Financial life planning in Cypress, CA
17 results found
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Terry Washington Lutcf Ny Life
● OpenTerry Washington LUTCF NY Life is an insurance agency located at 5351 Cypress Hawk Court in San Ramon, California. Our team of experienced professionals is dedicated to helping individuals and families protect their financial future through a variety of insurance products and services. Whether you are looking for life insurance, retirement planning, or estate planning, we are here to provide personalized solutions to meet your unique needs. Contact us today to schedule a consultation and start securing your future.
5351 Cypress Hawk Ct, San Ramon, CA 94582, United States -
Sierra Shore Financial
● ClosedSierra Shore Financial, located at 500 Cypress Street, Pismo Beach, California, is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. With over 25 years of experience in the insurance and financial services industry, Mr. Hollett, the owner of Sierra Shore Financial, focuses on individual financial planning and employee benefit programs for small to medium size businesses. The institution offers services such as risk management tools, estate planning, college funding plans, IRAs, and 401ks to help families prepare for various life events. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Additional advisory services are offered through Sierra Shore Financial (SSF). Mr. Hollett is also a licensed life, health, & variable securities agent in California. Clients residing in states where services may legally be offered can benefit from the institution's expertise in investment decisions. It is important to note that Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates do not provide tax and legal advice. Links provided on the website are for informational purposes only and do not constitute an endorsement or recommendation. Clients can check the background of the firm on FINRA's BrokerCheck.
500 Cypress St #15, Pismo Beach, CA 93449, United States -
Kenny Taing Insurance & Financial
● ClosedWelcome to Kenny Taing Insurance & Financial, your trusted partner in securing a brighter future. Conveniently located at 5252 Orange Avenue in the heart of Cypress, California, we pride ourselves on offering personalized insurance solutions tailored to meet the unique needs of our community. As a dedicated insurance agency, we specialize in providing a comprehensive range of services including auto, home, life, and business insurance. Our experienced team is committed to delivering exceptional customer service and expert guidance to help you navigate the complexities of insurance and financial planning. At Kenny Taing Insurance & Financial, we understand that peace of mind is priceless, and we strive to protect what matters most to you. Visit us today and let us help you safeguard your future with confidence.
5252 Orange Avenue, Cypress, California 90630, United States -
Peter Chai - State Farm Insurance Agent
● ClosedWelcome to the Peter Chai Agency, located in Cypress, California. With over 12 years of experience in Insurance and Financial Services, our agency is dedicated to providing personalized service to individuals from diverse backgrounds. Our team is fluent in English, Spanish, Khmer, and Chao Chow, ensuring effective communication with all customers. We offer free insurance and financial service reviews, as well as assistance with insurance needs in California, Arizona, and Nevada. Our goal is to educate our community on the importance of having the right personal price plan and protecting their families.
5322 Lincoln Ave, Cypress, CA 90630, United States -
Peter Chai - State Farm Insurance Agent
● ClosedThe Peter Chai - State Farm Insurance Agent is a reputable insurance agency located at 16600 Woodruff Avenue, Bellflower, California. With over 12 years of experience in Insurance and Financial Services, our team is committed to providing exceptional customer service and valuable knowledge to our clients. We offer auto and life insurance quotes at both our Bellflower and Cypress locations. Our agency is dedicated to meeting the diverse needs of our community and we take pride in our linguistic flexibility, with team members fluent in English, Spanish, Khmer, and Chao Chow. We value cultural diversity and strive to offer personalized service to individuals from all backgrounds. Our vision is to be the agency that customers rely on for all their insurance and financial service needs. We aim to build long-lasting relationships with our clients by providing outstanding service and expertise.
16600 Woodruff Ave Ste 105, Bellflower, CA 90706, United States -
twentytwenty Insurance Services
● ClosedTwentytwenty Insurance Services is an insurance agency located at 10805 Holder Street in Cypress, California, United States. Our agency specializes in providing employee benefits to help attract and retain top talent. With our deep experience and knowledge, we make employee benefits simple and help minimize surprises. Our consultative approach allows us to work closely with client partners and employees to create customized employer benefits portfolios. At Twentytwenty Insurance Services, we offer a full array of products and services to meet the needs of our clients, including large and small group employee benefits, individual medical, group dental, group vision, life and disability plans, voluntary benefits, Medicare, and more. Our goal is to help our client partners navigate the complex health care system and provide a benefits mix that directly impacts overall employee health, satisfaction, and financial security.
10805 Holder St # 245, Cypress, CA 90630, United States -
Sonny Anderson - State Farm Insurance Agent
● ClosedSonny Anderson - State Farm Insurance Agent is a full-service insurance agency located at 4166 Norse Way in Long Beach, California. We proudly serve Lakewood, Hawaiian Gardens, Cypress, Bellflower, and surrounding areas in Los Angeles County. Our team of highly skilled professionals is dedicated to providing outstanding service and protecting what's important to our customers. Whether you need car insurance, life insurance, ATV insurance, motorcycle insurance, or pet insurance, we are here to help. We also specialize in assisting residents relocating to the Los Angeles and Orange County areas. Additionally, we serve clients in Arizona, Nevada, and Oregon. If you are moving to Long Beach or the surrounding areas, give us a call for a free Personal Price Plan. Our licensed Insurance Professionals are ready to assist you with your specific insurance needs and offer a range of Financial Service products. Our mission is to protect what matters most to you and be there when you need us the most.
4166 Norse Way a, Long Beach, CA 90808, United States -
Mina Gill - State Farm Insurance Agent
● ClosedMina Gill - State Farm Insurance Agent is a trusted insurance agency located at 10 Centerpointe Drive in La Palma, California. Mina Gill became an agent in 2009 after being a satisfied State Farm customer since 1993. She offers a variety of insurance services including Auto, Home, Business, Workers' Compensation, Life, Renter's, and Condo Insurance. Mina is also able to assist with Relocation to California. She is an active member of the La Palma and Cypress Chamber of Commerce and is dedicated to providing exceptional service to all clients. With a focus on helping clients achieve financial security, Mina and her team are committed to going above and beyond for their customers. They offer virtual appointments for convenience and are always looking for motivated individuals to join their team. For all insurance and financial services needs, Mina Gill - State Farm Insurance Agent is the place to go.
10 Centerpointe Dr STE 8, La Palma, CA 90623, United States -
Alex Peralta - State Farm Insurance Agent
● ClosedAlex Peralta - State Farm Insurance Agent is located at 359 East La Habra Boulevard in La Habra, California. Situated at the corner of La Habra Blvd. and Cypress St., across from Casa Adelita Restaurant, this insurance agency is dedicated to providing excellent customer service and meeting the insurance needs of the community. As a licensed agent in California, Arizona, Nevada, and Oregon, Alex Peralta offers a range of insurance products including auto, home, commercial, life, and health insurance. The agency is bilingual in English and Spanish, ensuring that they can assist a diverse range of customers.
359 E La Habra Blvd Ste N, La Habra, CA 90631, United States -
Michael Khalil: Allstate Insurance
● ClosedMichael Khalil: Allstate Insurance is a reputable insurance agency located at 6304 Lincoln Avenue in Cypress, California, United States. With a focus on providing personalized insurance solutions to meet the needs of individuals and families, Michael Khalil and his team are dedicated to helping clients protect what matters most. Whether you are looking for auto, home, life, or business insurance, you can count on Michael Khalil: Allstate Insurance to provide expert guidance and top-notch customer service. Contact them today to discuss your insurance needs and find the coverage that is right for you.
6304 Lincoln Ave, Cypress, CA 90630, United States -
Farmers Insurance - Erica Morales
● ClosedFarmers Insurance - Erica Morales is an insurance agency located at 8846 Walker Street, Cypress, California, United States. As your local Farmers® agent, Erica Morales has 15 years of experience in the auto claims industry and is dedicated to helping customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Erica is here to guide you through the process and make you smarter about insurance. With Farmers® insurance products that have been trusted for over 80 years, you can rest assured that your most valuable possessions are protected. From home insurance to renters insurance, Erica can provide you with competitive rates and multi-line insurance discounts to help you save money.
8846 Walker St, Cypress, CA 90630, United States -
Farmers Insurance - Marlene Dizon
● ClosedFarmers Insurance - Marlene Dizon is an insurance agency located at 9213 Valley View Street, Cypress, California, United States. As your local Farmers® agent in Cypress, CA, Marlene Dizon helps customers identify the insurance coverage that best fits their needs. Marlene has the knowledge and experience to help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Marlene can take the mystery out of selecting the right insurance coverage for your needs and budget, whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or more. Marlene offers online quotes for auto insurance, home insurance, renters insurance, life insurance, condo insurance, and business insurance. Marlene also offers financial planning services to help customers build a solid financial plan for the future. For added coverage above and beyond the liability limits of auto or home insurance policies, Marlene offers personal umbrella insurance policies. Marlene works with specific insurers under Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and others. For more information or to schedule an appointment, contact Marlene Dizon at Farmers Insurance - Marlene Dizon in Cypress, CA.
9213 Valley View St Ste A, Cypress, CA 90630, United States -
Susan Smith - State Farm Insurance Agent
● ClosedSusan Smith - State Farm Insurance Agent is a reputable insurance agency located at 4154 Lincoln Avenue in Cypress, California. Our office is on the 2nd story, with Lakewood Nursery located on the South Side of the parking lot. As a State Farm Agent, I take pride in assisting customers in my local community and throughout California. I have been serving in my Agency since 1990, and I hold a BS degree from Hartwick College in New York State. I obtained my CLU designation to better serve State Farm Customers.
4154 Lincoln Ave, Cypress, CA 90630, United States -
Larry Howell - State Farm Insurance Agent
● ClosedLarry Howell - State Farm Insurance Agent is an insurance agency located at 4156 Lincoln Avenue, Cypress, California, United States. Everyone loves saving money, and Larry Howell can help you customize a coverage plan that protects what's important to you - your family, belongings, and your bottom line. With options such as safe driving rewards, bundling discounts, and more, Larry Howell can help you find the right solution for your insurance needs. Whether you need auto insurance, homeowners insurance, renters insurance, or coverage for recreational vehicles, Larry Howell in Cypress, CA can assist you in getting the right coverage. State Farm is the largest auto insurance provider in the U.S., and Larry Howell can help you find the best options for your specific needs.
4156 Lincoln Ave, Cypress, CA 90630, United States -
Forest Lawn
● ClosedWelcome to Forest Lawn—Cypress, a serene and beautifully maintained cemetery and park located at 4471 Lincoln Avenue, Cypress, California 90630. Nestled amidst lush lawns and tree-lined vistas, our location is more than just a resting place; it is a sanctuary of natural beauty, art, and architecture. Here, you can admire an exact bronze replica of Michelangelo’s David, explore a meticulous re-creation of the historic church where Patrick Henry delivered his iconic “Give Me Liberty or Give Me Death” speech, and experience the breathtaking Heritage Mausoleum with its stunning dome. At Forest Lawn—Cypress, we pride ourselves on offering a wide variety of property sections and facilities to meet your needs. Our comprehensive planning and funeral services are designed to provide ease and comfort during difficult times. We offer all-inclusive packages that simplify the planning process, whether you are considering burial or cremation options. Our services are among the most affordable in Southern California, ensuring that you receive the best care without financial stress.
4471 Lincoln Avenue, Cypress, California 90630, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Farmers Insurance - Todd Eldredge
● ClosedWelcome to Farmers Insurance - Todd Eldredge, your trusted local insurance agency located at 4431 Cerritos Avenue, Cypress, California 90630. As a dedicated Farmers® agent, Todd Eldredge is committed to helping you navigate the complexities of insurance with ease and confidence. Whether you're seeking coverage for your auto, home, rental, business, or more, Todd offers personalized guidance to ensure you understand your options and choose the best coverage for your needs. With years of experience and a deep understanding of the insurance landscape, Todd Eldredge is here to answer all your questions and provide clarity on topics such as comprehensive coverage, deductibles, and medical payments. Get started today with an online auto insurance quote and explore our range of discounts designed to make coverage affordable.
4431 Cerritos Avenue, Cypress, California 90630, United States
- Life insurance companies
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- financial life planning in Bellflower
- financial life planning in La Habra
- financial life planning in La Palma
- financial life planning in Long Beach
- financial life planning in Pismo Beach
- financial life planning in San Ramon
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