TOP 30 Industry financial planning in Commerce, California

26 results found

Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.

OshKosh B'Gosh is a beloved clothing and shoe store located at 500 Inland Center Drive in San Bernardino, California. Known for its high-quality children's apparel, this institution offers a wide range of stylish and durable clothing options for kids of all ages. From adorable overalls to trendy graphic tees, OshKosh B'Gosh has everything parents need to keep their little ones looking fashionable. With a convenient location and friendly staff, shopping at OshKosh B'Gosh is always a delightful experience.

Eddie Sandoval - State Farm Insurance Agent is a well-established insurance agency located at 2780 Stony Point Road in Santa Rosa, California. With 26 years of experience in the insurance industry, Eddie Sandoval is dedicated to serving the residents of Sonoma County. Specializing in Auto, Home, Life, and Business insurance, Eddie and his team cater to the specific needs of individuals and families in the area. As a long-time resident of Sonoma County, Eddie is deeply rooted in the community and actively involved in supporting local organizations. He is a member of the Sonoma County Hispanic Chamber of Commerce and takes pride in serving the diverse population of the county. The office has a Spanish-speaking staff to better assist Spanish-speaking customers.

Betty Taylor - State Farm Insurance Agent is a reputable insurance agency located at 509 North L Street, Livermore, California, United States. With over 30 years of experience in the insurance industry, Betty Taylor started with State Farm as a Fire Claims Adjuster before becoming an Agent in 2000. Born and raised in the Bay Area, Betty is committed to serving the local community and is an active member of the Livermore Chamber of Commerce. At Betty Taylor - State Farm Insurance Agent, customers can expect personalized service and expert advice on insurance options tailored to their specific needs. Whether you're looking for auto, home, life, or business insurance, Betty and her team are dedicated to helping you understand your coverage and make informed decisions.

Doug Prichard - State Farm Insurance Agent is a local insurance agency located in downtown Davis, California. With a background in Finance and Business Economics, Doug has been in the financial services industry since 1993. The agency offers a variety of insurance coverage options including Automobile Insurance, Home Insurance, Renters Insurance, Health Insurance, Life Insurance, Earthquake Insurance, Flood Insurance, and Trupanion Pet Insurance. The team at Doug Prichard - State Farm is dedicated to helping clients find the right coverage to protect themselves and their families. As an active member of the Davis Chamber of Commerce, Doug is committed to supporting the local community. Whether you need assistance with insurance policy transfers or simply want to learn more about your coverage options, the team is ready to help. Stop by the office or give them a call to get started on your personalized insurance plan.

Andres Pina - State Farm Insurance Agent is a reputable insurance agency located at 1709 West Whittier Boulevard in Montebello, California. Andres Piña, a proud first-generation Hispanic Latino, is dedicated to helping policyholders protect their loved ones and dreams. With 18 years of experience in the industry, Andres provides exceptional customer service and personalized coverage options to meet the needs of each individual. Serving residents across California, Andres and his team empower policyholders to plan for the future and make informed decisions about their insurance needs. As a member of the Montebello Chamber of Commerce and the Montebello District Association of Realtors, Andres is deeply involved in the community and values building strong relationships with his clients. Whether you are looking for auto, home, life insurance, or financial services, Andres and his team are committed to providing you with the coverage you need. Additionally, the agency offers assistance with RV, pet, and commercial insurance needs.

Kimberly Salas - State Farm Insurance Agent is a trusted insurance agency located at 5211 East Washington Boulevard in Commerce, California. Conveniently situated at the corner of Washington Blvd & Atlantic Ave, in the Starbucks shopping center, our dedicated team is committed to providing personalized insurance solutions to the Commerce community and surrounding areas. As a State Farm agent since 2014, Kimberly Salas has a wealth of experience in helping customers manage their everyday risks. She takes pride in serving her hometown of Los Angeles and is passionate about building relationships with her clients to help protect their assets and financial future. At Kimberly Salas - State Farm Insurance Agent, we offer a range of insurance products including auto, home, life, and business insurance, as well as State-to-State transfers. Our team is actively involved in the local community and is a proud member of the Industrial Council Chamber of Commerce. Whether you need assistance with car insurance, life insurance, or preparing a living will, we are here to help you navigate the complexities of insurance and financial planning.

Ana Cruz - State Farm Insurance Agent is an insurance agency located at 707 South Sanderson Avenue in Hemet, California. Our team is dedicated to serving all your financial and insurance needs, with over 22 years of experience in the industry. We offer services in California and Arizona, including fire insurance through the California Fair Plan. Our office focuses on relocations to cities such as Temecula, Murrieta, Moreno Valley, and surrounding areas in Riverside County. Our friendly team is committed to providing unique and fulfilling experiences for our customers. We offer online quoting services and can assist you with home insurance, business succession planning, and auto maintenance tips. We also provide information on life insurance, annuities, and pet insurance options.

Chris Waterman - State Farm Insurance Agent is a reputable insurance agency located at 760 West Acacia Avenue in Hemet, California. With 26 years of experience in the insurance industry, our dedicated team is committed to helping customers with their Auto Insurance, Homeowners Insurance, and Life Insurance needs. Located in the River Springs Charter School Complex, we pride ourselves on exceptional customer service and a deep understanding of insurance products. Outside of work, Chris Waterman values spending quality time with his family and enjoys outdoor activities such as hiking and camping. He is actively involved in the community through organizations like Habitat For Humanity, Salvation Army, Kiwanis, and the Chamber of Commerce.

Marin Benefits Administrators is an insurance agency located at 6366 Commerce Boulevard in Rohnert Park, California. We specialize in providing comprehensive benefits administration services to individuals and businesses in the Marin County area. Our experienced team is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options to suit their needs. Whether you are looking for health, life, or disability insurance, Marin Benefits Administrators is committed to providing personalized and professional service to ensure your peace of mind. Contact us today to learn more about how we can help you protect what matters most.

Farmers Insurance - Cory Ellerbee Insurance Agency, LLC is a trusted insurance agency located at 2499 Martin Road in Fairfield, California, United States. Cory Ellerbee is a dedicated insurance agent serving all of California and Nevada, and is a proud member of the Fairfield/Suisun Chamber of Commerce, Vacaville Chamber of Commerce, and Solano County Black Chamber of Commerce. With a background in Northern California and a passion for motorcycles and golf, Cory brings a personal touch to insurance services. Specializing in motorcycles, homeowners insurance, and life insurance, the agency offers a wide range of coverage options including commercial, business, renters, auto, boat, RV, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Cory is here to help you navigate the complexities of insurance to protect your future.

Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.

Haley's Tax Services, run by Caperton Christine, is a trusted accounting and finance institution located at 6650 Commerce Boulevard in Rohnert Park, California, United States. With years of experience in the industry, Caperton Christine offers expert tax services to individuals and businesses, ensuring accurate and timely filings. Clients can rely on Haley's Tax Services for professional guidance and personalized financial advice.

Farmers Insurance - Eva Chong is an insurance agency located at 321 North Rampart Street in Orange, California, United States. With 21 years of experience in the Insurance Industry in the Orange County area, Eva Chong is dedicated to providing superior customer care and retention. The agency offers a wide range of services including coverage for Businesses, Workers Compensation, Life, Auto, Home, Financial Investments, Retirements, and more. Community outreach is important to Farmers Insurance - Eva Chong, as they are actively involved with the Chamber of Commerce of Garden Grove and local community services. Eva Chong strives to provide outstanding personalized service, expertise, and coverage at the best value. Whether you need auto insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Eva Chong can help customize a plan to meet your needs. Additionally, they offer financial services to help you build a secure future. Contact Eva Chong for a quote or to learn more about the services offered.

Professional Digital is a cutting-edge finance institution located in the bustling city of San Rafael, California. Our team of expert professionals specializes in digital finance services, providing innovative solutions to help individuals and businesses thrive in today's fast-paced digital economy. With a commitment to excellence and a dedication to staying ahead of industry trends, Professional Digital is the go-to institution for all your financial needs. Visit us at 1537 4th Street to experience the future of finance today.

Nancy Shotts - State Farm Insurance Agent is a reputable insurance agency located at 1318 Redwood Way, Petaluma, California. With over 30 years of experience in the industry, Nancy Shotts is the most experienced State Farm Agent in the local community. The agency offers personalized price plans for auto insurance, motorcycle insurance, home insurance, renters insurance, condo insurance, pet insurance, life insurance, farm ranch insurance, and business insurance. Nancy and her team are dedicated to providing excellent customer service and maximizing available discounts for their clients. Nancy Shotts is actively involved in the Petaluma community, having served as the past President of the Petaluma Chamber of Commerce and Rotary Club of Petaluma. She has also been on the Board of Directors for various local organizations, demonstrating her commitment to giving back to the community. The agency is equipped to assist clients in California and Oregon, offering a range of insurance products to meet their needs.

Dwight Matthews - State Farm Insurance Agent is a trusted insurance agency located at 1564 Miramonte Avenue in Los Altos, California. Situated at the Loyola corner near Fremont and Foothill expressway, we are dedicated to serving the insurance and financial needs of individuals and families in the area. With a focus on providing protection from the unexpected, we take pride in offering State Farm's financial stability to our clients. As an active member of the Los Altos Chamber of Commerce and Los Altos Rotary, we are deeply involved in the local community. Our team, led by Sheila and Chris, has extensive experience in the insurance industry and is committed to helping policyholders achieve their financial goals. With a focus on customer care, we have been serving the Los Altos community for 29 years.

Erica Ruiz - State Farm Insurance Agent is a well-established insurance agency located at 4412 East 7th Street, Long Beach, California. With over 20 years of experience in the industry, Erica Ruiz is dedicated to providing exceptional service and expertise to her customers. Located at the corner of 7th Street and Ximeno, across from Wilson High School, Erica offers a wide range of insurance services including auto insurance, home insurance, renters insurance, life insurance, health insurance, business insurance, and more. As a wife and mother of three, Erica brings a unique perspective to the insurance industry and is passionate about helping individuals and families find the right coverage for their needs. With a commitment to giving back to the community, Erica sponsors youth sports teams and is an active member of the Long Beach Chamber of Commerce.

The Virtual Startup Academy is a cutting-edge institution located at 23221 Continental Drive in Canyon Lake, California, United States. As a school dedicated to fostering entrepreneurship and innovation, our academy offers a virtual learning platform for aspiring entrepreneurs to develop their skills and knowledge in starting and growing successful businesses. Our curriculum includes courses on business planning, marketing strategies, financial management, and more, all taught by industry experts and successful entrepreneurs. Join us at the Virtual Startup Academy and turn your business dreams into reality.

Harrow Michael L CPA is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for all your financial needs.

Mavericretail is a cutting-edge retail institution located at 2995 Woodside Road in Woodside, California, United States. Our institution is dedicated to providing innovative solutions and strategies for retail businesses looking to stay ahead in the competitive market. With a team of experienced professionals, Mavericretail offers a wide range of services including market research, branding, merchandising, and customer experience optimization. Visit us today and let us help you elevate your retail business to the next level.

Codiga & Associates is a reputable accounting and finance institution located at 1348 Commerce Lane in Santa Cruz, California, United States. With a team of experienced professionals, they provide a range of services including tax preparation, financial planning, and consulting. Their dedication to excellence and commitment to client satisfaction sets them apart in the industry. Whether you are an individual or a business owner, Codiga & Associates is here to help you navigate the complexities of financial management and achieve your goals.

Accounting Combat is a leading institution located at 580 Sandy Lane in San Marcos, California, United States. Specializing in accounting and finance, our institution offers a wide range of courses and programs designed to equip students with the skills and knowledge needed to excel in the competitive world of finance. Our experienced faculty and state-of-the-art facilities ensure that students receive a high-quality education that prepares them for successful careers in the accounting and finance industries. Join us at Accounting Combat and start your journey towards a rewarding and lucrative career in finance.

Blue Isle Bookkeeping, located at 4572 Telephone Road in Ventura, California, is a premier accounting and finance institution dedicated to helping businesses, non-profits, and individuals succeed. Our team of experienced accountants and advisors have a combined total of over 200 years of experience in the industry, ensuring that we provide top-notch bookkeeping services to all of our clients. Whether you need assistance with tax returns, financial planning, or any other fiscal management matter, our team is here to help. We specialize in maximizing returns for businesses of all sizes and niches, as well as providing personalized services for individuals and non-profits.

Welcome to Compulink Healthcare Solutions, your partner in revolutionizing healthcare management. Located at 1100 Business Center Circle, Thousand Oaks, California, we specialize in providing cutting-edge solutions to streamline your practice, enhance patient care, and drive revenue growth. Are you frustrated with cumbersome EHR systems? Discover Advantage SMART Practice, our intuitive and fully customizable EHR tailored specifically for your specialty. With Advantage, you can chart faster and more accurately, freeing up valuable time to focus on patient care. Our unique OneTab™ layout minimizes clicks, cutting your charting time in half.

Welcome to Rabida Alejandro, your trusted insurance agency located at 7668 Telegraph Road, Commerce, California. We specialize in providing comprehensive protection for your business, whether it's commercial vehicles or other commercial enterprises. Our expertise covers everything from policy issuance to the state-required permits, ensuring you have the coverage you need. At Rabida Alejandro, we are experts in commercial vehicle insurance, including tractors, vans, trucks, and more. We understand the unique needs of each industry, making us leaders in commercial transport protection. Our commercial vehicle quotes cover physical damage, liability, medical payments, uninsured motorists, hired vehicles, and all mandatory coverages.