TOP 30 Individual financial advice in National City, California

180 results found

Keith Hall - State Farm Insurance Agent is a trusted insurance agency located at 4355 Technology Drive in Livermore, California. Our dedicated team members are committed to providing personalized insurance options for every individual who walks through our doors. Whether you are in need of Life or Health insurance, we will thoroughly discuss all aspects of your plan with you to ensure you leave our office feeling truly heard and understood. Conveniently located near 580 and First St, directly behind the Lowes/Safeway shopping center, we offer in-person, video, phone, or text consultations to meet your needs. At Keith Hall Insurance Agency, we offer a full array of insurance and financial services products to suit your needs. Our team, including Mary Gehrke and Ana Guerrero, are knowledgeable, caring, and well-trained to assist you with all your insurance needs. Mary has been with the agency since it opened in 1996 and is a respected member of the Tracy community. Ana Guerrero, a recent addition to our team, is a graduate of Livermore High School, Los Positas College, and CSU East Bay, with a major in Marketing.

Steven Gonsalves - State Farm Insurance Agent is located at 1910 Olympic Boulevard in Walnut Creek, California. As an insurance agency, we specialize in providing our customers with the right auto insurance coverage, especially during the busy month of March when many people are on the road for spring break. Our team is dedicated to making the insurance process easy and stress-free by answering all your questions and addressing your concerns. When it comes to financial professionals, it's important to look for certain traits, and we are here to help guide you in finding the right advisor. We also offer tips for safe driving on rural roads, where farm vehicles and other risks may be present.

Jim Tovias - State Farm Insurance Agent is a trusted insurance agency located at 145 South 8th Street in Santa Paula, California. With a focus on protecting individuals and families from potential risks, the agency offers a range of insurance products including home, auto, life, and commercial policies. With over 42 years of experience in the industry, Jim Tovias is a lifelong resident of Santa Paula and has been serving the community with dedication and expertise. The office has recently expanded with the addition of Adolfo Arenas and Tina Paz, who together bring a combined 38 years of experience to the team.

James Chen - State Farm Insurance Agent is an insurance agency located at 2259 Torrance Boulevard in Torrance, California. Our office is conveniently situated on the corner of Torrance Boulevard and Cota Avenue, near Torrance Boulevard and Crenshaw. We proudly serve the communities of Torrance, Redondo Beach, Gardena, Palos Verdes, Hermosa Beach, Manhattan Beach, Los Angeles, and the Greater California area. At James Chen - State Farm Insurance Agent, we strive to provide personalized insurance solutions to meet our clients' needs. Our team is fluent in Chinese, Spanish, and English, ensuring that language is not a barrier when discussing your insurance options.

Bernard Gandara - State Farm Insurance Agent is a trusted insurance agency located at 5150 Huntington Drive South in Los Angeles, California. With over 38 years of experience in the insurance industry, Bernard Gandara is a Senior Vice President Qualifier, Ambassador Travel Qualifier, and Legion of Honor Qualifier. Fluent in both English and Spanish, he holds a U.O.P. Bachelors in Business Management and a Masters in Business Administration (MBA). Conveniently situated across from Big Saver Supermarket and next to Pizza Hut, Bernard Gandara - State Farm Insurance Agent is dedicated to helping clients with all their insurance needs, including auto, fire, life, and health insurance. They provide personalized solutions tailored to each individual's requirements.

Bob Garrett - State Farm Insurance Agent is a trusted insurance agency located at 2435 East Coast Highway, Newport Beach, California, United States. Whether you need auto, home, life, or pet insurance, Bob Garrett is here to help. You can reach out for a quote by calling 949-675-0700 during office hours or texting the same number anytime. Feel free to email Bob at [email protected] for more information. At Bob Garrett - State Farm Insurance Agent, we prioritize creating a safe environment for your newborn, providing tips on safe sleep practices. We also offer valuable advice for teaching your teenager to drive and driving safely on rural roads.

Erol Hassan - State Farm Insurance Agent is an established insurance agency located at 3540 Highland Avenue in Manhattan Beach, California. Erol Hassan, a graduate of Cal State Los Angeles and a State Farm Agent since 1976, is dedicated to providing quality insurance services to the community. As an Air Force veteran, Erol Hassan brings a sense of commitment and integrity to his work. At Erol Hassan - State Farm Insurance Agent, clients can open a 529 college savings plan account to help save for future higher education expenses. The agency also offers advice on investing in bond funds for a more secure financial future. In addition, they provide tips on DIY auto maintenance to help combat rising auto repair costs.

John Markwith - State Farm Insurance Agent is a reputable insurance agency located at 18821 Delaware Street in Huntington Beach, California. John Markwith has been serving the community for over 25 years and is dedicated to helping individuals and families protect their future. With 30 years of experience as a State Farm Agent, John believes that life insurance is a crucial aspect of family planning that should not be overlooked. In addition to life insurance, John Markwith is now able to assist customers with their auto, home, and life insurance needs in Oregon, Nevada, and Arizona. He is committed to providing guidance and information to help clients make informed decisions about their coverage. If you have any questions or concerns about your insurance needs, John encourages you to reach out to his office for assistance.

Located at 3553 Camino Mira Costa in San Clemente, California, Farmers Insurance - Jason Ortega is a trusted insurance agency established in 2001. Serving families and businesses in San Clemente and Orange County, California, the Jason Ortega Agency offers personalized insurance coverage from some of the top insurance carriers in the nation. With a focus on providing courteous and professional service, the agency specializes in auto, home, renters, and business insurance. Additionally, they can assist with insurance needs in Arizona, Texas, Minnesota, and Arkansas. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, the experienced team at Farmers Insurance - Jason Ortega is here to help. Contact them today for a quote and to learn about available discounts.

Sharon Leung - State Farm Insurance Agent is a trusted insurance agency located at 18012 Cowan in Irvine, California. Serving the community since 2006, our dedicated team offers a wide range of insurance and financial services to individuals and families in Orange County and beyond. From Auto, Life, and Health insurance, to annuities and more, we are here to help you protect what matters most. Our licensed professionals are ready to guide you through the process and provide exceptional customer service. We understand the unique risks of rural road driving and offer tips to stay safe. Whether you're dealing with roof leaks or planning your financial future, we are here to provide expert advice. Please remember not to share sensitive personal information online for your protection.

Ramos Law Firm, located at 2424 Hoover Avenue in National City, California, has been assisting clients since 2009. With over 5,000 clients helped in overcoming financial hardships, our team specializes in debt relief services under Federal Bankruptcy Law. Whether you are considering Chapter 7 or Chapter 13 bankruptcy, our experienced attorneys can guide you through the process to find a fresh financial start. Chapter 7 bankruptcy, also known as 'liquidation bankruptcy,' offers a discharge of qualifying debts to help you regain financial stability. Chapter 13 bankruptcy provides a structured repayment plan to manage and reduce debt. Our legal support can help you towards a more stable financial future.

Tiffani Vu - State Farm Insurance Agent is a reputable insurance agency located at 9831 Walker Street, Cypress, California, United States. The institution offers advice on what to do in case of a parking lot accident and provides information on volunteering opportunities. They also offer tips on DIY auto maintenance to help combat rising repair costs. The mission of State Farm is to help individuals manage risks, recover from unexpected events, and achieve their dreams. Customers can contact the agency at (714) 827-5701 for assistance. State Farm also offers investment products through State Farm VP Management Corp. Life insurance and annuities are issued by State Farm Life Insurance Company, while deposit products are offered by U.S. Bank National Association. Pet insurance products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm reminds customers to carefully read all policies and consult with a tax or legal advisor for personalized advice.

At Bill Sampson - State Farm Insurance Agent, located in Fullerton, California, we are committed to helping individuals and families protect what matters most. With over two decades of experience in the insurance industry, I have the knowledge and expertise to assist you with your insurance and financial service needs. As a graduate of Cal State Fullerton, I understand the importance of education and strive to provide clear and effective communication with all of my clients, whether they speak English or Spanish. Whether you are in need of Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Health Insurance, I am here to help tailor a plan that fits your unique requirements. My goal is to build strong relationships with my clients and ensure that they make informed choices about their insurance needs.

Jarrett Bayless - State Farm Insurance Agent is a trusted insurance agency located at 220 North State College Boulevard in Anaheim, California. Jarrett, the dedicated insurance agent, has over a decade of experience in the industry and is committed to providing personalized coverages to protect his customers' most important assets. He is also actively involved in supporting the Child Hospital Foundation, demonstrating his passion for giving back to the community. As an alumnus of San Diego State University with a degree in Business Management, Jarrett is well-equipped to offer expert advice on insurance needs. His deep understanding of the unique insurance challenges in Southern California allows him to tailor comprehensive insurance plans for individuals and businesses in the region.

Allstate Life Insurance Specialist Julio Rubio is a trusted insurance agency located at 3030 Plaza Bonita Road in National City, California. Julio Rubio is dedicated to helping individuals and families protect their financial future with comprehensive life insurance coverage. With years of experience and a commitment to personalized service, clients can trust Julio Rubio to provide expert guidance and tailored insurance solutions. Contact Julio Rubio today to secure peace of mind for you and your loved ones.

Lori McCarter Curry - State Farm Insurance Agent is a trusted insurance agency located at 451 Park Fair Drive, Sacramento, California. With over 38 years of experience, Lori is dedicated to helping individuals and families in the Sacramento area find the right insurance coverage for their needs, whether it be Auto, Earthquake, Flood, or Life Insurance. As a proud graduate of the University of California, Davis, Lori has a deep connection to the community and is actively involved in giving back through local nonprofit organizations. To get a personalized price plan quote, you can contact Lori via phone, text, online inquiry, or by visiting the office. Whether you are a long-time resident of California or new to the area, Lori is here to assist you with all your insurance needs. Additionally, she provides valuable resources such as tips on teaching teens to drive safely and a skills checklist to determine if your teen is ready to drive independently.

John Aitken - State Farm Insurance Agent is an insurance agency located at 2574 Grass Valley Highway in Auburn, California, United States. Situated in the BIG 5 parking lot above CA Tan & Papa Murphy's, this agency is conveniently located across from America's Tire on HWY 49. With over 30 years of experience as a Financial Adviser, Oil Company Executive, and Management Consultant, John Aitken joined State Farm in July 2019. He was drawn to State Farm's business and ethical standards, which align closely with his own values. The agency offers a range of insurance services including Home, Auto, Life, Health, and Business Insurance.

Adrienne Ng - State Farm Insurance Agent is a trusted insurance agency located at 1643 Noriega Street, San Francisco, California. As your State Farm agent, Adrienne Ng is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. By offering a range of insurance products and services, including life insurance, annuities, and home insurance, Adrienne Ng is committed to being your first choice for all your insurance needs. In addition to providing insurance coverage, Adrienne Ng - State Farm Insurance Agent also offers valuable tips and information to help you avoid common risks and issues. From the dangers of drinking and driving to the importance of regular home plumbing checkups, Adrienne Ng is here to help you protect yourself and your loved ones.

7 Figures Funding South San Francisco is a finance institution located at 611 Gateway Boulevard in South San Francisco, California, United States. Specializing in providing funding solutions for businesses and individuals, 7 Figures Funding offers a range of financial services including loans, investment opportunities, and financial advice. With a team of experienced professionals, 7 Figures Funding is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a new business, expand your current one, or invest in your personal finances, 7 Figures Funding South San Francisco is here to help you every step of the way.

UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.

Private Wealth Management at U.S. Bank, located at 21700 West Oxnard Street in Los Angeles, California, offers a range of financial services to help individuals and families achieve their wealth goals. The team at the Woodland Hills office has expertise in working with business owners, corporate executives, and modern families, but can also advise on unique needs and situations. The Private Wealth Advisors are committed to helping clients work towards the life and legacy they envision. U.S. Bank believes in giving back to the community and has provided over $8 million in Foundation and corporate giving in the past three years. The team is actively involved in supporting organizations such as the California Science Center, YMCA, Boys and Girls Clubs, and Pacific Symphony. Investment and insurance products and services are available through U.S. Bancorp Investments. The team does not provide tax or legal advice, and each individual's situation is unique. Equal Housing Lender. Deposit products offered by U.S. Bank National Association. Member FDIC. Credit products subject to credit approval. U.S. Bank is not responsible for the products or services of U.S. Bancorp Investments, Inc. Insurance products are available through affiliated non-bank insurance agencies. Visit the website for more information on privacy and security policies.

Jolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.

Danny Rozansky, Robertson Stephens is a finance institution located at 1550 El Camino Real, Menlo Park, California, United States. As a Principal and Managing Director at Robertson Stephens, Danny, along with Jeanette Garretty and Michael Zaninovich, provides wealth management advice to high net worth and ultra-high net worth individuals, senior executives, and their families. With over 20 years of experience, Danny offers guidance on financial planning, asset allocation strategies, philanthropic strategies, and investment opportunities to help clients achieve their financial goals. Prior to joining Robertson Stephens, Danny worked at Wells Fargo Private Bank and myCFO, Inc., advising multi-generational families on financial planning. Danny holds a JD from University of the Pacific, McGeorge School of Law and a BA in History from University of California, Berkeley. He is a member of the California Bar and resides in Silicon Valley with his wife and three children. Danny enjoys family trips to national parks, cooking, baseball, and exploring fine food and wine. As a fiduciary institution, Danny Rozansky, Robertson Stephens is committed to serving clients' best interests without the conflicts of interest often found on Wall Street.

Mark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Carol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Monica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Rockefeller Capital Management, located in Campbell, California, is a leading finance institution that has served families, individuals, institutional investors, and corporations for over seven generations. With a focus on individualized service and a commitment to innovation, Rockefeller Capital Management offers independent strategic business advice, guidance, and investment solutions to meet a wide range of financial needs and objectives. With a rich history shaped by the Rockefeller family, the institution continues to pave the way for the future of financial services by delivering unique insights and outcomes to its clients. The experienced and talented team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service and expertise.

Brian Boyle - Thrivent is a finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.

Kelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.

Fred Allen - Thrivent is a finance institution located at 49 Discovery in Irvine, California, United States. Licensing for this institution is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult your attorney or tax professional for such guidance. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client’s financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.