Insurance and investment solutions in Irvine, CA
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Farmers Insurance - Charmaine Lim
● OpenFarmers Insurance - Charmaine Lim is an insurance agency located at 20 Pacifica in Irvine, California, United States. As your local Farmers agent, Charmaine Lim helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Charmaine has the knowledge and experience to guide you through the process and help you understand your options. If you're unsure about comprehensive coverage, deductibles, or other insurance terms, Charmaine can simplify the process for you. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage for homes, cars, and more. By offering competitive rates and multi-line insurance discounts, Charmaine can help you save money while protecting your assets.
20 Pacifica #1450, Irvine, CA 92618, United States -
Denis Doulgeropoulos MassMutual Life Insurance Agent
● OpenDenis Doulgeropoulos MassMutual Life Insurance Agent is a trusted institution located at 2020 Main Street, Irvine, California, United States. Specializing in finance, health, and insurance services, Denis Doulgeropoulos is committed to helping clients navigate the complexities of financial planning and secure their future. With a focus on Orange County Life Insurance, Long-term Care, Disability Insurance, and Annuities, Denis provides expert advice and personalized solutions to meet individual needs and goals. Clients praise Denis for his knowledge, professionalism, and dedication to helping them make informed decisions about their financial future. Whether it's setting up life insurance policies, retirement annuities, or long-term care plans, Denis goes above and beyond to ensure his clients are well-informed and supported every step of the way.
2020 Main St Ste 1200, Irvine, CA 92614, United States -
The Prudential Insurance Company of America
● OpenThe Prudential Insurance Company of America is a reputable insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a long-standing history of providing reliable insurance products and services, this institution is dedicated to helping individuals and families protect their financial future. Whether you are in need of life insurance, retirement planning, or investment solutions, The Prudential Insurance Company of America is committed to helping you achieve your financial goals. With a team of knowledgeable professionals and a strong reputation for excellence, you can trust in this institution to provide you with the insurance coverage and peace of mind you deserve.
3333 Michelson Dr #820, Irvine, CA 92612, United States -
New York Life Insurance Company
● OpenNew York Life Insurance Company, located at 2020 Main Street in Irvine, California, is a leading insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. The institution also provides support for everyday tasks, income replacement in case of sickness or injury, professionally managed investments, and guidance for creating an estate plan to protect your legacy. With over 12,000 agents nationwide, New York Life offers best-in-class products and solutions that adapt to your changing needs, ensuring your financial security and peace of mind. Their commitment to diversity, responsibility, and service is reflected in their workforce, which is more than one-half female and one-third people of color. Additionally, the institution is dedicated to giving back to communities through charitable giving, volunteer hours, and philanthropic initiatives.
2020 Main St Suite 1200, Irvine, CA 92614, United States -
Jason Starkman - State Farm Insurance Agent
● OpenWelcome to Jason Starkman - State Farm Insurance Agent located at 18377 Beach Boulevard in Huntington Beach, California. Since 2011, our agency has been dedicated to helping individuals, families, and small business owners with all their insurance and financial service needs. We serve customers in California, Arizona, Nevada, and Oregon. As a small business owner himself, Jason Starkman specializes in providing insurance solutions for general liability, workers compensation, commercial auto, and errors & omission insurance. We offer complimentary insurance and financial reviews focusing on asset protection, college planning, and short and long-term savings plans.
18377 Beach Blvd Ste 326, Huntington Beach, CA 92648, United States -
Lionel Mabasa - State Farm Insurance Agent
● OpenLionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
373 E Rowland St, Covina, CA 91723, United States -
Farmers Insurance - Fred Omidi
● OpenFarmers Insurance - Fred Omidi is an insurance agency located at 14200 Culver Drive in Irvine, California, United States. As your local Farmers® agent, Fred Omidi helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Fred has the knowledge and experience to help you understand your coverage options. With over 80 years of experience, Farmers® has been providing insurance products to protect your most valuable possessions. From comprehensive coverage to competitive rates with multi-line insurance discounts, Farmers Insurance can help you save money while ensuring your assets are protected.
14200 Culver Dr #220, Irvine, CA 92604, United States -
Luminate Wealth Management and Insurance Services
● OpenLuminate Wealth Management and Insurance Services is a premier financial and insurance agency located in Irvine, California. Our experienced team of professionals is dedicated to providing personalized wealth management and insurance solutions to help clients achieve their financial goals and protect their assets. Whether you are looking to grow your investments, plan for retirement, or secure your family's future, we are here to help. Visit us at 18575 Jamboree Road in Irvine to learn more about how Luminate can help you navigate the complexities of the financial world.
18575 Jamboree Rd #400, Irvine, CA 92612, United States -
Tax Smart Investing & Planning
● OpenTax Smart Investing & Planning is a finance and insurance agency located at 9870 Research Drive in Irvine, California, United States. Our focus is on after-tax outcomes of investments, including various types of income, retirement accounts, types of investments, and trust considerations. Unlike many financial planning firms, we prioritize discussions on tax implications to ensure that you are maximizing your wealth in a tax-efficient manner. We believe that tax-smart investing is essential for long-term financial success, and our strategies are designed to benefit clients through tax-efficient wealth development, retirement planning, and wealth preservation. By working closely with your CPA, we aim to reduce tax liabilities and optimize your overall financial well-being.
9870 Research Dr 2nd Floor, Irvine, CA 92618, United States -
Infinite Wealth Financial & Insurance Services
● OpenInfinite Wealth Financial & Insurance Services, located in Irvine, California, is a finance institution dedicated to helping clients achieve financial clarity and prosperity. Using measurable financial milestones, the team at Infinite Wealth creates a roadmap tailored to each client's unique goals and dreams. With a focus on redefining the road to wealth, the institution believes in leveraging opportunities and realizing inner abundance to achieve exterior financial success. Led by licensed agent Alex Agahi, who offers insurance through New York Life and other independent companies, Infinite Wealth provides comprehensive financial planning and investment management services. From retirement planning to establishing a family legacy, the team at Infinite Wealth is committed to acting as a trusted advisor throughout each client's lifetime. By helping clients envision a life of true abundance, the institution aims to create a financial roadmap that goes beyond numerical goals and prepares clients for whatever life may bring.
2020 Main St 10th Floor, Irvine, CA 92614, United States -
Matrix Private Wealth Solutions Inc.
● OpenMatrix Private Wealth Solutions Inc. is a prestigious finance and insurance agency located at 7700 Irvine Center Drive in Irvine, California, United States. With a team of experienced professionals, they provide personalized wealth management solutions to help clients achieve their financial goals. Whether it's investment planning, retirement strategies, or insurance needs, Matrix Private Wealth Solutions Inc. offers comprehensive services to meet the unique needs of each individual. Trustworthy and reliable, they are dedicated to helping clients secure their financial future.
7700 Irvine Center Dr #800, Irvine, CA 92618, United States -
Bailey Financial Management and Insurance Services
● OpenBailey Financial Management and Insurance Services is a trusted institution located at 15615 Alton Parkway in Irvine, California. As a finance and insurance agency, we specialize in providing expert financial planning and risk management solutions to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and protect their assets. Whether you need assistance with investments, retirement planning, or insurance coverage, Bailey Financial Management and Insurance Services is here to provide personalized and comprehensive solutions tailored to your unique needs. Trust us to help you secure your financial future.
15615 Alton Pkwy #450, Irvine, CA 92618, United States -
TRC Financial
● OpenTRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.
1 Post #150, Irvine, CA 92618, United States -
Pavajeau Company
● OpenPavajeau Company is a trusted institution located at 17291 Irvine Boulevard in Tustin, California, United States. Specializing in accounting, finance, health, and insurance services, our team of experts is dedicated to providing top-notch solutions for all your financial needs. Whether you are looking for assistance with tax preparation, investment planning, health insurance coverage, or any other financial services, Pavajeau Company is here to help. With a commitment to excellence and customer satisfaction, you can trust us to provide reliable and professional services tailored to your specific needs. Contact us today to learn more about how we can assist you in achieving your financial goals.
17291 Irvine Blvd #254, Tustin, CA 92780, United States -
Advantage 1st Financial
● OpenAdvantage 1st Financial is a finance institution located at 530 Technology Drive in Irvine, California, United States. We specialize in simplifying your finances through debt consolidation, offering customized business loans, and providing home improvement loans to help you thrive and renovate with confidence. Our quick and secure online application process ensures swift approval and funds deposited directly into your bank account. With rates no greater than 35.99% APR, we tailor our services to meet your unique needs and prioritize your satisfaction. Contact us at 949-313-4414 to begin your financial journey today.
530 Technology Dr Suite 114, Irvine, CA 92618, United States -
Chase Bank
● OpenChase Bank, located at 8593 Irvine Center Drive in Irvine, California, is a full-service financial institution offering a wide range of banking and finance services. From ATMs to business banking solutions, Chase provides personalized guidance to help improve cash flow, credit solutions, and payroll management for businesses. The bank also offers online and mobile services, business credit cards, and payment acceptance solutions tailored for businesses. Chase is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Private Client is a banking and investment service offering for qualified clients. With a focus on customer service and financial expertise, Chase Bank is dedicated to helping individuals and businesses achieve their financial goals.
8593 Irvine Center Dr, Irvine, CA 92618, United States -
Markel
● OpenMarkel is a leading financial institution located at 200 Spectrum Center Drive in Irvine, California, United States. With a strong presence in the insurance and investment sectors, Markel is known for its innovative solutions and commitment to customer satisfaction. The institution offers a wide range of products and services, including insurance, reinsurance, and asset management, tailored to meet the diverse needs of individuals and businesses. Markel's dedicated team of professionals are experts in their field, providing personalized advice and support to help clients achieve their financial goals. Whether you are looking for insurance coverage, investment opportunities, or wealth management services, Markel is a trusted partner you can rely on.
200 Spectrum Center Dr, Irvine, CA 92618, United States -
California Business Bank
● OpenCalifornia Business Bank is Orange County’s premier commercial bank, located at 3200 El Camino Real, Irvine, California. Our SBA programs offer consistency and flexibility, guiding you through a quick and easy application process. The Smart Safe Solution provides a safer way to do business with a CBB Branch inside. We offer commercial loans for small and large businesses in Orange County and beyond. As a Fin-Tech leader, we deliver innovative financial products and services to Southern California businesses and entrepreneurs. Our Leadership team brings a diverse banking background to support the vision of CBB. With products for every person and business, our checking and money market accounts are among the best in the nation. We tailor fit bank accounts to individual needs, offering specialized products for entrepreneurs, medical doctors, HOAs, insurance agents, agencies, and other small businesses. Visit our website for more information and to get started with California Business Bank.
3200 El Camino Real #220, Irvine, CA 92602, United States -
Rate Plus Inc
● OpenRate Plus Inc is a finance institution located at 18012 Cowan in Irvine, California, United States. Specializing in providing a wide range of financial services, Rate Plus Inc is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer expert advice and personalized solutions to meet the unique needs of each client. Whether you are looking for mortgage services, investment opportunities, or insurance products, Rate Plus Inc is committed to providing top-notch financial services with a focus on customer satisfaction.
18012 Cowan #200, Irvine, CA 92614, United States -
Reliant Capital
● OpenReliant Capital is a leading financial institution located at 6 Executive Circle in Irvine, California. With a strong presence in the United States, Reliant Capital offers a wide range of financial services to meet the needs of individuals and businesses alike. From wealth management and investment advisory to lending and insurance services, Reliant Capital is committed to providing personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a dedication to excellence, Reliant Capital is a trusted partner for all your financial needs.
6 Executive Cir STE 250, Irvine, CA 92614, United States -
First Financial Resources
● OpenFirst Financial Resources is a leading financial institution located at 100 Spectrum Center Drive in Irvine, California, United States. With a focus on providing top-notch financial services and resources to individuals and businesses, First Financial Resources is dedicated to helping clients achieve their financial goals and secure their future. From investment planning to retirement savings, our team of experienced professionals is committed to delivering personalized solutions tailored to each client's unique needs. Trust First Financial Resources to be your partner in financial success.
100 Spectrum Center Dr #400, Irvine, CA 92618, United States -
Kasia Hargrave, Agent With New York Life
● OpenKasia Hargrave, Agent With New York Life is an insurance agency located at 2020 Main Street in Irvine, California. As a representative of New York Life, Kasia Hargrave provides a range of insurance products and financial services to individuals and families in the area. With a commitment to helping clients protect their loved ones and plan for the future, Kasia Hargrave offers personalized solutions tailored to each individual's needs. Whether you are looking for life insurance, retirement planning, or investment options, Kasia Hargrave is dedicated to providing quality service and guidance to help you achieve your financial goals. Contact Kasia Hargrave, Agent With New York Life today to learn more about the insurance products and services available to you.
2020 Main St Ste 1200, Irvine, CA 92614, United States -
Joseph Phan - Prudential Financial
● OpenJoseph Phan - Prudential Financial is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a strong focus on providing personalized financial solutions and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Joseph Phan - Prudential Financial is committed to providing top-notch service and expert guidance to meet your needs. Visit us today to learn more about how we can assist you in navigating the complex world of finance and insurance.
3333 Michelson Dr #820, Irvine, CA 92612, United States -
Peggy Lynch - Prudential Financial
● OpenPeggy Lynch - Prudential Financial is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California. With a strong commitment to providing top-notch financial services and insurance solutions, Peggy Lynch - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Peggy Lynch - Prudential Financial is here to assist you every step of the way. Trustworthy, reliable, and customer-focused, Peggy Lynch - Prudential Financial is your go-to destination for all your financial and insurance needs in Irvine, California.
3333 Michelson Dr #820, Irvine, CA 92612, United States -
Maria Rosel - Prudential Financial
● OpenMaria Rosel - Prudential Financial is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a commitment to providing top-notch financial services and insurance solutions, Maria Rosel - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Whether you're looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Maria Rosel - Prudential Financial are here to assist you every step of the way. Visit us today to learn more about our personalized financial services tailored to meet your specific needs.
3333 Michelson Dr #820, Irvine, CA 92612, United States -
Richard McKinley - Prudential Financial
● OpenRichard McKinley - Prudential Financial is a reputable finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a strong focus on providing personalized financial solutions, the institution offers a wide range of services including investment planning, retirement planning, and insurance coverage. With a team of experienced professionals, Richard McKinley - Prudential Financial is committed to helping clients achieve their financial goals and secure their future.
3333 Michelson Dr #820, Irvine, CA 92612, 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 -
Walker Johnson, Bankers Life Agent
● OpenWalker Johnson, Bankers Life Agent, located at 18022 Cowan in Irvine, California, is an insurance agency offering a wide range of insurance options from companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. Our experienced agents, led by Walker Johnson, specialize in helping clients navigate the complexities of Medicare, offering guidance on Medicare Advantage plans to ensure the right coverage for individual needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is crucial. Our team is here to help you and your loved ones start the conversation and prepare for the future. Contact us today to begin planning your next steps towards financial security and peace of mind.
18022 Cowan Ste 265, Irvine, CA 92614, United States -
Grady Burtice Huckaby
● OpenGrady Burtice Huckaby is a reputable health institution located at 4950 Barranca Parkway in Irvine, California, United States. Specializing in providing top-notch medical care, this facility offers a wide range of services to cater to the healthcare needs of its patients. With a team of experienced doctors and healthcare professionals, Grady Burtice Huckaby is dedicated to delivering personalized and compassionate care to ensure the well-being of all individuals who walk through its doors. Whether you are in need of routine check-ups, specialized treatments, or emergency care, you can trust in the expertise and professionalism of the staff at this esteemed institution.
4950 Barranca Pkwy #306, Irvine, CA 92604, United States -
Platinum Wealth Advisors
● OpenPlatinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management. Located at 100 Oceangate in Long Beach, California, our team operates under the Fiduciary Standard, always prioritizing our clients' needs. We offer informative retirement workshops at various universities in California, presenting strategies to maximize Social Security benefits, reduce risk, and minimize taxes. Our clients, primarily pre-retirees and retirees aged 60 and up, can also benefit from insurance services provided by Platinum Life Financial and Insurance Services. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today for personalized financial advice and investment solutions.
100 Oceangate 12th Floor, Long Beach, CA 90802, United States
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