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TOP 30 Insurance and tax solutions in National City, CA
65 results found
Search for local businesses, places and services near you
Peter Feldenheimer & Associates
Peter Feldenheimer & Associates is a finance and insurance agency located at 1134 Crane Street in Menlo Park, California. Established in 1962 in Los Angeles and later relocated to Menlo Park in 1966, our practice specializes in tax-qualified and non-qualified benefit plan designs for individuals, partnerships, and corporations. We work with a diverse range of clients, including members of national sports franchises and the National Association of Realtors (NAR), to set up tax-favored benefit plans that provide owners and employees with a more secure future. Our team is dedicated to providing creative life insurance planning with unique designs tailored to individuals with special requirements.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 900 East Hamilton Avenue in Campbell, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in the San Jose, CA, and San Francisco Bay Area. Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation, working with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in the Bay Area focus on full-service financial planning and research-driven investments. With a fiduciary responsibility to clients, Beacon Pointe's allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 1165 Coast Village Road in Montecito, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Santa Barbara, CA, Beacon Pointe is dedicated to providing comprehensive financial solutions to individuals, families, institutions, and defined contribution plans. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe's team of experienced investment advisors and financial planners in Santa Barbara offer a full-service approach to financial planning and research-driven investments. With a focus on fiduciary responsibility and a holistic allWEALTH® approach, the institution addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, and risk assessments, among others.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
MILES Financial Group
MILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located in Carlsbad, California, United States. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners focus on full-service financial planning and research-driven investments. The firm's holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more. The team at Beacon Pointe is dedicated to helping clients achieve their financial goals and transition smoothly into retirement. They offer personalized wealth management experiences and customized solutions for clients. With a commitment to fiduciary responsibility, Beacon Pointe Advisors is dedicated to providing top-notch financial services to their clients.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
Syud Sharif - Ameriprise Financial Services, LLC
Syud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
Avis Car Rental
Welcome to Avis Car Rental, conveniently located at the Firehouse Plaza Shopping Center in Ventura, California. Our address is 4227 East Main Street, Ventura, CA 93003, United States. We specialize in providing a wide range of vehicles to suit your travel needs, whether you're planning a weekend getaway or a business trip. Special Offer: Enjoy one day free of daily time and mileage charges on rentals of an intermediate (Group C) to a full-size four-door (Group E) car when you rent for a minimum of three days. Please note that taxes, concession recovery fees, customer facility charges, and fuel charges are additional. Optional items such as LDW and other surcharges may also apply. This offer is not valid for one-way rentals and cannot be combined with any other promotions. An advance reservation is required, and the offer is subject to vehicle availability. The rental must begin on or before December 31, 2024.
Avis Car Rental
Welcome to Avis Car Rental in McKinleyville, California! Located conveniently at 3561 Boeing Avenue, McKinleyville, CA 95519, Avis Car Rental offers a wide selection of vehicles to suit your travel needs. Whether you're planning a family road trip, a business journey, or simply need a reliable car to get around town, we've got you covered.
Burke, Williams & Sorensen, LLP
Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
Petco Vaccination Clinic
Welcome to the Petco Vaccination Clinic in Petaluma, California, located at 165 North McDowell Boulevard. Our veterinary care services are dedicated to ensuring the health and well-being of your beloved pets. At our Vetco Vaccination Clinic, conveniently situated inside your neighborhood Petco, we offer a range of affordable and personalized preventive care services for dogs and cats, including vaccines, puppy shots, microchipping, diagnostic testing, and deworming. Take advantage of earning 2X Pals Rewards points when you use Petco Pay! Our state-licensed veterinarians provide expert care, administering dog and cat vaccinations without any exam fees. We keep a detailed record of your pet's medical services for future appointments and recommend the best vaccination, heartworm, flea, and tick prevention based on your pet's age and lifestyle.
Petco Vaccination Clinic
Welcome to the Petco Vaccination Clinic located at 960 Del Monte Center, Monterey, California 93940. As a trusted provider of veterinary care, our Vetco Vaccination Clinic inside your neighborhood Petco offers comprehensive and affordable preventive care services for your beloved pets. Our state-licensed veterinarians are dedicated to ensuring the health and well-being of your dogs and cats through personalized care packages tailored to each pet's needs. At our Monterey location, you can earn 2X Pals Rewards points when using Petco Pay. We offer a wide range of vaccinations, including Rabies, Distemper/Parvo, Leptospirosis, Bordetella, Lyme, Canine Influenza, Rattlesnake, and Feline Leukemia, all administered by experienced professionals. Our services also include microchipping, diagnostic testing, and deworming, with no exam fees required.
U.S. Bank ATM - Rohnert Park
Welcome to the U.S. Bank ATM located in Rohnert Park, California, at 6500 Commerce Boulevard. As a convenient financial service provider, we offer a range of banking solutions designed to meet your needs. Our ATM is available for quick and easy access to your accounts, allowing you to manage your finances efficiently. At U.S. Bank, we understand the importance of secure and straightforward banking. With our Bank Smartly Checking®, you can effortlessly manage your money with peace of mind. Whether you're shopping online or in-store, our seamless checkout experience ensures that your transactions are smooth and hassle-free.
Statefarm
Welcome to State Farm Insurance Agency in Rohnert Park, California. Conveniently located at 8492 California 116, we are proud to serve our local community with a wide range of insurance and financial services tailored to meet your unique needs. At State Farm, we believe in providing personalized protection plans that not only safeguard what matters most to you but also offer significant savings. With our State Farm® Personal Price Plan®, you can customize your coverage and discover various ways to save. If you bundle multiple State Farm insurance products, such as homeowners, renters, condo, or life insurance with your vehicle insurance, you could save as much as $1,273 annually.
U.S. Bank ATM - Novato Downtown
Welcome to U.S. Bank ATM - Novato Downtown, conveniently located at 1711 Grant Avenue, Novato, California 94945. As a trusted provider of financial services, we offer a wide range of banking solutions tailored to meet your needs. Whether you're looking to manage your money securely with our Bank Smartly Checking® account or seeking a seamless online checkout experience, we are here to assist you. Our knowledgeable team is ready to help you navigate the complexities of borrowing, from providing calculators and rate charts to connecting you with experienced loan officers and bankers. We offer guidance on all your loan and mortgage inquiries.
Guaranteed Rate Affinity
Welcome to Guaranteed Rate Affinity, your trusted partner in navigating the world of home financing, located at 7979 Soquel Drive, Aptos, California 95003. We specialize in providing tailored mortgage solutions to help you secure the home of your dreams with the right advice and guidance. Our competitive edge ensures you have access to fast approvals with options starting at just 3% down. We understand that overcoming the challenge of a down payment can be daunting. That's why we offer access to grants and programs from federal and local governments designed to aid homeownership. Whether you're looking to invest in your first home with a VA, FHA, or USDA loan, which require 0-10% down, or you're a military service member, our options allow you to build equity at a lower cost.
Unleashed Vaccination Clinic
Welcome to Unleashed Vaccination Clinic, your trusted partner in veterinary care located at 600 Redondo Avenue, Long Beach, California 90814. We are dedicated to providing top-notch preventive care services for your beloved pets, ensuring their health and happiness at any stage of life. At our Vetco Vaccination Clinic inside your neighborhood Petco, we offer a comprehensive range of affordable, personalized packages to meet the unique needs of your dog or cat. Our services include essential vaccinations, microchipping, diagnostic testing, and deworming—all administered by state-licensed veterinarians. We pride ourselves on offering these services without any exam fees, and we maintain a detailed record of your pet's medical services for future visits.
Pennymac
Welcome to Pennymac, your trusted partner for financial solutions located at 6101 Condor Drive, Moorpark, California. As a leading name in the finance industry, Pennymac is dedicated to helping you unlock the potential of your home equity. Whether you need to consolidate debt, renovate your home, or cover unexpected expenses, our Home Equity Loans and Cash-Out Refinance options offer the flexibility you need. Connect with top real estate agents nationwide and earn between $350 and $9,500 when you buy or sell a home through our unique partnership. Protect yourself from interest rate hikes by locking in your rate before you find your new home, with the option to update to a lower rate if market conditions improve.
ATM (U.S. Bank)
Welcome to the U.S. Bank ATM located at 5399 Sepulveda Boulevard, Culver City, California. Conveniently situated for all your financial needs, this ATM offers a secure and efficient way to access your accounts and manage your money. Whether you need to withdraw cash, check your balance, or perform other banking transactions, our ATM is available to serve you. At U.S. Bank, we pride ourselves on providing a comprehensive range of financial services to help you bank smartly. With Bank Smartly Checking®, you can enjoy a simple and secure way to manage your finances, complemented by a convenient online checkout experience that makes shopping easy.
J.P. Morgan Private Bank
Welcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.
Geoff Delahanty - Thrivent
Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.
U.S. Bank ATM
Welcome to the U.S. Bank ATM located at 29000 South Western Avenue, Rancho Palos Verdes, California 90275. Our ATM is a convenient and secure spot for all your financial needs, offering easy access to your accounts and a variety of banking services. Whether you need to withdraw cash, check your account balance, or transfer funds, our ATM is equipped to handle your transactions efficiently. As part of U.S. Bank, we are committed to providing you with innovative financial solutions, including our Bank Smartly Checking® account, which simplifies money management.
U.S. Bank ATM - Maywood
Welcome to the U.S. Bank ATM located at 4449 Slauson Avenue, Maywood, California 90270. As a trusted name in banking and finance, U.S. Bank offers a wide range of services to meet your financial needs. Our ATM provides convenient access to your accounts, allowing you to manage your money safely and efficiently. Explore our Bank Smartly Checking® for a simple and secure way to handle your finances, and enjoy a seamless online checkout experience that makes shopping easier than ever. Whether you are considering borrowing options or need guidance on loans and mortgages, our experienced loan officers and bankers are here to assist you with a variety of tools, including calculators and rate charts.
U.S. Bank ATM - Long Beach
Welcome to U.S. Bank ATM - Long Beach, conveniently located at 555 East Ocean Boulevard, Long Beach, California 90802. As a trusted provider in the banking and finance industry, we offer a range of services tailored to meet your financial needs. Our Bank Smartly Checking® account provides a simple and secure way to manage your money, while our seamless online checkout experience makes shopping easy and efficient. Whether you're considering borrowing money or need guidance on loans and mortgages, our experienced loan officers and bankers are ready to assist you with expert advice. We also offer a variety of investment and insurance products through U.S. Bancorp Investments, ensuring you have access to comprehensive financial solutions. Please note that these products are not FDIC insured and may lose value.
U.S. Bank ATM - Long Beach East
Welcome to U.S. Bank ATM - Long Beach East, located at 5767 Pacific Coast Highway, Long Beach, California 90803. As part of the U.S. Bank network, we offer a convenient and secure way to manage your finances with our Bank Smartly Checking® account. Whether you're withdrawing cash, checking your balance, or need assistance with more complex banking needs, our ATM and online services are designed to make your financial life easier. At U.S. Bank, we understand that borrowing money is a significant decision, and we're here to help with experienced loan officers and bankers ready to answer all your loan and mortgage questions. Explore our range of calculators and rate charts to get started on your financial journey.
U.S. Bank ATM - Cerritos
Welcome to U.S. Bank ATM - Cerritos, conveniently located at 11350 South Street, Cerritos, California 90703. As a trusted financial service provider, we offer a range of services to help manage your financial needs efficiently and securely. Our ATM provides easy access to your funds, allowing you to perform transactions seamlessly. Explore our comprehensive financial solutions, including the Bank Smartly Checking® account, designed to simplify and secure your money management. Whether you're shopping online or in-store, enjoy a convenient checkout experience that makes your purchases hassle-free.
U.S. Bank ATM - Seal Beach - Ralphs
Welcome to U.S. Bank ATM - Seal Beach, conveniently located at Ralphs, 12470 Seal Beach Boulevard, Seal Beach, California 90740. As your trusted partner in banking and finance, we offer a suite of services designed to make managing your money simple and secure. Whether you're using our Bank Smartly Checking® for everyday transactions or exploring our online checkout for a seamless shopping experience, we strive to meet your financial needs with ease. Our ATM location provides quick and easy access to your accounts, allowing you to withdraw cash, check balances, and more, all while you shop at Ralphs. For those looking to borrow, our experienced loan officers and bankers are ready to assist with any questions you might have about loans and mortgages. We offer a variety of calculators and rate charts to help you get started on your financial journey.
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