TOP 30 Financial management in Santa Maria, California

78 results found

AAA Santa Maria Insurance and Member Services is a one-stop destination for all your finance, insurance, and travel needs. Located at 2033 South Broadway in Santa Maria, California, this institution offers a wide range of insurance products, including auto, home, and life insurance, as well as financial services such as retirement planning and investment management. Additionally, AAA Santa Maria Insurance and Member Services provides travel assistance and discounts for members looking to book flights, hotels, and rental cars. With a commitment to customer service and satisfaction, this institution is dedicated to helping individuals and families protect their assets and plan for the future while enjoying the benefits of membership perks.

C&H Property Management is a trusted institution located at 1105 East Foster Road in Santa Maria, California. With over 50 years of combined experience, we specialize in providing top-notch property management services on the Central Coast. Our knowledgeable team, led by licensed real estate agent Liz and experienced administrator Melissa, is dedicated to helping you maximize the potential of your rental properties. Whether you have one property or a large portfolio, we are here to assist you every step of the way. Our satisfied clients rave about our exceptional customer service and impressive results. Contact us today to learn more about how we can help you succeed in the real estate market. DRE #02021530.

Visionary Insurance/Financial is a reputable finance and insurance agency located at 2650 Industrial Parkway in Santa Maria, California, United States. With a team of experienced professionals, we provide a wide range of insurance and financial services to meet the diverse needs of our clients. Whether you are looking for insurance coverage for your home, auto, or business, or seeking assistance with retirement planning, investments, or financial planning, our experts are here to help. At Visionary Insurance/Financial, we are committed to providing personalized solutions and excellent customer service to ensure our clients' financial security and peace of mind.

LTC Financial Partners is a leading finance, health, and insurance agency located at 160 Foxenwood Drive in Santa Maria, California, United States. With a team of experienced professionals, LTC Financial Partners specializes in providing comprehensive financial planning services, health insurance solutions, and long-term care insurance options to individuals and families. Whether you are planning for retirement, managing your health care needs, or securing your financial future, LTC Financial Partners is dedicated to helping you achieve your goals and protect your assets. Contact us today to learn more about our services and how we can assist you in planning for a secure and prosperous future.

John's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.

Western Growers / Pinnacle Claims Management, Inc. is an insurance agency located at 2605 Miller Street in Santa Maria, California, United States. Specializing in providing insurance solutions for the agricultural industry, they offer a range of services to help protect farmers and growers from potential risks and losses. With a team of experienced professionals, Western Growers / Pinnacle Claims Management, Inc. is dedicated to providing personalized and reliable insurance coverage to meet the unique needs of their clients.

A Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.

Lendmark Financial Services LLC is a finance institution located at 2125 South Broadway in Santa Maria, California, United States. We offer a variety of financial services to help individuals and businesses manage their finances effectively. Our team of experienced professionals is dedicated to providing personalized solutions to meet our clients' needs. Whether you need a loan, investment advice, or assistance with financial planning, Lendmark Financial Services LLC is here to help. Visit us today to learn more about how we can help you achieve your financial goals.

The Management Trust is a unique institution located at 2540 Professional Parkway in Santa Maria, California, United States. They offer management services with a twist, creating a hospitality experience in communities large and small. The Management Trust is proud to introduce TRUSTY, the First Artificially Intelligent Property Management Assistant. They are the only 100% employee-owned HOA community association management firm in the country. Apply to become a Trusted Partner and join the cream of the crop with The Management Trust. Their best service is their simplest one - they listen to their clients' needs and provide personalized solutions.

Morgan Stanley Financial Advisors, located at 2005 South Broadway in Santa Maria, California, is a reputable finance institution offering expert financial advice and services to individuals and businesses. With a team of experienced financial advisors, they provide personalized financial planning, investment strategies, and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Morgan Stanley Financial Advisors can provide the guidance and expertise you need. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Thrivent Financial-Lutherans, located at 145 South Gray Street in Santa Maria, California, is a finance institution dedicated to helping individuals create a financial plan they can be confident about. They believe in understanding each client's unique situation and goals in order to provide tailored strategies and solutions. With services like Money Canvas™, a free virtual coaching service, clients can build healthier money habits at their own pace. Thrivent Financial-Lutherans offers charitable planning options and generosity programs, as they are passionate about giving back to the community. As a Fortune 500 organization, Thrivent provides advice, investments, insurance, banking, and other financial solutions. With $162 billion in assets under management/advisement, Thrivent is committed to helping clients achieve clarity, confidence, and a more meaningful life. Financial products and services are offered by licensed professionals, including financial advisors who are credentialed to provide investment advisory services. Visit their website or FINRA's BrokerCheck for more information on their services and professionals.

CoastHills Wealth Management is a premier financial institution located at 1075 E Betteravia Road in Santa Maria, California, United States. As a leading provider of wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or protect your assets, CoastHills Wealth Management offers personalized solutions tailored to your unique needs. Trust us to provide expert guidance and support as you navigate the complexities of the financial world. Visit us today to learn more about how we can help you build and preserve your wealth.

Medina Wealth Services is an independent firm affiliated with Raymond James Financial Services, Inc. Located at 2236 South Broadway in Santa Maria, California, this institution offers a range of financial services to help individuals and businesses manage their wealth. Whether you are looking to invest, plan for retirement, or simply need assistance with your finances, the professionals at Medina Wealth Services are here to help. With their expertise and dedication to client satisfaction, you can trust that your financial future is in good hands.

Brett Krausse - Morgan Stanley Financial Advisor is a well-established financial institution located at 2005 South Broadway in Santa Maria, California, United States. As a trusted advisor, Brett Krausse offers expert financial guidance and personalized investment strategies to help clients achieve their financial goals. With a focus on wealth management, retirement planning, and investment solutions, Brett Krausse - Morgan Stanley Financial Advisor provides top-notch financial services to individuals and businesses alike. Trust in Brett Krausse to navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Wealth Management is a prestigious financial institution located at 300 Town Center East in Santa Maria, California. As a leading provider of wealth management services, Merrill Lynch offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning services, Merrill Lynch has a team of experienced professionals ready to assist you. With a focus on personalized service and innovative financial strategies, Merrill Lynch is dedicated to helping clients build and preserve their wealth for the future.

Edward Jones - Financial Advisor: Dave Michels is a reputable financial institution located at 195 Broadway Street in Santa Maria, California. As a dedicated financial advisor, Dave Michels provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Dave Michels offers comprehensive financial planning, retirement planning, and investment strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Dave Michels is committed to providing expert guidance and support every step of the way. Contact Dave Michels today to schedule a consultation and start building a secure financial future.

Terry Dworaczyk is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Santa Maria, California. With a focus on providing personalized financial planning and investment management services, Terry helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or building wealth for the future, Terry is dedicated to helping you navigate the complexities of the financial world. Contact Terry Dworaczyk at 2605 South Miller Street to schedule a consultation and start planning for a brighter financial future.

Edward Jones - Financial Advisor: Eric J Bravo, CFP®|AAMS™ is a reputable financial institution located at 900 East Main Street in Santa Maria, California, United States. As a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), Eric J Bravo offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families in the Santa Maria area. Visit us today to secure your financial future with confidence.

Ogden Wealth Management & Services is a premier financial institution located at 411 Betteravia Road in Santa Maria, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our experts are here to provide comprehensive financial solutions tailored to your individual needs. Trust Ogden Wealth Management & Services to guide you towards a secure financial future.

Megan Duarte - Ameriprise Financial Services, LLC is a reputable finance institution located on Miller Street in Santa Maria, California, United States. Specializing in financial planning and investment management, Megan Duarte and her team strive to provide personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer a wide range of services including retirement planning, wealth management, and estate planning. Contact Megan Duarte - Ameriprise Financial Services, LLC today to start securing your financial future.

Maria Lupu - Morgan Stanley is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley, Maria Lupu offers a wide range of financial services to clients in the United States. With a team of experienced professionals, they provide expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, Maria Lupu - Morgan Stanley is committed to delivering top-notch service and expertise to meet your needs.

Maria's Income Tax Services is a reputable accounting and finance institution located at 1420 East Edinger Avenue in Santa Ana, California, United States. With a team of experienced professionals, Maria's Income Tax Services offers a range of services including income tax preparation, financial planning, and accounting assistance. Whether you are an individual looking to file your taxes or a business in need of financial guidance, Maria's Income Tax Services is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you manage your finances effectively.

FIB Business Management Services is a leading institution specializing in accounting and finance services. Located at 409 East Church Street in Santa Maria, California, United States, our team of experienced professionals is dedicated to providing high-quality financial management solutions for businesses of all sizes. Whether you need assistance with bookkeeping, tax preparation, or financial planning, FIB Business Management Services is here to help you achieve your financial goals. Contact us today to learn more about how we can support your business needs.

Central Coast Business Management LLC is a leading accounting and finance institution located at 222 Carmen Lane in Santa Maria, California, United States. Our team of experienced professionals provides top-notch financial services to businesses in the Central Coast region. With a focus on accuracy and efficiency, we help our clients manage their finances and make informed decisions for the growth and success of their businesses. Trust Central Coast Business Management LLC for all your accounting and finance needs.

HUB International is a full-service insurance agency located at 2560 Professional Parkway in Santa Maria, California, United States. Our Santa Maria branch works with both large and small businesses, as well as individuals, providing them with a wide range of insurance services. As a part of the HUB network, our clients have access to Fortune 500 value-added services locally, regionally, and nationally. HUB International is the 6th largest broker in the world, uniquely structured to cater to small and middle market customers. We pride ourselves on delivering personalized, "right-sized" service to our clients, no matter where they are located.

Farmers Insurance - Andy Cortez is an insurance agency located at 2646 Santa Maria Way, Santa Maria, California, United States. As a member of the Central Coast for his entire adult life, Andy Cortez is proud to serve the Santa Maria Valley and surrounding areas. The agency prides itself on providing world-class customer service with a smile, offering expert advice to help customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, life insurance, and more, Andy Cortez has the knowledge and experience to help clients better understand their coverage options. With a background in retail management, Andy decided to pursue a career with Farmers Insurance to make a positive impact on people's lives by helping them protect their assets and plan for the future. The agency is located in the beautiful El Potrero Office Park in Santa Maria. Customers can get a quote for auto insurance, home insurance, renters insurance, business insurance, and more. Farmers Insurance also offers financial services to help clients build a solid financial plan for the future. For added coverage above and beyond the liability limits of auto or home insurance policies, a Personal Umbrella insurance policy is also available. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide insurance underwritten by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products. Contact Farmers Insurance - Andy Cortez for personalized insurance solutions to protect your assets and plan for the future.

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.

The Community Action Commission, located at 201 West Chapel Street in Santa Maria, California, has been dedicated to serving the Santa Barbara County community for over 55 years. Formerly known as CommUnify, this nonprofit organization offers a wide range of services to help individuals and families improve their economic security, manage energy bills, and achieve independence. The institution provides early childhood education programs such as Head Start, Early Head Start, and State Preschool for young children. They also offer support services for adolescents, young adults, and their families to help them develop essential skills for a healthy and resilient future.

Ram C Dandillaya Inc is a reputable health institution located on Palisade Drive in Santa Maria, California. Specializing in medical care and treatment, this institution is led by Dr. Ram C Dandillaya who is known for his expertise and compassionate care. Patients can expect top-notch medical services and personalized attention to address their healthcare needs. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Ram C Dandillaya Inc is dedicated to providing high-quality healthcare services to the community of Santa Maria and beyond.

New York Life is an insurance agency located at 1000 South Broadway, Santa Maria, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide protection for everyday tasks, lost income due to illness or injury, professionally managed investments, and options for paying for education expenses. New York Life also offers guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they tailor flexible solutions to meet individual needs and budgets, providing resources such as articles, guides, and financial calculators. Committed to diversity, responsibility, and service, New York Life has a long history of fulfilling promises, responsible investing, and community engagement. They have the highest financial strength ratings and are dedicated to making a positive impact through charitable giving and volunteer efforts. Their mission is to help individuals, families, and communities thrive, reflecting the diverse communities they serve. New York Life Foundation supports local and national grant opportunities for educational enhancement, childhood bereavement, community efforts, and workplace initiatives. They have also launched initiatives to address the racial wealth gap and expand economic opportunity. With a focus on making the world a better place, New York Life is dedicated to engaging with communities and bringing people together.