Financial services for businesses in Santa Maria, CA
63 results found
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Visionary Insurance/Financial
● ClosedVisionary Insurance/Financial is a reputable finance and insurance agency located at 2650 Industrial Parkway in Santa Maria, California, United States. With a team of experienced professionals, we provide a wide range of insurance and financial services to meet the diverse needs of our clients. Whether you are looking for insurance coverage for your home, auto, or business, or seeking assistance with retirement planning, investments, or financial planning, our experts are here to help. At Visionary Insurance/Financial, we are committed to providing personalized solutions and excellent customer service to ensure our clients' financial security and peace of mind.
2650 Industrial Pkwy #200, Santa Maria, CA 93455, United States -
John's Financial and Health Services
● ClosedJohn's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.
223 Dressler Ave, Santa Maria, CA 93454, United States -
A Plus Tax & Financial Services
● ClosedA Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.
1975 S Broadway Suite B, Santa Maria, CA 93454, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center in Santa Maria, California, is a trusted institution offering a wide range of banking and financial services. Conveniently located at 2060 South Broadway, this full-service bank provides customers with options for checking and savings accounts, loans, mortgages, investment opportunities, and more. With a commitment to customer service and financial expertise, the Bank of America Financial Center is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience the convenience and reliability of banking with Bank of America.
2060 S Broadway, Santa Maria, CA 93454, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center in Santa Maria, California is a leading institution offering a wide range of banking and financial services. Located at 300 Town Center East, this branch provides convenient access to services such as personal and business banking, investment advice, mortgage and loan services, and more. With a commitment to customer satisfaction and financial expertise, the Bank of America Financial Center is a trusted partner for all your financial needs. Visit us today to experience top-notch service and innovative financial solutions.
300 Town Center E, Santa Maria, CA 93454, United States -
United States Postal Service
● ClosedThe United States Postal Service located at 201 East Battles Road in Santa Maria, California is a crucial institution that serves as a post office, finance center, and local government office. It is responsible for delivering mail and packages, providing postal services, and managing financial transactions for residents in the area. With its convenient location and dedicated staff, the United States Postal Service plays a vital role in connecting communities and ensuring efficient communication and commerce.
201 E Battles Rd, Santa Maria, CA 93454, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors, located at 2005 South Broadway in Santa Maria, California, is a reputable finance institution offering expert financial advice and services to individuals and businesses. With a team of experienced financial advisors, they provide personalized financial planning, investment strategies, and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Morgan Stanley Financial Advisors can provide the guidance and expertise you need. Contact them today to schedule a consultation and take the first step towards a secure financial future.
2005 S Broadway, Santa Maria, CA 93454, United States -
Direct Professional Services
● ClosedDirect Professional Services is a reputable accounting and finance institution located at 109 Pershing Street in Santa Maria, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, bookkeeping, and more. Their commitment to providing personalized and efficient solutions makes them a trusted partner for individuals and businesses seeking expert financial advice. Visit Direct Professional Services today to ensure your financial success.
109 Pershing St, Santa Maria, CA 93458, United States -
Emmanuel's Tax & Bookkeeping Services
● ClosedEmmanuel's Tax & Bookkeeping Services is a reliable and professional accounting and finance institution located at 218 Carmen Lane in Santa Maria, California, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses alike. Whether you need assistance with filing your taxes accurately or managing your financial records efficiently, we are here to help. Trust Emmanuel's Tax & Bookkeeping Services for all your accounting and finance needs.
218 Carmen Ln Suite 207, Santa Maria, CA 93454, United States -
Medina Wealth Services and Independent Firm of Raymond James Financial Services, Inc.
● OpenMedina Wealth Services is an independent firm affiliated with Raymond James Financial Services, Inc. Located at 2236 South Broadway in Santa Maria, California, this institution offers a range of financial services to help individuals and businesses manage their wealth. Whether you are looking to invest, plan for retirement, or simply need assistance with your finances, the professionals at Medina Wealth Services are here to help. With their expertise and dedication to client satisfaction, you can trust that your financial future is in good hands.
2236 S Broadway, Santa Maria, CA 93454, United States -
Nuundeya Income Tax Services
● OpenNuundeya Income Tax Services is a reputable accounting and finance institution located at 309 West Main Street in Santa Maria, California. With a team of experienced professionals, they provide top-notch income tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Nuundeya Income Tax Services is dedicated to helping you navigate the complex world of taxes with ease. Trustworthy and reliable, they are committed to ensuring their clients receive the maximum refunds and minimize their tax liabilities. Contact Nuundeya Income Tax Services today for all your tax-related needs.
309 W Main St, Santa Maria, CA 93458, United States -
Maria Lupu - Morgan Stanley
● OpenMaria Lupu - Morgan Stanley is a leading finance institution located at 100 Wilshire Boulevard in Santa Monica, California. As a branch of the renowned Morgan Stanley, Maria Lupu offers a wide range of financial services to clients in the United States. With a team of experienced professionals, they provide expert advice and personalized solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment management, wealth planning, or retirement strategies, Maria Lupu - Morgan Stanley is committed to delivering top-notch service and expertise to meet your needs.
100 Wilshire Blvd Ste 1900, Santa Monica, CA 90401, United States -
Don & Linda's Tax Services
● OpenDon & Linda's Tax Services is a trusted accounting and finance institution located in Castro Valley, California. With a convenient address at 20661 Santa Maria Avenue, this establishment offers expert tax services to individuals and businesses in the area. The team at Don & Linda's Tax Services is dedicated to providing top-notch financial assistance and guidance to help clients navigate the complexities of tax laws and regulations. Whether you need help with tax preparation, planning, or filing, you can rely on Don & Linda's Tax Services for professional and reliable service.
20661 Santa Maria Ave, Castro Valley, CA 94546, United States -
C & H Tax & Bookkeeping Services
● ClosedC & H Tax & Bookkeeping Services is a reputable accounting and finance institution located at 426 Barcellus Avenue in Santa Maria, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation and bookkeeping services to individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of financial management with ease. Trust C & H Tax & Bookkeeping Services for all your accounting needs.
426 Barcellus Ave Ste 104, Santa Maria, CA 93454, United States -
CS Tax & Insurance Services
● ClosedCS Tax & Insurance Services is a leading institution in Santa Maria, California, specializing in accounting, finance, tax services, insurance, DMV services, notary public, bookkeeping, and payroll. Our professionalism sets us apart in the market, ensuring a smooth and great experience for all our clients. Our top-notch services are affordable for both businesses and individuals, aiming to make our clients' lives easier so they can focus on growing their business and taking care of their families. Subscribe to our monthly business coaching newsletter for helpful articles, tips, and tricks to boost the success of your business. Visit us at 1517 Stowell Ctr Plaza and let us take care of all your financial needs.
1517 STOWELL CTR PLAZA SUITE A, Santa Maria, CA 93458, United States -
Century Small Business Solutions
● ClosedCentury Small Business Solutions is a trusted accounting and finance institution located at 937 East Main Street in Santa Maria, California. Our dedicated team of professionals provides a wide range of services to help small businesses thrive, including bookkeeping, tax preparation, financial planning, and more. With years of experience and a commitment to excellence, Century Small Business Solutions is the go-to resource for all your financial needs. Contact us today to see how we can help your business succeed.
937 E Main St STE 201, Santa Maria, CA 93454, United States -
Guadalupe P Maravilla Tax Services: Maravilla Giadalupe P CPA
● OpenGuadalupe P Maravilla Tax Services: Maravilla Giadalupe P CPA is a reputable accounting and finance institution located at 111 West Chapel Street in Santa Maria, California, United States. With a focus on providing top-notch tax services, Guadalupe P Maravilla and her team of certified public accountants offer expert advice and guidance to individuals and businesses looking to navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, planning, or consulting, Guadalupe P Maravilla Tax Services is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and experienced, this institution is a go-to destination for all your accounting and finance needs.
111 W Chapel St, Santa Maria, CA 93458, United States -
Latino Services Inc
● OpenLatino Services Inc is a reputable accounting and finance institution located at 1115 West Main Street in Santa Maria, California, United States. With a team of experienced professionals, Latino Services Inc offers a wide range of financial services to individuals and businesses in the Latino community. From tax preparation to financial planning, their dedicated staff is committed to helping clients achieve their financial goals. Visit Latino Services Inc today for expert advice and personalized financial solutions.
1115 W Main St F, Santa Maria, CA 93458, United States -
FIB Business Management Services
● ClosedFIB Business Management Services is a leading institution specializing in accounting and finance services. Located at 409 East Church Street in Santa Maria, California, United States, our team of experienced professionals is dedicated to providing high-quality financial management solutions for businesses of all sizes. Whether you need assistance with bookkeeping, tax preparation, or financial planning, FIB Business Management Services is here to help you achieve your financial goals. Contact us today to learn more about how we can support your business needs.
409 E Church St Ste B, Santa Maria, CA 93454, United States -
Central Coast Business Management LLC
● ClosedCentral Coast Business Management LLC is a leading accounting and finance institution located at 222 Carmen Lane in Santa Maria, California, United States. Our team of experienced professionals provides top-notch financial services to businesses in the Central Coast region. With a focus on accuracy and efficiency, we help our clients manage their finances and make informed decisions for the growth and success of their businesses. Trust Central Coast Business Management LLC for all your accounting and finance needs.
222 Carmen Ln #103, Santa Maria, CA 93458, United States -
Associated Tax Services
● OpenAssociated Tax Services is a trusted accounting and finance institution located at 3420 Orcutt Road in Santa Maria, California. Our team of expert professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax planning, preparation, or filing, we are here to assist you every step of the way. With years of experience and a commitment to excellence, you can trust Associated Tax Services to handle all of your financial needs with precision and care. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
3420 Orcutt Rd STE 201, Santa Maria, CA 93455, United States -
McGrath Bookkeeping and Accounting Services
● ClosedMcGrath Bookkeeping and Accounting Services, located at 735 State Street in Santa Barbara, California, is your dedicated financial ally. Founded by Maria McGrath in 2024, our team offers a range of services tailored to meet your unique business needs. With a background in accounting and finance, Maria brings a wealth of experience to help businesses thrive. At McGrath Accounting, we go beyond basic bookkeeping to provide you with the financial insights you need to make informed decisions. Whether you need clean-up, catch-up, monthly online bookkeeping, accounting, reporting, or CFO services, we have you covered. Our team is US-based and works remotely with clients across the country, leveraging the latest technology to work efficiently and save you money.
735 State St, Santa Barbara, CA 93101, United States -
Eddie Sandoval - State Farm Insurance Agent
● ClosedEddie Sandoval - State Farm Insurance Agent is a well-established insurance agency located at 2780 Stony Point Road in Santa Rosa, California. With 26 years of experience in the insurance industry, Eddie Sandoval is dedicated to serving the residents of Sonoma County. Specializing in Auto, Home, Life, and Business insurance, Eddie and his team cater to the specific needs of individuals and families in the area. As a long-time resident of Sonoma County, Eddie is deeply rooted in the community and actively involved in supporting local organizations. He is a member of the Sonoma County Hispanic Chamber of Commerce and takes pride in serving the diverse population of the county. The office has a Spanish-speaking staff to better assist Spanish-speaking customers.
2780 Stony Point Rd Ste O, Santa Rosa, CA 95407, United States -
Edwin Velasquez Agency - Farmers Insurance
● ClosedThe Edwin Velasquez Agency - Farmers Insurance is located at 930 South Broadway in Santa Maria, California, United States. As a local Farmers® agent in Santa Maria, CA, they help customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. The agency offers personalized and straightforward service to help customers make informed decisions about their insurance. The agent is fluent in both English and Spanish, providing a diverse range of services to the community. Customers can receive competitive rates and discounts on their insurance policies, including car, home, life, renters, condo, and business insurance. The agency also offers financial services to help customers build a secure future. With over 80 years of experience, Farmers Insurance is a trusted provider that will be there to support customers in times of need. Contact the Edwin Velasquez Agency for a comprehensive insurance plan tailored to your unique needs.
930 S Broadway #104, Santa Maria, CA 93454, United States -
Pinky's Insurance Agency
● ClosedPinky's Insurance Agency, located at 3556 Orcutt Road in Orcutt, California, is dedicated to insuring a bright future for all of its clients. With a wide range of insurance products available, we can help you find the right coverage for your needs. In addition to our insurance services, we also offer fax services with confirmation included. Our office is open Monday through Friday from 9:00 am to 5:30 pm. Financial experts often stress the importance of having the right insurance in place to protect against unexpected events. At Pinky's Insurance Agency, we take the time to analyze your insurance needs and provide you with the coverage you need at the right price. Whether you're an individual or a business owner, we can help you protect your hard-earned assets.
3556 Orcutt Rd, Orcutt, CA 93455, United States -
Farmers Insurance - Andy Cortez
● ClosedFarmers Insurance - Andy Cortez is an insurance agency located at 2646 Santa Maria Way, Santa Maria, California, United States. As a member of the Central Coast for his entire adult life, Andy Cortez is proud to serve the Santa Maria Valley and surrounding areas. The agency prides itself on providing world-class customer service with a smile, offering expert advice to help customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, life insurance, and more, Andy Cortez has the knowledge and experience to help clients better understand their coverage options. With a background in retail management, Andy decided to pursue a career with Farmers Insurance to make a positive impact on people's lives by helping them protect their assets and plan for the future. The agency is located in the beautiful El Potrero Office Park in Santa Maria. Customers can get a quote for auto insurance, home insurance, renters insurance, business insurance, and more. Farmers Insurance also offers financial services to help clients build a solid financial plan for the future. For added coverage above and beyond the liability limits of auto or home insurance policies, a Personal Umbrella insurance policy is also available. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide insurance underwritten by the agency. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has financial responsibility for its own insurance products. Contact Farmers Insurance - Andy Cortez for personalized insurance solutions to protect your assets and plan for the future.
2646 Santa Maria Way Ste 105, Santa Maria, CA 93455, United States -
Farmers Insurance - Daniel Borsch
● ClosedLocated at 937 East Main Street in Santa Maria, California, Farmers Insurance - Daniel Borsch is your local insurance agency offering a wide range of insurance products and financial services. With over 16 years of experience in the insurance industry, Daniel Borsch is dedicated to providing personalized and comprehensive insurance solutions tailored to your needs. Whether you need auto, home, life, commercial, or financial services, the Borsch Insurance Agency is here to help. As a Farmers Insurance agent, Daniel Borsch can assist you in understanding your coverage options and selecting the right insurance policies for your budget. From car insurance to home insurance, renters insurance, business insurance, and more, the agency offers competitive rates and discounts to help you save money while protecting what matters most to you.
937 E Main St STE 104, Santa Maria, CA 93454, United States -
Farmers Insurance - Jaime Flores
● ClosedFarmers Insurance - Jaime Flores is an insurance agency located at 3420 Orcutt Road in Santa Maria, California, United States. Jaime Flores, the local Farmers agent, is dedicated to helping customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Jaime has the knowledge and experience to help you understand your options and make informed decisions. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage to protect your most valuable assets. Whether you're looking for comprehensive car insurance, competitive rates on home insurance, or a personalized life insurance plan, Jaime Flores is here to help.
3420 Orcutt Rd Ste 202, Santa Maria, CA 93455, United States -
Morris & Garritano Insurance
● ClosedMorris & Garritano Insurance is a trusted insurance agency located at 2721 Santa Maria Way in Santa Maria, California. Since 1885, we have been dedicated to earning your trust both at the time of purchase and when you need us most. Our mission is to provide excellent products and services by understanding your business needs and financial objectives. We offer a wide range of products for group employee benefit programs and are licensed to represent all major carriers. With Morris & Garritano, you can rest assured that your personal insurance policies will give you the confidence that what needs protection is secure, whether it's your home, auto, or more.
2721 Santa Maria Way, Santa Maria, CA 93455, United States -
C4 Legal Document Assistance and Mediation
● ClosedC4 Legal Document Assistance and Mediation is a reputable institution located at 503 South McClelland Street in Santa Maria, California. Specializing in finance and legal services, our team of experienced lawyers and professionals provide expert assistance with legal document preparation and mediation services. Whether you need help with estate planning, contract drafting, or resolving disputes, our dedicated staff is here to guide you through the process with precision and care. Trust C4 Legal Document Assistance and Mediation to provide you with the support and expertise you need for all your legal and financial needs.
503 S McClelland St, Santa Maria, CA 93454, United States
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