TOP 30 Financial planning california in Union City, California

343 results found

Legacy Benefits & Insurance Services is a health insurance agency located at 6929 Sunrise Boulevard in Citrus Heights, California. We specialize in helping individuals and small to medium-sized employers with their health insurance and other benefit needs. Our team conducts thorough analyses to find the best plan that fits your lifestyle and budget. For employers, we assist in developing attractive benefits packages that include health, dental, vision plans, and voluntary benefits to retain top talent. We provide custom Market Analysis annually to ensure you have selected the best plan for your employees. Our unique 2 Step Enrollment Process ensures that your employees receive the attention they deserve. We offer quotes for Covered CA and plans directly from all health insurance carriers, including Medicare Supplements and Advantage Plans.

Yosemite Farm Credit-Los Banos is a finance institution located at 530 Washington Avenue in Los Banos, California, United States. Specializing in agricultural lending, Yosemite Farm Credit-Los Banos provides financial services and support to farmers and ranchers in the region. With a focus on helping agricultural businesses thrive, they offer a range of loan options and financial solutions tailored to the specific needs of their clients. With a commitment to exceptional customer service and expertise in the agricultural industry, Yosemite Farm Credit-Los Banos is a trusted partner for farmers looking to grow and succeed.

Lynell Holden - Mobile Notary Public is a trusted institution located at 315 East Esplanade Avenue, Moreno Valley, California. Specializing in finance, Lynell Holden offers notary services to screen signers of important documents, ensuring their true identity and willingness to sign without duress. With a commitment to impartiality, Lynell Holden serves clients in Riverside, San Bernardino, Solano, Napa, Yolo, and Contra Costa counties. Available 7 days a week by appointment only, Lynell Holden has completed the National Notary Association Notary Signing Agent Course and Exam, providing comprehensive protection and confidentiality to clients. With a passion for customer service and attention to detail, Lynell Holden has successfully performed numerous loan signings, refinance signings, and more since 2006. Showcasing expertise in completing tasks correctly the first time, Lynell Holden welcomes clients from all walks of life. Military personnel can enjoy a free Signature Notarization by showing their military ID. Contact Lynell Holden for professional and reliable notary services.

Montana Capital Car Title Loans, located at 12047 Paramount Boulevard in Downey, California, offers fast and secure cash loans using your car title as collateral. With the potential to receive up to $50,000 depending on the value of your car and your ability to repay, you can have the money sent directly to your bank account, debit card, or pick it up at a nearby MoneyGram location. The Downey branch has been providing title loans since December 2018, offering supreme customer service to residents in need of quick financial assistance. Whether you have a troubled credit history or just need extra cash, a car title loan can be a great solution without the hassle of traditional banks or credit unions. With Montana Capital Car Title Loans, you can keep driving your vehicle while using it as collateral for the loan. The application process is simple and amounts range starting at $2600 based on the value of your vehicle and ability to repay. Even with bad credit, Montana Capital Car Title Loans can help you get the money you need. Apply online or by phone today to get started on your loan application.

SDCCU La Costa Branch is a convenient financial institution located at 7630 Via Campanile in Carlsbad, California. As part of San Diego County Credit Union (SDCCU), this branch offers a range of banking services including ATM access, personal and business banking, loans, and financial planning. Whether you're looking to deposit funds, withdraw cash, or speak with a financial advisor, SDCCU La Costa Branch is here to help you achieve your financial goals. Visit us today to experience top-notch customer service and secure banking options.

The SDCCU Escondido Civic Center Branch is a convenient financial institution located at 150 East Valley Parkway in Escondido, California. As a branch of San Diego County Credit Union, this location offers a range of banking services including ATMs, personal and business accounts, loans, mortgages, and investment options. With a focus on providing excellent customer service and convenient access to financial resources, the SDCCU Escondido Civic Center Branch is a trusted partner for individuals and businesses in the community.

The SDCCU Carmel Mountain Branch is a convenient financial institution located at 12330 Carmel Mountain Road in San Diego, California, United States. This branch offers a range of banking services including ATM access, personal and business accounts, loans, and financial planning. With a focus on customer service and community involvement, SDCCU is a trusted institution for all your financial needs. Visit us today to experience our commitment to excellence in banking.

SDCCU El Cajon Branch is a convenient banking institution located at 312 West Main Street in El Cajon, California. As a part of San Diego County Credit Union, this branch offers a range of financial services including ATMs, banking services, and financial planning assistance. Whether you need to deposit funds, withdraw cash, or speak with a financial advisor, SDCCU El Cajon Branch is here to help you manage your finances effectively. Visit us today to experience top-notch customer service and secure banking options.

US Bank Mortgage is a reputable financial institution located in Union City, California, United States. Specializing in mortgage services, US Bank Mortgage offers a wide range of loan options to help individuals achieve their dream of homeownership. With a team of experienced professionals, US Bank Mortgage provides personalized guidance and support throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, US Bank Mortgage is committed to helping you secure the best financing solution for your needs.

Logix - Tarzana Branch is a financial institution located at 18700 Ventura Boulevard in Los Angeles, California, United States. As a branch of Logix Federal Credit Union, it offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Logix - Tarzana Branch is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

First Foundation Bank is a financial institution located at 2625 Whispering Pines Drive in Running Springs, California, United States. Our Running Springs Branch specializes in serving our customers with a range of deposit and loan products. We are a Member of FDIC and an Equal Housing Lender, offering investment and advisory services through First Foundation Advisors, an SEC-Registered Investment Advisor. Trust and Insurance Services are also available through First Foundation Bank. Please note that by accessing certain links, you will be leaving our website and entering a website hosted by another party. We encourage you to review the privacy and security policies of the site you are entering, as they may differ from those of First Foundation Bank.

The SDCCU Chula Vista Branch is a convenient financial institution located at 303-1 H Street in Chula Vista, California. As an ATM, bank, and finance center, this branch offers a range of services to help you manage your money and achieve your financial goals. Whether you need to withdraw cash, deposit a check, or speak with a financial advisor, the friendly and knowledgeable staff at SDCCU Chula Vista Branch are here to assist you. Visit us today to experience top-notch customer service and access to a wide variety of financial products and services.

Bridge Law LLP is a prestigious law firm located at 2 Union Square in Union City, California, United States. Specializing in domestic and international counsel for families and businesses, our award-winning estate planning attorneys are experts in designing robust asset protection plans to safeguard your legacy and wealth. We can help you restructure and save on various taxes such as property taxes, income taxes, capital gain taxes, estate taxes, gift taxes, and generation-skipping transfer taxes. Our team of corporate lawyers can handle all your legal business needs, including business formations, mergers & acquisitions, and tax planning. We also have a dedicated team of international law attorneys who excel at integrating local and foreign regulations to meet each client's unique business objectives.

Lincoln Benefit Life Co is an insurance agency located at 2608 Central Avenue in Union City, California, United States. With a commitment to providing reliable and comprehensive insurance solutions, Lincoln Benefit Life Co offers a range of products and services to meet the diverse needs of its clients. Whether you are looking for life insurance, retirement planning, or investment options, the experienced professionals at Lincoln Benefit Life Co are dedicated to helping you secure your financial future. Trust in Lincoln Benefit Life Co for personalized service and expert guidance in navigating the complex world of insurance.

Farmers Insurance - Daphne Delos Santos is an insurance agency located at 33515 Western Avenue in Union City, California. As a local Farmers® agent with over 16 years of experience, Daphne Delos Santos helps customers identify insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Daphne can provide personalized guidance to make you smarter about insurance. With a focus on comprehensive coverage, collision coverage, deductibles, and medical payments, Daphne can help you navigate the complexities of selecting the right car insurance coverage. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts for home insurance.

Farmers Insurance - Patrick Rodriguez is a local insurance agency located at 37675 Niles Boulevard in Fremont, California, United States. The agency services the cities of Fremont, Newark, Union City, and Hayward, providing insurance coverage for small business owners, homeowners, and individuals. Since 2017, the Patrick Rodriguez Insurance Agency has been dedicated to offering affordable and quality insurance from Farmers Insurance to clients all over California. Patrick Rodriguez aims to educate the local community on how to protect their assets and provide world-class service to all clients. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Additionally, the agency provides financial services to help clients build a solid financial plan for the future. For more information or to get a quote, clients can contact Patrick Rodriguez directly.

Farmers Insurance - Elizabeth Banuelos is an insurance agency located at 33125 Mission Boulevard in Union City, California, United States. As a local Farmers agent, Elizabeth Banuelos helps customers identify the insurance coverage that best suits their needs. Whether it's auto, home, renters, business insurance, or more, Elizabeth has the knowledge and experience to guide you through the process and make you smarter about insurance. With over 80 years of experience, Farmers Insurance provides comprehensive coverage for your car, home, life, renters, business, and more. Elizabeth can help you understand your coverage options, select the right insurance for your needs and budget, and provide competitive rates with multi-line insurance discounts.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Rachel Bhan - State Farm Insurance Agent is an insurance agency located at 1625 North Capitol Avenue in San Jose, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage to ensure proper protection for you and your family. With 24 years of experience serving the communities of San Jose, Milpitas, Fremont, Union City, and Santa Clara, Rachel Bhan is dedicated to providing exceptional service and personalized care. The agency offers insurance and financial services in English, Spanish, and Hindi, catering to a diverse clientele. Beyond insurance, Rachel Bhan is actively involved in supporting the community, particularly immigrant families, by providing essential services and resources. The agency's commitment to giving back extends to various charitable initiatives, including building a preschool and working with homeless shelters. Whether you need auto insurance, home insurance, life insurance, small business insurance, or renters insurance, Rachel Bhan and her licensed team are ready to assist you.

Farmers Insurance, located at 3995 Smith Street, Union City, California, is your local insurance agency dedicated to helping you find the coverage that best suits your needs. Whether you're looking for auto, home, renters, business insurance, or more, our experienced agents are here to guide you through the process and provide personalized solutions. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line discounts to help you save money while protecting what matters most to you. Contact us today for a quote and start building a secure financial plan for your future.

Tax Champion Inc. is a leading accounting and finance institution located at 31080 Union City Boulevard in Union City, California, United States. Our team of experts specializes in tax preparation, bookkeeping, and financial planning services to help individuals and businesses navigate the complex world of taxes and finances. With years of experience and a commitment to excellence, Tax Champion Inc. is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

H&K Tax Services, INC is a trusted accounting and finance institution located at 31841 Alvarado Boulevard in Union City, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or representation, H&K Tax Services, INC is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Liberty Tax is a financial institution located at 33412 Alvarado-Niles Road in Union City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, understanding tax laws, or planning for the future, Liberty Tax is here to help.

Farmers Insurance - Jessie Navarro is an insurance agency located at 1426 Aviation Boulevard, Redondo Beach, California, United States. Our team of licensed agents has been serving the Manhattan, Hermosa, and Redondo beach cities for over 13 years. We specialize in custom insurance policies for various home types in the South Bay area, including townhomes, condos, HOA's, and single-family homes. As a sponsor of Redondo Union High school sports activities, we are dedicated to serving the community for many more years to come. We offer comprehensive coverage for auto insurance, home insurance, life insurance, renters insurance, business insurance, and condo insurance. Our goal is to provide personalized insurance solutions to meet your needs and budget. With over 80 years of experience, Farmers Insurance has a proven track record of protecting your most valuable possessions.

Yosemite Farm Credit's Administrative Office, located at 806 West Monte Vista Avenue in Turlock, California, is a trusted financial institution serving the agriculture community in the United States. Our dedicated team of professionals is committed to providing personalized financial solutions to help farmers and ranchers achieve their goals. With a focus on agricultural lending, we offer a range of financial products and services tailored to meet the unique needs of our customers. Visit us today to learn more about how Yosemite Farm Credit can help you succeed in the agricultural industry.

SDCCU San Marcos Branch is a convenient financial institution located at 790 West San Marcos Boulevard in San Marcos, California, United States. This branch offers a range of banking services including ATM access, personal and business accounts, loans, and financial planning assistance. With a commitment to providing excellent customer service and competitive rates, SDCCU San Marcos Branch is a trusted choice for all your banking needs. Visit us today to experience the convenience and reliability of SDCCU.

Associated Professional Advisors is a renowned institution located at 205 Union Avenue in Santa Maria, California, United States. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing high-quality financial services and advice to individuals and businesses alike. With a commitment to excellence and a personalized approach, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today to see how Associated Professional Advisors can help you with all your accounting and finance needs.

The U.S. Bank Branch located at 5190 Hollister Avenue in Goleta, California, is a trusted institution offering a wide range of banking and financial services. Whether you are looking to open a checking account, apply for a loan, or invest in your future, our knowledgeable staff is here to assist you every step of the way. With a commitment to customer service and a strong presence in the community, U.S. Bank Branch is dedicated to helping you achieve your financial goals. Visit us today to experience the convenience and reliability of banking with us.

SDCCU Rancho Penasquitos Branch is a convenient financial institution located at 13179 Black Mountain Road in San Diego, California. As a part of San Diego County Credit Union, this branch offers a range of banking and financial services to its customers. Whether you need to withdraw cash from the ATM or speak with a financial advisor, SDCCU Rancho Penasquitos Branch is here to help. Visit us today for all your banking needs.