TOP 30 Financial wellness in San Bernardino, California

26 results found

Aims Insurance Services in San Bernardino, California, is a trusted insurance agency located at 25745 East Baseline Street. Specializing in providing customized, low-cost insurance policies, we aim to simplify the insurance buying experience for our customers. Whether you are a beginner or experienced motorcycle rider, ensuring your safety and enjoyment is our priority. We also offer renters insurance to protect your assets, as well as boat insurance for those who love to spend time on the water. Our services include Mexico Insurance for driving in Mexico and we provide professional advice on coverage options. As an independent agency, we work for you to find the best rates and policies tailored to your needs. Renters insurance and motorcycle insurance are essential to protect against unplanned events and financial losses. Contact Aims Insurance Services for all your insurance needs in California.

Delington Financial & Insurance Services, located at 21515 Hawthorne Boulevard in Torrance, California, offers a unique blend of financial and insurance solutions. Our professional team specializes in financial risk management, providing tailored strategies to protect you, your loved ones, and your assets from potential financial losses. Life is unpredictable, which is why our consultants are dedicated to finding the right mix of financial and insurance products to meet your specific needs. From dental insurance and discount plans to accident and illness coverage, we offer a comprehensive range of options to safeguard your financial well-being.

Salazar Insurance & Financial Services, LLC. is a well-established institution located at 1455 West Highland Avenue in San Bernardino, California. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, financial planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Merrill Lynch Financial Advisor Mark D Hutchason is located at 3550 Vine Street in Riverside, California, United States. Mark has been a part of Merrill Lynch Wealth Management since 1996, bringing extensive experience in retirement plan design and financial strategies. With a Bachelor's degree in Public Accounting from Cal State San Bernardino, Mark is well-equipped to assist plan sponsors and participants in creating objective-based outcomes. He holds several designations including Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist, and Certified Plan Fiduciary Advisor. As a qualified Portfolio Advisor, Mark can recommend personalized investment strategies to help clients pursue their financial goals. In addition to his professional expertise, Mark is actively involved in volunteering with his wife Shelly as a Wish Grantor for Make-A-Wish. By taking a personalized approach and understanding each client's unique goals and priorities, Mark helps individuals and families create financial plans tailored to their needs. With access to the resources of Merrill Lynch and Bank of America, Mark is dedicated to helping clients manage, grow, and preserve their wealth for the future. The institution focuses on building long-term relationships and providing ongoing support to help clients achieve their financial objectives.

Competent Tax & Financial is an accounting and finance institution located at 320 North E Street in San Bernardino, California. Since 1996, we have been providing top-notch tax preparation and consulting services to individuals and businesses. Our dedicated team focuses on client satisfaction and building strong relationships through ethical business practices. We utilize cutting-edge technology to streamline the tax preparation process, ensuring that client data is securely protected. Our services include preparing and filing compliant individual and corporate tax returns, as well as offering business consulting services in accounting, strategic planning, and budgeting.

Raymond James Financial Services is a reputable finance institution located at 236 West Orange Show Road in San Bernardino, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to provide personalized solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is dedicated to providing quality financial services to meet your needs.

OshKosh B'Gosh is a beloved clothing and shoe store located at 500 Inland Center Drive in San Bernardino, California. Known for its high-quality children's apparel, this institution offers a wide range of stylish and durable clothing options for kids of all ages. From adorable overalls to trendy graphic tees, OshKosh B'Gosh has everything parents need to keep their little ones looking fashionable. With a convenient location and friendly staff, shopping at OshKosh B'Gosh is always a delightful experience.

Dr. W Family Dentistry, located at 328 Commercial Road in San Bernardino, California, is a top-rated dental institution dedicated to providing quality dentistry and exceptional patient care in a warm and welcoming environment. Our professional and compassionate dental team is highly trained and committed to exceeding patient expectations. At Dr. W Family Dentistry, we strive to create a "family feel" for our patients, where they feel comfortable and well taken care of. Our friendly and welcoming staff at the front desk is always ready to assist with scheduling appointments, insurance questions, and financial guidance.

Sam Genie - State Farm Insurance Agent is located at 154 South Glendora Avenue in West Covina, California. With over 25 years of experience, our agency proudly serves the City of West Covina and surrounding communities in Los Angeles and San Bernardino. We also have a second location in Norco, allowing us to serve the Riverside communities as well. Our goal is to provide excellent service in Auto, Home, Life, Renters, Business, and Health Insurance. As a first-generation Hispanic family, we value hard work and helping others. Our team is dedicated to building lasting relationships with our customers and providing them with the best insurance products tailored to their needs. We are involved in the community through local chambers, youth sports teams, and volunteering in various events.

American First Credit Union, located at 247 East Katella Avenue in Orange, California, has been serving its members and community for 70 years. With a focus on financial well-being, they offer competitive products and personalized service. With four branches in Orange, Riverside, and San Bernardino counties, as well as access to over 5,000 shared branches and 30,000 ATMs nationwide, they are committed to meeting all your financial needs. Their hours of operation are Monday to Thursday from 9:00am to 5:00pm, Friday from 10:00am to 6:00pm, and closed on weekends. American First Credit Union offers a variety of business and personal accounts to suit your needs. Please note that by leaving their website, they do not endorse or guarantee products or information provided by linked organizations. They advise reading the privacy policies of websites accessed through their links.

DolEx Dollar Express is a finance institution located at 2025 East Highland Avenue in San Bernardino, California. Our money transfer services are convenient and reliable, 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 for when cash or checks are not an option. With over 10,000 utility companies available, we make it easy to pay your bills on time. Additionally, we provide a variety of telephony products such as Pinless, Domestic and International Top-up’s. Our goal is to connect families in the U.S. and around the world. Please note that services offered may vary by location and state. DolEx Dollar Express, Inc. NMLS # 910812 and DolEx DBA Barri Money Services, LLC NMLS # 937962 operate in multiple states across the U.S.

Thinkwise Credit Union is a trusted financial institution located at 599 North E Street in San Bernardino, California. As a credit union, we prioritize the financial well-being of our members by offering a wide range of services including ATM access and personalized finance solutions. Our dedicated team is committed to providing excellent customer service and helping our members achieve their financial goals. Join us at Thinkwise Credit Union and experience the difference of banking with a community-focused institution.

Rehmani & Associates is a finance and lawyer institution located at 14751 Plaza Drive in Tustin, California, United States. Specializing in services such as Conservatorship, Financial Elder Abuse, Trust and Probate Litigation, Elder Law, Estate Planning, POAs, Wills and Probate, Rehmani & Associates has offices in Tustin and Anaheim Hills. The institution is known for providing high-quality legal services in a personalized and attentive manner, with a focus on honesty, hard work, and intelligent legal practice. Their team offers personalized, compassionate, professional, and aggressive representation to clients, aiming to create intelligent and well-reasoned plans to meet their needs and solve their problems. They serve clients from Orange County, Riverside County, Los Angeles County, and San Bernardino County, including communities like Irvine, Newport Beach, Anaheim Hills, Yorba Linda, and more.

Affordable Attorneys Group is a finance and lawyer institution located at 9042 Garfield Avenue, Huntington Beach, California, United States. Serving Orange County, including cities like Costa Mesa, Newport Beach, and Anaheim, as well as Los Angeles County, Riverside County, and San Bernardino County, the institution is dedicated to providing affordable legal services for individuals considering filing for bankruptcy. With a focus on providing quality service at a reasonable price, Affordable Attorneys Group offers a range of options for Chapter 7 bankruptcy cases, with fees starting at $1,199.00. The institution prides itself on being accessible and hands-on throughout the entire process, ensuring that clients receive the support and guidance they need to navigate their financial situation successfully.

NTMA Machinist Career College is a leading institution in precision manufacturing training in Southern California, located at 12131 Telegraph Road, Santa Fe Springs, California. Serving Los Angeles, Orange, San Bernardino, and Riverside Counties, the college offers high-tech, hands-on precision manufacturing classes that begin every 7 weeks. With training programs as short as 6 months, students learn from industry leaders in a state-of-the-art shop area and receive career development training and lifetime job placement assistance. The college offers basic training in machining techniques and processes, including setting up and operating conventional machining equipment and programming CNC machines. Students also receive instruction in safety, quality control, inspection procedures, shop theory, precision measuring instruments, mathematics, and blueprint reading. For those without a high school diploma or GED, NTMA provides state-of-the-art entry-level training programs as well as advanced machinist training options.

The Law Offices of Ty Martinez is a reputable law firm located at 7121 Magnolia Avenue in Riverside, California. Specializing in providing aggressive, discreet, and professional legal representation that you can trust, our firm is dedicated to fighting for your rights. If you are facing charges of domestic violence, our experienced team is here to help. We understand the fear, anxiety, and stress that comes with such accusations, and we are committed to providing you with a strong defense to protect your rights.

Jim Canty - State Farm Insurance Agent is an insurance agency located at 3200 El Camino Real in Irvine, California. Situated near the Irvine Market Place in the Market Place Center, our agency is dedicated to helping families protect themselves from risks and make informed decisions about their insurance needs. With a focus on personalized service, we serve customers in Irvine, Tustin, Anaheim, Orange, Santa Ana, and more areas in Orange County, as well as San Bernardino and Riverside Counties. Our experienced team at Jim Canty - State Farm Insurance Agent offers a wide range of insurance products, including auto insurance, life insurance, motorcycle insurance, and financial services. We understand the importance of protecting your family's financial future and are here to help you find the right coverage for your needs.

New York Life is a renowned finance and insurance agency located at 1881 East Commercenter Circle, San Bernardino, California, United States. Offering permanent policies with guaranteed death benefits and cash value growth, as well as customizable long-term coverage options, New York Life provides expert guidance to help you plan for your financial future. With professionally managed investments, low-fee bundled options, and specialized solutions for education expenses, income replacement, and estate planning, New York Life is dedicated to helping individuals and families thrive. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life supports communities through charitable giving and volunteer initiatives. Whether you're just starting to plan for your financial future or need help managing a complex situation, New York Life's agents are ready to tailor flexible solutions to meet your needs and budget. With high financial strength ratings and a commitment to giving back, New York Life is a trusted partner in securing your financial security and peace of mind.

Matthew Fong is a reputable health institution located at 250 South G Street in San Bernardino, California, United States. Specializing in providing top-notch medical services, the institution is known for its skilled doctors and state-of-the-art facilities. Patients can expect personalized care and expert treatment for a wide range of health concerns. Whether you are in need of a routine check-up or more specialized medical attention, Matthew Fong is dedicated to promoting the well-being of all patients.

L H Herrera Insurance & Income Tax is a reputable institution located at 412 West Highland Avenue in San Bernardino, California. Specializing in accounting, finance, and insurance services, our experienced team is dedicated to helping individuals and businesses with their financial needs. From tax preparation to insurance coverage, we provide reliable and personalized solutions to ensure our clients' financial well-being. Contact us today to learn more about how we can assist you in achieving your financial goals.

Pawn Inc. is a versatile institution located at 361 North E Street in San Bernardino, California, offering a range of services including department store, electronics store, finance, jewelry store, and general store. Customers can browse through a variety of items such as electronics, jewelry, and other goods, as well as access financial services such as pawn loans. With a convenient location and a wide selection of products, Pawn Inc. is a one-stop shop for all your shopping and financial needs.

Menier Tax Service is a trusted accounting and finance institution located at 7257 Sterling Avenue in San Bernardino, California. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or filing, Menier Tax Service is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards financial success.

R & M Taxes is an accounting and finance institution located at 2627 South Waterman Avenue in San Bernardino, California. Our services include personal, business, and corporate taxes, as well as bookkeeping and notary services. Our team is trained and compliant with the IRS Circular 230 regulations. If you have any questions about the services we offer, please give us a call at (909) 328-2418. Visit us at Suite E in San Bernardino for all your tax and financial needs.

Guardian Tax and Business Services is a reputable institution located at 1090 West Highland Avenue, San Bernardino, California, United States. Specializing in accounting and finance, our well-trained Tax Pros are dedicated to providing professional tax preparation services. Whether you prefer to visit our office in person or schedule a virtual appointment, we make it easy and convenient for you to get your taxes done. With the option to pay $0 up front using your refund, as well as the opportunity to receive an advance loan before your refund is available, we strive to make the tax process as smooth as possible for our clients. At Guardian Tax, we prioritize integrity, professionalism, and education. Our mission is to deliver quality tax services during tax season and ensure that our clients are audit-ready throughout the year. Our team of tax professionals is highly knowledgeable and committed to going the extra mile for our clients. We also offer tax preparer training for those looking to change their career and become certified tax preparers.

H&R Block is a well-established accounting and finance institution located at 5250 University Parkway in San Bernardino, California. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block offers a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, bookkeeping, or financial consulting, the experienced professionals at H&R Block are here to assist you. Visit us today to see how we can help you achieve your financial goals.

Welcome to American First Credit Union, proudly serving the community from our convenient location at 6011 Lincoln Avenue, Buena Park, California 90620. For 70 years, we have been dedicated to enhancing the financial well-being of our members and the community by offering competitive products and personalized service. As a trusted provider in the finance industry, we offer a wide range of financial solutions tailored to meet your needs. Whether you're looking to open a personal or business account, we have options designed just for you. Our commitment to accessibility means you can find us at four branches across Orange, Riverside, and San Bernardino counties, in addition to benefiting from over 5,000 shared branches and 30,000 ATMs nationwide.