Financial planning for individuals in Orange, California

Farmers & Merchants Bank is a trusted financial institution located at 1220 East Katella Avenue in Orange, California. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, and investment options. Our convenient ATM services make accessing your money quick and easy. With a commitment to personalized customer service and a long history of serving the community, Farmers & Merchants Bank is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the difference of banking with a trusted institution.

U.S. Bank Branch located at 2684 North Tustin Street in Orange, California, is a trusted financial institution providing a wide range of banking and financial services to its customers. From checking and savings accounts to loans and investment options, U.S. Bank Branch offers personalized solutions to help individuals and businesses achieve their financial goals. With a commitment to excellent customer service and a strong presence in the community, U.S. Bank Branch is a reliable choice for all your banking needs.

Gary Mickey - C2 Reverse Mortgage is a finance institution located at 30267 Moon Star Circle in Menifee, California, United States. Gary Mickey is a Certified Reverse Mortgage Professional with the knowledge and competency to help seniors benefit from reverse mortgages. With a focus on aging in place, Gary provides personalized service to determine if a reverse mortgage is right for you and your family. As one of only 158 individuals with the CRMP designation, Gary upholds high standards of ethical and professional practice in the industry. The institution offers valuable resources on their website, including a Q&A section and Learning Center. With experience in purchasing his own home with a reverse mortgage, Gary understands the advantages firsthand. Serving the Inland Empire from his office in Menifee, Gary provides a local advantage to clients. The available loan amount depends on various factors, and borrowers must be 62 or older to utilize a reverse mortgage. With a focus on sustainability, the loan to value percentages are typically less than a forward mortgage. Heirs have options regarding the disposition of the property once the last surviving borrower passes away. The institution is licensed by the California Bureau of Real Estate and is an Equal Opportunity Mortgage Broker/Lender. Gary serves various locations in Southern California, including Menifee, Temecula, Lake Elsinore, Murrieta, Hemet, Oceanside, San Diego, Corona, Riverside County, Orange County, and San Diego County.

California Business Bank is Orange County’s premier commercial bank, located at 3200 El Camino Real, Irvine, California. Our SBA programs offer consistency and flexibility, guiding you through a quick and easy application process. The Smart Safe Solution provides a safer way to do business with a CBB Branch inside. We offer commercial loans for small and large businesses in Orange County and beyond. As a Fin-Tech leader, we deliver innovative financial products and services to Southern California businesses and entrepreneurs. Our Leadership team brings a diverse banking background to support the vision of CBB. With products for every person and business, our checking and money market accounts are among the best in the nation. We tailor fit bank accounts to individual needs, offering specialized products for entrepreneurs, medical doctors, HOAs, insurance agents, agencies, and other small businesses. Visit our website for more information and to get started with California Business Bank.

CalPrivate Bank, located at 801 Orange Avenue in Coronado, California, offers a distinctively different banking experience. Our team of banking professionals provide personalized personal and business banking solutions to meet your needs. Whether you're looking for an ATM, bank services, or financial advice, CalPrivate Bank is here to help. If you need to report a lost or stolen ATM or Debit Card, our customer service team is available to assist you. Visit our Coronado branch today and experience the CalPrivate difference.

OC Trial Group, APC is a trusted law firm located at 2901 West Coast Highway in Newport Beach, California. With a focus on providing personalized representation, our team of top-rated attorneys specializes in trust and estate litigation, trust administration, probate litigation, and more. Legal issues can be overwhelming, especially when they involve matters related to estates, trusts, probate, real property, business, elder abuse, or personal injury. Our experienced attorneys understand the complexities of these issues and are dedicated to helping individuals and businesses in Orange County navigate through them.

Southern California Law Advocates P.C. is a finance and lawyer institution located at 1801 Parkcourt Place, Santa Ana, California, United States. Specializing in bankruptcy and estate planning, their experienced attorneys can help stop creditor calls, repossessions, and bank levies, allowing you to start living a debt-free life. They offer services in Orange County and Riverside, with offices in Santa Ana and Temecula. Their dedicated team can assist with probate cases to distribute assets of loved ones who have passed away without a will or living trust. Additionally, they provide guidance on protecting your money and assets, creating a plan for your family's future, and filing for Chapter 7 or Chapter 13 bankruptcy. With a focus on rebuilding financial futures, Southern California Law Advocates is committed to addressing clients' concerns and resolving their situations.

Brenda Hidalgo - State Farm Insurance Agent is a trusted insurance agency located at 1422 Cabrillo Avenue in Torrance, California. Specializing in providing coverage for homeowners, motorcycles, autos, life, health, and small businesses, Brenda Hidalgo and her bilingual Spanish-speaking team are dedicated to helping families protect what they work hard for. They are actively involved in the community, sponsoring youth sports teams and participating in local events. The team is committed to building lasting relationships with customers and future generations, prioritizing trust and education about insurance options. With a focus on providing coverage tailored to individual needs, Brenda Hidalgo and her team are available 24/7 to serve the Carson, Lomita, Redondo Beach, Palos Verdes, and Gardena areas, as well as Los Angeles and Orange County. Contact them for a free quote or visit their office in Downtown Torrance.

Ocean Estate Law - San Clemente, located at 100 South Ola Vista in San Clemente, California, is a trusted institution specializing in estate planning and probate law. Led by Certified Specialist Jennifer Elliott, the team at Ocean Estate Law has helped numerous Orange County families protect their assets and ensure their wishes are carried out without court interference. With over 20 years of experience, Jennifer and her team provide personalized and thorough estate planning services, ensuring every detail is carefully considered to safeguard your family's financial future for generations to come. Whether you need assistance with creating a trust, navigating probate court, or appointing a successor trustee, Ocean Estate Law is here to guide you through the process with professionalism and expertise. Clients praise Jennifer and her team for their responsiveness, professionalism, and ability to simplify complex legal matters. With a focus on strategic planning and creating customized estate plans, Ocean Estate Law is dedicated to helping clients minimize the risk of probate litigation and ensure their assets are protected. Contact Ocean Estate Law - San Clemente today to schedule a consultation and take the first step towards securing your family's financial future.

Christopher Gipe, Esq. is a dedicated Asset Protection & Estate Planning Law Firm located at 27201 Puerta Real in Mission Viejo, California. Led by founding attorney Christopher Gipe, the firm is committed to helping individuals and families in Orange County and throughout California overcome their vulnerabilities and protect their assets. As a husband and father of three, Christopher Gipe understands the importance of estate planning and the need for asset protection in today's uncertain world. With the increasing number of lawsuits, tax burdens, and unknown future challenges, traditional estate planning may not be enough. That's where asset protection comes in, providing an extra layer of security for you and your loved ones.

Nguyen Law Group, located at 1100 Town and Country Road in Orange, California, is a dedicated law firm that specializes in helping clients secure their futures and achieve financial stability. With a commitment to serving clients and their families for over 10 years, Nguyen Law Group is known for being the preferred choice in legal advocacy when it comes to complex personal financial hardships. The firm's Rancho Cucamonga lawyer is passionate about guiding clients through debt relief processes and has a proven track record of helping clients attain financial freedom, whether through bankruptcy filings or foreclosure defense. Clients have praised the firm for its professionalism, focus, and success in resolving their legal issues.

Sarita Bhasin - State Farm Insurance Agent is a trusted insurance agency located at 10751 South Street in Cerritos, California. Our dedicated team of insurance representatives is committed to providing personalized coverage and exceptional customer service to our Good Neighbors in Los Angeles and Orange counties. We have been recognized locally and nationally, earning multiple awards in 2020 and 2021. Our office offers a variety of insurance products, including Health, Life, Homeowners, Auto, Renters, and Business coverage. We are fluent in both English and Spanish to better serve our diverse community. Whether you are looking for car insurance, life insurance, health insurance, or more, please feel free to call, text, or visit our office for a free quote. Our team is here to help you find the perfect insurance plan for you and your family. We also offer the option to bundle home and auto policies for additional savings. If you are interested in Life Insurance, don't hesitate to ask us for more information.

Brownstone Law Group, PC. is a reputable institution located in Orange, California, United States, offering a wide range of services in accounting, finance, and legal matters. With a team of experienced professionals, they provide expert guidance and support to individuals and businesses in navigating complex financial and legal challenges. Whether you need assistance with tax planning, estate planning, business transactions, or litigation, Brownstone Law Group, PC. is committed to delivering personalized solutions tailored to meet your specific needs. Contact them today at 333 City Boulevard West to learn more about how they can help you achieve your financial and legal goals.

Located at 17100 Pioneer Boulevard in Artesia, California, Mike Park - State Farm Insurance Agent is a trusted insurance agency serving the Cerritos-Artesia and Los Angeles Orange County area. With a strong educational background from the University of California, Los Angeles, Mike Park is dedicated to providing personalized service and building strong customer relationships. With over 30 years of residency in the local community, the agency has a deep understanding of the area's needs and offers insurance options tailored to individual requirements. As a Bronze Tablet Qualifier and active member of the Cerritos-Artesia Chamber of Commerce, Mike Park and his team are committed to delivering exceptional service and protecting what matters most to their valued customers. For personalized care and a family-like experience, visit or contact Mike Park for all your insurance needs.

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.

Welcome to the Diego De Lama State Farm Insurance Agency, located at 14515 Valley View Avenue in Santa Fe Springs, California. Our dedicated team is committed to meeting all of your insurance needs, whether you are looking for auto, life, home, health, or small business insurance. With over 20 years of industry experience, Diego De Lama and his team of professionals are here to provide you with exceptional service and support. Located between Rosecrans Ave. and Stage Road, our agency serves customers in both Los Angeles and Orange County. We are well-acquainted with the unique needs of our community and strive to provide quality and friendly customer service. Our team has a collective 25 years of insurance experience and is ready to assist you in every way possible.

Semper Tax Relief, located at 500 North State College Boulevard in Orange, California, is your go-to institution for all your tax problems. Specializing in accounting, finance, and legal matters, Semper Tax Relief offers a comprehensive solution to eliminate your tax issues so you can live your best life. With easy-to-follow video courses, free case reviews, and access to a range of tax relief programs, Semper Tax Relief is dedicated to helping you navigate through IRS and state tax problems. From wage garnishments to bank levies, tax liens to penalties, Semper Tax Relief has the expertise to handle it all. Don't let tax nightmares keep you up at night - contact Semper Tax Relief today for a free case review and take control of your tax situation. With experienced tax professionals on your side, you can rest assured that your tax problems will be put to rest. Let Semper Tax Relief help you find the best solution for your tax situation - call (949) 506-3457 today.

Faby Obispo - State Farm Insurance Agent is a premier insurance agency located at 13202 Whittier Boulevard in Whittier, California. Our mission is to help individuals and families manage the risks of everyday life, recover from unexpected events, and achieve their dreams. Since 2011, we have been proudly serving the community of Lomita and surrounding areas in Los Angeles and Orange County. Our dedicated team takes great pride in providing exceptional service and coverage to our clients, making them feel like part of our family. Whether you need car insurance, life insurance to protect your loved ones, health insurance, or even pet insurance for your furry companions, we are here to assist you every step of the way.

OC Wills and Trust Attorneys is a renowned estate planning practice located in Irvine, California. With additional offices in Huntington Beach and Anaheim, our team serves clients throughout Orange County with personalized and efficient services for all trust, will, and estate administration needs. We have been recognized as one of the top 3 Estate Planning Lawyers in Irvine, and have successfully completed thousands of estate plans since 2008. Our dedicated team of attorneys and staff work together to ensure that your estate plan is customized to meet your specific goals and can be completed within a week of your initial consultation. We pride ourselves on being transparent with our clients, offering no hidden fees and providing clear explanations of all services rendered.

Oracle Life Insurance Services Inc. is a reputable insurance agency located at 2114 West Oceanfront in Newport Beach, California. With a strong presence in the industry, Oracle Life Insurance Services Inc. offers a wide range of insurance products and services to meet the needs of individuals and families. Their experienced team of professionals is dedicated to providing personalized and comprehensive insurance solutions to help clients protect their financial future. Whether you are looking for life insurance, health insurance, or retirement planning, Oracle Life Insurance Services Inc. is committed to helping you find the right coverage at competitive rates. Visit their office in Newport Beach today to learn more about their offerings and how they can assist you in safeguarding your assets.

Tim Bush - State Farm Insurance Agent is a reputable insurance agency located at 3740 Campus Drive, Newport Beach, California, United States. The dedicated team at this institution is ready to assist with all your financial and insurance needs, offering services such as auto and life insurance coverage in California, Arizona, and Oregon. Specializing in serving youthful drivers and State to State transfers, Agent Tim Bush focuses on creating financial security for families and providing comprehensive coverage for personal assets. With a deep understanding of the local community, Tim Bush has been committed to helping individuals and families find the right insurance since 2009. The mission of the office is to help policyholders manage everyday risks and be the top choice for insurance needs in Orange County. For expert advice on auto insurance, home insurance, renters insurance, and life insurance, visit Tim Bush - State Farm Insurance Agent today.

The Law Offices of Ginger S. Marcos, APC is a professional legal institution located at 2400 East Katella Avenue in Anaheim, California. Specializing in bankruptcy and accident law, they offer affordable services to clients in need of experienced representation. In light of the current pandemic, they are conducting all transactions remotely to ensure the safety of their clients and staff. With a focus on defending rights and protecting integrity, their team of compassionate attorneys is dedicated to helping clients navigate challenging legal situations. Whether you require assistance with bankruptcy (Chapter 7 or Chapter 13) or a personal injury case, the Law Offices of Ginger S. Marcos is prepared to provide expert guidance and support. By scheduling a free consultation, clients can begin working with the firm to develop a tailored plan for success. Serving clients in Anaheim, Fullerton, Garden Grove, Santa Ana, and surrounding areas, the Law Offices of Ginger S. Marcos is committed to achieving the best possible outcome for each individual case.

Modern Wealth Law is a leading estate planning and probate law firm located in Irvine, California. Specializing in estate planning, asset protection, probate, and trust administration, our team of experienced attorneys is dedicated to providing the finest legal representation in Orange County. Led by Managing Shareholder John L. Wong, our firm offers personalized services tailored to the unique needs of each client. From young professional couples to business owners, we provide comprehensive estate planning solutions to ensure your wishes are fulfilled and your assets are protected. Whether you need assistance with drafting a trust, will, power of attorney, or health care directive, our team is here to guide you through the estate planning process with clarity and professionalism. With a focus on planning for life rather than death, Modern Wealth Law is committed to helping individuals and families secure their financial future. Contact us today for a consultation with one of our experienced Orange County estate planning lawyers.

Located at 3553 Camino Mira Costa in San Clemente, California, Farmers Insurance - Jason Ortega is a trusted insurance agency established in 2001. Serving families and businesses in San Clemente and Orange County, California, the Jason Ortega Agency offers personalized insurance coverage from some of the top insurance carriers in the nation. With a focus on providing courteous and professional service, the agency specializes in auto, home, renters, and business insurance. Additionally, they can assist with insurance needs in Arizona, Texas, Minnesota, and Arkansas. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, the experienced team at Farmers Insurance - Jason Ortega is here to help. Contact them today for a quote and to learn about available discounts.

Sharon Leung - State Farm Insurance Agent is a trusted insurance agency located at 18012 Cowan in Irvine, California. Serving the community since 2006, our dedicated team offers a wide range of insurance and financial services to individuals and families in Orange County and beyond. From Auto, Life, and Health insurance, to annuities and more, we are here to help you protect what matters most. Our licensed professionals are ready to guide you through the process and provide exceptional customer service. We understand the unique risks of rural road driving and offer tips to stay safe. Whether you're dealing with roof leaks or planning your financial future, we are here to provide expert advice. Please remember not to share sensitive personal information online for your protection.

Southern California Law Advocates P.C. is a bankruptcy and estate planning attorney located at 11801 Pierce Street in Riverside, California. With offices in Santa Ana and Temecula, they specialize in helping individuals stop creditor calls, repossessions, bank levies, and garnishments to start living a debt-free life. Their services include freeing clients from debt, building a new financial future, protecting money and assets, and creating plans for family protection. Attorney Norma Duenas can assist with probate cases to distribute assets when a loved one has passed away without a living trust or will. The firm also helps homeowners facing foreclosure with Chapter 13 bankruptcy, providing a payment plan to repay mortgage arrears and remove second mortgages.

Life Insurance Services: Ernest Martinez is a trusted insurance agency located at 2922 East Chapman Avenue in Orange, California, United States. With a focus on providing comprehensive life insurance services, Ernest Martinez and his team are dedicated to helping clients protect their loved ones and secure their financial future. Whether you are looking for term life insurance, whole life insurance, or any other type of coverage, they offer personalized solutions to meet your specific needs. Contact Life Insurance Services: Ernest Martinez today to get started on securing your peace of mind.

Lisa Fisher - State Farm Insurance Agent is a trusted insurance agency located at 418 North Lakeview Avenue in Anaheim, California. Specializing in Auto, Motorcycle, and Life Insurance, Lisa Fisher has over 25 years of experience in the industry. With a strong educational background and a commitment to exceptional service, Lisa and her team are dedicated to protecting families and individuals in North Orange County. As a State Farm Agent, Lisa values honesty, reliability, and exceptional service. With a genuine passion for helping others and a love for travel, Lisa is a personable insurance agent who truly cares about her customers' well-being. Alongside her dedicated team members Theresa and Debra, Lisa is ready to guide and support you in finding the insurance coverage that fits your needs. Contact Lisa Fisher - State Farm Insurance Agent to protect what matters most to you and your loved ones.

Arcoiris Income Tax is a finance institution located at 1940 North Tustin Street in Orange, California, United States. Our dedicated team of professionals is committed to providing expert income tax services to individuals and businesses alike. With years of experience and a strong reputation for accuracy and efficiency, Arcoiris Income Tax is the go-to destination for all your tax needs. Whether you need help with tax preparation, filing, or planning, our knowledgeable staff is here to assist you every step of the way. Visit us today and experience the difference that Arcoiris Income Tax can make in managing your finances.

North County Bankruptcy Clinic, located at 574 South Rancho Santa Fe Road in San Marcos, California, is a finance and legal institution that provides personalized legal guidance to individuals struggling with overwhelming debt in Los Angeles, Orange, Riverside, and San Diego Counties. With over 40 years of experience, our San Marcos bankruptcy lawyer is dedicated to helping Californians obtain a fresh start free from crushing debt. Our experienced attorney will work directly with you to navigate the bankruptcy filing process, ensuring you understand the benefits and potential consequences of filing for bankruptcy. We specialize in Chapter 7 and Chapter 13 bankruptcy cases, and will analyze your unique financial situation to determine the best course of action for your specific needs.