Individual tax planning in National City, California

John Co - State Farm Insurance Agent is an insurance agency located at 11105 Knott Avenue, Cypress, California, United States. Situated in the Warland Business Center behind the retail stores at the cross street of Knott Ave and Katella Ave, this institution offers valuable tips on avoiding drunk driving, recognizing signs of drowning, and sticking to a budget during the holidays to prevent overspending. For your protection, sensitive personal information should not be shared. Investors are advised to carefully consider investment objectives and risks, with information available on the State Farm website. Securities are distributed by State Farm VP Management Corp, with life insurance and annuities issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. State Farm VP Management Corp. is a separate entity from State Farm banking and insurance entities, and does not provide tax or legal advice. For assistance with the website, individuals can call (714) 379-2000.

Fisher Investments, located at 13100 Skyline Boulevard in Woodside, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works closely with clients to create personalized investment portfolios tailored to help achieve their financial goals. As one of the nation's largest investment advisers serving small and mid-sized businesses, we also cater to a diverse group of institutional clients worldwide, including pension funds, governments, and foundations. Our seasoned team of investing professionals offers valuable insights on current market topics and issues, helping clients navigate the constantly changing market landscape. Please note that investing in securities involves risks, including the risk of loss, and past performance is not indicative of future returns. For more information and resources on popular investment topics, visit Fisher Investments online.

NBS is a prestigious financial institution located at 870 Market Street in San Francisco, California, United States. As a leading player in the finance industry, NBS offers a wide range of services to meet the needs of individuals and businesses alike. With a strong focus on customer satisfaction and financial expertise, NBS is dedicated to providing top-notch financial solutions to help clients achieve their goals and secure their financial future. Visit NBS today to experience excellence in finance.

Liberty Group LLC, located in Oakland, California, is a finance institution dedicated to helping individuals and families achieve their ideal retirements. Our tailored plans focus on tax-efficient retirement strategies to ensure financial security in the future. We offer valuable information on financial, investment, and retirement planning through nationwide radio broadcasts and informational workshops. Our services include estate planning, charitable giving, investment decisions, and more. Whether you are in your 20s or beyond 100, we are here to guide you through smart money moves and retirement choices. Join us in navigating the complex world of executive benefits, improving financial literacy, and choosing the right community for retirement. Trust Liberty Group LLC to help you build a solid financial foundation for a secure and prosperous future.

Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Summit Financial Group LLC is a finance institution located at 2000 Crow Canyon Place in San Ramon, California, United States. With a team of experienced professionals, Summit Financial Group LLC offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Summit Financial Group LLC is dedicated to providing personalized solutions tailored to your specific needs. Trust in Summit Financial Group LLC to help guide you towards a secure financial future.

CAPTRUST is a finance institution located at 2010 Crow Canyon Place in San Ramon, California. Our San Ramon-based office specializes in providing solutions for endowments, foundations, and individuals seeking wealth management services in the San Francisco Bay Area. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our team of experienced financial advisors is here to assist you. As an industry leader, we are proud to bring our national footprint to California, serving clients in San Francisco, San Jose, Oakland, and surrounding areas. Our commitment to strong ethical values ensures that we provide unbiased, fiduciary services that our clients can trust. Our team of financial advisors is dedicated to sharing best practices, market insights, and financial planning strategies with every client.

Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.

Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.

Beacon Pointe Advisors is a finance institution located at 11601 Wilshire Boulevard in Los Angeles, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe offers a holistic approach to financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments. They also provide services such as charitable giving and education planning, values-based investing, life transition support, and financial planning for business owners and multi-generational family wealth. The team at Beacon Pointe looks forward to connecting with clients virtually or at their Los Angeles office to assist with investment portfolios and financial planning needs.

Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

TABR Capital Management, located in Orange, California, is a trusted finance institution with over $160 million in assets under management. Specializing in disciplined risk management, TABR helps individuals across the nation optimize their financial investments and navigate market storms. Unlike some financial planners, TABR does not accept third-party compensation, ensuring that their investment choices are based on market analytics and careful monitoring of daily market influencers. The institution, founded by Bob Kargenian and Steve Medland, offers expert guidance to help clients achieve their long-term financial goals with less risk. Whether you are preparing to retire, have retired, or are in financial transition, TABR can help you grow and protect your wealth.

Pacifica Wealth Advisors is a finance institution located at 9870 Research Drive in Irvine, California, United States. Specializing in retirement planning and managing sudden wealth, Pacifica Wealth Advisors has been helping clients navigate financial transitions for nearly three decades. Lead advisor Robert Pagliarini, who holds a PhD in financial and retirement planning, is dedicated to putting clients' best interests first as a Real Fiduciary. With a focus on serving Sudden Wealth™ recipients, Pacifica Wealth Advisors helps individuals go from confused to confident in their financial decisions. The institution does not receive commissions or financial incentives and is nationally recognized for its financial expertise. With a team of experienced financial planners and investment managers, Pacifica Wealth Advisors offers a free 9-day investment course to educate clients on essential investing principles. Choose Pacifica Wealth Advisors for fiduciary financial planning services that prioritize your financial well-being.

Economic Group Pension Services (EGPS) is a finance institution located at 23382 Mill Creek Drive in Laguna Hills, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, and converted prospects can help you achieve your goals. We offer tailored retirement plan designs to maximize savings, tax benefits, and unique goals. By filling out a short form, we can provide you with a cost estimate and share our services with you. At EGPS, we handle all the complex administrative work so you can focus on your business. We strive to reduce your responsibilities and risk while keeping your plan in compliance. Our focus is on getting to know our clients, their businesses, and their retirement plan goals. We help business owners and employees save for their dreams while minimizing risk and tax burden. We also serve as dedicated partners to financial advisors, CPAs, and recordkeepers, striving to be their best ally. With a combination of national resources, professionalism, and expertise, we offer personal collaboration to help you reach your unique goals.

Beacon Pointe Advisors is a finance institution located at 3610 Central Avenue in Riverside, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focuses on full-service financial planning and research-driven investments. They take a holistic approach to address all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and build enduring legacies. Visit their Riverside office or connect with them virtually to see how they can assist with your investment portfolio and financial planning needs.

Beacon Pointe Advisors is a finance institution located in Carlsbad, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. The firm's holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and transition smoothly into retirement. They offer personalized wealth management experiences and customized solutions for clients. With a commitment to fiduciary responsibility, Beacon Pointe Advisors is dedicated to providing top-notch financial services to their clients.

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.

Economic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.

CRM Financial Services is a leading accounting and finance institution located at 36 North Euclid Avenue in National City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and financial planning to bookkeeping and investment advice, we are dedicated to helping our clients achieve their financial goals. Trust CRM Financial Services for expert guidance and personalized solutions to all your financial needs.

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.

Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.

Erica Cantrell - Thrivent is a finance institution located at 190 South Orchard Avenue, Vacaville, California, United States. Lead by a team of dedicated advisors, our goal is to help clients build wealth in a tax-efficient manner and prepare for the uncertainties of the future. We believe in developing long-term relationships built on trust, focusing on our clients' financial goals for the present and the future. Our mission is to provide financial clarity, allowing our clients to spend more time with loved ones and pursue their passions. Connect with us on Facebook to stay updated on events and helpful information. Licensing information is available through the National Association of Insurance Commissioners website. Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Visit our website for more information on our financial advisors and services offered.

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.

Oui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.

Baker Street Advisors, LLC is a finance institution located at 575 Market Street in San Francisco, California, United States. We specialize in providing sophisticated wealth management services for successful families and foundations. Our team offers customized, prompt, and attentive service to meet the complex and demanding administrative needs of our clients. With decades of experience working with some of the nation's wealthiest families, we have the expertise to efficiently organize and oversee intricate financial structures. Our investment process is based on data-driven strategies used by the nation's largest university endowments. We prioritize minimizing tax costs when making portfolio changes, ensuring that our clients' investment plans are successful in the long run. In addition to investment management, our team can serve as your personal CFO, addressing tax, insurance, and estate planning matters to create a comprehensive wealth management plan.

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.