How to create a financial plan in California
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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 -
Winston Financial Group, Inc.
● ClosedWelcome to Winston Financial Group, Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 10430 Pioneer Boulevard, Santa Fe Springs, California, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to delivering expert guidance and innovative strategies to help you achieve your financial goals. At Winston Financial Group, Inc., we offer a comprehensive range of services, including financial planning, investment management, retirement planning, and risk management. Whether you are an individual seeking to secure your financial future or a business looking to optimize your financial performance, we are here to assist you every step of the way.
10430 Pioneer Boulevard, Santa Fe Springs, California 90670, 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 -
Mike Konjoyan - State Farm Insurance Agent
● ClosedMike Konjoyan - State Farm Insurance Agent is a trusted insurance agency located at 1398 Los Osos Valley Road in Baywood-Los Osos, California. As the first set of business buildings on the right when entering Los Osos from Los Osos Valley Rd, we specialize in providing a range of insurance services including auto, life, health, pet, home, renters, and business insurance. Our team of experienced professionals, including Randy and Jennifer, are dedicated to helping you understand and choose the right insurance coverage for your needs. With over 40 years of combined experience, we are committed to providing personalized service to our clients in Los Osos, Morro Bay, Cayucos, Cambria, Avila Beach, and neighboring cities in San Luis Obispo County, as well as throughout California and Nevada. Whether you need a quote for auto insurance or assistance with financial services, we are here to help.
1398 Los Osos Valley Rd a, Baywood-Los Osos, CA 93402, United States -
Tim Mcgallian - State Farm Insurance Agent
● ClosedTim McGallian - State Farm Insurance Agent is located at 6200 Center Street in Clayton, California. Tim McGallian is proud to serve as a State Farm Insurance Agent for customers in California, Oregon, and Arizona. The agency serves the local communities of Clayton, Concord, Walnut Creek, Pittsburg, Pleasant Hill, and the surrounding Bay Area. Tim McGallian, the Former Mayor of the City of Concord, prioritizes keeping customers and their families properly insured with customized State Farm policies. The agency also offers Personal Price Plan Bundles for Auto Insurance and Homeowners Insurance in Arizona and Oregon. In addition to insurance services, Tim McGallian is actively involved in the community, serving on the Board of Directors for The Greater Concord Chamber of Commerce. The agency participates in local events benefiting non-profits such as the Contra Costa & Solano Food Bank, White Pony Express, Monument Crisis Center, and Meals on Wheels.
6200 Center St a, Clayton, CA 94517, United States -
Farmers Insurance - Erma Contreras
● ClosedFarmers Insurance - Erma Contreras is a local insurance agency located at 7790 Eigleberry Street, Gilroy, California, United States. As a Farmers® agent, Erma Contreras helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Erma has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, she aims to make you smarter about insurance. If you're looking for comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related questions, Erma is happy to help. She can take the mystery out of selecting the right car insurance coverage for your needs and budget. You can also get an online auto insurance quote and learn about insurance discounts to save money.
7790 Eigleberry St ste a, Gilroy, CA 95020, United States -
Hi Palo Alto Auto Car Title Loans
● ClosedHi Palo Alto Auto Car Title Loans is a finance institution located at 3790 El Camino Real in Palo Alto, California. Our representatives are here to assist you with the simple application and approval process for Car and Auto Title Loans. If you have a vehicle and its title, we can help you get the extra cash you need for unexpected expenses. Our helpful team will work with you to create a customized payment plan based on your needs. With convenient locations throughout California, we are here to help you get the cash you need quickly. Contact us at 650-852-1901 to learn more about our services. Visit our website to find out more about our Vehicle Loans and how we can assist you.
3790 El Camino Real # 1010-A, Palo Alto, CA 94306, United States -
Farmers Insurance - Richard Aguilar
● ClosedFarmers Insurance - Richard Aguilar is an insurance agency located at 2345 Michael Drive, Thousand Oaks, California, United States. As your local Farmers® agent in Newbury Park California, Richard Aguilar helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of insurance products including auto, home, renters, business, and life insurance. Richard Aguilar considers himself an educator and problem solver, dedicated to helping clients understand their coverage options and create personalized plans. Whether you are looking for comprehensive car insurance, affordable renters insurance, or a solid financial plan for the future, Richard Aguilar can help. Contact him today to learn more about how Farmers Insurance can protect your assets and provide peace of mind.
2345 Michael Dr A, Newbury Park, CA 91320, United States -
Farmers Insurance - Jonathan Axtell
● ClosedWelcome to Farmers Insurance - Jonathan Axtell, your trusted local insurance agency in Palos Verdes Estates, California. Conveniently located at 2550 Vía Tejon, we are dedicated to helping you navigate the ever-changing landscape of insurance needs. As your local Farmers® agent, Jonathan Axtell is committed to providing you with personalized service to ensure you have the right coverage for your unique situation. Whether you're looking for auto, home, renters, business, or life insurance, we offer comprehensive solutions to protect what matters most to you. With years of experience as a Palos Verdes resident, Jonathan has the knowledge and expertise to guide you through the complexities of insurance policies and help you make informed decisions.
2550 Vía Tejon, Palos Verdes Estates, California 90274, United States -
Brad Needham Insurance Agency
● OpenWelcome to Brad Needham Insurance Agency, your trusted local Farmers® agent located at 1930 South Coast Highway, Oceanside, California. With a commitment to helping you protect what matters most, we offer personalized insurance solutions tailored to your unique needs. Whether you're looking for auto, home, renters, business, or life insurance, our expertise ensures you receive the right coverage at competitive rates. With prestigious designations such as CPCU, CIC, AU, ARM, AAI, AIC, and AINS, Brad Needham leverages extensive knowledge and experience to guide you through the complexities of insurance. From comprehensive and collision coverage for your vehicle to safeguarding your most valuable asset—your home—our agency is dedicated to providing clarity and peace of mind.
1930 South Coast Highway, Oceanside, California 92054, United States -
Capital
● OpenCapital is a beloved restaurant located at 839 Clay Street in the heart of San Francisco, California. Known for its delicious and innovative cuisine, Capital offers a diverse menu that caters to all tastes. The restaurant's chic and modern decor creates a welcoming atmosphere for diners to enjoy their meals. Whether you're looking for a quick bite to eat or a special night out, Capital is the perfect spot to satisfy your cravings. With friendly staff and top-notch service, this institution is a must-visit for food enthusiasts in the Bay Area.
839 Clay St, San Francisco, CA 94108, United States -
David Wong - State Farm Insurance Agent
● ClosedDavid Wong - State Farm Insurance Agent is an insurance agency located at 475 Stony Point Road in Santa Rosa, California. Our agency is conveniently situated next to Carls Jr in the Olivers Market shopping center. With over 30 years of experience, we specialize in combining Auto, Life, and Health insurance to save you money and provide comprehensive coverage. Our team is dedicated to helping individuals and families create a plan to protect themselves from unexpected events such as auto accidents, house fires, or the loss of a loved one. We prioritize premier customer service and satisfaction, ensuring that our clients receive the attention and care they deserve. Our licensed team members, including Priscila who speaks Portuguese, Spanish, and English, are committed to providing a remarkable experience while meeting your insurance and financial services needs. Whether you need assistance with life insurance, annuities, or pet insurance, we are here to help you manage the risks of everyday life and realize your dreams. Contact us today to learn more about how we can support you in planning for the future and protecting what matters most.
475 Stony Point Rd, Santa Rosa, CA 95401, United States -
Farmers Insurance - Robert Stroud
● ClosedFarmers Insurance - Robert Stroud is a trusted insurance agency located at 1275 4th Street in Santa Rosa, California. With over 15 years of experience, Robert Stroud and his team are dedicated to helping clients protect their assets in an ever-changing market. They offer personalized and fast service to educate clients about insurance options, including life, renters, home, and auto insurance. Conveniently located downtown on 4th St with ample parking, Farmers Insurance - Robert Stroud is ready to assist you with comprehensive coverage, collision coverage, deductibles, and more. They can help you select the right car insurance coverage for your needs and budget, with discounts available to save you money.
1275 4th St STE 105, Santa Rosa, CA 95404, United States -
Mimi Lam - State Farm Insurance Agent
● ClosedMimi Lam - State Farm Insurance Agent is a trusted insurance agency located at 2083 Old Middlefield Way, Mountain View, California, United States. Our agency is dedicated to helping families protect themselves from the unexpected with a range of insurance products, including life insurance. As September is Life Insurance Awareness Month, we encourage you to reach out to us for information on how to secure a gift of love for your family. With State Farm's strong financial stability, we are able to provide peace of mind to our clients. Our agency has received many Five Star Yelp Reviews and we strive to make the insurance process simple and even enjoyable. Whether you are moving to California or already have State Farm insurance in another state, we are here to continue your valued relationship with our agency.
2083 Old Middlefield Way Ste 206, Mountain View, CA 94043, United States -
Farmers Insurance - Dipika Vora
● ClosedFarmers Insurance - Dipika Vora is a trusted insurance agency located at 2603 Camino Ramon in San Ramon, California. As your local Farmers® agent, Dipika Vora helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Dipika Vora has the knowledge and experience to guide you through the process and make you smarter about insurance. If you're unsure about comprehensive coverage, collision coverage, deductibles, or medical payments, Dipika Vora can help take the mystery out of selecting the right car insurance coverage for your needs and budget. By starting with an online auto insurance quote, you can learn about insurance discounts that may help you save money.
2603 Camino Ramon Suite 200, San Ramon, CA 94583, United States -
Farmers Insurance - Davin Lozano
● ClosedFarmers Insurance - Davin Lozano is an insurance agency located at 430 West Lockeford Street in Lodi, California, United States. As a local Farmers® agent in Lodi, CA, Davin Lozano helps customers identify the insurance coverage that best fits their needs. The process is straightforward and personalized to make customers smarter about insurance. With knowledge and experience, Davin can help customers better understand their coverage options, whether it's auto, home, renters, business insurance, and more. Customers can reach out to Davin for any questions they might have. For auto insurance, Davin can help customers navigate through comprehensive coverage, collision coverage, deductibles, medical payments, and more. Customers can get started with an online auto insurance quote and explore insurance discounts that can help save money.
430 W Lockeford St, Lodi, CA 95240, United States -
Enrique Ramirez - State Farm Insurance Agent
● ClosedEnrique Ramirez - State Farm Insurance Agent is a reputable insurance agency located in Soledad, California, United States. Our office is conveniently situated in the Soledad Mission Shopping Center, above Mechanics Bank, offering ample parking for our customers. We also have a second agency in Salinas, located near Highway 101 in the Westridge Shopping Center. Established in 2002, our legacy agency has been serving customers in Monterey County and beyond for nearly 20 years. Our dedicated team values building long-lasting relationships by understanding each customer's unique needs and providing personalized care with integrity. We are actively involved in supporting the communities we serve, sponsoring youth sports teams and participating in local government.
2149 H De La Rosa Sr St, Ste 201, Soledad, CA 93960, United States -
Farmers Insurance - Michelle Tamburri
● ClosedFarmers Insurance - Michelle Tamburri is an insurance agency located at 290 Maple Court, Ventura, California, United States. As your local Farmers® agent, Michelle Tamburri helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business, or life insurance, Michelle has the knowledge and experience to guide you through the process and make sure you understand your coverage options. You can contact Michelle for personalized assistance and to get answers to any questions you may have. For auto insurance, Michelle can help you navigate through comprehensive coverage, collision coverage, deductibles, and medical payments to find the right coverage for your needs and budget. You can also get an online auto insurance quote and explore insurance discounts that can help you save money.
290 Maple Ct Ste 158, Ventura, CA 93003, United States -
Auto International Insurance
● ClosedAuto International Insurance Agency, located at 110 West Harvard Boulevard in Santa Paula, California, is your go-to insurance agency for all your auto, home, motorcycle, and commercial insurance needs. Our dedicated team is committed to providing you with the peace of mind that comes from knowing you are fully covered. We work with you to create a customized portfolio of policies that will protect your assets and give you the confidence you need. In addition to our insurance services, we also offer financial literacy resources for small business owners. We believe that understanding the basics of financial management is essential for success, which is why we provide information on budgeting and other financial topics to help you achieve your profit goals effectively.
110 W Harvard Blvd suite g, Santa Paula, CA 93060, United States -
Farmers Insurance - Daryl Dean Santos
● ClosedFarmers Insurance - Daryl Dean Santos is an insurance agency located at 4646 Wilson Road, Bakersfield, California, United States. With CA Lic. #0L37082, Daryl Dean Santos helps customers identify the best insurance coverage for their needs. Whether it's auto, home, renters, business insurance, and more, Daryl has the knowledge and experience to guide you through the process. From comprehensive coverage to medical payments, Daryl can help you understand your options and find the right coverage for your budget. Protect your most valuable possession with home insurance from Farmers®. With over 80 years of experience, Farmers® will be there for you in case of disaster. Get a competitive rate with multi-line insurance discounts and ensure your home is protected.
4646 Wilson Rd Ste 205, Bakersfield, CA 93309, United States -
Farmers Insurance - Yadira Perez
● ClosedFarmers Insurance - Yadira Perez is a local insurance agency located at 5405 Stockdale Highway in Bakersfield, California. As a Farmers agent, Yadira Perez helps customers find insurance coverage that suits their individual needs. Whether it's auto, home, renters, or business insurance, Yadira has the knowledge and experience to guide you through the process and ensure you understand your options. If you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments, Yadira can help simplify the selection process for car insurance. By offering online quotes and insurance discounts, Farmers Insurance makes it easy to save money on your auto insurance.
5405 Stockdale Hwy Ste 102, Bakersfield, CA 93309, United States -
Farmers Insurance - Dustin Gonzales
● ClosedFarmers Insurance - Dustin Gonzales is a local insurance agency located at 1601 New Stine Road in Bakersfield, California. As a Farmers® agent, Dustin Gonzales helps customers in Bakersfield identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Dustin has the knowledge and experience to help you understand your coverage options. By providing personalized and straightforward service, he aims to make you smarter about insurance. If you're unsure where to begin with your car insurance coverage, Dustin can take the mystery out of selecting the right policy for your needs and budget. With Farmers Insurance, you can also benefit from competitive rates and discounts that can help you save money.
1601 New Stine Rd #190, Bakersfield, CA 93309, United States -
Greg Polley - State Farm Insurance Agent
● ClosedGreg Polley - State Farm Insurance Agent is a trusted insurance agency located at 8084 Old Auburn Road in Citrus Heights, California. With all the changes happening in the California insurance market, Greg and his team are here to help you with any insurance questions you may have. Whether you prefer to call, email, or stop by our office, we will show you the various options and coverages available to help you create your Personal Price Plan. Driving on rural roads may seem peaceful, but they come with their own set of risks. We provide tips to help you navigate these roads safely, especially when sharing them with farm vehicles. Additionally, we can educate you on how renters insurance works and guide you through the process of filing a claim.
8084 Old Auburn Rd B, Citrus Heights, CA 95610, United States -
Scott Stevens - State Farm Insurance Agent
● ClosedScott Stevens - State Farm Insurance Agent is an insurance agency located at 4482 Barranca Parkway, Irvine, California. The agency is conveniently situated in Woodbridge on the corner of Barranca and Lake, serving the local communities of Newport Beach, Tustin, Lake Forest, Costa Mesa, and all of Orange County. Scott Stevens, a second-generation agent, leads a team of licensed and professional individuals who are dedicated to meeting all your financial and services needs. With over 50 years of collective insurance experience, the team consists of Laura, Mayra, Viviana, and Scott. Viviana and Mayra are bilingual, speaking both English and Spanish, and are well-versed in all the products offered by State Farm.
4482 Barranca Pkwy #224, Irvine, CA 92604, United States -
Sam Egiazarian - State Farm Insurance Agent
● ClosedSam Egiazarian - State Farm Insurance Agent is located at 19871 Yorba Linda Boulevard in Yorba Linda, California. As an insurance agency, we are dedicated to helping you achieve your financial goals and protect your family's future. With years of experience working in the insurance industry, our team is committed to providing personalized service and comprehensive insurance solutions. Our office offers a range of insurance products, including auto, home, and life insurance. We understand that discussing life insurance can be sensitive, but we are here to answer any questions and help you create a plan that ensures your loved ones are taken care of in the event of the unexpected.
19871 Yorba Linda Blvd #103, Yorba Linda, CA 92886, United States -
Kamiya Insurance Agency
● OpenKamiya Insurance Agency is a local, independent, and trusted insurance agency located at 373 Van Ness Avenue in Torrance, California, United States. Established in 1949 by Kay and Charles Kamiya in Little Tokyo, the agency later moved to Torrance in 1991. We offer a wide range of insurance coverage for individuals, families, and businesses, including Automobile, Homeowners, Business Insurance, Medical, Dental, Life, and Pension Plans. Our agency only partners with insurance companies that have strong financial backing to ensure that our clients' needs are met. Some of our insurance company partners include Tokio Marine and Nichido Fire Insurance Company, MAPFRE/Commerce West, Safeco Insurance Company, and Anthem Blue Cross. At Kamiya Insurance Agency, we provide quality personal insurance options for families and individuals throughout California. Our insurance partners offer a variety of choices to give you peace of mind so you can focus on growing your business. Our life and health insurance advisors can provide recommendations to help you and your family navigate uncertainty.
373 Van Ness Ave, Torrance, CA 90501, United States -
Mt. Diablo Orthodontics - Reichhold & Vargas
● ClosedMt. Diablo Orthodontics - Reichhold & Vargas is a premier orthodontic institution located at 2991 Treat Boulevard in Concord, California. Our team is dedicated to providing you with an exceptional orthodontic experience, with a focus on customer service and personalized care. With over 25 years of experience, Dr. Reichhold and Dr. Vargas have been creating healthy, beautiful smiles for patients of all ages. We believe in using cutting-edge technology to provide you with the best treatment options, efficiency, comfort, and superior results. Each patient is unique, so we listen to your specific concerns and create a customized orthodontic plan to address your treatment and financial goals. Our goal is to give you Confident Smiles for a Lifetime!
2991 Treat Blvd, Concord, CA 94518, United States -
LegalDocsA2Z
● OpenLegalDocsA2Z is a legal institution located at 628 18th Street, Huntington Beach, California, United States. Specializing in providing efficient and cost-effective legal services, we offer customized representation to fit your budget. Our Orange County Divorce Attorney and experienced paralegals work together to ensure that your legal needs are met in the most efficient manner. Our primary focus is on amicable divorces, encouraging couples to settle their divorce without litigation. Our intelligent and rational approach to divorce aims to avoid the financial and emotional strain of a court battle. With the help of our Orange County paralegals, we prepare and file all necessary forms, allowing you to avoid court appearances and judge meetings.
628 18th St, Huntington Beach, CA 92648, United States -
AAA Encinitas Insurance and Member Services
● ClosedAAA Encinitas Insurance and Member Services is a comprehensive financial institution located in the heart of Encinitas, California. As a trusted insurance agency, we provide a wide range of insurance services to protect your assets and loved ones. In addition, we offer expert travel planning services to help you create unforgettable vacations and adventures. Our team of experienced professionals is dedicated to providing top-notch customer service and helping you navigate the complexities of insurance and finance. Visit us at 499 North El Camino Real to learn more about how we can assist you with all your insurance and travel needs.
499 N El Camino Real, Encinitas, CA 92024, United States -
RJ Insurance & Travel Services
● ClosedRJ Insurance & Travel Services is a multi-faceted institution located at 10202 Angell Street in Downey, California, United States. As a health insurance agency, we provide comprehensive coverage options to meet the needs of individuals and families. Our experienced agents are dedicated to helping clients find the best policies to protect their health and well-being. In addition to health insurance, we also offer a range of insurance services to cover other aspects of life, such as auto, home, and business insurance. Our knowledgeable team is committed to providing personalized guidance and support to ensure that our clients are properly protected.
10202 Angell St, Downey, CA 90242, United States
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- How to create a financial plan in Alameda
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