TOP 30 Financial planning in San Lorenzo, California

11 results found

San Lorenzo Park Apartments is a HUD subsidized complex located at 134 Dakota Avenue in Santa Cruz, California. This institution offers 1 & 2 bedroom units for seniors 62 or disabled individuals. The complex provides affordable and market-rate family rental housing, senior housing, cooperatives, special needs housing, marketing and rent up services. They also specialize in program development for common interest developments. Services offered include acquisition and rehabilitation, historic preservation and adaptive reuse, new housing development, pre-construction and construction phase services, financial and syndication services, and project planning and feasibility analysis.

Kim Holland - State Farm Insurance Agent is a well-established insurance agency located at 897 East Lewelling Boulevard in Hayward, California. Situated across from the 238 off-ramp and just 2 blocks from Mission Blvd, our agency has been serving the community for decades. As a second-generation State Farm agent, I am committed to upholding the values of being a good neighbor that my father instilled in me. I am proud to serve customers in Hayward, CA, and the East Bay Area, including San Leandro, San Lorenzo, and Castro Valley. Additionally, I am licensed in the states of Oregon and Arizona. With a background in marketing for State Farm, I transitioned to serving customers directly in 2013 when I opened my own agency. My team and I prioritize authentic, personal service, putting people first with care and integrity. We are dedicated to getting to know each customer individually to tailor insurance plans that fit their unique needs. Our team is fluent in both English and Spanish, ensuring we can assist a diverse range of clients.

BMO, located at 17833 Hesperian Boulevard in San Lorenzo, California, is a full-service bank offering a wide range of financial services to both personal and commercial customers. From everyday banking to investments and lending products, BMO is dedicated to meeting the needs of its clients. As a member of FDIC, BMO Bank N.A. is committed to providing secure and reliable banking solutions. In compliance with the USA Patriot Act, BMO requires all customers to provide necessary identification information when opening an account. Additionally, BMO reminds customers to be cautious when accessing third-party websites, as their privacy and security policies may differ. Please consult with your legal and tax advisors for personalized advice.

Farmers Insurance - Alfonso Servin is an insurance agency located at 550 Park Street, Alameda, California, United States. With over 15 years of industry experience, Alfonso Servin is dedicated to serving the community and surrounding areas, providing assistance with insurance problems and guiding clients through the insurance process. Whether you need home insurance, auto insurance, commercial coverage, or life insurance, Alfonso and his staff are committed to ensuring that you are well taken care of. Located near the South Shore Shopping Center, the agency offers personalized service to clients in San Lorenzo, Newark, Fremont, San Leandro, Berkeley, San Mateo, the greater San Francisco Bay area, and beyond. Contact them for comprehensive coverage, competitive rates, and multi-line insurance discounts. Additionally, Farmers Insurance - Alfonso Servin offers renters insurance, business insurance, condo insurance, and personal umbrella insurance to protect your assets and future earnings. Contact Alfonso Servin today to discuss your insurance needs and build a solid financial plan for the future.

Farmers Insurance - Ana Alvarez is a local insurance agency located at 15845 Channel Street in San Lorenzo, California. Ana Alvarez, a lifelong resident of California, takes pride in providing personalized and comprehensive insurance solutions to the community. With over ten years of experience in the industry, she offers expertise in various types of insurance, including life, commercial, and home insurance. The agency is conveniently located near Arroyo High School, making it easily accessible for local residents. Whether you are looking for auto insurance, home insurance, renters insurance, or business insurance, Ana Alvarez can help you navigate through the process and find the right coverage to suit your needs and budget. She also offers financial planning services to help you secure a stable future for yourself and your loved ones.

Farmers Insurance - Andrew Ambro is a trusted insurance agency located at 20630 Redwood Road in Castro Valley, California. Serving the San Francisco Bay Area for over 15 years, Andrew Ambro takes pride in providing personalized insurance packages for clients in Castro Valley, Hayward, Pleasanton, Dublin, San Lorenzo, and surrounding areas. Whether you need earthquake, home, business, auto, or life insurance, Andrew and his team are dedicated to simplifying the insurance process and finding the right coverage for you. With a focus on accessibility and personalized service, clients can reach out via text, email, or chat for any insurance needs. The agency is conveniently located across from Safeway and next to Wells Fargo, making it easy for clients to stop by for a consultation. In addition to offering comprehensive coverage for cars, homes, renters, condos, and businesses, Farmers Insurance also provides financial planning services to help clients secure a stable future. With a range of insurance products underwritten by reputable insurers, clients can trust Farmers Insurance - Andrew Ambro to protect their assets and provide peace of mind. Contact Andrew Ambro today for expert advice on your insurance needs.

Farmers Insurance - Teresa Chan is an insurance agency located at 17259 Hesperian Boulevard in San Lorenzo, California. As your local Farmers agent, Teresa Chan helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Teresa has the knowledge and experience to help you understand your coverage options. By providing personalized service, she aims to make you smarter about insurance and ensure you have the right protection in place. For car insurance, Teresa can help you navigate through comprehensive coverage, collision coverage, deductibles, and more, to find the right policy for your budget. She also offers competitive rates and discounts to help you save money.

Riz Bookkeeping Services is a reputable accounting and finance institution located at 332 Via Coches in San Lorenzo, California, United States. With a team of experienced professionals, we offer a wide range of bookkeeping and financial services to individuals and businesses. Our services are tailored to meet the unique needs of each client, ensuring accurate and timely financial reporting. Whether you need help with tax preparation, payroll processing, or budget analysis, Riz Bookkeeping Services is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Campos Tax Services, Inc is a reputable accounting and finance institution located at 756 Bockman Road in San Lorenzo, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or compliance, Campos Tax Services, Inc is dedicated to providing personalized and efficient solutions to meet your financial needs. Trustworthy and reliable, this institution is committed to helping clients navigate the complexities of the tax system and achieve their financial goals.

H&R Block is a renowned accounting and finance institution located at 15804 Hesperian Boulevard in San Lorenzo, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and accounting assistance. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complex world of finance with ease and expertise. Visit us today to see how we can help you achieve your financial goals.

R.G. Business Center is a finance institution located at 16846 Meekland Avenue in San Lorenzo, California, United States. We offer a wide range of financial services to help individuals and businesses manage their money effectively. Our experienced team of professionals is dedicated to providing personalized solutions to meet our clients' unique needs. Whether you need help with investments, loans, or financial planning, R.G. Business Center is here to help you achieve your financial goals. Visit us today to learn more about how we can assist you with your financial needs.