Financial consulting services in National City, CA
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National Taxor
● ClosedNational Taxor is a reputable institution located at 1283 East Main Street in El Cajon, California. As a leading provider of accounting and finance services, National Taxor specializes in assisting individuals and businesses with their tax-related needs. Additionally, it serves as a local government office, offering guidance and support on tax laws and regulations. With a team of experienced professionals, National Taxor is committed to delivering top-notch services to help clients navigate the complexities of taxation.
1283 E Main St #213, El Cajon, CA 92021, United States -
Oui Financial
● ClosedOui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.
855 Lincoln Way, San Francisco, CA 94122, United States -
Infinity Financial Services
● ClosedInfinity 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 -
Keystone National Group
● OpenKeystone National Group is a leading finance institution located at 5000 Executive Parkway in San Ramon, California, United States. With a strong reputation for excellence and expertise in the financial industry, Keystone National Group offers a wide range of financial services to meet the needs of individuals, businesses, and organizations. From investment management to wealth planning, Keystone National Group is committed to helping clients achieve their financial goals and secure their future. With a team of experienced professionals and a dedication to providing personalized service, Keystone National Group is a trusted partner for all your financial needs.
5000 Executive Pkwy # 445, San Ramon, CA 94583, United States -
National Credit Assistance
● OpenNational Credit Assistance is a leading finance institution located at 6400 Village Parkway in Dublin, California, United States. Our dedicated team of financial experts is committed to providing personalized credit assistance and financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to improve your credit score, manage debt, or secure a loan, National Credit Assistance is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial milestones.
6400 Village Pkwy #103, Dublin, CA 94568, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Coastal Financial Group
● ClosedCoastal 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.
5290 Overpass Rd STE 115, Santa Barbara, CA 93111, United States -
Syud Sharif - Ameriprise Financial Services, LLC
● OpenSyud 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.
10801 National Blvd Ste 515, Los Angeles, CA 90064, United States -
GreenPath Financial Wellness, Fullerton, CA
● ClosedGreenPath Financial Wellness in Fullerton, California is a trusted national nonprofit institution with over 60 years of experience helping individuals achieve financial health and resiliency. Located at 1561 East Orangethorpe Avenue, GreenPath offers a variety of services including credit card debt management, student loan assistance, and homeownership counseling. Their NFCC-certified counselors provide personalized options to address your financial concerns and empower you to live a financially healthy life. Whether you are facing foreclosure, need rental counseling, or are considering a reverse mortgage, GreenPath's HUD-certified counselors are there to provide trusted support for all your housing challenges. They offer free resources such as articles, tools, webinars, and classes to guide you on your financial journey and help you make informed decisions about your finances.
1561 E Orangethorpe Ave #100, Fullerton, CA 92831, 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 -
National Financial Co
● OpenNational Financial Co is a leading finance institution located at 24331 Whitetail Drive in Corona, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, purchase a home, or grow your business, National Financial Co is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.
24331 Whitetail Dr, Corona, CA 92883, United States -
Transamerica Financial Advisors, Inc.
● ClosedTransamerica Financial Advisors, Inc. is a finance institution located at 3602 Inland Empire Boulevard, Ontario, California, United States. Since 1984, TFA has been helping clients prepare for their financial futures and improve their lifestyles. Their independent Registered Representatives and Investment Advisor Representatives focus on individual financial goals, offering access to investment options from top industry names to build a well-rounded portfolio. As an independent business owner in the financial services industry, you can live well and build wealth with TFA. President Michelle Barry leads the team in helping families and individuals across the nation develop strategies for long-term financial goals, offering products and services from over 100 providers. Contact a TFA Registered Representative or Investment Advisor Representative for more information on how to reach your financial goals. Life is unpredictable, but with TFA, you can start preparing for it today.
3602 Inland Empire Blvd suite c-160, Ontario, CA 91764, United States -
National Planning Corporation
● OpenNational Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.
222 E Olive Ave # 2, Redlands, CA 92373, United States -
C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298
● OpenC2 Financial, led by Mortgage Advisor Mitch Palmer, is a top-rated finance institution located at 16486 Bernardo Center Drive in San Diego, California. Mitch Palmer, a former NFL player turned mortgage advisor, brings a wealth of experience and dedication to helping clients achieve their dream of homeownership. With a background in economics and a family history in real estate and mortgage, Mitch is committed to providing fair and competitive rates with integrity and professionalism. As a licensed real estate professional in California since 2002, Mitch understands the value of hard work and dedication, which he brings to every real estate transaction. With a focus on personalized service and communication, Mitch partners with successful realtors to provide top-notch financing solutions for their clients. Whether you are looking to purchase a new home or refinance your current one, Mitch is dedicated to finding the right mortgage that aligns with your financial goals.
16486 Bernardo Center Dr Ste 228, San Diego, CA 92128, United States -
R B Financial & Insurance Services
● ClosedR B Financial & Insurance Services is a reputable finance institution located at 916 East 8th Street in National City, California, United States. With a focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial matter, our knowledgeable professionals are here to offer personalized solutions tailored to your specific needs. Trust R B Financial & Insurance Services to provide expert guidance and support in navigating the complex world of finance.
916 E 8th St # 7, National City, CA 91950, United States -
Mahdion Financial & Insurance Center
● OpenWelcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
9330 Scranton Rd UNIT 250, San Diego, CA 92121, United States -
Merrill Lynch Financial Advisor Thomas Chang
● ClosedMerrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
555 California St, San Francisco, CA 94104, United States -
National Planning Corporation
● ClosedNational Planning Corporation is a leading financial institution located at 100 North Sepulveda Boulevard in El Segundo, California. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, National Planning Corporation is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
100 N Sepulveda Blvd Suite 1800, El Segundo, CA 90245, United States -
Financial Partners Credit Union
● ClosedFinancial Partners Credit Union, located at 12410 Seal Beach Boulevard in Seal Beach, California, offers a wide range of banking solutions for individuals and families in the Los Angeles Metro, Orange County, San Diego, and San Francisco areas. Whether you need a checking account, savings account, credit card, mortgage, auto loan, or personal loan, Financial Partners has you covered. With personalized product recommendations based on your financial goals, you can trust that you're making the right choices for your money. Enjoy better rates than national banks and take advantage of special promotions like 0% APR for 12 months and 5,000 APEX bonus points. Plus, earn rewards like 250 APEX points per month and free cell phone insurance when you pay your monthly bill with your Financial Partners debit card. Bank smarter with Financial Partners Credit Union and get the wheels you need to take your precious cargo where they need to go. Visit one of our conveniently located branches or bank online with our mobile app. Discrimination is prohibited based on federal law and U.S. Department of the Treasury policy. Submit a complaint of discrimination if needed. By clicking "Proceed," you acknowledge that you are leaving FPCU.org and going to a third-party website. Financial Partners provides this link as a service and is not responsible for any content, products, services, or external links on the third party's website. Trust Financial Partners Credit Union for all your banking needs.
12410 Seal Beach Blvd Suite E, Seal Beach, CA 90740, United States -
National Tax Credits
● ClosedNational Tax Credits is a leading institution located in Aliso Viejo, California, specializing in accounting and finance services. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of tax credits to maximize savings and ensure compliance with regulations. With a commitment to excellence and personalized service, National Tax Credits is your trusted partner in achieving financial success.
85 Argonaut # 200, Aliso Viejo, CA 92656, United States -
National Tax Debt
● ClosedNational Tax Debt is a leading finance institution located at 251 East Imperial Highway in Fullerton, California, United States. Specializing in helping individuals and businesses navigate their tax obligations, National Tax Debt offers a range of services to assist with resolving tax debt issues. With a team of experienced professionals, National Tax Debt provides personalized solutions to help clients achieve financial stability and peace of mind. Whether you are facing IRS audits, tax liens, or other tax-related challenges, National Tax Debt is here to help you find a resolution. Contact us today to learn more about how we can assist you with your tax debt needs.
251 E Imperial Hwy Suite 441, Fullerton, CA 92835, United States -
National Tax Relief
● ClosedNational Tax Relief is a leading institution specializing in accounting, finance, and legal services related to tax relief. Located at 7177 Brockton Avenue in Riverside, California, United States, our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of tax laws and regulations. Whether you are facing tax debt, audits, or other tax-related issues, our experts are here to provide personalized solutions to help you achieve financial stability and peace of mind. Contact us today to schedule a consultation and learn how we can assist you with your tax relief needs.
7177 Brockton Ave #102, Riverside, CA 92506, United States -
National Tax Relief, Inc
● ClosedNational Tax Relief, Inc is a leading institution specializing in accounting, finance, and legal services related to tax relief. Located at 5256 South Mission Road in Bonsall, California, this institution offers expert assistance to individuals and businesses seeking relief from tax issues. With a team of experienced professionals, National Tax Relief, Inc provides personalized solutions to help clients navigate the complexities of tax laws and regulations. Whether you are facing IRS audits, tax liens, or other tax-related challenges, this institution is dedicated to helping you achieve financial peace of mind.
5256 S Mission Rd office 703, Bonsall, CA 92003, United States -
National Tax Relief
● ClosedNational Tax Relief is a leading institution located at 122 Civic Center Drive in Vista, California. Specializing in accounting, finance, and legal services, our team of experts is dedicated to helping individuals and businesses navigate the complex world of taxes. Whether you are facing IRS audits, tax debt, or simply need assistance with tax planning, our experienced professionals are here to provide personalized solutions tailored to your specific needs. Trust National Tax Relief to provide you with the guidance and support you need to achieve financial peace of mind.
122 Civic Center Dr STE 204, Vista, CA 92084, United States -
BlueArrow CPAs | Native American CPA Firm | Auditing & Accounting Services for Tribal Governments
● ClosedBlueArrow 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.
16870 W Bernardo Dr, San Diego, CA 92127, United States -
National Tax Experts
● ClosedNational Tax Experts is a leading finance institution located at 1 Sansome Street in San Francisco, California. Our team of experienced professionals specializes in providing expert tax advice and services to individuals and businesses across the United States. Whether you need help with tax planning, preparation, or IRS negotiations, our knowledgeable staff is here to assist you every step of the way. Trust National Tax Experts to navigate the complex world of taxes and ensure you are maximizing your financial potential.
1 Sansome St UNIT 3601, San Francisco, CA 94104, United States -
Toro Tax Services
● ClosedToro Tax Services, located at 1301 Long Beach Boulevard in Long Beach, California, is a finance institution that specializes in tax services. With over a decade of experience, Toro Taxes is dedicated to providing fast and accurate assistance with tax preparation and filing to help you get the maximum refund. Their team of experienced tax advisors is committed to excellent customer service, ensuring customer satisfaction above all else. In addition to their tax services, Toro Taxes also offers term life insurance policies designed to provide financial resources for your family in case of emergencies. As a minority-owned and operated business, Toro Taxes is proud to support local communities and has over 100 locations across the nation for convenient access to customers.
1301 Long Beach Blvd, Long Beach, CA 90813, United States -
National Tax Advocates
● OpenNational Tax Advocates is a leading institution specializing in accounting and finance located at 4540 Campus Drive in Newport Beach, California, United States. Our team of expert professionals are dedicated to providing top-notch tax advocacy services to individuals and businesses alike. With years of experience and a commitment to excellence, we are here to help navigate the complex world of taxes and finances. Trust National Tax Advocates to provide personalized solutions tailored to your specific needs and ensure your financial success.
4540 Campus Dr Ste 105, Newport Beach, CA 92660, United States -
National Tax Solutions
● OpenNational Tax Solutions is a leading institution in the field of accounting and finance, located at 3129 Tiger Run Court in Carlsbad, California, United States. With a team of experienced professionals, they provide expert tax solutions and financial services to individuals and businesses. Whether you need assistance with tax planning, preparation, or resolving tax issues, National Tax Solutions is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they strive to provide top-notch service to their clients.
3129 Tiger Run Ct # 208, Carlsbad, CA 92010, United States -
Stone Republic Tax Services
● ClosedStone Republic Tax Services is a reputable accounting and finance institution located at 1635 Sweetwater Road in National City, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need assistance with tax preparation, planning, or filing, we are here to help. Trust Stone Republic Tax Services to handle all of your financial needs with precision and expertise.
1635 Sweetwater Rd C2, National City, CA 91950, United States
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