Financial life planning in Santa Ana, CA
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Ana Orozco - State Farm Insurance Agent
● ClosedAna Orozco - State Farm Insurance Agent is a trusted insurance agency located at 2066 Clarmar Way in San Jose, California. Serving the greater Bay Area, including Santa Clara, Los Gatos, Morgan Hill, and Gilroy, Ana Orozco has been a part of the State Farm family since 2013 and opened her own agency in 2018. With a focus on building relationships with customers, Ana and her team take the time to understand each individual's needs and find the right coverage options that fit their lives. Fluent in Spanish, the agency is dedicated to providing support and assistance to a diverse range of clients. In addition to offering auto, home, property, business, life, and health insurance, Ana Orozco - State Farm Insurance Agent also provides financial services to help clients plan for the future. Committed to giving back to the community, Ana supports various local organizations and is actively involved in volunteering. Whether you need assistance with insurance coverage or financial planning, Ana Orozco and her team are here to help. Contact them today for a free quote or to schedule an appointment, either in person or virtually.
2066 Clarmar Way B, San Jose, CA 95128, United States -
Linda Le (Hoài Thương) - First Financial Security, Inc.
● ClosedLinda Le (Hoài Thương) - First Financial Security, Inc. is a finance and insurance agency located at 2900 South Harbor Boulevard in Santa Ana, California, United States. As a financial consultant and life insurance retirement planning specialist with over 10 years of experience, Linda is dedicated to helping families safeguard their financial futures and prepare for a comfortable retirement. She focuses on promoting financial literacy, particularly among children, women, and members of the LGBTQ community. Linda provides tailored solutions to protect families from financial instability and preserve their legacies. She offers services such as needs analysis, tailored insurance solutions, and guidance on financial planning and savings strategies. The institution specializes in infinite banking, college planning, retirement funding, and a wide range of life insurance solutions.
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, United States -
Metropolitan Life Insurance Co
● OpenMetropolitan Life Insurance Co is an insurance agency located at 3611 South Harbor Boulevard, Santa Ana, California, United States. With a long history of providing reliable insurance products and services, Metropolitan Life Insurance Co is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, disability insurance, or retirement planning, their team of experienced professionals is committed to finding the right coverage for your needs. Contact Metropolitan Life Insurance Co today to learn more about their comprehensive insurance options.
3611 S Harbor Blvd, Santa Ana, CA 92704, United States -
Chi Luu - First Financial Security, Inc.
● ClosedChi Luu - First Financial Security, Inc. is an insurance agency located at 2900 South Harbor Boulevard in Santa Ana, California. Specializing in providing financial security solutions, the institution offers a range of insurance products to meet the diverse needs of its clients. With a focus on personalized service and comprehensive coverage options, Chi Luu - First Financial Security, Inc. is committed to helping individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment options, the experienced team at this institution is dedicated to helping you achieve your financial goals.
2900 S Harbor Blvd Suite 225, Santa Ana, CA 92704, United States -
PRIMERICA LIFE INSURANCE
● OpenPrimerica Life Insurance is a reputable finance and insurance agency located at 2414 South Fairview Street in Santa Ana, California, United States. With a strong focus on providing quality life insurance products and services to individuals and families, Primerica Life Insurance is dedicated to helping clients protect their loved ones and secure their financial future. Their team of experienced professionals is committed to offering personalized solutions and expert guidance to meet the unique needs of each customer. Visit Primerica Life Insurance today to learn more about their comprehensive insurance options and start planning for tomorrow.
2414 S Fairview St #202c, Santa Ana, CA 92704, United States -
Allstate Personal Financial Representative: Eddie Millan
● ClosedAllstate Personal Financial Representative Eddie Millan is a trusted finance and insurance agency located at 117 South Harbor Boulevard in Santa Ana, California, United States. With a commitment to providing personalized and comprehensive financial services, Eddie Millan helps clients navigate through the complexities of managing their finances and protecting their assets. Whether you are looking for insurance coverage or investment advice, Eddie Millan is dedicated to helping you achieve your financial goals and secure your future.
117 S Harbor Blvd, Santa Ana, CA 92704, United States -
OneAmerica Financial Partners, Inc.
● OpenOneAmerica Financial Partners, Inc. is a leading financial services institution located at 1118 East Chestnut Avenue in Santa Ana, California, United States. With a strong commitment to providing personalized financial solutions, OneAmerica offers a wide range of services including retirement planning, insurance, and investment management. Their team of experienced professionals strive to help individuals and businesses achieve their financial goals and secure their financial future. Whether you are looking to plan for retirement, protect your family with insurance, or grow your wealth through strategic investments, OneAmerica Financial Partners, Inc. is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1118 E Chestnut Ave, Santa Ana, CA 92701, United States -
Genworth Financial
● OpenGenworth Financial is a leading financial institution located at 1118 East Chestnut Avenue in Santa Ana, California, United States. Specializing in insurance and investment services, Genworth Financial is dedicated to helping individuals and families achieve financial security and peace of mind. With a strong reputation for reliability and customer service, Genworth Financial offers a wide range of products and solutions to meet the diverse needs of its clients. Whether you are planning for retirement, protecting your assets, or investing for the future, Genworth Financial is committed to providing personalized guidance and support every step of the way. Visit their office in Santa Ana to learn more about how they can help you secure your financial future.
1118 E Chestnut Ave, Santa Ana, CA 92701, United States -
Financial and Insurance Strategies
● ClosedFinancial and Insurance Strategies is a reputable insurance agency located at 201 Sandpointe Avenue in Santa Ana, California, United States. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. With a focus on integrity and customer service, we strive to build long-lasting relationships with our clients to help them achieve their financial goals and protect their assets. Whether you are looking for insurance coverage for your home, car, or business, or need assistance with retirement planning or investments, Financial and Insurance Strategies is here to help. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
201 Sandpointe Ave, Santa Ana, CA 92707, United States -
Heritage Financial, Ara Malazian, CFP
● ClosedHeritage Financial, led by Ara Malazian, CFP, is a comprehensive financial institution located at 505 North Tustin Avenue in Santa Ana, California, United States. Specializing in finance, health, insurance, and legal services, Heritage Financial offers expert guidance in retirement planning, with a focus on both the accumulation and distribution phases. With access to a wide range of investment products, the institution ensures that clients have the tools they need to build a secure financial future. Additionally, Heritage Financial emphasizes the importance of proper insurance planning, particularly in relation to life insurance, as a crucial component of any successful financial plan. Trust Heritage Financial to provide the expertise and resources needed to navigate the complexities of financial planning and insurance.
505 N Tustin Ave, Santa Ana, CA 92705, United States -
Ngoc Phung - State Farm Insurance Agent
● ClosedNgoc Phung - State Farm Insurance Agent is a local insurance agency located at 4702 West 1st Street in Santa Ana, California. Our team is dedicated to providing personalized insurance plans tailored to your unique needs. With over 10 years of experience in the industry, we offer a deep understanding of various insurance products, from home and auto to business and life insurance. As a resident of Santa Ana, we understand the challenges and opportunities of living in this vibrant city. We strive to be your local insurance partner, guiding you through the complexities of insurance to ensure you have the coverage you need to feel secure in all aspects of your life.
4702 W 1st St ste d, Santa Ana, CA 92703, United States -
Ray Cheng Insurance Agency, Inc.
● ClosedRay Cheng Insurance Agency, Inc. is a local Farmers® agent located near the Red Cross Building in Santa Ana, California. With over 16 years of experience, Ray Cheng and his team strive to help customers find the insurance coverage that best fits their needs. Whether you are looking for Auto, Home, Life, 401(k)s, IRAs, Business insurance, and more, they have the knowledge and tools to guide you through the process. Their personalized approach aims to make you smarter about insurance and ensure you have the right coverage options for your budget. When it comes to Car insurance, Ray Cheng Insurance Agency can help you navigate through comprehensive coverage, collision coverage, deductibles, and medical payments. They also offer discounts to help you save money on your policy.
540 N Golden Cir Dr # 315, Santa Ana, CA 92705, United States -
Health Connect Insurance Agency
● ClosedHealth Connect Insurance Agency is a reputable insurance agency located at 302 North Tustin Avenue in Santa Ana, California. With years of experience in the industry, we prioritize finding the best insurance plans that suit our clients' needs. Our commitment to providing excellent customer service throughout the entire duration of your policy sets us apart from other agencies. We are a Covered California state exchange, offering Californians the opportunity to shop for health insurance from top companies and receive financial assistance based on income. Whether you qualify for a discount on your plan or access to the Medi-cal program, we make the enrollment process easy and hassle-free.
302 N Tustin Ave #201, Santa Ana, CA 92705, United States -
Wozencraft Insurance & Finance
● ClosedWozencraft Insurance & Finance is a reputable institution located at 660 North Santiago Street in Santa Ana, California, United States. As a finance and insurance agency, we specialize in providing tailored solutions to meet the unique needs of our clients. With our team of experienced professionals, we offer a wide range of services including insurance coverage, investment planning, and financial consulting. Our commitment to excellence and customer satisfaction sets us apart in the industry. Visit us today to discover how we can help secure your financial future.
660 N Santiago St, Santa Ana, CA 92701, United States -
Farmers Insurance - Marim Abdul
● ClosedFarmers Insurance - Marim Abdul is a trusted insurance agency located at 1913 17th Street, Santa Ana, California, United States. Specializing in all lines of insurance including home, auto, business, life, and specialty products like motorcycles, RVs, and boats, this agency's mission is to provide every client with the highest standard of service and respect. The goal is to ensure that clients are protected and well-prepared for any unexpected events. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the experienced agents at Farmers Insurance - Marim Abdul can help you select the right insurance coverage for your needs and budget. They also offer competitive rates and multi-line insurance discounts. From home insurance to renters insurance, business insurance, condo insurance, and personal umbrella insurance, this agency has you covered. Contact Farmers Insurance - Marim Abdul today to create a solid financial plan and secure your future.
1913 17th St #107, Santa Ana, CA 92705, United States -
AAA Anaheim Insurance and Member Services
● ClosedAAA Anaheim Insurance and Member Services is a comprehensive financial institution located in Anaheim, California. As an insurance agency, they offer a wide range of insurance products to protect individuals and businesses from unexpected events. Additionally, they provide travel agency services to help clients plan and book their next vacation. With a convenient location at 5500 East Santa Ana Canyon Road, AAA Anaheim Insurance and Member Services is dedicated to providing top-notch customer service and financial solutions to meet the needs of their clients.
5500 E Santa Ana Canyon Rd, Anaheim, CA 92807, United States -
Farmers Insurance - Jose Garrido
● ClosedFarmers Insurance - Jose Garrido is a local insurance agency located at 623 West 17th Street in Santa Ana, California, United States. As a Farmers® agent, Jose Garrido helps customers identify insurance coverage that best fits their needs. Whether it's auto, home, renters, financial services, or business insurance, Jose has the knowledge and experience to help clients understand their options and make informed decisions. With over 80 years of experience, Farmers® has a strong reputation for providing reliable insurance products. Whether you need coverage for your home, car, life, business, or condo, Jose Garrido can help you find the right insurance plan to protect your assets and loved ones.
623 W 17th St, Santa Ana, CA 92706, United States -
Zeron Insurance Services, Inc.
● ClosedZeron Insurance Services, Inc. is a reputable finance and insurance agency located at 1665 East 4th Street in Santa Ana, California. As a trusted local government office, we specialize in providing a wide range of insurance services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for the future. Contact us today to learn more about our personalized insurance solutions.
1665 E 4th St UNIT 106, Santa Ana, CA 92701, United States -
Shannon Purmalis - State Farm Insurance Agent
● ClosedShannon Purmalis - State Farm Insurance Agent is a trusted insurance agency located at 891 Baker Street in Costa Mesa, California. Shannon, a licensed State Farm agent, is dedicated to helping you with your insurance needs in California. Whether you are looking for car insurance to protect you on the road or life insurance to provide financial security for your loved ones, Shannon can assist you in finding the right coverage. The office is conveniently located just south of the 73 Freeway, at the corner of Baker and Bear. Shannon is a proud wife, mother, and grandmother who enjoys staying active with activities like pickleball, paddle-boarding, and snow skiing. She is also actively involved in supporting young women through the South Coast Chapter of the National Charity League.
891 Baker St A8, Costa Mesa, CA 92626, United States -
Max Alavi APC, OC Trusts Lawyer
● ClosedMax Alavi APC, OC Trusts Lawyer is a highly experienced institution specializing in living trust and estate planning. Located at 206 West 4th Street in Santa Ana, California, our team of lawyers is dedicated to helping individuals preserve their assets and ensure their end-of-life wishes are carried out. We offer services in the formation of wills and living trusts, as well as strategies for avoiding probate and resolving potential legal disputes within families. Our founder, Mr. Max Alavi, is a recognized Super Lawyer in estate planning, probate, and trust litigation. Trust Max Alavi APC, OC Trusts Lawyer to provide you with expert guidance and assistance in securing your financial future and protecting your loved ones.
206 W 4th St 3rd floor, Santa Ana, CA 92701, United States -
Southern California Law Advocates P.C.
● ClosedSouthern California Law Advocates P.C. is a finance and lawyer institution located at 1801 Parkcourt Place, Santa Ana, California, United States. Specializing in bankruptcy and estate planning, their experienced attorneys can help stop creditor calls, repossessions, and bank levies, allowing you to start living a debt-free life. They offer services in Orange County and Riverside, with offices in Santa Ana and Temecula. Their dedicated team can assist with probate cases to distribute assets of loved ones who have passed away without a will or living trust. Additionally, they provide guidance on protecting your money and assets, creating a plan for your family's future, and filing for Chapter 7 or Chapter 13 bankruptcy. With a focus on rebuilding financial futures, Southern California Law Advocates is committed to addressing clients' concerns and resolving their situations.
1801 Parkcourt Pl # F202, Santa Ana, CA 92701, United States -
Southern California Law Advocates
● ClosedSouthern California Law Advocates is a finance and lawyer institution located at 41690 Enterprise Circle North, Temecula, California. Specializing in bankruptcy and estate planning, their experienced attorneys in Santa Ana and Temecula help clients stop creditor calls, repossessions, bank levies, and garnishments to start living a debt-free life. They offer free consultations to discuss options for protecting assets, creating a financial plan, and providing for loved ones. With a focus on Chapter 13 bankruptcy for homeowners facing foreclosure, their team guides clients through the process to eliminate debts and rebuild their financial future. Led by founder Norma Duenas, a top-rated bankruptcy attorney, Southern California Law Advocates also handles probate and estate planning matters to ensure assets are distributed according to clients' wishes. With a commitment to addressing client concerns and resolving financial situations, their team serves clients throughout Southern California, including Orange County, Riverside, Temecula, and Murrieta.
41690 Enterprise Cir N #202, Temecula, CA 92590, United States -
Farmers Insurance - Anthony Sigala
● ClosedFarmers Insurance - Anthony Sigala is an insurance agency located at 1820 East Garry Avenue, Santa Ana, California, United States. As your local Farmers agent, Anthony Sigala helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Anthony has the knowledge and experience to guide you through the process. With over 80 years of providing insurance products, Farmers Insurance is a trusted choice for protecting your assets. Contact Anthony Sigala today for personalized assistance in selecting the right coverage for your needs and budget. Whether you're looking for comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, Anthony can help you customize a plan to reduce your risk and protect your investment. Additionally, Farmers Financial Solutions, LLC offers investment options for building a secure financial future. Contact Anthony Sigala at Farmers Insurance for a consultation and start planning for a more secure tomorrow.
1820 E Garry Ave #218, Santa Ana, CA 92705, United States -
Farmers Insurance - Manuel Acevedo
● ClosedFarmers Insurance - Manuel Acevedo is an insurance agency located at 3500 South Bristol Street in Santa Ana, California. As a local Farmers agent, we are dedicated to helping customers find the insurance coverage that best suits their needs. Our personalized approach aims to make you more knowledgeable about insurance, whether it's for auto, home, renters, business, life, and more. We offer comprehensive coverage options and can help you understand terms like deductibles, collision coverage, and medical payments. Our goal is to simplify the process of selecting the right insurance coverage for you, all while helping you save money with our insurance discounts.
3500 S Bristol St Ste 201, Santa Ana, CA 92704, United States -
Southern California Law Advocates P.C. - Bankruptcy Attorney
● ClosedSouthern California Law Advocates P.C. is a bankruptcy and estate planning attorney located at 11801 Pierce Street in Riverside, California. With offices in Santa Ana and Temecula, they specialize in helping individuals stop creditor calls, repossessions, bank levies, and garnishments to start living a debt-free life. Their services include freeing clients from debt, building a new financial future, protecting money and assets, and creating plans for family protection. Attorney Norma Duenas can assist with probate cases to distribute assets when a loved one has passed away without a living trust or will. The firm also helps homeowners facing foreclosure with Chapter 13 bankruptcy, providing a payment plan to repay mortgage arrears and remove second mortgages.
11801 Pierce St Ste 200, Riverside, CA 92505, United States -
Monica Drevon - State Farm Insurance Agent
● ClosedMonica Drevon - State Farm Insurance Agent is a reputable insurance agency located at 2001 East 1st Street in Santa Ana, California. Monica Drevon is a highly experienced insurance agent with a Bachelor of Arts degree from the University of California - Berkeley. She is dedicated to providing exceptional service and personalized insurance options to meet the unique needs of each individual and family in the community. Monica's commitment to her customers has earned her recognition as an Ambassador Travel Qualifier, showcasing her dedication to exceeding expectations and providing top-notch service. With a deep understanding of the Santa Ana community, Monica is passionate about helping individuals and families protect their assets and ensure their financial security.
2001 E 1st St Ste 203, Santa Ana, CA 92705, United States -
Jim Canty - State Farm Insurance Agent
● ClosedJim Canty - State Farm Insurance Agent is an insurance agency located at 3200 El Camino Real in Irvine, California. Situated near the Irvine Market Place in the Market Place Center, our agency is dedicated to helping families protect themselves from risks and make informed decisions about their insurance needs. With a focus on personalized service, we serve customers in Irvine, Tustin, Anaheim, Orange, Santa Ana, and more areas in Orange County, as well as San Bernardino and Riverside Counties. Our experienced team at Jim Canty - State Farm Insurance Agent offers a wide range of insurance products, including auto insurance, life insurance, motorcycle insurance, and financial services. We understand the importance of protecting your family's financial future and are here to help you find the right coverage for your needs.
3200 El Camino Real # 110, Irvine, CA 92602, United States -
Gamez Insurance
● ClosedGamez Insurance is a leading finance and insurance agency located at 1011 South Bristol Street in Santa Ana, California. As a trusted institution, we provide a wide range of insurance products and financial services to meet the diverse needs of our clients. Our experienced team of professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, Gamez Insurance has you covered. Contact us today to learn more about how we can help you secure your financial future.
1011 S Bristol St, Santa Ana, CA 92703, United States -
Barrera Income Tax & Insurance
● ClosedBarrera Income Tax & Insurance is a trusted institution located at 12651 Westminster Avenue in Santa Ana, California. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch assistance to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or finding the right insurance coverage, we are here to help. Visit us today to experience our personalized and reliable services.
12651 Westminster Ave B, Santa Ana, CA 92706, United States -
Farmers Insurance - Gerardo Navarro
● ClosedFarmers Insurance - Gerardo Navarro is an insurance agency located at 3601 West MacArthur Boulevard, Santa Ana, California, United States. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, home insurance, renters insurance, life insurance, business insurance, condo insurance, or personal umbrella insurance, Farmers Insurance can provide the right coverage for your needs and budget. With over 80 years of experience, Farmers Insurance is a reliable choice to protect your assets and future earnings. Contact Gerardo Navarro today for a personalized insurance quote and financial planning advice. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers offer a variety of insurance products to meet your needs. Don't wait until disaster strikes - protect what's important to you with Farmers Insurance.
3601 W MacArthur Blvd #907, Santa Ana, CA 92704, United States
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