Financial planning and management in National City, California
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Dr. Jacy A. Leonardo
● OpenDr. Jacy A. Leonardo is a health institution located at 2946 Broadway, Redwood City, California, United States. This institution is dedicated to providing care and benefits for Veterans and survivors related to toxic exposures. The institution aims to build equity and end harassment for underserved populations. Services offered include applying for VA health care, accessing services online, filing claims for disability compensation, managing GI Bill and education benefits, applying for vocational rehabilitation services, and more. Additionally, the institution provides support for Veteran-owned small businesses, offers monthly payments for wartime Veterans and survivors with limited income, and assists with VA-backed home loans and housing grants for those with service-connected disabilities. VA life insurance options, burial planning in a VA national cemetery, Veteran ID cards, and discharge upgrades are also available services. Families of Veterans can learn about benefits they may be eligible for as spouses, dependents, or caregivers of Veterans with disabilities.
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Veterans Building
● OpenThe Veterans Building is a local government office located at 401 Van Ness Avenue in San Francisco, California. This historic institution serves as a hub for veterans and their families, providing a range of services and resources to support those who have served in the military. The building is a symbol of honor and gratitude towards our nation's veterans, offering a variety of programs and events to commemorate their service and sacrifice. With a commitment to serving those who have served our country, the Veterans Building is a vital resource for the veteran community in San Francisco and beyond.
401 Van Ness Ave #202, San Francisco, CA 94102, United States -
Newport Oncology & Healthcare
● OpenNewport Oncology & Healthcare is a leading healthcare institution located at 1380 San Andreas Road in Watsonville, California. Specializing in oncology care, our dedicated team of medical professionals provides personalized treatment plans for patients battling cancer. Our state-of-the-art facility offers the latest technology and therapies to ensure the best possible outcomes for our patients. With a focus on compassionate care and support, Newport Oncology & Healthcare is committed to helping patients and their families navigate the challenges of cancer treatment with hope and resilience.
1380 San Andreas Rd, Watsonville, CA 95076, United States -
Caremore Medical Group
● OpenCarelon Health, formerly known as CareMore Medical Group, is a leading healthcare institution located at 7624 Painter Avenue, Whittier, California. Our institution offers Advanced Primary Care services to Medicare Advantage members in various states, including Arizona, California, Nevada, and Virginia. We focus on providing personalized, whole-person care that goes beyond just treating physical symptoms. Our team of dedicated doctors and nurses prioritize the well-being of each patient, taking the time to listen and truly understand their unique healthcare needs. Whether you are looking to maintain your health or manage a serious, chronic condition, our Advanced Primary Care program is designed to help you achieve your health goals.
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Mishelle Westendorf
● OpenMishelle Westendorf is a renowned real estate agency located at 155 Broadway in Half Moon Bay, California, United States. Since 2000, Mishelle has been dedicated to helping individuals and families with their relocation needs. With a background in finance and business from the University of Washington, Mishelle is a nationally certified relocation agent with a proven track record of success. Throughout her career, Mishelle has received numerous awards for her exceptional performance and top-rated customer service. She and her team achieved $52 million in sales during their best year, demonstrating their expertise in the real estate market. Mishelle values the importance of building a strong network, which includes major employers, local builders, moving companies, furniture rental companies, apartment complexes, and property management companies.
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Ivy at College Park
● ClosedIvy at College Park is an affordable housing institution located at 5950 Notre Dame Avenue in Chino, California. The property offers 335 units with amenities such as wall-to-wall carpeting, all electric kitchens, dishwashers, refrigerators, a club room with kitchen, laundry facilities, a children’s play area, swimming pool, outdoor fireplace, computer lab, and professional on-site management. Adjacent to the Chaffey College Chino Campus, Ivy at College Park consists of 135 affordable family apartments in the first phase, with an additional 200 family apartments in the second phase. The property offers one-, two- and three-bedroom apartments that are GreenPoint Rated.
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Heather Vina - State Farm Insurance Agent
● ClosedHeather Vina - State Farm Insurance Agent is a trusted insurance agency located at 1631 Sutter Road in McKinleyville, California. Serving the insurance needs of Humboldt County, Heather Vina offers free auto and life insurance quotes to individuals and families in McKinleyville, Arcata, Eureka, and Trinidad. With a focus on providing personalized insurance solutions, the office also offers free insurance consultations to ensure clients receive the coverage they need. Heather Vina is actively involved in the local community, supporting initiatives like Business Watch and Neighborhood Watch. The office also provides notary services for document authentication. Additionally, clients can benefit from valuable resources on topics such as jet ski safety, rural road driving, and understanding car insurance deductibles.
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Heidi Kuiper - State Farm Insurance Agent
● ClosedHeidi Kuiper - State Farm Insurance Agent is a trusted insurance agency located at 507 Purissima Street in Half Moon Bay, California. With over 45 years of experience in Auto, Life, and Health Insurance, our dedicated team is committed to serving the Coastside community. As a board member of the Half Moon Bay Beautification Committee for nearly two decades, we are actively involved in supporting local non-profits and providing scholarships to our high schools. While we do not currently offer online auto quoting, we invite you to call, text, or visit us for a personalized quote today. Our experienced team is prepared to meet all your financial and insurance needs. Whether you're looking for life insurance, annuities, or assistance with planning for higher education expenses, we are here to help.
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Ccmsi
● OpenCCMSI is an insurance agency located at 1800 Sutter Street, Concord, California, United States. We understand that every client has unique visions and goals, which is why we deliver solutions that achieve results. With over thirty years of experience, we provide innovative risk management solutions to help companies reach higher while risking less. As the nation's largest independent third-party administrator, we believe in honesty, integrity, and the use of progressive technology to serve our clients. Our iCE system offers advanced analytical capabilities and ease of use, making it the best in class RMIS system. Our clients have expressed their satisfaction with our fast and efficient claims handling and quality of service. Partner with CCMSI for exceptional claim management and value in auto, general liability, and workers compensation. Join us in creating partnerships and achieving results through our passionate problem solvers and innovative technology. CCMSI is an Affirmative Action / Equal Employment Opportunity Employer.
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Bankers Life
● ClosedBankers Life, located at 5000 Hopyard Road in Pleasanton, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the need for long-term care becoming more prevalent, it is important to be prepared and have discussions with loved ones. We are currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Come achieve more at Bankers Life!
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Auto International Insurance
● ClosedAuto International Insurance Agency, located at 1745 Story Road in San Jose, California, is a trusted insurance agency specializing in Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to providing you with peace of mind by ensuring that you are properly covered. We work with you to create a comprehensive portfolio of policies tailored to your needs, so you can have confidence in your coverage. In honor of Financial Literacy Month, we emphasize the importance of financial literacy for small business owners. Budgeting basics are essential for managing finances and achieving profit goals effectively. We are here to help you understand the fundamentals of financial literacy and how they apply to your business.
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Bankers Life
● ClosedBankers Life, located at 1776 West March Lane in Stockton, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. We offer opportunities for individuals interested in becoming agents, managers, or investment professionals to help others in their community achieve a financially secure retirement. Our award-winning training programs set you up for success and provide a career path tailored to your aspirations. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a secure future with Bankers Life today!
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Bankers Life
● ClosedBankers Life, located at 501 West Lodi Avenue in Lodi, California, is a comprehensive finance, health, and insurance agency. Our knowledgeable agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Advantage plans to ensure you have the right coverage for your needs. As the need for long-term care becomes more inevitable, it's crucial to be prepared and have those important discussions with your loved ones. Ready to start planning for the future?
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Andrea Brandt - State Farm Insurance Agent
● ClosedAndrea Brandt - State Farm Insurance Agent is a local insurance agency located at 934 7th Street in Los Banos, California. The agent, Andrea Brandt, is a proud graduate of Los Banos High School and holds a Bachelor of Science in Economics from Cal Poly San Luis Obispo and a Doctorate from Golden Gate University. With 21 years of experience as an agent, Andrea is dedicated to helping the diverse community with their insurance needs. The agency offers services for car insurance, life insurance, and more. Michelle, a customer service specialist with 18 years of experience, is licensed in property and casualty, life, and health insurance. She is the go-to person for all auto insurance needs and can also assist with life insurance. The agency's mission is to help people manage risks, recover from unexpected events, and realize their dreams.
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Scott Hopper, Bankers Life Agent
● ClosedScott Hopper, Bankers Life Agent in San Luis Obispo, California, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Branch Sales Manager and Insurance Sales Representative, Scott Hopper can help you navigate through the complexities of Medicare Advantage plans to find the coverage that best suits your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, it is crucial to be prepared for the future. Contact Scott Hopper today to start planning for your next steps and ensure your financial security.
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New York Life
● OpenNew 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.
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Bankers Life
● ClosedBankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!
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Unidos Tax Preparation & Immigration Services
● ClosedUnidos Tax Preparation & Immigration Services is a trusted institution located at 504 West School Avenue in Visalia, California. Specializing in accounting and finance, our experienced team provides efficient tax preparation and immigration services for individuals and businesses in the Visalia area. Our goal is to help our clients limit their tax liability and maximize their tax savings, while also providing peace of mind and financial security. We customize our services to meet the unique needs of each client, ensuring that we not only think of ideas, but make them happen. Trust Unidos Tax Preparation & Immigration Services for all your financial needs in Visalia, CA.
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Exchange Bank
● ClosedExchange Bank, located at 545 4th Street in Santa Rosa, California, is a trusted institution offering a range of financial services including ATM access, banking, and finance solutions. With a history spanning over 133 years, we pride ourselves on being a local community bank dedicated to supporting individuals and businesses in our area. When you bank with Exchange Bank, you're not just a number - you're a valued member of our community. Our commitment to helping you achieve your financial goals sets us apart from national and regional banks. Whether you're looking to boost your bottom line, plan for the future, or pursue big dreams, our team is here to guide you every step of the way.
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Lisa Simmons - State Farm Insurance Agent
● ClosedWelcome to Lisa Simmons - State Farm Insurance Agent located at 13658 Hawthorne Boulevard in Hawthorne, California. Our experienced team is dedicated to providing exceptional service and meeting all of your insurance needs. Whether you're looking for Automobile, Motorcycle, Earthquake, Health, Business, or Life Insurance, we've got you covered. With over 30 years of experience in the industry, we are committed to helping you save money with our insurance products. As a State Farm agent, I have received various honors and awards, including recognition for outstanding community service. I am also actively involved in The Randal D. Simmons Outreach Foundation, a nonprofit organization focused on helping at-risk youth with academic achievements.
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Alfredo Gonzalez Jr. - State Farm Insurance Agent
● ClosedAlfredo Gonzalez Jr. - State Farm Insurance Agent is an insurance agency located at 10844 Atlantic Avenue in Lynwood, California, United States. Our office is conveniently situated on Atlantic Avenue between Abbott Rd and Imperial Hwy, across the street from McDonalds. We offer a range of insurance services including auto, life, health, and more. Our agency has been serving customers since 2007 and our State Farm Agent in Lynwood since 2013. We are licensed to do business anywhere in the state and have clients from California, Arizona, and Oregon. As a State Farm representative, we offer commercial auto insurance, life insurance, health insurance, and pet insurance. Our mission is to help individuals manage risk through personalized insurance and financial service options. We strive to be there for our customers when they need us most and to make our community a better place through information and involvement.
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Bankers Life
● ClosedBankers Life, located at 4900 California Avenue in Bakersfield, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare, planning for long-term care is essential. At Bankers Life, we can help you prepare for the future and have important discussions with your loved ones. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and a rewarding career helping your community. Come achieve more with us at Bankers Life!
4900 California Ave Ste 430A, Bakersfield, CA 93309, United StatesAdvertisements -
Bankers Life
● ClosedBankers Life, located at 3030 Saturn Street in Brea, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones.
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Auto International Insurance
● ClosedAuto International Insurance Agency, Inc. is a trusted insurance agency located at 955 South Alvarado Street in Los Angeles, California. Specializing in Auto, Home, Motorcycle, and Commercial Insurance, our dedicated team is committed to providing you with the peace of mind knowing that your assets are properly covered. We work closely with our clients to build a comprehensive portfolio of policies that meet their individual needs and ensure they are protected properly. In addition to our insurance services, we also believe in the importance of financial literacy for small business owners. As April is Financial Literacy Month, we encourage all business owners to learn more about budgeting basics and the fundamentals of financial management to achieve success.
955 S Alvarado St # A, Los Angeles, CA 90006, United States -
Loyalty One Insurance Solutions LLC
● ClosedLoyalty One Insurance Solutions LLC is a reputable insurance agency located in San Clemente, California. Our mission is to build a healthy community one insured individual at a time. We offer the most innovative and effective policy plans in the industry, working directly with the largest and most reputable carriers in the nation. With our strong relationships and industry knowledge, we are able to provide the most competitive pricing for our clients. Trust Loyalty One Insurance Solutions LLC for all your health insurance needs, as no other company can offer you a lower quote than us.
638 Camino De Los Mares Suite #H130-435, San Clemente, CA 92673, United StatesAdvertisements -
Auto International Insurance
● ClosedAuto International Insurance Agency, located at 17412 Beach Boulevard in Huntington Beach, California, specializes in providing a wide range of insurance services including Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to ensuring that you have the peace of mind knowing that your assets are properly covered. We work with you to create a comprehensive insurance portfolio that meets your specific needs and discuss all available options to guarantee that you are adequately protected. In addition to our insurance services, we also place a strong emphasis on financial literacy, particularly for small business owners. As April is Financial Literacy Month, we believe it is the perfect time to educate small business owners on budgeting basics and the importance of sound financial management. We understand the challenges that come with managing finances for a small business and are here to provide guidance and support.
17412 Beach Blvd, Huntington Beach, CA 92647, United States -
Care More Insurance Services
● ClosedCare More Insurance Services is an insurance agency located at 18000 Studebaker Road, Cerritos, California, United States. They offer services for Medicare Advantage members in Arizona, California, Nevada, and Virginia, including access to doctors, care centers, dialysis centers, hospitals, skilled nursing facilities, and urgent care centers. Patients at Care More Insurance Services are at the center of care, with doctors and nurses who not only care for their patients' physical health but also take the time to understand their emotional, nutritional, and financial needs. Advanced Primary Care at Care More Insurance Services focuses on whole-person care, providing personalized care plans that address all aspects of a patient's health. With nationally recognized disease prevention and management programs, evidence-based care, and healthy living programs, patients can reach their health goals faster. The Carelon Health Patient Portal and App allow patients to manage their health conveniently and access their personalized care plan. Care More Insurance Services believes in personalized, friendly, and effective healthcare, providing a better way to feel better for their patients. Testimonials from patients highlight the life-changing impact of the care received at Care More Insurance Services. Whether patients are looking to maintain their health or manage a chronic condition, Care More Insurance Services offers comprehensive, coordinated care to help them achieve their health goals.
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New York Life
● OpenNew York Life, located at 6690 Alessandro Boulevard, Riverside, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, providing tailored solutions to help you protect your family and prosper financially. Their commitment to community engagement and charitable giving sets them apart as a purpose-driven company dedicated to making a positive impact at both local and national levels. Visit New York Life to learn more about their offerings and find an agent who can help you navigate your financial future.
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Eric Smith - State Farm Insurance Agent
● ClosedEric Smith - State Farm Insurance Agent is a trusted insurance agency located at 12555 High Bluff Drive, San Diego, California. They offer a range of insurance products and services to help protect what is important to the people of Del-Mar, North County, and Southern California. With a customer-centric focus, their dynamic team has over 50 years of collective experience in the industry. They aim to provide a distinct and delightful experience for their customers, ensuring that their needs are met and valued. In addition to insurance services, Eric Smith - State Farm Insurance Agent also provides valuable information on topics such as child identity theft, managing finances, and DIY auto maintenance. They prioritize customer security and privacy, advising against sharing sensitive personal information online.
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Kindred Insurance Solutions
● ClosedKindred Insurance Solutions is a reputable health insurance agency located at 2309 National Avenue in San Diego, California. We specialize in providing comprehensive and personalized insurance solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and families find the right coverage at the best possible rates. Whether you are looking for health insurance for yourself or your loved ones, Kindred Insurance Solutions is here to help you navigate the complex world of insurance and find the perfect policy for your needs. Contact us today to learn more about how we can assist you in protecting your health and financial well-being.
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