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TOP 30 Financial planning for self employed in California
74 results found
A convenient service for searching for businesses, places and services
Praetorian Financial and Insurance Services Inc.
Praetorian Financial and Insurance Services Inc. is an insurance agency located at 369 Main Street in Salinas, California. They offer customized insurance plans to meet both personal and business needs. Specializing in life insurance, they provide solutions to protect families, assets, and estates, with optional riders available for accelerated death benefits in case of illness, injury, or disability. For business owners and self-employed individuals, Praetorian Financial and Insurance Services Inc. offers strategies to reduce taxes and create employee benefit packages. They also provide Long Term Care options to cover the costs of nursing facilities or in-home care, easing the burden on loved ones.
Mauricio Midence Tax Preparation & Financial Services
Mauricio Midence Tax Preparation & Financial Services is a reputable institution located at 2552 Appian Way in Pinole, California. Specializing in accounting and finance, their team of experts is dedicated to providing top-notch tax preparation and financial services to individuals and businesses. With a commitment to excellence and customer satisfaction, Mauricio Midence Tax Preparation & Financial Services is the go-to destination for all your financial needs. Trust in their expertise to help you navigate the complexities of taxes and finances with ease.
Katy Song Financial Planning
Katy Song Financial Planning is a reputable finance institution located at 34 Meadow Drive in Mill Valley, California, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals through personalized and comprehensive planning strategies. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Katy Song Financial Planning to help you secure a stable and prosperous financial future.
Northstar Financial Consulting Group
Northstar Financial Consulting Group, located in Beverly Hills, California, is a leading institution in the fields of accounting and finance. With a focus on empowering businesses with strategic financial insights, they go beyond basic bookkeeping services to provide comprehensive CFO services, strategic tax advice, and sophisticated accounting solutions tailored for growing businesses. Their team helps businesses navigate audits, compliance issues, and tax strategies to maximize profitability and growth potential. By translating complex tax strategies used by large corporations into actionable plans for small businesses, Northstar Financial Consulting Group helps clients unlock corporate-level savings and fuel business growth.
Intermediary Insurance Services
Intermediary Insurance Services is an insurance agency located at 731 Sansome Street in San Francisco, California, United States. As a division of Companion Life Insurance Company, we provide stability, sophistication, and a creative approach to managing risk for self-funded employer groups in all 50 states. Our underwriting expertise allows us to evaluate networks of all sizes and offer stop loss solutions tailored to fit any traditional arrangement. In addition, we specialize in reference-based pricing and non-traditional cost containment approaches to control healthcare costs effectively. Our product enhancement options give us the flexibility to customize coverage to meet the financial objectives and risk tolerance of our clients. We also offer a fully-insured transplant carve-out product to eliminate covered transplant exposures from benefit plans for employer groups with over 101 individuals. At Intermediary Insurance Services, we understand that employer stop loss is not a one-size-fits-all product and strive to provide personalized solutions to meet the unique needs of each client.
California's Affordable Health Care Coverage
California's Affordable Health Care Coverage is an insurance agency located at 4 Rossi Circle in Salinas, California, United States. They offer Covered CA Outreach & Enrollment Workshops for individuals or groups, where you can bring proof of income, family information, and proof of lawful presence to qualify for financial assistance. They provide services for health, dental, vision, whole life, IUL, term, legal shield, and ID shield. They offer individual appointments, walk-ins, and phone calls, and you can RSVP for peace of mind by calling their toll-free number. They also offer fast and safe enrollment options through fax, phone, or email. The institution helps individuals apply for Covered California's Application, which can place you in either a medical or subsidized health insurance plan. They also provide information on avoiding penalties for not having a health plan in 2020 and updating your application for any life changes. The institution aims to provide affordable health care coverage to everyone and offers legal and identity theft protection through LegalShield. They encourage individuals to reach out for assistance and refer others in need. Additionally, they host outreach events and workshops to provide further information and assistance.
PHP Agency, Inc.
PHP Agency, Inc. is an insurance agency located at 9901 Paramount Boulevard in Downey, California, United States. As a tech-enabled life insurance marketing organization, PHP Agency offers a comprehensive platform, training, and support for individuals looking to succeed as insurance agents in the industry. The institution's mission is to provide financial education to underserved communities in America and help protect their families' legacies through life insurance products. PHP Agency provides agents with the opportunity to earn income and build a part-time or full-time business to achieve financial freedom.
A Better Choice Tax Preparation
A Better Choice Tax Preparation is a professional accounting and finance institution located at 1248 East Grand Avenue in Arroyo Grande, California. Our dedicated team of experts is committed to providing top-notch tax preparation services to individuals and businesses alike. With years of experience in the industry, we strive to ensure that our clients receive the best possible outcome when it comes to their financial needs. Whether you need assistance with tax planning, filing, or general financial advice, A Better Choice Tax Preparation is here to help you make informed decisions and secure a better financial future. Contact us today to schedule an appointment and let us show you why we are the preferred choice for all your accounting and finance needs.
Trena R Knight - Aflac Insurance Agent
Trena R Knight - Aflac Insurance Agent is located at 6167 Bristol Parkway in Culver City, California, United States. As an insurance agency, we offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events, helping to alleviate financial worries during difficult times. Our policies also help with out-of-pocket expenses for hospital stays, deductibles, and co-pays. With Aflac Dental coverage, you can access a variety of services with no networks or deductibles. Our vision coverage pays benefits for everything from exams to surgeries to diseases/disorders. Aflac also offers cash benefits to help with expenses that major medical insurance may not cover. Employers can provide quality products to their employees at no direct cost through Aflac. Additionally, individuals have the opportunity to become an Aflac insurance agent, with unlimited potential and flexibility. Please note that insurance policies are offered by American Family Life Assurance Company of Columbus, with group policies offered by Continental American Insurance Company. Dental and vision plans are administered by Aflac Benefit Solutions, Inc. Aflac's Premium Life, Absence, and Disability Services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are offered by Continental American Insurance Company. In New York, self-funded plans and absence services are administered by American Family Life Assurance Company of NY. Please be aware that products may not be available in all states and may vary depending on state law.
SoarLife Insurance Services
SoarLife Insurance Services, located at 5129 Acadia Drive in Riverside, California, is a health insurance agency dedicated to helping individuals, families, and businesses secure their most valuable assets. Our experienced and knowledgeable agents are committed to providing professional and understanding service to help you select the right health care insurance for your needs. Our team includes certified financial advisors, Covered California certified agents, Medicare specialists, and customer service experts who are here to assist you with all your insurance needs. We specialize in health care insurance, retirement planning, business insurance, and financial planning including securities and investment advisory.
Dawn Watson - Aflac Insurance Agent
Dawn Watson - Aflac Insurance Agent is located at 1625 Hotel Circle South in San Diego, California, United States. As an insurance agency, we offer a wide range of insurance policies to provide an extra layer of protection for life's unexpected events. Aflac pays cash for covered accidents, positive diagnoses, and serious health events to help alleviate financial worries. Our policies help with deductibles, co-pays, and other out-of-pocket expenses, and we provide dental and vision coverage with no networks or deductibles. Aflac also offers cash benefits to help with expenses that major medical insurance may not cover. Employers can provide quality products to their employees at no direct cost, and individuals have the opportunity to become Aflac insurance agents for added flexibility. Our services are offered by American Family Life Assurance Company of Columbus, with group policies provided by Continental American Insurance Company. Aflac Benefit Solutions, Inc. administers dental and vision plans. Our headquarters are in Columbus, GA, with offices in Columbia, SC and Albany, NY. Premium life, absence, and disability services are available in all states except Puerto Rico, Guam, and the Virgin Islands, and are offered by Continental American Insurance Company. Self-funded plans and absence services are administered by CAIC in all states except NY. In NY, these services are administered by American Family Life Assurance Company of NY. Please note that products may not be available in all states and may vary depending on state law. Direct to Consumer Business is underwritten by Tier One Insurance Company in California.
Call Taxes, Inc.
Call Taxes, Inc. is a trusted accounting and finance institution located at 1101 Vecindad Street in Mountain House, California. Our team of professionals is dedicated to providing accurate and affordable tax and bookkeeping services for individuals and businesses in the US and India. We offer a range of services including accounting, payroll, and bookkeeping support to help streamline your back office operations. In addition to our tax and bookkeeping services, we are licensed to provide notary services in California, offering Acknowledgement and Jurat services. As an IRS-authorized Certified Acceptance Agent, we can help you with proof of identity and foreign status documents, saving you time and hassle. We also specialize in FBAR and FATCA filings for individuals and businesses.
PHP Agency, Inc - Chula Vista CA - Team TSR
PHP Agency, Inc - Chula Vista CA - Team TSR is an insurance agency located at 555 Broadway in Chula Vista, California, United States. As a tech-enabled life insurance marketing organization, PHP Agency offers a comprehensive platform, training, and support to help insurance agents succeed in the industry. The institution's mission is to provide financial education to underserved communities in America and protect their families' legacies through life insurance products. Agents have the opportunity to earn income and build a part-time or full-time business for financial freedom. Diversity, Equity, and Inclusion are core values, ensuring equal opportunity for success as a licensed life insurance agent regardless of background, education, or experience. PHP Agency also offers informative resources on the importance of life insurance, such as "All Treats, No Tricks: 5 Reasons to Get Life Insurance" and "How to Build Financial Stability with Life Insurance." Self-employed or small business owners are encouraged to consider life insurance as a crucial aspect of financial planning.
HealthMarkets Insurance - Conor Flanagan
HealthMarkets Insurance - Conor Flanagan is a reputable health insurance agency located at 6215 Ferris Square in San Diego, California, United States. With a focus on providing personalized insurance solutions tailored to meet the individual needs of each client, Conor Flanagan and his team are dedicated to helping individuals and families find the best health insurance coverage available. Whether you are looking for comprehensive health insurance, Medicare plans, or supplemental coverage, HealthMarkets Insurance is committed to guiding you through the process and ensuring you have the protection you need. Contact them today to learn more about their services and how they can help you secure your health and financial well-being.
SWAIN HEALTH INSURANCE SOLUTIONS
Swain Health Insurance Solutions is a reputable health insurance agency located at 9159 Serenity Lane in Orangevale, California. Our dedicated team of professionals is committed to providing personalized insurance solutions tailored to meet the individual needs of our clients. With a focus on quality care and customer service, we strive to ensure that all of our clients have access to the best possible health insurance coverage. Contact us today to learn more about how Swain Health Insurance Solutions can help you protect your health and financial well-being.
CareAmerica Life Insurance Company
CareAmerica Life Insurance Company is a reputable insurance agency located at 4203 Town Center Boulevard in El Dorado Hills, California, United States. We specialize in providing a wide range of life insurance products to protect you and your loved ones financially in times of need. Our dedicated team of professionals is committed to helping you find the best coverage options to suit your individual needs. Trust CareAmerica Life Insurance Company to provide you with peace of mind and security for the future.
Cashback Loans
Cashback Loans is a finance institution located at 31762 Mission Trail in Lake Elsinore, California, United States. They offer a variety of financial services including payday loans, installment loans, and title loans. With a focus on providing quick and convenient financial solutions, Cashback Loans is dedicated to helping individuals in need of short-term financial assistance. Their friendly and knowledgeable staff are committed to providing excellent customer service and helping clients navigate the borrowing process. Whether you need cash for unexpected expenses or to cover bills until your next payday, Cashback Loans is here to help.
HomePlus Mortgage NMLS ID# 78669
HomePlus Mortgage NMLS ID# 78669 is a reputable finance institution located in San Diego, California, United States. With a commitment to providing top-notch mortgage services, HomePlus Mortgage offers a wide range of loan options to meet the diverse needs of its clients. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, their team of experienced professionals is dedicated to helping you navigate the complex world of home financing. Visit their office at 2878 Camino del Rio South to learn more about how HomePlus Mortgage can assist you in achieving your homeownership goals.
Loans By Carl - Home Loans
Loans By Carl - Home Loans is a reputable finance institution located at 10315 Woodley Avenue in Los Angeles, California. Specializing in providing home loans, our experienced team is dedicated to helping individuals and families achieve their dream of homeownership. With competitive rates and personalized service, we strive to make the loan process as smooth and stress-free as possible. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Loans By Carl is here to assist you every step of the way. Contact us today to learn more about our loan options and how we can help you secure the financing you need for your new home.
Mortgage Mavens Inc
Mortgage Mavens Inc is a leading finance institution located at 28720 Roadside Drive in Agoura Hills, California, United States. Specializing in mortgage services, our team of experts are dedicated to helping clients secure the best financing options for their home purchases or refinancing needs. With a commitment to excellence and personalized service, Mortgage Mavens Inc is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can assist you with your mortgage needs.
Hieu Truong: Allstate Insurance
Hieu Truong: Allstate Insurance is a reputable insurance agency located at 1625 Alum Rock Avenue in San Jose, California. Our dedicated team of insurance professionals is committed to providing personalized insurance coverage that meets the unique needs of each individual and family. We offer a wide range of insurance products, including auto, home, life, and business insurance, to ensure that our clients are protected in every aspect of their lives. With a focus on customer service and satisfaction, Hieu Truong: Allstate Insurance is your trusted partner in securing the financial future of you and your loved ones.
Pinnacle Capital Mortgage Corporation
Pinnacle Capital Mortgage Corporation is a reputable finance institution located at 1390 Willow Pass Road in Concord, California. With a commitment to providing top-notch mortgage services, Pinnacle Capital offers a wide range of financial products to help individuals and families achieve their homeownership goals. Whether you are looking to purchase a new home, refinance an existing mortgage, or explore other financing options, the experienced team at Pinnacle Capital is dedicated to guiding you through the process with personalized attention and expertise. Trust Pinnacle Capital Mortgage Corporation for all your mortgage needs in the Concord area and beyond.
Loan Till Payday Online
Loan Till Payday Online is a finance institution located at 203 Main Street, Los Altos, California, United States. Our secure online form takes just a few minutes to complete, connecting you with financial service providers who may be able to assist with your financial needs. We do not engage in lender-related activities, but rather provide administrative services free of charge. By submitting your information, you authorize us to conduct a credit check and share your information with our network of lenders. Loans offered have an APR of 35.99% and below, with repayment plans ranging from 12 to 30 months. Lenders are required to disclose all fees and rate information, ensuring transparency in the loan process. Please note that tribal lenders may have higher rates and fees, so it is important to carefully review and understand the terms of any loan offer.
IPSB - School of Integrative Psycho-Structural Bodywork
IPSB - School of Integrative Psycho-Structural Bodywork, located in Santa Monica, California, has been a leader in holistic bodywork and energy-work education for over 40 years. Our welcoming community provides a space for self-discovery and transformation, whether you are pursuing a career as a therapeutic bodyworker or simply seeking personal growth. Our students have the lowest rate of injury, best reviews, and highest rate of return requests in the industry. At IPSB, you will learn Tai Chi body mechanics to generate energy while you work, leading to injury-free, long-lasting careers. Our experiential education focuses on holistic healing, fostering healthier relationships with yourself and your clients. Join our inclusive community and establish lifelong connections with like-minded individuals.
Hercules Insurance - Gardena
Hercules Insurance in Gardena, California is a versatile institution offering a range of services including accounting, car dealership, finance, insurance agency, local government office, and store. Located at 1900 Marine Avenue, Hercules Insurance caters to individuals, self-employed individuals, partnerships, and corporations. Services provided include renewals, transfer of owners, replacement credentials, notary public services, power of attorney, affidavits, acknowledgments, and jurats. Hercules Insurance is your go-to destination for insurance solutions, DMV services, income tax filings, and professional services such as partnerships, corporation filings, and Green Card or citizenship applications. Their team of professionals can help you protect your auto, motorcycle, home, rental home, all-terrain vehicle, recreational vehicle, business liability, workers comp insurance, FAIR Plan Insurance, and more.
Block Advisors
Block Advisors is a trusted institution located at 805 Sir Francis Drake Boulevard in San Anselmo, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing personalized financial solutions to meet your individual needs. Whether you're a small business owner or an individual looking to maximize your tax savings, Block Advisors is here to help you navigate the complex world of finances with confidence and peace of mind. Visit us today to see how we can assist you in achieving your financial goals.
Modern Family Finance
Modern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
CPA CALINI
CPA CALINI is an accounting and tax firm located at 11332 Trillium Way, San Diego, California. Specializing in services for individuals and small businesses with revenues ranging from $0 to $100 million, we understand that each client has unique financial needs and goals. Our goal is to build long-term relationships based on trust and integrity, providing personalized service whether you are just starting out, have been in business for years, or are entering retirement. Our core tax services include the preparation of federal and state personal tax returns for single, head of household, and joint filers, as well as business tax returns for LLCs, self-employed individuals, partnerships, and corporations. Using LACERTE Professional Tax Software, we offer timely technical expertise and do not subcontract out tax preparation to foreign countries. With authorization for E-filing since the 1990s, we ensure secure and confidential data collection through INTUIT LINK and VERIFYLE, helping individuals and businesses minimize tax impact and take advantage of opportunities to save money.
Accretive Tax Advisors
Accretive Tax Advisors is a reputable finance institution located at 16855 West Bernardo Drive in San Diego, California. Specializing in tax advisory services, they provide expert guidance and strategic solutions to help individuals and businesses navigate the complexities of taxation. With a team of experienced professionals, Accretive Tax Advisors is dedicated to delivering personalized service and maximizing financial outcomes for their clients. Whether you need assistance with tax planning, compliance, or resolution, you can trust Accretive Tax Advisors to provide reliable and efficient support.
Family Tax Relief
Family Tax Relief is a finance institution located at 999 Corporate Drive in Ladera Ranch, California. Our team of experts is dedicated to helping families navigate the complexities of tax laws and regulations to maximize their savings and minimize their liabilities. Whether you need assistance with tax planning, preparation, or resolution, we are here to provide personalized and professional service tailored to your unique financial situation. Trust Family Tax Relief to help you achieve peace of mind and financial security for your family's future.
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