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TOP 30 Financial advisor services in National City, CA
205 results found
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Financial Partners Credit Union
Financial Partners Credit Union is a finance institution located at 365 South Spruce Avenue, South San Francisco, California, United States. At Financial Partners, you can get the wheels you need to take your precious cargo where they need to go. They offer personalized product recommendations based on your unique financial goals, with 0% APR for 12 months plus 5,000 APEX bonus points. Bank smarter with Financial Partners and enjoy better rates than national banks. Earn rewards such as 250 APEX points per month and free cell phone insurance when you pay your monthly bill with your Financial Partners debit card. They offer various banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, personal loans, and more. With branches in Los Angeles Metro, Orange County, San Diego, and San Francisco areas, you can bank online, with their mobile app, or visit conveniently located branches. Financial Partners Credit Union is committed to non-discrimination and provides a link to a third-party website for additional services.
Kevin Schultz, Washington National Agent
Kevin Schultz, Washington National Agent is an insurance agency located at 271 King Daniel Lane in Goleta, California. As a trusted representative of Washington National, Kevin Schultz offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning, Kevin Schultz is dedicated to providing personalized and professional guidance to help you make informed decisions about your insurance coverage. Visit Kevin Schultz, Washington National Agent today to learn more about how they can help protect you and your loved ones.
City National Bank
City National Bank, located at 2001 North Main Street in Walnut Creek, California, is a trusted financial institution offering personalized banking services for small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, City National Bank combines the resources of a global bank with the personalized service of a community bank. Our experienced Relationship Managers are dedicated to helping clients achieve their financial goals through comprehensive planning and tailored solutions. From private banking to wealth management, our team is committed to helping you preserve and grow your wealth for generations to come. With a focus on diversity, equity, and inclusion, City National Bank is dedicated to fostering a positive company culture. Choose City National Bank for a personalized banking experience that puts your needs first. Visit us today to make an appointment with one of our experienced Relationship Managers.
City National Bank
City National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
Financial Partners Credit Union
Financial Partners Credit Union, located at 7800 Imperial Highway in Downey, California, offers a wide range of banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, and personal loans. With personalized product recommendations based on your unique financial goals, you can bank smarter and enjoy better rates than national banks. Take advantage of 0% APR for 12 months and earn 5,000 APEX bonus points. Get 250 APEX Points per month when you complete 15 or more debit card signature transactions totaling a minimum of $1,000. Enjoy free cell phone insurance when you pay your monthly cell phone bill with your Financial Partners debit card. Visit one of our conveniently located branches in California, or bank online with our mobile app. Discrimination is prohibited based on federal law and U.S. Department of the Treasury policy. Proceed with caution when leaving FPCU.org and going to a third-party website, as Financial Partners is not responsible for any content, products, services, or external links on the third party's website.
City National Bank
City National Bank, located at 2011 Palomar Airport Road in Carlsbad, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are dedicated to providing personalized solutions to help our clients succeed. From personal and business banking to wealth management and software solutions, City National Bank is committed to helping our clients thrive. As a subsidiary of Royal Bank of Canada, we uphold a legacy of integrity and strong client relationships. Choose City National Bank for a customized banking experience that puts your needs first. Visit us today to learn more about how we can help you achieve your financial goals.
City National Bank
City National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
City National Bank
City National Bank, located at 21800 West Oxnard Street in Los Angeles, California, is a trusted financial institution with a focus on personalized service. Founded in 1954, City National Bank has a long-standing commitment to helping clients, colleagues, and communities succeed. Offering a range of services including personal, private, and business banking, as well as wealth management and software solutions, City National Bank is dedicated to providing tailored solutions to meet the unique needs of each client. At City National Bank, clients can expect a client-first approach that prioritizes understanding their individual circumstances and financial goals. With a commitment to diversity, equity, and inclusion in the workplace, City National Bank is dedicated to creating a culture that values and respects all individuals. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, clients can trust in City National Bank's stability and expertise.
National Legacy Capital Group
National Legacy Capital Group, located at 5405 Morehouse Drive in San Diego, California, is a finance institution that specializes in helping small and mid-sized businesses thrive. They offer business lines of credit, equipment financing, working capital loans, and more to support operational expenses and growth. With decades of experience, they provide fast and personalized funding options with no fees. Clients have praised their efficient application process, attentive advisors, and ability to secure financing when other companies could not. The team at National Legacy Capital Group is known for their professionalism, knowledge, and excellent service, making them a highly recommended choice for businesses in need of financial support.
Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor
Travis Loughridge, Bankers Life Agent and Bankers Life Advisory Services Investment Advisor in Santa Barbara, California, offers a wide range of insurance options from leading companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, Travis can help you find the right coverage to meet your needs. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to plan ahead and have important conversations with your loved ones. Visit Travis Loughridge today to start planning for your future.
McKenzie Legal & Financial
McKenzie Legal & Financial is a full-service law firm located at 2631 Copa De Oro Drive in Los Alamitos, California. Specializing in estate planning and asset protection, the institution is led by Thomas McKenzie, a highly qualified attorney and financial advisor. With over 20 years of experience, Mr. McKenzie is a member of the California State Bar, the National Academy of Elder Law Attorneys, and is accredited by the United States Veterans Administration. As a Series 7 licensed securities broker and Series 65 Investment Advisor Representative, he offers comprehensive legal and financial services to clients in Los Angeles and Orange County. Estate planning is a crucial aspect of securing your assets and ensuring they are distributed according to your wishes. Mr. McKenzie provides transparent and personalized representation, drafting each document himself to suit your unique circumstances. With a focus on client satisfaction and cost-effective solutions, McKenzie Legal & Financial is a top-rated law firm serving Orange County and Los Angeles.
National College Planners
National College Planners is a reputable institution located at 890 Hampshire Road in Westlake Village, California, United States. As a finance university, we specialize in providing comprehensive guidance and support to students and families as they navigate the complex process of planning and financing higher education. Our experienced team of advisors is dedicated to helping students make informed decisions about college selection, financial aid options, and scholarship opportunities. With a commitment to personalized service and expertise in the field of college planning, National College Planners is the go-to resource for individuals seeking to achieve their academic and financial goals.
Sean Son Phan, Bankers Life Agent and Bankers Life Securities Financial Representative
Sean Son Phan, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. Sean Son Phan is a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in Medicare Advantage plans, which provide all-in-one coverage with options for prescription drug coverage and low monthly premiums. Planning for long-term care is essential as healthcare costs rise and life expectancy increases. Let us help you prepare for the future and make informed decisions about your insurance needs. Visit us today to start planning for what's next.
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering 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. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual
Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual is a leading finance and insurance agency located at 203 Redwood Shores Parkway in Redwood City, California, United States. Specializing in providing personalized financial planning, wealth management, and insurance services, Nerd Nation is dedicated to helping clients achieve their financial goals and secure their futures. With a team of knowledgeable professionals, Nerd Nation offers expert guidance and tailored solutions to meet each client's unique needs. Trust Nerd Nation Financial, Wealth Management & Insurance Services - Northwestern Mutual to safeguard your financial well-being and plan for a prosperous future.
DABK Financial Planning Services
DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2033 North Main Street, Walnut Creek, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide array of financial planning topics and are designed to ensure that advisors have the knowledge and expertise to help their clients make informed decisions. Additionally, Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC specializes in serving veterans, active duty, Reserve, National Guard, and small business owners.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.
Together CFO- Tax Savings Preparation, Accounting, Advisor and Consultant in Los Angeles
Together CFO is a premier institution located in Los Angeles, California, specializing in tax savings preparation, accounting, and financial advisory services. Our team of experienced professionals works with 7-8 figure business owners to create and execute comprehensive financial strategies that help them keep more of their hard-earned money and protect their family's legacy. We offer services that range from improving financial reporting to strategic giving, blending billionaire-inspired philanthropy with smart financial planning. Our expertise in tax laws and efficient planning techniques allows us to help clients safeguard their profits and reduce their tax burden.
NATIONAL FRINGE BENEFITS OF CA
National Fringe Benefits of CA is a reputable finance institution located at 8939 South Sepulveda Boulevard in Los Angeles, California. Specializing in providing fringe benefits for individuals and organizations, they offer a wide range of financial services to help clients maximize their employee benefits and savings. With a team of experienced professionals, National Fringe Benefits of CA is dedicated to helping clients navigate the complex world of finance and achieve their financial goals.
National Securities
National Securities is a leading finance institution located at 5777 West Century Boulevard in Los Angeles, California. We offer a wide range of financial services, including investment banking, wealth management, and trading services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance. Whether you're looking to grow your wealth, plan for retirement, or make strategic investment decisions, National Securities is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Keith T Tanabe
Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.
Uptown Advisors
Uptown Advisors is a reputable accounting and finance institution located at 7028 Greenleaf Avenue, Whittier, California, United States. Specializing in small business taxes, our firm is dedicated to understanding the unique needs of small businesses. Let us take the burden off your shoulders by managing your books, planning for taxes, and identifying tax-saving opportunities. We also offer comprehensive business services, including payroll management and HR support, with a personal touch that sets us apart from big national companies. When it comes to choosing the right business entity, such as LLC, Corp, or S-Corp, don't rely on online services - consult with our experts to determine the best option for your specific tax situation. Trust Uptown Advisors to provide the expertise and support you need to succeed in your business endeavors.
Chartwell Financial Advisory, Inc.
Chartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Pacifica Wealth Advisors
Pacifica Wealth Advisors is a finance institution located at 9870 Research Drive in Irvine, California, United States. Specializing in retirement planning and managing sudden wealth, Pacifica Wealth Advisors has been helping clients navigate financial transitions for nearly three decades. Lead advisor Robert Pagliarini, who holds a PhD in financial and retirement planning, is dedicated to putting clients' best interests first as a Real Fiduciary. With a focus on serving Sudden Wealth™ recipients, Pacifica Wealth Advisors helps individuals go from confused to confident in their financial decisions. The institution does not receive commissions or financial incentives and is nationally recognized for its financial expertise. With a team of experienced financial planners and investment managers, Pacifica Wealth Advisors offers a free 9-day investment course to educate clients on essential investing principles. Choose Pacifica Wealth Advisors for fiduciary financial planning services that prioritize your financial well-being.
Economic Group Pension Services (EGPS)
Economic Group Pension Services (EGPS) is a finance institution located at 23382 Mill Creek Drive in Laguna Hills, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, and converted prospects can help you achieve your goals. We offer tailored retirement plan designs to maximize savings, tax benefits, and unique goals. By filling out a short form, we can provide you with a cost estimate and share our services with you. At EGPS, we handle all the complex administrative work so you can focus on your business. We strive to reduce your responsibilities and risk while keeping your plan in compliance. Our focus is on getting to know our clients, their businesses, and their retirement plan goals. We help business owners and employees save for their dreams while minimizing risk and tax burden. We also serve as dedicated partners to financial advisors, CPAs, and recordkeepers, striving to be their best ally. With a combination of national resources, professionalism, and expertise, we offer personal collaboration to help you reach your unique goals.
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