The 30 Best Financial planning ca in Lakewood, California
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Montana Capital Car Title Loans
Montana Capital Car Title Loans is a finance institution located at 5715 Lakewood Boulevard in Lakewood, California, United States. Whether you apply online or by phone, Montana Capital is dedicated to helping you secure a fast and reliable cash loan using your car title. Depending on the value of your car, the amount of money you need, and your ability to repay, you could receive up to $50,000. Your funds can be sent directly to your bank account, debit card, or picked up at a MoneyGram location near you. Pacific Audio- Lakewood offers GPS installation and removal services for Montana Capital Car Title Loans customers at their store located at 5715 Lakewood Blvd. If you are in need of GPS device services in Lakewood, stop by Pacific Audio- Lakewood for exceptional customer service. Montana Capital Car Title Loans does not issue loans at this location.
Josh Sterling, Wealth Strategist at Camas Advice
Josh Sterling, Wealth Strategist at Camas Advice, is a trusted insurance agency located at 8733 Lakewood Drive in Windsor, California, United States. With a focus on providing personalized wealth management solutions, Josh Sterling helps clients navigate the complexities of financial planning and insurance. Whether you are looking to protect your assets, plan for retirement, or grow your wealth, Josh Sterling and his team at Camas Advice are dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and start building a secure financial future.
Pam Aberle - State Farm Insurance Agent
Pam Aberle - State Farm Insurance Agent is a trusted insurance agency located at 1373 Lakewood Mall in Lodi, California. Our office, conveniently situated across from Rick's Pizza, offers a range of insurance products and services to meet your needs. Our experienced Office Manager, Hugo, is bilingual in English and Spanish and can assist you with all your insurance needs. Whether you're looking for life insurance, annuities, or pet insurance, we have you covered. With a focus on financial goals and budgeting, we provide tips to help you gain better control of your business and personal budgets. Additionally, we offer information on DIY auto maintenance to help combat rising repair costs. For your convenience and protection, please refrain from including sensitive personal information when contacting us. Contact us at (209) 369-0900 if you require assistance with accessibility. Remember, State Farm is dedicated to providing reliable insurance solutions and does not endorse third-party sites or products. Let us help you protect what matters most.
Susie Atwood - State Farm Insurance Agent
Susie Atwood - State Farm Insurance Agent is a reputable insurance agency located at 5624 2nd Street in Long Beach, California. As an experienced State Farm agent, Susie Atwood offers a range of insurance products including auto, life, and financial services. With over 30 years in the industry, Susie and her dedicated team, Recki, Michele, and Dina, are committed to providing exceptional service to customers in Long Beach, Lakewood, Signal Hill, Seal Beach, and Orange County. Whether you need assistance with auto insurance, home insurance, life insurance, or business insurance, the team at Susie Atwood is here to help. They also offer in-person and virtual appointments to accommodate your schedule. Susie Atwood's personal journey from Olympic swimmer to successful State Farm agent reflects her dedication to the Long Beach community. She values local businesses and actively supports charitable organizations like the Joy of Giving/Spark of Love toy drive. Additionally, she is a member of the Long Beach Century Club and serves on the board for the Los Altos YMCA.
Sonny Anderson - State Farm Insurance Agent
Sonny Anderson - State Farm Insurance Agent is a full-service insurance agency located at 4166 Norse Way in Long Beach, California. We proudly serve Lakewood, Hawaiian Gardens, Cypress, Bellflower, and surrounding areas in Los Angeles County. Our team of highly skilled professionals is dedicated to providing outstanding service and protecting what's important to our customers. Whether you need car insurance, life insurance, ATV insurance, motorcycle insurance, or pet insurance, we are here to help. We also specialize in assisting residents relocating to the Los Angeles and Orange County areas. Additionally, we serve clients in Arizona, Nevada, and Oregon. If you are moving to Long Beach or the surrounding areas, give us a call for a free Personal Price Plan. Our licensed Insurance Professionals are ready to assist you with your specific insurance needs and offer a range of Financial Service products. Our mission is to protect what matters most to you and be there when you need us the most.
Josette Utke - State Farm Insurance Agent
Josette Utke - State Farm Insurance Agent is an insurance agency located at 5503 South Street, Lakewood, California, United States. Celebrate Life Awareness Month by giving your loved ones the gift of Life Insurance. Whether you need Auto insurance, Life insurance, Health insurance, Homeowners insurance, Motorcycle insurance, or Small Business insurance, our bilingual Spanish-speaking team is here to help. With over 20 years of experience in the security industry, Josette Utke understands the importance of family time and is dedicated to helping you protect what matters most. Stop by our office or give us a call to see how we can assist you with your insurance and financial services needs. We also serve California, Arizona, and Nevada. Don't forget to download the State Farm mobile app for easy access to self-service tools. Remember, drinking and driving can have serious consequences, so make sure to avoid the dangers by following our tips. For more information, visit our website or contact us at (562) 866-3749.
Farmers Insurance - Tony Sanchez
Farmers Insurance - Tony Sanchez is an insurance agency located at 11136 Del Amo Boulevard in Lakewood, California. As your local Farmers® agent, Tony Sanchez helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Tony has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. Whether it's your home, car, life, or business, Tony Sanchez can help you create a personalized insurance plan to ensure you have the coverage you need.
Farmers Insurance - Francisco Solorzano
Farmers Insurance - Francisco Solorzano, also known as Paco, is your local Farmers Insurance® agent located in Lakewood, California. Our agency is dedicated to educating and assisting clients in tailoring insurance coverage to meet their specific needs. We strive to simplify the complexities of insurance and provide excellent customer service to all our clients. At the Solorzano Insurance Agency, we prioritize building long-lasting relationships with our clients to make them feel like family. Our insurance products include auto, home, life, business, workers compensation, earthquake insurance, and more. Visit our office in Lakewood, across from Long Beach's Heartwell Park Golf Course, or give us a call to learn more and get a quote. Contact us to discuss your insurance needs and let us help you create a plan for a secure financial future.
Farmers Insurance - Irma Garcia
Farmers Insurance - Irma Garcia is a trusted insurance agency located at 2725 Candlewood Street in Lakewood, California, United States. As a local Farmers® agent, Irma Garcia helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, life insurance, or workers compensation. With over 80 years of experience, Farmers® provides reliable insurance products to protect your most valuable possessions. Irma Garcia is a Founding Member of BNI Professional Alliance, offering resources to assist clients with homeowner issues. From comprehensive coverage to medical payments and deductibles, Irma can simplify the process of selecting the right insurance coverage for your budget. You can also explore insurance discounts to save money on your premiums.
Linda Tysol - State Farm Insurance Agent
Linda Tysol - State Farm Insurance Agent is a trusted insurance agency located at 4136 South Street in Lakewood, California, United States. With over 40 years of experience, Linda Tysol and her team are dedicated to helping customers with their Auto, Life, and Health insurance needs in the Los Angeles and Orange County areas, as well as in Arizona. Linda Tysol is a long-time resident of the Lakewood and Long Beach community, and is actively involved in her local church and enjoys spending time with her family. The agency's vision is to be recognized as a caring group of professionals who go the extra mile for their customers.
Irma Quezada: Allstate Insurance
Irma Quezada: Allstate Insurance is a trusted insurance agency located at 5536 South Street in Lakewood, California. With a focus on providing reliable coverage and exceptional customer service, Irma Quezada and her team are dedicated to helping clients protect what matters most. Whether you're in need of auto, home, life, or business insurance, you can count on Irma Quezada: Allstate Insurance to provide personalized solutions tailored to your specific needs. Contact them today to learn more about their comprehensive insurance offerings and start securing your future.
Farmers Insurance - Veronica Ramirez
Farmers Insurance - Veronica Ramirez is an insurance agency located at 5437 South Street, Lakewood, California, United States. As your local Farmers® agent, Veronica Ramirez helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Veronica provides personalized and straightforward assistance to ensure you are well-informed about your insurance options. With over 80 years of experience, Farmers® has a proven track record of providing reliable insurance products. From comprehensive coverage to competitive rates, Veronica is dedicated to helping you protect what matters most. Contact Farmers Insurance - Veronica Ramirez today for a consultation on how to secure your financial future.
Samuel II Gonzales: Allstate Insurance
Samuel II Gonzales: Allstate Insurance is a reputable insurance agency located at 11401 East Carson Street in Lakewood, California. With a commitment to providing quality insurance products and personalized service, this agency is dedicated to helping individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, the experienced team at Samuel II Gonzales: Allstate Insurance is here to assist you every step of the way. Trust in their expertise and knowledge to find the right coverage options for your specific needs. Visit their office today to learn more about how they can help you secure your future.
Farmers Insurance - Grace Vega
Farmers Insurance - Grace Vega is a local insurance agency located at 2725 Candlewood Street in Lakewood, California, United States. As your Farmers agent, Grace Vega is dedicated to helping customers find the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Grace has the knowledge and experience to guide you through the process and help you make informed decisions about your coverage options. With over 80 years of experience, Farmers Insurance has a solid reputation for providing reliable insurance products to protect your most valuable assets. From comprehensive car insurance to affordable renters insurance, Grace Vega can help you find the right coverage at competitive rates. Additionally, she can assist you with life insurance, condo insurance, umbrella insurance, and financial planning services to help you secure a stable future. Contact Grace Vega today for personalized assistance and to learn more about the insurance options available to you.
Farmers Insurance - Richard Welsh
Farmers Insurance - Richard Welsh is a trusted insurance agency located at 2725 Candlewood Street, Lakewood, California, United States. As your local Farmers® agent, Richard Welsh has over 29 years of experience in providing personalized insurance coverage for both business and personal needs. Whether you need auto, home, life, renters, business, or condo insurance, Richard Welsh can help you navigate through the various coverage options to find the best fit for your budget and requirements. With Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other reputable insurers backing the policies, you can rest assured that your valuable assets are protected in case of any unforeseen events. Additionally, Farmers Financial Solutions, LLC offers investment services to help you build a solid financial plan for a secure future.
Farmers Insurance - Michael Segura
Farmers Insurance - Michael Segura is an insurance agency located at 2725 Candlewood Street, Lakewood, California, United States. As your local Farmers agent, Michael Segura helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business, or life insurance, Michael has the knowledge and experience to guide you through the process and help you understand your options. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions, offering competitive rates and discounts. In addition to personal insurance, Farmers Insurance also offers business insurance to protect your investment and reduce risk. Contact Michael Segura today for a personalized insurance plan to help secure your future.
Saylor Insurance Agency
Saylor Insurance Agency is a trusted insurance agency located at 4909 Lakewood Boulevard in Lakewood, California. Our experienced team is dedicated to providing personalized insurance solutions to meet the needs of individuals and businesses in the community. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your unique requirements. Contact us today to receive a free quote and learn more about how we can protect what matters most to you.
Farmers Insurance - Lizzie Castro
Farmers Insurance - Lizzie Castro is an insurance agency located at 2725 Candlewood Street, Lakewood, California, United States. As your local Farmers® agent, Lizzie Castro helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business insurance, and more. Castro can help you understand coverage options, deductibles, and discounts to save you money. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Castro can customize a plan to reduce your risk and protect your investment. Farmers Insurance also offers financial services to help you build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for your assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates underwrite the insurance policies offered by Farmers Insurance - Lizzie Castro. Contact Castro for a personalized insurance quote and start protecting what matters most to you.
Farmers Insurance - Analuz Zuniga
Farmers Insurance - Analuz Zuniga is an insurance agency located at 5230 Clark Avenue, Lakewood, California, United States. Analuz Zuniga is a licensed agent (CA Lic. #0I08656) who helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Analuz Zuniga can provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. In addition to standard insurance policies, Farmers Insurance also offers umbrella insurance for added protection. For financial planning and investment options, Farmers Insurance and Financial Services can help you build a solid financial plan to reach your goals. Contact Analuz Zuniga today for more information or to get a quote on insurance coverage tailored to your needs.
HOME OWNERS UNIVERSITY
Home Owners University is a premier institution located at 4192 Woodruff Avenue in Lakewood, California, United States. Serving as both a real estate agency and a university, Home Owners University offers a wide range of courses and services to help individuals navigate the complex world of homeownership. From buying and selling homes to property management and investment strategies, our experienced faculty and staff are dedicated to providing the knowledge and resources needed to succeed in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Home Owners University is your go-to destination for all things related to homeownership.
Susan Smith - State Farm Insurance Agent
Susan Smith - State Farm Insurance Agent is a reputable insurance agency located at 4154 Lincoln Avenue in Cypress, California. Our office is on the 2nd story, with Lakewood Nursery located on the South Side of the parking lot. As a State Farm Agent, I take pride in assisting customers in my local community and throughout California. I have been serving in my Agency since 1990, and I hold a BS degree from Hartwick College in New York State. I obtained my CLU designation to better serve State Farm Customers.
Unified Wealth Advisors
Unified Wealth Advisors, located at 8733 Lakewood Drive in Windsor, California, is a leading finance institution dedicated to helping individuals manage their wealth with sensitivity and skill. With a wide range of services, we strive to help your financial affairs flourish by keeping your best interests at the heart of every decision. Our team of experienced advisors is committed to providing you with the confidence and peace of mind that comes with knowing your goals are our top priority. Whether you need a check-up, a second opinion, a complete evaluation of your investment needs, or a customized wealth plan, we are here to help you make the right choices. We understand the importance of managing risk while maximizing financial opportunities, and we are dedicated to simplifying the process for you so that you can focus on the more important things in your life. Don't wait to invest in your future. Contact Unified Wealth Advisors today to receive your complimentary portfolio risk analysis and take the next step towards securing your financial well-being. Our advisors are registered representatives with LPL Financial and offer investment advice through Mariner Independent Advisor Network, LLC. We are here to guide you on your financial journey and help you achieve your long-term goals.
Truong Accounting Services
Truong Accounting Services is a boutique accounting firm located in Sonoma County at 8911 Lakewood Drive, Windsor, California, United States. Specializing in accounting and finance, our firm offers a wide range of services for individuals and businesses. Our experienced associates have a solid background in various fields such as non-profit organizations, legal & professional services, real estate, retail automotive sales, wineries, and restaurants. We pride ourselves on staying up-to-date with ever-changing tax laws and provide tax preparation, research, planning/strategies, and IRS resolution services. Our accounting experts offer full charge bookkeeping services, accounting systems setup, personal financial statements, bank reconciliations, accounts payable, and various business filings.
Pollaro & Associates
Pollaro & Associates is a reputable accounting and finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. With a team of experienced professionals, Pollaro & Associates provides a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Clients can trust Pollaro & Associates to provide accurate and reliable financial guidance to help them achieve their financial goals.
1st Choice Tax and Accounting Services
1st Choice Tax and Accounting Services is a reputable institution located at 12739 Lakewood Boulevard in Downey, California. Specializing in accounting and finance services, they are committed to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, and financial planning. Whether you are looking for assistance with your personal finances or need help managing your business accounts, 1st Choice Tax and Accounting Services is the perfect choice for all your financial needs.
Uplevel Business Services
Uplevel Business Services is a trusted accounting and finance institution located at 9900 Lakewood Boulevard in Downey, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help businesses thrive and succeed. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to help you reach your financial goals. Contact us today to learn more about how Uplevel Business Services can support your business.
Geoff Delahanty - Thrivent
Geoff Delahanty - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and Dedicated Planning Services for a fee. They are a subsidiary of Thrivent Financial for Lutherans and operate under the marketing name Thrivent. For more information on their services and financial advisors, visit their website or FINRA's Broker Check.
Cody Hale - Thrivent
Cody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.
Kelsey Esswein - Thrivent
Kelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
Bill Marsaglia - Thrivent
Bill Marsaglia - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. The institution is licensed in multiple states including CA, CO, ID, MI, and OH. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only licensed financial advisors are credentialed to provide investment advisory services. For more information about Thrivent's financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit Thrivent.com/designations for information on professional designations and their requirements.
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