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TOP 30 Financial services for seniors in National City, CA
21 results found
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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.
Lincoln National Life Insurance Co
Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.
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.
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
Mexican American Opportunity
Mexican American Opportunity Foundation (MAOF) is a multi-generational institution located at 330 South Ford Boulevard in Los Angeles, California. We provide social services for individuals of all ages, from infants to seniors, through our four pillars: early child education services, senior services, community development services, and community partnership services. Since our establishment in 1963, we have grown to become one of the largest nonprofits in California, with an annual operating budget exceeding $100 million. We serve over 125,000 people annually across seven counties in California, including Los Angeles, San Bernardino, Orange, San Diego, Ventura, Kern, and Monterey.
Huntington Hospital
Huntington Hospital, located at 55 East California Boulevard in Pasadena, California, is a leading health institution with a mission to build a healthier community. With over 130 years of experience, Huntington Hospital has grown from a small 16-bed hospital to a nationally recognized healthcare provider. As an affiliate of Cedars-Sinai, Huntington Health offers trusted care through its physician group, Huntington Health Physicians, providing primary and specialty care for all ages. The hospital boasts the San Gabriel Valley's largest emergency department and the only Level II Trauma Center, offering vital services 24/7, 365 days a year. Patients can also benefit from comprehensive orthopedic care, cancer support, maternity services, senior care, cardiac care, neurologic care, and a wide range of surgical services.
Huntington Memorial Hospital
Huntington Memorial Hospital, located at 625 Fair Oaks in Pasadena, California, is a renowned health care institution with a mission to build a healthier community. With over 130 years of experience, Huntington Memorial Hospital has grown from a small 16-bed facility to a nationally recognized health care provider. As an affiliate of Cedars-Sinai, Huntington Health offers trusted primary and specialty care through Huntington Health Physicians. The hospital houses the San Gabriel Valley's largest emergency department and only Level II Trauma Center, providing vital services 24/7, 365 days a year. They also offer comprehensive orthopaedic care, cancer support, maternity services, senior care, cardiac care, neurologic care, and a wide range of surgical services. With a team of expert physicians and state-of-the-art technology, Huntington Memorial Hospital is dedicated to providing world-class care to its patients.
MemorialCare Saddleback Medical Center
MemorialCare Saddleback Medical Center, located at 24451 Health Center Drive in Laguna Hills, California, is a renowned institution recognized for its exceptional medical expertise and compassionate care for patients and families. With 50 years of experience serving the Orange County community, the center offers a wide range of services including cancer treatment, heart care, emergency medicine, joint replacements, and women's health services. The Women's Hospital at MemorialCare has recently renovated birthing suites, providing expectant families with a comfortable and supportive environment for delivering their babies. The Joint Replacement Centers offer a unique patient experience for those in need of hip and knee replacements, allowing for a fast return to active living free from pain.
Rotary Valley Associates
Rotary Valley Associates, located at 10 Jeannette Prandi Way in San Rafael, California, is a health institution offering 80 affordable one- and two-bedroom apartments for seniors. The institution features wall-to-wall carpeting, all-electric kitchens, patios, emergency call systems, community rooms with kitchens and fireplaces, laundry facilities, picnic areas, assigned surface parking, and professional on-site management. Developed in collaboration with the Terra Linda Rotary Club and the Marin County Redevelopment Agency, Rotary Valley Senior Village received a Gold Nugget Award for "Best in the West" and an award from the National Council on Senior Aging. The charming one-story bungalow apartments with porches are located in rural Lucas Valley, close to a grocery store and a short drive to a larger shopping center. Residents can also take advantage of the shuttle bus service that stops at the property. Architectural design by Backen, Arrigoni & Ross, and construction by Segue Construction. Financial partners include Westamerica Bank, County of Marin, and AEGON USA Realty Advisors, Inc.
Bode the Notary
Bode the Notary is a finance institution located at 2850 College Boulevard in Oceanside, California, United States. They are FNF and N.N.A. Approved Notary and also an Ordained Minister. Offering 24 Hour Mobile Notary Signing Agent/Wedding Officiant services, they travel within Oceanside, Vista, Carlsbad, San Marcos for $25 plus $15 per signature notarized as per California law. Military and Seniors in these areas receive a $10 discount on travel. They also travel to Fallbrook, Bonsal, Escondido, Valley Center, Encinitas and Rancho Bernardo for $35 plus $15 per signature notarized. Bode the Notary is National Notary Association Certified, Fidelity National Financial Approved, licensed, bonded, and has $100,000 E&O insurance. They are very experienced in loan/sellers real estate transactions. Specializing in services such as acknowledgment, Apostille, loan document notarization, and more, they are dedicated to providing top-notch customer service. Visit Angie's List to grade their quality of work and customer service.
Delores Stubbs - State Farm Insurance Agent
Delores Stubbs - State Farm Insurance Agent is a trusted insurance agency located at 11933 Long Beach Boulevard in Lynwood, California. With a focus on car, life, health, and more insurance options, our dedicated team is here to assist you with your insurance and financial needs. Serving the community of Lynwood since 2011, we are committed to giving back through various initiatives such as supporting local schools, senior centers, homeless drives, and youth sports teams. As a proud member of the Lynwood High School Alumni and Chamber of Commerce, we are dedicated to providing personalized service to both existing and prospective customers. Our office is bilingual in English and Spanish to better serve your needs. Whether you need a free quote for life insurance or information on avoiding the dangers of drunk driving, we are here to help.
Bernard Gandara - State Farm Insurance Agent
Bernard Gandara - State Farm Insurance Agent is a trusted insurance agency located at 5150 Huntington Drive South in Los Angeles, California. With over 38 years of experience in the insurance industry, Bernard Gandara is a Senior Vice President Qualifier, Ambassador Travel Qualifier, and Legion of Honor Qualifier. Fluent in both English and Spanish, he holds a U.O.P. Bachelors in Business Management and a Masters in Business Administration (MBA). Conveniently situated across from Big Saver Supermarket and next to Pizza Hut, Bernard Gandara - State Farm Insurance Agent is dedicated to helping clients with all their insurance needs, including auto, fire, life, and health insurance. They provide personalized solutions tailored to each individual's requirements.
OakTree Law
OakTree Law, located at 7121 Magnolia Avenue in Riverside, California, is a nationally recognized law firm specializing in bankruptcy and injury cases. Founded in 2009 by Julie J. Villalobos, the firm has since expanded to include skilled attorneys in various related areas such as litigation, loan modifications, foreclosure defense, estate planning, and tax services. Despite the current circumstances, OakTree Law remains fully operational and is accepting new consultations over the phone. While their office locations are closed to the public, key staff members are available to handle all necessary case work. With a commitment to providing personalized solutions for each client, OakTree Law offers transparent fee structures and individual consultations to evaluate financial circumstances. Their team of experienced attorneys, senior managers, and dedicated staff are focused on achieving successful outcomes for their clients. Whether facing bankruptcy, foreclosure, or personal injury cases, OakTree Law stands beside their clients every step of the way. Contact them today for a free evaluation and see how they have helped countless clients overcome their legal challenges.
Thomas Roberts, Bankers Life Agent
Thomas Roberts, Bankers Life Agent is an insurance agency located at 355 East Rincon Street in Corona, California. Our experienced agents, including Thomas Roberts, provide 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. Thomas Roberts, as a Unit Field Trainer and Insurance Sales Representative, specializes in helping clients navigate Medicare Advantage plans to find the best coverage for their needs. With the increasing importance of long-term care planning as people live longer and healthcare costs rise, our team is here to help you start preparing for the future. Contact us today to start planning your next steps and ensure you and your loved ones are protected.
Sandra Vish, Bankers Life Agent
Sandra Vish, Bankers Life Agent, located at 16855 West Bernardo Drive in San Diego, California, is an insurance agency offering a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Sandra Vish, the Unit Field Trainer and Insurance Sales Representative, specializes in helping clients compare Medicare Advantage plans to find the best coverage. Medicare Advantage Plans offer similar coverage to Original Medicare Parts A and B, with the added benefit of prescription drug coverage and an annual maximum out-of-pocket limit. With the rising costs of healthcare and the increasing need for long-term care, it is important to be prepared and have discussions with loved ones about planning for the future. Contact Sandra Vish to start planning your next steps.
Douglas Andersen, Bankers Life Agent
Located at 16855 West Bernardo Drive in San Diego, California, Douglas Andersen, Bankers Life Agent is an insurance agency offering a wide range of insurance options. Specializing in core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, our agents are dedicated to helping you find the right coverage for your needs. As a Medicare specialist, Douglas Andersen can guide you through the complexities of Medicare Advantage (Part C), providing you with an all-in-one alternative to Original Medicare Parts A and B. With the rising costs of healthcare and the increasing need for long-term care, it's crucial to be prepared and have important discussions with your loved ones. Let us help you start planning for the future and take the next steps towards securing your financial well-being.
Allstate Life Insurance Specialist: Julio Rubio
Allstate Life Insurance Specialist Julio Rubio is a trusted insurance agency located at 3030 Plaza Bonita Road in National City, California. Julio Rubio is dedicated to helping individuals and families protect their financial future with comprehensive life insurance coverage. With years of experience and a commitment to personalized service, clients can trust Julio Rubio to provide expert guidance and tailored insurance solutions. Contact Julio Rubio today to secure peace of mind for you and your loved ones.
Mohammad Kiamanesh, Bankers Life Agent
Mohammad Kiamanesh, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Led by Unit Supervisor Mohammad Kiamanesh, our team of Insurance Sales Representatives in Northridge, CA offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important in today's aging population, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards a secure future.
Fredy Cabrera, Bankers Life Agent
Fredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!
Domingo Baccay, Bankers Life Agent
Domingo Baccay, Bankers Life Agent is an insurance agency located at 355 East Rincon Street, Corona, California, United States. Led by Unit Supervisor Domingo Baccay, our agents offer 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. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage (Part C) offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we emphasize the importance of planning for long-term care as people live longer and healthcare costs rise. Start preparing for the future with us at Domingo Baccay, Bankers Life Agent.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
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