Individualized financial planning in Orange, California

Legacy Counselors at Law, P.C. is a trusted institution located at 1100 Town and Country Road in Orange, California, United States. Led by the personable and experienced attorney-founder Gisselle M. Nooshabadi, the firm specializes in Wills, Trusts & Probate Estates. With a focus on Estate Planning, Legacy Counselors at Law P.C. helps families prepare for the future by creating comprehensive plans that address financial and personal objectives. Estate Planning services provided by Legacy Counselors at Law, P.C. include the preparation of Wills, Trusts, Power of Attorney, and Health Care Directives. By establishing these legal documents, individuals can ensure that their assets and personal decisions are handled according to their wishes in the event of death or illness. The firm also offers assistance in setting up complex Irrevocable and Special Needs Trusts, as well as other types of planning tailored to meet each client's unique needs.

Tommy Le - State Farm Insurance Agent is an insurance agency located at 17929 Magnolia Street, Fountain Valley, California, United States. With over 75 years of combined financial services experience, our team works hard to ensure that you and your family are properly insured so you can have peace of mind. Tommy Le, the agency's founder, holds a Bachelor of Science from the University of CA, Riverside, an M.B.A. from Pepperdine University, and a Certificate of Global Business Management from Oxford University. He is actively involved in the community as a Rotarian with the Orange Rotary Club and a Team Captain at the Los Caballeros Tennis Club. Paula, who has been with State Farm for over 40 years, is also part of our team and enjoys crafting and sports outside of work. Whether you need assistance with life insurance, annuities, pet insurance, or other financial products, our team is here to help. We prioritize your safety and privacy, so please do not include sensitive information when contacting us. If you are using a screen reader and experiencing difficulties with our website, please call (714) 841-5350 for assistance. State Farm is committed to providing reliable insurance and financial services to our customers, and we are here to help you navigate through your options. Contact us today to learn more about how we can assist you with your insurance needs.

Pacific Direct Life Insurance is a reputable insurance agency located at 2230 West Chapman Avenue in Orange, California. Specializing in life insurance policies, they provide personalized coverage options to meet the unique needs of their clients. With a team of experienced agents, Pacific Direct Life Insurance is dedicated to helping individuals and families secure their financial future. Whether you are looking for term life insurance, whole life insurance, or universal life insurance, they have the expertise to guide you through the process and find the right policy for you. Trust Pacific Direct Life Insurance to protect what matters most to you.

Farmers Insurance - Michel Riviere is a local insurance agency located at 2560 North Santiago Boulevard in Orange, California. As a Farmers® agent, Michel Riviere helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Michel and his team are dedicated to providing personalized and straightforward service to make you smarter about insurance. With over 80 years of experience, Farmers® has been a trusted provider of insurance products. Whether you need coverage for your car, home, life, renters, business, or condo, Michel Riviere can help you customize an insurance package to suit your unique needs.

Omega Investments is a leading insurance agency located at 2020 Main Street, Irvine, California, United States. In today's ever-changing economic landscape, having a financial professional by your side is crucial. At Omega Investments, we are here to help you evaluate your needs, assess your financial situation, and recommend a plan of action to protect your wealth, lifestyle, and dreams for the future. Specializing in Orange County Life Insurance, Long-term Care, Disability Insurance, and Annuities, we are dedicated to providing personalized and expert advice to our clients. Our experienced agent, Denis, is known for his knowledge, professionalism, and dedication to helping clients make informed financial decisions. Whether you are looking to secure your family's future, plan for retirement, or protect your assets, Denis is here to guide you every step of the way. With a focus on building long-term relationships based on trust and integrity, Denis is committed to helping clients achieve their financial goals.

Diane Ronnebaum - State Farm Insurance Agent is a trusted insurance agency located at 12598 Central Avenue in Chino, California. With over thirty years of experience, Diane and her team are dedicated to providing outstanding customer service to residents in Chino, Chino Hills, Ontario, Montclair, Corona, Riverside, Diamond Bar, and Orange County. They offer a wide range of insurance services including home, renters, car, life, specialty vehicle insurance, and financial services. Diane and her team take pride in getting to know each customer personally, providing individualized attention and personalized service. They are committed to helping clients plan for the future and recover from unexpected events. The agency is known for its honesty, empathy, and deep understanding of insurance, always going the extra mile to support the community.

Farmers Insurance - Dean Robbins is an insurance agency located at 1201 South Beach Boulevard, La Habra, California, United States. Dean Robbins provides individualized attention to create customized insurance plans to protect what's most important to you and your family. As a local Farmers agent in Orange County and Los Angeles County, CA, Dean promises to always prioritize his clients' best interests and build a reputable and reliable business with a strong moral foundation. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other type of insurance, Dean Robbins can help you navigate the options and select the right insurance coverage for your needs and budget. From auto insurance to home insurance, renters insurance, life insurance, business insurance, and more, Dean Robbins offers a wide range of insurance products to protect your assets and future earnings.

Ryan Dwight - State Farm Insurance Agent is a reputable insurance agency located at 3100 Airway Avenue in Costa Mesa, California. With a background in electrical engineering from Cal Poly San Luis Obispo and a law degree from Chapman University, Ryan Dwight specializes in providing a range of insurance services including home, life, business, and auto insurance. Serving the community of Costa Mesa and Orange County, the agency offers free quotes on auto and home insurance, along with helpful money management tips for couples. The dedicated team at Ryan Dwight - State Farm Insurance Agent includes June, Amy, and Steve, who collectively have decades of experience in the insurance industry. They are committed to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. Whether you are in need of auto insurance, home insurance, life insurance, health insurance, or business insurance, the team at Ryan Dwight is here to assist you.

Strategic Alliance is an insurance agency located at 625 The City Drive South, Orange, California, United States. We specialize in providing securities and investment advisory services through Osaic Wealth, Inc., a member of FINRA/SIPC. Please note that Osaic Wealth, Inc. is separate from other entities and does not offer tax or legal advice. Our secure connection ensures that the data you submit is protected. We serve individuals in the states of AZ, CA, CO, FL, ID, IN, MS, MT, TN, TX, UT, and VA. Please be aware that offers can only be made to residents of these specific states.

Farmers Insurance - James Cook is an insurance agency located at 311 North Tustin Street, Orange, California, United States. As your local Farmers agent, David James Cook works with individuals and families in Mira Loma, CA to provide personalized auto insurance coverage that fits your lifestyle and protects your vehicles and assets. Whether you need liability coverage, collision coverage, comprehensive coverage, towing and roadside service, rental car reimbursement, or specialized coverage for customized equipment, Farmers Insurance has you covered. Contact James Cook today at 1 951-685-9990 to discuss your options and ensure you have the right coverage for your needs. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers offer a range of insurance products to meet your needs. Life insurance is also available through Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Contact James Cook today to learn more about how Farmers Insurance can protect you and your vehicles.

Farmers Insurance - Scott Caraveo is a trusted insurance agency located at 830 Orange Avenue in Coronado, California, United States. As a local Farmers® agent in the Kensington area of San Diego, Scott Caraveo assists customers in identifying the insurance coverage that best suits their needs. With over 10 years of experience, Scott can help you understand your options for auto, home, renter's, life, and business insurance. Whether you need comprehensive coverage, collision coverage, or have questions about deductibles and medical payments, Scott is here to help. Protect your most valuable possessions with insurance products from Farmers®, a company with over 80 years of experience. Get competitive rates on home insurance, renters insurance, life insurance, and business insurance. Scott can help you create a plan to provide financial support for your loved ones in case of unexpected events.

Manuel Porto is a reputable health institution located at 1100 West Stewart Drive in Orange, California, United States. Specializing in providing top-quality medical care, Dr. Manuel Porto and his team offer a wide range of services to promote the health and well-being of their patients. With a focus on personalized care and a patient-centered approach, Manuel Porto is dedicated to providing the highest standard of medical treatment in a comfortable and welcoming environment. Whether you are in need of routine check-ups, diagnostic testing, or specialized treatment, you can trust Manuel Porto to deliver exceptional care tailored to your individual needs.

The Law Office of Madison L. Burga, located at 515 South Euclid Street, Anaheim, California, is a trusted ally for Income Tax services under the US Tax Code. With over 30 years of experience in tax preparation, our office in Orange County offers reliable and affordable tax preparation services with the highest possible return and detailed customer attention. Our highly trained team provides quick and professional responses to ensure a fast and reliable tax filing process, with the return going directly to your bank account. We are a reliable and honest team, dedicated to providing top-notch tax preparation services. We work 7 days a week to serve you and provide flexibility. Service de Protección Legal is a tax preparation office in Orange County with over 30 years of experience in providing tax solutions, accounting, and audits. We have prepared federal and state tax returns for individuals and businesses nationwide. Our office operates on the principle that everyone should have access to professional tax assistance in a comfortable environment at affordable prices. If you have any tax problems, we are here to help with tax preparation services in Orange County and surrounding areas.

Doan Bankruptcy Law is a finance and lawyer institution located at 930 West 17th Street in Santa Ana, California, United States. They specialize in helping individuals stop lawsuits, eviction, repossession, foreclosure, taxes, and harassment. With over twenty years of experience, the Doan Bankruptcy Attorneys in Santa Ana have been serving the Orange County Bankruptcy needs. They are conveniently located at the corner of Seventeenth Street and Flower in Wellington Square, right next to the big red brick Baptist Church. Whether you live in Santa Ana or surrounding areas in Central Orange County, such as Anaheim, Tustin, Irvine, and more, the Doan Bankruptcy Lawyers are here to help. They offer a free consultation by appointment in their Santa Ana office or over the phone. To schedule a consultation, call 714-285-9000 or complete their Easy Online Intake form for a free analysis. Contact Doan Law Group at 714-285-9000 for a free consultation in their Santa Ana Bankruptcy Law Office. Cookies are used to improve your browsing experience on their website.

Hit and Run Insurance Services is a trusted institution located at 1558 Orange Street in Redlands, California. Specializing in accounting, finance, and insurance services, this agency is dedicated to providing comprehensive coverage for individuals and businesses in the local community. Whether you are in need of auto insurance or financial planning, their team of experts is here to help. Visit Hit and Run Insurance Services today for all of your insurance needs.

Integrity Now Insurance Brokers, Inc. is a full-service independent insurance agency located at 4182 North Viking Way in Long Beach, California. Specializing in finance, health, and insurance services, we are dedicated to providing our clients with the best coverage at the lowest prices. Our mission is to bring integrity back to the insurance industry, one client at a time. As your local insurance agent, we offer a wide range of insurance products to meet your personal and business needs. From Business Insurance to Personal Insurance, Group Benefits, Life Insurance, and more, we are your one-stop shop for all your insurance needs. We also offer competitively priced package policies that can provide significant savings for you. By bundling your insurance with us, you not only save money but also simplify policy management.

Cherie Jones & Associates is a trusted accounting and finance institution located at 12842 Valley View Street in Garden Grove, California. Our professional financial advisors are here to help you manage your money easily and effectively. Cherie Jones, a Region Three Director on the Board of Directors for the Orange County Chapter, can assist you with tax filing preparation, whether you missed the deadline or filed an extension. Don't wait to file your taxes, as doing so promptly can help limit penalties and interest if you owe. Cherie has a reputation for providing excellent service, as one client attests: "Cherie has helped my family since day one. She took care of all of our multi-state tax returns for us, so we could focus on the important things." With the changing realities of retirement, high inflation, and increasing living costs, it's crucial to have a tax-efficient retirement strategy in place. Cherie can help you craft a plan to maintain your lifestyle in retirement and stay on track financially. Cherie Jones, EA, is an IRS registered tax preparer ready to assist you with all your financial needs.

Riordan & Associates is a reputable accounting and finance institution located at 19744 Beach Boulevard in Huntington Beach, California, United States. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. Our team is responsive and available when you need us the most, ensuring that your individual and business accounting needs are met with the care they deserve.

Halbert Hargrove Global Advisors is a finance institution located at 3200 Park Center Drive, Suite 550 in Costa Mesa, California. They offer a range of services including investing, tax planning, retirement planning, and life-based event planning. Their office is conveniently located for Orange County clients, just off the intersection of the 405 and 55 freeways. Nearby landmarks include South Coast Plaza, the Orange County Museum of Art, and Segerstrom Center for the Arts. Free parking is available for clients. The Costa Mesa office opened in 2018 and serves clients locally and throughout the country. Halbert Hargrove Global Advisors was ranked No. 8 on the 2023 CNBC Financial Advisor 100 list. Their methodology for ranking includes analyzing core data points from AccuPoint Solutions' proprietary database of registered investment advisors. The team at Halbert Hargrove is dedicated to helping clients attain well-lived todays and tomorrows through their comprehensive wealth management services.

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.

Prysmatic Advisors is a leading financial institution located in Orange, California. Our team of experienced advisors 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 wealth management services, Prysmatic Advisors has the expertise and resources to help you succeed. Visit us at 600 City Parkway West to learn more about how we can assist you with your financial needs.

Martin A. Shapiro, CFP, MSFS is a reputable finance institution located at 500 North State College Boulevard in Orange, California, United States. Specializing in financial planning and wealth management, Martin A. Shapiro offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner (CFP) designation and a Master of Science in Financial Services (MSFS) degree, Martin A. Shapiro is dedicated to providing top-notch financial services to individuals and businesses in the Orange area. Trust Martin A. Shapiro for all your financial needs and secure a prosperous financial future.

Frank Deptola & Associates, LLC is a reputable finance institution located at 333 City Boulevard West in Orange, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with investments, retirement planning, or estate planning, Frank Deptola & Associates, LLC can provide expert guidance to help you achieve your financial goals. Trustworthy and dedicated, this institution is committed to providing top-notch service to all their clients.

Raymond James is a reputable finance institution located at 1745 West Orangewood Avenue in Orange, California, United States. With a strong presence in the financial sector, Raymond James offers a wide range of services including investment management, wealth planning, and financial advisory. Their team of experienced professionals provide personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Raymond James is dedicated to providing top-notch service and expertise to meet your needs.

The Mindful CFO is a finance institution located at 1100 Town and Country Road in Orange, California, United States. Our team of experienced CFOs prioritize mindfulness and strategic thinking in financial decision-making. We offer personalized financial solutions and guidance to help individuals and businesses achieve their financial goals. Our holistic approach to finance ensures that our clients make informed and mindful choices for long-term financial success.

Welsh Advisors is a leading financial institution located at 1915 West Orangewood Avenue in Orange, California, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and expert financial guidance. With a commitment to excellence and a focus on client satisfaction, Welsh Advisors is your trusted partner in navigating the complex world of finance. Contact us today to learn more about how we can help you secure your financial future.

Acr Trust is a reputable finance institution located at 3500 West Orangewood Avenue in Orange, California. With a strong commitment to providing trustworthy financial services, Acr Trust offers a wide range of banking and investment products to meet the needs of individuals and businesses alike. Our experienced team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Visit us today to learn more about how Acr Trust can help you manage your finances with confidence and peace of mind.

Hutto & Dean Co Inc is a reputable finance institution located at 770 The City Drive South in Orange, California, United States. With a strong commitment to providing top-notch financial services, Hutto & Dean Co Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at Hutto & Dean Co Inc are dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a more stable financial future.

Atlas Wealth Group is a leading finance institution located at 2230 West Chapman Avenue in Orange, California, United States. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Atlas Wealth Group is committed to providing top-notch financial advice and guidance to individuals and families looking to build and preserve their wealth. Contact us today to learn more about how we can help you reach your financial aspirations.

Parsonex Securities, Inc is a leading finance institution located at 333 City Boulevard West in Orange, California, United States. With a strong focus on providing top-notch financial services, Parsonex Securities, Inc offers a wide range of investment opportunities and financial products to help clients achieve their financial goals. Whether you are looking to invest in stocks, bonds, or mutual funds, our team of experienced professionals is dedicated to helping you make informed decisions and secure your financial future. Visit us today to learn more about how Parsonex Securities, Inc can help you reach your financial goals.