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TOP 30 Financial decisions in National City, CA
144 results found
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Kevin Schultz, Washington National Agent
Kevin Schultz, Washington National Agent is an insurance agency located at 271 King Daniel Lane in Goleta, California. As a trusted representative of Washington National, Kevin Schultz offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning, Kevin Schultz is dedicated to providing personalized and professional guidance to help you make informed decisions about your insurance coverage. Visit Kevin Schultz, Washington National Agent today to learn more about how they can help protect you and your loved ones.
Principal Financial Group
Principal Financial Group is a finance institution located at 20 East San Joaquin Street, Salinas, California, United States. At Principal Financial Group, we believe in helping you protect what matters most. From insurance to retirement planning, we offer a range of services to ensure your financial well-being. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. With accounts tailored for the long term, you can dedicate part of each paycheck towards big goals like retirement or education. Feel confident about investing with our guidance and support.
Beall Financial and Insurance Services
Beall Financial and Insurance Services, located at 23 Corporate Plaza Drive in Newport Beach, California, is an independent insurance agency that has been serving clients for over 30 years. With offices in both California and Indiana, Beall Insurance offers a local presence with a national reach. They work with top-rated insurance carriers to provide affordable and reliable coverage options for both personal and business needs. The experienced staff at Beall Insurance is dedicated to helping clients make informed decisions to protect themselves, their families, and their businesses. They prioritize customer service and treat clients like family, offering assistance with claims, coverage options, and any questions that may arise.
SFI Snarr Financial & Insurance Services
SFI Snarr Financial & Insurance Services, located in San Jose, California, offers safe-money retirement solutions and complete asset protection training for agents. Founded by Roy Snarr, a nationally-recognized authority on long-term care and asset protection, the institution provides expert advice on maximizing retirement portfolios and securing guaranteed retirement income. With a focus on educating clients and agents alike, SFI Snarr Financial & Insurance Services aims to prepare individuals for life's unexpected moments and provide top-notch financial solutions. Whether you're looking for advice on Social Security, long-term care, or asset protection, Roy Snarr and his team are dedicated to helping you make informed decisions and secure your financial future. Join the Snarr Agent Academy to expand your business and learn how to protect your clients' assets effectively. With a track record of success and satisfied clients, SFI Snarr Financial & Insurance Services is a trusted resource for all your financial and insurance needs.
National College Planners
National College Planners is a reputable institution located at 890 Hampshire Road in Westlake Village, California, United States. As a finance university, we specialize in providing comprehensive guidance and support to students and families as they navigate the complex process of planning and financing higher education. Our experienced team of advisors is dedicated to helping students make informed decisions about college selection, financial aid options, and scholarship opportunities. With a commitment to personalized service and expertise in the field of college planning, National College Planners is the go-to resource for individuals seeking to achieve their academic and financial goals.
Sean Son Phan, Bankers Life Agent and Bankers Life Securities Financial Representative
Sean Son Phan, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 16855 West Bernardo Drive in San Diego, California. Sean Son Phan is a Financial Advisor with Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. 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. We specialize in Medicare Advantage plans, which provide all-in-one coverage with options for prescription drug coverage and low monthly premiums. Planning for long-term care is essential as healthcare costs rise and life expectancy increases. Let us help you prepare for the future and make informed decisions about your insurance needs. Visit us today to start planning for what's next.
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering 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. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.
Glendale Alonzo: Primerica - Financial Services
Glendale Alonzo: Primerica - Financial Services is a reputable finance and insurance agency located at 22 West 35th Street in National City, California, United States. With a commitment to providing top-notch financial services, Glendale Alonzo: Primerica offers a range of products and resources to help individuals and families achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, the knowledgeable team at Glendale Alonzo: Primerica is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about the comprehensive services they offer.
DABK Financial Planning Services
DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC
Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2033 North Main Street, Walnut Creek, California, United States. They offer a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide array of financial planning topics and are designed to ensure that advisors have the knowledge and expertise to help their clients make informed decisions. Additionally, Oom Jackson - Financial Advisor, Ameriprise Financial Services, LLC specializes in serving veterans, active duty, Reserve, National Guard, and small business owners.
National Securities
National Securities is a leading finance institution located at 5777 West Century Boulevard in Los Angeles, California. We offer a wide range of financial services, including investment banking, wealth management, and trading services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance. Whether you're looking to grow your wealth, plan for retirement, or make strategic investment decisions, National Securities is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
Merrill Lynch Financial Advisor Keith T Tanabe
Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.
Chartwell Financial Advisory, Inc.
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.
Oui Financial
Oui 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.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley 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.
WINDFALL FINANCIAL ADVISORS, (CEPA®) Seen on CNN, CNBC, FORBES, BLOOMBERG..Fee-Only, Fiduciary Financial Advisor
Windfall Financial Advisors, (CEPA®) is a nationally recognized Fee-Only Fiduciary Registered Investment Advisor located in Newport Beach, California. As seen on CNN, CNBC, FORBES, and BLOOMBERG, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. With over two decades of experience, our team is dedicated to helping clients navigate sudden wealth and make informed financial decisions. Our "Quick Tips" ebook provides detailed instructions on managing a financial windfall, whether it be from an inheritance, settlement award, lottery win, company or property sale, divorce, or success in sports and entertainment. As Fee-Only advisors, we prioritize our clients' best interests and operate as fiduciaries, ensuring transparency and trust in our financial advice.
GreenPath Financial Wellness, Fullerton, CA
GreenPath 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.
Nanette Dutcher - State Farm Insurance Agent
Nanette Dutcher - State Farm Insurance Agent is a reputable insurance agency located at 2170 South Main Street in Lakeport, California, United States. Conveniently situated next door to the Record Bee Newspaper and just south of K-Mart, this agency offers a range of insurance products and services to meet the needs of individuals and families. Teenage speeding is a serious issue that can lead to fatal accidents, which is why this agency provides valuable driving tips to help prevent speeding and promote safer driving habits. Additionally, they offer advice on DIY auto maintenance to help reduce rising auto repair costs.
Hector Garnica - State Farm Insurance Agent
Hector Garnica - State Farm Insurance Agent is an insurance agency located at 2120 Main Street, Red Bluff, California, United States. They specialize in helping individuals make informed decisions about their home or renters insurance coverage, as well as providing guidance on the claims process in the event of theft, damage, or loss. The agency also offers valuable information on the dangers of drunk driving and the importance of choosing a guardian, particularly for children with disabilities. State Farm's mission is to help people manage risks, recover from unexpected events, and achieve their dreams. They provide a range of financial products and services, including life insurance, annuities, and investment options through State Farm VP Management Corp. Customers can also access deposit products through U.S. Bank National Association. For personalized advice, customers are encouraged to consult with a tax or legal advisor.
Burt Foon - State Farm Insurance Agent
Burt Foon - State Farm Insurance Agent is a reputable insurance agency located at 2801 Waterman Boulevard in Fairfield, California. With over 28 years of experience, Burt Foon and his team of long-time residents of Fairfield/Suisun Valley are dedicated to helping you make the right decisions for all your insurance needs. They prioritize your protection and well-being, offering personalized advice and solutions tailored to your individual circumstances. At Burt Foon - State Farm Insurance Agent, they understand the importance of responsible driving and education. They provide valuable tips on avoiding the dangers of drinking and driving, as well as guidance for adults looking to further their education while balancing work and family commitments.
Shere Goo - State Farm Insurance Agent
Shere Goo - State Farm Insurance Agent is a reputable insurance agency located at 173 East Blithedale Avenue in Mill Valley, California. Originally from Hawaii, Shere Goo is a 2nd generation State Farm Agent with over 30 years of experience. The agency has been ranked Gold in Newsweek for Auto Insurance, Home Insurance, and Life Insurance. Stop by or call for an appointment anytime, and feel free to bring your dog along as the office is dog-friendly. In addition to providing insurance services, Shere Goo - State Farm Insurance Agent also offers valuable security tips for identifying risks in your connected smart home and securing your smart devices and network. They also provide tips for staying safe while using ridesharing services and avoiding the dangers of drunk driving.
Sola Salon Studios
Sola Salon Studios, located at 3410 Highland Avenue in National City, California, is a beauty salon and hair care institution that offers salon professionals the opportunity to rent their own salon suite. Equipped with everything you need to open your own business, renting a salon suite at Sola can provide you with independence, flexibility, and the ability to maximize your financial potential. Our mission at Sola is to provide salon professionals with the finest and most convenient salon rental space to help them thrive in their careers. Whether you're a hairstylist, nail technician, makeup artist, or any other beauty expert, we have the ideal salon space waiting for you.
Sharon Woo - State Farm Insurance Agent
Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.
Gene L Daniels - State Farm Insurance Agent
Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.
Joe G. Gutierrez - State Farm Insurance Agent
Joe G. Gutierrez - State Farm Insurance Agent, located at 964 J Street in Los Banos, California, has been serving the community for 35 years. Joe and his team, including office manager Rhonda, are dedicated to meeting all of your insurance needs. Joe is actively involved in the community and is a member of various boards, including the Merced College Board. As a State Farm agent, Joe considers it an honor to serve the residents of Los Banos and surrounding areas. He is committed to providing Remarkable Service, Integrity, and Compassion to guide you through any insurance needs you may have. Rhonda, who has been with the agency since 2005, is a long-time resident of Los Banos and is ready to assist you with all your insurance needs.
Scott Lord - State Farm Insurance Agent
Scott Lord - State Farm Insurance Agent is an insurance agency located at 217 Civic Center Drive in Vista, California, United States. Scott Lord is an experienced insurance professional specializing in Life and Auto Insurance in California, with a focus on Vista and its surrounding areas. Scott is a graduate of San Diego State University and has been a resident of North County San Diego since 1999, giving him a deep understanding of the local community and its unique insurance needs. Scott Lord and his team are committed to providing exceptional customer service, with bilingual staff in Spanish and English to ensure effective communication with customers. Whether you are looking for Auto Insurance in Vista, Life Insurance, or assistance with relocating to the area, Scott Lord is dedicated to helping you find the right coverage to safeguard your future.
James Fread - State Farm Insurance Agent
James Fread - State Farm Insurance Agent is a health insurance agency located at 9923 Channel Road, Lakeside, California, United States. We are excited to welcome new customers in California, Nevada, and Arizona. Our team of experienced professionals is dedicated to providing comprehensive insurance options to protect what matters most to you. With over 85 years of combined experience in the industry, we offer exceptional service and personalized solutions to meet your unique needs. Our goal is to ensure you have the right coverage to manage risks, recover from unexpected events, and achieve your dreams. Visit our website to explore our range of insurance products and services, and feel free to contact our friendly customer service team for assistance. We are committed to helping you make informed decisions and find the best insurance options for your requirements. Thank you for choosing James Fread - State Farm Insurance Agent, we look forward to serving you and building a long-lasting relationship based on competence and reliability.
Barbara Etrick - State Farm Insurance Agent
Barbara Etrick - State Farm Insurance Agent is a trusted insurance agency located at 5501 66th Avenue in Sacramento, California. Our team is dedicated to providing legendary customer service to the Sacramento community, offering the right insurance products and financial services at the right time for our valued customers. We prioritize helping people manage everyday risks, recover from unexpected events, and prepare for the future. At Barbara Etrick - State Farm Insurance Agent, we offer a range of insurance and financial services, including life insurance, annuities, and deposit products through U.S. Bank National Association. Our team is committed to helping customers make informed decisions about their insurance needs and financial goals.
Tara Dietel - State Farm Insurance Agent
Tara Dietel - State Farm Insurance Agent is a second-generation State Farm Agent located at 11230 Gold Express Drive in Gold River, California. The office is conveniently situated in the Village Marketplace, just East of Sunrise Blvd. With over 25 years of State Farm experience, Tara Dietel is dedicated to helping individuals and families with their insurance needs. The office offers in-office appointments, phone/email consultations, and online resources for those who prefer a more DIY approach. Serving local policyholders in Gold River, Rancho Cordova, Fair Oaks, Folsom, and Orangevale areas, the office aims to provide a friendly and inviting atmosphere for all clients. Whether you walk in, call in, or click in, Tara Dietel is ready to help you with your insurance needs. The office's goal is to exceed expectations and become the community's first choice for insurance and financial services. If you have any difficulty accessing the website, please call (916) 852-9491 for assistance. State Farm offers a range of products including life insurance, annuities, and pet insurance, all designed to protect you, your family, and your dreams. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. It is important to carefully consider all investment objectives, risks, charges, and expenses before making any decisions. State Farm does not provide tax or legal advice, so it is recommended to consult a professional in these areas.
Jerry Estabrook - State Farm Insurance Agent
Jerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.
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