The 30 Best Financial protection plan in Palos Verdes Estates, California

22 results found

Bridge Senior Financial Services is a finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Serving as your bridge to stress-free finances, continued independence, and family harmony, we understand the challenges our clients and their families face during difficult times such as aging, illness, dementia, or family disputes. Whether it's providing financial solutions or assisting with daily tasks, we are committed to supporting you through every step. Our team, led by founder Cynthia Palm, offers over 35 years of financial experience and holds both a CPA license and a Professional Fiduciary License. We provide personalized and compassionate support to help clients maintain independence, avoid family conflicts, and safeguard against financial abuse. From daily financial tasks to emergency tax/trust situations, we are here to guide you through every aspect of your financial journey.

U.S. Bancorp Investments - Financial Advisors, led by Angel Velasquez, is a reputable finance institution located at 29000 South Western Avenue in Rancho Palos Verdes, California. With a focus on providing top-notch financial advice and services, the team at U.S. Bancorp Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Angel Velasquez and his team are here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.

Financial Advisors at U.S. Bancorp Investments in Rancho Palos Verdes, California, provide expert guidance and personalized strategies to help individuals achieve their financial goals. Whether it's planning for retirement, investing for the future, or managing wealth, our team of experienced professionals is dedicated to helping clients navigate the complexities of the financial world. With a focus on trust, integrity, and superior customer service, U.S. Bancorp Investments is a trusted partner for all your financial needs.

Lea Okamura is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 716 Yarmouth Road in Palos Verdes Estates, California. With a focus on providing personalized financial planning and investment management services, Lea helps clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lea Okamura is committed to helping you navigate the complexities of the financial world with confidence and peace of mind. Contact Lea today to schedule a consultation and take the first step towards a secure financial future.

Welcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.

Welcome to Suzy Zimmerman - State Farm Insurance Agent! Located at 4010 Palos Verdes Drive North in Rolling Hills Estates, California, our insurance agency has been serving the Southern California community for over 15 years. Situated in the Academy Center Complex at the southwest corner of Crenshaw and Palos Verdes Drive North, we offer personalized insurance coverage and exceptional service to our clients. At Suzy Zimmerman State Farm, we can assist you with a variety of insurance needs, including Life, Auto Insurance, and more. Our team is dedicated to reviewing your coverage to ensure that all your needs are being met. Whether you're looking to update your Home, Condo, or Renters Insurance plan, or need help with hard-to-insure property via the CA Fair Plan, we are here to help.

Neu Insurance Services, Inc. - Arroyo Insurance Rolling Hills is a reputable insurance agency located at 4040 Palos Verdes Drive North in Rolling Hills Estates, California. With a commitment to providing top-notch insurance services, they serve the community with a range of insurance products tailored to meet the diverse needs of their clients. Whether you are looking for auto, home, business, or life insurance, their experienced team of professionals is dedicated to helping you find the right coverage at competitive rates. Trust Neu Insurance Services, Inc. - Arroyo Insurance Rolling Hills to protect what matters most to you.

Jessica Dreiling Insurance is a reputable health insurance agency located at 716 Yarmouth Road in Palos Verdes Estates, California. With a commitment to providing excellent service and personalized insurance solutions, Jessica Dreiling Insurance is dedicated to helping individuals and families find the right coverage to meet their healthcare needs. Whether you are in need of health insurance for yourself or your loved ones, Jessica Dreiling Insurance is here to guide you through the process and ensure that you are properly protected. Trust in the expertise and experience of Jessica Dreiling Insurance for all of your health insurance needs.

Eldercare Law Atty is a legal institution specializing in providing expert legal advice and representation in matters related to elder law. Located at 4021 Palos Verdes Drive South in Rancho Palos Verdes, California, this institution offers services to assist seniors and their families in navigating complex legal issues such as estate planning, long-term care planning, guardianship, and more. With a focus on protecting the rights and well-being of older adults, Eldercare Law Atty is dedicated to providing compassionate and knowledgeable legal support to ensure the best possible outcomes for their clients.

Elena Arellano-Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West in Palos Verdes Estates, California. Conveniently situated in the Lunada Bay Patio Building next to the Park, Elena is a proud South Bay native with a background in Civil Engineering and an MBA from USC. As a State Farm agent, Elena helps individuals and families protect their assets, manage risks, and plan for their future financial needs. In addition to her professional pursuits, Elena is dedicated to her family and community, serving as a parent caregiver and actively participating in charitable initiatives. She is committed to building lasting relationships with her clients, understanding their unique circumstances, and offering exceptional service and support.

founded in Central California and now located in Torrance, California, Mark Schoettler - State Farm Insurance Agent offers a wide range of insurance products to meet the needs of individuals and families in the South Bay area, The Palos Verdes Peninsula, and all of California. With over 30 years of experience with State Farm, Mark and his team are committed to providing personalized and exceptional service to all customers. At Mark Schoettler - State Farm Insurance Agent, customers can find a variety of insurance products including auto, home, business, and life insurance. The agency team, with over 120 years of combined experience in the insurance industry, is dedicated to helping customers find the right coverage based on their individual needs and budget.

Rob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.

Proworks Insurance is a reputable insurance agency located at 727 Silver Spur Road in Palos Verdes Estates, California, United States. Our experienced team of professionals is dedicated to providing top-notch insurance solutions to meet the needs of our clients. From auto and home insurance to life and health insurance, we offer a wide range of coverage options to protect what matters most to you. With a commitment to excellent customer service and personalized attention, Proworks Insurance is your trusted partner in safeguarding your future. Contact us today to learn more about how we can help you secure the right insurance coverage for your unique needs.

Jere Murray - State Farm Insurance Agent is a reputable insurance agency located at 300 Tejon Place in Palos Verdes Estates, California. As a State Farm agent, Jere Murray offers a wide range of insurance products and services to help individuals and families protect their assets and plan for the future. With a commitment to excellent customer service and personalized insurance solutions, Jere Murray is dedicated to helping clients find the coverage that best fits their needs. Whether you are looking for auto, home, life, or business insurance, Jere Murray - State Farm Insurance Agent is here to help you navigate the complexities of the insurance world and provide you with peace of mind.

Winkworth Wealth Strategies is a leading finance institution located at 27 Malaga Cove Plaza in Palos Verdes Estates, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. From investment planning to retirement savings, we provide comprehensive financial services to meet the needs of individuals and families. Trust Winkworth Wealth Strategies to guide you towards a secure financial future.

At Wealth Management Associate - U.S. Bancorp Investments, Maria Carvajal offers expert financial guidance and services in Rancho Palos Verdes, California. With a focus on wealth management, Maria helps clients achieve their financial goals through personalized investment strategies and portfolio management. Located at 29000 South Western Avenue, this finance institution provides top-notch services to individuals and businesses looking to grow and protect their assets. Whether you are planning for retirement, saving for a major purchase, or seeking to build wealth, Maria Carvajal and her team are dedicated to helping you navigate the complex world of finance with confidence and success.

Lee Capital Management is a premier finance institution located at 43 Malaga Cove Plaza in Palos Verdes Estates, California. Specializing in wealth management and investment services, Lee Capital Management is committed to helping clients achieve their financial goals through personalized strategies and expert guidance. With a team of experienced professionals and a track record of success, Lee Capital Management is a trusted partner for individuals and businesses seeking to grow and protect their assets.

Welcome to Los Angeles County Fire Dept. Station 2, located at 340 Palos Verdes Drive West, Palos Verdes Estates, California. We are proud to be part of the renowned Los Angeles County Fire Department, recognized globally for excellence in fire and emergency services. Our dedicated team of firefighters and lifeguards are committed to serving the community with the highest standards of safety and professionalism. At Station 2, we not only respond to emergencies but also focus on educating the youth and the community about fire safety and emergency medical services. We emphasize community service and civic involvement through positive mentoring, training, education, and career development.

Welcome to Los Angeles County Fire Dept. Station 106, proudly serving the community of Rolling Hills Estates and surrounding areas. Located at 27413 Indian Peak Road, Rolling Hills Estates, California 90274, our station is dedicated to providing top-notch fire protection and emergency medical services. Our team of highly skilled and dedicated firefighters is part of the internationally renowned Los Angeles County Fire Department, known for its excellence in fire and rescue operations. At Station 106, we are committed not only to emergency response but also to community education and involvement. We offer programs that introduce the youth of Los Angeles County to fire and emergency medical services, focusing on community service, civic involvement, and career development. Understanding fire safety is crucial for everyone, and we provide resources to help you identify potential safety issues in your home and know what to do in case of an emergency.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to First Foundation Bank, located at 36 Malaga Cove Plaza, Palos Verdes Estates, California 90274. As a trusted provider in the banking and finance industry, our Palos Verdes Estates branch is dedicated to offering personalized and comprehensive financial services to meet your unique needs. Whether you're seeking deposit and loan products, investment and advisory services, or trust and insurance solutions, First Foundation Bank has you covered. As a Member FDIC and Equal Housing Lender, we ensure your banking experience is secure and reliable. Our team of experts, including those from First Foundation Advisors, an SEC-Registered Investment Advisor, is here to guide you with tailored investment strategies and financial advice. Additionally, our First Foundation Insurance Services, holding license number #0H38553, offers a range of insurance solutions to protect your assets and loved ones.

Welcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.