TOP 30 Financial transactions in California

Barnett & Associates Insurance and Financial Services is a reputable institution located at 2601 Airport Drive, Torrance, California, United States. As an insurance agency, we offer a wide range of employee benefits, personal insurance, and life insurance solutions to protect what matters most to our clients. In addition to insurance services, we also provide real estate services in California. Our independent agency is dedicated to helping clients plan for their future by offering services such as combining home and auto insurance, health insurance coverage, employee benefits planning, and life insurance protection. We strive to build long-term relationships with our clients that go beyond just transactions, lasting for generations to come.

The California Department of Financial Protection and Innovation, located at 2101 Arena Boulevard in Sacramento, California, is a local government office dedicated to protecting, educating, and empowering consumers in California. They offer resources such as the Crypto Scam Tracker to help individuals avoid scams in crypto transactions. The department also provides information on Buy Now, Pay Later plans to ensure consumers are aware of the risks involved. Recently, the DFPI ordered Sigue Corporation to cease money transmission activity in California. They offer a search tool for financial services and mortgage lending licensees, as well as information on actions, orders, and administrative hearing decisions. Stay informed and protected with the California Department of Financial Protection and Innovation.

John'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.

Taylor Made Financial is a trusted finance and real estate agency located at 851 Irwin Street in San Rafael, California. Our experienced team of professionals provides personalized financial services and expert guidance in real estate transactions. Whether you are looking to invest in property or secure a loan, we are dedicated to tailoring our services to meet your individual needs. With a commitment to excellence and integrity, Taylor Made Financial is your go-to institution for all your financial and real estate needs.

Financial Partners Credit Union, located at 8274 Firestone Boulevard in Downey, California, offers personalized banking solutions to help you achieve your financial goals. With competitive rates and rewards programs, including 0% APR for 12 months and bonus points, you can bank smarter with Financial Partners. Whether you need a checking account, savings account, credit card, mortgage, auto loan, or personal loan, Financial Partners has you covered. With convenient branches in the Los Angeles Metro, Orange County, San Diego, and San Francisco areas, you can access your accounts online, through the mobile app, or in person. Plus, enjoy additional benefits such as free cell phone insurance and rewards points for debit card transactions. Bank with confidence at Financial Partners Credit Union.

Financial Partners Credit Union, located at 7800 Imperial Highway in Downey, California, offers a wide range of banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, and personal loans. With personalized product recommendations based on your unique financial goals, you can bank smarter and enjoy better rates than national banks. Take advantage of 0% APR for 12 months and earn 5,000 APEX bonus points. Get 250 APEX Points per month when you complete 15 or more debit card signature transactions totaling a minimum of $1,000. Enjoy free cell phone insurance when you pay your monthly cell phone bill with your Financial Partners debit card. Visit one of our conveniently located branches in California, or bank online with our mobile app. Discrimination is prohibited based on federal law and U.S. Department of the Treasury policy. Proceed with caution when leaving FPCU.org and going to a third-party website, as Financial Partners is not responsible for any content, products, services, or external links on the third party's website.

Austin Lampson at Homeowners Financial Group USA, LLC is a finance institution located at 1525 State Street in Santa Barbara, California. The Lampson Team is dedicated to assisting veterans and active military personnel in achieving their goals of homeownership. Led by Austin Lampson, a seasoned professional with over a decade of experience in the industry, the team provides top-notch customer service and helps clients find the best mortgage product for their needs. The institution also offers support from licensed Mortgage Professional Assistants, Christine and Johanna, who guide clients through the mortgage process from start to finish. In addition, Amber Moon serves as the In-Process Team Liaison, ensuring a smooth and efficient transaction for all parties involved. Jenna manages marketing, events, client retention, and servicing, while Jacquie handles team marketing coordination.

Financial Partners Credit Union is a trusted institution located at 16348 Beach Boulevard in Westminster, California. As a bank, finance, and insurance agency, we offer personalized product recommendations tailored to your unique financial goals. With 0% APR for 12 months and 5,000 APEX bonus points, you can bank smarter with us and enjoy better rates than national banks. Earn 250 APEX points per month by completing 15 or more debit card signature transactions totaling a minimum of $1,000. Additionally, receive free cell phone insurance when you pay your monthly cell phone bill with your Financial Partners debit card. We offer valuable banking solutions including checking accounts, savings accounts, credit cards, mortgages, auto loans, personal loans, and more. Whether you bank online, through our mobile app, or visit one of our conveniently located branches in California, such as Downey, Whittier, Seal Beach, Long Beach, and more, Financial Partners is here to help you achieve your financial goals.

Elite Financial is a premier finance and real estate agency located at 1096 Calimesa Boulevard in Calimesa, California. With a team of experienced professionals, we offer a wide range of financial services including investment management, mortgage lending, insurance, and real estate transactions. Our goal is to provide our clients with top-notch financial solutions tailored to their specific needs and goals. Whether you are looking to buy a new home, refinance your mortgage, or grow your investment portfolio, Elite Financial is here to help you achieve your financial aspirations. Visit us today and experience the elite service that sets us apart from the rest.

The Bank of America Financial Center located at 7465 Watt Avenue in North Highlands, California offers a wide range of banking and financial services. With over 210,000 teammates, the institution is dedicated to helping clients achieve their financial goals. The center provides access to specialists for advice and guidance, as well as extended hours and a walk-up ATM for convenience. Business clients can also benefit from dedicated tellers for cash deposits and withdrawals. By scheduling an appointment, clients can discuss their financial goals at a time and location that suits them. The institution also offers a mobile banking app for managing bills and transactions securely. Bank of America is committed to providing personalized solutions to meet the needs of their community.

The Bank of America Financial Center located at 9075 Woodcreek Oaks Boulevard in Roseville, California, offers a wide range of banking and financial services. Whether you need to make transactions on the go or seek personalized financial advice, our team of specialists is here to help. By providing your mobile number, you can receive text messages with important updates and information. With our convenient walk-up ATM, you can easily access your funds and manage your accounts. Make an appointment to discuss your financial goals with one of our experts or use our online help center for assistance. Our Mobile Banking app allows you to securely manage and pay your bills in one place. Whatever your financial needs may be, the Bank of America Financial Center in Roseville is here to support you on your financial journey.

SMART Solutions Financial & Insurance Services, Inc. is a comprehensive financial institution located in the heart of San Diego, California. Specializing in accounting, finance, insurance, and real estate services, we are dedicated to providing our clients with smart solutions to their financial needs. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through personalized and tailored services. Whether you are looking for assistance with taxes, investments, insurance, or real estate transactions, SMART Solutions is here to help. Visit us at 4644 El Cajon Boulevard to learn more about how we can assist you in securing your financial future.

Financial Partners Credit Union is a trusted institution located at 6250 California 27 in Los Angeles, California, United States. As a bank, finance, and insurance agency, we are dedicated to helping our members achieve their unique financial goals. With personalized product recommendations and competitive rates, we offer a range of services including checking accounts, savings accounts, credit cards, mortgages, auto loans, and personal loans. Our special promotions, such as 0% APR for 12 months and 5,000 APEX bonus points, provide added value to our members. Earn APEX points for completing debit card transactions and enjoy free cell phone insurance when you pay your monthly bill with your Financial Partners debit card.

Extensia Financial, located at 4100 Guardian Street in Simi Valley, California, is a finance institution specializing in Commercial Real Estate and Business Lending. As the lending landscape continues to evolve, Extensia Financial offers expert guidance to credit unions looking to navigate the changing regulations and opportunities in the Business Lending and Commercial Lending sectors. Since 1998, Extensia Financial has been partnering credit unions with investors nationwide, with seasoned professionals boasting an average of 15 years of experience. With a focus on convenience and efficiency, Extensia Financial provides tools for sizing deals and access to a portfolio of recently funded transactions. Testimonials from satisfied clients highlight the institution's ability to provide great opportunities and strategic balance sheet solutions. If you are looking for a reliable partner in navigating the world of Business Lending and Commercial Lending, Extensia Financial is the institution to turn to.

Financial Law Group is a prestigious institution located at 5656 La Jolla Boulevard in San Diego, California, United States. Our team of experienced attorneys specialize in financial law and are dedicated to providing top-notch legal services to our clients. Whether you need assistance with tax law, securities regulations, or estate planning, our experts are here to help. Trust Financial Law Group to navigate the complexities of the financial world and protect your interests.

World Financial Group Inc is a leading financial institution located at 1290 Oakmead Parkway in Sunnyvale, California. As a powerhouse in the finance industry, World Financial Group Inc offers a wide range of financial services and solutions to individuals and businesses. With a strong reputation for excellence and expertise, clients can trust World Financial Group Inc to provide personalized and comprehensive financial planning, investment strategies, and wealth management services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Visit World Financial Group Inc today and take the first step towards financial success.

Lawrence Financial Group is a finance institution located at 201 Ocean Avenue in Santa Monica, California. With a focus on providing cost-effective funding options, Lawrence Financial helps clients compare and negotiate favorable terms for loans. The team, led by Haze, is known for their availability to answer concerns and provide expert advice on loan documents. Clients praise Lawrence Financial for their attentiveness, quick response time, and ability to bring creative financing structures to the table. The institution has a proven track record of success in handling difficult and complex financial situations, with close relationships with numerous funding sources including commercial banks, hedge funds, and asset-based lenders.

Kairos Financial Group is a comprehensive financial services institution located in Los Angeles, California. Specializing in accounting, finance, insurance, and real estate services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking for assistance with tax planning, investment management, insurance coverage, or real estate transactions, Kairos Financial Group is here to provide expert guidance and personalized solutions. Visit us at 13101 West Washington Boulevard to learn more about how we can help you secure your financial future.

Spaulding Financial LLC is a business valuation and value growth services firm located at 889 North Douglas Street in El Segundo, California, United States. We specialize in using quantitative analytics to provide data-driven insights for businesses at every stage, from start-up to exit. Our customized solutions are designed to help you make informed decisions and drive growth. At Spaulding Financial LLC, we are dedicated to providing innovative solutions to meet your business needs. Our team stays up-to-date with the latest trends and technologies to offer cutting-edge solutions that are tailored to your specific requirements. We work closely with our clients to understand their unique challenges and goals, ensuring that we deliver customized solutions that help them succeed.

ABP Financial Services is a finance and insurance agency located at 6404 Wilshire Boulevard in Los Angeles, California, United States. Led by Irwin Lowi, who has a diverse background in retail, import/export, and financial services, the institution specializes in estate planning, financial accumulation, and generational planning. With a focus on meeting the individual needs and risk tolerance of each client, ABP Financial Services offers quality information, services, and products to help clients pursue their financial goals. The registered representatives associated with this institution are properly licensed in specific states, ensuring that all financial discussions and transactions comply with regulations. With a commitment to professionalism and integrity, ABP Financial Services strives to build strong relationships with clients and provide tailored financial solutions.

OC Financial Services is a premier institution located in Fullerton, California, offering top-notch accounting, finance, and real estate services. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax planning, investment strategies, or real estate transactions, we are here to help. Visit us at 2330 West Valencia Drive to see how OC Financial Services can help you achieve your financial goals.

TM Financial Forensics is a premier financial investigation and consulting firm located at 333 South Grand Avenue in Los Angeles, California. Our team of experts specializes in uncovering financial fraud, conducting forensic accounting, and providing litigation support to clients in need of financial clarity and resolution. With a commitment to accuracy and integrity, we strive to deliver comprehensive and reliable financial analysis to help our clients navigate complex financial disputes and legal proceedings. Trust TM Financial Forensics to provide the expertise and insight you need to make informed decisions and protect your financial interests.

Chartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.

EarthSign Financial Inc, located at 410 West Main Street in Alhambra, California, is a finance institution that specializes in helping merchants and software companies accept credit card and digital wallet payments securely and simply. Our services include merchant and marketplace processing to cover all payment acceptance needs, both online and in-store. We offer consultation and support for companies in the payment industry, including Virtual Banking Accounts, Payfacs, and Integrated Software Vendors. With fast funding, no minimum credit score requirements, and acceptance of all industries, our merchant account solutions can grow with your business. We have strong partnerships with industry leaders such as CardConnect Corp, WorldPay, and Citcon USA LLC, enabling us to offer customizable and secure credit card and digital wallet acceptance solutions for both online and in-store transactions. Additionally, we provide high-risk merchant accounts for industries such as Exchange, MLM, Gaming, Guns, and Hospitality.

Montage Financial Group Inc. is a finance and insurance agency located at 29222 Rancho Viejo Road in San Juan Capistrano, California, United States. With over 20 years of experience, we specialize in helping policyholders receive lump sum payments in exchange for their life insurance policies. Our team strives to make every life settlement transaction a positive experience, ensuring that our clients receive the maximum settlement possible. If your life insurance policy has become unaffordable or your coverage needs have changed, we can provide you with a lump sum payment and peace of mind by unlocking the full value of your asset. Our comprehensive life settlement calculator can give you an estimate of your policy's cash value before you make a decision. Our licensed specialists in California follow a proven process to complete life settlement transactions smoothly. Contact Montage Financial Group to get started on selling your life insurance policy and we will guide you through the settlement process. We are licensed in multiple states as a Viatical and Life Settlement Provider, and our subsidiaries include Seven Hills Settlements, LLC and The Chapel Fund, LLC. Trust us to help you make the most of your life insurance policy.

Platinum Financial Services is a real estate agency located at 1224 East Katella Avenue in Orange, California. We specialize in assisting clients with all their real estate needs, whether residential or commercial. Our experienced team is dedicated to providing the information and support necessary to successfully complete your real estate transaction. At Platinum Financial Services, we offer a variety of products, including Jumbo and Portfolio programs, to accommodate the diverse needs of our clients. We also have our own in-house escrow service to streamline the process and ensure a seamless experience.

Budica Financial Corporation is a leading finance and real estate agency located at 16406 Sun Summit Drive in Riverside, California, United States. With a team of experienced professionals, Budica Financial Corporation offers a wide range of financial services including investment management, mortgage lending, and real estate transactions. Whether you are looking to buy a new home, refinance your current mortgage, or invest in the real estate market, Budica Financial Corporation is dedicated to helping you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Financial Care Realty is a top-notch real estate agency located at 2563 Mast Way in Chula Vista, California. Our experienced team of professionals is dedicated to providing exceptional financial care and guidance to our clients in their real estate transactions. Whether you are buying, selling, or renting a property, we are here to help you every step of the way. Trust Financial Care Realty for all your real estate needs in the beautiful city of Chula Vista.

Luz Johnson, LPL Financial is a finance institution located at 8856 Greenback Lane in Orangevale, California, United States. The institution offers securities and advisory services through LPL Financial, a registered investment advisor. The financial professionals associated with LPL Financial are only able to discuss and transact business with residents of states where they are properly registered or licensed. Residents of other states are not eligible to make offers or accept services. The institution emphasizes the importance of a secure connection for submitting and transmitting data. Customers are encouraged to check the background of the investment professionals associated with LPL Financial. Securities and Advisory services are offered by LPL Financial, a member of FINRA/SIPC.

Westcorp Financial Services Inc, located at 110 Blue Ravine Road, Folsom, California, is a finance institution specializing in providing business solutions and employee benefits for small to mid-sized businesses and individuals. Licensed in multiple states, including California, Texas, and Virginia, Alexis DeVorss offers insurance products, life insurance, annuities, and securities services through Principal Securities, Inc. The institution also offers interesting calculators and videos on their website. Principal Life and Principal National Life Insurance Company are among the companies available through their network. WestCorp Financial & Insurance Services is not affiliated with any company of the Principal Financial Group. Group Services and Administration Services are not offered by Principal Financial Group. Principal Life maintains certificates of authority to transact insurance in all 50 states. Visit their website for more information and to check the background of their investment professionals.