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TOP 30 Financial consulting services in Commerce, CA
94 results found
Search for local businesses, places and services near you
Cheryl Estep - State Farm Insurance Agent
Cheryl Estep - State Farm Insurance Agent is a trusted insurance agency located at 8022 Painter Avenue in Whittier, California. Conveniently situated at the corner of Painter and Maulsby, the agency serves the communities of Pico Rivera, La Mirada, and Santa Fe Springs. As a second-generation State Farm Agent with a background in claims, Cheryl Estep understands the importance of having the right insurance coverage, especially when it comes to life insurance. With a commitment to educating customers and helping them make informed decisions, Cheryl and her team are dedicated to providing personalized insurance plans that fit the needs and budget of each individual or family.
Eric Lenahan - State Farm Insurance Agent
Eric Lenahan - State Farm Insurance Agent is an insurance agency located at 1066 Bolsa Avenue, Seal Beach, California. With a BS Degree from California State University Long Beach, Eric Lenahan has a wealth of experience in the insurance industry. As a third-generation Seal Beach resident, Eric is deeply involved in the community, having served as the past Director of the Seal Beach Chamber of Commerce and the past President of Seal Beach Pony Baseball and Softball. His office is licensed in California and Arizona, making him the go-to agent for multi-state insurance needs. As the new year begins, it's important to review your insurance policies to ensure they still meet your needs. Eric Lenahan and his team are dedicated to helping you make positive changes and set new goals for the future. Whether you have questions about your coverage or need assistance, they are here to help.
Connie Hwang - State Farm Insurance Agent
Connie Hwang - State Farm Insurance Agent is a reputable insurance agency located at 285 Imperial Highway in Fullerton, California. With over 6 years of insurance experience, Connie is licensed for notary services and is bilingual in Mandarin. The institution is actively involved in various organizations such as the Ca Asian Insurance and Financial Professional Assoc, Chinese Chamber of Commerce, Asian Business Association, Taiwanese American Professionals TAP LA, and National Association of Asian American Professionals. Connie Hwang provides valuable information on topics such as the Public Service Loan Forgiveness program, rural road driving safety, and railroad crossing precautions. The institution also offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Additionally, Connie Hwang - State Farm Insurance Agent partners with U.S. Bank National Association for deposit products and credit card services. Investors can access important information on investment objectives and risks through State Farm VP Management Corp. Customers can reach out for assistance by calling (714) 213-8518. Please note that neither State Farm nor its agents provide tax or legal advice, and customers are advised to consult a professional for personalized guidance.
Chris Waterman - State Farm Insurance Agent
Chris Waterman - State Farm Insurance Agent is a reputable insurance agency located at 760 West Acacia Avenue in Hemet, California. With 26 years of experience in the insurance industry, our dedicated team is committed to helping customers with their Auto Insurance, Homeowners Insurance, and Life Insurance needs. Located in the River Springs Charter School Complex, we pride ourselves on exceptional customer service and a deep understanding of insurance products. Outside of work, Chris Waterman values spending quality time with his family and enjoys outdoor activities such as hiking and camping. He is actively involved in the community through organizations like Habitat For Humanity, Salvation Army, Kiwanis, and the Chamber of Commerce.
Visa Research
Visa Research is a cutting-edge institution located at 900 Metro Center Boulevard in Foster City, California, United States. As a leading research organization within the financial industry, Visa Research is dedicated to advancing technology and innovation in payment systems, data security, and digital commerce. With a team of world-class researchers and experts, Visa Research is at the forefront of developing solutions that shape the future of global payments. Join us in our mission to drive progress and shape the future of digital transactions.
Roger Fernando - State Farm Insurance Agent
Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.
Peter Kong - State Farm Insurance Agent
Located at 2020 East Anaheim Street in Long Beach, California, Peter Kong - State Farm Insurance Agent is a trusted insurance agency serving the community. Specializing in auto insurance, business insurance, and life insurance, we are dedicated to meeting all of your insurance needs in California and Nevada. Conveniently situated at the corner of Anaheim Street and Cherry Ave, in front of Bank of America in the heart of Cambodian Town, our team is committed to providing exceptional service to both current and potential customers. As a member of the Signal Hill Chamber of Commerce and a Board Member of the Cambodian American Business Association, we take pride in our involvement in the community. Our team is comprised of knowledgeable professionals who are fluent in Spanish, Laotian, Khmer, and Chinese, ensuring that we can effectively communicate with a diverse clientele. Whether you are in need of auto, fire, life, or commercial insurance, we are here to assist you every step of the way.
Farmers Insurance - Eva Chong
Farmers Insurance - Eva Chong is an insurance agency located at 321 North Rampart Street in Orange, California, United States. With 21 years of experience in the Insurance Industry in the Orange County area, Eva Chong is dedicated to providing superior customer care and retention. The agency offers a wide range of services including coverage for Businesses, Workers Compensation, Life, Auto, Home, Financial Investments, Retirements, and more. Community outreach is important to Farmers Insurance - Eva Chong, as they are actively involved with the Chamber of Commerce of Garden Grove and local community services. Eva Chong strives to provide outstanding personalized service, expertise, and coverage at the best value. Whether you need auto insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Eva Chong can help customize a plan to meet your needs. Additionally, they offer financial services to help you build a secure future. Contact Eva Chong for a quote or to learn more about the services offered.
Michael Loomis - State Farm Insurance Agent
Michael Loomis - State Farm Insurance Agent is a reputable insurance agency located at 6700 Hunter Drive in Rohnert Park, California. Michael Loomis is a second generation State Farm Agent with deep roots in Sonoma County, having been a resident since 1952. He is a highly qualified professional with multiple certifications and honors, including Chartered Life Underwriter and Chamber of Commerce MTS. With over 50 years of experience as a State Farm agent, Michael Loomis is dedicated to providing excellent insurance services to his clients. At Michael Loomis - State Farm Insurance Agent, you can find a range of insurance products to meet your needs, including life insurance and annuities issued by State Farm Life Insurance Company. The agency also offers assistance with car registration requirements, moving insurance, and tips to avoid drunk driving. Additionally, they provide banking services through U.S. Bank National Association, including credit cards and deposit products.
Dwight Matthews - State Farm Insurance Agent
Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.
Aleene "Ace" Althouse - State Farm Insurance Agent
Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.
Firma Dominguez Abogados De Accidentes
Firma Dominguez Abogados De Accidentes is a renowned and successful personal injury law firm located at 5800 South Eastern Avenue in Commerce, California, United States. With over thirty years of experience, the firm has a proud track record of winning over a billion dollars for injured victims in accidents. Their team of over 120 legal professionals is dedicated to providing top-notch legal representation to clients in the Southern California region. Clients have praised Firma Dominguez for their incredible customer service, excellent communication, and outstanding results. The firm's experienced and award-winning litigators have secured multimillion-dollar verdicts in cases involving serious injuries and wrongful deaths. They are known for their compassion, service, and exceptional results, and they take pride in serving diverse communities in multiple languages including English, Spanish, Portuguese, Korean, French, Italian, Arabic, Mandarin, and Persian.
Frank Leon - State Farm Insurance Agent
Frank Leon - State Farm Insurance Agent is a reputable insurance agency located at 1851 North Gaffey Street in Los Angeles, California. With a background in Economics from the University of California at Berkeley, Frank Leon is a trusted State Farm Agent since 2006. Fluent in Spanish and a lifelong resident of Wilmington, Frank is also actively involved in the community as a coach for AYSO & Little League, a member of the Wilmington Chamber of Commerce, and a Legion of Honor and Travel Qualifier. As a loving husband and proud father of five children, Frank understands the importance of protecting what matters most to his clients. Frank and his bilingual team are dedicated to providing remarkable customer service and building relationships with their customers. They offer a range of insurance products, including life insurance and annuities, to help individuals and families plan for the future. Additionally, they can assist with pet insurance options through American Pet Insurance Company and ZPIC Insurance Company.
Delores Stubbs - State Farm Insurance Agent
Delores Stubbs - State Farm Insurance Agent is a trusted insurance agency located at 11933 Long Beach Boulevard in Lynwood, California. With a focus on car, life, health, and more insurance options, our dedicated team is here to assist you with your insurance and financial needs. Serving the community of Lynwood since 2011, we are committed to giving back through various initiatives such as supporting local schools, senior centers, homeless drives, and youth sports teams. As a proud member of the Lynwood High School Alumni and Chamber of Commerce, we are dedicated to providing personalized service to both existing and prospective customers. Our office is bilingual in English and Spanish to better serve your needs. Whether you need a free quote for life insurance or information on avoiding the dangers of drunk driving, we are here to help.
Mina Gill - State Farm Insurance Agent
Mina Gill - State Farm Insurance Agent is a trusted insurance agency located at 10 Centerpointe Drive in La Palma, California. Mina Gill became an agent in 2009 after being a satisfied State Farm customer since 1993. She offers a variety of insurance services including Auto, Home, Business, Workers' Compensation, Life, Renter's, and Condo Insurance. Mina is also able to assist with Relocation to California. She is an active member of the La Palma and Cypress Chamber of Commerce and is dedicated to providing exceptional service to all clients. With a focus on helping clients achieve financial security, Mina and her team are committed to going above and beyond for their customers. They offer virtual appointments for convenience and are always looking for motivated individuals to join their team. For all insurance and financial services needs, Mina Gill - State Farm Insurance Agent is the place to go.
Lionel Mabasa - State Farm Insurance Agent
Lionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
Farmers Insurance - Theresa Simes
Farmers Insurance - Theresa Simes is an established insurance agency located at 17165 Newhope Street in Fountain Valley, California. With 40 years of experience, Theresa Simes and her team of licensed insurance professionals offer a wide range of insurance specialties including home, auto, umbrella, specialty (RV, boat, mobile home), rental property, business, workers compensation, life, and financial services. They are dedicated to meeting all of your insurance needs and provide personalized service to clients from all over California. Theresa Simes is actively involved in the Fountain Valley community and serves on the board of the Fountain Valley Chamber of Commerce. She is committed to helping clients protect their investments and offers comprehensive coverage options for auto, home, life, renters, condo, and business insurance. Additionally, she provides personalized financial planning services to help clients secure a stable future.
LeAnna Farris - State Farm Insurance Agent
LeAnna Farris - State Farm Insurance Agent is a trusted insurance agency located at 5212 Katella Avenue in Los Alamitos, California. Situated conveniently across the street from Costco on the corner of Katella and Siboney, LeAnna Farris and her team are dedicated to providing top-notch insurance services to the community. LeAnna Farris is also a proud member of the Los Alamitos Chamber of Commerce Board of Directors. At LeAnna Farris - State Farm Insurance Agent, we understand the importance of educating our clients on important topics such as the dangers of drunk driving, emergency preparedness, and dog bite prevention. We are committed to helping you protect your family and assets by offering valuable tips and resources.
John Olson Insurance Agency, LLC
John Olson Insurance Agency, LLC is a reputable insurance agency located at 27537 Commerce Center Dr in Temecula, California. With a commitment to providing top-quality insurance products and exceptional customer service, our agency helps clients protect their assets and loved ones with personalized coverage options. Whether you are looking for auto, home, life, or business insurance, our experienced team is here to help you find the perfect policy to meet your needs. Contact us today to learn more about how we can assist you in securing peace of mind and financial protection.
Mike Siemsen - State Farm Insurance Agent
Mike Siemsen - State Farm Insurance Agent is a reputable insurance agency located at 3960 Prospect Avenue in Yorba Linda, California. Established in 2011, our agency has been dedicated to providing exceptional service to our clients. When you contact our office, you will speak directly with our experienced office manager, Joselyn, or with Mike Siemsen himself. At our agency, we offer a wide range of insurance and financial services including auto insurance, home insurance, commercial auto insurance, business insurance, workers compensation, and life insurance products. We understand the importance of protecting what matters most to you and your family, which is why we are committed to helping you find the right coverage.
U.S. Bank – Wealth Management Banker: Anna Lobato
U.S. Bank's Wealth Management Banker, Anna Lobato, offers expert financial services at the institution's branch located at 6500 Commerce Boulevard in Rohnert Park, California. As a trusted advisor, Anna provides personalized wealth management solutions to help clients achieve their financial goals. With a focus on building long-term relationships, she offers tailored investment strategies, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or plan for the future, Anna Lobato at U.S. Bank is dedicated to helping you secure your financial well-being.
Thomas & Company
Thomas & Company is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, Thomas & Company is dedicated to providing top-notch solutions tailored to your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.
Harrow Michael L CPA
Harrow Michael L CPA is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.
Codiga & Associates
Codiga & Associates is a reputable accounting and finance institution located at 1348 Commerce Lane in Santa Cruz, California, United States. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business owner, Codiga & Associates is here to help you navigate the complexities of financial management and achieve your goals.
Cloud-CPA / CloudPersonnel
Cloud-CPA / CloudPersonnel is a cutting-edge institution located at 14831 Whittier Boulevard in Whittier, California, United States. Specializing in accounting and finance, this institution offers innovative cloud-based solutions for businesses and individuals looking to streamline their financial processes. With a team of experienced professionals, Cloud-CPA / CloudPersonnel provides personalized services tailored to meet the unique needs of each client. Whether you are looking for accounting services or assistance with personnel management, this institution is dedicated to helping you achieve your financial goals efficiently and effectively.
TrustLink
TrustLink is a reputable institution located at 200 Commerce in Irvine, California, United States. As a trusted organization, TrustLink provides a variety of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, TrustLink is committed to providing top-notch customer service and personalized financial advice to all clients. Whether you are looking for investment guidance, retirement planning, or wealth management services, TrustLink is dedicated to helping you secure a stable financial future. TrustLink is the go-to institution for all your financial needs in Irvine, California.
TIAA Bank Home Lending
TIAA Bank Home Lending is a finance institution located at 200 Commerce in Irvine, California, United States. We specialize in providing home lending solutions to our clients, offering a range of mortgage products and services tailored to meet individual needs. Our team of experienced professionals is dedicated to helping clients achieve their homeownership goals with personalized guidance and support throughout the loan process. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, TIAA Bank Home Lending is committed to providing exceptional service and competitive rates to help you make your dream home a reality.
Aldrich Wealth Advisors
Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.
Accounting Combat
Accounting Combat is a leading institution located at 580 Sandy Lane in San Marcos, California, United States. Specializing in accounting and finance, our institution offers a wide range of courses and programs designed to equip students with the skills and knowledge needed to excel in the competitive world of finance. Our experienced faculty and state-of-the-art facilities ensure that students receive a high-quality education that prepares them for successful careers in the accounting and finance industries. Join us at Accounting Combat and start your journey towards a rewarding and lucrative career in finance.
Accretive Tax Advisors
Accretive Tax Advisors is a reputable finance institution located at 16855 West Bernardo Drive in San Diego, California. Specializing in tax advisory services, they provide expert guidance and strategic solutions to help individuals and businesses navigate the complexities of taxation. With a team of experienced professionals, Accretive Tax Advisors is dedicated to delivering personalized service and maximizing financial outcomes for their clients. Whether you need assistance with tax planning, compliance, or resolution, you can trust Accretive Tax Advisors to provide reliable and efficient support.
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