Financial wellness in Brea, California
36 results found
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Cali-Cathy Insurance and Financial
● ClosedCali-Cathy Insurance and Financial is a reputable insurance agency located at 1800 East Lambert Road in Brea, California, United States. We specialize in providing comprehensive insurance coverage and financial services to meet the needs of our clients. Our experienced team is dedicated to helping individuals and businesses protect their assets and plan for their financial future. Whether you are looking for auto, home, life, or business insurance, Cali-Cathy Insurance and Financial is here to provide you with personalized and professional service. Contact us today to learn more about how we can assist you in securing your financial well-being.
1800 E Lambert Rd ste 102, Brea, CA 92821, United States -
Prudential | Rick Mckinley | Life Insurance & Financial Services
● OpenPrudential | Rick McKinley | Life Insurance & Financial Services is a reputable finance and insurance agency located at 1 Pointe Drive in Brea, California, United States. Our institution specializes in providing top-notch life insurance and financial services to help individuals and families secure their future. With a strong focus on customer satisfaction and financial well-being, our experienced team led by Rick McKinley is dedicated to helping clients make informed decisions to protect their loved ones and achieve their financial goals. Contact us today to learn more about our comprehensive insurance and financial planning solutions.
1 Pointe Dr #510, Brea, CA 92821, United States -
LTC Financial Partners
● ClosedLTC 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.
417 S Associated Rd A-139, Brea, CA 92821, United States -
Jai Prabakaran, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJai 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.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Chuck M Ives
● ClosedMerrill Lynch Financial Advisor Chuck M Ives, located at 145 South State College Boulevard in Brea, California, is a finance institution dedicated to understanding and prioritizing your life goals. Chuck and his team believe in creating personalized financial plans tailored to your individual needs, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing the Investment Personality Assessment, they aim to gain a deeper understanding of your investing preferences to help you pursue your financial aspirations. With access to the investment insights of Merrill and banking solutions from Bank of America, Chuck and his team are committed to helping you manage, grow, and preserve your wealth for the future. They prioritize building strong client relationships based on trust and personalized service, ensuring that each individual's unique priorities and aspirations are valued. Chuck's more than 25 years of experience enable him to guide clients through significant life transitions with even-handed advice and a focus on positive family dynamics. By listening closely to client interests and intentions, Chuck is able to chart a path towards achieving their aims. Outside the office, Chuck enjoys playing tennis and golf, as well as exploring diverse cultures and destinations with his family. To learn more and start building a personalized financial plan with Chuck M Ives, reach out to him directly at charles_ives@ml.com.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Waldron Wealth Management Group - UBS Financial Services Inc.
● OpenWaldron Wealth Management Group - UBS Financial Services Inc. is a reputable finance institution located at One Pointe Drive in Brea, California, United States. With a focus on providing personalized wealth management services, the institution offers a wide range of financial solutions to help clients achieve their financial goals. The team of experienced professionals at Waldron Wealth Management Group is dedicated to delivering top-notch financial advice and guidance to clients, ensuring their financial well-being and success. Whether you are looking to grow your investments or plan for retirement, Waldron Wealth Management Group - UBS Financial Services Inc. is committed to helping you make informed decisions and secure your financial future.
One Pointe Dr #140, Brea, CA 92821, United States -
Raymond Kinjo, Mba, Cfp? - Kinjo Insurance & Financial Services
● OpenRaymond Kinjo, MBA, CFP - Kinjo Insurance & Financial Services is a finance institution located at 675 Placentia Avenue in Brea, California, United States. With over 55 years of experience, the Kinjo Family specializes in serving the Japanese community with wealth transfer and investment planning services. Raymond and Yoshio Kinjo prioritize understanding their clients' needs through thorough questioning and maintain transparency regarding fees and compensation to ensure client alignment. Raymond Kinjo is a licensed insurance agent with New York Life Insurance Company and other unaffiliated insurance companies in California, as well as a Registered Representative offering securities products and services through NYLIFE Securities LLC. He also provides investment advisory services through Eagle Strategies, LLC in various states.
675 Placentia Ave # 250, Brea, CA 92821, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a reputable financial institution located at 135 South State College Boulevard in Brea, California, United States. As a leading provider of financial services, Wells Fargo Advisors offers a wide range of investment and wealth management solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial planning services to clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
135 S State College Blvd Suite 550, Brea, CA 92821, United States -
Paramount Tax & Accounting, CPAs - Brea, CA
● ClosedParamount Tax & Accounting, CPAs in Brea, CA offers professional tax and accounting services to individuals and businesses. Located at 330 East Lambert Road in Brea, California, our team of licensed tax professionals is dedicated to providing exceptional service and support. We work with Protection Plus $1 Million Tax Audit Defense to ensure favorable resolutions for our clients in the event of a tax notice. Our services include finding all possible deductions and credits for personal taxes, as well as tax preparation for small businesses, partnerships, corporations, and more. We prioritize professionalism, responsiveness, and quality in all that we do, striving to meet the unique needs of each client. Our experienced team offers a wide range of accounting and bookkeeping services to simplify the tax process and provide accurate solutions tailored to individual circumstances.
330 E Lambert Rd STE 170, Brea, CA 92821, United States -
American Financial Network, Inc
● OpenWelcome to American Financial Network, Inc., your trusted partner in achieving your financial and real estate goals. Conveniently located at 323 Spreckels Drive, Aptos, California, we specialize in providing personalized financial solutions to meet the diverse needs of our clients. Whether you're a first-time homebuyer or a seasoned investor, our team of experienced Loan Originators is here to guide you through every step of the home buying process. At American Financial Network, Inc., we understand the importance of making informed financial decisions. That's why we offer a range of calculator tools on our website to help you estimate your mortgage options. Please note that these tools provide estimates only, and we encourage you to consult with one of our licensed Loan Originators for tailored advice that considers your unique circumstances.
323 Spreckels Drive, Aptos, California 95003, United States -
American Financial Network, Inc.
● ClosedWelcome to American Financial Network, Inc., your trusted partner in navigating the world of finance and real estate. Conveniently located at 8505 East Florence Avenue, Downey, California 90240, we are dedicated to providing our clients with valuable tools and expert guidance to make informed financial decisions. Our calculator tools are available as a courtesy, offering estimates to help you plan your financial future. For personalized advice tailored to your specific needs and circumstances, consult with one of our licensed Loan Originators. As the vibrant summer season approaches, the real estate market is bustling with activity. Whether you're a buyer searching for your dream home or a seller looking to maximize your property's curb appeal, we're here to support you every step of the way. Our comprehensive blog posts offer practical tips and strategies for both buyers and sellers, ensuring you make the most of the current market dynamics.
8505 East Florence Avenue, Downey, California 90240, United States -
Financial Partners Credit Union
● OpenWelcome to Financial Partners Credit Union, your trusted partner in achieving financial success. Conveniently located at 2201 Seal Beach Boulevard, Seal Beach, California 90740, we are dedicated to providing personalized financial solutions tailored to meet your unique goals. Whether you're looking to finance your next big purchase or simply manage your day-to-day banking needs, we've got you covered. At Financial Partners, we offer a comprehensive range of financial products and services, including checking and savings accounts, credit cards, mortgages, auto loans, and personal loans. Our competitive rates and member-focused approach ensure that you receive the best value and service possible. Enjoy exclusive benefits such as 0% APR for 12 months on purchases and balance transfers for qualifying members, and earn 5,000 APEX bonus points with new Platinum Rewards Mastercard accounts.
2201 Seal Beach Boulevard, Seal Beach, California 90740, United States -
American Financial Network- Dana Point
● ClosedWelcome to American Financial Network - Dana Point, your trusted partner in mortgage lending and financial solutions. Located at 24843 Del Prado Avenue, Dana Point, California, we bring over 20 years of experience in the mortgage industry to help you achieve your financial goals. Our extensive knowledge and access to a wide range of resources ensure that we can craft the best financial solutions tailored to your needs. We pride ourselves on our commitment to exceptional service and building lasting relationships with our clients, whom we consider friends. Our unique approach emphasizes a caring and professional attitude, with a dedication to delivering outstanding results. Whether you're a first-time homebuyer or looking to refinance, we are here to guide you every step of the way.
24843 Del Prado Avenue, Dana Point, California 92629, United States -
Joey Montgomery - State Farm Insurance Agent
● ClosedJoey Montgomery - State Farm Insurance Agent is a trusted insurance agency located at 1370 North Brea Boulevard in Fullerton, California. Joey Montgomery and his team provide personalized coverage plans to protect what matters most to you, whether it's your family, belongings, or financial well-being. They offer a range of options including safe driving rewards, bundling discounts, and various coverage plans tailored to your needs. At Joey Montgomery - State Farm Insurance Agent, you can find auto insurance that fits your needs, with options such as collision, comprehensive, rental, and rideshare coverage. They are the largest auto insurance provider in the U.S., offering discounts for combining auto and home policies.
1370 N Brea Blvd # 150, Fullerton, CA 92835, United States -
Bankers Life
● ClosedBankers Life, located at 3030 Saturn Street in Brea, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Gary Critchfield - State Farm Insurance Agent
● ClosedGary Critchfield - State Farm Insurance Agent is a trusted insurance agency located at 595 West Lambert Road in Brea, California. Since 2015, Gary has been providing exceptional insurance services to the residents of Brea and beyond. With licenses in both California and Arizona for Property & Casualty and Life & Health insurance, Gary is well-equipped to meet all your insurance needs. Gary and his team, including Jessica Chessani, Czar Daniolco, and Aundreya Garcia, are dedicated to providing personalized service and information to help you make informed decisions about your insurance coverage. They are bilingual in Spanish and English, ensuring that language is not a barrier to receiving excellent service.
595 W Lambert Rd #211, Brea, CA 92821, United States -
DolEx Dollar Express
● ClosedDolEx Dollar Express is a finance institution located at 1000 South La Brea Avenue in Inglewood, California, United States. Our money transfer services are easier than ever, with thousands of locations and over 125,000 payers in more than 20 countries. We offer check cashing services for all types of checks, as well as money orders when cash or checks are not an option. Pay your bills on time with our convenient services for over 10,000 utility companies, including mortgage, cable, phone, and more. We also provide a variety of telephony products such as Pinless, Domestic and International Top-ups. Connect with your loved ones in the U.S. and around the world through our services. Please note that services offered may vary by location and state. DolEx Dollar Express, Inc. is NMLS #910812 in multiple states, and DolEx DBA Barri Money Services, LLC is NMLS #937962 in various states.
1000 S La Brea Ave #3, Inglewood, CA 90301, United States -
Farmers Insurance - Won Soh
● ClosedFarmers Insurance - Won Soh is a trusted insurance agency located at 770 South Brea Boulevard in Brea, California, United States. With 28 years of experience in the hospitality industry, Won Soh offers extensive knowledge and understanding of customer service. As a local Farmers® agent in Brea, CA, Won Soh is dedicated to walking clients through the claims process, reviewing auto and home policies, discussing retirement planning, and addressing life insurance needs to ensure that belongings are well-protected and families are financially secure. The agency offers comprehensive coverage options, competitive rates, and discounts to help clients save money on auto, home, renters, condo, and business insurance. Additionally, Farmers Insurance - Won Soh provides personalized financial planning services to help clients reach their goals. For added protection, clients can also explore Personal Umbrella insurance policies. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other reputable insurers underwrite the policies offered by the agency. Contact Farmers Insurance - Won Soh today for expert insurance and financial advice.
770 S Brea Blvd Ste 203, Brea, CA 92821, United States -
Peggy Langin - State Farm Insurance Agent
● ClosedPeggy Langin - State Farm Insurance Agent is a trusted insurance agency located at 21671 Gateway Center Drive in Diamond Bar, California, United States. Our dedicated team is committed to serving all your financial and insurance needs. Whether you need personal or commercial auto and property insurance, business policies, life insurance, or needs analysis, we are here to help. As a first-generation immigrant and a mom of three, I understand the importance of protecting your loved ones and assets. Our office is a resource for newcomers and we offer services in Mandarin Chinese as well as English. We also provide employment practice liability insurance and errors and omission policies for small business owners.
21671 Gateway Center Dr Ste 102, Diamond Bar, CA 91765, United States -
Reinaldo Pacheco, Bankers Life Agent
● OpenReinaldo Pacheco, Bankers Life Agent is a reputable insurance agency located at 3030 Saturn Street in Brea, California, United States. As a Bankers Life Agent, they specialize in providing insurance solutions to individuals and families to help protect their financial future. With a strong focus on customer service and personalized care, Reinaldo Pacheco is committed to helping clients find the right insurance products to meet their needs. Contact them today to learn more about their services and how they can assist you in securing your financial well-being.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Raymond Ford, Bankers Life Agent
● ClosedRaymond Ford, Bankers Life Agent is an insurance agency located at 3030 Saturn Street in Brea, California. As a Bankers Life agent, Raymond Ford offers a range of insurance products and services to help clients protect their financial future. With a commitment to providing personalized and comprehensive insurance solutions, Raymond Ford strives to meet the unique needs and goals of each individual or family. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Raymond Ford, Bankers Life Agent is dedicated to helping you secure your financial well-being. Contact them today to learn more about their insurance offerings and how they can assist you in achieving peace of mind and financial security.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Kevin Crawford, Bankers Life Agent
● OpenKevin Crawford, Bankers Life Agent is a reputable insurance agency located at 3030 Saturn Street in Brea, California, United States. Specializing in providing comprehensive insurance solutions, Kevin Crawford is dedicated to helping individuals and families protect their financial future. With a focus on personalized service and expert advice, Kevin Crawford, Bankers Life Agent is committed to helping clients find the right insurance coverage to meet their specific needs. Whether it's life insurance, retirement planning, or long-term care insurance, Kevin Crawford is here to provide reliable and trustworthy guidance. Visit the office today to learn more about how Kevin Crawford, Bankers Life Agent can help you secure your financial well-being.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Javier Lomeli, Bankers Life Agent
● OpenJavier Lomeli, Bankers Life Agent is an insurance agency located at 3030 Saturn Street, Brea, California, United States. Specializing in providing comprehensive insurance solutions, Javier Lomeli and his team are dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance plans, they strive to meet the unique needs of each individual and family. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Javier Lomeli, Bankers Life Agent is committed to providing expert guidance and support. Contact them today to learn more about their services and how they can help you secure your financial well-being.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Debra Mitchell, Bankers Life Agent
● OpenDebra Mitchell, Bankers Life Agent is an insurance agency located at 3030 Saturn Street in Brea, California. As a trusted agent with Bankers Life, Debra Mitchell provides personalized insurance solutions to meet the unique needs of her clients. Whether you are looking for life insurance, long-term care insurance, or retirement planning services, Debra Mitchell is dedicated to helping you protect your future and secure your financial well-being. Contact Debra Mitchell, Bankers Life Agent today to schedule a consultation and start building a comprehensive insurance plan that fits your lifestyle.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Alan Andalon, Bankers Life Agent
● OpenAlan Andalon, Bankers Life Agent is an insurance agency located at 3030 Saturn Street in Brea, California. As a representative of Bankers Life, Alan Andalon offers a range of insurance products and services to help individuals and families protect their financial future. With a focus on personalized and tailored solutions, Alan Andalon is dedicated to helping clients find the right insurance coverage to meet their specific needs. Whether it's life insurance, long-term care insurance, or retirement planning, Alan Andalon is committed to providing exceptional service and support to clients in the Brea area and beyond. Visit Alan Andalon, Bankers Life Agent today to learn more about how they can help you secure your financial well-being.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Andrea Guerrero, Bankers Life Agent
● OpenAndrea Guerrero, Bankers Life Agent is an insurance agency located at 3030 Saturn Street in Brea, California, United States. Specializing in providing insurance solutions to individuals and families, Andrea Guerrero offers personalized service and expertise in various insurance products. With a commitment to helping clients protect their financial future, Andrea Guerrero, Bankers Life Agent is dedicated to providing top-notch customer service and tailored insurance solutions to meet the unique needs of each client. Contact us today to learn more about our services and how we can help you secure your financial well-being.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Ian Snyder, Bankers Life Agent
● OpenIan Snyder, Bankers Life Agent is an insurance agency located at 3030 Saturn Street in Brea, California. Specializing in life insurance and financial planning, Ian Snyder provides personalized service and expert advice to help clients protect their loved ones and plan for the future. With a commitment to integrity and professionalism, Ian Snyder, Bankers Life Agent is dedicated to helping individuals and families secure their financial well-being. Contact them today to learn more about their services and how they can assist you with your insurance needs.
3030 Saturn St Suite 206, Brea, CA 92821, United States -
Dr. Peter Robbins, PhD
● ClosedDr. Peter Robbins, PhD is a renowned institution located at 1370 North Brea Boulevard in Fullerton, California, United States. Specializing in finance and health, Dr. Robbins offers expert guidance and services to individuals seeking to improve their financial and physical well-being. With a wealth of knowledge and experience, Dr. Robbins provides personalized solutions tailored to meet the unique needs of each client. Whether you are looking to secure your financial future or enhance your overall health, Dr. Peter Robbins, PhD is dedicated to helping you achieve your goals.
1370 N Brea Blvd #245, Fullerton, CA 92835, United States -
Steven Feig
● OpenSteven Feig is a reputable health institution located at 3721 South La Brea Avenue in Los Angeles, California. Specializing in providing top-notch medical care, Dr. Steven Feig and his team are dedicated to ensuring the well-being of their patients. With a focus on personalized treatment plans and a commitment to excellence, Steven Feig is a trusted healthcare provider in the Los Angeles area.
3721 S La Brea Ave, Los Angeles, CA 90016, United States -
CareMore
● OpenCareMore, located in Brea, California, United States, is a health institution that prioritizes the care and well-being of its patients. Medicare Advantage members can access a variety of services, including searching for doctors, care centers, dialysis centers, hospitals, skilled nursing facilities, and urgent care centers. The institution's Advanced Primary Care approach focuses on whole-person care, emphasizing compassionate relationships between patients and healthcare providers. Patients receive personalized care plans that address physical, emotional, nutritional, and financial needs to help them reach their health goals. Carelon Health also offers nationally recognized disease prevention and management programs, evidence-based care, and healthy living programs. Integration and coordination among healthcare providers ensure that patients receive effective and seamless care. The institution's commitment to personalized, friendly, and effective healthcare has transformed the lives of many patients, leading to improved quality of life and better health outcomes. Whether patients are seeking to maintain their health or manage complex conditions, Carelon Health provides the support and resources needed to help them on their health journey. With a focus on whole-person care and personalized treatment plans, CareMore is dedicated to providing healthcare the way it should be.
1273 &, W Central Ave, Brea, CA 92821, USA, Brea, CA 92821, United States
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