Financial resources in California

The Bank of America Financial Center located at 3565 California Street in San Francisco, California, is a prominent banking institution offering a wide range of financial services to its customers. With a strong presence in the United States, this bank provides various banking and finance solutions to individuals, businesses, and corporations. Whether you need assistance with personal banking, investments, loans, or wealth management, the Bank of America Financial Center is dedicated to helping you achieve your financial goals. Visit this institution for reliable and trustworthy financial services in the heart of San Francisco.

The Bank of America Financial Center at 2905 Stevens Creek Boulevard in Santa Clara, California, is a leading financial institution offering a wide range of banking and finance services to individuals, businesses, and organizations. With a strong presence in the United States, Bank of America is known for its innovative financial products, convenient banking solutions, and exceptional customer service. Whether you need assistance with personal banking, wealth management, or business financing, the experienced professionals at this financial center are dedicated to helping you achieve your financial goals. Visit the Bank of America Financial Center in Santa Clara today for all your banking and financial needs.

The Bank of America Financial Center located at 5800 Santa Rosa Road in Camarillo, California, is a leading banking and financial institution in the United States. Offering a wide range of financial services including personal and business banking, investment services, and wealth management, Bank of America is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a strong reputation for excellent customer service, the Bank of America Financial Center in Camarillo is a trusted partner for all your financial needs.

Welcome to the Bank of America Financial Center, conveniently located at 702 Mission Avenue in the heart of Oceanside, California. As a trusted name in banking and finance, we are committed to providing exceptional service and a wide range of financial solutions to meet your needs. Whether you are looking to open a new account, apply for a loan, or seek financial advice, our team of experienced professionals is here to assist you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and convenience.

The Bank of America Financial Center is a prominent banking institution located at 1200 Fairmont Drive in San Leandro, California, United States. As a trusted bank and financial services provider, they offer a wide range of services including personal and business banking, wealth management, investment services, and more. With a commitment to excellence and customer satisfaction, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. Visit them today to experience top-notch banking services and financial solutions.

The Financial Aid and Scholarships Office at 9460 Russell Lane in San Diego, California, is dedicated to helping students achieve their academic goals by providing financial assistance and scholarship opportunities. Our knowledgeable staff is available to guide students through the application process and help them access the resources they need to fund their education. Whether you are seeking grants, loans, or scholarships, our office is here to support you every step of the way. Visit us today to learn more about how we can help make your educational dreams a reality.

Absorb Financial Group is a leading finance, health, and insurance agency located at 5150 Calle Sandwaves in San Diego, California, United States. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or risk management solutions, Absorb Financial Group has the expertise and resources to meet your needs. Contact us today to learn more about our comprehensive services and how we can help you thrive in today's complex financial landscape.

1031 Exchange Advantage - Plenti Financial is a finance and real estate agency located at 5355 Avenida Encinas, Carlsbad, California, United States. They specialize in utilizing the 1031 Exchange Tax Break, a little known IRS rule, to help clients save 30-40% in unnecessary taxes. As a qualified 1031 Accommodator, Plenti Financial provides step-by-step assistance in navigating the exchange process. Clients can get a Tax Report to understand the taxes their sale will trigger and receive guidance on finding a property that qualifies for a tax-free purchase. Whether buying first and then selling, or selling first and then buying, Plenti Financial ensures a tax-free exchange. With over 40 years of experience, they offer attorney-trained mentors for guidance and support throughout the process.

C2 Financial Corporation, led by Joseph Chacko, is a reputable mortgage broker and lender located in San Diego, California. With a focus on providing personalized and efficient financial solutions, C2 Financial Corporation offers a wide range of mortgage services to meet the needs of their clients. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, Joseph Chacko and his team are dedicated to helping you navigate the complex world of finance. Visit their office at 12230 El Camino Real to learn more about their services and how they can assist you in achieving your financial goals.

Rich Iacovetta Mortgage Loan Originator at Barrett Financial Group, LLC in Folsom, California, is dedicated to providing accessible financial services to all individuals, including those with disabilities. With NMLS #233779, Rich Iacovetta offers personalized mortgage loan solutions to help clients achieve their financial goals. The institution's commitment to accessibility is evident through their investment in resources to ensure their website is user-friendly for all. Located at 850 Iron Point Road, Folsom, California, Rich Iacovetta and the team at Barrett Financial Group, LLC strive to uphold the values of dignity, equality, comfort, and independence for every client. For inquiries, contact 480-459-4500 or email loans@barrettfinancial.com.

Vanguard Resource Group is a leading finance and real estate agency located at 16870 West Bernardo Drive in San Diego, California. With over three decades of experience, we have helped over 800 business owners in Southern California successfully sell their businesses. Our team of Certified Business Brokers and Intermediaries specializes in valuing businesses in San Diego and the surrounding areas, with a total transaction value exceeding $400MM. Whether you are looking to sell your business, buy a business, or need a business valuation, Vanguard Resource Group is here to assist you every step of the way. Our award-winning office applies a Wall Street approach to selling Main Street businesses, and we have expertise in selling businesses in over 75 different industries, from franchised retail stores to multi-million-dollar manufacturing businesses. Our services have been praised by clients for our impeccable negotiations and follow-through, guiding them to successful conclusions.

Casa Financial Services, Inc is a finance institution located at 9560 Cuyamaca Street in Santee, California, United States. We are dedicated to helping our clients find the perfect mortgage product to suit their individual needs. Our team understands that each borrower is unique, which is why we offer a variety of products to cater to different requirements. Our goal is to make the mortgage process as simple and straightforward as possible by providing the latest financial tools and resources. Whether you are a first-time homebuyer or looking to refinance, we are here to assist you every step of the way.

The Financial Counseling Center, located at 4311 Wilshire Boulevard in Los Angeles, California, is a trusted resource for individuals seeking expert financial advice and guidance. Our team of experienced professionals provides personalized counseling and support to help clients achieve their financial goals and navigate challenging economic situations. Whether you need help creating a budget, managing debt, or planning for the future, our center offers comprehensive services to assist you in making informed decisions and improving your financial well-being. Contact us today to schedule a consultation and take the first step towards a more secure financial future.

Abundant Wealth Management, Inc. - ALLEN MONTEMAGNO Jr. - LPL Financial Advisor is a finance institution located at 25096 Jefferson Avenue, Murrieta, California, United States. Committed to helping clients pursue a return on their investment, the institution offers a range of services and resources to assist with financial planning and management. Allen Montemagno Jr. is a registered representative with LPL Financial, a registered investment advisor, and is dedicated to providing quality professional service and guidance to clients. With a focus on retirement savings plans that come with tax benefits, clients can trust in the expertise and experience of the team at Abundant Wealth Management, Inc. Visitors to the website can access helpful calculators and information to support their financial goals. Securities business can only be conducted with residents of certain states, so it is important to check the background of this investment professional before engaging in services.

Merrill Lynch Financial Advisor David N Krake is located at 145 South State College Boulevard in Brea, California. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, they get to know you and your family, and work with you to plan for your legacy. David Krake, a Wealth Management Advisor at Merrill, has extensive experience in the financial services industry and holds certifications in financial planning and fiduciary advising. He is committed to helping individuals and businesses navigate financial challenges and meet their goals with a comfortable level of risk. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They offer insights and ideas to help you pursue your financial goals, and provide tools to help you track changes in your life and financial approach. Whether you are focused on growing, preserving, or transferring wealth, they are dedicated to helping you address your financial goals at every stage of your life. With access to the global resources of Merrill and Bank of America, they can help you develop a personalized financial strategy that aligns with your goals and priorities. From retirement planning to funding a child's education, they are here to support you on your financial journey.

Essential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.

Resource Financial Mortgage, led by Scott Way, is a reputable mortgage broker located in Newport Beach, California. With NMLS #287207, Scott Way and his team provide expert financial services to help clients secure the best mortgage options tailored to their needs. Whether you are a first-time homebuyer or looking to refinance, Resource Financial Mortgage offers personalized solutions to guide you through the process. Visit their office at 2901 West Coast Highway to discuss your mortgage needs with a reliable and experienced finance professional.

Velin & Associates Los Angeles CPA Firm, located in West Hollywood, California, is a reputable institution specializing in accounting and finance services. They offer a wide range of financial services including bookkeeping, accounting, tax preparation, and financial planning for both individuals and businesses. Their team of experienced professionals at Velin & Associates, Inc. prioritizes the success of their clients above all else. They are dedicated, accessible, and committed to providing top-notch services to ensure their clients achieve their financial goals.

Welcome to Financial Home Associates, your trusted partner in navigating the financial landscape. Conveniently located at 1000 Town Center Drive in Oxnard, California, we are committed to providing tailored financial solutions that meet the unique needs of our clients. Our team of experienced professionals is dedicated to offering personalized advice and comprehensive services in financial planning, investment management, and retirement strategies. Whether you're an individual seeking to secure your financial future or a business aiming to optimize financial performance, Financial Home Associates is here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence and clarity.

Welcome to Home Central Financial, your trusted partner in navigating the world of mortgages in Downey, California. Located at 7847 Florence Avenue, Downey, CA 90240, Home Central Financial is your local expert in reverse mortgages, refinancing, VA, and FHA loans. Led by experienced mortgage broker Miguel A. Vazquez, our dedicated team is committed to helping you find the perfect home and mortgage solution tailored to your unique needs. At Home Central Financial, we understand that every customer has different mortgage requirements, and we are determined to meet those with our wide range of customizable mortgage products. Whether you're interested in reverse mortgages, FHA 3.5% home purchase loans, conventional loans, or down payment assistance programs, we have the expertise and resources to guide you through the process. Our goal is to offer our clients the lowest possible home mortgage interest rates and closing costs, all while providing outstanding customer service with honesty and integrity.

Welcome to LBS Financial Credit Union, your trusted partner in financial success located at 6457 Pacific Coast Highway, Long Beach, California. As a member-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. Our comprehensive range of products includes savings and checking accounts, personal and auto loans, mortgages, and investment solutions, all designed to help you achieve your financial goals. With a commitment to personalized service and financial education, our experienced team is here to guide you every step of the way. Discover the benefits of banking with a credit union that truly cares about your financial well-being. Visit LBS Financial Credit Union today and experience the difference of community-focused banking.

The Newman Family Resource Center is a community-based organization located at 1300 Patchett Drive in Newman, California. Our center provides a wide range of support services and resources for families in need, including parenting classes, counseling, financial assistance, and access to food and clothing. We strive to empower families to overcome challenges and build a stronger, more resilient community. Visit us today to learn more about how we can help you and your loved ones thrive.

Sense Financial Services LLC is a finance institution located at 155 North Riverview Drive in Anaheim, California, United States. They specialize in helping individuals minimize their tax liability by sheltering nearly $60,000 of their income from taxes. With their tax-advantaged retirement plans, clients can invest in real estate, private business, precious metals, private lending, and more without waiting for custodian approval. Their self-directed IRA and Solo 401k plans come with checkbook control, reducing fees and eliminating delays. Clients have exclusive access to a Client Portal with educational resources and forms to maintain their plans. The experienced team at Sense Financial ensures speed, accuracy, and compliance with IRS rules. Clients rave about the exceptional customer service and support provided by Dmitriy and his team. Whether setting up a Solo 401k plan or a Self Directed IRA, Sense Financial is the go-to choice for those looking to diversify their investments and take control of their retirement funds.

Merrill Investment & Retirement Financial Center, located at 6490 Camden Avenue in San Jose, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced Merrill Financial Solutions Advisors, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest, save for retirement, or manage your wealth, Merrill has the tools and resources to assist you every step of the way. Additionally, the institution provides information on a variety of financial products and services, including banking products offered by Bank of America, N.A. and affiliated banks. With a focus on building relationships and providing exceptional service, Merrill Investment & Retirement Financial Center is dedicated to helping clients turn their ambitions into action.

Austin Lampson at Homeowners Financial Group USA, LLC is a finance institution located at 1525 State Street in Santa Barbara, California. The Lampson Team is dedicated to assisting veterans and active military personnel in achieving their goals of homeownership. Led by Austin Lampson, a seasoned professional with over a decade of experience in the industry, the team provides top-notch customer service and helps clients find the best mortgage product for their needs. The institution also offers support from licensed Mortgage Professional Assistants, Christine and Johanna, who guide clients through the mortgage process from start to finish. In addition, Amber Moon serves as the In-Process Team Liaison, ensuring a smooth and efficient transaction for all parties involved. Jenna manages marketing, events, client retention, and servicing, while Jacquie handles team marketing coordination.

LBS Financial Credit Union is a trusted financial institution located at 5505 Garden Grove Boulevard in Westminster, California. As a credit union, LBS Financial offers a wide range of financial services including banking, loans, and investment options. With convenient ATM services available, members can easily access their funds and manage their finances. Whether you're looking to save, borrow, or invest, LBS Financial Credit Union is committed to helping you achieve your financial goals.

Monrovia Financial Center is a versatile institution located at 412 West Foothill Boulevard in Monrovia, California. This establishment offers a wide range of financial services including banking and finance options for individuals and businesses. In addition to its financial services, Monrovia Financial Center also houses a jewelry store and a store where customers can browse and purchase a variety of products. With its convenient location and diverse offerings, Monrovia Financial Center is a one-stop destination for all your financial and shopping needs.

EdMD College Admissions & Financial Aid Experts is a renowned institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Specializing in health education, they provide expert guidance and support for students navigating the college admissions and financial aid process. With a team of experienced professionals, EdMD College Admissions & Financial Aid Experts is dedicated to helping students achieve their academic and career goals in the healthcare field. Whether you are a high school student preparing for college or a working professional looking to further your education, EdMD College Admissions & Financial Aid Experts is here to assist you every step of the way.

Welcome to the McKinleyville Family Resource Center, your community hub located at 1615 Heartwood Drive, McKinleyville, California. We are dedicated to supporting families and individuals in our community by providing a wide range of resources and services designed to enhance well-being and foster growth. Our center offers educational workshops, parenting classes, and access to essential resources such as food assistance, childcare referrals, and more. Our friendly and knowledgeable staff are here to assist you in navigating life's challenges and connecting you with the support you need. Visit us today to learn more about how we can help you and your family thrive.

Live Oak Community Resources, located at 1740 17th Avenue in Santa Cruz, California, is a warm and welcoming space for the Live Oak community to access resources that provide stability and hope for the future. As part of the Community Bridges family of programs, our compassionate staff offer bi-lingual, bi-cultural support on both short and long-term bases. We partner with Second Harvest Food Bank to provide free supplemental groceries and nutritional awareness, as well as offer free counseling and advocacy services for youth, families, and individuals. Our parent education classes cover a variety of topics, and our advocates assist with enrollment for government benefits and services. Volunteers provide after-school tutoring support, and we value feedback from participants to continuously improve our services. Drop-in hours are Monday to Thursday from 9am to 5pm. Contact us at 831-476-7284 for more information or visit our website at cbridges.org.