Financial retirement services in National City, California
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Principal Financial Group
● OpenPrincipal Financial Group is an insurance agency located at 704 Alfred Nobel Drive, Hercules, California, United States. Discover how insurance can help you protect what matters most to you. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about your investments and meet your money goals with a partner in your area. Learn about the 8 simple steps to help your money adapt as life changes and the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck. Principal Financial Group offers SimpleInvest portfolios comprised primarily of Principal products, including affiliated mutual funds and ETFs. Please refer to the Form ADV for important information about Principal SimpleInvest services, fees, and related conflicts of interest. All investments have inherent risks. The Retirement Wellness Planner and Retirement Wellness Score provide education on financial assumptions and are not intended to be financial plans or investment advice. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Financial Group is based in Des Moines, Iowa.
704 Alfred Nobel Dr, Hercules, CA 94547, United States -
Kevin Schultz, Washington National Agent
● OpenKevin Schultz, Washington National Agent is an insurance agency located at 271 King Daniel Lane in Goleta, California. As a trusted representative of Washington National, Kevin Schultz offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, health insurance, or retirement planning, Kevin Schultz is dedicated to providing personalized and professional guidance to help you make informed decisions about your insurance coverage. Visit Kevin Schultz, Washington National Agent today to learn more about how they can help protect you and your loved ones.
271 King Daniel Ln, Goleta, CA 93117, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 20 East San Joaquin Street, Salinas, California, United States. At Principal Financial Group, we believe in helping you protect what matters most. From insurance to retirement planning, we offer a range of services to ensure your financial well-being. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. Our goal is to help you protect your life and wages so that your loved ones can continue moving forward, no matter what happens. With accounts tailored for the long term, you can dedicate part of each paycheck towards big goals like retirement or education. Feel confident about investing with our guidance and support.
20 E San Joaquin St, Salinas, CA 93901, United States -
Principal Financial Group
● ClosedPrincipal Financial Group is a health and insurance agency located at 2000 Powell Street, Emeryville, California, United States. Our mission is to help you protect what matters most through insurance solutions. As the presenting sponsor of prestigious sports awards, we celebrate expertise, excellence, and equality in sports. With us, you can protect your life and wages, ensuring your loved ones can continue moving forward no matter what happens. Dedicate part of your paycheck to big goals like retirement or education with accounts tailored for the long term. Feel confident about investing for your future with the help of our services. We provide 8 simple steps to help your money adapt as life changes and address the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck for transparency. Remember that all investments have inherent risks. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Principal Funds, Inc. and Principal Securities, Inc. are also part of the Principal Financial Group. Let us help you meet your money goals and plan for a secure future.
2000 Powell St, Emeryville, CA 94608, United States -
City National Bank
● ClosedCity National Bank, located at 2011 Palomar Airport Road in Carlsbad, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are dedicated to providing personalized solutions to help our clients succeed. From personal and business banking to wealth management and software solutions, City National Bank is committed to helping our clients thrive. As a subsidiary of Royal Bank of Canada, we uphold a legacy of integrity and strong client relationships. Choose City National Bank for a customized banking experience that puts your needs first. Visit us today to learn more about how we can help you achieve your financial goals.
2011 Palomar Airport Rd Suite 100, Carlsbad, CA 92011, United States -
SFI Snarr Financial & Insurance Services
● ClosedSFI Snarr Financial & Insurance Services, located in San Jose, California, offers safe-money retirement solutions and complete asset protection training for agents. Founded by Roy Snarr, a nationally-recognized authority on long-term care and asset protection, the institution provides expert advice on maximizing retirement portfolios and securing guaranteed retirement income. With a focus on educating clients and agents alike, SFI Snarr Financial & Insurance Services aims to prepare individuals for life's unexpected moments and provide top-notch financial solutions. Whether you're looking for advice on Social Security, long-term care, or asset protection, Roy Snarr and his team are dedicated to helping you make informed decisions and secure your financial future. Join the Snarr Agent Academy to expand your business and learn how to protect your clients' assets effectively. With a track record of success and satisfied clients, SFI Snarr Financial & Insurance Services is a trusted resource for all your financial and insurance needs.
6203 San Ignacio Ave #110, San Jose, CA 95119, United States -
National Life of Vermont
● OpenNational Life of Vermont is an insurance agency located at 4995 Murphy Canyon Road in San Diego, California. With a strong presence in the United States, National Life of Vermont offers a wide range of insurance products and services to meet the needs of individuals and families. With a commitment to providing personalized and reliable coverage, they strive to help their clients protect their financial futures. Whether you are looking for life insurance, retirement planning, or investment options, National Life of Vermont is dedicated to helping you find the right solutions for your specific needs.
4995 Murphy Canyon Rd # 201, San Diego, CA 92123, United States -
Lincoln National Life Insurance Co
● OpenLincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.
15260 Ventura Blvd, Sherman Oaks, CA 91403, United States -
Mary Anne Perez Topacio: Primerica - Financial Services
● OpenMary Anne Perez Topacio: Primerica - Financial Services is an insurance agency located at 22 West 35th Street in National City, California, United States. With a focus on providing financial services, this institution offers a range of insurance products to help individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, the knowledgeable team at Mary Anne Perez Topacio: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
22 W 35th St ste 208, National City, CA 91950, United States -
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative
● ClosedHyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.
16855 W Bernardo Dr Ste 360, San Diego, CA 92127, United States -
Glendale Alonzo: Primerica - Financial Services
● OpenGlendale Alonzo: Primerica - Financial Services is a reputable finance and insurance agency located at 22 West 35th Street in National City, California, United States. With a commitment to providing top-notch financial services, Glendale Alonzo: Primerica offers a range of products and resources to help individuals and families achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, the knowledgeable team at Glendale Alonzo: Primerica is dedicated to helping you make informed decisions and secure your financial future. Visit their office today to learn more about the comprehensive services they offer.
22 W 35th St ste 208, National City, CA 91950, United States -
National Securities
● OpenNational Securities is a leading finance institution located at 5777 West Century Boulevard in Los Angeles, California. We offer a wide range of financial services, including investment banking, wealth management, and trading services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and navigate the complex world of finance. Whether you're looking to grow your wealth, plan for retirement, or make strategic investment decisions, National Securities is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
5777 W Century Blvd, Los Angeles, CA 90045, United States -
Merrill Lynch Financial Advisor Keith T Tanabe
● ClosedMerrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.
333 S Hope St 39th Floor, Los Angeles, CA 90071, United States -
Chartwell Financial Advisory, Inc.
● OpenChartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
155 N Riverview Dr #207, Anaheim, CA 92808, United States -
Economic Group Pension Services (EGPS)
● ClosedEconomic Group Pension Services (EGPS) is a finance institution located at 23382 Mill Creek Drive in Laguna Hills, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, and converted prospects can help you achieve your goals. We offer tailored retirement plan designs to maximize savings, tax benefits, and unique goals. By filling out a short form, we can provide you with a cost estimate and share our services with you. At EGPS, we handle all the complex administrative work so you can focus on your business. We strive to reduce your responsibilities and risk while keeping your plan in compliance. Our focus is on getting to know our clients, their businesses, and their retirement plan goals. We help business owners and employees save for their dreams while minimizing risk and tax burden. We also serve as dedicated partners to financial advisors, CPAs, and recordkeepers, striving to be their best ally. With a combination of national resources, professionalism, and expertise, we offer personal collaboration to help you reach your unique goals.
23382 Mill Creek Dr Suite 207, Laguna Hills, CA 92653, United States -
MILES Financial Group
● ClosedMILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, United States -
Economic Group Pension Services (EGPS)
● ClosedEconomic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.
9685 Via Excelencia #100, San Diego, CA 92126, United States -
Oui Financial
● ClosedOui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.
855 Lincoln Way, San Francisco, CA 94122, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
Syud Sharif - Ameriprise Financial Services, LLC
● OpenSyud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
10801 National Blvd Ste 515, Los Angeles, CA 90064, United States -
National Financial Co
● OpenNational Financial Co is a leading finance institution located at 24331 Whitetail Drive in Corona, California, United States. We specialize in providing a wide range of financial services to individuals and businesses, including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to invest for retirement, purchase a home, or grow your business, National Financial Co is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you achieve financial success.
24331 Whitetail Dr, Corona, CA 92883, United States -
National Planning Corporation
● OpenNational Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.
222 E Olive Ave # 2, Redlands, CA 92373, United States -
R B Financial & Insurance Services
● ClosedR B Financial & Insurance Services is a reputable finance institution located at 916 East 8th Street in National City, California, United States. With a focus on providing top-notch financial and insurance services, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, insurance coverage, or any other financial matter, our knowledgeable professionals are here to offer personalized solutions tailored to your specific needs. Trust R B Financial & Insurance Services to provide expert guidance and support in navigating the complex world of finance.
916 E 8th St # 7, National City, CA 91950, United States -
Mahdion Financial & Insurance Center
● OpenWelcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
9330 Scranton Rd UNIT 250, San Diego, CA 92121, United States -
Merrill Lynch Financial Advisor Thomas Chang
● ClosedMerrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
555 California St, San Francisco, CA 94104, United States -
Principal Financial
● OpenWelcome to Principal Financial, your trusted partner in securing a stable financial future. Conveniently located at 801 Tioga Avenue, Sand City, California, we specialize in providing comprehensive financial services tailored to your unique needs. At Principal Financial, we understand the importance of protecting what matters most to you. Whether it's safeguarding your life, income, or planning for a secure retirement, our expert team is here to guide you through the complexities of the financial world. We offer personalized strategies that help you navigate market volatility and ensure that your loved ones can continue to thrive, no matter what life throws your way.
801 Tioga Avenue, Sand City, California 93955, United States -
Principal Financial
● OpenWelcome to Principal Financial, your trusted partner in achieving financial security and success. Located at 8139 West Manchester Avenue, Los Angeles, California, we specialize in helping you protect what matters most through comprehensive insurance solutions and strategic financial planning. In times of market volatility, we provide guidance to ensure your life and wages are safeguarded, allowing your loved ones to continue thriving. Our dedicated team is here to help you allocate part of each paycheck towards significant long-term goals, such as retirement or education, with tailored accounts designed for sustained growth. We believe in empowering you to live well both now and in retirement, encouraging you to save a little each month and gradually increase your contributions. Many workplaces offer plans to assist you in this journey, and we're here to complement those efforts.
8139 West Manchester Avenue, Los Angeles, California 90293, United States -
Shred Nations
● ClosedWelcome to Shred Nations Eureka: Your Trusted Partner for Secure Document Destruction Located at 1632 Broadway Street, Eureka, California 95501, Shred Nations is your local gateway to finding the perfect shredding solutions for both personal and business needs. We understand the importance of safeguarding sensitive information, and our mission is to connect you with reliable shredding service providers that ensure the utmost security and compliance with all state and federal regulations.
1632 Broadway Street, Eureka, California 95501, United States -
The Doctors Company
● ClosedLocated at 185 Greenwood Drive in Napa, California, The Doctors Company is the nation's largest physician-owned medical malpractice insurer. Committed to supporting medical liability reform and safeguarding access to patient care, The Doctors Company offers the best coverage in the nation at an affordable price. Members of The Doctors Company benefit from the Tribute Plan, which provides a significant reward at retirement for clean, ethical, and exemplary medical practice. The institution offers risk management fundamentals for practice managers and accredited education for physicians, dentists, advanced practice clinicians, and practice managers.
185 Greenwood Dr, Napa, CA 94558, United States -
David Wong - State Farm Insurance Agent
● ClosedDavid Wong - State Farm Insurance Agent is a reputable insurance agency located at 267 Miller Avenue, Mill Valley, California. With a strong background in business from the University of California at Santa Barbara, David Wong has been associated with State Farm since 1990. As a Board Member of the Marin Chinese Cultural Association and the Asian American Alliance of Marin, David Wong is dedicated to serving the community. At David Wong - State Farm Insurance Agent, customers can save by combining Auto, Life, and Health insurance policies. The agency offers a variety of insurance and financial services to meet the needs of their clients. Whether you need assistance with retirement planning or protecting your assets, the knowledgeable team at David Wong - State Farm Insurance Agent is here to help.
267 Miller Ave, Mill Valley, CA 94941, United States
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