Financial advisor reviews in California
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Farmers Insurance - Gloria Delreal
● OpenFarmers Insurance - Gloria Delreal is a local insurance agency located at 225 6th Street in Hollister, California. As your Farmers agent, Gloria Delreal is dedicated to helping you understand and select the right insurance coverage for your needs. With over 16 years of experience in the industry, she can assist you with auto, home, life, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Gloria can guide you through the process to ensure you are properly protected. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts.
225 6th St STE B, Hollister, CA 95023, United States -
Farmers Insurance - Monica Virgen
● OpenFarmers Insurance - Monica Virgen is an insurance agency located at 254 Sperry Avenue in Patterson, California. As a local Farmers® agent, Monica Virgen helps customers identify insurance coverage that fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides comprehensive coverage and competitive rates with multi-line insurance discounts. Monica Virgen also offers life insurance policies to provide financial support for loved ones, renters insurance to protect personal belongings, and business insurance for small businesses. Additionally, she can help customize insurance packages for condos and provide personal umbrella insurance for added coverage.
254 Sperry Ave Ste 17, Patterson, CA 95363, United States -
SYNQMINE Tax Planning and CFO Services
● OpenSynqmine Tax Planning and CFO Services is a top-rated accounting firm and tax consultancy located at 1525 McCarthy Boulevard in Milpitas, California. Our team of financial professionals is dedicated to helping businesses and individuals make accurate financial decisions promptly. We specialize in reducing liabilities and maximizing profits for our clients in Santa Clara County. At Synqmine, we offer a full range of tax planning and accounting services to help businesses raise capital, monitor cashflow, track expenses, reduce tax liability, and identify financial trends. Our goal is to improve our client's financial position as they expand and grow into the future.
1525 McCarthy Blvd Suite 1082, Milpitas, CA 95035, United States -
Golden Bay Mortgage Group DRE# 01989440 & NMLS ID# 1403489
● OpenGolden 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.
3900 Lennane Dr STE 200, Sacramento, CA 95834, United States -
Dante Tax Service
● OpenDante Tax Service is a family-owned accounting and finance firm located at 1203 Flynn Road in Camarillo, California. With expertise and knowledge in the tax preparation business, Dante Tax Service is dedicated to serving year-round personal and small businesses with their tax preparation needs. Known for their personable, reliable, and professional services, Dante Tax Service is a trusted institution in the County. Their Enrolled Agent is qualified to represent clients before the IRS in tax reviews. Whether you are an individual or a company, Dante Tax Service offers a full range of tax professional services tailored to your specific needs. Contact them for your next tax appointment and experience the difference of being treated like a valued client. Dante Tax Service is an IRS Registered Tax Return Preparer (RTRP), CTEC Registered Tax Preparer, and IRS Enrolled Agent. Visit their website to view all published articles and learn more about their services.
1203 Flynn Rd UNIT 130, Camarillo, CA 93012, United States -
Farmers Insurance - Michael Stiny
● OpenFarmers Insurance - Michael Stiny is an insurance agency located at 5710 Hollister Avenue in Goleta, California. As your local Farmers agent, Michael Stiny helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Michael Stiny can help guide you through the process and find the right policy for your budget. Protect your most valuable possessions with Farmers Insurance, whether it's your home, rental property, or small business. With competitive rates and multi-line insurance discounts, Farmers Insurance can provide you with the coverage you need in the event of a disaster. Review your life insurance policy to ensure your loved ones are financially supported, or get a quote for renters insurance to protect your personal belongings.
5710 Hollister Ave, Goleta, CA 93117, United States -
Navy Federal Credit Union
● OpenNavy Federal Credit Union, located at 29261 Central Avenue in Lake Elsinore, California, is a full-service financial institution offering a range of services including banking, finance, and ATM access. In just 10 minutes, you can start investing with Digital Investor's tools, or receive personalized guidance from our financial advisors to create an investing strategy tailored to your needs. Our institution offers a variety of business credit card options, assistance programs for entrepreneurs, and exclusive discounts for military members. With over 13 million members since 1933, our focus remains on serving the military and their families as the most preferred and trusted financial institution. Contact our 24/7 Member Services at 1-888-842-6328 for assistance. Please note that all member business is conducted in English.
29261 Central Ave C, Lake Elsinore, CA 92532, United States -
Ceja Insurance Agency
● OpenCeja Insurance Agency is a reputable finance and insurance agency located at 1824 Saviers Road in Oxnard, California, United States. With a commitment to providing top-notch insurance services to individuals and businesses, Ceja Insurance Agency offers a wide range of coverage options to meet the unique needs of their clients. Their knowledgeable agents work diligently to find the best insurance solutions at competitive rates, ensuring peace of mind and financial security. Whether you are looking for auto, home, life, or commercial insurance, Ceja Insurance Agency is dedicated to helping you protect what matters most. Visit their office today to discuss your insurance needs with a friendly and experienced agent.
1824 Saviers Rd, Oxnard, CA 93033, United States -
John Olsen - State Farm Insurance Agent
● OpenJohn Olsen - State Farm Insurance Agent is a reputable insurance agency located at 22730 Hawthorne Boulevard, Torrance, California, United States. Celebrating Life Month, they emphasize the importance of life insurance as the greatest gift for loved ones. With a proud family history of serving California since 1984, John Olsen is a second-generation State Farm Agent. His dedicated team, Martha Hurtado and Rosa Lopez, are bilingual in English and Spanish, ensuring personalized service for all clients. With a focus on honesty, integrity, and ethical conduct, the Olsen Agency offers professional insurance and financial services. Whether you need assistance with life insurance, auto insurance, or financial planning, John Olsen and his team are available 24/7 to meet your needs. Additionally, they provide safety tips for ridesharing, swimming pools, and DIY auto maintenance. For a reliable and experienced insurance partner, contact John Olsen - State Farm Insurance Agent today.
22730 Hawthorne Blvd STE 200, Torrance, CA 90505, United States -
Wen Sung: Allstate Insurance
● OpenWen Sung: Allstate Insurance is a trusted insurance agency located at 2720 Sepulveda Boulevard in Torrance, California. With a focus on providing personalized insurance solutions to meet the unique needs of each client, Wen Sung: Allstate Insurance offers a wide range of insurance products including auto, home, life, and business insurance. Their team of knowledgeable agents are dedicated to helping clients protect what matters most to them, while providing exceptional customer service. Whether you are looking for coverage for your car, home, or business, Wen Sung: Allstate Insurance is committed to helping you find the right insurance plan to fit your needs.
2720 Sepulveda Blvd Ste 200, Torrance, CA 90505, United States -
Farmers Insurance - Deborah Colman
● OpenFarmers Insurance - Deborah Colman is an insurance agency located at 29000 South Western Avenue in Rancho Palos Verdes, California. As a Farmers Insurance Agent in Rancho Palos Verdes, CA, Deborah Colman helps customers identify the insurance coverage that best fits their needs. With over 20,000 hit and run crashes in Los Angeles annually, it is important to ensure you are covered. Deborah has the knowledge and experience to help you better understand your coverage options, whether it's for auto, home, renters, business insurance, and more. Deborah can help you with comprehensive coverage, collision coverage, deductibles, medical payments, and more. She can simplify the process of selecting the right car insurance coverage for your needs and budget. Farmers Insurance has been providing insurance products for over 80 years, ensuring that your home is protected in the event of a disaster.
29000 S Western Ave UNIT 404, Rancho Palos Verdes, CA 90275, United States -
Farmers Insurance - Olivia Sanchez
● OpenFarmers Insurance - Olivia Sanchez is a local insurance agency located at 2075 Palos Verdes Drive North, Lomita, California, United States. Olivia Sanchez is dedicated to helping customers find the insurance coverage that best suits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance is a trusted choice for protecting your valuable possessions. Olivia Sanchez can help you navigate the complexities of insurance, offering personalized and straightforward advice to make you smarter about your coverage options. Whether you need comprehensive coverage, collision coverage, or medical payments, Olivia Sanchez can assist you in selecting the right insurance plan for your budget. Additionally, they offer competitive rates and discounts on multi-line insurance policies. Whether you need insurance for your home, car, life, renters, business, or condo, Olivia Sanchez is here to help you create a solid financial plan for a secure future. Contact Olivia Sanchez today for a personalized insurance quote and start protecting what matters most to you.
2075 Palos Verdes Dr N Ste 213, Lomita, CA 90717, United States -
Linda Tysol - State Farm Insurance Agent
● OpenLinda Tysol - State Farm Insurance Agent is a trusted insurance agency located at 4136 South Street in Lakewood, California, United States. With over 40 years of experience, Linda Tysol and her team are dedicated to helping customers with their Auto, Life, and Health insurance needs in the Los Angeles and Orange County areas, as well as in Arizona. Linda Tysol is a long-time resident of the Lakewood and Long Beach community, and is actively involved in her local church and enjoys spending time with her family. The agency's vision is to be recognized as a caring group of professionals who go the extra mile for their customers.
4136 South St, Lakewood, CA 90712, United States -
Lanni Wong - State Farm Insurance Agent
● OpenLanni Wong - State Farm Insurance Agent is a trusted insurance agency located at 812 South Atlantic Boulevard in Monterey Park, California. With over 20 years of experience in the industry, Lanni Wong and her team are dedicated to providing exceptional service to customers in the Los Angeles county areas. Specializing in Auto, Life Insurance, and Financial Services, the team at Lanni Wong - State Farm Insurance Agent prioritizes understanding customers' goals and ensuring their needs are met. Whether you are in need of a new policy or reviewing existing coverage, they are there to help.
812 S Atlantic Blvd B, Monterey Park, CA 91754, United States -
Mina Gill - State Farm Insurance Agent
● OpenMina Gill - State Farm Insurance Agent is a trusted insurance agency located at 10 Centerpointe Drive in La Palma, California. Mina Gill became an agent in 2009 after being a satisfied State Farm customer since 1993. She offers a variety of insurance services including Auto, Home, Business, Workers' Compensation, Life, Renter's, and Condo Insurance. Mina is also able to assist with Relocation to California. She is an active member of the La Palma and Cypress Chamber of Commerce and is dedicated to providing exceptional service to all clients. With a focus on helping clients achieve financial security, Mina and her team are committed to going above and beyond for their customers. They offer virtual appointments for convenience and are always looking for motivated individuals to join their team. For all insurance and financial services needs, Mina Gill - State Farm Insurance Agent is the place to go.
10 Centerpointe Dr STE 8, La Palma, CA 90623, United States -
Luz Nuno - State Farm Insurance Agent
● OpenLuz Nuno - State Farm Insurance Agent is a trusted insurance agency located at 2653 West La Habra Boulevard, La Habra, California, United States. With over 25 years of insurance experience, Luz Nuno is passionate about helping the community and protecting what matters most to you. Specializing in Auto and Life insurance, the agency ensures that you and your loved ones are covered in all aspects of life. Luz Nuno is bilingual in English and Spanish, allowing for better service to the community. Additionally, she is actively involved in the La Habra Chamber and volunteers for the Southern California Hospice Foundation. With a focus on community involvement and customer service, Luz Nuno is dedicated to making a positive impact wherever she can. Whether you need assistance with insurance coverage or financial planning, Luz Nuno - State Farm Insurance Agent is here to help.
2653 W La Habra Blvd, La Habra, CA 90631, United States -
Jason Starkman - State Farm Insurance Agent
● OpenWelcome to Jason Starkman - State Farm Insurance Agent located at 18377 Beach Boulevard in Huntington Beach, California. Since 2011, our agency has been dedicated to helping individuals, families, and small business owners with all their insurance and financial service needs. We serve customers in California, Arizona, Nevada, and Oregon. As a small business owner himself, Jason Starkman specializes in providing insurance solutions for general liability, workers compensation, commercial auto, and errors & omission insurance. We offer complimentary insurance and financial reviews focusing on asset protection, college planning, and short and long-term savings plans.
18377 Beach Blvd Ste 326, Huntington Beach, CA 92648, United States -
Alexander Clarke: Allstate Insurance
● OpenAlexander Clarke: Allstate Insurance is a reputable insurance agency located at 4952 Warner Avenue in Huntington Beach, California. Specializing in providing a wide range of insurance products and services, this institution is known for its reliability and commitment to customer satisfaction. Whether you are looking for auto, home, life, or business insurance, the experienced professionals at Alexander Clarke: Allstate Insurance are dedicated to helping you find the right coverage to meet your needs. Visit their office today to speak with a knowledgeable agent and secure the protection you and your loved ones deserve.
4952 Warner Ave #205, Huntington Beach, CA 92649, United States -
Farmers Insurance - Rachel Ritter
● OpenFarmers Insurance - Rachel Ritter is an insurance agency located at 5500 Bolsa Avenue, Huntington Beach, California, United States. As your local Farmers® agent, Rachel Ritter helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Rachel provides personalized and straightforward service to make sure you are well-informed about your insurance options. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help you save money. From auto and home insurance to life insurance and business insurance, Rachel Ritter can help you customize an insurance package to reduce your risk and protect your investments. Contact Rachel today for a comprehensive insurance plan tailored to your needs and goals.
5500 Bolsa Ave #140, Huntington Beach, CA 92649, United States -
Jerry Lefevers - State Farm Insurance Agent
● OpenJerry Lefevers - State Farm Insurance Agent is an insurance agency located at 23591 El Toro Road in Lake Forest, California. They offer customizable coverage plans to protect your family, belongings, and finances. With options such as safe driving rewards, bundling discounts, and more, Jerry Lefevers can help you find the right solution for your needs. They offer auto insurance options including collision, comprehensive, rental, and rideshare coverage. State Farm is the largest auto insurance provider in the U.S. Customers can also receive discounts by combining auto and home policies. In addition to auto insurance, Jerry Lefevers offers insurance for recreational vehicles, homeowners, renters, personal property, small businesses, and life insurance. They can help you create a personalized plan to protect your valuable assets and provide financial security for your loved ones. Health insurance options, including supplemental and Medicare coverage, are also available.
23591 El Toro Rd Ste 100, Lake Forest, CA 92630, United States -
Farmers Insurance - Esam Boktor
● OpenFarmers Insurance - Esam Boktor is an insurance agency located at 3301 Ocean Park Boulevard in Santa Monica, California. As a long-time resident of California, Esam Boktor takes pride in serving the local community and surrounding areas. The agency offers a variety of insurance policies, including auto, home, life, and business insurance, as well as financial services through Farmers Financial Solutions. The team at the Esam Boktor Agency is dedicated to helping clients find the best coverage at competitive rates, with a focus on customer service and personalized plans. Whether you need comprehensive car insurance, protection for your home, or coverage for your small business, the agency is here to help. Contact Esam Boktor today to explore your insurance options and secure a more stable future for you and your family.
3301 Ocean Park Blvd #105, Santa Monica, CA 90405, United States -
Farmers Insurance - Roger Calvillo
● OpenFarmers Insurance - Roger Calvillo is an insurance agency located at 4740 Green River Road in Corona, California, United States. With a dedication to providing top-notch insurance products and services, this institution is committed to helping individuals and businesses protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, Farmers Insurance - Roger Calvillo offers a range of customizable coverage options to suit your specific needs. With a team of experienced and knowledgeable insurance professionals, you can trust that you are in good hands when you choose Farmers Insurance - Roger Calvillo for your insurance needs. Contact them today to learn more about how they can help you secure the right insurance coverage for you.
4740 Green River Rd #112, Corona, CA 92878, United States -
Kelly Duong - State Farm Insurance Agent
● OpenKelly Duong - State Farm Insurance Agent is located at 14256 Beach Boulevard in Westminster, California, United States. Situated at the corner of Beach Blvd and 13th Street in the Uncle Pete's Cafe shopping center, this insurance agency is ready to help you protect what matters most. As spring arrives, they are blooming with excitement to provide reliable insurance coverage just like flowers need protection from unpredictable weather. Their diverse team is licensed in CA, NV, and AZ, and is able to serve customers in Spanish and Vietnamese as well. They prioritize building strong relationships with their customers, ensuring a smooth transition for current State Farm customers moving to the Orange County area.
14256 Beach Blvd, Westminster, CA 92683, United States -
Poppy Bank
● OpenPoppy Bank is a trusted financial institution located at 3270 California Boulevard in the charming city of Napa, California, United States. As a full-service bank, we offer a wide range of financial products and services to meet the needs of our customers. Whether you're looking for personal banking solutions, business loans, or investment opportunities, our team of experienced professionals is here to help you achieve your financial goals. Visit Poppy Bank today and experience the personalized service and commitment to excellence that sets us apart from the rest.
3270 California Blvd suite i, Napa, CA 94558, United States -
BMO
● OpenBMO, located at 5452 Sunol Boulevard in Pleasanton, California, is a full-service bank offering a variety of banking services, investments, and lending products for both personal and commercial customers. As a member of the FDIC, BMO Bank N.A. provides banking products and services in the United States, subject to bank and credit approval. To comply with federal regulations, BMO collects and verifies information to identify all individuals and entities opening accounts. Customers may be asked to provide personal identification documents. Third-party websites linked to BMO may have different privacy and security policies. It is recommended to review the privacy and security policies of these websites. BMO Bank N.A. and its affiliates do not provide legal or tax advice, so customers should consult their independent legal and tax advisors for their particular circumstances.
5452 Sunol Blvd, Pleasanton, CA 94566, United States -
BMO
● OpenBMO, located at 3820 Capitola Road in Capitola, California, is a full-service bank offering a range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval. In compliance with federal laws, BMO requires detailed information from customers to verify their identity and prevent money laundering activities. Please be aware that third-party websites may have different privacy and security policies than BMO's. It is important to review the privacy and security policies of any websites reached through links from BMO's website. BMO Bank N.A. and its affiliates do not provide legal or tax advice, so it is recommended to consult with independent legal and tax advisors regarding your specific circumstances.
3820 Capitola Rd, Capitola, CA 95010, United States -
BMO
● OpenBMO, located at 7865 Monterey Street in Gilroy, California, is a full-service bank offering a wide range of banking services, investments, and lending products for both personal and commercial customers. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval in the United States. To comply with federal law, BMO requires all customers to provide identification information when opening an account. Additionally, BMO advises customers to review privacy and security policies of third-party websites linked from their own site. It is important to consult with legal and tax advisors for personalized advice on financial planning strategies.
7865 Monterey Rd, Gilroy, CA 95020, United States -
Eberts Law Group
● OpenEberts Law Group, located at 1160 North Dutton Avenue in Santa Rosa, California, is a trusted institution specializing in legal services. They offer digital estate planning solutions through illuminote, a platform designed to securely register, manage, and authenticate legal records for trust and estate plans. Advisors are encouraged to embrace digital estate planning as an essential component of modern financial planning for the next generation of clients. With D.A.R.C.i. Registry, Eberts Law Group provides a solution for multi-generational estate planning, allowing clients to stay informed with the latest updates and boost generational asset retention rates. By utilizing this platform, firms can enhance their financial performance by cutting down on time, cost, and risks associated with manual reviews of legal documents.
1160 N Dutton Ave # 100, Santa Rosa, CA 95401, United States -
Tier One Credit (Credit Attorneys)
● OpenTier One Credit (Credit Attorneys) is a leading institution located at 22519 Hawthorne Boulevard, Torrance, California, United States. We specialize in bringing lawsuits under the Fair Credit Reporting Act (FCRA), helping to restore your credit and getting you compensation with $0 out-of-pocket lawsuits. Our team of credit attorneys focuses on credit reporting, debt collections violations, and credit restoration. Did you know that about 1 out of 10 credit reports contain errors? Our FREE Errors & Lawsuit Review will clarify your options and determine if you have an FCRA case or something else. Our goal is to maximize your credit scores, pinpoint violations that can get you paid, and ultimately remove negative accounts from your credit report.
22519 Hawthorne Blvd, Torrance, CA 90505, United States -
Michael Khalil: Allstate Insurance
● OpenMichael Khalil: Allstate Insurance is a reputable insurance agency located at 6304 Lincoln Avenue in Cypress, California, United States. With a focus on providing personalized insurance solutions to meet the needs of individuals and families, Michael Khalil and his team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can count on Michael Khalil: Allstate Insurance to provide expert guidance and top-notch customer service. Contact them today to discuss your insurance needs and find the coverage that is right for you.
6304 Lincoln Ave, Cypress, CA 90630, United States
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