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TOP 30 Independent financial advisors in California
518 results found
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Team Insurance & Financial Services Inc.
Team Insurance & Financial Services Inc. is a health and insurance agency located at 345 North State Street in Ukiah, California. Serving clients in California and eight other states, our experienced team is dedicated to helping you protect what matters most. As an independent agency, we work with top-rated insurance companies to provide you with a range of options tailored to your unique needs. Whether you are in need of business insurance, personal insurance, employee benefits, or financial solutions, we have you covered. Our services include commercial general liability insurance, commercial property insurance, contractors' equipment insurance, builders risk and installation insurance, workers' compensation, business auto insurance, and commercial umbrella insurance. Our goal is to exceed your expectations and provide you with the peace of mind that comes with knowing your financial future is secure. Visit our local office or contact us today to see how we can serve you and help you plan for tomorrow.
Independent Finance Solution
Independent Finance Solution is a reputable finance and insurance agency located at 4963 Sonoma Highway in Santa Rosa, California. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investment planning, insurance coverage, or retirement savings, our experts are here to provide personalized solutions tailored to your specific needs. Trust Independent Finance Solution to guide you towards a secure financial future.
TRC Financial
TRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.
Godinez Financial and Insurance Services
Godinez Financial and Insurance Services is a reputable insurance agency located in Union City, California. Our dedicated team of professionals is committed to providing personalized financial and insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have you covered. With a convenient location at 33006 Calle La Mirada Common, our agency is easily accessible to residents of Union City and the surrounding areas. Trust Godinez Financial and Insurance Services to protect what matters most to you.
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional
New York Life Insurance Company, Todd P Langton, CLF, Financial Services Professional is a finance and insurance agency located at 25 Metro Drive, San Jose, California, United States. They specialize in providing life insurance to help individuals leave a legacy of love and financial security. Additionally, they offer affordable voluntary benefits programs for businesses. Todd P Langton is a licensed agent for New York Life Insurance Company and may also be licensed with other independent insurance companies in California. He is a Registered Representative for NYLIFE Securities LLC and is dedicated to serving professional advisors. Please consult with your own tax, legal, or accounting professional for personalized advice. Contact them at 408-724-5222 for more information.
Dan Torres- New York Life Insurance Company DBA Torres Financial
Dan Torres- New York Life Insurance Company DBA Torres Financial is a finance institution located at 191 Sand Creek Road in Brentwood, California. Navigating the complexities of finances can be challenging, but with the help of a financial professional like Daniel Torres, you don't have to do it alone. By evaluating your financial situation, assessing the current economic landscape, and recommending a strategy tailored to your needs, we can help you achieve your lifestyle and dreams for the future. On our website, you can find interesting calculators and videos to assist you in managing your finances. Money is personal and emotional, but it doesn't have to be scary. Understanding the connection between your day-to-day finances and emotions can help you take control of your financial situation. We also provide tips on creating a budget, preparing for surprise expenses, and managing finances as a couple, including during divorce.
Sound Financial & Insurance Solutions, Inc.
Sound Financial & Insurance Solutions, Inc. is a finance institution located at 1177 Marsh Street in San Luis Obispo, California, United States. They offer a variety of services to help individuals create retirement strategies using insurance products tailored to their needs and objectives. The institution provides a 8-Minute Video Training Exercise as the first step towards financial soundness. By filling out a form, individuals can receive this exercise content and book a Discovery Session to review their current plan and explore their vision.
Delington Financial & Insurance Services
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.
Wolfgang Financial and Insurance Agency
Wolfgang Financial and Insurance Agency, located at 28765 Single Oak Drive in Temecula, California, is your partner in achieving financial freedom. Start your journey today by scheduling a meeting to discuss your retirement goals and dreams. Our process will help you turn those dreams into actionable steps, and we will monitor your plan to ensure it stays on track throughout your retirement. As an independent agency, we offer a wide array of products and services to help meet your specific financial needs. Whether you are planning for retirement, considering long-term care options, or looking into Medicare, we are here to guide you every step of the way.
Primerica Financial Services
Primerica Financial Services is a finance and insurance agency located at 690 Otay Lakes Road in Chula Vista, California, United States. With a focus on helping individuals and families achieve financial security and independence, Primerica offers a range of services including investment products, life insurance, and debt solutions. Their team of experienced professionals are dedicated to providing personalized financial advice and solutions tailored to meet the unique needs of each client. Whether you are looking to plan for retirement, protect your loved ones with life insurance, or get out of debt, Primerica Financial Services can help you navigate the complexities of the financial world and make sound decisions for your future.
Unison Financial Group
Unison Financial Group is a finance institution located at 2264 Lillie Avenue, Summerland, California, United States. Our team of loan experts is dedicated to providing top-notch service for your purchase or refinance needs, specializing in residential, commercial/investment properties, and mobile homes. We are proud to serve the Santa Barbara and surrounding areas, offering a wide range of products, investment tools, mortgages, and personalized attention to meet your specific needs. Through our website, you can easily submit a secure online loan application, pre-qualify for a home loan, and explore different financing options using our interactive calculators. We offer various refinance options to best suit the needs of our local borrowers, including niche programs such as Interest Only Loans, No Income Documentation Loans, and Zero-Down Loans.
Advantage 1st Financial
Advantage 1st Financial is a finance institution located at 530 Technology Drive in Irvine, California, United States. We specialize in simplifying your finances through debt consolidation, offering customized business loans, and providing home improvement loans to help you thrive and renovate with confidence. Our quick and secure online application process ensures swift approval and funds deposited directly into your bank account. With rates no greater than 35.99% APR, we tailor our services to meet your unique needs and prioritize your satisfaction. Contact us at 949-313-4414 to begin your financial journey today.
Root Financial
Root Financial is a human-first financial planning institution located in Solana Beach, California, United States. We specialize in helping retirees avoid common tax mistakes and get the most out of their money. Our empathetic financial advice is tailored to your individual needs and guided by your personal goals. We are an independent registered investment advisor, meaning we prioritize your best interests and offer transparent, fee-based services. Our team of experts provides comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, insurance review, and cash flow planning. We aim to take the stress out of financial planning so you can focus on enjoying life. Contact us today to see how we can help you achieve your financial goals.
FlightPath Financial Planning
FlightPath Financial Planning, located at 445 Marine View Avenue in Del Mar, California, is a finance institution founded by Mike Farrow, a Certified Financial Planner and pilot. Farrow understands the importance of careful planning, experience, and ongoing training, both in aviation and financial planning. At FlightPath, we are dedicated to helping you achieve financial independence and reach your goals with a clear path and a trustworthy partner by your side. Our team at FlightPath believes in putting your interests first and guiding you towards financial success. Whether you are looking to grow your assets, preserve and protect your wealth, or settle comfortably into retirement, we provide expert advice and guidance for a smooth financial journey. We understand that managing personal finances can be complex, which is why we are here to help you make the right decisions and achieve financial security.
Financial Independence Co
Financial Independence Co is a comprehensive finance, health, and insurance agency located at 22801 Ventura Boulevard in Los Angeles, California. Our dedicated team of experts is committed to helping individuals achieve financial independence and security through personalized financial planning, health insurance options, and risk management solutions. With a focus on empowering our clients to take control of their financial futures, we provide tailored services to meet each individual's unique needs and goals. Trust Financial Independence Co to guide you towards a brighter and more secure future.
Alan Berman Insurance and Financial Services
Alan Berman Insurance & Financial Services is an independent finance and insurance agency located at 3427 Terra Linda Drive in Santa Rosa, California. We provide a wide range of insurance and financial products for both individuals and businesses. Our goal is to establish strong relationships with our clients by offering practical strategies and exceptional service. Contact us today to schedule a free consultation either over the phone or in person. Please note that Alan Berman Insurance & Financial Services is not affiliated with LPL Financial. Any information provided here is for courtesy only, and we are not responsible for the accuracy of information on third-party websites. Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor and Member FINRA/SIPC. Our Registered Representatives can only conduct securities business with residents of California.
Anthony Trias - CERTIFIED FINANCIAL PLANNER
Anthony Trias - CERTIFIED FINANCIAL PLANNER is a finance and insurance agency located at 165 North Redwood Drive, San Rafael, California, United States. Stonebridge Financial Group, the parent company, was founded by three independent financial professionals who specialize in private and corporate investment fiduciaries, financial planning, and insurance services. The firm offers a wide range of wealth management services tailored to meet the specific financial needs of its clients, including retirement plan consulting, executive benefit plans, risk management, and business succession planning. With a commitment to providing strategic financial services and personalized financial plans, Stonebridge aims to help clients achieve their unique financial goals. Securities are offered through Equitable Advisors, LLC, and investment advisory products and services are provided through Equitable Advisors, LLC, an SEC registered investment advisor. Stonebridge Financial Group is dedicated to supporting clients throughout the financial planning process, from design to implementation, to ensure exceptional client service.
Thomas Normand Brousseau: Primerica - Financial Services
Thomas Normand Brousseau: Primerica - Financial Services is a reputable finance and insurance agency located at 3419 Broadway in American Canyon, California, United States. With a strong focus on providing top-notch financial services, including investment planning, retirement solutions, and insurance coverage, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to secure your future through sound investment strategies or protect your assets with comprehensive insurance plans, Thomas Normand Brousseau: Primerica is here to guide you every step of the way. Visit us today to learn more about our services and how we can assist you in building a secure financial future.
World Financial Group Inc
World Financial Group Inc is an insurance agency located at 840 Hinckley Road in Burlingame, California, United States. With a focus on providing financial services and products to individuals and families, World Financial Group Inc offers a range of insurance options to protect and secure their clients' financial future. Their team of experienced professionals is dedicated to helping clients make informed decisions and achieve their financial goals. Whether it's life insurance, retirement planning, or wealth management, World Financial Group Inc is committed to providing personalized solutions to meet the unique needs of each client. Visit their office in Burlingame today to learn more about how they can help you secure your financial future.
Chris George: Primerica - Financial Services
Chris George: Primerica - Financial Services is a reputable finance and insurance agency located at 3 Hangar Way in Watsonville, California, United States. With a focus on providing top-notch financial services, including investment strategies, retirement planning, and insurance options, Chris George and his team are dedicated to helping individuals and families achieve their financial goals. Whether you are looking to secure your future or protect your assets, Primerica offers personalized solutions tailored to your specific needs. Trust in Chris George and Primerica for expert financial guidance and peace of mind.
EMC Financial
EMC Financial is a premier financial institution located at 475 Washington Boulevard in Marina del Rey, California. Specializing in finance, EMC Financial offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, EMC Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Visit EMC Financial today to learn more about how they can help you achieve financial success.
Dennis Frank Silveria: Primerica - Financial Services
Dennis Frank Silveria: Primerica - Financial Services is a reputable finance and insurance agency located at 535 Orchard Road in Nipomo, California, United States. With a focus on providing top-notch financial services to individuals and families, the institution is dedicated to helping clients achieve their financial goals and secure their futures. Led by experienced professionals, Dennis Frank Silveria: Primerica offers a wide range of financial products and services, including investment planning, retirement planning, life insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, this institution is committed to providing personalized solutions to meet your unique needs. Contact them today to start building a secure financial future.
Liberty Bridge Financial
Liberty Bridge Financial, located at 16224 Whittier Boulevard in Whittier, California, is a finance institution dedicated to providing clients with tailored mortgage lending plans. With a vast network of investors, we are able to offer various financing options to help you secure the home of your dreams. Our team of professionals is committed to assisting your family in achieving your mortgage goals at competitive rates. If you have any inquiries or would like a quote, don't hesitate to contact us. We are excited to collaborate with you and help you navigate the world of mortgage lending.
Susan K Reeves, Financial Professional - New York Life
Susan K Reeves, Financial Professional at New York Life, located at 21482 Montbury Drive in Lake Forest, California, offers a range of financial and insurance services. Whether you are looking for guidance on budgeting, preparing for unexpected expenses, or managing your finances as a couple, Susan Reeves can provide personalized advice to help you achieve your financial goals. As a licensed agent with New York Life Insurance Company and other independent insurance companies, Susan is equipped to assist clients in Arizona, California, Florida, Nevada, New York, Oregon, Texas, Utah, and Washington. Additionally, as a Registered Representative of NYLIFE Securities LLC, Susan can offer securities products and services to individuals in California, Connecticut, New York, Oregon, Utah, and Washington. With a focus on helping clients navigate the complexities of personal finance, Susan Reeves provides a thoughtful and comprehensive approach to financial planning. Contact Susan Reeves today to learn more about how she can help you secure your financial future.
Blackhawk Financial Group Inc
Blackhawk Financial Group Inc is a reputable finance institution located at 3825 Hopyard Road in Pleasanton, California, United States. With a strong emphasis on providing personalized financial solutions to individuals and businesses, Blackhawk Financial Group Inc offers a wide range of financial services including investment planning, retirement planning, wealth management, and estate planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Contact Blackhawk Financial Group Inc today to schedule a consultation and take the first step towards financial success.
Delightful Financial Services
Delightful Financial Services is a leading finance institution located at 494 UCEN Road, within the University of California-Santa Barbara in California, United States. With a reputation for excellence and expertise in financial services, our team of professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are a student, faculty member, or local resident, we offer a wide range of financial services including budgeting, investment planning, and retirement strategies. Visit us today to experience the delight of expert financial guidance and support.
Thomas Bryant - Prudential Financial
Thomas Bryant - Prudential Financial is a reputable finance and insurance agency located at 25301 Cabot Road in Laguna Hills, California, United States. With a strong focus on providing personalized financial planning and insurance solutions for individuals and businesses, our experienced team is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Thomas Bryant - Prudential Financial is committed to providing top-notch services tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Cesar Marmolejo: Primerica - Financial Services
Cesar Marmolejo: Primerica - Financial Services is a reputable finance and insurance agency located at 36330 Hidden Springs Road in Wildomar, California, United States. Our experienced team is dedicated to providing top-notch financial services to help individuals and families secure their financial future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
Christian Joiner: Primerica - Financial Services
Christian Joiner: Primerica - Financial Services is a reputable finance and insurance agency located at 721 Nevada Street in Redlands, California, United States. With a strong commitment to helping individuals and families achieve financial security and independence, Christian Joiner offers a wide range of financial services including investment planning, retirement planning, and insurance solutions. With a team of experienced professionals, they provide personalized and comprehensive financial advice to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Christian Joiner: Primerica - Financial Services is dedicated to providing top-notch service and expertise to meet your financial needs.
Carter Financial
Carter Financial is a reputable finance and insurance agency located at 6013 La Granada in Rancho Santa Fe, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Carter Financial is dedicated to helping clients achieve their financial goals and secure their futures. From investment planning to risk management, the experienced team at Carter Financial offers a wide range of services to meet the diverse needs of their clients. Trustworthy, reliable, and committed to excellence, Carter Financial is a trusted partner in navigating the complex world of finance and insurance.
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