TOP 20 Best Insurance advisor in Oceanside, California
25 results found
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Lisa Trapp - State Farm Insurance Agent
● ClosedLisa Trapp - State Farm Insurance Agent is an insurance agency located at 1458 Encinitas Boulevard in Encinitas, California. Situated in the Peet's Coffee and The Habit Shopping Center, we serve the local communities in North County, including Encinitas, Carlsbad, Del Mar, Oceanside, Leucadia, Cardiff, Rancho Santa Fe, and San Marcos, as well as the greater San Diego area. With a focus on personalized customer service, we offer a range of insurance and financial services to protect what is important to you. As a State Farm agent with experience in property and casualty insurance, as well as a Chartered Life Underwriter (CLU) designation, I am dedicated to making a positive impact on my customers' lives. Whether it's auto insurance, home insurance, life insurance, or more, we provide options that allow customers to focus on their dreams while we handle protecting their assets.
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Farmers Insurance - Glenn Domingo
● ClosedFarmers Insurance - Glenn Domingo is a reputable insurance agency located at 3520 College Boulevard in Oceanside, California, United States. With over 27 years of industry experience, our agency is dedicated to providing the best possible customer experience in the insurance industry. We offer a wide range of insurance coverage options, including life, auto, home, renters, and business insurance. Our team of 5 licensed and appointed staff members is committed to helping you understand and customize your insurance portfolio to meet your individual needs. Our agency is actively involved in the local community, with sponsorships for high schools, elementary schools, and community events. Our Agency Owner is also a member of the Board of Advisors for the Joe and Mary Mottino Family YMCA in Oceanside and serves as the Director of the Men's Ministry for New Song Community Church in Carlsbad.
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First Command Financial Advisor - Matt Rose
● ClosedFirst Command Financial Advisor - Matt Rose, located at 4167 Avenida De La Plata in Oceanside, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive financial planning services, Matt Rose and his team at First Command are dedicated to helping clients secure their financial future. This institution operates with integrity and transparency, as evidenced by the voluntary testimonial provided by a satisfied client. Clients can trust in the expertise and professionalism of First Command Financial Advisor - Matt Rose for all their financial needs.
4167 Avenida De La Plata # 102, Oceanside, CA 92056, United States -
Robert Andrews: Allstate Insurance
● ClosedRobert Andrews: Allstate Insurance is a trusted insurance agency located at 3400 Piazza De Oro Way in Oceanside, California. With a commitment to providing excellent customer service and comprehensive insurance coverage, Robert Andrews and his team strive to help clients protect what matters most to them. Whether you are in need of auto, home, life, or business insurance, you can rely on Robert Andrews: Allstate Insurance to find the right coverage options for your unique needs. Contact them today to learn more about their insurance offerings and how they can help you secure peace of mind for the future.
3400 Piazza De Oro Way UNIT 160, Oceanside, CA 92056, United StatesAdvertisements -
Farmers Insurance - Laurie Sloan Kotecki
● ClosedFarmers Insurance - Laurie Sloan Kotecki is an insurance agency located at 1012 South Coast Highway, Oceanside, California, United States. At the Laurie Sloan Kotecki Agency, they take pride in providing great insurance to the people of Oceanside, San Diego County, and the state of California. With a background in small business ownership of over 65 years, they offer a range of insurance options including home, auto, business, and life insurance. The agency is committed to ensuring that clients are properly protected no matter what challenges life may bring. Laurie Sloan Kotecki, the owner, has a wealth of experience as a former small business owner and performer, allowing her to understand and address the unique needs of her clients. Customer service is a top priority at the agency, with a focus on making sure clients are properly covered and can rest easy knowing their insurance needs are met. Whether you are a new homeowner, starting a business, or looking to review your insurance coverage, the agency is dedicated to helping you navigate the insurance options available. Contact Farmers Insurance - Laurie Sloan Kotecki for personalized assistance with your insurance needs.
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Farmers Insurance - Borna Eftekari
● ClosedFarmers Insurance - Borna Eftekari is an insurance agency located at 425 West 5th Avenue in Escondido, California, United States. If you're looking for a Farmers Insurance Agent in Oceanside, California, look no further. This agency works with a variety of insurers, including Farmers Insurance Exchange, Fire Insurance Exchange, and Mid-Century Insurance Company, to provide a range of insurance options. Whether you're looking for home, auto, life, or business insurance, Farmers Insurance - Borna Eftekari has you covered. Securities are also offered through Farmers Financial Solutions, LLC, providing a comprehensive approach to financial planning. Contact the agency for more information on available products, coverages, and discounts.
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First Command Financial Advisor - Alejandro Andrade
● ClosedFirst Command Financial Advisor - Alejandro Andrade is a finance institution located at 4167 Avenida De La Plata, Oceanside, California, United States. This institution offers financial services to clients, helping them with their financial planning and investment needs. The institution operates under First Command Financial Services, Inc. and its affiliated entities. Testimonials from clients are provided voluntarily, with no direct or indirect compensation involved. The experiences shared by clients may vary, and past performance is not a guarantee of future success.
4167 Avenida De La Plata # 102, Oceanside, CA 92056, United StatesAdvertisements -
Sunset Plaza Insurance Oceanside CA
● ClosedSunset Plaza Insurance in Oceanside, CA, is a trusted insurance agency located at 825 College Boulevard. Our experienced team is dedicated to providing personalized insurance solutions to meet the unique needs of our clients in Oceanside and the surrounding areas. Whether you're looking for auto, home, life, or commercial insurance, we are here to help you find the coverage that fits your lifestyle and budget. Contact us today to discuss your insurance needs and let us help you protect what matters most.
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Leading Edge Insurance Services
● ClosedLeading Edge Insurance Services is a top-rated insurance agency located in Oceanside, California. With a prime location on South Coast Highway, our team of experienced agents is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we have the knowledge and expertise to help you find the coverage that fits your budget and lifestyle. Trust Leading Edge Insurance Services to be your partner in protecting what matters most to you.
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Team Alvarez Insurance Services - Oceanside
● OpenTeam Alvarez Insurance Services in Oceanside, California is a trusted health insurance agency located at 682 Mural Street. Our dedicated team is committed to providing personalized insurance solutions to meet the unique needs of our clients. With years of experience in the industry, we offer a wide range of health insurance options to ensure that you and your loved ones are protected. Whether you are looking for individual coverage or a group plan, our knowledgeable agents are here to help. Contact us today to learn more about our services and how we can assist you in securing the right insurance coverage for your needs.
682 Mural St, Oceanside, CA 92057, United StatesAdvertisements -
Happy Finance Advisors
● OpenHappy Finance Advisors is a leading finance and insurance agency located at 2741 East Vista Way in Oceanside, California. Our team of experienced advisors is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. Whether you need assistance with investments, retirement planning, insurance, or wealth management, we are here to help. At Happy Finance Advisors, we prioritize client satisfaction and strive to build long-lasting relationships based on trust and integrity. Contact us today to schedule a consultation and take the first step towards a brighter financial future.
2741 E Vista Way #205, Oceanside, CA 92054, United States -
Sutter Tax, Financial & Insurance Services, Inc.
● OpenSutter Tax, Financial & Insurance Services, Inc. is a comprehensive institution offering a wide range of financial services including accounting, finance, health, and insurance. Located at 3760 Oceanic Way in Oceanside, California, United States, our experienced team is dedicated to providing personalized and professional services to meet all your financial needs. Whether you need assistance with tax preparation, financial planning, health insurance coverage, or any other financial service, Sutter Tax, Financial & Insurance Services, Inc. is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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Edward Jones - Financial Advisor: Cody Jess, CRPC™
● ClosedEdward Jones - Financial Advisor: Cody Jess, CRPC™ is a trusted financial institution located at 3548 Seagate Way in Oceanside, California, United States. As a Certified Retirement Planning Counselor, Cody Jess specializes in providing personalized financial advice and planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or investing for the future, Cody Jess is dedicated to helping you navigate the complexities of the financial world and make informed decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Cody Jess, CRPC™ is committed to helping clients secure their financial future.
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First Command Financial Advisor - Schneidig Aroche
● ClosedFirst Command Financial Advisor - Schneidig Aroche is a finance institution located at 4167 Avenida De La Plata, Oceanside, California, United States. This institution provides financial services to clients, helping them achieve their financial goals and secure their financial future. The institution operates with transparency and integrity, as evidenced by the client testimonial provided voluntarily. First Command has not compensated the client for the testimonial, ensuring unbiased feedback. While the testimonial may not be representative of all clients' experiences, it serves as a testament to the institution's commitment to client satisfaction and success.
4167 Avenida De La Plata # 102, Oceanside, CA 92056, United States -
Megan Ward, Founder | Financial Planner - Mw Financial & Insurance Solutions
● OpenMegan Ward, Founder of MW Financial & Insurance Solutions, located at 4373 Pacifica Way, Oceanside, California, is a dedicated financial planner with over 10 years of experience. Specializing in highly-customized financial strategies tailored to your individual needs, goals, and risk tolerance, Megan Ward and her team are committed to helping clients like you achieve financial security and live life to the fullest. As a licensed agent with New York Life Insurance Company and various independent insurance companies in California, Megan Ward offers insurance solutions to protect your assets and secure your financial future. Additionally, as a Financial Advisor with Eagle Strategies LLC, a Registered Investment Adviser, Megan provides investment advisory services to individuals residing in California.
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Edward Jones - Financial Advisor: Fernando Mendez
● OpenAt Edward Jones - Financial Advisor: Fernando Mendez in Oceanside, California, you can expect personalized financial services tailored to your individual goals and needs. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, Fernando Mendez and his team are dedicated to helping you achieve financial success. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial advice and guidance to clients in the Oceanside area. Visit us at 4750 Oceanside Boulevard to start planning for a secure financial future today.
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Edward Jones - Financial Advisor: Katy Conser, CFP®
● ClosedAt Edward Jones - Financial Advisor: Katy Conser, CFP®, located at 3609 Ocean Ranch Boulevard in Oceanside, California, you can trust in the expertise and guidance of a Certified Financial Planner. With a focus on personalized financial planning and investment strategies, Katy Conser is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones is committed to providing tailored solutions to meet your needs. Experience peace of mind and financial security with the help of Katy Conser and the team at Edward Jones.
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Aligned Advisors
● ClosedAligned Advisors is a leading accounting, finance, and insurance agency located at 1696 Ord Way in Oceanside, California. Our team of experienced professionals is dedicated to providing expert financial guidance and tailored insurance solutions to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, investment strategies, or risk management, our advisors are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and start aligning your finances for success.
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Parra Accounting & Tax
● ClosedParra Accounting & Tax is a reputable accounting and finance institution located at 560 Greenbrier Drive in Oceanside, California, United States. Our family-owned business has been proudly serving the community since 1987. Our dedicated team includes CTEC Licensed Tax Preparers, Certified QuickBooks Pro-Advisors, Notary Public, and Commercial Insurance professionals. At Parra Accounting & Tax, we prioritize accuracy and timeliness in all our services. We ensure that all Payroll Tax Deposits are made on time to avoid penalties, and we submit Quarterly Payroll Reports promptly. Clients can rely on us for monthly Income Statement, Balance Sheet, and Reconciliation reports.
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Domingo & Associates, FARMERS
● ClosedDomingo & Associates, FARMERS is a finance, health, and insurance agency located at 3520 College Boulevard in Oceanside, California, United States. As your local Farmers® agent in Oceanside Southern California, they help customers identify the insurance coverage that best fits their needs. With over 27 years of industry experience, the agency prides itself on providing the best possible customer experience available in the industry today. They offer a range of insurance options including life, auto, home, renters, and business insurance. The agency has 5 licensed and appointed staff members, including one who speaks and understands the Hispanic Culture. They are actively involved in the local community through sponsorships and board memberships. The agency owner serves on the Board of Advisors for the Joe and Mary Mottino Family YMCA in Oceanside CA and as the Director of the Men's Ministry for New Song Community Church Carlsbad. The agency's goal is to provide personalized and customized insurance portfolios for each client. Contact Domingo & Associates, FARMERS for all your insurance needs.
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First Command
● ClosedFirst Command is a reputable financial institution located at 4167 Avenida De La Plata in Oceanside, California. As a bank, finance, and insurance agency, First Command offers a wide range of financial services to help individuals and families achieve their financial goals. With a commitment to providing personalized and comprehensive financial solutions, First Command is dedicated to helping clients secure their financial future. Whether you're looking for banking services, investment options, or insurance coverage, First Command has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you plan for a secure financial future.
4167 Avenida De La Plata # 102, Oceanside, CA 92056, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 1040 Mission Avenue, Oceanside, California 92054. As a part of JPMorgan Chase & Co., we are committed to providing exceptional financial services to meet your needs. Our ATM offers convenient access to your accounts, allowing you to manage your finances with ease. At Chase, we offer a comprehensive suite of financial products and services. Our Business Banking services are designed to help improve cash flow, offer credit solutions, and manage payroll with the support of our experienced team. We also provide online and mobile banking, business credit cards, and payment acceptance solutions tailored for businesses.
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Navy Federal Credit Union
● ClosedNavy Federal Credit Union, located at 4180 Avenida De La Plata, Oceanside, California, is a one-stop financial institution offering a range of services including ATM, banking, and finance. With Digital Investor’s tools, you can start investing in just 10 minutes, either through automated or self-directed options. If you prefer personalized guidance, our financial advisors can help tailor an investing strategy to meet your needs. Our institution offers tried and true strategies to help you navigate challenges and become a more confident investor. We also provide information to help you choose the right business credit card for your company, as well as assistance programs for entrepreneurs. Whether you need advice on growing your company or selecting the best business credit card options, we have the answers you need.
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The Tax & Accounting Group
● ClosedThe Tax & Accounting Group is a leading institution located at 3870 Mission Avenue in Oceanside, California, United States. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a strong focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial regulations with ease. Trust The Tax & Accounting Group for all your financial needs.
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Chase Bank
● ClosedWelcome to Chase Bank at 1040 Mission Avenue, Oceanside, California 92054. As a leading financial institution, we are dedicated to providing comprehensive banking and financial services to meet your needs. Our offerings include ATM services, personal and business banking, and a wide range of financial solutions. At Chase, we specialize in Business Banking, where our team of professionals is committed to enhancing your business's cash flow, providing tailored credit solutions, and managing payroll efficiently. Our business clients benefit from our online and mobile services, business credit cards, and payment acceptance solutions designed to streamline operations.
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