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TOP 30 Financial advisory services in National City, CA
42 results found
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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.
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.
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).
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.
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.
Coastal Financial Group
Coastal Financial Group, located at 5290 Overpass Road in Santa Barbara, California, is a finance institution offering a range of products and services. Licensing is available through the State Insurance Department's website, as recommended by the National Association of Insurance Commissioners. The team at Coastal Financial Group, operating under the marketing name Thrivent Financial for Lutherans, provides advice and guidance through their Financial Planning Framework. Clients may choose to engage further with Dedicated Planning Services for a fee, resulting in written recommendations. Insurance products are issued by Thrivent and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit the Thrivent website or FINRA's Broker Check.
Syud Sharif - Ameriprise Financial Services, LLC
Syud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
BlueArrow CPAs | Native American CPA Firm | Auditing & Accounting Services for Tribal Governments
BlueArrow CPAs is a Native American-owned CPA firm located at 16870 West Bernardo Drive in San Diego, California. Specializing in auditing and accounting services for Tribal Governments, we go above and beyond to serve Native Americans and Tribal Nations. Our comprehensive services include Audit, Accounting, Consulting, and Information Technology, helping Native American Tribes achieve their full potential. Our experts provide qualified assistance in handling financial transactions, maintaining general ledgers, and generating accurate financial reports. We also introduce robust IT systems to streamline organizational productivity. With a focus on growth and community service, BlueArrow CPAs is dedicated to supporting tribal organizations. Testimonials from clients like Jordan Knows Gun, Director of Finance at the Northern Cheyenne Tribe, highlight our diligence, knowledge, and cost-efficiency. Trust BlueArrow CPAs to plan for your future while preserving the past, offering a range of services including advisory, auditing & assurance, and IT services.
MJ TAX AND NOTARY SERVICES
MJ Tax and Notary Services is a reputable institution located in National City, California, specializing in providing top-notch accounting and finance services. With a convenient location at 3100 East 8th Street, clients can rely on their team of experts for all their tax and notary needs. Whether you need assistance with tax preparation, financial planning, or notary services, MJ Tax and Notary Services is dedicated to providing professional and reliable solutions to help you achieve your financial goals. Trust in their expertise and experience to handle all your accounting and finance needs with precision and efficiency.
Kemper Income Tax Service
Kemper Income Tax Service is a reputable accounting and finance institution located at 316 Highland Avenue in National City, California, United States. With a team of experienced professionals, they provide top-notch tax preparation services to individuals and businesses, ensuring accurate and timely filing. Whether you need assistance with personal income taxes or corporate financial matters, Kemper Income Tax Service is dedicated to helping clients navigate the complexities of the tax system with ease. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.
Synergist Law, P.C.- Law Firm
Synergist Law, P.C. is a premier law firm located at 1299 4th Street in San Rafael, California, specializing in personal injury cases involving catastrophic injuries. Our team of experienced lawyers represents clients not only in the San Francisco Bay Area, but also across the nation. We handle cases such as traumatic brain and spinal cord injuries, birth and neonatal injuries, failure to diagnose cases, product liability, medical malpractice, pharmaceutical drug injuries, catastrophic car or truck accidents, and wrongful death cases. When facing powerful corporations with well-funded defense teams, it is crucial to have legal expertise as well as the ability to work with experts on complex subjects. Synergist Law has the resources and targeted expertise in technical, medical, and financial issues to give our clients an edge in their cases. Our attorneys have received education and training from renowned institutions, allowing them to cross-examine opposing experts with unrivaled technical expertise.
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.
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.
My Corporate Agent Inc
My Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
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.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 3610 Central Avenue in Riverside, 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 focuses on full-service financial planning and research-driven investments. They take a holistic approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and build enduring legacies. Visit their Riverside office or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located in Carlsbad, 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 focus on full-service financial planning and research-driven investments. The firm's holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and transition smoothly into retirement. They offer personalized wealth management experiences and customized solutions for clients. With a commitment to fiduciary responsibility, Beacon Pointe Advisors is dedicated to providing top-notch financial services to their clients.
Gunderson Capital Management, Inc.
Gunderson Capital Management, Inc. is a finance institution located at 701 Palomar Airport Road, Carlsbad, California, United States. They offer wealth management and advisory services for individual investors, including portfolios, retirement income planning, risk management, and consulting. The institution manages 5 portfolios with varying degrees of investment risk and return, catering to both conservative and aggressive investors. They seek out the best Large-Cap growth stocks, fastest growing stocks, and Dividend and Growth stocks in the world, as well as bonds issued by companies from their Best Stocks Now rankings list. In addition to asset management, they provide financial planning services tailored to each client's needs, such as Risk Management, Retirement Planning, Investment Analysis & Planning, and Private Individual Consultations. They also offer the Best Stocks Now App Subscription, providing access to Bill Gunderson's stock grading system and daily market insights through the nationally syndicated radio program Best Stocks Now. Gunderson Capital Management has additional locations in Sarasota, FL and Minneapolis, MN for client appointments.
UBS International
UBS 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.
Erica Cantrell - Thrivent
Erica Cantrell - Thrivent is a finance institution located at 190 South Orchard Avenue, Vacaville, California, United States. Lead by a team of dedicated advisors, our goal is to help clients build wealth in a tax-efficient manner and prepare for the uncertainties of the future. We believe in developing long-term relationships built on trust, focusing on our clients' financial goals for the present and the future. Our mission is to provide financial clarity, allowing our clients to spend more time with loved ones and pursue their passions. Connect with us on Facebook to stay updated on events and helpful information. Licensing information is available through the National Association of Insurance Commissioners website. Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Visit our website for more information on our financial advisors and services offered.
Jolene Macpherson - Thrivent
Jolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.
Chris Benson - Thrivent
Chris Benson - Thrivent is a finance institution located at 951 Mariners Island Boulevard, San Mateo, California, United States. They are licensed in multiple states including AL, AZ, CA, FL, GA, ID, MA, MI, MN, NM, OR, PA, SD, TX, and WA. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Mark Gronert - Thrivent
Mark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Carol Hack - Thrivent
Carol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Monica Bellizzi - Thrivent
Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Brian Boyle - Thrivent
Brian Boyle - Thrivent is a finance institution located at 320 James Way, Pismo Beach, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, WI. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult their own attorney or tax professional. Thrivent offers financial planning services and Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are qualified to provide investment advisory services. For more information, visit Thrivent.com or FINRA's Broker Check. Visit the institution's website for information on professional designations and requirements.
Brian Boyle - Thrivent
Brian Boyle - Thrivent is a finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.
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