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TOP 30 Financial expertise in Valley Center, CA
33 results found
A convenient service for searching for businesses, places and services
Valley Oak Wealth Management
Valley Oak Wealth Management, located at 2 Ranch Drive in Novato, California, is a finance and insurance agency dedicated to guiding clients through their financial journey to retirement and beyond. The experienced team at Valley Oak Wealth Management believes that it is never too early to start planning for the future and they are committed to helping clients as they embark on the next chapter of their lives. With a focus on portfolio diversification, Valley Oak Wealth Management works with each client to determine the best strategy for their individual needs. The team understands that life is unpredictable, which is why they strive to ensure that clients are prepared for anything that may come their way.
Merrill Lynch Financial Advisor Thomas N Rickey
Merrill Lynch Financial Advisor Thomas N Rickey is located at 2 Belvedere Place, Mill Valley, California, United States. As a First Vice President, Wealth Management Advisor, and CERTIFIED FINANCIAL PLANNER™ certificant, Thomas Rickey brings over 15 years of experience in the financial services industry to his role. With a background in corporate financial management, including serving as a Chief Financial Officer, Tom is dedicated to providing individual investors and small businesses with personalized wealth management strategies. He holds certifications in financial planning and investment analysis, and leverages his expertise to simplify the lives of his clients by offering tailored solutions based on their financial goals and risk tolerance. At Merrill Lynch Wealth Management, the team led by Thomas Rickey is committed to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™ process, clients can create a personalized plan centered on their goals and aspirations. By understanding each client's unique financial situation, risk tolerance, and priorities, the team at Merrill Lynch helps clients pursue their most meaningful objectives.
Merrill Lynch Financial Advisor Michael H Reid
Merrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
Merrill Lynch Financial Advisor Brian S MacDonald
Merrill Lynch Financial Advisor Brian S MacDonald, located at 2 Belvedere Place, Mill Valley, California, United States, is a finance institution dedicated to helping clients pursue their long-term financial goals. The team at Merrill Lynch works one-on-one with clients to develop personalized financial strategies tailored to their individual needs and priorities. Whether it's planning for retirement, funding a child's education, or transferring wealth to future generations, Merrill Lynch is committed to understanding each client's unique goals and values. The MacDonald Group, with over 56 years of combined experience, specializes in multigenerational wealth management, providing clients with comprehensive financial solutions and personalized investment strategies. Recognized by Forbes as "Best-in-State Wealth Advisors," the team at Merrill Lynch prides itself on exemplary client service and a commitment to building strong client relationships based on trust and personalized service.
Merrill Investment & Retirement Financial Center
The Merrill Investment & Retirement Financial Center is located at 3067 Castro Valley Boulevard in Castro Valley, California. As a finance institution, we have the expertise, tools, and personalized advice to help you achieve your financial goals. Our Merrill Financial Solutions Advisors are available to meet with you in a way that works best for you, whether in person or virtually. At Merrill, we strive to provide information about products and services that may be of interest to you. Investing in securities involves risks, and our advisors can help you navigate these risks to help you make informed decisions. We offer a broad range of services, including brokerage, investment advisory, and financial planning.
Edward Jones - Financial Advisor: Steven A Much
Edward Jones - Financial Advisor: Steven A Much is a reputable finance institution located at 28477 Lizard Rocks Road in Valley Center, California, United States. With Steven A Much at the helm, clients can expect personalized financial advice and guidance to help them reach their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Steven A Much and his team at Edward Jones are dedicated to providing top-notch service and expertise. Visit them today to start securing your financial future.
Joline Banks - State Farm Insurance Agent
Joline Banks - State Farm Insurance Agent is a local insurance resource located at 313 Lennon Lane in Walnut Creek, California. As a small business owner in the Bay Area, they are dedicated to taking care of your insurance and financial needs. The agency offers a wide range of insurance options including car insurance, motorcycle insurance, homeowner's insurance, renter's insurance, life insurance, small business insurance, and commercial insurance. The State Farm office is led by Joline Banks, who has been a State Farm Agent since 1992. Born and raised in California, Joline is a Cal State Sacramento Graduate and a Diablo Valley College Athletic Hall of Famer. The agency has qualified for the State Farm Crystal Excellence award and Joline is actively involved in the local community as a member of various organizations.
Morris & Garritano Insurance
Morris & Garritano Insurance is a trusted insurance agency located at 2721 Santa Maria Way in Santa Maria, California. Since 1885, we have been dedicated to earning your trust both at the time of purchase and when you need us most. Our mission is to provide excellent products and services by understanding your business needs and financial objectives. We offer a wide range of products for group employee benefit programs and are licensed to represent all major carriers. With Morris & Garritano, you can rest assured that your personal insurance policies will give you the confidence that what needs protection is secure, whether it's your home, auto, or more.
Rick Medina - State Farm Insurance Agent
Rick Medina - State Farm Insurance Agent is a reputable insurance agency located at 13334 Ramona Boulevard in Baldwin Park, California. With 17 years of experience as a State Farm Agent, Rick Medina is dedicated to educating the community about insurance and financial services. Located in the President Plaza Shopping Center, Rick and his bilingual licensed team offer exceptional customer service and expertise in the insurance industry. Whether you need help with auto, home, life, or health insurance, Rick and his team are committed to creating personalized insurance plans that fit your needs and budget. With a focus on making a positive impact in the lives of their customers, Rick Medina - State Farm Insurance Agent is a trusted choice for insurance in the San Gabriel Valley. Contact their office today to receive the highest level of service and support for all your insurance needs.
Huntington Hospital
Huntington Hospital, located at 10 Congress Street in Pasadena, California, is a renowned health institution with a rich history dating back to 1892. Over the past 131 years, the hospital has grown from a small 16-bed facility to a nationally recognized healthcare provider. The hospital's mission is to build a healthier community, offering a wide range of services to meet the diverse healthcare needs of its patients. From primary care to specialty services, Huntington Health Physicians provides comprehensive care for patients of all ages.
City of Hope Wildomar Radiation Oncology
City of Hope Wildomar Radiation Oncology, located at 36450 Inland Valley Drive in Wildomar, California, is a leading health institution offering exceptional cancer care and radiation treatments for patients in the Wildomar area and beyond. Our team of experts is trained in the latest advances in radiation oncology and utilizes cutting-edge technologies to provide personalized care for a wide range of cancer diagnoses. As one of the largest and most experienced radiation oncology programs in Southern California, City of Hope offers specialized services and advanced treatments planned and delivered by our highly trained staff. Our goal is to support patients from prevention to survivorship by combining our expertise in various cancers with state-of-the-art technologies and services.
Cantua Insurance Agency
Cantua Insurance Agency is a reputable health insurance agency located in the heart of Willits, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for individual health coverage or group insurance plans, we have the expertise to guide you through the process and find the best policy for you. Visit us at 16 West Valley Street to learn more about how Cantua Insurance Agency can help protect your health and financial well-being.
Dennis Casagrande - State Farm Insurance Agent
Dennis Casagrande - State Farm Insurance Agent is a trusted insurance agency located at 370 Diablo Road, Danville, California, United States. With over 50 years of experience serving the Danville and Tri Valley area, Dennis Casagrande is dedicated to helping you make 2024 your greatest year yet by assisting you with your insurance and financial goals. As a B.A. graduate from the University of California- Berkeley and a Legion of Honor Qualifier, you can trust in the expertise and professionalism of this institution. Whether you are driving on rural roads or enjoying a relaxing steam bath, Dennis Casagrande - State Farm Insurance Agent provides valuable tips and information to keep you safe and informed. Their mission is to help their East Bay neighbors manage risks, recover from the unexpected, and achieve their goals. With a focus on personalized service and smart decision-making, they are here to guide you every step of the way.
Farmers Insurance - An Loi
Farmers Insurance - An Loi is an insurance agency located at 8736 Valley Boulevard, Rosemead, California, United States. As your local Farmers® agent in Rosemead, CA, they help customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, they have the knowledge and experience to help you understand your coverage options. They offer comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers® provides insurance products to protect your home, belongings, and financial future. They also offer life insurance, renters insurance, condo insurance, and business insurance. Farmers Insurance and Financial Services agent can help you build a solid financial plan for a secure future. For added coverage, they offer Personal Umbrella insurance policies. Securities are offered through Farmers Financial Solutions, LLC. Contact Farmers Insurance - An Loi for personalized insurance quotes and to discuss your insurance needs.
Northern Trust
Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.
Thomas Costello Insurance
Thomas Costello Insurance, located at 2775 Tapo Street in Simi Valley, California, is a trusted insurance agency that has been serving clients since 1927. As part of the Gallagher Way, we offer tailored and comprehensive insurance solutions for all your business needs. Our team develops effective risk management strategies to protect your people and reduce your total cost of risk. We focus on organizational wellbeing by investing in the health, financial wellbeing, and career growth of your employees to align with your goals. Gallagher is a global leader in insurance, risk management, and consulting services, helping clients face challenges and providing effective solutions. With over 52,000 employees worldwide, we have significant international reach and are dedicated to serving businesses, communities, and individuals around the globe.
Patane Insurance Agency, LLC
Patane Insurance Agency, LLC is a trusted insurance agency located at 24384 Sunnymead Boulevard in Moreno Valley, California. Our team is dedicated to providing fast, accurate, reliable, personalized, and honest insurance services to our clients. With access to a variety of insurance markets, we can ensure that you receive the right coverage at the best price. Many financial experts stress the importance of having the right insurance coverage in place to protect against unforeseen events that could potentially cost you thousands of dollars. At Patane Insurance Agency, LLC, we prioritize getting you covered quickly and efficiently, so you can have peace of mind knowing you are protected.
Maria Zuniga - State Farm Insurance Agent
Maria Zuniga - State Farm Insurance Agent is located at 145 Plaza Drive in Vallejo, California. Our office is conveniently situated across from Panera Bread, between Ulta and Marshalls. Hello from Maria Zuniga and her team! As we welcome the month of March and look forward to spring, we also prepare for allergy season. In February, we recognized Life Insurance Awareness Month, emphasizing the importance of protecting our loved ones. Whether you need to secure life insurance or review your current policy, now is the perfect time to assess your coverage and ensure the well-being of your family. We offer both virtual and in-person appointments for your convenience. Remember, it's never too late to prioritize life insurance.
Gurbinder Mavi - State Farm Insurance Agent
Gurbinder Mavi - State Farm Insurance Agent is an insurance agency located at 20395 Pacifica Drive in Cupertino, California, United States. In March, as many people head out on spring break and hit the road, it's the perfect time to ensure you have the right auto insurance coverage. The agency specializes in making insurance easy to understand and offers assistance to customers with setting up a simple plan of protection through all phases of life. The agency covers all of California and has recently expanded to include Arizona as well. They offer lower costs and award-winning service in a modern office setting. Whether you are relocating to California or simply looking for a new insurance relationship, Gurbinder Mavi - State Farm Insurance Agent is here to help. They can assist with transferring policies from other States to California and provide support with all auto, home, renters, and personal liability umbrella changes for your move. The office is situated in the heart of Silicon Valley in Mountain View. To get an auto quote, customers can call, text, or visit the office as online quoting is not available at this time. The agency's team is dedicated to helping policyholders achieve their financial goals and manage the risks of everyday life. They offer a range of insurance products to protect against the unexpected and help maximize efficiency of money. The mission of State Farm is to help people manage risks, recover from the unexpected, and realize their dreams. The agency is ready to start coverage at the time of your call and offers renters and auto insurance online. The team at Gurbinder Mavi - State Farm Insurance Agent includes experienced professionals like Catee, who has 5 years of State Farm experience and 12 years of insurance experience, and Blair, who is licensed in Property & Casualty Insurance. The agency also offers guidance on topics like drunk driving, selling a car privately, disability insurance, and more. If you have any questions or need assistance with insurance, the team at Gurbinder Mavi - State Farm Insurance Agent is ready to help.
Farmers Insurance - Heather Sadique
Farmers Insurance - Heather Sadique is a local insurance agency located at 1952 Camden Avenue in San Jose, California. With over 25 years of experience in insurance and financial services, Heather Sadique, a CERTIFIED FINANCIAL PLANNER™, is dedicated to providing personalized coverage options for each client. The agency prides itself on offering outstanding customer service and treating clients like family. The knowledgeable and caring team at the Sadique Agency is committed to helping clients find the best insurance solutions for their lifestyle and family needs. The agency offers a range of insurance options including home, auto, umbrella, life, small business insurance, and more. The team at Farmers Insurance - Heather Sadique includes Ivy Allen, who has over 20 years of experience in high-tech in Silicon Valley and is fluent in Mandarin, Cantonese, and English, and Karen Johnson, the Customer Service Manager with expertise in insurance and finance. The office is conveniently located off Highway 85 or Highway 17 and operates primarily by appointment, with evening and weekend appointments available.
Bank of America (with Drive-thru ATM)
Bank of America is a renowned financial institution located at 5454 Ygnacio Valley Road in Concord, California. This branch offers a convenient Drive-thru ATM service for customers on the go. As one of the largest banks in the United States, Bank of America provides a wide range of financial services including personal and business banking, investment options, and mortgage solutions. With a commitment to customer satisfaction and financial expertise, Bank of America is a trusted partner for individuals and businesses looking to achieve their financial goals.
Greg Smith - State Farm Insurance Agent
Welcome to Greg Smith State Farm Agency located at 400 Ramona Avenue, Corona, California, United States. Our insurance agency offers a wide range of services including car insurance, home insurance, renters insurance, life insurance, health insurance, and more. Our bilingual Spanish-speaking team is here to assist you with all of your insurance needs. Greg Smith, the owner, has been a part of the State Farm Family since 2007 and is passionate about helping people understand and navigate the complexities of insurance. With a background in Business Administration/Finance and Organizational Leadership, Greg is dedicated to educating and sharing his knowledge with others.
Orrick
Orrick is a prestigious law firm located at 405 Howard Street in San Francisco, California. Established in 1863, it is the second-oldest private company in the Bay Area. With a team of 300 lawyers in the Bay Area, Orrick serves a diverse clientele that includes public tech companies, startups, renewable energy pioneers, Fortune 500 companies, financial institutions, and the state of California. The firm specializes in advising clients in technology, energy & infrastructure, and finance on transactional, litigation, and compliance matters. Orrick's expertise in the technology sector is unparalleled, providing comprehensive support for tech companies at every stage of their corporate life cycle. The firm's IP, litigation, and compliance teams are top-notch, representing clients globally in high-stakes matters. Orrick has a strong focus on helping disruptors navigate legal and policy issues unique to their innovative models.
Strategy Law, LLP
Strategy Law, LLP is a business and real estate law firm located in San Jose, California. Our experienced attorneys specialize in representing small to medium sized businesses, growth technology companies, financial institutions, and commercial real estate investors and developers. We believe in providing personalized, exceptional, and comprehensive legal advice tailored to each client's unique goals and needs. Our team takes a client-centered, holistic approach to providing legal services, focusing on business formation, protection of assets, risk mitigation, mergers/acquisitions, and more. We have deep roots in the Silicon Valley and Bay Area communities, with an extensive network of professionals to assist with various legal matters.
Farmers Insurance - John Pless
Farmers Insurance - John Pless is an insurance agency located at 555 Saint Charles Drive, Thousand Oaks, California, United States. With over 30 years of experience, our agency serves Thousand Oaks, Westlake Village, Moorpark, Simi Valley, Ventura County, and all counties in the State of California. We offer tailored coverage with concierge service, treating our clients like hotel guests with personalized service for all their insurance needs. Specializing in identifying and providing proper insurance coverage for each individual exposure, we have superb product knowledge and experience to ensure our clients fully understand their needs. Our coverage options include auto, home, condominium, renters, landlord, business, and life insurance, with additional expertise in HOA Master policies and EQ coverage throughout California. Contact us for comprehensive coverage, collision coverage, deductibles, medical payments, and more. We also offer competitive rates for Home insurance, Renters insurance, Business insurance, Condo insurance, and Life insurance. Our goal is to help you build a solid financial plan and provide added protection for your assets with a Personal Umbrella insurance policy. Contact us today for a consultation and let us help you reach your goals.
Norm Thompson - State Farm Insurance Agent
Norm Thompson - State Farm Insurance Agent is a reputable insurance agency located at 3321 Kimber Drive in Thousand Oaks, California. With qualifications such as being a Legion Of Honor Qualifier, President's Club Qualifier, and Travel Qualifier for Life Insurance, you can trust that Norm Thompson is a knowledgeable and experienced professional in the insurance industry. As a native Californian and Conejo Valley resident since 1965, Norm Thompson holds a Bachelor's Degree from California Lutheran University, further solidifying his expertise in the field. At Norm Thompson - State Farm Insurance Agent, we understand the importance of protecting your loved ones, including your furry family members. National Wild Life Week is celebrated every year in April, reminding us of the significance of wildlife conservation. We also provide valuable tips on creating a safe sleep environment for your newborn and offer advice on managing your financial goals as a business owner.
Farmers Insurance - Justin Vaughn
Farmers Insurance - Justin Vaughn is an insurance agency located at 2872 Cochran Street in Simi Valley, California. As a local Farmers® agent, Justin Vaughn helps customers identify the insurance coverage that best fits their needs. With over 20 years of experience, Justin can assist with auto, home, renters, business insurance, and more. In addition to his insurance expertise, Justin proudly serves as the Women's Soccer coach for Simi Valley High School. Whether you need comprehensive coverage, collision coverage, or medical payments, Justin can help simplify the insurance process for you. Get in touch with Justin Vaughn for personalized assistance and to learn about insurance discounts that can help you save money. Protect your most valuable possession, your home, with Farmers® insurance products that have stood the test of time for over 80 years. Justin Vaughn can provide competitive rates and multi-line insurance discounts to ensure your home is protected in the event of a disaster. Review your Life insurance policy with Justin to create a plan that provides financial support for your loved ones. Renters insurance and condo insurance options are also available to protect your personal belongings.
The AuYeung Wealth Management Group - Morgan Stanley
The AuYeung Wealth Management Group at Morgan Stanley is a leading finance institution located at 20400 Stevens Creek Boulevard in Cupertino, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management solutions. With a focus on delivering exceptional service and results, we strive to provide our clients with the expertise and resources needed to secure their financial future. Trust the AuYeung Wealth Management Group at Morgan Stanley to guide you towards a more prosperous tomorrow.
Jeri Miller, EA
Jeri Miller, EA is a reputable institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. Specializing in accounting, finance, and legal services, Jeri Miller, EA offers expert guidance and support to individuals and businesses seeking assistance with their financial and legal matters. With a team of highly qualified professionals, clients can trust in the expertise and experience provided by Jeri Miller, EA to help navigate complex financial and legal issues effectively.
Northern Trust
Northern Trust, located at 575 Redwood Highway in Mill Valley, California, is a leading finance institution offering comprehensive wealth management services. With over 130 years of experience and a client base that includes over 25% of the Forbes 400 Wealthiest Americans, Northern Trust advisors have unparalleled expertise in managing wealth. From individuals and families to privately held businesses, family offices, and foundations, Northern Trust provides innovative technology, exceptional service, and in-depth knowledge across all aspects of financial planning. Services include wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Northern Trust advisors are supported by The Northern Trust Institute, a research center dedicated to developing insights based on real-world outcomes and specialized expertise. With over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is committed to providing personalized advice tailored to important life moments. Trust Northern Trust for all your wealth management needs.
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