Financial consulting services in National City, CA
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Edward Carrillo - State Farm Insurance Agent
● ClosedEdward Carrillo - State Farm Insurance Agent is a trusted insurance agency located at 112 East 1st Street in Rialto, California. Edward Carrillo, a Rialto resident since 1990 and a USMC Disabled Veteran, is the proud father of 4 and grandparent of 8. With a love for motorcycles and 3 dogs, Edward has been elected City Treasurer since 2000 and actively supports veteran causes. Located at the corner of 1st St & Riverside Ave next to Cucas parking lot, Edward Carrillo - State Farm Insurance Agent offers a range of insurance products and services to meet your needs. Whether you need assistance with life insurance, annuities, credit cards, or pet insurance, Edward and his team are here to help.
112 E 1st St, Rialto, CA 92376, United States -
Jake Cesare - State Farm Insurance Agent
● ClosedJake Cesare - State Farm Insurance Agent is an insurance agency located at 227 North El Camino Real, Encinitas, California, United States. Situated just north of Jiffy Lube and south of Mountain Vista Drive, directly across the street from Pep Boys, this institution offers a range of insurance services to meet your needs. Whether you're looking for life insurance, annuities, or pet insurance, our team at Jake Cesare - State Farm Insurance Agent is dedicated to providing remarkable service and finding solutions for all your insurance and financial requirements. We understand the importance of planning and working towards your business goals, and we are passionate about helping you protect yourself and your assets.
227 N El Camino Real Ste 206, Encinitas, CA 92024, United States -
Callie Jones - State Farm Insurance Agent
● ClosedCallie Jones - State Farm Insurance Agent is located at 5755 Oberlin Drive in San Diego, California. As an insurance agency, we are committed to serving our policyholders while prioritizing public health and safety, especially during the COVID-19 pandemic. Our office remains open via phone and email to assist customers 24/7. We offer tips on rural road driving, car insurance deductibles, and dryer maintenance on our website. Our vision is to be the customer's first choice for insurance and financial services, guided by our values of quality service, integrity, and financial strength. For more information, please contact us at (858) 587-6042. Securities are distributed by State Farm VP Management Corp, and life insurance products are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Consult a tax or legal advisor for personalized advice.
5755 Oberlin Dr Ste 200, San Diego, CA 92121, United States -
Sandra Vish, Bankers Life Agent
● ClosedSandra Vish, Bankers Life Agent, located at 16855 West Bernardo Drive in San Diego, California, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sandra Vish, the Unit Field Trainer and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the best coverage. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare and the increasing need for long-term care, it is important to be prepared and have discussions with loved ones about planning for the future. Contact Sandra Vish to start planning your next steps.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Douglas Andersen, Bankers Life Agent
● ClosedLocated at 16855 West Bernardo Drive in San Diego, California, Douglas Andersen, Bankers Life Agent is an insurance agency offering a wide range of insurance options. Specializing in core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, our agents are dedicated to helping you find the right coverage for your needs. As a Medicare specialist, Douglas Andersen can guide you through the complexities of Medicare Advantage (Part C), providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have important discussions with your loved ones. Let us help you start planning for the future and take the next steps towards securing your financial well-being.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Coleman Meshack - State Farm Insurance Agent
● ClosedColeman Meshack - State Farm Insurance Agent is a trusted insurance agency located at 6030 Santo Road in San Diego, California. With over 30 years of experience as a State Farm Agent, Coleman Meshack is dedicated to helping clients plan for the future and protect their loved ones. He is a graduate of Lincoln High School, UCLA University, and San Diego State University, with a BS Honor Agent Qualifier/RVP Council Millionaire Club Qualifier Golden Triangle Qualifier Life Honor Club Qualifier National Convention Qualifier San Diego Native. Understanding the importance of life insurance and retirement planning, Coleman Meshack offers expert advice on creating a secure financial future. He also provides tips on DIY auto maintenance to help combat rising repair costs. For your security, sensitive personal information should not be shared on the website.
6030 Santo Rd suite h, San Diego, CA 92124, United States -
Joaquin Serna-Gomez - State Farm Insurance Agent
● ClosedJoaquin Serna-Gomez - State Farm Insurance Agent is a trusted insurance agency located at 7811 La Mesa Boulevard in La Mesa, California. With a history of 100 years helping people manage risks, rebuild neighborhoods, and invest in community initiatives, we are committed to being good neighbors. Our services include tips to avoid the dangers of drunk driving, information on money market savings accounts, and employer-provided group insurance health plans. We prioritize your protection and urge you not to share sensitive personal information online. If you are having trouble accessing our website, please call (619) 303-7706 for assistance.
7811 La Mesa Blvd ste b, La Mesa, CA 91942, United States -
Allstate Life Insurance Specialist: Julio Rubio
● ClosedAllstate Life Insurance Specialist Julio Rubio is a trusted insurance agency located at 3030 Plaza Bonita Road in National City, California. Julio Rubio is dedicated to helping individuals and families protect their financial future with comprehensive life insurance coverage. With years of experience and a commitment to personalized service, clients can trust Julio Rubio to provide expert guidance and tailored insurance solutions. Contact Julio Rubio today to secure peace of mind for you and your loved ones.
3030 Plaza Bonita Rd Ste 1058, National City, CA 91950, United States -
Lori McCarter Curry - State Farm Insurance Agent
● ClosedLori McCarter Curry - State Farm Insurance Agent is a trusted insurance agency located at 451 Park Fair Drive, Sacramento, California. With over 38 years of experience, Lori is dedicated to helping individuals and families in the Sacramento area find the right insurance coverage for their needs, whether it be Auto, Earthquake, Flood, or Life Insurance. As a proud graduate of the University of California, Davis, Lori has a deep connection to the community and is actively involved in giving back through local nonprofit organizations. To get a personalized price plan quote, you can contact Lori via phone, text, online inquiry, or by visiting the office. Whether you are a long-time resident of California or new to the area, Lori is here to assist you with all your insurance needs. Additionally, she provides valuable resources such as tips on teaching teens to drive safely and a skills checklist to determine if your teen is ready to drive independently.
451 Park Fair Dr #2, Sacramento, CA 95864, United States -
David Hagiwara - State Farm Insurance Agent
● ClosedDavid Hagiwara - State Farm Insurance Agent is a trusted insurance agency located at 12417 Fair Oaks Boulevard in Fair Oaks, California. With over 30 years of experience in the industry, David Hagiwara is dedicated to providing personalized insurance solutions to meet the needs of his clients. Whether you are looking for Auto Insurance, Homeowners Insurance, Renters Insurance, Business Insurance, or Life Insurance, David and his team are here to help. They can also assist you with understanding how detached structures or swimming pools are covered by home insurance, as well as provide tips for safe driving on rural roads. In addition to insurance products, David Hagiwara - State Farm Insurance Agent also offers financial services such as deposit products through U.S. Bank National Association and credit cards issued by U.S. Bank National Association. They can also help you navigate pet insurance options through American Pet Insurance Company and ZPIC Insurance Company.
12417 Fair Oaks Blvd Ste 400, Fair Oaks, CA 95628, United States -
Craig Carpenter, Bankers Life Agent
● ClosedCraig Carpenter, Bankers Life Agent in Roseville, California is an insurance agency that offers a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Craig Carpenter, as an Insurance Sales Representative, can provide you with information on Medicare Advantage and help you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the increasing need for long-term care, it is important to be prepared and have discussions with your loved ones. Visit Craig Carpenter, Bankers Life Agent in Roseville to start planning for your future today.
1544 Eureka Rd #150, Roseville, CA 95661, United States -
John Aitken - State Farm Insurance Agent
● ClosedJohn Aitken - State Farm Insurance Agent is an insurance agency located at 2574 Grass Valley Highway in Auburn, California, United States. Situated in the BIG 5 parking lot above CA Tan & Papa Murphy's, this agency is conveniently located across from America's Tire on HWY 49. With over 30 years of experience as a Financial Adviser, Oil Company Executive, and Management Consultant, John Aitken joined State Farm in July 2019. He was drawn to State Farm's business and ethical standards, which align closely with his own values. The agency offers a range of insurance services including Home, Auto, Life, Health, and Business Insurance.
2574 Grass Valley Hwy, Auburn, CA 95603, United States -
Adrienne Ng - State Farm Insurance Agent
● OpenAdrienne Ng - State Farm Insurance Agent is a trusted insurance agency located at 1643 Noriega Street, San Francisco, California. As your State Farm agent, Adrienne Ng is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. By offering a range of insurance products and services, including life insurance, annuities, and home insurance, Adrienne Ng is committed to being your first choice for all your insurance needs. In addition to providing insurance coverage, Adrienne Ng - State Farm Insurance Agent also offers valuable tips and information to help you avoid common risks and issues. From the dangers of drinking and driving to the importance of regular home plumbing checkups, Adrienne Ng is here to help you protect yourself and your loved ones.
1643 Noriega St, San Francisco, CA 94122, United States -
Mike Kevorken - State Farm Insurance Agent
● ClosedMike Kevorken - State Farm Insurance Agent is an insurance agency located at 4580 Thousand Oaks Boulevard in Westlake Village, California, United States. In addition to offering traditional insurance services, the agency now also provides Pet Insurance to help protect your beloved furry family members. Whether you're looking to sell your car privately or carve pumpkins safely during Halloween, State Farm has tips and advice to help you along the way. The agency's team is dedicated to providing excellent customer care and helping clients navigate the risks of everyday life through personal relationships. For any inquiries or assistance, feel free to contact the agency at (818) 889-4775. Please note that State Farm Life Insurance Company and U.S. Bank National Association are separate entities providing various financial products and services. Make sure to consult with a tax or legal advisor for personalized advice.
4580 Thousand Oaks Blvd ste 345, Westlake Village, CA 91362, United States -
Mohammad Kiamanesh, Bankers Life Agent
● ClosedMohammad Kiamanesh, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Led by Unit Supervisor Mohammad Kiamanesh, our team of Insurance Sales Representatives in Northridge, CA offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important in today's aging population, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards a secure future.
9301 Corbin Ave Ste 1000, Northridge, CA 91324, United States -
Fredy Cabrera, Bankers Life Agent
● OpenFredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. 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, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!
18022 Cowan Ste 265, Irvine, CA 92614, United States -
Walker Johnson, Bankers Life Agent
● ClosedWalker Johnson, Bankers Life Agent, located at 18022 Cowan in Irvine, California, is an insurance agency offering a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by Walker Johnson, specialize in helping clients navigate the complexities of Medicare, offering guidance on Medicare Advantage plans to ensure the right coverage for individual needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is crucial. Our team is here to help you and your loved ones start the conversation and prepare for the future. Contact us today to begin planning your next steps towards financial security and peace of mind.
18022 Cowan Ste 265, Irvine, CA 92614, United States -
Mike Siemsen - State Farm Insurance Agent
● ClosedMike 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.
3960 Prospect Ave # J, Yorba Linda, CA 92886, United States -
Domingo Baccay, Bankers Life Agent
● ClosedDomingo Baccay, Bankers Life Agent is an insurance agency located at 355 East Rincon Street, Corona, California, United States. Led by Unit Supervisor Domingo Baccay, our agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage (Part C) offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we emphasize the importance of planning for long-term care as people live longer and healthcare costs rise. Start preparing for the future with us at Domingo Baccay, Bankers Life Agent.
355 E Rincon St STE 303, Corona, CA 92879, United States -
Teisha Mechetti
● ClosedTeisha Mechetti is a finance institution located at 512 I Street in Eureka, California, United States. Specializing in business management, strategy, design, and development, Teisha Mechetti offers industry regulatory compliance services at the local, state, and federal levels. As a business resource center serving local, national, and international businesses, Teisha Mechetti provides comprehensive business advisement, consultation, and support. The institution's physical location is equipped with workshop space for training and private conferences.
512 I St, Eureka, CA 95501, United States -
Wipfli
● ClosedWipfli is a top 20 national firm located at 125 East Mill Street in Ukiah, California, specializing in accounting and finance services. With a diverse range of resources and expertise, Wipfli offers assurance, accounting, tax, and consulting services tailored to meet the unique needs of each client. The Ukiah office serves as a hub for healthcare organizations, including health centers, community clinics, and federally qualified health centers, providing services such as financial reporting, budgeting, tax preparation, and more. Our mission is to make a positive impact on the business performance of healthcare organizations by offering innovative solutions to complex healthcare issues. Trust Wipfli to help you overcome challenges, achieve your goals, and plan for future success.
125 E Mill St, Ukiah, CA 95482, United States -
Focus Strategic Solutions
● OpenFocus Strategic Solutions is a finance institution located at 9400 Honsa Avenue, Windsor, California, United States. We understand that no two retirements are alike, which is why we tailor our guidance to meet your specific needs. Whether you are looking to review your current financial outlook or create a retirement plan for the next 30-plus years, our experienced professionals are here to help. At FOCUS Strategic Solutions, we are dedicated to simplifying the complexities of the financial world and serving as your advocate. We work with pre-retirees, retirees, entrepreneurs, and confident women who want to take control of their retirement. Our services are designed to help you achieve your unique retirement goals.
9400 Honsa Ave, Windsor, CA 95492, United States -
7 Figures Funding South San Francisco
● Closed7 Figures Funding South San Francisco is a finance institution located at 611 Gateway Boulevard in South San Francisco, California, United States. Specializing in providing funding solutions for businesses and individuals, 7 Figures Funding offers a range of financial services including loans, investment opportunities, and financial advice. With a team of experienced professionals, 7 Figures Funding is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand your current one, or invest in your personal finances, 7 Figures Funding South San Francisco is here to help you every step of the way.
611 Gateway Blvd Ste 120, South San Francisco, CA 94080, United States -
Fisher Investments
● ClosedFisher Investments, located at 13100 Skyline Boulevard in Woodside, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works closely with clients to create personalized investment portfolios tailored to help achieve their financial goals. As one of the nation's largest investment advisers serving small and mid-sized businesses, we also cater to a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Our seasoned team of investing professionals offers valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Please note that investing in securities involves risks, including the risk of loss, and past performance is not indicative of future returns. For more information and resources on popular investment topics, visit Fisher Investments online.
13100 Skyline Blvd, Woodside, CA 94062, United States -
DLC Inc
● OpenLocated at 655 Montgomery Street in San Francisco, California, DLC Inc is a leading professional services firm specializing in accounting and finance. With a focus on helping companies drive transformation and growth, DLC offers flexible and efficient on-demand execution of financial projects. As a $160 million leader in solid and liquid containment business process redesign, DLC has a proven track record of delivering results. Within just 8 weeks of starting a project, DLC presents detailed recommendations to the Board of Directors, enabling them to make critical business decisions.
655 Montgomery St 12th floor, San Francisco, CA 94111, United States -
Fisher Investments
● ClosedFisher Investments, located at 1450 Fashion Island Boulevard in San Mateo, California, is a leading finance institution with a focus on providing world-class, client-focused service. With a team of experienced professionals, Fisher Investments works closely with clients to create tailored investment portfolios to help them reach their financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, Fisher Investments also serves a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Their seasoned team of investing professionals provides valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. While investing in securities carries a risk of loss, Fisher Investments aims to help clients make informed decisions to maximize potential returns.
1450 Fashion Island Blvd, San Mateo, CA 94404, United States -
Beacon Pointe Advisors
● OpenBeacon 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.
900 E Hamilton Ave #120, Campbell, CA 95008, United States -
CAPTRUST
● ClosedCAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.
2010 Crow Canyon Pl #210, San Ramon, CA 94583, United States -
Beacon Pointe Advisors
● OpenBeacon 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.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Beacon Pointe Advisors
● ClosedBeacon 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.
1165 Coast Village Rd Suite L, Montecito, CA 93108, United States
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