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TOP 30 Financial services for seniors in California
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Senior Concerns Bargain Boutique
Senior Concerns Bargain Boutique is a store located at 80 East Hillcrest Drive in Thousand Oaks, California, United States. As a part of the Senior Concerns organization, our boutique offers high-quality, affordable items for seniors and their families. Our mission is to provide support services that promote independence, well-being, and self-esteem for the aging population in eastern Ventura County and western Los Angeles County. At Senior Concerns, seniors are our top priority. We believe in challenging traditional views of aging and strive to create a community where seniors can thrive with enjoyment, affection, and contentment. Our boutique is a place where community members come together to serve those who have contributed so much to society. Family caregivers are valued and celebrated, and we offer financial assistance to those in need.
AAA Chula Vista Insurance and Member Services
AAA Chula Vista Insurance and Member Services is a one-stop shop for all your finance, insurance, and travel needs. Conveniently located at 569 Telegraph Canyon Road in Chula Vista, California, this institution offers a wide range of services to help you protect your assets, plan for the future, and explore the world. Whether you need auto, home, or life insurance, assistance with financial planning, or help booking your next vacation, the friendly and knowledgeable staff at AAA Chula Vista Insurance and Member Services are here to help. Visit us today and experience the peace of mind that comes with having all your important matters taken care of in one place.
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.
Chestnut Creek Senior Apartments
Chestnut Creek Senior Apartments, located at 65 Chestnut Avenue in South San Francisco, California, offers affordable HUD subsidized one- and two-bedroom apartments for families with at least one household member 62 or older. The apartments feature wall-to-wall carpeting, all-electric kitchens, deck/patio, and an emergency call system. Residents also have access to a community room with a kitchen, laundry facilities, elevators, and a peaceful courtyard. Assigned surface parking is available, and professional on-site management is provided. Developed by BRIDGE, Chestnut Creek is a charming community within walking distance of shopping, health care, social services, and recreation areas. The design, in a "Mission Eclectic" style, includes a central courtyard that opens from the community room. The location is convenient to the South San Francisco BART station.
Hercules Senior Housing Associates
Hercules Senior Housing Associates, located at 100 Civic Drive in Hercules, California, offers a comfortable and convenient living environment for seniors. The facility features wall-to-wall carpeting, all-electric kitchens, air-conditioning, and a deck or patio in each unit. Residents can also enjoy amenities such as an emergency call system, community room with kitchen, library, laundry facilities, elevator, courtyard, and assigned carport and surface parking. The Arbors, a two-story building surrounding a central courtyard, provides a peaceful atmosphere with sweeping views of the city. With the Hercules Senior Citizens’ Center, Hercules Library, and City Hall nearby, residents have easy access to various services and amenities. The professional on-site management ensures a high level of care and support for all residents. Partnering with various financial institutions and agencies, Hercules Senior Housing Associates strives to provide affordable and quality senior living options.
The Carquinez Senior Apartments
The Carquinez Senior Apartments, located at 400 Harbour Way in Richmond, California, is a part of BRIDGE, an institution dedicated to strengthening communities through affordable housing. With over 10,000 rental apartments under their management, BRIDGE is committed to creating high-quality homes that meet the diverse needs of residents. The Carquinez Senior Apartments offer professional property management services and ensure the long-term financial and physical health of the real estate. In addition to providing housing, BRIDGE also focuses on holistic placemaking and support programs that benefit both individuals and neighborhoods. This project in Northeast Portland is just one example of how BRIDGE is working to build community and provide housing opportunities. As we look towards the future, the Affordable Housing Outlook for 2024 presents challenges that BRIDGE is prepared to address.
William B Rumford Senior Plaza
William B Rumford Senior Plaza is a charming apartment complex located at 3017 Stanton Street in Berkeley, California. With 43 Flat and Townhouse units available at affordable and market rates, this community offers a comfortable and convenient living experience. Each unit is equipped with Energy Star appliances, carpet floors, an on-site laundry room, and assigned parking spaces in a gated lot. Conveniently located near public schools and public transportation, including an AC transit bus stop right outside the parking lot, Ashby BART Station 4 blocks away, and HYW 80 just 4 blocks west of the property, residents have easy access to everything they need. The neighborhood also offers a variety of stores for shopping and dining.
Sadya Senior - New York Life Insurance
Sadya Senior - New York Life Insurance is a trusted insurance agency located at 2633 Camino Ramon in San Ramon, California. Specializing in providing insurance solutions for seniors, they offer a wide range of products to meet the unique needs of older individuals. With a focus on personalized service and attention to detail, Sadya Senior - New York Life Insurance is committed to helping seniors protect their financial future and provide peace of mind for themselves and their loved ones. Contact them today to learn more about their insurance offerings and how they can assist you in planning for the future.
Landmark Senior Resources Insurance Service
Landmark Senior Resources Insurance Service is a reputable insurance agency located in Discovery Bay, California, United States. Specializing in providing insurance services for seniors, they offer a wide range of insurance products tailored to meet the unique needs of older adults. With a team of experienced and knowledgeable insurance professionals, Landmark Senior Resources Insurance Service is dedicated to helping seniors secure the coverage they need to protect themselves and their loved ones. Whether it's health insurance, life insurance, long-term care insurance, or Medicare supplements, they are committed to providing personalized and comprehensive insurance solutions for seniors in the community. Visit Landmark Senior Resources Insurance Service today to ensure peace of mind and financial security for your golden years.
SoarLife Insurance Services
SoarLife Insurance Services, located at 5129 Acadia Drive in Riverside, California, is a health insurance agency dedicated to helping individuals, families, and businesses secure their most valuable assets. Our experienced and knowledgeable agents are committed to providing professional and understanding service to help you select the right health care insurance for your needs. Our team includes certified financial advisors, Covered California certified agents, Medicare specialists, and customer service experts who are here to assist you with all your insurance needs. We specialize in health care insurance, retirement planning, business insurance, and financial planning including securities and investment advisory.
Seniorquote Insurance Services, Inc.
Seniorquote Insurance Services, Inc. is a reputable insurance agency located at 3790 Via De La Valle in Del Mar, California, United States. Specializing in providing insurance services for seniors, the institution offers a wide range of insurance products to meet the unique needs and requirements of older adults. With a team of experienced professionals, Seniorquote Insurance Services, Inc. strives to provide personalized and comprehensive insurance solutions to ensure peace of mind and financial security for their clients. Whether it's health insurance, life insurance, or long-term care insurance, seniors can trust Seniorquote Insurance Services, Inc. to provide reliable and affordable coverage options.
My Senior Health Plan
My Senior Health Plan is a leading health insurance agency located at 875 Prospect Street in San Diego, California. We specialize in providing comprehensive health insurance plans specifically tailored for seniors. Our experienced team is dedicated to helping our clients navigate the complexities of healthcare and find the best coverage options to meet their individual needs. At My Senior Health Plan, we prioritize the well-being and peace of mind of our clients, ensuring they have access to quality healthcare services when they need it most. Contact us today to learn more about our range of insurance options and how we can help you protect your health and financial security in your senior years.
The Light For Seniors, Inc
The Light For Seniors, Inc. is a comprehensive institution located at 8250 Vickers Street in San Diego, California, United States. Our mission is to provide seniors with financial, health, insurance, and store services to help them navigate their golden years with ease and peace of mind. Our dedicated team of professionals is committed to offering personalized solutions and support to meet the unique needs of our senior clients. Visit us today to experience the light of compassionate care and expert guidance for seniors.
Barrett Financial Group, L.L.C.
Barrett Financial Group, L.L.C. is a finance institution located at 3207 Grey Hawk Court, Carlsbad, California, United States. We specialize in finding the best home loans for our customers by pricing out multiple lenders for the most competitive rates. Whether you are buying your first home, your dream home, or preparing to refinance an existing mortgage, our team will make it happen. We offer a variety of loan options, including fixed-rate mortgages, VA loans for military veterans, jumbo loans, interest-only loans, down payment assistance, and reverse mortgages for senior homeowners. If you can't find a loan that fits your needs, let us help! Our goal is to provide accessible and inclusive services to all individuals, including those with disabilities. Contact us at 480-459-4500 or loans@barrettfinancial.com for more information.
IPS INCOME TAX SERVICES - NOTARY-COVERED CALIFORNIA -SENIOR HEALTH INSURANCE PLANS
IPS Income Tax Services - Notary-Covered California - Senior Health Insurance Plans is a comprehensive finance, health, and insurance agency located at 820 West Slauson Avenue in Los Angeles, California. Specializing in tax preparation, immigration forms filling, and notary services, the institution offers a wide range of services to assist with personal and business tax matters. Care Professional Services at IPS Income Tax Services can help categorize monthly transactions, reconcile accounts, and keep financial information accurate and up to date. Services also include assistance with family petitions, green card renewals, TPS, DACA, and other immigration processes.
John Wade | GEM Mortgage | Senior Loan Officer
John Wade | GEM Mortgage | Senior Loan Officer is a finance institution located at 26565 West Agoura Road, Calabasas, California, United States. They offer personalized mortgage solutions, fast quotes, great rates, and service with integrity. As a residential mortgage lender and servicer licensed by the Department of Financial Protection and Innovation, they provide services in multiple states including Arizona, Colorado, Florida, Idaho, Indiana, Nevada, Oregon, Texas, and Washington. With a focus on customer satisfaction and expertise in the mortgage industry, John Wade | GEM Mortgage | Senior Loan Officer is dedicated to helping clients find the right mortgage solution for their needs.
New York Life Insurance Co. / Denison Financial and Insurance Services
New York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
Prudential | Art Eckert | Life Insurance & Financial Services
Prudential | Art Eckert | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1 Pointe Drive in Brea, California, United States. With a focus on providing reliable and comprehensive life insurance and financial services, clients can trust in the expertise and professionalism of Prudential and Art Eckert. Whether you are looking to protect your loved ones with life insurance or plan for a secure financial future, this institution is dedicated to helping you achieve your goals.
Financial Life Settlements, Inc.
Financial Life Settlements, Inc. is an insurance agency located at 1 Post, Irvine, California, United States. We offer a private and professional approach to help clients market and sell their life insurance policies to the secondary market. Our team provides access to multiple funders and uses technology to streamline the process for our clients. Many individuals may not realize that there is a third option beyond surrendering a life insurance policy or continuing to pay premiums until death. We help clients understand the true market value of their policy through a thorough analysis of their existing policy and life expectancy determination.
Security for Life- Life and Retirement Services
Security for Life- Life and Retirement Services is an insurance agency located at 101 Creekside Ridge Court in Roseville, California. In a state where the median household income can be as high as $158,000, planning for the future can be a challenge. Our institution aims to educate individuals on the benefits of life insurance products for long-term savings and income needs. We specialize in helping clients navigate the complexities of retirement planning, maximizing benefits from employer-sponsored plans, and understanding the value of living benefits in life insurance policies. As an independent agent, we work for you, not for any specific insurance company, and offer our services at no charge. Whether you are looking to secure your financial future, protect your family, or plan for your child's education, we are here to help you make informed decisions. Contact us today to discuss how life insurance products can benefit your specific situation and put you on the path to financial security.
LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located in Brea, California, United States. With a strong focus on long-term care planning, they provide expert guidance and personalized solutions to help individuals and families protect their financial future and well-being. Whether you are looking for insurance coverage or financial planning services, LTC Financial Partners is dedicated to helping you navigate the complexities of long-term care with confidence and peace of mind.
Jai Prabakaran, Bankers Life Agent and Bankers Life Securities Financial Representative
Jai Prabakaran, Bankers Life Agent and Bankers Life Securities Financial Representative is an insurance agency located at 3030 Saturn Street, Brea, California, United States. Specializing in providing comprehensive insurance solutions, our team of experienced professionals is dedicated to helping clients protect their financial future. Whether you are looking for life insurance, retirement planning, or investment options, we are committed to guiding you through the process and finding the best solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial well-being.
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative
Hyma Gollamudi, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, California, is a trusted insurance agency offering a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Specializing in Medicare Advantage plans, our agents are dedicated to helping you make informed decisions about your healthcare coverage. With the rising costs of healthcare and the need for long-term care becoming a reality for many, it is crucial to be prepared and have discussions with your loved ones. Contact us today to start planning for your future. Located at 16855 West Bernardo Drive, San Diego, CA, our team is here to help you every step of the way.
One Medical: Financial District - Sutter
One Medical: Financial District - Sutter is a primary care institution located at 110 Sutter Street in San Francisco, California. Our office offers exceptional care for adults of all ages, including seniors on Medicare. We prioritize building real relationships with our patients and use technology to simplify the healthcare experience. Our services range from preventive medicine to managing chronic illnesses and mental health goals. We are dedicated to helping you live a happier, healthier life. Amazon Prime members receive special membership pricing at our facility. We offer same-day appointments, 24/7 video chat, and compassionate providers who listen to your needs. Our office is located on the sixth floor, with doctor's offices and phlebotomy labs. Parking is available nearby, but can be limited in the Financial District.
One Medical: Financial District - Clay
One Medical: Financial District - Clay is a doctor's office located at 559 Clay Street in San Francisco, California. This institution offers exceptional primary care for adults of all ages, including seniors on Medicare. The office is designed to provide a calming and beautiful environment for patients, with same-day appointments, 24/7 video chat, and compassionate providers who listen to your needs. The focus is on building real relationships with patients and using technology to simplify the healthcare experience. Located in the Financial District, the office is conveniently situated near the Transamerica Pyramid and Starbucks. Parking options include a nearby parking garage and metered street parking, although finding parking in the area can be challenging.
LinkedIn Profile & Resume Writing Services San Francisco
LinkedIn Profile & Resume Writing Services San Francisco, located at 115 Sansome Street, San Francisco, California, is the top-rated resume and LinkedIn writing service in the San Francisco Bay area. Specializing in serving government, technology, and other business professionals, our institution understands the importance of a strong online presence in today's job market. With LinkedIn being a primary search tool for job recruiters, it is essential to have a professional and optimized profile to stand out. Our services include creating executive resumes tailored to the San Francisco job market, ensuring compatibility with applicant tracking systems (ATS) commonly used by recruiters. We emphasize a simple, text-only format for resumes, while utilizing LinkedIn for adding creative elements such as images, videos, and articles showcasing your work.
Financial Security Planning
Financial Security Planning is a leading institution located at 3030 Bridgeway in Sausalito, California, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. With a focus on building long-term wealth and security, we offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, save for a major purchase, or protect your assets, Financial Security Planning is here to guide you every step of the way. Contact us today to learn more about how we can help secure your financial future.
MFA Financial Planning
MFA Financial Planning is a leading institution located at 586-B Wisconsin Street in San Francisco, California, United States. Specializing in finance, MFA offers a comprehensive program for individuals seeking to advance their knowledge and skills in financial planning. With expert faculty and a hands-on approach to learning, students at MFA Financial Planning gain the practical experience and theoretical foundation needed to excel in the dynamic field of finance. Whether you are looking to start a career in financial planning or enhance your current expertise, MFA Financial Planning is the ideal institution to help you achieve your goals.
Support Services For Elders
Support Services for Elders is a comprehensive institution located at 1005 A Street in San Rafael, California, United States. Specializing in both finance and health services for the elderly population, our dedicated team is committed to providing personalized assistance and support to help seniors navigate the challenges of aging. From financial planning and budgeting to healthcare coordination and wellness programs, we strive to empower elders to live fulfilling and independent lives. Contact us today to learn more about how we can support you or your loved ones in their golden years.
Merrill Lynch Financial Advisor Michael H Reid
Merrill Lynch Financial Advisor Michael H Reid is a finance institution located at 2 Belvedere Place, Mill Valley, California, United States. Michael H. Reid, CFA, CFP - Senior Vice President - Wealth Management Advisor, leads a team that tailors portfolios to meet the needs of affluent clients based on their objectives and risk tolerance. With over thirty years of experience, Michael holds multiple financial designations and is dedicated to helping clients achieve their financial goals. Michelle Gipson, Registered Senior Wealth Management Client Associate, brings over thirty years of experience in customer service and operations to the team. Together, they provide personalized financial plans centered on client goals and priorities. Through the Merrill Personal Wealth Analysis™, they help clients document and achieve their financial aspirations.
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- Financial services for seniors in Alameda
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- Financial services for seniors in Los Alamitos
- Financial services for seniors in Los Angeles
- Financial services for seniors in Lynwood
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- Financial services for seniors in Monterey
- Financial services for seniors in Mountain View
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- Financial services for seniors in Newark
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- Financial services for seniors in Norwalk
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- Financial services for seniors in Palo Alto
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- Financial services for seniors in Pomona
- Financial services for seniors in Rancho Cucamonga
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- Financial services for seniors in Richmond
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- Financial services for seniors in Sebastopol
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- Financial services for seniors in Sonoma
- Financial services for seniors in Soquel
- Financial services for seniors in South San Francisco
- Financial services for seniors in Stockton
- Financial services for seniors in Suisun City
- Financial services for seniors in Thousand Oaks
- Financial services for seniors in Vallejo
- Financial services for seniors in Ventura
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- Financial services for seniors in Watsonville
- Financial services for seniors in Westlake Village
- Financial services for seniors in Woodland
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