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TOP 30 Financial literacy programs in California
52 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.
Enrich Financial Wellness
Enrich Financial Wellness, located at 2163 Newcastle Avenue, Encinitas, California, is dedicated to making financial freedom possible for the people you work with. Our bespoke financial wellness programs are tailored to your users' needs, focusing on benefits/services adoption, DEI, stress reduction, productivity, data collection, and insights. With over 100 configurations available on our platform, we guarantee a program that meets your employees' or customers' needs. Our unique approach combines psychology, gamification, and program customization to generate wider adoption and ongoing engagement. Trusted by over 12,500 organizations, including employers, financial institutions, and government agencies, Enrich provides financial programs that lower stress and increase employee wellbeing. State and local governments also rely on us to deliver financial wellness programs that their employees trust and use. Through careful analysis of the latest trends and strategies in financial wellness, we strive to educate people on retirement, healthcare, and personal finance.
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.
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.
Revolution Financial Management
Revolution Financial Management is a reputable insurance agency located at 515 Marin Street in Thousand Oaks, California. Our dedicated team of professionals is committed to providing top-notch financial management services to our clients. With a focus on revolutionizing the way insurance is handled, we offer personalized solutions tailored to meet the unique needs of each individual or business. Whether you are looking for life, health, property, or auto insurance, Revolution Financial Management is here to help you secure your future and protect what matters most. Contact us today to learn more about how we can assist you in achieving your financial goals.
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.
New Aspect Financial Services, LLC
New Aspect Financial Services, LLC, located at 1475 4th Street in Napa, California, is a finance institution dedicated to guiding clients in the right direction with personalized financial strategies and advice. Their services include income planning, investment planning, IRA reviews, Social Security and Medicare reviews, estate planning, retirement planning, life insurance, and more. The institution follows a five-step process of Discovery, Assessment, Evaluation, Implementation, and Monitoring & Adjusting to ensure that clients achieve their financial goals. They are committed to their clients' financial success and offer a range of services to support them. Additionally, they host events such as seminars and client appreciation events to engage with the community. Securities and investment advisory services are offered through Osaic Wealth, Inc., a member of FINRA/SIPC. New Aspect Financial Services, LLC takes a unique perspective on investing and values their clients, friends, family, and supporters.
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.
The Financially Literate Mindset
The Financially Literate Mindset is a leading institution located at 2008 Bluestone Circle in Chula Vista, California. Our focus is on promoting financial literacy and empowering individuals to develop a strong understanding of personal finance. Through our comprehensive programs and resources, we aim to cultivate a financially savvy mindset in our students, equipping them with the knowledge and skills needed to make informed decisions about money management. Join us at The Financially Literate Mindset and take control of your financial future today.
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.
D W Financial Inc
D W Financial Inc is a leading finance institution located at 1230 Jefferson Street in Anaheim, California, United States. With a strong track record of providing top-notch financial services, D W Financial Inc is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, loan options, or financial planning services, our team of experts is here to assist you every step of the way. Trust D W Financial Inc to provide you with reliable and professional financial solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure a brighter financial future.
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.
Capital One Café
Capital One Café is a unique blend of a bank and a café, located at 1139 South Main Street in Walnut Creek, California. This innovative institution offers a welcoming and modern space for customers to enjoy a cup of coffee while managing their finances. With a focus on providing excellent customer service, Capital One Café is the perfect place to grab a bite to eat, relax, and take care of your banking needs all in one convenient location. Whether you're looking to open a new account, discuss financial planning, or simply enjoy a delicious meal, Capital One Café has you covered.
Capital One Café
Capital One Café is a unique institution located at 401 Broadway in Santa Monica, California. This innovative concept combines the convenience of a bank with the comfort and ambiance of a café. Customers can enjoy a variety of financial services while sipping on a latte or grabbing a quick bite to eat. Whether you're looking to open a new account, discuss loan options, or simply relax and recharge, Capital One Café offers a welcoming and modern space for all your banking and dining needs.
Capital One Café
Capital One Café is a unique institution located at 757 Spectrum Center Drive in Irvine, California. It combines the convenience of a bank with the comfort of a café, offering a one-of-a-kind experience for customers. Whether you need to do your banking, grab a coffee, or enjoy a meal, Capital One Café has you covered. With a focus on finance and food, this institution is the perfect place to manage your finances while indulging in delicious treats. Visit Capital One Café for a truly innovative banking experience.
Capital One Café
Capital One Café is a unique blend of a bank and a café, offering customers a modern and inviting space to manage their finances while enjoying a cup of coffee or a snack. Located at 12520 South Mainstreet in Rancho Cucamonga, California, this institution provides a convenient and comfortable environment for customers to meet with financial advisors, access banking services, and relax with a warm beverage. With a focus on combining finance and food, Capital One Café is a one-of-a-kind destination for those looking to take care of their financial needs in a relaxed and welcoming atmosphere.
Capital One Café
The Capital One Café in Roseville, California is a unique institution that combines the convenience of banking services with the comfort and ambiance of a cozy café. Located at 1151 Galleria Boulevard, this establishment offers a one-of-a-kind experience for customers looking to manage their finances while enjoying a delicious meal or beverage. Whether you're looking to open a new account, apply for a loan, or simply grab a cup of coffee, the Capital One Café has you covered. With a modern and inviting atmosphere, friendly staff, and a variety of food and drink options available, this institution is a perfect blend of finance and food. Visit the Capital One Café today for a banking experience like no other.
Wonder of Women Inc
Wonder of Women Inc is a premier clothing store located at 2730 Wilshire Boulevard in Santa Monica, California. Our store is dedicated to providing women with a wide variety of stylish and trendy clothing options that cater to all shapes and sizes. From casual everyday wear to elegant evening attire, Wonder of Women Inc has something for every woman's fashion needs. Our experienced staff is committed to providing exceptional customer service, ensuring that every shopping experience is enjoyable and stress-free. Visit us today and discover the wonder of women's fashion at Wonder of Women Inc.
Goodwill Retail Store and Donation Center
Welcome to the Goodwill Retail Store and Donation Center located at 4220 Balboa Avenue in San Diego, California. Our institution is not just a store, but a place where you can make a difference in the community. Our mission is to provide employment and training opportunities to people with disabilities and other barriers to employment. We offer a variety of items for sale including books, clothing, furniture, and home goods. All of our programs and services are provided at no cost to San Diego County residents. Our friendly staff is here to help you find what you need, whether you prefer to shop in person or online, in English or Spanish.
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.
Monarch Benefits Insurance Services
Monarch Benefits Insurance Services is a customer-focused, multi-line insurance agency located at 26050 Acero in Mission Viejo, California. Our mission is to meet the ongoing needs of our clients with the guiding principle of the "Golden Rule." As an independent insurance agency since 2009, we work for you, not the insurance companies. Our experienced staff can tailor a comprehensive insurance program to fit your specific needs, providing you with the best service and coverage at the best price. Our customer service is top-notch, and our website is available 24/7 for your convenience. Whether you need to make a policy change, have a billing question, or report a claim, our representatives are here to assist you professionally and quickly. We value financial literacy and offer tips for small business owners during Financial Literacy Month. If you're planning a home remodel, we can help you understand how it may impact your insurance coverage. Additionally, we provide guidance on buy/sell agreements for business partnerships. Trust Monarch Benefits Insurance Services for all your insurance needs."
BrainVyne LEGO & Money Camps
BrainVyne LEGO & Money Camps, located at 4000 Middlefield Road in Palo Alto, California, offers the best LEGO Robotics and Financial Literacy camps in the Bay Area for children ages 4-15. Our programs focus on STEAM education and were developed by a LEGO Master Builder and led by California-credentialed teachers. Children learn through play with our carefully curated LEGO Education kits, allowing them to unleash their creativity and learn valuable skills. Our specialty camps include Preschool Simple Machines, LEGO Animal Robotics, Girl Power Steam Robotics, LEGO Star Wars, LEGO Technic Adventures, LEGO Pokemania, and Stop Motion Animation. We also offer Money 101, an exclusive financial literacy camp for teens. Our motto is learning by doing, and our instructors ensure that every child's imagination comes to life through hands-on play. Join us at BrainVyne LEGO & Money Camps to watch your child's creativity flourish!
Peninsula Center Library
Peninsula Center Library is a multifaceted institution located at 701 Silver Spur Road in Rolling Hills Estates, California. This dynamic facility serves as a finance center, library, and local government office all under one roof. With a wide range of resources and services available to the public, Peninsula Center Library is a hub of knowledge, information, and community engagement. Whether you're looking to borrow a book, research financial matters, or access government services, this institution is here to meet your needs. Visit Peninsula Center Library today to explore all that it has to offer.
Boys & Girls Club Of Southwest County
The Boys & Girls Club of Southwest County is a community-based organization located at 25090 Jefferson Avenue in Murrieta, California. Our mission is to provide a safe and positive environment for children and teens to learn, grow, and thrive. We offer a wide range of programs and activities, including academic support, sports leagues, arts and crafts, and leadership development. Our dedicated staff and volunteers work to empower young people to reach their full potential and become responsible, caring citizens. Join us at the Boys & Girls Club of Southwest County and be a part of a welcoming and inclusive community that fosters success and well-being for all youth.
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.
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