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TOP 30 Financial security for seniors in California
210 results found
Search for local businesses, places and services near you
Edward Jones - Financial Advisor: Tirso De Anda
Edward Jones - Financial Advisor: Tirso De Anda is a reputable financial institution located at 3 Pointe Drive in Brea, California. As a trusted financial advisor, Tirso De Anda provides personalized financial planning services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Tirso De Anda is here to help you every step of the way.
Edward Jones - Financial Advisor: Adam A Vance
Edward Jones - Financial Advisor: Adam A Vance is a reputable finance institution located at 3838 Camino Del Rio North in San Diego, California. As a trusted financial advisor, Adam A Vance provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Adam A Vance is dedicated to providing expert guidance and support to clients in the San Diego area.
Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Megan Thompson - Financial Advisor, Ameriprise Financial Services, LLC, located at 13520 Evening Creek Drive North, San Diego, California, United States, is a finance institution offering a wide range of services to individuals seeking expert financial advice. Megan Thompson holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, wealth transfers, retirement planning, estate planning, investment fiduciary practices, and portfolio management. With a focus on providing tailored solutions to meet the unique needs of each client, Megan Thompson is dedicated to helping individuals achieve their financial goals. Additionally, Megan Thompson offers specialized services for seniors, those planning for retirement, individuals going through divorce, and families with children with special needs. With a commitment to excellence and a deep understanding of the complexities of financial planning, Megan Thompson is a trusted advisor for clients looking to secure their financial future.
Edward Jones - Financial Advisor: Mark D Johnson
Edward Jones - Financial Advisor: Mark D Johnson is a reputable financial institution located at 1100 Main Street in Woodland, California, United States. Specializing in finance, they offer personalized financial planning and investment services to help clients reach their financial goals. With a focus on building long-term relationships, Mark D Johnson provides expert guidance and tailored solutions to meet the unique needs of each individual or business. Trust Edward Jones - Financial Advisor: Mark D Johnson for all your financial needs and secure a brighter financial future.
Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services, LLC
Lucas Giordano - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 431 Cleveland Street, Woodland, California, United States. Lucas Giordano holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on providing comprehensive financial planning services, Lucas Giordano is dedicated to helping individuals achieve their financial goals and secure their financial future. Additionally, Lucas Giordano offers specialized services for domestic partners, seniors, individuals planning for retirement, and those going through divorce. With a commitment to ethical practices and ongoing education, Lucas Giordano is a trusted advisor in the field of wealth management."
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 48 East Main Street in Winters, California, United States. Offering a wide range of financial services, including investment advice, wealth management, and retirement planning, Raymond James is known for its personalized approach to helping clients achieve their financial goals. With a team of experienced professionals, this institution is dedicated to providing top-notch financial solutions tailored to each client's individual needs. Whether you are looking to grow your wealth or plan for the future, Raymond James Financial Services is committed to helping you make informed decisions and secure your financial future.
Gerardo Vergara - Financial Advisor, Ameriprise Financial Services, LLC
Gerardo Vergara is a Financial Advisor at Ameriprise Financial Services, LLC located at 7956 California Avenue, Fair Oaks, California, United States. Gerardo holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Gerardo specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and seniors. With expertise in asset management, estate planning, retirement planning, investment strategies, insurance products, and tax planning, Gerardo is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Gerardo Vergara today for personalized financial advice and guidance tailored to your specific needs and circumstances."
LTC Financial Partners
LTC Financial Partners is a finance, health, and insurance agency located at 5665 Monte Corita Circle in Citrus Heights, California, United States. Our team of experienced professionals is dedicated to helping clients navigate the complexities of long-term care planning, insurance, and financial management. We provide personalized solutions to meet the unique needs of each individual and strive to ensure peace of mind for our clients and their families. Contact us today to learn more about how we can assist you in securing your financial future and protecting your health and well-being.
Marcella Lees - Ameriprise Financial Services, LLC
Marcella Lees - Ameriprise Financial Services, LLC is a finance institution located at 1420 Rocky Ridge Drive in Roseville, California, United States. Each Ameriprise advisor at this location has their own "Top areas of focus" to help align with your financial goals. You can review their backgrounds, credentials, and experience to find the best advisor for you. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Marcella Lees - Ameriprise Financial Services, LLC.
Merrill Lynch Financial Advisor Jing Wang
Merrill Lynch Financial Advisor Jing Wang is located at 555 California Street, San Francisco, California, United States. Jane Wang is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management, bringing extensive experience to help clients simplify and coordinate various aspects of their financial lives. She specializes in working with successful first-generation wealth creators and entrepreneurs, focusing on preserving, growing, and transferring wealth to future generations. Jane is highly analytical, hardworking, and creative, with a passion for explaining complex financial topics in clear terms to help clients make informed decisions. Jane holds an M.B.A. in finance from Carnegie Mellon University and is a Chartered Financial Analyst® (CFA®) and Certified Plan Fiduciary Advisor (CPFA®). She is dedicated to developing personalized investment strategies for high net worth individuals and business owners, managing portfolios with a focus on achieving clients' objectives. Merrill Personal Wealth Analysis™ is used to build customized plans centered on clients' goals and aspirations.
Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™
Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is a reputable financial institution located at 26701 McBean Parkway in Santa Clarita, California, United States. Martina Vega, a knowledgeable and experienced financial advisor with certifications in AAMS™ and CRPC™, offers personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, Martina Vega can provide expert guidance and advice tailored to your individual needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Martina Vega, AAMS™|CRPC™ is dedicated to helping clients secure their financial future.
Merrill Lynch Financial Advisor Daniel C Schwarber
Merrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.
Senior Finance Group
Welcome to Senior Finance Group, your trusted Reverse Mortgage Advisors in Humboldt County, CA. Located at 3106 School Street, Fortuna, California, our woman-run business is led by Diana Fraga and Kathy Hall, who bring over 35 years of mortgage expertise to the table. We are deeply rooted in the community, with a keen understanding of the local housing market and the unique needs of our clients. At Senior Finance Group, we believe that your home is not just a place, but a collection of cherished memories and a testament to your life's journey. Our goal is to help you make the most of your home’s equity through a Reverse Mortgage, allowing you to enjoy the comfort of your home while securing your financial future. We pride ourselves on treating our clients like family, providing transparent, caring, and open dialogue throughout the process. Our professional advice is tailored to reassure and inform you about all available options, ensuring you make the best decision for your unique situation.
Brian Hunt - State Farm Insurance Agent
Brian Hunt - State Farm Insurance Agent is a trusted insurance agency located at 5693 Woodruff Avenue in Lakewood, California, United States. Celebrating Life Month, they emphasize the importance of life insurance as a gift for loved ones. With over 20 years of experience in the insurance industry, Brian and his team are dedicated to providing personalized insurance and financial services to clients in California and Arizona. Brian Hunt's passion for giving back to the community is evident through his involvement in organizations like the Seaview Little League and supporting local schools and senior programs. The agency prides itself on offering quality service and finding solutions tailored to each client's needs.
Noel Insurance Services
Noel Insurance Services is a reputable insurance agency located at 27472 Portola Parkway in Lake Forest, California, United States. We specialize in providing term insurance quotes, burial insurance quotes, and life insurance plans from top providers, helping our clients save up to 58% on their premiums. Our goal is to help individuals across the nation secure the best life insurance rates tailored to their needs. At Noel Insurance Services, we offer free life insurance quotes with no obligation to buy, allowing you to compare and choose the best plan for you. Our no-medical exam life insurance options are budget-friendly and convenient, providing coverage without the need for needles or labs. These policies now cost about the same as conventional ones, making life insurance more accessible than ever.
Boys & Girls Club of San Pedro
The Boys & Girls Club of San Pedro, located at 1200 South Cabrillo Avenue in Los Angeles, California, is a school institution that has been serving the community since 1937. The club is dedicated to helping young people, especially those in need, reach their full potential as productive, caring, and responsible citizens. With a focus on quality programs and a safe, nurturing environment, the club aims to inspire and support its members. The institution has secured $17.9 million in financial aid for graduating seniors, and offers various ways for individuals and companies to donate, including online, over the phone, via mail, or in person. Cryptocurrency donations are also accepted, with Bitcoin, Dogecoin, Ethereum, Chainlink, and other tokens currently being supported.
Port of Los Angeles Boys & Grl
The Port of Los Angeles Boys & Girls Club, located at 100 West 5th Street in Los Angeles, California, has been fulfilling its mission since 1937. This institution helps young people, especially those in need, to reach their full potential as productive, caring, and responsible citizens. With a commitment to quality programs and services in a safe and nurturing environment, the Boys & Girls Club has secured $17.9 million in financial aid for graduating seniors. You can support the Boys & Girls Club by donating online, over the phone, via mail, or in person. Cryptocurrency donations are also accepted on the Gemini Exchange. Sponsoring a program or event, or having your company match your charitable contribution, can help our youth achieve their goals.
Envision Family Law, LLP
Envision Family Law, LLP is a legal institution located at 4300 Long Beach Boulevard in Long Beach, California. Specializing in family law, their team of experienced attorneys is dedicated to guiding families through the challenging processes of divorce, child custody, and child support. With a focus on respect and compassion, Envision Family Law aims to make these transitions as smooth as possible for all parties involved. The firm was founded by Jason Benjamin and Timothy Healy, who bring decades of combined experience to each case they handle. Whether negotiating settlements or representing clients in court trials, the attorneys at Envision Family Law work diligently to achieve the best possible outcomes for their clients. They understand the complexities of family law and strive to provide personalized solutions tailored to each family's unique situation. From child custody arrangements to child support agreements, the team at Envision Family Law is committed to protecting the well-being of children and ensuring financial security for all parties involved.
Coast Central Credit Union
Coast Central Credit Union is a financial institution located at 39007 California 299, Willow Creek, California, United States. They offer ATM services and various financial products. It is important to note that CCCU employees will never ask for your Online Banking password or any Secure Access Codes. The institution is currently accepting applications for college scholarships for graduating high school seniors. They are also involved in economic development initiatives in the community. Coast Central Credit Union is committed to sustainability efforts, with recycling bins in all break rooms and paperless banking options available for members. Testimonials from members highlight the ease of getting loans, excellent online banking services, and overall satisfaction with the credit union. The institution also focuses on environmental conservation by using LED lighting, maintaining fuel-efficient vehicles, and promoting responsible waste disposal. Please be aware that by clicking on external links, you are leaving Coast Central Credit Union's website and entering a site hosted by another party. Make sure to review the privacy and security policies of the external site before proceeding.
Alice Griffith Apartments
Alice Griffith Apartments is a newly developed community located at 2500 Arelious Walker Drive in San Francisco, California. This community offers 337 affordable homes with up to five-bedroom units, including apartment-style and townhome-style units with secure parking areas. The development features a management and leasing office, multiple indoor and outdoor community spaces, a fitness center, play areas for children, and multiple laundry facilities. Located in San Francisco's Bayview area, Alice Griffith Apartments is surrounded by local amenities such as restaurants, schools (Bret Harte Elementary, KIPP Bayview Academy, Phillip and Sala Burton Academic High School), parks (Candlestick Point State Recreation Area & Gilman Park), and public transportation options.
Adeline Street Apartment
Adeline Street Apartments is a 19-unit affordable multi-family complex located in Berkeley, California. Our property caters to very low-income individuals with physical disabilities and those living with HIV/AIDS. We offer a variety of housing options including affordable and market-rate family rentals, senior housing, cooperatives, and specialized housing for those with special needs. Our services include marketing and rent up, specialized program development, acquisition and rehabilitation, historic preservation, new housing development, and financial and syndication services. We also provide project planning and feasibility analysis to ensure our residents have access to quality, affordable housing. Visit us at 3224 Adeline Street in Berkeley for more information.
Villa Jardin Apartments
Villa Jardin Apartments is a charming residential community located at 2701 Meadowview Road in Sacramento, California. Our cozy two-bedroom apartment homes offer a comfortable and inviting living space for individuals and families alike. As a gated community, Villa Jardin Apartments provides a secure and peaceful environment for our residents. Conveniently situated within walking distance of shopping centers and schools, our location offers easy access to everyday amenities. Additionally, a neighborhood community center is located directly across the street, providing opportunities for social engagement and recreational activities.
Seasons At Compton
Seasons at Compton is an 84-unit affordable and supportive housing community located at 15810 South Frailey Avenue in Compton, California. This unique institution provides a combination of privacy and independence for developmentally disabled adults, while also offering group support from their senior neighbors, Linc staff, and professional on-site case managers. Residents benefit from a close-knit community that helps them maintain independence and fosters a sense of security and wellbeing. The Compton Collaborative, consisting of asset managers, property managers, and service providers, meets regularly to address issues affecting Seasons at Compton residents. In 2013, the institution became the first senior multifamily housing community in Los Angeles County to complete Community Emergency Response Team (CERT) training, ensuring that residents and staff are prepared for emergencies.
Promise Life Insurance
Promise Life Insurance is a reputable insurance agency located at 38 Keyes Avenue in San Francisco, California, United States. We specialize in providing life insurance policies that offer peace of mind and financial security for our clients and their loved ones. Our experienced agents are dedicated to helping individuals and families find the right coverage to meet their needs and budget. At Promise Life Insurance, we are committed to delivering exceptional service and support to our customers, ensuring they have the protection they need for the future. Contact us today to learn more about our insurance options and how we can help you plan for tomorrow.
Grace Miles, Bankers Life Agent
Grace Miles, Bankers Life Agent is a reputable insurance agency located at 5000 Hopyard Road in Pleasanton, California. As a Bankers Life agent, Grace Miles provides top-notch insurance services to individuals and families in the United States. With a focus on customer satisfaction and financial security, Grace Miles offers a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, long-term care insurance, or retirement planning solutions, Grace Miles is dedicated to helping you protect what matters most. Contact Grace Miles, Bankers Life Agent today to learn more about their personalized insurance options and exceptional customer service.
New York Life Insurance
New York Life Insurance, located at 910 Florin Road, Sacramento, California, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan. With a diverse workforce and a commitment to community engagement, New York Life Insurance is dedicated to helping individuals, families, and communities thrive. Their mission is to make the world a better place through responsible investing, charitable giving, and supporting diverse communities. With the highest financial strength ratings and a long history of keeping promises to policy owners, New York Life Insurance is a trusted partner in planning for your financial future. Contact them today to learn how they can help you protect your family and achieve financial security.
Igena Torres, Bankers Life Agent
Igena Torres, Bankers Life Agent is an insurance agency located at 1776 West March Lane in Stockton, California. As a trusted representative of Bankers Life, Igena Torres provides personalized insurance solutions to meet the needs of individuals and families. With a commitment to excellent customer service and a deep understanding of insurance products, Igena Torres helps clients protect their financial future and achieve peace of mind. Visit us today to learn more about our services and how we can help you secure your financial well-being.
Coast Central Credit Union Bayshore Mall
Coast Central Credit Union Bayshore Mall is a financial institution located at 3300 Broadway Street in Eureka, California, United States. This institution offers ATM services and various financial products. CCCU prioritizes the safety and security of its members, warning against sharing sensitive information with anyone claiming to be from the credit union. They also provide college scholarships for graduating high school seniors and participate in economic development programs. At Coast Central, they are dedicated to making a positive impact on the local community and environment. They have implemented sustainability efforts such as recycling bins in break rooms, paperless banking options, and energy-efficient practices. Members have praised the credit union for their excellent service, easy loan processes, and convenient online banking platform.
Coast Central Credit Union Harrison
Coast Central Credit Union Harrison is a financial institution located at 2650 Harrison Avenue in Eureka, California, United States. They offer ATM services and various financial products to their members. The institution takes pride in their sustainability efforts, with recycling bins in all break rooms and paperless banking options available. They prioritize community involvement and environmental conservation. Coast Central Credit Union has issued a warning to its members regarding online security and urges them not to disclose sensitive information to anyone claiming to be from the institution. They are currently accepting applications for college scholarships for graduating high school seniors. Additionally, they are recipients of the Federal Home Loan Bank of San Francisco's AHEAD Economic Development award.
Kern Golden Girls
Kern Golden Girls is a reputable health insurance agency located in Bakersfield, California. Our dedicated team of professionals is committed to providing personalized and comprehensive insurance solutions for seniors and retirees. With our convenient location at 1601 New Stine Road, we offer a wide range of insurance products tailored to meet the unique needs of our clients. At Kern Golden Girls, we strive to ensure that our clients receive the best coverage options at competitive rates. Contact us today to learn more about how we can help you secure your health and financial future.
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