TOP 30 Individual financial planning in Union City, California

123 results found

Union Financial Partners Inc is a leading finance institution located at 2001 Union Street in San Francisco, California, United States. With a team of experienced financial experts, we provide a wide range of financial services to individuals, businesses, and organizations. Whether you need assistance with investments, retirement planning, insurance, or wealth management, our dedicated team is here to help you achieve your financial goals. Trust Union Financial Partners Inc to provide you with personalized financial solutions tailored to your specific needs.

Fairway Financial Consulting is a leading finance institution located at 2525 Trailside Way in Union City, California, United States. Our team of experienced financial experts provides personalized and strategic financial advice to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer a wide range of services to meet our clients' needs. Trust Fairway Financial Consulting to guide you on the path to financial success.

Union Retirement Solutions is a finance institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. Our dedicated team, led by Jeff, is committed to helping individuals and families achieve their ideal retirements. We offer a range of services including retirement income planning, wealth management, and informational workshops to assist you in reaching your retirement goals. Our mission is to provide thoughtful guidance and support as you prepare for this new chapter in your life. Whether you are looking to create a retirement strategy using insurance products or learn more about maximizing your retirement income, we are here to help. Attend one of our workshops or webinars to gain valuable insights and prepare for the future.

Merrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.

Pro Financial Practice LLC is a leading accounting and finance institution located at 31905 Alvarado Boulevard in Union City, California, United States. Our team of expert professionals provides a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. With years of experience and a commitment to excellence, we strive to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how Pro Financial Practice LLC can help you manage your finances effectively.

The Merrill Investment & Retirement Financial Center is located at 31800 Alvarado Boulevard in Union City, California, United States. As a finance institution, Merrill offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or looking for insurance options, Merrill has the tools and expertise to assist you. With a focus on relationship-based ads and online behavioral advertising, Merrill strives to provide information about products and services that are relevant and beneficial to their clients. Additionally, Merrill offers a broad range of brokerage, investment advisory, and other financial services to meet the diverse needs of their clients. Banking products are provided by Bank of America, N.A. and affiliated banks, while insurance options are available through Merrill Lynch Life Agency Inc. For more information about Merrill's services and offerings, clients can review the Client Relationship Summary provided by the institution.

The Merrill Investment & Retirement Financial Center, located at 1900 Decoto Road in Union City, California, offers personalized advice and guidance to help individuals achieve their financial goals. With a team of experienced advisors from Merrill Lynch, clients can receive tailored recommendations and strategies to plan for their future. Whether you are looking to invest in securities or explore banking products, the center provides a wide range of services to meet your needs. Additionally, Merrill Lynch Life Agency Inc. offers insurance solutions to protect your assets. Visit us today to learn more about how we can help you turn your ambitions into action.

Financial Partners Credit Union, located at 1665 Scenic Avenue in Costa Mesa, California, offers a range of financial solutions to help you achieve your goals. Whether you're looking for a new car, planning a big purchase, or just want to bank smarter, Financial Partners has you covered. With personalized product recommendations based on your unique financial goals, you can trust that you're getting the best advice for your situation. Take advantage of special offers like 0% APR for 12 months and 5,000 APEX bonus points when you open a new account. Plus, earn rewards like free cell phone insurance and APEX points for completing debit card transactions. With branches throughout California, including in Los Angeles, Orange County, San Diego, and San Francisco, Financial Partners is here to help you every step of the way.

Mike Kenison - SAFE Financial Services - Wealth Advisor is a finance institution located at 6190 Stanford Ranch Road, Rocklin, California, United States. They offer a range of financial services including savings solutions, business banking accounts, loans, and investment planning. Their team of professional experts are dedicated to putting members first and helping them achieve their financial goals. Additionally, they provide grants and scholarships, as well as financial health services for employees. With a focus on community and member satisfaction, SAFE Credit Union is committed to supporting individuals and families on their financial journey. Join today to experience the benefits of being a part of one of the best credit unions in California.

Steve Raymond - SAFE Credit Union - Financial Planning is a finance institution located at 2740 East Bidwell Street, Folsom, California, United States. At SAFE Credit Union, members are the top priority, not shareholders. They offer a range of financial services including savings solutions, borrowing options, business banking accounts, and investment planning. The institution also provides grants and scholarships, as well as financial health services for businesses. By becoming a member of SAFE Credit Union, individuals can enjoy a sense of community and belonging while receiving personalized financial support. The institution also offers convenient features such as Early Payday and SAFE Pay through their mobile app. With a focus on financial literacy and community involvement, SAFE Credit Union strives to support its members on their financial journey.

Union Professional Services is a reputable accounting and finance institution located at 8966 Garvey Avenue in Rosemead, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Union Professional Services is committed to providing top-notch services tailored to meet your specific needs. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial goals.

Benedict Financial Services is a trusted accounting and finance institution located at 3938 Smith Street in Union City, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, we are here to help. With a commitment to excellence and personalized service, Benedict Financial Services is your go-to destination for all your financial needs.

UNION INCOME TAX & SERVICES is a finance institution located at 2617 Santa Ana Street in South Gate, California, United States. We specialize in providing expert tax preparation services and financial advice to individuals and businesses. Our team of professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial well-being. Whether you need help with filing your taxes, planning for the future, or managing your finances, UNION INCOME TAX & SERVICES is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.

Welcome to Allied Healthcare Credit Union, your trusted financial partner located at 3630 East Imperial Highway, Lynwood, California. We specialize in providing comprehensive financial services tailored to meet the unique needs of healthcare professionals and the local community. Our commitment is to empower our members with the tools and resources necessary to achieve financial well-being. At Allied Healthcare Credit Union, we offer a wide range of financial products, including savings and checking accounts, competitive loan options, and personalized financial advice. Our dedicated team is here to guide you through every step of your financial journey, providing personalized service that prioritizes your individual goals and circumstances.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Rexie Tagayuna - State Farm Insurance Agent is an insurance agency located at 2140 Peralta Boulevard in Fremont, California, United States. The institution specializes in providing auto, home, life, and health insurance coverage to residents of Fremont, Newark, Union City, Hayward, and the surrounding East Bay area. With a combined 46 years of experience in the insurance industry, the team at Rexie Tagayuna - State Farm Insurance Agent is dedicated to providing exceptional service and ensuring that customers are properly insured. They are fluent in both Ilocano and Tagalog, and are committed to educating and assisting customers in understanding their insurance policies. As a small business owner in Fremont, Rexie Tagayuna takes pride in serving as a local insurance resource and values the opportunity to cater to the insurance and financial needs of the community. The team at Rexie Tagayuna - State Farm Insurance Agent is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance products, including life insurance, home insurance, auto insurance, and pet insurance.

Latino Service on Columbia Ave in Riverside, CA is a trusted financial institution located at 1299 Columbia Avenue. Specializing in providing financial services to the Latino community, they offer a wide range of options to help individuals and families manage their finances effectively. With a dedicated team of professionals, Latino Service strives to provide personalized assistance and support to all their clients. Whether you need help with banking, loans, or other financial matters, you can count on Latino Service to provide reliable and efficient service. Visit them today to see how they can help you achieve your financial goals.

United American Insurance Co, located at 1 City Boulevard East in Orange, California, has been a trusted Medicare Supplement insurance provider since 1966. With a focus on customer service and freedom of choice, United American offers a range of insurance products including life, health, and Medicare Supplement policies. The company has a strong reputation for superior customer support and has been serving employer and union group sponsors for over 25 years. United American is committed to providing cost-effective solutions for retiree health coverage and aims to help working class families achieve financial protection. Whether you are a policyholder or a healthcare provider, United American is dedicated to providing excellent service and support for all your insurance needs.

Post Box Inc is a leading accounting and finance institution located at 1592 Union Street in the vibrant city of San Francisco, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment planning, we are here to help. Trust Post Box Inc for all your accounting and finance needs.

Legacy Benefits & Insurance Services is a health insurance agency located at 6929 Sunrise Boulevard in Citrus Heights, California. We specialize in helping individuals and small to medium-sized employers with their health insurance and other benefit needs. Our team conducts thorough analyses to find the best plan that fits your lifestyle and budget. For employers, we assist in developing attractive benefits packages that include health, dental, vision plans, and voluntary benefits to retain top talent. We provide custom Market Analysis annually to ensure you have selected the best plan for your employees. Our unique 2 Step Enrollment Process ensures that your employees receive the attention they deserve. We offer quotes for Covered CA and plans directly from all health insurance carriers, including Medicare Supplements and Advantage Plans.

The SDCCU Escondido Civic Center Branch is a convenient financial institution located at 150 East Valley Parkway in Escondido, California. As a branch of San Diego County Credit Union, this location offers a range of banking services including ATMs, personal and business accounts, loans, mortgages, and investment options. With a focus on providing excellent customer service and convenient access to financial resources, the SDCCU Escondido Civic Center Branch is a trusted partner for individuals and businesses in the community.

US Bank Mortgage is a reputable financial institution located in Union City, California, United States. Specializing in mortgage services, US Bank Mortgage offers a wide range of loan options to help individuals achieve their dream of homeownership. With a team of experienced professionals, US Bank Mortgage provides personalized guidance and support throughout the loan application process. Whether you are a first-time homebuyer or looking to refinance your current mortgage, US Bank Mortgage is committed to helping you secure the best financing solution for your needs.

Logix - Tarzana Branch is a financial institution located at 18700 Ventura Boulevard in Los Angeles, California, United States. As a branch of Logix Federal Credit Union, it offers a wide range of financial services including savings accounts, checking accounts, loans, mortgages, and investment options. With a commitment to providing excellent customer service and competitive rates, Logix - Tarzana Branch is dedicated to helping individuals and families achieve their financial goals. Visit us today to learn more about how we can assist you with your financial needs.

First Foundation Bank is a financial institution located at 2625 Whispering Pines Drive in Running Springs, California, United States. Our Running Springs Branch specializes in serving our customers with a range of deposit and loan products. We are a Member of FDIC and an Equal Housing Lender, offering investment and advisory services through First Foundation Advisors, an SEC-Registered Investment Advisor. Trust and Insurance Services are also available through First Foundation Bank. Please note that by accessing certain links, you will be leaving our website and entering a website hosted by another party. We encourage you to review the privacy and security policies of the site you are entering, as they may differ from those of First Foundation Bank.

Farmers Insurance - Patrick Rodriguez is a local insurance agency located at 37675 Niles Boulevard in Fremont, California, United States. The agency services the cities of Fremont, Newark, Union City, and Hayward, providing insurance coverage for small business owners, homeowners, and individuals. Since 2017, the Patrick Rodriguez Insurance Agency has been dedicated to offering affordable and quality insurance from Farmers Insurance to clients all over California. Patrick Rodriguez aims to educate the local community on how to protect their assets and provide world-class service to all clients. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Additionally, the agency provides financial services to help clients build a solid financial plan for the future. For more information or to get a quote, clients can contact Patrick Rodriguez directly.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Farmers Insurance - Desiree Ortega is a local insurance agency located at 2940 Union Avenue in San Jose, California. As your Farmers Insurance agent, Desiree Ortega is dedicated to providing personalized solutions tailored to fit your needs. With over 11 years of experience in the insurance industry, Desiree can help you navigate the unique challenges of the California market. The McKenna Ortega Insurance Agency, a 4th generation Farmers Insurance Agency, treats clients like family and has been serving customers for over 50 years. Desiree Ortega offers a range of insurance options including auto, home, umbrella, commercial, and life insurance. By getting to know each client individually, Desiree is able to create customized plans that address specific needs and priorities. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Desiree can help you find the right insurance policy within your budget.

Tax Champion Inc. is a leading accounting and finance institution located at 31080 Union City Boulevard in Union City, California, United States. Our team of experts specializes in tax preparation, bookkeeping, and financial planning services to help individuals and businesses navigate the complex world of taxes and finances. With years of experience and a commitment to excellence, Tax Champion Inc. is your trusted partner in achieving financial success. Contact us today to schedule a consultation and see how we can help you reach your financial goals.

H&K Tax Services, INC is a trusted accounting and finance institution located at 31841 Alvarado Boulevard in Union City, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our dedicated staff is committed to helping clients navigate the complexities of tax laws and regulations to ensure their financial success. Whether you need assistance with tax preparation, planning, or representation, H&K Tax Services, INC is here to help. Contact us today to schedule a consultation and see how we can assist you with your financial needs.

Liberty Tax is a financial institution located at 33412 Alvarado-Niles Road in Union City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you need assistance with filing your taxes, understanding tax laws, or planning for the future, Liberty Tax is here to help.