TOP 10 Financial education and planning in National City, California

Insurance City is an independent insurance agency located at 956 West Robinhood Drive in Stockton, California. We are dedicated to providing the best insurance coverage for our clients by working with a select group of reputable and financially strong insurance companies. As independent agents, we prioritize your needs and work on your behalf to ensure you receive fair and prompt payment and service in the event of a loss. In addition to our insurance services, we also believe in the importance of financial literacy for small business owners. We offer resources and guidance on budgeting basics and financial management to help our clients achieve their profit goals effectively. As April is Financial Literacy Month, we encourage small business owners to prioritize financial education for long-term success.

Principal Financial Group is an insurance agency located at 704 Alfred Nobel Drive, Hercules, California, United States. Discover how insurance can help you protect what matters most to you. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about your investments and meet your money goals with a partner in your area. Learn about the 8 simple steps to help your money adapt as life changes and the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck. Principal Financial Group offers SimpleInvest portfolios comprised primarily of Principal products, including affiliated mutual funds and ETFs. Please refer to the Form ADV for important information about Principal SimpleInvest services, fees, and related conflicts of interest. All investments have inherent risks. The Retirement Wellness Planner and Retirement Wellness Score provide education on financial assumptions and are not intended to be financial plans or investment advice. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Financial Group is based in Des Moines, Iowa.

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.

Principal Financial Group is a health and insurance agency located at 2000 Powell Street, Emeryville, California, United States. Our mission is to help you protect what matters most through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. With us, you can protect your life and wages, ensuring your loved ones can continue moving forward no matter what happens. Dedicate part of your paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for your future with the help of our services. We provide 8 simple steps to help your money adapt as life changes and address the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck for transparency. Remember that all investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Principal Funds, Inc. and Principal Securities, Inc. are also part of the Principal Financial Group. Let us help you meet your money goals and plan for a secure future.

The National School District Services Center is a primary school located at 1400 N Avenue in National City, California, United States. This institution provides a wide range of educational services and resources to support the students, teachers, and staff within the National School District. With a focus on academic excellence and student success, the National School District Services Center is dedicated to creating a positive and inclusive learning environment for all members of the school community.

National University, located in San Diego, California, is a Veteran-founded nonprofit institution dedicated to providing accessible and achievable higher education to adult learners since 1971. With over 230,000 alumni worldwide, National University offers customized education plans, adaptive instruction, holistic student support, and competency-based credentialing to help students stay on track and achieve their academic goals. The university offers flexible 4-week courses both online and on-site, allowing students to balance family, work, and school. National University is one of the largest nonprofit universities in the U.S. and is accredited by WSCUC. The university also houses the Cause Research Institute (CRI), a research hub that helps scholars tackle critical challenges in their communities.

National University, located in Camarillo, California, is a school and university founded by veterans in 1971. With a mission to provide accessible higher education to adult learners, National University has educated students from all over the United States and around the world, boasting over 230,000 alumni globally. The institution offers customized education plans with adaptive instruction, holistic student support, and competency-based credentialing to help students achieve their academic goals. National University stands out as one of the largest nonprofit universities in the U.S., offering career-focused programs designed to make a positive impact in various fields. The university is accredited by WSCUC and provides a unique opportunity for faculty and students to engage in research through the Cause Research Institute (CRI), focusing on solving complex challenges in communities.

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.

Callahan Financial Planning is a leading financial institution located in Palo Alto, California. Our team of experienced financial advisors serves both individuals and institutions independently, helping them define their financial goals and chart a path to achieve them. With our expertise in financial planning, we guide our clients through the complexities of managing their wealth and investments. Whether you're looking to plan for your retirement, save for your children's education, or grow your business, our team is here to assist you every step of the way.

MILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.

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.

Welcome to Principal Financial, your trusted partner in securing a stable financial future. Conveniently located at 801 Tioga Avenue, Sand City, California, we specialize in providing comprehensive financial services tailored to your unique needs. At Principal Financial, we understand the importance of protecting what matters most to you. Whether it's safeguarding your life, income, or planning for a secure retirement, our expert team is here to guide you through the complexities of the financial world. We offer personalized strategies that help you navigate market volatility and ensure that your loved ones can continue to thrive, no matter what life throws your way.

Welcome to Principal Financial, your trusted partner in achieving financial security and success. Located at 8139 West Manchester Avenue, Los Angeles, California, we specialize in helping you protect what matters most through comprehensive insurance solutions and strategic financial planning. In times of market volatility, we provide guidance to ensure your life and wages are safeguarded, allowing your loved ones to continue thriving. Our dedicated team is here to help you allocate part of each paycheck towards significant long-term goals, such as retirement or education, with tailored accounts designed for sustained growth. We believe in empowering you to live well both now and in retirement, encouraging you to save a little each month and gradually increase your contributions. Many workplaces offer plans to assist you in this journey, and we're here to complement those efforts.

Welcome to Shred Nations Eureka: Your Trusted Partner for Secure Document Destruction Located at 1632 Broadway Street, Eureka, California 95501, Shred Nations is your local gateway to finding the perfect shredding solutions for both personal and business needs. We understand the importance of safeguarding sensitive information, and our mission is to connect you with reliable shredding service providers that ensure the utmost security and compliance with all state and federal regulations.

Located at 185 Greenwood Drive in Napa, California, The Doctors Company is the nation's largest physician-owned medical malpractice insurer. Committed to supporting medical liability reform and safeguarding access to patient care, The Doctors Company offers the best coverage in the nation at an affordable price. Members of The Doctors Company benefit from the Tribute Plan, which provides a significant reward at retirement for clean, ethical, and exemplary medical practice. The institution offers risk management fundamentals for practice managers and accredited education for physicians, dentists, advanced practice clinicians, and practice managers.

Sydney Frangieh - State Farm Insurance Agent is a trusted insurance agency located at 23 Altarinda Road in Orinda, California. Serving the Orinda community with a personalized touch, Sydney Frangieh and her team are dedicated to providing a wide range of insurance products, including Auto, Life, Business, Home, and Renters Insurance. With a family history in the insurance industry, Sydney brings a wealth of experience and knowledge to help clients protect their loved ones and assets. Whether you are in Orinda, Berkeley, Oakland, or anywhere else in the Bay Area, Sydney Frangieh State Farm is here to assist you. The team is committed to educating clients on their insurance options and being a reliable resource for all their insurance needs. From reviewing existing policies to getting free insurance quotes, the team is ready to guide you through the insurance-buying process.

Greg Polley - State Farm Insurance Agent is a trusted insurance agency located at 8084 Old Auburn Road in Citrus Heights, California. With all the changes happening in the California insurance market, Greg and his team are here to help you with any insurance questions you may have. Whether you prefer to call, email, or stop by our office, we will show you the various options and coverages available to help you create your Personal Price Plan. Driving on rural roads may seem peaceful, but they come with their own set of risks. We provide tips to help you navigate these roads safely, especially when sharing them with farm vehicles. Additionally, we can educate you on how renters insurance works and guide you through the process of filing a claim.

Scott Stevens - State Farm Insurance Agent is an insurance agency located at 4482 Barranca Parkway, Irvine, California. The agency is conveniently situated in Woodbridge on the corner of Barranca and Lake, serving the local communities of Newport Beach, Tustin, Lake Forest, Costa Mesa, and all of Orange County. Scott Stevens, a second-generation agent, leads a team of licensed and professional individuals who are dedicated to meeting all your financial and services needs. With over 50 years of collective insurance experience, the team consists of Laura, Mayra, Viviana, and Scott. Viviana and Mayra are bilingual, speaking both English and Spanish, and are well-versed in all the products offered by State Farm.

DI4MDs is an insurance agency located at 10505 Sorrento Valley Road in San Diego, California, United States. Specializing in Resident & Fellow Disability Insurance throughout the U.S., they also offer Life Insurance for Residents, Fellows & Practicing Physicians. Understanding the unique needs and financial risks of Military Physicians, DI4MDs provides disability insurance for military doctors in California and nationwide. With over 50 years of experience serving the medical community, DI4MDs offers individual disability insurance plans custom designed for physicians to preserve their earning ability. They educate physicians on the importance of obtaining and maintaining adequate disability insurance protection, as it can be difficult to obtain due to underwriting restrictions. DI4MDs helps civilian and military doctors, residents, fellows, and practicing physicians nationally, providing proactive solutions in the physician disability insurance marketplace. Testimonials praise the professionalism, knowledge, and personalized service provided by Andy and his staff at DI4MDs. With a focus on ensuring physicians are protected in the event of a disability, DI4MDs is a trusted resource for insurance needs.

Heidi Kuiper - State Farm Insurance Agent is a trusted insurance agency located at 507 Purissima Street in Half Moon Bay, California. With over 45 years of experience in Auto, Life, and Health Insurance, our dedicated team is committed to serving the Coastside community. As a board member of the Half Moon Bay Beautification Committee for nearly two decades, we are actively involved in supporting local non-profits and providing scholarships to our high schools. While we do not currently offer online auto quoting, we invite you to call, text, or visit us for a personalized quote today. Our experienced team is prepared to meet all your financial and insurance needs. Whether you're looking for life insurance, annuities, or assistance with planning for higher education expenses, we are here to help.

Farmers Insurance - John Kemmer is an insurance agency located at 1720 South Amphlett Boulevard in San Mateo, California. With over 30 years of experience, John Kemmer is a Certified Insurance Counselor (CIC) and a member of the National Alliance for Insurance Education and Research. The agency offers a wide range of insurance options including coverage for homeowners associations, apartment buildings, businesses, auto, home, and life insurance. They are dedicated to helping clients find the insurance that fits their needs and budget. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Farmers Insurance - John Kemmer can help simplify the process of selecting the right insurance coverage. They also offer competitive rates and multi-line insurance discounts. Additionally, the agency provides options for renters insurance, condo insurance, business insurance, and personal umbrella insurance. Clients can also receive assistance with building a solid financial plan for the future. For more information or to get a quote, interested individuals can contact Farmers Insurance - John Kemmer at the provided address in San Mateo.

New York Life is an insurance agency located at 1000 South Broadway, Santa Maria, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide protection for everyday tasks, lost income due to illness or injury, professionally managed investments, and options for paying for education expenses. New York Life also offers guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they tailor flexible solutions to meet individual needs and budgets, providing resources such as articles, guides, and financial calculators. Committed to diversity, responsibility, and service, New York Life has a long history of fulfilling promises, responsible investing, and community engagement. They have the highest financial strength ratings and are dedicated to making a positive impact through charitable giving and volunteer efforts. Their mission is to help individuals, families, and communities thrive, reflecting the diverse communities they serve. New York Life Foundation supports local and national grant opportunities for educational enhancement, childhood bereavement, community efforts, and workplace initiatives. They have also launched initiatives to address the racial wealth gap and expand economic opportunity. With a focus on making the world a better place, New York Life is dedicated to engaging with communities and bringing people together.

Auto International Insurance Agency, located at 17412 Beach Boulevard in Huntington Beach, California, specializes in providing a wide range of insurance services including Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to ensuring that you have the peace of mind knowing that your assets are properly covered. We work with you to create a comprehensive insurance portfolio that meets your specific needs and discuss all available options to guarantee that you are adequately protected. In addition to our insurance services, we also place a strong emphasis on financial literacy, particularly for small business owners. As April is Financial Literacy Month, we believe it is the perfect time to educate small business owners on budgeting basics and the importance of sound financial management. We understand the challenges that come with managing finances for a small business and are here to provide guidance and support.

Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.

Principal Life Insurance Company, located at 9330 Sorrento South Driveway in San Diego, California, is an insurance agency dedicated to helping individuals protect what matters most. With a focus on providing financial security for the future, Principal Life Insurance offers a range of insurance products and services to help you safeguard your life, wages, and assets. As the presenting sponsor of prestigious sports awards such as the John R. Wooden Award and Legends of Coaching Award, Principal Life Insurance Company celebrates expertise, excellence, and equality in sports. Additionally, they offer resources and tools to help you achieve your financial goals, whether it's saving for retirement or education.

Montana Capital Car Title Loans is a finance institution located at 1400 West Vernon Avenue in Los Angeles, California. They offer fast and secure car title loans of up to $50,000, depending on the value of your car and your ability to repay. You can apply for a loan online or by phone, and have the money sent directly to your bank account, debit card, or pick it up at a MoneyGram location. Vernon Auto Insurance provides registration services for Montana Capital Car Title Loans customers at the same location. In Los Angeles, there are various innovative programs and services available for residents in need, including educational programs for children and services for disabled individuals. Montana Capital Car Title Loans provides quick cash loans to help those struggling to make ends meet, using their car as collateral. This allows borrowers to keep their car and continue driving while repaying the loan.

The Joe Montague Agency is an insurance agency located at 6670 Glade Avenue, Suite 124, Woodland Hills, CA 91303 in Los Angeles, California. Our focus is on empowering clients with education and knowledge about their health insurance benefits. Whether it's assistance with applications or claims processing, we provide support to both individual clients and groups. At Joe Montague Agency, we prioritize our clients' interests, needs, and budget, ensuring they understand how their insurance works. We work closely with payroll and HR departments to streamline administration and provide direct assistance to employees, acting as an extension of the HR department.

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.

Erol Hassan - State Farm Insurance Agent is an established insurance agency located at 3540 Highland Avenue in Manhattan Beach, California. Erol Hassan, a graduate of Cal State Los Angeles and a State Farm Agent since 1976, is dedicated to providing quality insurance services to the community. As an Air Force veteran, Erol Hassan brings a sense of commitment and integrity to his work. At Erol Hassan - State Farm Insurance Agent, clients can open a 529 college savings plan account to help save for future higher education expenses. The agency also offers advice on investing in bond funds for a more secure financial future. In addition, they provide tips on DIY auto maintenance to help combat rising auto repair costs.

Phlebotomy Training Specialists is a reputable institution located at 27285 Las Ramblas, Mission Viejo, California, United States. Our program is approved by the Bureau for Private Postsecondary Education (BPPE) and the California Department of Public Health (CDPH), making our graduates eligible to work in California and across the nation. We offer simple and transparent payment plans, with all costs included from registration to exam and certification. The deposit is non-refundable after the three-day cancellation period, but we provide various payment options to suit each student's unique circumstances. Only the deposit is required to secure your seat in class, with full tuition due by the halfway point of the program.