speed can reduce the SBA loan process to as little as 45 days, and we have financing options for all credit profiles. To qualify for funding from the SBA, a 675 credit score is required. Our Business Financing Advisors will help you find the best financing options for your business, including SBA 7(a) loans and SBA 504 loans. Whether you're looking to buy equipment, real estate, or need working capital, we can help. Complete our 15-second online application today to speak with a Business Financing Advisor and explore your options.

Golden Bay Mortgage Group, DRE# 01989440 & NMLS ID# 1403489, is a finance institution located at 3900 Lennane Drive, Sacramento, California, United States. Owned by Rene Jacques and Cam Villa, the institution offers personalized mortgage solutions, fast customized quotes, great rates, and service with integrity. Start the process by requesting a custom digital rate quote now and let us help you save time and money.

Smart ERC is an institution located at 350 North Lantana Street, Camarillo, California, United States, specializing in accounting and finance. Experience peace of mind and claim the Employee Retention Credit (ERC) you deserve with our network of former IRS examiners. With 18 years of tax and business consulting experience, our former IRS revenue agents offer unmatched value and security for your ERC claim, with no upfront fees. They possess in-depth knowledge of the ERC program and IRS rules and regulations, ensuring you receive the maximum ERC you're entitled to. Smart ERC's Pinnacle Assurance provides ultimate peace of mind, helping industries recover and thrive with the ERC. Whether you're overcoming financial downturns, minimizing revenue declines, reclaiming lost funds, or qualifying for the ERC under the CARES Act, our former IRS auditors are here to assist you every step of the way. Fill out the form on our website to have one of our representatives contact you about a Referral Partner Application.

AmeriEstate Legal Plan, located at 3525 Hyland Avenue in Costa Mesa, California, is a finance and legal institution specializing in estate planning and asset protection services. With over 45,000 clients served since 1998, AmeriEstate offers professional, easy, and affordable solutions for individuals, parents, professionals, and business owners looking to preserve and grow their assets over multiple generations. AmeriEstate stands out with its personalized process, approachable customer service, knowledgeable attorneys, and at-home delivery by specially trained notaries. The institution offers various products to address capital gain mitigation, such as deferred sales trusts and charitable trusts.

Tritia To - State Farm Insurance Agent is an insurance agency located at 1446 South San Gabriel Boulevard in San Gabriel, California. Serving the San Gabriel Valley and greater Los Angeles area, the agency offers a variety of insurance services, including auto, health supplement, life insurance, and financial services. The agent, Tritia To, has been a part of the State Farm family since 2010 and became a State Farm Agent in 2013. Tritia takes pride in providing excellent service to customers and has been honored with the Legion of Honor qualification. In addition to her insurance work, Tritia is committed to giving back to the community and is involved in various charitable organizations. The agency's mission is to prioritize the best interests of State Farm customers and provide personalized service to help them manage risks, recover from the unexpected, and achieve their dreams. Visitors can stop by the office for a free insurance quote or call (626) 299-4200 for assistance. Please note that State Farm VP Management Corp. is a separate entity from the State Farm entities that provide banking and insurance products.

Raymond James is a reputable finance institution located at 200 North Harbor Boulevard in Anaheim, California, United States. With a focus on providing top-notch financial services and investment opportunities, Raymond James is dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management, retirement planning, or investment advice, the knowledgeable professionals at Raymond James are here to assist you every step of the way. Trust in Raymond James for all your financial needs.

Qinghua Michelle Liu is a finance institution located at 9988 Hibert Street in San Diego, California, United States. Specializing in financial services, Qinghua Michelle Liu offers a range of financial products and solutions to meet the needs of individuals and businesses alike. With a focus on providing excellent customer service and expert financial advice, Qinghua Michelle Liu is dedicated to helping clients achieve their financial goals.

Mark Fletcher (NMLS #316888) is a reputable finance institution located at 141 Sand Creek Road in Brentwood, California, United States. With a focus on providing top-notch financial services, Mark Fletcher is dedicated to helping clients achieve their financial goals. Whether you are looking for mortgage services, refinancing options, or assistance with loans, Mark Fletcher has the expertise and resources to guide you through the process. Trust in Mark Fletcher (NMLS #316888) for all your financial needs.

Central Coast Lending is a trusted finance institution located in Morro Bay, California. Our dedicated team of professionals is committed to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking to purchase a home, refinance your current mortgage, or explore other lending options, Central Coast Lending is here to help. With a focus on exceptional customer service and competitive rates, we strive to make the lending process as seamless and stress-free as possible. Visit us at 601 Morro Bay Boulevard to learn more about how we can assist you with your financial goals.

Jim Mills-Winkler is a reputable finance institution located at 3625 Del Amo Boulevard in Torrance, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Jim Mills-Winkler is known for its expertise in financial planning, investment management, and wealth preservation. Whether you are looking to grow your portfolio or secure your financial future, the experienced professionals at Jim Mills-Winkler are dedicated to helping you achieve your financial goals. Visit us today to learn more about our services and how we can assist you in navigating the complexities of the financial world.

Daniel Quinton/Golden Bay Mortgage Group is a finance and real estate agency located at 3900 Lennane Drive in Sacramento, California, United States. Our institution offers personalized mortgage solutions, fast customized quotes, great rates, and service with integrity. Use our quick and easy tools to find out what you qualify for and let us help you secure the perfect mortgage for your needs.

Innovative Tax Group, located at 17220 Newhope Street, Fountain Valley, California, is a leading finance institution that specializes in helping eligible employers receive up to $26,000 per employee through the Employee Retention Credit (ERC). This federal incentive was created to reward businesses that kept employees on payroll during the pandemic, and even those who received PPP loans can also qualify for the ERC. The team at Innovative Tax Group simplifies the process for businesses, ensuring they receive the maximum credit they are entitled to. With their expertise, businesses can cover operating expenses, hire talent, pay off debt, and more. Fill out a simple form to see if your business qualifies for this payroll tax refund today. With zero cost, zero obligation, and a 100% free consultation, Innovative Tax Group is here to help you navigate the ERC process and claim the capital that is rightfully yours.

Christopher Jonathan Ramirez EA & Associates, LLC is an accounting and finance institution located at 370 West Grand Boulevard, Corona, California, United States. Specializing in tax resolution for businesses and individuals, our team of experts is highly qualified and authorized to represent clients before the Internal Revenue Service. Founder Christopher Jonathan Ramirez, EA, is an IRS Enrolled Agent with exceptional qualifications and experience, providing unparalleled tax resolution services. Our services include accurate and secure tax filing, proactive cost-saving strategies for corporate tax planning, payroll and bookkeeping assistance for small businesses, and personalized tax advice and expertise. With a strategy-based approach tailored to each client's specific situation, we guarantee stress-free tax services brought to you by experts. Contact us for a free, no-obligation initial consultation to see how we can best serve you. Your Tax Geeks are here to provide you with top-notch tax resolution services.

America's Choice Tax Relief is a finance institution located at 38975 Sky Canyon Drive, Murrieta, California, United States. Our licensed tax experts and CPAs have assisted thousands of Americans with various IRS tax situations. With over 50 years of combined experience, our team can help you reduce or resolve your tax problems with the IRS. Our 2-step process begins with a phone call with one of our experts who will diagnose your tax burden and find the best options for you. We guarantee a tax resolution if you are pre-qualified, or you will get 100% of your money back if the resolution fails due to our error. Your safety and privacy are important to us, and we will not share any personal information without your permission. Please note that results may vary on a case by case basis, and we do not guarantee qualification for IRS tax resolution programs. Contact us today for a free consultation to get your tax resolution started!

Tax Hardship Center, LLC is a trusted institution located at 30700 Russell Ranch Road in Westlake Village, California, United States. Specializing in accounting and finance, the center offers a range of services including Business Tax Relief, Personal Tax Relief, Paycheck Garnishments, Unfiled taxes, IRS Penalties, Payroll Taxes, Audit Defense, and Bank Levies. If you find yourself in a situation where you are facing tax issues and need help navigating the complex world of the IRS, Tax Hardship Center is here to assist you. With a focus on transparency and education, the center ensures that every client is well-informed and supported throughout the process.

Welcome to Truist - ATM, conveniently located at 231 Windsor Way, Long Beach, California 90802. As a trusted financial partner, we offer a comprehensive range of services to meet your financial needs. Whether you're exploring our array of banking products, seeking the right loan, or considering pre-qualification for a Truist credit card, our team is here to guide you every step of the way. At Truist, we provide a wide spectrum of financial solutions through our various affiliates. Our offerings include banking products like loans and deposit accounts, investment and trust management services, securities, brokerage accounts, and insurance products, all supported by our highly qualified professionals. Our mortgage services are handled by Truist Bank, with all professionals registered on the Nationwide Mortgage Licensing System & Registry (NMLS), ensuring transparency and uniformity.

Welcome 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.

Welcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.