Insurance advisors in City of Industry, CA
282 results found
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Elyon Multi-Services
● ClosedElyon Multi-Services is a reputable finance and insurance agency located at 6207 Vermont Avenue in Los Angeles, California. Our dedicated team of professionals is committed to providing top-notch financial and insurance solutions to our clients. With years of experience in the industry, we offer a wide range of services including financial planning, investment advice, insurance coverage, and more. Whether you are looking to secure your financial future or protect your assets, Elyon Multi-Services is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
6207 Vermont Ave, Los Angeles, CA 90044, United States -
South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Hercules Dinglasan, Bankers Life Agent
● OpenHercules Dinglasan, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing clients with personalized insurance solutions, Hercules Dinglasan offers a range of life insurance products to meet the individual needs of each customer. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Hercules Dinglasan, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Banking Truths
● OpenBanking Truths is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. We specialize in helping individuals safely invest cash like big banks do, keep liquid capital compounding, and legally shelter growth from ongoing taxation. Our goal is to provide transparent and educational services, recommending only the best products and designs. We believe in complementing your wealth building efforts and customizing a private banking system that maximizes access, control, and growth while sheltering from future taxes. Let us help you recapture the velocity of your cash flow and stop letting big banks and taxes reap all the profits. Learn about the benefits of Whole Life policies and the Infinite Banking Concept, and let us do the shopping and modeling for your ideal banking life insurance policy. Join us in optimizing your financial future and securing your wealth with the most robust products, companies, and design techniques available.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Rhino Employee Benefits
● ClosedRhino Employee Benefits is an independent insurance agency located at 21600 West Oxnard Street, Los Angeles, California, United States. We are more than just a broker – we are your trusted advisor for selecting the perfect employee benefits program for your company and employees. Our team has over 35 years of experience in the insurance industry, providing personalized insurance guidance, customized products, and quality service to individuals, families, and businesses nationwide. At Rhino Employee Benefits, we offer Benefits Compliance Services that many other brokers neglect, and we cover the costs for our business clients. We also provide Personal Insurance Planning Services to help protect what matters most to you, whether it's your health, wealth, or assets.
21600 W Oxnard St #645, Woodland Hills, CA 91367, United States -
Valley Oak Wealth Management
● ClosedValley Oak Wealth Management, located at 2 Ranch Drive in Novato, California, is a finance and insurance agency dedicated to guiding clients through their financial journey to retirement and beyond. The experienced team at Valley Oak Wealth Management believes that it is never too early to start planning for the future and they are committed to helping clients as they embark on the next chapter of their lives. With a focus on portfolio diversification, Valley Oak Wealth Management works with each client to determine the best strategy for their individual needs. The team understands that life is unpredictable, which is why they strive to ensure that clients are prepared for anything that may come their way.
2 Ranch Dr, Novato, CA 94945, United States -
Innovative Settlements(R), Life Settlement Experts
● ClosedInnovative Settlements(R), Life Settlement Experts is a leading finance, insurance agency, and lawyer institution located on Candlewood Drive in Petaluma, California, United States. With a team of experts specializing in life settlements, they offer innovative solutions for clients looking to maximize the value of their life insurance policies. Whether you are looking to sell your policy or explore other options, Innovative Settlements(R) has the knowledge and experience to help you make informed decisions about your financial future. Trust the experts at Innovative Settlements(R) to provide personalized and professional service to meet your unique needs.
Candlewood Dr, Petaluma, CA 94954, United States -
American Brokerage Network
● ClosedAmerican Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
347 Gellert Blvd M, Daly City, CA 94015, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
3738 Mount Diablo Blvd #306, Lafayette, CA 94549, United States -
Javelin Strategy & Research
● ClosedLocated at 4309 Hacienda Drive in Pleasanton, California, Javelin Strategy & Research is a leading institution in the field of finance. Specializing in digital banking, fraud and security, payments, and wealth management, Javelin offers strategic insights to a wide range of clients including financial institutions, payments companies, technology providers, fintechs, brokerages, insurers, and government agencies. One of Javelin's key offerings is their Trends and Predictions reports, which provide a comprehensive look at the upcoming year in their practice areas. They also release annual scorecards, such as the Authentication and Identity-Proofing Vendor Solutions Scorecard, which recognizes outstanding performances by industry leaders like LexisNexis Risk Solutions and TransUnion.
4309 Hacienda Dr Suite 380, Pleasanton, CA 94588, United States -
Donald Rizzo, Financial Services Professional - New York Life
● OpenDonald Rizzo, Financial Services Professional at New York Life, located at 5850 Gloria Way in Livermore, California, is a trusted finance and insurance agency. With years of experience and expertise in the industry, Donald Rizzo provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Donald Rizzo is dedicated to providing top-notch services and guidance to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.
5850 Gloria Way, Livermore, CA 94550, United States -
Snap Advisory - Tax, Accounting, & vCFO
● ClosedSnap Advisory is a leading institution in tax, accounting, and vCFO services located in San Jose, California. With a focus on delivering unparalleled value to businesses and individuals, our team of experts provides proven financial insight to help clients achieve their financial goals. At Snap Advisory, we prioritize a client-centric approach, offering tailored services that address the unique needs of each customer. By avoiding unnecessary resource allocation on irrelevant aspects of their financial journey, we ensure efficiency and effectiveness in our services.
6830 Vía del Oro #220, San Jose, CA 95119, United States -
Ross | Carreiro | Brown CPAs, P.C.
● ClosedRoss | Carreiro | Brown CPAs, P.C. is a reputable accounting, finance, and insurance agency located at 895 Shasta Avenue in Morro Bay, California, United States. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and insurance solutions. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs. Visit them today to see how they can help you achieve your financial goals.
895 Shasta Ave, Morro Bay, CA 93442, United States -
Walpole & Co., LLP
● ClosedWalpole & Co., LLP is a leading accounting and finance institution located at 70 Santa Felicia Drive in Goleta, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can rely on Walpole & Co., LLP for accurate and reliable financial advice to help them achieve their business goals. Their commitment to excellence and personalized service sets them apart in the industry.
70 Santa Felicia Dr, Goleta, CA 93117, United States -
Serritslev Norwine & Co CPAs, LLP
● OpenSerritslev Norwine & Co CPAs, LLP is a reputable accounting and finance firm located at 650 Alamo Pintado Road in Solvang, California. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require professional accounting services for your company, Serritslev Norwine & Co CPAs, LLP is dedicated to helping you achieve your financial goals.
650 Alamo Pintado Rd STE 203, Solvang, CA 93463, United States -
Swan Retirement Planning
● ClosedSwan Retirement Planning is a boutique financial planning firm located at 56 East Main Street in Ventura, California. As a finance and insurance agency, we specialize in providing personalized, goal-based financial solutions for individual families. Our experienced advisors work closely with clients to create customized plans that align with their unique financial goals, whether it be retirement planning, education funding, or legacy building. With a focus on building enduring relationships, our team at Swan Retirement Planning offers steadfast support and guidance as your financial needs evolve over time. With over two decades of industry expertise, you can trust us to help you secure a prosperous financial future.
56 E Main St UNIT 205, Ventura, CA 93001, United States -
Succession Capital Alliance
● ClosedSuccession Capital Alliance is an insurance agency located at 4695 Macarthur Court, Newport Beach, California, United States. They specialize in protecting the wealth and legacy of high-net-worth clients in partnership with advisory teams. As the creators of premium financing for life insurance, their experienced team constructs flexible solutions and designs tailored legacy plans for clients nationwide. With their proprietary Capital Maximization Strategy℠, they offer efficient options for permanent life premium payments without liquidating assets. Trusted by advisory teams and high-net-worth clients from coast to coast, Succession Capital Alliance provides education and support for advisors in the premium financing process. Their commitment to servicing cases and maintaining high standards sets them apart in the industry.
4695 MacArthur Ct, Newport Beach, CA 92660, United States -
Farhood Shooshani, Bankers Life Agent
● ClosedFarhood Shooshani, Bankers Life Agent is an insurance agency located at 5000 East Spring Street in Long Beach, California. As a dedicated Bankers Life Agent, Farhood Shooshani provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and a commitment to finding the best coverage options for each client, Farhood Shooshani is a trusted advisor in the insurance industry. Whether you are looking for life insurance, health insurance, or retirement planning services, Farhood Shooshani is here to help you navigate the complex world of insurance and secure your peace of mind.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 600 West Broadway in San Diego, California, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a range of insurance products and investment solutions to help individuals and businesses secure their financial future. With a commitment to providing personalized and comprehensive financial planning services, Northwestern Mutual is a trusted institution for those looking to protect and grow their wealth.
600 W Broadway #600, San Diego, CA 92101, United States -
Marsh
● OpenMarsh is a leading insurance agency located at 345 California Street in San Francisco, California. With over 150 years of experience, we offer industry-specific expertise, intellectual capital, and global experience to help you manage a range of risks. Our consulting, brokerage, and claims advocacy services utilize data, technology, and analytics to better quantify and manage risk. We provide insights on global commercial insurance premium pricing changes, top risks for 2024 and beyond, and the implications of climate disclosures on businesses. Additionally, we offer guidance on ESG issues, autonomous vehicle technologies, and the construction sector. At Marsh, we are committed to protecting and promoting possibility for our clients, colleagues, and communities. We are proud to sponsor events such as the reinsurance conference in the Cayman Islands and provide essential resources like the Political Risk Report. Trust Marsh as your trusted advisor in risk, strategy, and people.
345 California St, San Francisco, CA 94104, United States -
Regina Mares, Bankers Life Agent
● OpenRegina Mares, Bankers Life Agent is a reputable insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. As a dedicated Bankers Life agent, Regina Mares provides personalized insurance services to help clients protect their financial future. With a focus on customer satisfaction and expert knowledge in the insurance industry, Regina Mares is committed to helping individuals and families find the best insurance solutions tailored to their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Regina Mares is here to assist you every step of the way. Contact Regina Mares, Bankers Life Agent today to secure your peace of mind and safeguard your assets for the future.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Guillermo Calixtro, Bankers Life Agent
● OpenGuillermo Calixtro, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized solutions to meet the individual needs of each client. With a commitment to excellent customer service and a focus on helping individuals protect their financial future, Guillermo Calixtro, Bankers Life Agent is a trusted partner in the insurance industry.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Cecilia Lee
● OpenCecilia Lee is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a strong commitment to providing top-notch financial and insurance services, Cecilia Lee is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning services, Cecilia Lee is the go-to institution for all your financial needs.
17700 Castleton St, City of Industry, CA 91748, United States -
Fredy Cabrera, Bankers Life Agent
● OpenFredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!
18022 Cowan Ste 265, Irvine, CA 92614, United States -
New York Life
● ClosedNew York Life is a renowned finance and insurance agency located at 1881 East Commercenter Circle, San Bernardino, California, United States. Offering permanent policies with guaranteed death benefits and cash value growth, as well as customizable long-term coverage options, New York Life provides expert guidance to help you plan for your financial future. With professionally managed investments, low-fee bundled options, and specialized solutions for education expenses, income replacement, and estate planning, New York Life is dedicated to helping individuals and families thrive. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life supports communities through charitable giving and volunteer initiatives. Whether you're just starting to plan for your financial future or need help managing a complex situation, New York Life's agents are ready to tailor flexible solutions to meet your needs and budget. With high financial strength ratings and a commitment to giving back, New York Life is a trusted partner in securing your financial security and peace of mind.
1881 E Commercenter Cir, San Bernardino, CA 92408, United States -
Marshall Life and Financial Solutions, Inc.
● ClosedMarshall Life and Financial Solutions, Inc. is a finance institution located at 1040 Nevada Street, Redlands, California, United States. With years of combined experience and industry knowledge, we offer customized financial plans to protect your family, retirement income, or business. Our services go beyond investing, as we guide you through major financial decisions and help execute your plan. We take a holistic approach to retirement planning, tailored to your priorities and risk tolerance. Meet with us for a one-on-one consultation to establish a strong foundation and create a sound financial plan. Our advisors will work with you continuously to review and adjust your plan as needed. We believe in early planning for retirement income, tax optimization, and balancing assets to mitigate risk. Join us to see why we are one of the fastest-growing financial and life insurance companies in Redlands since 2003.
1040 Nevada St Suite 307, Redlands, CA 92374, United States -
Finch, Thornton & Baird, LLP
● ClosedFinch, Thornton & Baird, LLP is a prestigious law firm located at 4747 Executive Drive in San Diego, California. With a team of experienced and skilled lawyers, they provide a wide range of legal services to clients in need of expert representation. Specializing in various areas of law, including corporate law, litigation, and estate planning, Finch, Thornton & Baird, LLP is dedicated to providing top-notch legal counsel and achieving successful outcomes for their clients. Whether you are facing a complex legal issue or need assistance with a personal matter, you can trust the professionals at Finch, Thornton & Baird, LLP to handle your case with the utmost professionalism and expertise.
4747 Executive Dr #700, San Diego, CA 92121, United States -
The Don Pelletier Group - Real Estate Agent
● ClosedThe Don Pelletier Group is a reputable real estate agency located at 12636 High Bluff Drive in San Diego, California. With over 36 years of experience and a track record of successfully representing over 2,200 San Diego home sellers and buyers, Don Pelletier has established himself as a trusted professional in the real estate industry. The institution prides itself on its advanced systems and processes, including a unique 'pilots checklist' that ensures structure, consistency, and positive outcomes for clients throughout the transaction process. The team at The Don Pelletier Group is committed to providing the most up-to-date local market knowledge, cutting-edge marketing efforts, and exceptional customer service to every client.
12636 High Bluff Dr #400, San Diego, CA 92130, United States -
Ting & Associates at Merrill Lynch
● ClosedTing & Associates at Merrill Lynch is a finance and insurance agency located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. At Ting & Associates, we focus on the bigger picture of what your wealth can do for you, rather than just counting dollars and cents. We work with a diverse clientele, including entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in various industries. Our goal is to help you make informed choices and build a solid foundation for future generations.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States -
Quorum Private Wealth
● ClosedQuorum Private Wealth, located in Danville, California, is a finance institution that provides objective advice and effective solutions for the complex financial challenges faced by busy, successful individuals. They work with multigenerational families, business owners, professionals, and executives, putting their clients at the center of their services. The experienced and collaborative team at Quorum Private Wealth acts as a financial sounding board, offering comprehensive advice on investments, insurance, estate planning, taxes, and more. They aim to simplify their clients' financial affairs and provide peace of mind through personalized solutions. In addition to their industry recognition for outstanding professional service, the team at Quorum Private Wealth is actively involved in supporting their communities through volunteer work. With a personalized approach and a commitment to their clients' best interests, Quorum Private Wealth strives to make a difference in the financial well-being of their clients.
345 Hartz Ave, Danville, CA 94526, United States
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