TOP 30 Financial assistance near me in City of Industry, California

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River City Bank, located at 2480 Natomas Park Drive in Sacramento, California, is a leading institution offering a range of financial services including ATM access, banking, and finance solutions. With over five decades of experience, River City Bank has been dedicated to helping businesses identify opportunities and achieve success. Their team of relationship managers are industry experts who provide superior service and personalized assistance to clients. The institution specializes in commercial loans, intuitive money management tools, and building strong connections within the community to support business growth. Decision-making is quick and efficient with a local senior team, ensuring that clients' visions are realized promptly. River City Bank goes above and beyond traditional banking by taking the time to understand each client's unique needs and offering tailored solutions to improve efficiency.

Rogerson Business Services is a finance institution located at 5150 Fair Oaks Boulevard in Carmichael, California. Specializing in valuing and selling businesses in California, the institution is led by Andrew Rogerson, a Certified Business Broker with 26 years of experience. Andrew Rogerson has helped numerous business owners in various industry sectors successfully sell their businesses, making sure to prioritize his clients' needs above all else. With a team of experts, Rogerson Business Services offers services such as business valuations, machinery & equipment valuations, and consulting on business acquisitions and sales. If you are planning to buy or sell a business in California, Rogerson Business Services can assist you every step of the way. They also provide valuable resources such as books on business ownership written by Andrew Rogerson himself. Whether you are looking to sell your HVAC fleet or determine the value of your customer list, Rogerson Business Services can help you navigate the complexities of the process.

The Bank of America Financial Center located at 1516 Solano Avenue in Albany, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, loans, mortgages, investments, or business finances, the knowledgeable staff at this branch is ready to help. With a commitment to providing excellent customer service and innovative financial solutions, Bank of America is a reliable choice for all your banking needs. Visit the Financial Center today to experience top-notch service and expert advice from professionals in the finance industry.

College of Marin is a reputable institution located at 1800 Ignacio Boulevard in Novato, California, United States. As a university, it offers a wide range of academic programs and services to help students achieve their educational goals. With a commitment to excellence in teaching and learning, College of Marin provides a supportive and inclusive environment for students to thrive. Whether you are pursuing a degree, certificate, or simply looking to enhance your skills, College of Marin has the resources and expertise to help you succeed. Come join our vibrant community of learners and discover the opportunities that await you at College of Marin.

The American Institute of Massage Therapy Inc, located at 1560 Brookhollow Drive in Santa Ana, California, offers a leading industry curriculum that emphasizes hands-on experience in intimate classes. The programs at AIMT are based on a curriculum developed by Dr. Hungerford, a seasoned professional with over 40 years of experience in various forms of therapy. The institute believes in providing quality education without putting students in financial debt, offering low tuition rates and financial assistance programs for qualified individuals. With the increasing recognition of the benefits of massage therapy, the demand for Massage Therapists has grown significantly in recent years. Start a successful career as a Certified Massage Therapist in California by taking advantage of the programs offered at AIMT. For more information, visit our website or contact us directly.

Uhart Tax & Financial is a reputable accounting and finance institution located at 9745 Prospect Avenue in Santee, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing personalized and reliable financial solutions sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Uhart Tax & Financial is dedicated to helping you achieve your financial goals.

Salas Financial, located at 9320 Chesapeake Drive in San Diego, California, is a trusted leader in the private lending industry. Specializing in Trust Deed loan servicing, Salas Financial offers a comprehensive solution for borrowers. With a reputation for excellence, Salas Financial has provided loans for properties in various locations, including Bellingham, WA and El Centro, CA. Clients praise the team at Salas Financial for their exceptional customer service and professionalism, with many returning for years due to the simplicity and ease of working with the institution. Whether you are in need of a construction loan, financing for commercial properties, or assistance with cannabis operations, Salas Financial has the expertise to meet your needs. Offering hard money loans for business purposes, Salas Financial prides itself on its efficiency, integrity, and commitment to client satisfaction. With a focus on meeting the goals of clients, investors, and referring agents, Salas Financial is dedicated to providing top-notch service in the private lending industry.

Cascade365 Family of Companies is a finance institution located in Petaluma, California, United States. We specialize in providing accounts receivable liquidity solutions to the consumer finance and healthcare industries. Our services include AR purchase and finance, master servicing, third party collections, and revenue cycle optimization. We believe in promoting financial accountability while treating consumers and patients with fairness, dignity, and lawfulness. Our team is professional, responsive, and efficient, and we strive to provide value to our clients while working with customers to resolve outstanding obligations. If you are looking to relieve your burden of bad debt, boost your cash flow, or recoup losses, we are here to help. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Financial Life Settlements, Inc. is an insurance agency located at 1 Post, Irvine, California, United States. We offer a private and professional approach to help clients market and sell their life insurance policies to the secondary market. Our team provides access to multiple funders and uses technology to streamline the process for our clients. Many individuals may not realize that there is a third option beyond surrendering a life insurance policy or continuing to pay premiums until death. We help clients understand the true market value of their policy through a thorough analysis of their existing policy and life expectancy determination.

Prudential | Rosa Sun | Life Insurance & Financial Services is a reputable finance and insurance agency situated at 17700 Castleton Street in the City of Industry, California, United States. We offer a range of insurance and financial services to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to providing personalized solutions to help individuals and families secure their financial future. Whether you are looking for life insurance, retirement planning, or investment advice, we are here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving your financial goals.

Mutual of Omaha® Advisors - San Diego is a finance and insurance agency located at 2020 Camino Del Rio North in San Diego, California, United States. Our institution has a long history of developing talented individuals through a comprehensive advisor training program that is similar to a graduate school education in entrepreneurship. Our advanced curriculum provides our advisors with the training, knowledge base, and tools to confidently begin as a Mutual of Omaha financial advisor. We offer marketing strategies and tools to give our advisors valuable exposure at the beginning of their careers and beyond. With a world-class CRM, extensive material library, and resources to help build your digital brand, we provide everything you need to thrive in the industry.

Tower Bridge Financial and Insurance Solutions Inc. is an insurance agency located at 9300 West Stockton Boulevard in Elk Grove, California, United States. Our dedicated team of professionals is committed to helping you protect your hard-earned retirement income. Led by Andrew Kagan, who has over a decade of experience in the insurance and financial industry, we strive to provide the best service and knowledge possible to each and every pre-retiree and retiree we work with. Andrew's personal experience with his own family's insurance struggles has fueled his passion for helping others secure their future. Eric Kagan, the Client Relationship Manager, works closely with clients to ensure they are well-informed and prepared for retirement. Jaime Lara Lomeli, the Client Services Coordinator, schedules appointments and provides personalized service to meet clients' individual needs.

Marquis Financial Services is an insurance agency located at 2041 Rosecrans Avenue in El Segundo, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or commercial insurance, we are here to help you navigate the complexities of the insurance industry and find the coverage that best suits your individual situation. With a focus on customer service and a reputation for reliability, Marquis Financial Services is your trusted partner in protecting what matters most. Contact us today to learn more about how we can assist you with your insurance needs.

Maria Chueh - Prudential Financial is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a strong focus on providing top-notch financial and insurance services to individuals and businesses, Maria Chueh - Prudential Financial is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Maria Chueh - Prudential Financial are here to assist you every step of the way. With a commitment to excellence and customer satisfaction, this institution is trusted by many for their financial and insurance needs.

Emmanuel Pascua - Prudential Financial is a reputable finance and insurance agency located in the bustling City of Industry, California. With a focus on providing expert financial planning and insurance solutions, our team at Emmanuel Pascua - Prudential Financial is dedicated to helping individuals and businesses secure their financial future. From retirement planning to life insurance policies, we offer a wide range of services tailored to meet our clients' unique needs. Visit us at 17700 Castleton Street to learn more about how we can assist you in achieving your financial goals.

Eddie Kaspar - Prudential Financial is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Eddie Kaspar - Prudential Financial is committed to providing top-notch services tailored to your individual needs. Visit us today to learn more about how we can assist you in securing your financial future.

Prudential | Laura Gonyaw | Life Insurance & Financial Services is a trusted finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a focus on providing comprehensive life insurance and financial services, our dedicated team is committed to helping clients protect their assets and secure their financial future. Whether you are looking for life insurance coverage or assistance with financial planning, Prudential | Laura Gonyaw is here to help you achieve your goals and provide peace of mind for you and your loved ones.

College of the Canyons is a renowned educational institution located in Santa Clarita, California, United States. As a school, it offers a wide range of academic programs and courses to help students achieve their educational and career goals. The college is known for its dedicated faculty, state-of-the-art facilities, and vibrant campus community. Whether you are looking to earn a degree, transfer to a four-year university, or gain new skills for the workforce, College of the Canyons provides a supportive and enriching environment for all students. Come join us and embark on a journey of learning and growth at College of the Canyons.

Merrill Lynch Financial Advisor Oscar S Robles is located at 700 Main Street in Napa, California, United States. Specializing in finance, Oscar has been recognized for his exemplary client service and financial skills. With over 15 years of experience in the industry, he works closely with clients in California and beyond, helping them plan for their financial future. Oscar is fluent in both English and Spanish, allowing him to assist a diverse range of clients. Oscar's dedication extends beyond his work as a financial advisor. He is actively involved in various community organizations, including CHI and HOLA, and is committed to giving back to the community. With a background in cinema and anthropology, Oscar brings a unique perspective to financial planning and is passionate about helping his clients achieve their goals.

TM Financial Forensics, an HKA Company, is a leading financial investigation and forensic accounting firm located in San Francisco, California. Our team of experienced professionals specializes in uncovering financial fraud, misconduct, and irregularities in a wide range of industries. With a focus on providing expert analysis and testimony in legal proceedings, we assist clients in resolving complex financial disputes and litigation. Trust TM Financial Forensics to deliver accurate and comprehensive financial investigation services tailored to your specific needs.

In Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.

Merrill Lynch Financial Advisor Russell Conboy, located at 1111 Broadway, Oakland, California, United States, offers personalized wealth planning and global investment capabilities. With a team of experienced professionals, including Russell Conboy, who has 5 years of experience in the financial services industry, the institution provides one-on-one collaboration to help clients achieve their financial goals. Russell Conboy specializes in corporate benefit programs and can assist corporate executives in integrating their benefits into a long-term financial approach. As a Merrill advisor, Russell Conboy follows the tradition of community service and volunteers with local organizations. The institution offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered on individual goals. By understanding each client's unique needs and priorities, the team at Merrill Lynch Wealth Management develops customized investment strategies to help clients pursue their financial goals. The institution also provides access to banking solutions from Bank of America.

John Hancock Financial Network, located at 42840 Christy Street, Fremont, California, United States, offers financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability, providing our customers with the best in life insurance and financial planning. Our innovative approach combines the tradition of a longstanding company with cutting-edge technology to transform the industry. We help partners build their life insurance businesses and protect their clients' most important assets. Members of John Hancock Vitality can access the Galleri test for multi-cancer early detection. Our Advisors can assist you in managing your financial needs and planning for a secure future. Retirement is a new beginning, and we can help you create an amazing plan for the future. Our personalized financial plans are tailored to your specific goals and needs. We offer a variety of products to add value to your policy. Partnering with Life Happens, we support students in easing the financial burden of college. The John Hancock Vitality Program offers rewards and discounts to policyholders, with some conditions applying. The Galleri test is available to eligible members and subsidized based on policy coverage. Please note that the Galleri test is not a diagnostic tool and should be used in conjunction with other cancer screening tests. Insurance products are issued by John Hancock Life Insurance Company. Contact us today to start planning for a secure financial future with John Hancock Financial Network.

Merrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.

Merrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.

C & C Financial Corp. is a finance institution located at 1475 South State College Boulevard, Anaheim, California, United States. We understand that each customer has unique needs, which is why we offer a wide range of products, investment tools, mortgages, and exceptional customer service to meet those specific needs. Our website allows you to conveniently submit secure loan applications, pre-qualify for home loans, and explore different financing options using our interactive calculators. Whether you are purchasing your first home or your dream home, we have a mortgage solution for you. Our goal is to help you refinance with the lowest rates and fees in the industry. Our mortgage calculators can assist you in determining the best loan options for your situation. We are dedicated to the success and satisfaction of our clients in Beautiful Southern California.

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.

UBS Financial Services Inc. is a leading finance institution located at 1 Pointe Drive in Brea, California, United States. With a reputation for excellence and expertise in the financial industry, UBS offers a wide range of services to help clients manage their wealth and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, UBS has a team of experienced professionals ready to assist you. Trust UBS Financial Services Inc. to provide you with the guidance and support you need to secure your financial future.

Hoover Financial Consulting, Inc. is a reputable accounting and finance institution located at 5877 Pine Avenue in Chino Hills, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Their dedication to providing personalized and tailored solutions to meet their clients' needs sets them apart in the industry. Whether you are an individual looking for tax assistance or a business seeking financial advice, Hoover Financial Consulting, Inc. is committed to helping you achieve your financial goals.

Serenity Financial Services is a finance institution located at 7545 Irvine Center Drive in Irvine, California, United States. Our experienced counselors are dedicated to helping you with your unique financial situation, whether it's consolidating loans, enrolling in income-driven programs, or managing debt and expenses for future financial planning. We stay up-to-date on the latest information, laws, regulations, and techniques in the finance industry to ensure that we provide you with the best possible service. Our goal is to provide financial relief and help you achieve your financial goals and dreams. Let us handle everything for you so you can have peace of mind. Contact us today for assistance with your mortgage, debt management, and future financial planning needs.