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TOP 30 Financial literacy for families in California
46 results found
A convenient service for searching for businesses, places and services
Godinez Financial and Insurance Services
Godinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
Linda Le (Hoài Thương) - First Financial Security, Inc.
Linda 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.
World Financial Group Inc
World Financial Group Inc is an insurance agency located at 840 Hinckley Road in Burlingame, California, United States. With a focus on providing financial services and products to individuals and families, World Financial Group Inc offers a range of insurance options to protect and secure their clients' financial future. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether it's life insurance, retirement planning, or wealth management, World Financial Group Inc is committed to providing personalized solutions to meet the unique needs of each client. Visit their office in Burlingame today to learn more about how they can help you secure your financial future.
Ayuda Financial Services
Ayuda Financial Services is a trusted institution located at 576 Sacramento Street in the bustling city of San Francisco, California. Specializing in accounting, finance, and insurance services, we are dedicated to providing our clients with expert financial guidance and support. Whether you are looking for assistance with tax preparation, investment strategies, or insurance coverage, our team of professionals is here to help. With a commitment to excellence and personalized service, Ayuda Financial Services is your go-to destination for all your financial needs.
Dennis Frank Silveria: Primerica - Financial Services
Dennis Frank Silveria: Primerica - Financial Services is a reputable finance and insurance agency located at 535 Orchard Road in Nipomo, California, United States. With a focus on providing top-notch financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by experienced professionals, Dennis Frank Silveria: Primerica offers a wide range of financial products and services, including investment planning, retirement planning, life insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized solutions to meet your unique needs. Contact them today to start building a secure financial future.
Josephine Louise Starling: Primerica - Financial Services
Josephine Louise Starling: Primerica - Financial Services is a reputable finance and insurance agency located at 6820 La Tijera Boulevard in Los Angeles, California, United States. With a strong focus on providing quality financial services to individuals and families, this institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Josephine Louise Starling: Primerica - Financial Services are dedicated to helping you secure your financial future.
Cesar Marmolejo: Primerica - Financial Services
Cesar Marmolejo: Primerica - Financial Services is a reputable finance and insurance agency located at 36330 Hidden Springs Road in Wildomar, California, United States. Our experienced team is dedicated to providing top-notch financial services to help individuals and families secure their financial future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Christian Joiner: Primerica - Financial Services
Christian Joiner: Primerica - Financial Services is a reputable finance and insurance agency located at 721 Nevada Street in Redlands, California, United States. With a strong commitment to helping individuals and families achieve financial security and independence, Christian Joiner offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. With a team of experienced professionals, they provide personalized and comprehensive financial advice to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Christian Joiner: Primerica - Financial Services is dedicated to providing top-notch service and expertise to meet your financial needs.
Reuben Perez Medina: Primerica - Financial Services
Reuben Perez Medina: Primerica - Financial Services is a finance and insurance agency located at 4431 Corporate Center Drive in Los Alamitos, California, United States. As a trusted financial services provider, they offer a wide range of products and services to help individuals and families achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced team at Reuben Perez Medina: Primerica is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
Eggleston Family Services
Eggleston Family Services, located in Los Angeles, California, is a licensed, non-profit health institution established in 1974. Our mission is to provide comprehensive programs to serve children, youth, and families in the community. We offer a wide range of services including Short-Term Residential Treatment, Behavioral Health, Substance Use Disorders, Foster Care, and Adoption Services. Our compassionate staff is dedicated to providing quality, evidence-based, holistic, and therapeutic treatments to help individuals overcome trauma from abuse, neglect, substance use, and behavioral health issues. Eggleston has expanded its program operations over the years to include various departments such as Residential Treatment, Foster Care, Adoptions, Behavioral Health, Substance Use Disorder, Family Preservation, Human Resources, and Accounting.
Modern Family Finance
Modern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
Zuk Financial Group
Zuk Financial Group is a leading finance institution located at 199 South Monte Vista Avenue in San Dimas, California, United States. With a team of experienced professionals, Zuk Financial Group offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Whether you are looking to grow your assets or secure your financial future, Zuk Financial Group is dedicated to helping you achieve your goals with personalized solutions and expert advice.
Financial Literarcy Educators of WealthWave
The Financial Literacy Educators of WealthWave is a finance institution located at 64 Vía De La Valle, Lake Elsinore, California, United States. Our mission is to eradicate financial illiteracy, which affects over 4.5 billion people worldwide. Our HowMoneyWorks Book Educators are dedicated to helping individuals break the cycle of debt and take control of their financial future. We provide proven steps to guide you towards financial security and believe that an investment in knowledge pays the best interest. Contact us to receive our ebook and start your journey towards financial literacy today.
Mariah Hudler, MBA I Next-Gen Wealth & Wellbeing I Financial Coaching & Consulting I Speaking
Mariah Hudler, MBA offers financial coaching and consulting services at her institution located at 5960 South Land Park Drive in Sacramento, California. Specializing in Next-Gen Wealth and Wellbeing, Mariah provides personalized guidance and strategies to help individuals and families achieve their financial goals. With a background in finance and a passion for helping others succeed, Mariah also offers speaking engagements to educate and inspire others to take control of their financial future. Whether you are looking to improve your financial literacy, create a budget, or plan for retirement, Mariah Hudler, MBA is dedicated to helping you achieve financial success.
Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC
Chai, Wei and Associates Wealth Management - Ameriprise Financial Services, LLC is a finance institution located at 1350 Burton Drive, Vacaville, California, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. The institution provides personalized financial strategies for retirement, education, major purchases, and more. Clients can track their progress towards their goals securely from any device. The team at Chai, Wei and Associates Wealth Management specializes in multi-generational financial planning, ensuring that every family member's unique financial goals are addressed. They emphasize financial literacy and empower each family member to make informed decisions for their future. Clients can schedule a complimentary initial consultation to learn more about how Chai, Wei and Associates Wealth Management can help them achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, and clients can find additional information about the institution on FINRA's BrokerCheck website.
World Financial Group Inc
World Financial Group Inc is a leading financial institution located at 1850 Warburton Avenue in Santa Clara, California, United States. Specializing in a wide range of financial services, including investment planning, retirement savings, insurance, and wealth management, World Financial Group Inc is dedicated to helping individuals and families achieve their financial goals. With a team of experienced financial advisors and a commitment to personalized service, World Financial Group Inc is a trusted partner for individuals looking to secure their financial future.
Merrill Lynch Financial Advisor Robert M Pastrana
ether we will put your interests first to help you pursue your goals. With access to the investment insights of Merrill Lynch and banking solutions from Bank of America, we can work together to develop a personalized financial approach designed to address your unique needs. Located at 333 South Hope Street in Los Angeles, California, Merrill Lynch Financial Advisor Robert M Pastrana offers insights, observations, and ideas to help clients pursue their financial goals. With over 18 years of experience in investment, credit, and banking, Robert is dedicated to providing wealth management services to high net worth individuals and their families.
First Command Financial Advisor - Matt Rose
First Command Financial Advisor - Matt Rose, located at 4167 Avenida De La Plata in Oceanside, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive financial planning services, Matt Rose and his team at First Command are dedicated to helping clients secure their financial future. This institution operates with integrity and transparency, as evidenced by the voluntary testimonial provided by a satisfied client. Clients can trust in the expertise and professionalism of First Command Financial Advisor - Matt Rose for all their financial needs.
Ameriprise Financial Advisors
Ameriprise Financial Advisors, located at 431 Cleveland Street in Woodland, California, is a finance institution dedicated to helping clients achieve their financial goals. If you have questions or would like to schedule a complimentary initial consultation, get in touch with us. Our advisors are registered in certain U.S. states and specialize in crafting personalized financial strategies for every generation. We believe in the importance of financial literacy and empower each family member to make informed decisions for their future. Our multi-generational financial planning approach ensures that every voice is heard and every goal is addressed. Visit FINRA's BrokerCheck website for background and qualification information. Let's meet to discuss what's most important to you and work towards a brighter financial future together. Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Merrill Lynch Financial Advisor Maureen M Fong
Merrill Lynch Financial Advisor Maureen M Fong, located at 560 South Winchester Boulevard in San Jose, California, is a highly experienced professional with over 35 years in the financial industry. Maureen is dedicated to providing clients with personalized financial and wealth management strategies tailored to their individual needs. She specializes in wealth accumulation, preservation, and transfer, with a focus on retirement income planning and wealth transfers to future generations. Maureen has been recognized on the Forbes "Best-in-State Wealth Advisors" list in 2022, as well as the Forbes "America's Top Women Wealth Advisors" list in 2020 and 2021. She holds the Certified Investment Management Analyst (CIMA®) and Certified Plan Fiduciary Advisor (CPFA) designations, showcasing her expertise in the field.
World Financial Group, Inc.
World Financial Group, Inc. is a leading finance institution located at 5900 Canoga Avenue in Los Angeles, California, United States. With a strong focus on helping individuals and families achieve their financial goals, World Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. With a team of experienced financial professionals, World Financial Group is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are planning for the future or looking to secure your financial well-being, World Financial Group is committed to helping you build a secure financial future.
Kyle Smith - Financial Advisor, Ameriprise Financial Services, LLC
Kyle Smith - Financial Advisor at Ameriprise Financial Services, LLC, located at 2029 Century Park East in Los Angeles, California, offers personalized financial planning services tailored to your individual goals and risk tolerance. Whether you are planning for retirement, education, or a major purchase, Kyle provides investment recommendations and portfolio analysis to help you achieve your financial objectives. With a focus on multi-generational financial planning, Kyle ensures that the unique goals of each family member are addressed and empowers them with financial literacy to make informed decisions for their future. By engaging in meaningful conversations and crafting personalized strategies, Kyle helps clients of all ages work towards a more secure financial future.
Abacus Wealth Partners
Abacus Wealth Partners is a finance institution located at 101 South Main Street in Sebastopol, California, United States. Our dedicated team is committed to helping you find peace of mind in your financial life so you can focus on what truly matters. We offer financial planning and investment management services in the Bay Area, working with individuals, families, nonprofits, and foundations both in-person and virtually. Our innovative financial planning process and evidence-based investment strategy have helped countless clients stop worrying about money and fully enjoy life. We combine financial analysis with emotionally intelligent insights to create a comprehensive financial roadmap tailored to your goals and values. Our team provides actionable, values-aligned financial advice to give your money meaning and purpose.
Abacus Wealth Partners
Abacus Wealth Partners, located at 429 Santa Monica Boulevard in Santa Monica, California, is a finance institution dedicated to helping individuals, families, nonprofits, and foundations achieve financial ease and focus on what matters most. Our team of Advisors and CFP® professionals work collaboratively to provide comprehensive wealth management services both in-person and virtually. Through our innovative financial planning process and evidence-based investment strategy, we help clients stop worrying about money and fully experience life. Our Los Angeles team hosts educational workshops, seminars, and financial literacy courses in the community, and also gives back through volunteer work. If you're ready to expand what's possible with your money, contact us for an introductory call. Abacus Wealth Partners is a Registered Investment Adviser with the U.S. Securities & Exchange Commission, offering personalized financial advice and services.
Jill Judd - State Farm Insurance Agent
Jill Judd - State Farm Insurance Agent is a reputable insurance agency located at 820 Bay Avenue in Capitola, California. As a 4th generation Californian, Jill Judd is dedicated to serving her community by providing personalized insurance and financial services for both individuals and businesses. With over 24 years of experience as a State Farm Agent, Jill and her team are committed to educating customers and helping them make informed decisions that will impact their future, family, and legacy. In addition to offering a wide range of insurance products such as auto, home, and life insurance, Jill Judd - State Farm Insurance Agent also supports various community initiatives including arts, financial literacy programs, music education, and cancer research. The team at Jill Judd's office is highly professional, knowledgeable, and dedicated to providing exceptional service to each and every customer.
Marc Amesse - State Farm Insurance Agent
Marc Amesse - State Farm Insurance Agent is an insurance agency located at 2251 Broad Street in San Luis Obispo, California. Positioned at Broad and South Street, across from the Mechanics Bank and Fire Station #1, this institution is dedicated to providing exceptional service and protecting the financial well-being of its customers. With a background in various insurance lines, including property and casualty, life, health, and commercial insurance, the team at Marc Amesse is committed to offering personalized insurance options tailored to meet the unique needs and goals of individuals, families, and businesses. With a customer-centric approach, the team at Marc Amesse believes in building long-lasting relationships based on transparency and open communication. They strive to educate customers on the importance of insurance, empowering them to make informed decisions that protect their assets and loved ones. Whether you are seeking personal insurance coverage or comprehensive risk management options for your business, Marc Amesse is here to guide you every step of the way.
Torres & Associates
Torres & Associates is a well-established insurance agency located at 2069 North Oxnard Boulevard in Oxnard, California, United States. Since 1980, this local independent insurance agency has been serving the community with a strong focus on family values and exceptional customer service. Founded by Antonio "Tony" Torres, the agency has become a local legend known for its dedication to helping people with their insurance needs. With a team of bilingual insurance professionals led by Jose and Patty, Torres & Associates continues to uphold the values set by Tony over 41 years ago. The agency offers a range of insurance services, including personal and commercial insurance, to meet the diverse needs of their clients.
Merritt College Children's Center
The Merritt College Children's Center is a nurturing and inclusive institution located in Oakland, California. Our mission is to prioritize the needs of our students and empower them to reach their full potential and contribute positively to their communities. The Children's Center provides care for children during the fall and spring semesters, offering three cost-free meals per day and fees based on family size and income. Low-income families may be eligible for free services. Additionally, the Learning Center offers tutoring across various subjects, while the Library promotes information literacy and lifelong learning. The Financial Aid Office provides assistance with federal and state aid, scholarships, and work-study programs. Student Services offer a wealth of resources and counseling support. For more information, visit our website or contact us directly.
Community Action Commission
Community Action Commission, located at 228 North I Street in Lompoc, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Offering Head Start, Early Head Start, and State Preschool programs for young children, as well as a variety of services aimed at improving economic security and promoting independence for individuals and families. The institution's Learning Academy partners with the community to provide education, tools, and supportive services for staff, volunteers, clients, board members, and partners. CommUnify, a nonprofit organization, collaborates with the community to find innovative solutions to assist residents in living healthy, resilient, and financially secure lives.
Community Action Commission
The Community Action Commission, located at 1240 Bethel Lane in Santa Maria, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, the institution offers a variety of services aimed at improving the lives of individuals and families in the area. They provide early childhood education programs such as Head Start, Early Head Start, and State Preschool, as well as services to help families manage energy bills and achieve economic security. The institution also offers programs for adolescents, young adults, and their families to develop necessary skills for success.
- Health insurance companies
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- Tax preparation services
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- Medical clinic
- Financial consulting
- Car insurance companies
- Financial literacy for families in Burlingame
- Financial literacy for families in Capitola
- Financial literacy for families in Fremont
- Financial literacy for families in Lake Elsinore
- Financial literacy for families in Lompoc
- Financial literacy for families in Los Alamitos
- Financial literacy for families in Los Angeles
- Financial literacy for families in Montclair
- Financial literacy for families in Nipomo
- Financial literacy for families in Oakland
- Financial literacy for families in Oceanside
- Financial literacy for families in Oxnard
- Financial literacy for families in Pomona
- Financial literacy for families in Redlands
- Financial literacy for families in Sacramento
- Financial literacy for families in San Dimas
- Financial literacy for families in San Francisco
- Financial literacy for families in San Jose
- Financial literacy for families in San Luis Obispo
- Financial literacy for families in Santa Ana
- Financial literacy for families in Santa Clara
- Financial literacy for families in Santa Maria
- Financial literacy for families in Santa Monica
- Financial literacy for families in Santa Rosa
- Financial literacy for families in Sebastopol
- Financial literacy for families in Simi Valley
- Financial literacy for families in Union City
- Financial literacy for families in Vacaville
- Financial literacy for families in Westlake Village
- Financial literacy for families in Wildomar
- Financial literacy for families in Woodland
List of businesses, places and services in California
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