Financial planning for individuals usa in Marina, California

Marina Amezcua Insurance is a reputable health insurance agency located at 4940 Long Beach Boulevard in Long Beach, California. Our dedicated team is committed to providing top-notch insurance services to individuals and families in need of quality healthcare coverage. With years of experience in the industry, we offer personalized assistance in navigating the complex world of health insurance, ensuring that our clients find the best plans that fit their needs and budget. Trust Marina Amezcua Insurance to safeguard your health and well-being with comprehensive insurance solutions. Contact us today to learn more about our services and how we can assist you in securing the right coverage for your healthcare needs.

Lopez Tax Services - Marina is a reputable accounting and finance institution located at 265 Reservation Road in Marina, California, United States. With a team of experienced professionals, they provide top-notch tax services and financial advice to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Lopez Tax Services is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and knowledgeable, they are committed to providing excellent service to their clients.

M K McDonough Financial & Insurance Services is a reputable insurance agency located at 1070 Marina Village Parkway in Alameda, California. Our team of experienced professionals is dedicated to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you navigate the complex world of insurance and find the coverage that best fits your needs. With a commitment to excellent customer service and a wide range of insurance products, M K McDonough Financial & Insurance Services is your trusted partner in protecting what matters most to you.

Andrews Financial Services LLC, located at 1101 Marina Village Parkway in Alameda, California, is a finance institution dedicated to helping individuals and businesses safeguard their financial future during uncertain economic times. With a focus on leveraging a new type of life insurance for protection, flexibility, and control while living, Andrews Financial Services offers life insurance policies with living benefit riders at no additional cost. These riders help protect against life's most formidable risks and provide access to retirement benefits that are non-taxed. Clients of Andrews Financial Services can also discover how to create a lifetime of income that is guaranteed and cannot be outlived, as well as how to incorporate living benefits into their life insurance policy. Additionally, they can learn about the potential risks of their 401(k) or other qualified plan being a tax time bomb and how to protect themselves.

AIO Fee Only Financial Advisors is a reputable finance institution located at 4640 Admiralty Way in Marina del Rey, California, United States. Our team of experienced financial advisors provides personalized and unbiased financial guidance to help clients achieve their financial goals. We operate on a fee-only basis, ensuring that our advice is always in the best interest of our clients. Whether you are planning for retirement, investing for the future, or seeking to build wealth, our team is dedicated to providing you with comprehensive financial solutions tailored to your individual needs. Trust AIO Fee Only Financial Advisors to help you navigate the complexities of the financial world and secure your financial future.

Evolution Financial & Insurance Solutions is a trusted finance and insurance agency located at 4712 Admiralty Way in Marina del Rey, California. With a commitment to providing personalized and comprehensive financial services, our team of experts is dedicated to helping clients navigate the complexities of managing their assets and protecting their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Evolution Financial & Insurance Solutions is here to guide you every step of the way. Our goal is to help you achieve your financial goals and secure peace of mind for you and your loved ones. Contact us today to schedule a consultation and start planning for a brighter financial future.

Ross Accounting and Tax Services is a reputable institution located in Marina del Rey, California. They specialize in providing top-notch accounting and tax services to individuals and businesses in the area. With their experienced team of financial experts, clients can trust that their financial needs will be taken care of efficiently and accurately. Whether you need help with tax preparation, bookkeeping, or financial planning, Ross Accounting and Tax Services is dedicated to providing excellent service to help you achieve your financial goals. Visit them at 475 Washington Boulevard, Marina del Rey, CA 90292 for all your accounting and finance needs.

Principal Planning Service, Inc. Phillip Q Shrotman is a finance institution located at 194 North Marina Drive, Long Beach, California, United States. Led by Phillip Q. Shrotman, who has over 30 years of experience in teaching economics at Long Beach City College, the institution offers a range of financial planning services. On their website, you can find various calculators to assist with financial planning. Phillip Q. Shrotman criticizes the Federal Reserve's decision to continuously increase interest rates, arguing that it does not effectively combat inflation. Despite the rate hikes, inflation remains high, and consumers are still facing rising costs of living. The institution predicts that the Federal Reserve will likely approve a 0.25 percentage point increase at their upcoming policy meeting.

Sportfishing Financial Group is a reputable finance institution located at 30448 Rancho Viejo Road in San Juan Capistrano, California. Specializing in providing financial services and solutions tailored to the sportfishing industry, our team of experienced professionals is dedicated to helping businesses and individuals achieve their financial goals. Whether you are looking to secure a loan for a new fishing vessel, invest in equipment upgrades, or simply manage your finances more effectively, Sportfishing Financial Group is here to support you every step of the way. Contact us today to learn more about how we can help you navigate the financial waters of the sportfishing industry.

Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.

Edward Jones - Financial Advisor: Matthew M Tekeste is a trusted financial institution located at 1050 Marina Village Parkway in Alameda, California. As a dedicated finance professional, Matthew M Tekeste offers personalized financial advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Matthew M Tekeste is committed to providing tailored solutions to meet your individual needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Matthew M Tekeste is the go-to choice for all your financial planning needs.

Merrill Investment & Retirement Financial Center, located at 1925 Marina Boulevard in San Leandro, California, offers personalized advice and guidance to help individuals turn their ambitions into action. Our team of Merrill Financial Solutions Advisors can assist you in pursuing your financial goals and planning for what matters most to you. Whether you prefer in-person meetings or virtual consultations, we have the tools and expertise to help you achieve financial success. Our services include brokerage, investment advisory, financial planning, and insurance products offered through Bank of America and affiliated banks. With a focus on building strong relationships with our clients, we strive to provide information about products and services that are interesting and useful to you. Please review our privacy policies and terms of service for more information. Remember, investing in securities involves risks, and it's important to carefully consider your options before making any decisions. Contact us today to schedule a consultation with a Merrill Financial Solutions Advisor in San Leandro, CA.

United Financial Services is a leading finance institution located at 333 Washington Boulevard in Marina del Rey, California. With a strong reputation for excellence and customer service, United Financial Services offers a wide range of financial products and services to individuals and businesses. Whether you are looking for assistance with investments, loans, or financial planning, our team of experienced professionals is dedicated to helping you achieve your financial goals. Visit us today to learn more about how United Financial Services can help you secure your financial future.

Marina Tax Plus is a reputable accounting and finance institution located at 23945 Sunnymead Boulevard in Moreno Valley, California, United States. Specializing in tax preparation, financial planning, and accounting services, Marina Tax Plus is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized service and expert guidance to navigate the complexities of tax laws and financial management. Whether you need assistance with tax filing, budgeting, or investment strategies, Marina Tax Plus is committed to providing comprehensive solutions to meet your needs. Contact us today to schedule a consultation and take control of your financial future.

Marina's Bookkeeping Services is a professional accounting and finance institution located at 6060 Sunrise Vista Drive in Citrus Heights, California, United States. We provide expert bookkeeping services to individuals and businesses, helping them manage their finances effectively and efficiently. Our team of experienced professionals is dedicated to providing accurate and reliable financial solutions tailored to meet the unique needs of each client. Whether you need help with budgeting, payroll, tax preparation, or any other financial services, Marina's Bookkeeping Services is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.

Marina's Design is a reputable accounting and finance institution located at 759 Estancia Way in San Rafael, California, United States. With a team of experienced professionals, Marina's Design offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their personalized approach and attention to detail ensure that clients receive top-notch service tailored to their specific needs. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Marina's Design is committed to helping you achieve your financial goals.

Welcome to Seasons Estate Planning, APC, your trusted legal partner in Marina del Rey, California. Located at 475 Washington Boulevard, we specialize in guiding you through life's most significant decisions with confidence and peace of mind. Our dedicated team, led by Kristen Wong, is committed to building long-term relationships with our clients, ensuring that you have a reliable source to turn to for all your legal needs. At Seasons Estate Planning, we understand the complexities of navigating local, state, and federal laws. Whether you are getting married, planning for your family's future, managing your business, or buying or selling your home, we provide expert guidance tailored to your unique circumstances. Our goal is to help individuals and families make informed decisions that protect their interests and ensure a smooth transition of assets across generations.

Welcome to Edward Jones - Financial Advisor: Lynne G Neuman, located in the beautiful Marina del Rey, California. At 4551 Glencoe Avenue, we specialize in providing personalized financial services to help you achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to invest, Lynne G Neuman is committed to offering tailored advice and solutions that meet your unique needs. Our approach is centered around understanding what matters most to you. With tools like our Starting Point tool and the "My Priorities" quiz, we help you identify and prioritize your financial objectives, laying the groundwork for a comprehensive financial strategy.

Foroutan Insurance Services is a reputable insurance agency located at 13856 Bora Bora Way in Marina del Rey, California. As a leading provider of insurance services in the area, Foroutan Insurance Services offers a wide range of insurance products to meet the needs of individuals and businesses alike. From auto and home insurance to commercial and life insurance, their team of experienced agents is dedicated to helping clients find the right coverage at the best possible rates. In addition to their insurance services, Foroutan Insurance Services also offers real estate services, helping clients buy, sell, and rent properties in the Marina del Rey area. With a commitment to excellence and personalized service, Foroutan Insurance Services is the go-to agency for all your insurance and real estate needs.

Jaffe Insurance Agency is a trusted insurance provider located at 13160 Mindanao Way in Marina del Rey, California. Our agency offers a wide range of insurance products to meet the needs of individuals, families, and businesses in the area. With a team of experienced agents, we are dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or business insurance, Jaffe Insurance Agency is here to help you protect what matters most. Contact us today for a personalized insurance quote and see why we are a top choice in the community.

Alicia Cook - State Farm Insurance Agent is a local insurance agency located at 2002 Springs Road in Vallejo, California. Our dedicated team is committed to providing the community with protection for what matters most. Whether you need Auto, Life, Health, Pet, Motorcycle, RV Insurance, or Financial Services, we are here to help. Alicia Cook, ChFC, has over 20 years of experience in the insurance industry and is proud to serve California residents in Vallejo, Vacaville, Fairfield, Benicia, American Canyon, Suisun City, and beyond. She is a University of San Francisco graduate with a Bachelor of Science in Business Administration.

Brian Takemoto - State Farm Insurance Agent is an insurance agency located at 1515 South El Camino Real in San Mateo, California. Situated on the 2nd floor of the San Mateo Credit Union building, just north of Safeway, this agency offers a range of insurance services including car, home, umbrella, business, and life insurance in California. Their experienced and licensed team members are dedicated to helping clients select the right policies and coverage limits to suit their individual needs. Marina, with over 47 years of insurance industry experience, oversees Commercial Auto and quality control, ensuring top-notch service for customers in the San Mateo office. Sherri focuses on Multi-Line discounts, Personal Liability, and Life Insurance, with over 27 years of experience working with local Agents in the Bay Area. Kalie, a San Mateo native attending college, is licensed in both Property & Casualty and Life & Health, providing excellent service with a smile.

Isaac Bridgewater - State Farm Insurance Agent is a reputable insurance agency located at 1731 Berkeley Street in Santa Monica, California. Owned by Isaac Bridgewater, the agency serves businesses, families, and individuals in Southern California, including areas such as Santa Monica, Marina Del Rey, Pacific Palisades, Venice, and West Hollywood. With a passion for protecting and empowering clients, Isaac and his team offer a range of insurance services including auto, ATV, motorcycle, home, life, health, and pet insurance. Having joined the State Farm family in 2015, Isaac has dedicated himself to helping clients manage risks, recover from unexpected events, and achieve their dreams. The agency prides itself on providing excellent customer service, integrity, and attentive care to ensure that clients are well-protected from life's uncertainties. Whether you need personal or business insurance, the team at Isaac Bridgewater State Farm is committed to finding the right coverage for your needs.

Claire Akey Insurance is a reputable health insurance agency located at 7216 Marina Pacifica Drive North in Long Beach, California, United States. With a focus on providing quality coverage and personalized service, Claire Akey Insurance is dedicated to helping individuals and families find the right health insurance plan to meet their needs. Whether you are looking for individual coverage or a group plan, their experienced agents are ready to assist you in navigating the complex world of insurance. Trust Claire Akey Insurance to protect your health and financial well-being.

Ryan Travaille - State Farm Insurance Agent is a reputable insurance agency located at 1976 Fremont Boulevard, Seaside, California. Our dedicated team is ready to assist with all your financial and insurance needs. While we are currently not insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California, we are able to assist in Nevada and Arizona. With spring approaching, now is the perfect time to get a quote for your auto insurance. Since 2007, we have been proud to be a part of the Monterey, Seaside, Pacific Grove, Marina, and Carmel community. Our goal is to build meaningful relationships with everyone we meet, both in and out of the office. Our team is actively involved in coaching Cross Country and Track & Field at local schools, showcasing the "like a good neighbor" spirit.

Jason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.

Herdsman Hall is a prestigious school located in the beautiful city of San Luis Obispo, California, United States. Known for its academic excellence and strong sense of community, Herdsman Hall offers a rigorous curriculum and a supportive learning environment for students of all ages. With top-notch facilities and dedicated faculty members, students at Herdsman Hall are encouraged to reach their full potential and excel in their academic pursuits. Join us at Herdsman Hall and become a part of our thriving educational community.

Vera Lukic - State Farm Insurance Agent is a trusted insurance agency located in Marina del Rey, California. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you protect what matters most. Visit us at 13450 Maxella Avenue to speak with one of our knowledgeable agents and learn more about how we can assist you with your insurance needs.

Alejandra Colman is a reputable insurance agency located at 4286 Lincoln Boulevard in Marina del Rey, California. With a strong commitment to providing top-notch insurance services, Alejandra Colman offers a wide range of insurance products to meet the diverse needs of individuals and businesses. Their team of experienced agents is dedicated to helping clients find the best coverage options at competitive rates. Whether you are looking for auto, home, life, or business insurance, Alejandra Colman is here to assist you every step of the way. Visit their office today to get personalized insurance solutions tailored to your specific needs.

Schwartz Retirement Benefit Strategies, located in Marina del Rey, California, is an experienced insurance agency specializing in comprehensive retirement plan administration, analysis, compliance, and design. With over 40 years of experience, their consulting team caters to a diverse portfolio of clients, from small professional firms to larger entities with over 100 employees. They also provide services to Third Party Administration (TPA) firms. The team at Schwartz Retirement Benefit Strategies focuses on the individual needs and goals of each client, ensuring their overall success and profitability. Clients praise the firm for their knowledge, integrity, and commitment to client satisfaction. Barbara Schwartz, the lead consultant, is known for her creativity in problem-solving and effective plan implementation.