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TOP 30 Financial and insurance consultation in Palos Verdes Estates, CA
6 results found
Search for local businesses, places and services near you
SCH&A Insurance services
SCH&A Insurance Services is a trusted insurance agency located at 2516 Vía Tejon in Palos Verdes Estates, California, United States. Specializing in employee benefits, SCH&A provides personalized service that sets them apart from other agencies. With over 85 years of combined expertise in the health insurance industry, the staff at SCH&A takes pride in their reputation for excellence in benefits consulting. By offering innovative and custom-tailored solutions, SCH&A helps business owners attract and retain top talent. Since 1984, SCH&A has been dedicated to helping growing businesses maximize their employee benefits at little to no cost. Visit SCH&A Insurance Services at their Palos Verdes Estates location for unparalleled service and expertise in employee benefits.
Keystar Insurance Services
Keystar Insurance Services, located at 516 North Sepulveda Boulevard in Manhattan Beach, California, is more than just an insurance agency. We are dedicated to empowering startups and existing business owners by providing affordable insurance plans, support, guidance, education, and resources for your business. Our focus is not just on selling insurance policies, but on helping you make progress every day towards achieving your dream of a successful business. We offer a range of insurance options, including General Liability Insurance, Workers’ Compensation Insurance, Business Owner’s Policy (BOP), and Professional Liability Insurance.
Susanne F Holloway - State Farm Insurance Agent
Susanne F Holloway - State Farm Insurance Agent is a trusted insurance agency located at 707 Silver Spur Road in Rolling Hills Estates, California. Specializing in auto, home, condo, renters, business, and commercial auto insurance, they have been serving the insurance needs of Los Angeles County residents since 1982. Their office is conveniently located near Rancho Palos Verdes, Palos Verdes Estates, Torrance, San Pedro, Wilmington, Harbor City, Redondo Beach, Long Beach, Manhattan Beach, and Gardena. Susanne F Holloway holds a Bachelor of Science degree from Cal State, Dominguez Hills and is a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). She has received numerous awards and accolades for her outstanding service, including the National Sales Achievement Award and the National Quality Award. In addition to providing insurance coverage, Susanne F Holloway - State Farm Insurance Agent is dedicated to promoting safe driving habits and responsible vehicle maintenance. They offer valuable resources on topics such as drunk driving prevention, battery maintenance, RV travel tips, and the dangers of texting and driving. Their commitment to customer service extends to providing assistance for individuals with disabilities who may have difficulty accessing their website.
Rob Meroth - State Farm Insurance Agent
Rob 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.
Lucianna Molinari - Financial Advisor, Ameriprise Financial Services, LLC
Lucianna Molinari is a financial advisor at Ameriprise Financial Services, LLC, located at 49 Seawall Road in Rancho Palos Verdes, California, United States. Lucianna Molinari holds multiple certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, Behavioral Financial Advisor certification, Chartered Advisor in Philanthropy® (CAP®), CAS® certification, CASL® credential, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor® Program, Chartered Financial Analyst® (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Fund Specialist, Chartered Financial Consultant® (ChFC®), Chartered Special Needs Consultant, Certified Investment Management Analyst® (CIMA®), Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lucianna Molinari is dedicated to providing comprehensive financial planning services to individuals and businesses, with expertise in areas such as asset management, retirement planning, estate planning, investment strategies, insurance products, and more. With a commitment to ethical practices and ongoing education, Lucianna Molinari is well-equipped to help clients navigate their financial goals and achieve long-term success."
First Foundation Bank
Welcome to First Foundation Bank, located at 36 Malaga Cove Plaza, Palos Verdes Estates, California 90274. As a trusted provider in the banking and finance industry, our Palos Verdes Estates branch is dedicated to offering personalized and comprehensive financial services to meet your unique needs. Whether you're seeking deposit and loan products, investment and advisory services, or trust and insurance solutions, First Foundation Bank has you covered. As a Member FDIC and Equal Housing Lender, we ensure your banking experience is secure and reliable. Our team of experts, including those from First Foundation Advisors, an SEC-Registered Investment Advisor, is here to guide you with tailored investment strategies and financial advice. Additionally, our First Foundation Insurance Services, holding license number #0H38553, offers a range of insurance solutions to protect your assets and loved ones.
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