Financial advisors for investors in National City, CA
22 results found
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Infinity Financial Services
● OpenInfinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate. With a focus on eliminating paper-based processes and automating applications, Infinity Financial Services offers a streamlined platform for advisors to efficiently manage client investments. The institution boasts a market-leading investment in technology, providing a user-friendly interface and a wide range of services including asset management, insurance, and risk management. Infinity Financial Services caters to a diverse range of financial advisors, from wirehouse advisors transitioning to independence to independent financial advisor representatives nationally. The institution provides support for advisors looking to work remotely, transition to a Registered Investment Advisor (RIA), or streamline their hybrid business model. With a strong emphasis on security and advanced technology, Infinity Financial Services offers a comprehensive suite of online tools to help advisors stay connected and manage client finances effectively.
212 9th St STE 202, Oakland, CA 94607, United States -
Sun Life Financial
● OpenSun Life Financial is a finance institution located at 3611 Harbor Boulevard, Santa Ana, California, United States. We are dedicated to keeping our clients' personal data safe and secure, offering a range of financial services to meet their needs. Our performance highlights and strategic performance demonstrate our commitment to excellence. At Sun Life, we believe in preventing type 2 diabetes and raising awareness about the risks. Our annual meeting is coming up on Thursday, May 9, where you can join virtually or in-person to learn more about our company's growth and progress.
3611 Harbor Blvd # 150, Santa Ana, CA 92704, 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 -
Nanette Dutcher - State Farm Insurance Agent
● OpenNanette Dutcher - State Farm Insurance Agent is a reputable insurance agency located at 2170 South Main Street in Lakeport, California, United States. Conveniently situated next door to the Record Bee Newspaper and just south of K-Mart, this agency offers a range of insurance products and services to meet the needs of individuals and families. Teenage speeding is a serious issue that can lead to fatal accidents, which is why this agency provides valuable driving tips to help prevent speeding and promote safer driving habits. Additionally, they offer advice on DIY auto maintenance to help reduce rising auto repair costs.
2170 S Main St, Lakeport, CA 95453, United States -
Pedro Maldonado - State Farm Insurance Agent
● OpenWelcome to the Pedro Maldonado State Farm Agency located at 1933 East Florence Avenue in Los Angeles, California. Our family owned insurance agency has over 12 years of experience in providing the right coverage for your Auto, Home, and Life insurance needs. Our licensed team is dedicated to ensuring that you and your family are financially secure. At our agency, we offer a range of insurance products from life insurance to special needs trusts to keep your loved ones protected. We also provide tips on DIY auto maintenance to help combat rising repair costs.
1933 E Florence Ave, Los Angeles, CA 90001, United States -
Pedro Maldonado - State Farm Insurance Agent
● OpenWelcome to Pedro Maldonado - State Farm Insurance Agent located at 2615 Clarendon Avenue, Huntington Park, California, United States. We are a family-owned insurance agency with over 12 years of experience, dedicated to providing the right insurance coverage for your Auto, Home, and Life. Our licensed team is committed to ensuring that you and your family are taken care of for all your financial and insurance needs. At our agency, we prioritize financial security and offer guidance on managing debt, saving for education, and handling auto repair costs. We aim to be the customer's center of information and help them realize their dreams through our Insurance and Financial reviews. Our mission is to build a roadmap towards a secure future for you and your family.
2615 Clarendon Ave, Huntington Park, CA 90255, United States -
Kristen Young - State Farm Insurance Agent
● OpenKristen Young - State Farm Insurance Agent is a reputable insurance agency located at 543 Main Street, Half Moon Bay, California. Conveniently situated across from Goldworks Jewelers, our agency is dedicated to serving as your trusted insurance resource. As a small business owner in Half Moon Bay, we understand the importance of protecting your insurance and financial needs. With a B.S. degree from Cal Poly San Luis Obispo and deep roots in San Mateo County, we have a strong connection to the local community. Specializing in assisting individuals and families with relocations to the Half Moon Bay Coastside, we offer personalized options tailored to your unique requirements. Our expertise extends to health and life insurance options throughout California, ensuring that you have the coverage you need to safeguard what matters most. Whether you need assistance with relocations, health insurance, life insurance, or pet insurance, our agency is here to help.
543 Main St, Half Moon Bay, CA 94019, 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 -
Navy Federal Credit Union
● OpenNavy Federal Credit Union, located at 1727 Sweetwater Road in National City, California, is a full-service financial institution offering banking, finance, and ATM services. Whether you're looking to invest with Digital Investor's tools, receive personalized financial guidance, or choose a business credit card, Navy Federal has you covered. Their team of financial advisors can help you create an investing strategy tailored to your needs, and their military exclusives offer special rates and discounts for those who have served. With over 13 million members since 1933, Navy Federal is committed to serving the military and their families as the most preferred and trusted financial institution. Contact their 24/7 Member Services at 1-888-842-6328 for assistance.
1727 Sweetwater Rd #106, National City, CA 91950, United States -
Sean Leland - State Farm Insurance Agent
● OpenSean Leland - State Farm Insurance Agent is a reputable insurance agency located at 720 South Main Street in Fort Bragg, California. Specializing in Auto Insurance and Business Insurance, Sean Leland has been serving the Mendocino Coast community since 2013. With a strong commitment to educating individuals about their unique Life Insurance needs, Sean is deeply connected to the local community, with a family history spanning seven generations in Mendocino County. Active in organizations such as Mendocino Rotary and Fort Bragg Ducks Unlimited, Sean is dedicated to serving the residents of Fort Bragg, Mendocino, Anderson Valley, Willits, and the entire Mendocino Coast. Parking lot accidents can be a common headache for drivers, and State Farm offers valuable advice on what to do in case of a fender bender. In today's digital age, it's important to understand what happens to your online accounts after you pass away or can no longer manage them.
720 S Main St, Fort Bragg, CA 95437, United States -
Mike Kim - State Farm Insurance Agent
● OpenMike Kim - State Farm Insurance Agent is located at 8442 Moody Street in La Palma, California. Mike has been serving as a State Farm Agent in La Palma since 2000, with prior experience in Claims and Catastrophe Team work. With over 60 years of combined State Farm experience, Mike and his team can assist with a wide range of insurance products including banking, auto, home, renter's, life, health, and business insurance. The team is fluent in English, Spanish, and Korean, ensuring language barriers are not an issue for customers. The agency prides itself on providing prompt, accurate, and cost-effective service to customers, aiming to be the first choice for insurance and financial products. The team includes Linda, Jennifer (Office Manager), and Nga, who are all dedicated to helping customers with their insurance needs. Customers appreciate their compassion, dedication, and knowledge in providing excellent service.
8442 Moody St, La Palma, CA 90623, United States -
Meredith Thompson - State Farm Insurance Agent
● OpenMeredith Thompson - State Farm Insurance Agent is an insurance agency located at 165 East College Street in Covina, California, United States. Whether you're looking to renovate your home, add a new car to your collection, or plan for retirement, we are here to help you calculate the time and money needed to make your dreams a reality. Driving on rural roads may seem safe, but it comes with its own set of risks, especially when sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. With qualified retirement plans like 401ks, you have the flexibility to take your savings with you when you leave your job. We provide options for you to consider when it comes to managing your retirement funds. For your privacy and protection, please refrain from including sensitive personal information when contacting us.
165 E College St, Covina, CA 91723, United States -
Greg Rosalino - State Farm Insurance Agent
● OpenGreg Rosalino - State Farm Insurance Agent is located at 1520 North El Camino Real in San Clemente, California. As an insurance agency, we provide valuable information on topics such as the dangers of drunk driving, what to do in the event of a car fire, and signs that may indicate the need for rewiring in your home. We prioritize the protection of your personal information and offer assistance for those using screen readers. Investors can find important information on investment objectives and risks on our website. We also offer life insurance and annuities through State Farm Life Insurance Company, as well as deposit products through U.S. Bank National Association. Additionally, we provide pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company, administered by Trupanion Managers USA, Inc.
1520 N El Camino Real Unit 6, San Clemente, CA 92672, United States -
Coleman Meshack - State Farm Insurance Agent
● OpenColeman Meshack - State Farm Insurance Agent is a trusted insurance agency located at 6030 Santo Road in San Diego, California. With over 30 years of experience as a State Farm Agent, Coleman Meshack is dedicated to helping clients plan for the future and protect their loved ones. He is a graduate of Lincoln High School, UCLA University, and San Diego State University, with a BS Honor Agent Qualifier/RVP Council Millionaire Club Qualifier Golden Triangle Qualifier Life Honor Club Qualifier National Convention Qualifier San Diego Native. Understanding the importance of life insurance and retirement planning, Coleman Meshack offers expert advice on creating a secure financial future. He also provides tips on DIY auto maintenance to help combat rising repair costs. For your security, sensitive personal information should not be shared on the website.
6030 Santo Rd suite h, San Diego, CA 92124, United States -
Adrienne Ng - State Farm Insurance Agent
● OpenAdrienne Ng - State Farm Insurance Agent is a trusted insurance agency located at 1643 Noriega Street, San Francisco, California. As your State Farm agent, Adrienne Ng is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. By offering a range of insurance products and services, including life insurance, annuities, and home insurance, Adrienne Ng is committed to being your first choice for all your insurance needs. In addition to providing insurance coverage, Adrienne Ng - State Farm Insurance Agent also offers valuable tips and information to help you avoid common risks and issues. From the dangers of drinking and driving to the importance of regular home plumbing checkups, Adrienne Ng is here to help you protect yourself and your loved ones.
1643 Noriega St, San Francisco, CA 94122, United States -
Rob Meroth - State Farm Insurance Agent
● OpenRob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.
2325 Palos Verdes Dr W Ste 218, Palos Verdes Estates, CA 90274, United States -
UBS International
● OpenUBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
600 W Broadway # 2800, San Diego, CA 92101, United States -
Stifel
● OpenStifel is a leading finance institution located at 3554 Round Barn Boulevard in Santa Rosa, California, United States. With a history dating back to 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking 7th in terms of the number of financial advisors. Our Private Client Group boasts over 2,300 financial advisors, making us the 7th largest full-service investment firm based on the number of financial advisors. At Stifel, we are dedicated to helping our clients achieve their financial goals. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief. These resources provide valuable market updates and insights to help our clients navigate the complexities of the financial world.
3554 Round Barn Blvd #200, Santa Rosa, CA 95403, United States -
Rockefeller Capital Management
● OpenRockefeller Capital Management, located in Campbell, California, is a leading finance institution that has served families, individuals, institutional investors, and corporations for over seven generations. With a focus on individualized service and a commitment to innovation, Rockefeller Capital Management offers independent strategic business advice, guidance, and investment solutions to meet a wide range of financial needs and objectives. With a rich history shaped by the Rockefeller family, the institution continues to pave the way for the future of financial services by delivering unique insights and outcomes to its clients. The experienced and talented team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service and expertise.
1999 S Bascom Ave Suite 700, Campbell, CA 95008, United States -
Leah Legal: Long Beach Criminal Attorney
● OpenWelcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.
Long Beach, California 90806, United States -
Navy Federal Credit Union ATM
● OpenWelcome to the Navy Federal Credit Union ATM located at 535 West Channel Islands Boulevard, Port Hueneme, California 93041. As a premier financial institution serving the military and their families, we provide a comprehensive range of financial services tailored to meet your needs. Our ATM services are designed for your convenience, allowing you to make withdrawals, deposits, loan payments, balance inquiries, and transfers between your Navy Federal accounts, all free of charge using your Navy Federal Debit Card and PIN. With a history dating back to 1933, Navy Federal Credit Union has grown to serve over 13 million members, anchored by our vision to be the most preferred and trusted financial institution for the military community. Our membership is open to all branches of the armed forces and their family members, offering exclusive military benefits such as low rates, special offers, and discounts.
535 West Channel Islands Boulevard, Port Hueneme, California 93041, United States -
J.P. Morgan Private Bank
● OpenWelcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.
222 Pacific Coast Highway, El Segundo, California 90245, United States
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