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TOP 30 Financial representative in California
820 results found
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Ted Young, Financial Adviser - Financial Strategies Of California
Ted Young, Financial Adviser - Financial Strategies Of California, located at 1329 H Street, Sacramento, California, United States, is dedicated to helping clients take control of their financial future. As a Registered Representative offering securities products and services through NYLIFE Securities LLC, Ted Young provides investment advisory services in multiple states. With a focus on ethics and integrity, the institution seeks to assist clients in making sound financial decisions to achieve their long-term aspirations. Please note that Financial Strategies of California is not owned or operated by NYLIFE Securities LLC or its affiliates, and does not provide tax, legal, or accounting advice. For more information, visit the website or contact the institution directly.
Sierra Financial Planning
Sierra Financial Planning is a full-service fee-only financial planning and asset management firm located in Roseville, California. We pride ourselves on offering professional, independent, and unbiased advice to our clients. Our team, led by owner Jack Johnson, includes a Certified Financial Planner™ and Certified Public Accountant, ensuring that our clients receive the highest level of personalized service. As a Registered Investment Advisor licensed by the state of California, Sierra Financial Planning represents our clients, not any products, and does not accept any commissions. Contact us today to learn more about how we can help you achieve your financial goals.
Mitch Rosenberg, Financial Adviser - Mdr Insurance & Financial Services
Mitch Rosenberg, Financial Adviser at MDR Insurance & Financial Services, located at 889 Pierce Court in Thousand Oaks, California, is dedicated to helping clients navigate the complex world of finance. With a range of qualifications including CFP®, CLU®, ChFC®, CPA, MSFS, AEP®, Mitch is well-equipped to provide expert advice on life and health insurance. At MDR Insurance & Financial Services, the focus is on helping clients accumulate funds, minimize taxes, and protect their income, lifestyle, business, and estate. Mitch aims to ensure that money is available when it is needed most. As a licensed agent with New York Life Insurance Company, Mitch can offer a variety of insurance products to clients in several states including AZ, CA, CO, IN, MI, NJ, NV, NY, OR, SD, TX, and WA.
Societe Generale Representatives Offices
Societe Generale Representatives Offices, located at 233 Wilshire Boulevard in Santa Monica, California, is a bank and finance institution that caters to institutional, corporate, and government clients in North America. With a full range of services tailored to meet the unique needs of clients in the American market, Societe Generale takes a pragmatic approach by focusing on areas where they have demonstrated global expertise. Whether you are looking for banking services, financial advice, or investment solutions, Societe Generale Representatives Offices is dedicated to providing top-notch service and support to help you achieve your financial goals.
First Command Financial Advisor - Audie Marzo
First Command Financial Advisor - Audie Marzo is a finance institution located at 12419 Lewis Street, Garden Grove, California, United States. This institution provides financial services to clients on a strictly voluntary basis. The institution has not paid any direct or indirect compensation to clients for testimonials and is committed to maintaining transparency and avoiding conflicts of interest. While testimonials may not be representative of all client experiences, First Command Financial Advisor - Audie Marzo strives to provide personalized financial advice and guidance to help clients achieve their goals.
Alberto Rivera, Bankers Life Agent and Bankers Life Securities Financial Representative
Alberto Rivera, Bankers Life Agent and Bankers Life Securities Financial Representative in Corona, California, offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a financial advisor, Alberto Rivera can help you navigate through Medicare Advantage plans to find the best coverage for your needs. With options for prescription drug coverage and low monthly premiums, Medicare Advantage plans provide comprehensive healthcare coverage. Planning for long-term care is essential in today's world, and Alberto Rivera is here to help you start preparing for the future. Visit our office at 355 East Rincon Street in Corona to discuss your insurance and financial planning needs with Alberto Rivera today.
TJ's Financial & Income Taxes
TJ's Financial & Income Taxes is a trusted institution located at 2619 West Valley Boulevard in Alhambra, California. Specializing in accounting and finance, we offer income tax and business solutions for small businesses and entrepreneurs. Our services include accounting, payroll, and bookkeeping support to streamline your back office operations. With our expertise, we can handle complex issues and represent clients in audits with the IRS, FTB, and EDD. Our team stays current on tax laws to ensure we are prepared for any situation. We develop customized strategies for both business and individual clients, working diligently to address their financial needs, even beyond tax season. Trust TJ's Financial & Income Taxes to tackle your most pressing financial challenges.
Allstate Personal Financial Representative: Brad Dehaven
Welcome to Allstate Personal Financial Representative: Brad Dehaven, your trusted insurance agency located in the heart of Aptos, California. Situated at 8046 Soquel Drive, we are dedicated to providing our community with exceptional insurance solutions tailored to meet your unique needs. With a wealth of experience and a commitment to personalized service, Brad Dehaven and his team are here to help you navigate the complexities of insurance planning with ease and confidence. Whether you're seeking auto, home, life, or business insurance, we offer a comprehensive range of products designed to protect what matters most to you. Our goal is to ensure that you have the right coverage at the right price, providing peace of mind for you and your loved ones.
Allstate Personal Financial Representative: Michael Drahos
Welcome to Allstate Personal Financial Representative: Michael Drahos, your trusted partner in financial planning and insurance solutions, located conveniently in the heart of Manhattan Beach, California. At 1021 North Sepulveda Boulevard, our office is committed to helping you safeguard your financial future and protect what matters most to you. Michael Drahos, with his extensive experience in the finance and insurance industry, is dedicated to providing personalized services tailored to meet your individual needs. Whether you're looking to secure your family's future with life insurance, plan for retirement, or explore investment opportunities, Michael is here to guide you every step of the way.
Allstate Personal Financial Representative: Everett Echavez
Welcome to Allstate Personal Financial Representative: Everett Echavez, your trusted partner in financial security and insurance solutions. Conveniently located at 20340 Hawthorne Boulevard in Torrance, California, we are dedicated to helping you protect what matters most. With a commitment to personalized service, Everett Echavez and his team offer a comprehensive range of financial services, including life insurance, retirement planning, and investment strategies tailored to meet your unique needs and goals. At our agency, we understand that financial planning and insurance can be complex, which is why we strive to simplify the process for our clients. Whether you're looking to safeguard your family's future, plan for retirement, or explore investment opportunities, we are here to guide you every step of the way. Our experienced professionals take the time to understand your individual circumstances and provide customized solutions that align with your financial objectives.
Allstate Personal Financial Representative: Steve Sung
Welcome to Allstate Personal Financial Representative: Steve Sung, your trusted partner in financial planning and insurance solutions located in the heart of Torrance, California. Situated conveniently at 17411 Crenshaw Boulevard, our agency is dedicated to helping individuals and families secure their financial future and protect what matters most. At Allstate, Steve Sung brings years of experience and a deep understanding of the financial and insurance landscape to provide personalized guidance tailored to your unique needs. Whether you're looking to safeguard your assets, plan for retirement, or explore investment opportunities, Steve is here to offer expert advice and comprehensive solutions.
Lenore Melissa Jackson: Primerica - Financial Services
Welcome to Lenore Melissa Jackson: Primerica - Financial Services, your trusted partner in achieving financial security and peace of mind. Conveniently located at 1145 East Dominguez Street, Carson, California, our agency is dedicated to providing personalized financial solutions tailored to your unique needs. As a proud representative of Primerica, we specialize in offering a comprehensive range of financial services, including life insurance, investment opportunities, and debt management strategies. Our mission is to empower individuals and families in the Carson community and beyond by helping them make informed financial decisions and secure a brighter future.
Allstate Personal Financial Representative: Angela Rodriguez
Welcome to Allstate Personal Financial Representative: Angela Rodriguez, your trusted partner in financial security and insurance solutions. Conveniently located at 7625 Rosecrans Avenue in Paramount, California, our agency is dedicated to providing personalized financial and insurance services tailored to meet your unique needs. With a deep understanding of the financial landscape and a commitment to exceptional customer service, Angela Rodriguez is here to help you navigate life's uncertainties with confidence. Whether you're looking for comprehensive insurance coverage, retirement planning, or investment strategies, we offer a wide range of products and services designed to protect your assets and secure your future. Visit us today and discover how we can assist you in achieving your financial goals. Your peace of mind is our priority.
Allstate Personal Financial Representative: Jose Villasenor
Welcome to Allstate Personal Financial Representative: Jose Villasenor, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 10900 Los Alamitos Boulevard, Los Alamitos, California, our agency is dedicated to providing personalized financial solutions and comprehensive insurance services tailored to meet your unique needs. At Jose Villasenor's agency, we understand that each client has distinct financial goals and challenges. Our team of experienced professionals is committed to offering expert advice and guidance, ensuring you have the right strategies in place for a secure financial future. Whether you're looking for retirement planning, investment advice, or insurance coverage, we are here to help you make informed decisions with confidence.
Kaleena Rebekah Sanchez: Primerica - Financial Services
Welcome to Kaleena Rebekah Sanchez: Primerica - Financial Services, your trusted partner in financial security and growth. Located at 12614 Leffingwell Road, Santa Fe Springs, California, our agency is dedicated to helping individuals and families achieve their financial goals through personalized strategies and expert guidance. As a proud representative of Primerica, we specialize in a wide range of financial services, including life insurance, investment options, and comprehensive financial planning. Our mission is to educate and empower our clients, providing them with the tools and knowledge needed to make informed financial decisions. Whether you're planning for retirement, securing your family's future, or seeking to build wealth, our team is here to support you every step of the way. Visit us today and discover how we can help you achieve financial peace of mind.
Allstate Personal Financial Representative: Twila King
Welcome to Allstate Personal Financial Representative: Twila King, your trusted partner in financial planning and insurance solutions located in the heart of beautiful Laguna Beach, California. Nestled along the picturesque Coast Highway, our office is dedicated to helping individuals and families achieve financial security and peace of mind. At Allstate, Twila King brings a wealth of experience and personalized service to the community, offering a comprehensive range of financial and insurance products tailored to meet your unique needs. Whether you're seeking guidance on retirement planning, life insurance, or investment strategies, Twila is here to provide expert advice and support every step of the way.
Sea Monster Loans / C2 Financial Corporation
Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.
Bank of America (with Drive-thru ATM)
Bank of America (with Drive-thru ATM) located at 1687 East Florida Avenue in Hemet, California, is a trusted financial institution offering a wide range of banking services to meet your financial needs. Whether you need to deposit funds, withdraw cash, or speak with a banking representative, our convenient drive-thru ATM allows you to easily access your accounts from the comfort of your vehicle. With a commitment to excellent customer service and financial expertise, Bank of America is dedicated to helping you achieve your financial goals.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 17777 Center Court Drive South, Cerritos, California, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you navigate through the complex decisions involved in financial planning. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your money and achieving your goals. With a commitment to providing high-quality products and services, Western & Southern Life is here to support you every step of the way. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Contact our Greater Los Angeles Agency to learn more about our offerings and how we can help you secure your family's financial future. Please note that not all Agents are registered to sell securities, and it is important to speak with a licensed Agent if you have specific investment needs. Trust Western & Southern Life to provide the guidance and solutions you need to protect your loved ones and plan for a secure future.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 3536 Concours Street in Ontario, California, United States. We offer a variety of products to help you plan for your financial future, whether personally or for your business. Our personalized guidance and solutions are tailored to your specific needs, helping you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about your personal finances. We can help you evaluate your financial goals and learn about family finances and money management at any life stage.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company is an insurance agency located at 15373 Innovation Drive in San Diego, California, United States. Our team is dedicated to helping you plan for your financial future by offering a variety of products tailored to your specific needs. Whether you are looking for life insurance, retirement planning, or investment options, we are here to guide you every step of the way. At Western & Southern Life, we provide personalized guidance and solutions to help you achieve your financial goals. Explore our financial tools, educational articles, and interactive calculators to make informed decisions about your finances. We are committed to bringing you the highest quality products and services to secure your family's future.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 2710 Gateway Oaks Drive in Sacramento, California, is an insurance agency dedicated to helping individuals and businesses plan for their financial futures. With a variety of products and personalized guidance, we can assist you in achieving your financial goals. From life insurance to money management, our team is committed to providing the highest quality products and services to meet your needs. Our comprehensive rewards package and world-class training opportunities demonstrate our commitment to your personal success. As a member of the Western & Southern Financial Group, we offer securities through W&S Brokerage Services, Inc. and are dedicated to providing you with the resources and support you need to make informed financial decisions.
Bank of America (with Drive-thru ATM)
Bank of America (with Drive-thru ATM) located at 1155 West Steele Lane in Santa Rosa, California is a full-service bank providing a wide range of financial services to its customers. With the convenience of a drive-thru ATM, customers can easily access their accounts and complete transactions without leaving their vehicle. Whether you need to deposit a check, withdraw cash, or speak with a banking representative, Bank of America is dedicated to providing exceptional service and meeting all of your financial needs. Visit us today and experience the convenience and reliability of banking with Bank of America.
Western & Southern Life Insurance Company
Western & Southern Life Insurance Company, located at 2389 West March Lane in Stockton, California, is a trusted insurance agency offering a wide range of products to meet your financial needs. Whether you are planning for your personal or business future, our personalized guidance and solutions can help you navigate through the many options available. Explore our financial tools, educational articles, and interactive calculators to feel more confident about managing your finances. From life insurance to investment products, we are committed to providing you with high-quality services that align with your specific goals.
Bank of America (with Drive-thru ATM)
Bank of America in Hemet, California, is a trusted financial institution offering a wide range of banking services to meet your needs. Conveniently located at 2498 West Florida Avenue, our branch features a drive-thru ATM for quick and easy access to your funds. Whether you need to deposit checks, withdraw cash, or speak with a banking representative, Bank of America is here to help. Visit us today to experience top-notch customer service and secure financial solutions.
Bank of America ATM
The Bank of America ATM located at 19300 Goldenwest Street in Huntington Beach, California, United States, offers convenient banking services for customers. By providing your mobile number, you can receive text messages about your transactions, with fees that may apply. This ATM is compatible with Apple and Android devices, and also provides instructions in non-English languages. Additionally, there is a dedicated business teller available for business clients, and a night depository for after-hours deposits. Merrill Edge Financial Solutions Advisors are on hand to offer investment advice, and you can set up a meeting with a banking representative at this location. Securities products are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated, a subsidiary of Bank of America Corporation. Insurance products are offered through Merrill Lynch Life Agency Inc. and Banc of America Insurance Services, Inc. Banking services are provided by Bank of America, N.A. and affiliated banks. The institution strives to provide useful information and services to its customers, with a focus on privacy and security.
RCU Insurance Services
RCU Insurance Services is a reputable insurance agency located at 1205 North Dutton Avenue in Santa Rosa, California, United States. Our goal is to provide quality insurance that meets your specific needs and budget. As an extension of Redwood Credit Union (RCU), we strive to always do what is right for our clients. With access to over 13 preferred carriers and many hard-to-place carriers, RCU Insurance Services can help you find the best coverage for the best value. Our dedicated agents do not charge brokerage fees and are always available to assist you when you need it most.
Farmers Insurance
Farmers Insurance is an insurance agency located at 835 Piner Road in Santa Rosa, California, United States. If you are looking for a Farmers Insurance Agent in Santa Rosa, California, this is the place to find one. The agency represents various insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and more. Home office is based in Los Angeles, CA. They offer a range of insurance products including home, auto, life, and commercial insurance. Securities are also offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products. Contact an agent for more information on available products and coverage options.
Veronica Mendoza Insurance Agency
Veronica Mendoza Insurance Agency, located at 800 College Avenue in Santa Rosa, California, is a finance and insurance agency offering a wide range of services to meet the needs of individuals and businesses. They provide permanent life insurance policies with guaranteed death benefits and cash value growth, as well as long-term coverage that can be customized to fit any budget. Clients also have the option to invest their policy's cash value in the market for potential gains. In addition to life insurance, Veronica Mendoza Insurance Agency offers services such as long-term care insurance, retirement planning, estate planning, and investments for education expenses. They also provide insurance options for employees, executives, and small business owners.
Jared Soukup - State Farm Insurance Agent
Jared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!
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