The Best Income protection plans in Taft, California
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Alexander Taft - UBS Financial Services Inc.
Alexander Taft - UBS Financial Services Inc. is a renowned finance institution located at 2 Belvedere Place, Mill Valley, California, United States. With a strong reputation for providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. From wealth management to investment planning, Alexander Taft - UBS Financial Services Inc. offers a wide range of services tailored to meet the unique needs of each individual client. With a team of experienced professionals and a commitment to excellence, clients can trust in the expertise and guidance provided by this esteemed institution.
Julie Franks - State Farm Insurance Agent
Julie Franks - State Farm Insurance Agent is a reputable insurance agency located at 526 Center Street, Taft, California, United States. With a focus on providing personalized insurance solutions to individuals and families, Julie Franks has been proudly serving the Kern County community since 2003. Whether you are in need of car insurance, home insurance, renters insurance, life insurance, small business insurance, or personal articles insurance, Julie Franks and her dedicated team are here to assist you every step of the way. Exciting news for customers is that online auto quoting is now available, allowing you to easily get a quote for your car insurance from the comfort of your own home. However, if you prefer a more personal touch, you can also visit the office for an auto quote. Julie Franks is licensed in California and can help with insurance needs anywhere in the state.
Lederer & Associates Investment Counsel
Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
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