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TOP 30 Financial health for retirees in California
47 results found
Search for local businesses, places and services near you
Infinite Insurance & Financial Services
Infinite Insurance & Financial Services is an insurance agency located at 3605 Long Beach Boulevard in Long Beach, California. Our mission is to help retirees protect their hard-earned savings and secure a guaranteed lifetime income that cannot be outlived. We offer a simple and clear approach to financial planning, focusing on safety, simplicity, and a reasonable rate of return in retirement. Our team takes the time to educate clients on their options through complimentary educational seminars and online events. We provide a solid retirement foundation by offering effective financial vehicles that provide potential for growth and safety of principal in challenging times.
Jai Prabakaran, Bankers Life Agent and Bankers Life Securities Financial Representative
Jai Prabakaran, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 3030 Saturn Street, Brea, California, United States. Specializing in providing comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, we are committed to guiding you through the process and finding the best solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial well-being.
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.
Financial Planning Focus
Financial Planning Focus is a leading finance institution located at 38 Edgefield Court in Napa, California, United States. Our institution specializes in providing comprehensive financial planning services to individuals and businesses looking to secure their financial future. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized strategies tailored to their specific needs. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Financial Planning Focus is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
Strivent Financial
Strivent Financial is a leading finance institution located at 27201 Puerta Real in Mission Viejo, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your assets, Strivent Financial is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
Peak Financial Freedom Group
Peak Financial Freedom Group, located at 2520 Douglas Boulevard in Roseville, California, is a finance institution that specializes in designing customized retirement income plans to help you achieve financial freedom. Using conservative, risk reduction strategies, we aim to protect your investments from market instability while providing opportunities for portfolio growth. Our top priority at Peak Financial Freedom Group is to alleviate your financial worries and offer a new approach to retirement planning. With The Peak Plan for Financial Freedom, we ensure that you never experience a significant loss like in 2008 and that your income is dependable and predictable throughout your lifetime. We offer comprehensive financial planning and investment management services to retirees and pre-retirees in Roseville and beyond.
Karimah Karah - Financial Advisor, Ameriprise Financial Services, LLC
Karimah Karah is a Financial Advisor at Ameriprise Financial Services, LLC located at 51 Daniels Avenue in Vallejo, California, United States. Karimah holds several prestigious certifications 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®. Karimah specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and a commitment to ongoing education and professional development, Karimah is dedicated to helping clients achieve their financial goals and secure their financial futures. Contact Karimah Karah at Ameriprise Financial Services, LLC for expert advice and personalized financial planning services."
Ballast Point Financial Planning
Ballast Point Financial Planning is a trusted finance institution located at 340 Lorton Avenue in Burlingame, California, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for the future, our experts are here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™
Edward Jones - Financial Advisor: Kirk Cowan, CRPS™ is a reputable finance institution located at 1336 Park Street in Alameda, California, United States. Kirk Cowan, a Certified Retirement Plan Specialist, offers expert financial advice and planning services to individuals and businesses. With a focus on personalized investment strategies and retirement planning, Kirk Cowan helps clients achieve their financial goals and secure their future. Whether you are looking to grow your wealth, save for retirement, or plan for your children's education, Kirk Cowan and Edward Jones are dedicated to providing tailored solutions to meet your financial needs.
Miguel Angel Soriano - Financial Advisor, Ameriprise Financial Services, LLC
Miguel Angel Soriano, a financial advisor at Ameriprise Financial Services, LLC in Pleasanton, California, is dedicated to helping clients plan for their financial goals with confidence. Whether you are just starting out or nearing retirement, Miguel can assist you in prioritizing your financial needs and creating a secure future. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Miguel is committed to providing personalized financial advice tailored to your individual circumstances. At Ameriprise Financial Services, LLC, clients can expect a comprehensive overview of financial planning concepts during an initial consultation. While no written analysis or recommendations are provided at this stage, Miguel will work with you to develop a strategy that aligns with your goals and risk tolerance. Investment products offered through Ameriprise Financial Services, LLC involve risks, including potential loss of principal and fluctuations in value.
ROI Financial Services Corporation
ROI Financial Services Corporation is a leading financial institution located in Santa Monica, California, United States. We specialize in providing a wide range of financial services, including ATM services and finance solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and maximize their return on investment. Whether you are looking to manage your finances, access cash conveniently through our ATMs, or secure financing for your business, ROI Financial Services Corporation is here to help. Visit us today to experience the difference our personalized and innovative financial solutions can make for you.
SummitStone Financial Group
SummitStone Financial Group is a leading finance institution located at 28202 Cabot Road in Laguna Niguel, California. With a strong reputation for providing expert financial services, SummitStone offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, the experienced team at SummitStone is dedicated to providing personalized and comprehensive financial guidance. Trust SummitStone Financial Group to help you navigate the complexities of the financial world and secure a prosperous future.
Gerardo Vergara - Financial Advisor, Ameriprise Financial Services, LLC
Gerardo Vergara is a Financial Advisor at Ameriprise Financial Services, LLC located at 7956 California Avenue, Fair Oaks, California, United States. Gerardo holds various certifications 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®. Gerardo specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Gerardo is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Gerardo Vergara today for personalized financial advice and guidance tailored to your specific needs and circumstances."
Tony Guan - Financial Advisor, Ameriprise Financial Services, LLC
Tony Guan is a Financial Advisor at Ameriprise Financial Services, LLC located at 1130 Iron Point Road, Folsom, California, United States. Tony holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, retirement planning, estate planning, and investment strategies. He is dedicated to providing comprehensive financial advice tailored to the individual needs of his clients. Tony's commitment to ethical practices and ongoing education ensures that he stays up-to-date with the latest industry trends and regulations. Whether you are a retiree, small business owner, or high net worth individual, Tony Guan can help you achieve your financial goals.
Kristin Redman - Financial Advisor, Ameriprise Financial Services, LLC
Kristin Redman is a Financial Advisor at Ameriprise Financial Services, LLC located at 3741 Douglas Boulevard, Roseville, California, United States. Kristin Redman holds various certifications 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 demonstrate Kristin Redman's expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. Kristin Redman is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Contact Kristin Redman today for expert financial advice tailored to your specific needs.
Karen Bothe - Financial Advisor, Ameriprise Financial Services, LLC
Karen Bothe, a Financial Advisor at Ameriprise Financial Services, LLC, located at 3741 Douglas Boulevard in Roseville, California, offers a wide range of financial services to meet the diverse needs of her clients. Karen holds several prestigious certifications, including the 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®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Karen is dedicated to providing her clients with personalized financial advice and guidance. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Karen Bothe can help you navigate the complexities of financial planning with confidence and peace of mind. Contact Karen today to schedule a consultation and take the first step towards achieving your financial goals.
Barretta Wealth Management - LPL Financial Advisor: Jaime E Barretta
Barretta Wealth Management is a finance institution located in Folsom, California, United States. Led by LPL Financial Advisor Jaime E Barretta, the institution offers expert financial planning and investment strategies to help clients achieve their wealth management goals. With a focus on personalized service and tailored solutions, Barretta Wealth Management is dedicated to helping clients build and protect their wealth for the future. Visit their office at 63 Natoma Street to learn more about their services and how they can help you secure your financial future.
Melissa Oliver - Financial Advisor, Ameriprise Financial Services, LLC
Melissa Oliver is a Financial Advisor at Ameriprise Financial Services, LLC located at 29899 Agoura Road, Agoura Hills, California, United States. Melissa holds various certifications such as 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 demonstrate Melissa's expertise in various financial planning areas including asset management, investment strategies, retirement planning, estate planning, risk management, and more. Melissa is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Melissa Oliver for expert financial guidance tailored to your specific needs.
HealthMarkets Insurance - Conor Flanagan
HealthMarkets Insurance - Conor Flanagan is a reputable health insurance agency located at 6215 Ferris Square in San Diego, California, United States. With a focus on providing personalized insurance solutions tailored to meet the individual needs of each client, Conor Flanagan and his team are dedicated to helping individuals and families find the best health insurance coverage available. Whether you are looking for comprehensive health insurance, Medicare plans, or supplemental coverage, HealthMarkets Insurance is committed to guiding you through the process and ensuring you have the protection you need. Contact them today to learn more about their services and how they can help you secure your health and financial well-being.
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 42808 Christy Street in Fremont, California, United States. Established in 1982, the institution offers three generations of amazing excellence in financial planning and insurance services. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution provides a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax-efficient retirement income. In a world filled with uncertainties, especially in retirement planning, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth helps clients navigate the challenges of modern technology, increased life expectancy, and economic volatility. The institution specializes in managing longevity risks and assisting retirees in the distribution phase of retirement by strategically converting savings into retirement income.
Grace Miles, Bankers Life Agent
Grace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
Mark Dierolf | Insurance & Retirement Services
Mark Dierolf | Insurance & Retirement Services is a trusted insurance agency located at 4 Rossi Circle in Salinas, California. We provide a wide range of insurance services including life insurance, health insurance, and retirement planning. Our team of experienced agents is dedicated to helping our clients protect their assets and secure their financial future. Whether you are looking for personal insurance coverage or planning for retirement, we are here to provide personalized solutions to meet your needs. Contact us today to learn more about how we can help you achieve peace of mind and financial security.
Kern Golden Girls
Kern Golden Girls is a reputable health insurance agency located in Bakersfield, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions for seniors and retirees. With our convenient location at 1601 New Stine Road, we offer a wide range of insurance products tailored to meet the unique needs of our clients. At Kern Golden Girls, we strive to ensure that our clients receive the best coverage options at competitive rates. Contact us today to learn more about how we can help you secure your health and financial future.
Westgate One Final Expense Insurance
Westgate One Final Expense Insurance is a reputable insurance agency located in the vibrant city of Santa Monica, California. Specializing in final expense insurance, they provide peace of mind to individuals and families by offering comprehensive coverage for end-of-life expenses. With a commitment to exceptional customer service and tailored insurance solutions, Westgate One Final Expense Insurance is dedicated to helping clients protect their loved ones and secure their financial future. Visit their office at 1242 3rd Street Promenade to learn more about their services and how they can assist you in planning for the future.
RetireNow Insurance Services
RetireNow Insurance Services is a leading finance and insurance agency located at 40335 Winchester Road in Temecula, California. Our experienced team specializes in providing comprehensive insurance solutions tailored to meet the unique needs of retirees and those planning for their retirement. Whether you are looking for coverage for your home, auto, health, or life insurance, we are here to help you find the perfect plan to protect your assets and loved ones. With a commitment to personalized service and a dedication to excellence, RetireNow Insurance Services is your trusted partner in securing your financial future.
United American Insurance Co
United American Insurance Co, located at 1 City Boulevard East in Orange, California, has been a trusted Medicare Supplement insurance provider since 1966. With a focus on customer service and freedom of choice, United American offers a range of insurance products including life, health, and Medicare Supplement policies. The company has a strong reputation for superior customer support and has been serving employer and union group sponsors for over 25 years. United American is committed to providing cost-effective solutions for retiree health coverage and aims to help working class families achieve financial protection. Whether you are a policyholder or a healthcare provider, United American is dedicated to providing excellent service and support for all your insurance needs.
United American Insurance Co
United American Insurance Co, located at 9590 Chesapeake Drive, San Diego, California, is a reputable insurance agency specializing in Medicare Supplement insurance. With over 50 years of experience in the industry, United American has been a market leader in providing insurance to employer and union group sponsors. Thousands of independent agents have found success selling their life, health, and Medicare Supplement policies. United American is known for its superior customer service, providing policyholders with the freedom to choose their trusted doctors and hospitals. The company is committed to education, service, and support when it comes to your health. Their knowledgeable and licensed agents are available to assist you with any questions or concerns.
American General Life
American General Life is a renowned insurance agency located at 2001 Gateway Place in San Jose, California. With a strong reputation for providing reliable and comprehensive insurance solutions, American General Life offers a wide range of insurance products to meet the diverse needs of its clients. Whether you are looking for life insurance, health insurance, or retirement planning services, the experienced team at American General Life is dedicated to helping you find the right coverage to protect yourself and your loved ones. Trust in American General Life for all your insurance needs.
John McPherson, Bankers Life Agent
John McPherson, Bankers Life Agent, is a trusted insurance agency located at 994 Mill Street in San Luis Obispo, California, United States. Specializing in providing comprehensive insurance solutions, John McPherson is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and tailored insurance plans, clients can feel confident knowing they are in good hands with John McPherson, Bankers Life Agent. Contact us today to learn more about our insurance offerings and how we can help you secure peace of mind for the future.
Maria Feria - State Farm Insurance Agent
Maria Feria - State Farm Insurance Agent is an insurance agency located at 4531 Philadelphia Street in Chino, California, United States. As we approach the month of March, it is important to ensure that you have the right auto insurance coverage, especially with many people hitting the road for spring break. At Maria Feria's agency, we strive to make the process of insuring your car easy and stress-free. Our dedicated team is committed to providing excellent service and answering all of your insurance-related questions promptly. Whether you are a commuter, business owner, retiree, or resident of Southern California, we are here to help you with all your insurance needs. We proudly serve the Inland Empire and surrounding areas, offering a wide range of insurance products including auto, home, renters, life, business, and health insurance. Our goal is to ensure that you have the right coverage to protect you in every aspect of your life. Whether you are moving to Chino, Chino Hills, Ontario, Rancho Cucamonga, or nearby areas, our team is here to assist you with your insurance needs.
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