The 30 Best Financial service providers in Placentia, California

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At Ronald A Jurgensen Inc, located in Newport Beach, California, our team of dedicated dentists and health professionals are committed to providing top-quality dental care to patients of all ages. With a focus on preventative care and patient education, we strive to help our patients achieve and maintain optimal oral health. From routine cleanings and fillings to advanced cosmetic procedures, our experienced team is here to meet all of your dental needs. Visit us at 355 Placentia Avenue for personalized care in a comfortable and welcoming environment.

Residential Zone Property Management Company is a leading real estate agency located at 1400 North Kraemer Boulevard in Placentia, California. Our dedicated team of professionals specializes in managing residential properties, providing top-notch services to both property owners and tenants. With years of experience in the industry, we are committed to ensuring the smooth operation and maintenance of rental properties, maximizing profitability for owners and creating a comfortable living environment for tenants. Whether you are looking to rent out your property or find a new place to call home, Residential Zone Property Management Company is here to help you every step of the way. Contact us today to learn more about our services and how we can assist you with your real estate needs.

Genuine Property Management is located at 1922 Placentia Avenue in Costa Mesa, California, and is known as the most popular and highest-rated property manager in Orange County. With a team dedicated to screening potential tenants, marketing rentals, avoiding legal issues, and managing maintenance and repairs, Genuine Property Management offers innovative and value-driven services. Unlike other property management companies, Genuine Property Management does not require long-term contracts, ensuring that they always deliver the best service to their clients. With over six hundred doors under management, including residential, industrial, and commercial properties, Genuine Property Management has quickly become a trusted name in the industry.

New York Life Insurance Company, located at 675 Placentia Avenue, Brea, California, is an 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. They provide coverage for everyday tasks, lost income due to sickness or injury, college expenses, and more. With professionally managed investments and low fees, New York Life helps you plan for your future financial needs and protect your legacy. Their diverse and welcoming workplace is dedicated to helping individuals, families, and communities thrive. With a mission to make the world a better place, New York Life supports charitable giving, diversity, responsibility, and service. Their highest financial strength ratings and commitment to fulfilling promises to policy owners make them a trusted leader in the industry. Get in touch with one of their 12,000 agents nationwide to create a customized solution for your financial security and peace of mind.

Nationwide Insurance: Paul Nicholas Kinan is an insurance agency located at 1204 East Yorba Linda Boulevard in Placentia, California, United States. With a focus on providing personalized insurance solutions to meet the needs of individuals and businesses, this institution offers a wide range of insurance products including auto, home, life, and business insurance. The knowledgeable and experienced team at Nationwide Insurance: Paul Nicholas Kinan is dedicated to helping clients find the right coverage at competitive rates, ensuring peace of mind and financial security. Whether you are looking to protect your assets or plan for the future, this agency is committed to delivering exceptional service and reliable insurance options.

New York Life Insurance Company: Naomi Chang is an insurance agency located at 675 Placentia Avenue in Brea, California. Specializing in life insurance, this institution provides personalized insurance solutions to help protect individuals and their families. With a focus on financial security and peace of mind, New York Life Insurance Company: Naomi Chang offers a range of insurance products and services tailored to meet the unique needs of each client. Trusted for their expertise and commitment to customer satisfaction, this agency is dedicated to helping clients navigate the complexities of insurance to find the right coverage for their future.

Mia Your Notary is a trusted finance institution located in Placentia, California, United States. Our team of experienced notaries provides professional and reliable services to assist with all your financial documentation needs. Whether you need documents notarized for real estate transactions, loan signings, or legal matters, Mia Your Notary is here to help. With a commitment to accuracy and efficiency, we strive to make the notarization process as smooth and stress-free as possible for our clients. Visit us today to experience our exceptional service firsthand.

PostalAnnex is a convenient one-stop shop located at 170 Yorba Linda Boulevard in Placentia, California. As a finance and store institution, PostalAnnex offers a wide range of services including shipping, packing, printing, notary, mailbox rental, and more. Whether you need to send a package, print important documents, or handle your financial needs, PostalAnnex is here to provide efficient and reliable solutions. Visit us today for all your postal and business needs.

Crosswalk Mortgage, Inc. is a finance institution located at 377 East Chapman Avenue in Placentia, California. As a leading mortgage provider in the United States, Crosswalk Mortgage, Inc. offers a wide range of financial services to help individuals and families achieve their homeownership goals. With a team of experienced professionals and a commitment to excellent customer service, Crosswalk Mortgage, Inc. is dedicated to helping clients navigate the complex world of mortgage lending with ease and confidence. Whether you are a first-time homebuyer or looking to refinance your current mortgage, Crosswalk Mortgage, Inc. is here to guide you every step of the way.

Farmers Insurance - Edgar Molina is a local insurance agency located at 1954 Placentia Avenue in Costa Mesa, California, United States. As a Farmers agent, Edgar Molina 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 Insurance provides comprehensive coverage options and competitive rates with multi-line insurance discounts. Whether you need car insurance, home insurance, life insurance, renters insurance, business insurance, or condo insurance, Farmers Insurance - Edgar Molina can customize a plan to meet your unique needs and budget. Edgar Molina can also help you with financial planning and provide a Personal Umbrella insurance policy for added protection.

Farmers Insurance - Natalie Chen is an insurance agency located at 1150 East Orangethorpe Avenue, Placentia, California, United States. As your local Farmers® agent in Placentia, CA, Natalie Chen helps customers identify the insurance coverage that best fits their needs. The agency offers a range of insurance options, including auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage in the event of a disaster. The agency takes the time to get to know their customers and provide personalized service to add value to their households. Whether you need comprehensive coverage, collision coverage, or medical payments, Natalie Chen can help you navigate the insurance process and find the right coverage for your budget. In addition to insurance products, the agency also offers financial services to help customers plan for a secure future. Contact Farmers Insurance - Natalie Chen today for a personalized insurance quote and start protecting what matters most to you.

John Galea - State Farm Insurance Agent is an insurance agency located at 1102 East Chapman Avenue in Fullerton, California. Our agency offers a range of insurance services including Home and Renter's Insurance, Business Insurance, Auto Insurance, Life Insurance, and Health Insurance. We are conveniently located one block west of Raymond Ave., directly across from Raymond Elementary School. Our team is dedicated to providing excellent service to our clients in Fullerton, Anaheim, Brea, Yorba Linda, Placentia, and other areas in Orange County. Our agency is led by John Galea, a California State University-Fullerton graduate with over 20 years of experience in the insurance industry. John is a Chartered Life Underwriter and a Chartered Financial Consultant, committed to helping clients manage the risks of everyday life. With a focus on customer service and community involvement, our agency strives to provide personalized and caring assistance to all of our clients.

Kristina Simpson - State Farm Insurance Agent is a full-service insurance and financial services agency located at 151 North Kraemer Boulevard in Placentia, California. Since 2014, we have been dedicated to providing personalized options for auto, life, health, and pet insurance, as well as financial services products. Our experienced professionals are committed to helping customers make informed decisions about their insurance needs and financial goals. As your local State Farm agent, Kristina Simpson and her team prioritize customer service and strive to offer top coverage options at competitive costs. Whether you need assistance with insurance or financial planning, we are here to help. Contact us today for a consultation and let us help you protect what matters most.

Farmers Insurance - Roy Redman is an insurance agency located at 116 West Santa Fe Avenue, Placentia, California, United States. As a local Farmers® agent in Placentia, Ca, Roy Redman helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Roy Redman can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Roy Redman is here to help. Contact Roy Redman today for a personalized insurance quote and learn about available discounts to help you save money. Protect your most valuable possessions with Farmers Insurance and get competitive rates with multi-line insurance discounts. Whether you're looking for home, life, renters, business, or condo insurance, Roy Redman can help customize an insurance package to reduce your risk and protect your investment. Planning for the future? Roy Redman can help you build a solid financial plan with Farmers Insurance and Financial Services. Contact Roy Redman today for an appointment and start working towards your financial goals. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage options for auto, home, and more. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Contact Roy Redman at Farmers Insurance for all your insurance needs in Placentia, Ca.

Aida L. Ohsner is a dedicated Insurance Consultant located at 621 North Rose Drive, Placentia, California. Specializing in helping individuals and families find the right health care policies, retirement plans, life insurance, annuities, and more, Aida is committed to protecting and securing your future. With a focus on guiding clients through their insurance needs, Aida offers personalized service and works with top-rated insurance carriers to ensure the best coverage for 2022 and beyond. As a Certified Insurance Agent with Covered California and a Medicare Licensee, Aida is well-equipped to assist with all your insurance needs. With a background in business administration and a passion for helping others, Aida goes above and beyond to provide the highest level of service to her clients. Fluent in Spanish, English, and Swedish, Aida brings a global perspective to her work and is dedicated to helping clients achieve their financial goals. Don't wait any longer to secure your financial freedom - contact Aida L. Ohsner Insurance Consultant today.

Farmers Insurance - Chung Hsu is an insurance agency located at 101 South Kraemer Boulevard, Placentia, California, United States. As a local Farmers® agent in Placentia, CA, Chung Hsu helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Chung Hsu has the knowledge and experience to help clients understand their coverage options. Chung Hsu can help with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Chung Hsu also offers competitive rates with multi-line insurance discounts. For those looking to protect their home, Farmers® has been providing insurance products for over 80 years and offers competitive rates with multi-line insurance discounts. For life insurance, Chung Hsu can help clients review their policy to ensure financial support for their loved ones. Renters insurance is also available to protect personal belongings in case of a disaster.

Louis Ventura is a reputable finance and insurance agency located at 675 Placentia Avenue in Brea, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Louis Ventura offers a wide range of insurance products and financial solutions tailored to meet the unique needs of each client. Whether you are looking for insurance coverage or seeking financial advice, Louis Ventura is dedicated to helping you achieve your goals and secure your financial future. Trust in Louis Ventura for expert guidance and personalized service in the world of finance and insurance.

Sovereign Group is a reputable finance institution located at 1050 East Yorba Linda Boulevard in Placentia, California, United States. With a strong commitment to providing top-notch financial services, Sovereign Group offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Sovereign Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Trust in Sovereign Group for all your financial needs.

Zuk & Associates Inc is a reputable finance institution located at 151 North Kraemer Boulevard in Placentia, California, United States. With a team of experienced professionals, Zuk & Associates Inc offers a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, their expert advisors are dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management or tax planning services, Zuk & Associates Inc is committed to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

FI Tax Planning, Inc. is a reputable accounting and finance institution located at 550 West Orangethorpe Avenue in Placentia, California, United States. With a team of experienced professionals, FI Tax Planning, Inc. offers expert tax planning services to individuals and businesses alike. Whether you are looking to optimize your tax strategy or navigate complex financial matters, FI Tax Planning, Inc. is dedicated to providing personalized solutions tailored to your specific needs. Trust FI Tax Planning, Inc. to help you achieve your financial goals with precision and expertise.

U.S. Bank's Wealth Management Banker, Jeremy Kirbis, is located at 201 Yorba Linda Boulevard in Placentia, California. As a finance institution, U.S. Bank offers a wide range of wealth management services to help clients achieve their financial goals. Jeremy Kirbis is a knowledgeable and experienced banker who provides personalized financial advice and guidance to clients looking to grow and protect their wealth. With a focus on building long-term relationships, U.S. Bank and Jeremy Kirbis strive to help clients make informed decisions about their finances and secure their financial future.

SVL Holding Corporation is a finance institution located at 1620 North Placentia Avenue, Placentia, California, United States. With over 35 years of experience in the industry, SVL Investment Management offers insight, intelligence, and integrity to every investment plan. Specializing in advanced portfolio design based on academic research, SVL helps clients pursue higher expected returns. Whether you are an individual looking to invest in your future or a care provider looking to invest for your family, SVL is here to assist you. As a global research-oriented investment advisory firm, SVL provides capital management services to a variety of clients including individual accounts, profit sharing plans, pension funds, foundations, endowment funds, and trusts. Trust SVL Investment Management to help you achieve your financial goals with professionalism and high-quality services.

MCDA CCG, Inc is a reputable accounting and finance institution located at 1860 East Miraloma Avenue in Placentia, California. With a strong focus on providing top-notch financial services to individuals and businesses, MCDA CCG, Inc is known for its professionalism, expertise, and commitment to helping clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, the skilled team at MCDA CCG, Inc is dedicated to providing personalized solutions tailored to your specific needs. Trust MCDA CCG, Inc for all your accounting and finance needs in the Placentia area.

Capital Markets Co-Op is a leading finance institution located on Bradford Avenue in Placentia, California, United States. Our institution specializes in providing a wide range of services related to capital markets, including investment banking, asset management, and trading. With a team of experienced professionals and cutting-edge technology, we strive to deliver top-notch financial solutions to our clients. Whether you are a seasoned investor or a newcomer to the world of finance, Capital Markets Co-Op is here to help you navigate the complexities of the market and achieve your financial goals. Visit us today to learn more about how we can assist you in growing your wealth and securing your financial future.

By The Book Tax & Accounting is a trusted institution located at 101 South Kraemer Boulevard in Placentia, California. We specialize in providing top-notch accounting and finance services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients manage their taxes and finances accurately and efficiently. Whether you need assistance with tax preparation, bookkeeping, or financial planning, you can count on us to handle your needs with precision and care. Visit us today to experience the difference that our expertise and personalized service can make for your financial well-being.

Rivera's Tax & Insurance is a reputable institution located at 602 West Chapman Avenue in Placentia, California. Specializing in accounting, finance, and insurance services, they offer a wide range of professional expertise to meet the needs of individuals and businesses alike. With a commitment to providing top-notch customer service and personalized solutions, Rivera's Tax & Insurance is a trusted partner in managing your financial affairs.

ATS TAX LLC is a finance institution located at 1154 East Yorba Linda Boulevard in Placentia, California. Specializing in tax services, ATS TAX LLC provides expert advice and assistance to individuals and businesses in managing their tax obligations. With a team of experienced professionals, ATS TAX LLC is dedicated to helping clients navigate the complexities of tax laws and maximize their financial outcomes. Whether you need help with tax preparation, planning, or resolution, ATS TAX LLC is committed to providing personalized solutions tailored to your specific needs. Contact ATS TAX LLC today to schedule a consultation and take control of your financial future.

H&R Block is a well-known accounting and finance institution located at 1826 North Placentia Avenue in Placentia, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business, H&R Block is committed to providing expert advice and assistance to help you achieve your financial goals. Visit us today to see how we can help you manage your finances effectively.

Ottit is a reputable accounting and finance institution located at 1954 Placentia Avenue in Costa Mesa, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment strategies, Ottit is here to help you achieve your financial goals. Visit us today to see how we can assist you in managing your finances effectively and efficiently.

K&E Tax, EA is a reputable accounting and finance institution located at 333 Draft Way in Placentia, California, United States. Specializing in tax services, the institution is led by Enrolled Agents who are authorized to represent taxpayers before the IRS. With a commitment to providing expert financial advice and assistance, K&E Tax, EA is dedicated to helping individuals and businesses navigate complex tax laws and regulations. Whether you need help with tax preparation, planning, or resolution, the professionals at K&E Tax, EA are here to help you achieve your financial goals.