TOP 30 Financial service providers in Laguna Beach, California

49 results found

Bank of America Financial Center is a full-service bank and financial institution located at 299 Ocean Avenue in the beautiful beach town of Laguna Beach, California. With a wide range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Our experienced staff is committed to providing excellent customer service and personalized financial solutions to meet the needs of our clients. Visit us today to experience the convenience and reliability of banking with Bank of America.

Virginia Life Insurance Services is a reputable insurance agency located at 126 San Tropez Court in Laguna Beach, California. Our dedicated team of professionals is committed to providing top-notch life insurance services to individuals and families in need of financial protection and peace of mind. With a focus on personalized customer service and comprehensive coverage options, we strive to ensure that our clients have the support they need to safeguard their loved ones' futures. Contact us today to learn more about how Virginia Life Insurance Services can help you secure your family's financial well-being.

Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.

Edward Jones - Financial Advisor: Diane E Wegener is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. As a trusted financial advisor, Diane E Wegener provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones - Financial Advisor: Diane E Wegener is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Maggie Klein, AAMS™ is a trusted financial institution located at 32392 Coast Highway in the picturesque city of Laguna Beach, California. With a focus on providing personalized financial planning and investment services, Maggie Klein, AAMS™, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to build wealth, Maggie Klein and her team are dedicated to helping you navigate the complexities of the financial market. Visit Edward Jones - Financial Advisor: Maggie Klein, AAMS™ today to start securing your financial future.

Reverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.

Welcome to the United States Postal Service located at 31677 Virginia Way, Laguna Beach, California. As a cornerstone of the community, our branch offers a comprehensive range of postal and financial services to meet all your mailing and shipping needs. Whether you're sending a letter across town or a package across the globe, our dedicated team is here to assist you with reliable and efficient service. In addition to traditional postal services, we provide a variety of financial services, including money orders and postal savings options, designed to make managing your finances convenient and secure. Our commitment to customer satisfaction ensures a friendly and helpful experience every time you visit.

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.

Welcome to Coldwell Banker Realty - Laguna Beach, your premier real estate agency located at 31582 Coast Highway, Laguna Beach, California. Nestled in the heart of Orange County, our agency is dedicated to serving the vibrant communities of Aliso Viejo, Anaheim, Brea, Chino, Corona del Mar, Dana Point, Hemet, Laguna Beach, Laguna Hills, Laguna Niguel, Laguna Woods, Lake Arrowhead, Mission Viejo, Monarch Bay, Monarch Beach, Newport Beach, Newport Coast, Ramona, San Clemente, Santee, Temecula, Trabuco Canyon, Tustin, Westminster, San Juan Capistrano, and Wildomar. At Coldwell Banker Realty - Laguna Beach, we excel in the luxury housing market by combining our deep knowledge of the industry with powerful networking capabilities. Our elite independent specialists are among the most connected real estate professionals, offering unparalleled access to affluent buyers and sellers both domestically and internationally. This advantage sets us apart from local or regional brokers.

Arlene Bautista - State Farm Insurance Agent is a reputable insurance agency located at 332 Forest Avenue, Laguna Beach, California, United States. Arlene Bautista is a dedicated professional with a Bachelor of Science degree from California State University Long Beach and a Masters Program in Strategic Life Coaching. She is fluent in Spanish and has a passion for mentoring and empowering younger women. Arlene Bautista specializes in auto, life, and health insurance, serving individuals and families in California, Oregon, Nevada, and Arizona. Her office in Laguna Beach offers exceptional insurance and financial services to the community. She caters to customers in various cities including Laguna Niguel, Lake Forest, Dana Point, Laguna Hills, and many more.

The Podiatry Billing Group is a well-established institution located at 2030 Glenneyre Street in Laguna Beach, California. As a trusted provider of podiatry services, our team of experienced doctors and health professionals are dedicated to providing top-quality care for all foot and ankle-related conditions. With a focus on accurate and efficient billing practices, we strive to ensure that our patients receive the best possible care while minimizing the hassle of navigating insurance and payment processes. Visit us at the Podiatry Billing Group for expert podiatry care in a convenient and welcoming setting.

Weir Properties is a leading real estate agency located at 3301 East Coast Highway in Newport Beach, California. Specializing in properties in Newport Beach, Laguna Beach, Corona del Mar, Newport Coast, and throughout Orange County, Weir Properties sets the standard for excellence in the real estate community. With a focus on providing exceptional service and expertise, Weir Properties is your go-to agency for finding your dream home, whether it be a quaint cottage, beach-front estate, or anything in between. Led by the highly respected Susan Weir, who holds the prestigious Chairman’s Circle Diamond designation, the Weir Team is one of the most successful partnerships on the Orange County Coast. Susan's sons, Ryan and Carter, bring their own expertise to the team, along with a family history in real estate and construction. The Weir Team is dedicated to helping clients navigate the home buying process with honesty, integrity, and personalized service.

Wally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.

OC Notary Now is a reputable finance institution located in Laguna Beach, California. Our team of professional notaries is dedicated to providing efficient and reliable notary services for all your financial needs. Whether you need documents notarized for a loan, real estate transaction, or any other financial matter, we are here to help. Visit us at 325 Glenneyre Street for all your notary needs in the Laguna Beach area.

Ziplend Inc is a leading finance institution located in the picturesque city of Laguna Beach, California. With a prime location on South Coast Highway, Ziplend Inc offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for a personal loan, business financing, or investment opportunities, our team of experts is dedicated to providing top-notch service and tailored solutions to help you achieve your financial goals. Visit us at 1590 South Coast Highway and let Ziplend Inc be your trusted partner in financial success.

Omni Fund Home Loans is a finance institution located at 580 Broadway Street in Laguna Beach, California, United States. Our specialty is helping you consolidate your debt with our Lightning Fast A.I. HELOC, allowing you to close in just 5-7 days. You can access your untapped equity without having to refinance your first mortgage, and no appraisal or tax returns are required for this program. To qualify, you must have a FICO score of 640 or higher and enough income. At Omni Fund Home Loans, we strive to provide a wide variety of products with lower interest rates and closing costs, speedy service, and a personal touch. Our company NMLS number is 1566096, and you can verify our records on the NMLS website.

Loans By Suzette is a reputable finance institution located at 430 Forest Avenue in the beautiful city of Laguna Beach, California, United States. With a focus on providing personalized loan solutions to meet the unique financial needs of each individual, Loans By Suzette offers a range of loan options including personal loans, home loans, and business loans. The dedicated team at Loans By Suzette is committed to providing excellent customer service and guiding clients through the loan process with transparency and integrity. Whether you are looking to purchase a new home, start a business, or consolidate debt, Loans By Suzette is here to help you achieve your financial goals.

John Kerkes - State Farm Insurance Agent is a trusted insurance agency located at 31815 Camino Capistrano in San Juan Capistrano, California. As a lifelong resident and native of Southern Orange County, John Kerkes is dedicated to serving the wonderful people within the community and state. The office is conveniently situated in historic downtown San Juan Capistrano, across from the Swallow's Inn and near the iconic Mission San Juan Capistrano. Serving surrounding cities such as Dana Point, San Clemente, Rancho Mission Viejo, Mission Viejo, Laguna Beach, Laguna Niguel, and Laguna Hills, the agency provides a wide range of insurance services including auto, homeowners, condo, business, renters, and life insurance. Customers can reach out via phone, email, text, or by stopping by the office for assistance and support. Additionally, the agency offers valuable information on various topics such as fueling mishaps, rural road driving safety, sauna benefits, and pet insurance. With a commitment to customer satisfaction and protection, John Kerkes - State Farm Insurance Agent is a reliable choice for all insurance needs.

Christopher Lopez: Allstate Insurance is a reputable insurance agency located at 31601 Coast Highway in Laguna Beach, California, United States. With a strong commitment to providing top-notch insurance solutions, Christopher Lopez and his team offer a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Christopher Lopez: Allstate Insurance to provide you with personalized service and reliable coverage. Contact them today to discuss your insurance needs and receive a customized insurance plan that fits your budget and lifestyle.

Farmers Insurance - Michael Geffre is a trusted insurance agency located at 32392 Coast Highway in Laguna Beach, California, United States. With over 15 years of experience in California, Michael Geffre takes pride in serving the local community. Whether you need auto, home, renters, life, recreational, flood, fire, or financial services insurance, Michael and his team are here to help. They offer personalized and comprehensive solutions to meet your needs and budget. As a Farmers® agent, Michael Geffre is dedicated to building strong relationships with his clients and providing education about insurance options. Contact Farmers Insurance - Michael Geffre today for a quote and start protecting what matters most to you.

Located in Laguna Beach, California, the Farmers Insurance - Robert Bailey agency is dedicated to providing personalized insurance solutions for the community. With over 20 years of experience in the industry, Robert Bailey aims to help clients make informed decisions about their insurance needs, whether it be for their home, car, business, or life. The agency emphasizes building relationships with clients and understanding their unique situations in order to create customized policies that suit their lifestyle. Conveniently located in South Laguna Beach, the agency is committed to providing long-term service and coverage to protect clients' current and future assets. From comprehensive coverage to collision coverage, the agency offers a range of insurance options to meet clients' needs and budget. Whether you need auto insurance, home insurance, renters insurance, or business insurance, the Robert Bailey Agency is here to help. Additionally, the agency offers financial planning services to help clients secure a stable future. Contact the Farmers Insurance - Robert Bailey agency today to discuss your insurance options and start protecting what matters most to you.

Farmers Insurance - Gary Watkins is a local insurance agency located at 332 Forest Avenue in Laguna Beach, California. As your Farmers® agent, Gary Watkins helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates with multi-line insurance discounts. Gary Watkins can help you review your life insurance policy, protect your personal belongings with renters insurance, customize a business insurance package, and secure your assets with a personal umbrella insurance policy. For added peace of mind, Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliates provide underwriting for various insurance products. Contact Gary Watkins today for personalized assistance in building a solid financial plan and reaching your goals.

Loan Till Payday Online is a finance institution located at 295 Forest Avenue, Laguna Beach, California, United States. Our secure online form takes just a few minutes to complete, providing a convenient way for individuals facing financial difficulties to seek assistance. Please note that we do not take loan applications or engage in lender-related activities. By submitting your information through our website, you consent to the use of Site Visit Recordation Technology. Our services are administrative only and are offered free of charge to connect you with financial service providers who may be able to help with your financial needs. Lenders offer loans with an Annual Percentage Rate (APR) of 35.99% and below, with repayment plans ranging from 12 to 30 months. Please read and understand the terms of any loan offered to you and only accept offers that you can afford to repay. By submitting your information, you authorize us and our network of lenders to conduct a credit check and share your information with other service providers. Please review the lender's disclosure of terms before accepting a loan offer.

Levin & Dicterow is a prestigious institution located at 301 Forest Avenue in Laguna Beach, California, United States. Known for its exceptional reputation and commitment to excellence, Levin & Dicterow offers a wide range of services to clients, including legal advice, financial consulting, and business management. With a team of highly skilled professionals, the institution prides itself on providing top-notch service and personalized solutions to meet the needs of each individual client. Whether you are seeking legal guidance, financial planning, or strategic business advice, Levin & Dicterow is dedicated to helping you achieve your goals and navigate the complexities of today's world.

The Law Offices of James LeBloch, located at 422 Glenneyre Street in Laguna Beach, California, offers expert legal services in accounting, finance, and law. With 25 years of experience in litigating tax cases in various courts, including the Tax Court and Federal District Court, James LeBloch provides effective solutions for complex tax issues. He also specializes in estate and business planning, helping clients minimize taxes and avoid costly mistakes in structuring their businesses. Clients have praised James LeBloch for his aggressive litigation skills and ability to secure favorable settlements in challenging cases, such as financial elder abuse and trust disputes. With a focus on protecting the rights of the elderly and ensuring fair treatment in estate matters, the firm provides comprehensive legal representation for clients facing complex legal issues.

Bill Rosalino - State Farm Insurance Agent is located at 1520 El Camino Real in San Clemente, California. Bill has been with State Farm since 1982, bringing years of experience and expertise to his agency. After serving in Vietnam, Bill graduated with a BS in Business Finance and Real Estate from California State University at Long Beach. With a focus on areas such as Mission Viejo, San Juan Capistrano, Rancho Santa Margarita, Laguna Niguel, and San Clemente, Bill is dedicated to putting his customers' needs first. Whether you are in the Bay area or San Diego, Bill is here to help with your insurance needs.

The College Authority is a prestigious travel agency located in the beautiful coastal city of Laguna Beach, California. Our team of experienced professionals is dedicated to providing top-notch travel services to college students and faculty members seeking to explore the world. From organizing study abroad programs to planning educational tours, we strive to make travel accessible and enriching for the academic community. Visit us at 668 North Coast Highway and let us help you embark on your next educational adventure.

Duttenhoffer David is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Duttenhoffer David is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized attention and tailored solutions to help them achieve their financial goals. Trustworthy and reliable, Duttenhoffer David is a go-to institution for all your financial needs.

Brian Carruthers and Associates is a leading finance institution located in Laguna Beach, California. Our team of experienced professionals provides expert financial advice and services to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, we are here to assist you every step of the way. Visit us at 301 Forest Avenue to learn more about how we can help you secure your financial future.

The Zandbergen Group, located at 32322 Coast Highway in Laguna Beach, California, is a finance institution operating under Axxcess Wealth Management, LLC. Registered with the SEC, The Zandbergen Group offers advisory services through its experienced professionals, including Bart A. Zandbergen and Letitia S. Berbaum. With a focus on providing personalized financial solutions, The Zandbergen Group is committed to helping clients achieve their financial goals.