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TOP 30 Insurance consultation services in City of Industry, CA
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Petco
Petco is a renowned pet store located at 3495 Sports Arena Boulevard in San Diego, California. As a leading retailer in the pet industry, Petco offers a wide range of high-quality pet food, supplies, and accessories for all types of animals. Whether you have a dog, cat, bird, fish, or reptile, Petco has everything you need to keep your furry, feathered, or scaly friend happy and healthy. With a commitment to providing exceptional customer service and expert advice, Petco is the go-to destination for all your pet care needs.
Lindsey Frehner
Lindsey Frehner is a physician assistant at Scripps Health located at 3811 Valley Centre Drive in San Diego, California. Specializing in gynecology, Lindsey provides personalized care to women of all ages, from young adulthood to pregnancy and menopause. With over five years of experience at Scripps, Lindsey brings a wealth of knowledge and confidence to her practice, having previously worked in the emergency room for over six years. At Scripps, patients can search for over 2,500 physicians across various specialties and book appointments online. With more than 70 locations including hospitals, doctors' offices, walk-in clinics, and specialty centers, Scripps Health offers comprehensive medical services to the community. Patients can also access services such as radiology and lab services at Scripps Coastal Medical Center San Marcos.
Testan Law
Testan Law is a forward-thinking national law firm located at 110 Plaza West, San Jose, California, United States. Specializing in Workers’ Compensation and Civil Litigation Consultation & Defense, the firm is committed to providing exceptional client service while celebrating diversity. With a focus on defending workers' compensation and general liability claims, employment discrimination cases, and related civil matters, Testan Law has offices throughout California to efficiently handle litigation needs for insurance carriers, third-party administrators, and self-insured employers in both state and federal court. The firm's practice groups offer consultation and defense in specialized industry units, including retail operations, airline transportation, trucking, motor vehicle and rail transportation, staffing agencies, and municipalities. They defend against allegations such as asbestos exposure, violations of state and federal labor and employment laws, Serious & Willful violations, and construction defect claims.
Finch, Thornton & Baird, LLP
Finch, 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.
Humbooks, LLC.
Humbooks, LLC. is a full-service accounting firm located in Eureka, California. Specializing in accounting and finance services, our team of professionals is dedicated to providing top-notch financial solutions to businesses and professionals, with a focus on the real estate industry. Whether you need assistance with bookkeeping, tax preparation, or financial planning, our experienced staff is here to help. Visit us at 728 7th Street to learn more about how Humbooks, LLC. can support your financial needs.
Hunter Hunter & Hunt
Hunter Hunter & Hunt is a renowned accounting and finance institution located at 2662 Harris Street in Eureka, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to investment planning, Hunter Hunter & Hunt is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you need assistance with bookkeeping or retirement planning, you can trust Hunter Hunter & Hunt to provide expert guidance and support every step of the way.
The Don Pelletier Group - Real Estate Agent
The 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.
Zachary Bressick Financial Advisor with Eagle Strategies, LLC
Zachary Bressick Financial Advisor with Eagle Strategies, LLC, located at 321 College Avenue, Santa Rosa, California, is a trusted institution in the finance industry. With a focus on helping individuals navigate the complexities of their financial situations, Zachary Bressick offers personalized services to protect wealth, lifestyle, and dreams for the future. Through a thoughtful and comprehensive approach, clients can feel secure and prepared for any financial challenges that may arise. Zachary Bressick is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Additionally, as a Financial Adviser with Eagle Strategies LLC, Zachary Bressick provides advisory services to residents of California and Oregon. With a commitment to helping clients make informed financial decisions, Zachary Bressick is dedicated to providing guidance and support throughout life's financial journey.
World Financial Group
World Financial Group is a renowned financial institution located at 4340 Redwood Highway in San Rafael, California, United States. As a leading player in the finance industry, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals provides expert advice and personalized solutions to meet the unique needs of our clients. Whether you are looking for investment guidance, retirement planning, insurance services, or wealth management, World Financial Group is here to help you navigate the complex world of finance with confidence and success. Visit us today to see how we can help you secure your financial future.
Forensic Accounting Corp
Forensic Accounting Corp, located at 454 Las Gallinas Avenue in San Rafael, California, offers a comprehensive range of forensic accounting services to the legal and insurance communities. Specializing in identifying, preserving, and reporting on digital evidence and electronically stored information, our team of experts can assist in a variety of cases. In addition to digital forensics, our San Rafael office provides litigation support in business disputes, shareholder and partner conflicts, and business income loss matters. With over 15 years of experience in the industry, our professionals bring a wealth of business and legal knowledge to the table, ensuring that attorneys and clients receive top-notch financial and investigative expertise.
Ting & Associates at Merrill Lynch
Ting & 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.
Quorum Private Wealth
Quorum 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.
John Hancock Financial Network
John Hancock Financial Network, located at 42840 Christy Street, Fremont, California, United States, offers financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability, providing our customers with the best in life insurance and financial planning. Our innovative approach combines the tradition of a longstanding company with cutting-edge technology to transform the industry. We help partners build their life insurance businesses and protect their clients' most important assets. Members of John Hancock Vitality can access the Galleri test for multi-cancer early detection. Our Advisors can assist you in managing your financial needs and planning for a secure future. Retirement is a new beginning, and we can help you create an amazing plan for the future. Our personalized financial plans are tailored to your specific goals and needs. We offer a variety of products to add value to your policy. Partnering with Life Happens, we support students in easing the financial burden of college. The John Hancock Vitality Program offers rewards and discounts to policyholders, with some conditions applying. The Galleri test is available to eligible members and subsidized based on policy coverage. Please note that the Galleri test is not a diagnostic tool and should be used in conjunction with other cancer screening tests. Insurance products are issued by John Hancock Life Insurance Company. Contact us today to start planning for a secure financial future with John Hancock Financial Network.
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.
Capital Insight Financial Group : JACOB J. REID
Capital Insight Financial Group: JACOB J. REID is a reputable finance and insurance agency located in Livermore, California. Our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. With years of experience in the industry, we offer a wide range of services including investment planning, retirement planning, insurance coverage, and more. Visit us at 2021 Las Positas Court to learn how we can help you make informed financial decisions and protect your assets.
SL Financial Group
SL Financial Group, located at 3031 West March Lane in Stockton, California, is a finance and insurance agency dedicated to helping clients with their insurance and financial concerns. As a full-service financial consulting firm, we focus on building wealth and protecting assets for our clients. Our independence allows us to work with a variety of industry-leading brokerage firms and insurance providers to create customized client portfolios. We only recommend products and services that are tailored to meet the unique needs of our clients. Securities are offered through Osaic Wealth, Inc., and SL Financial Group is not affiliated with Osaic Wealth, Inc. Trust SL Financial Group to help you navigate your financial journey.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
Sierra Shore Financial
Sierra Shore Financial, located at 500 Cypress Street, Pismo Beach, California, is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. With over 25 years of experience in the insurance and financial services industry, Mr. Hollett, the owner of Sierra Shore Financial, focuses on individual financial planning and employee benefit programs for small to medium size businesses. The institution offers services such as risk management tools, estate planning, college funding plans, IRAs, and 401ks to help families prepare for various life events. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Additional advisory services are offered through Sierra Shore Financial (SSF). Mr. Hollett is also a licensed life, health, & variable securities agent in California. Clients residing in states where services may legally be offered can benefit from the institution's expertise in investment decisions. It is important to note that Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates do not provide tax and legal advice. Links provided on the website are for informational purposes only and do not constitute an endorsement or recommendation. Clients can check the background of the firm on FINRA's BrokerCheck.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 5080 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert guidance to clients, ensuring they are well-equipped to navigate the complexities of the financial world. Visit Northwestern Mutual at their Bakersfield location for top-notch financial services and insurance solutions.
Wilshire Associates
Wilshire Associates, located at 1299 Ocean Avenue in Santa Monica, California, is a trusted partner for institutional investors, financial advisors, and intermediaries. With innovative investment solutions backed by both qualitative and quantitative insights, Wilshire offers advanced modeling tailored to individual needs. Specializing in optimizing investment portfolios, understanding risks, and maximizing value, Wilshire provides superior market knowledge to clients such as central banks, pension funds, insurance companies, foundations, endowments, and family offices. Wilshire Associates also offers bespoke advisory services and outsourced CIO solutions, as well as a range of financial products customized to meet specific goals. Clients can benefit from new strategies and opportunities, access quality portfolio models, and utilize tools and resources for more meaningful conversations and improved investment outcomes. Wilshire also assists clients in integrating environmental, social, and governance considerations into their investment strategies through advisory services, research, and financial solutions.
Harris & Associates
Harris & Associates is a reputable finance and insurance agency located at 505 North Sepulveda Boulevard in Manhattan Beach, California, United States. With years of experience in the industry, our team of professionals provides top-notch services to help clients make informed financial decisions and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Harris & Associates is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
Forensic Accounting Corp
Forensic Accounting Corp, located at 3711 Long Beach Boulevard in Long Beach, California, is a leading institution in the field of accounting and finance. Specializing in forensic accounting solutions, FAC offers a wide range of services to the legal and insurance communities in Long Beach. With a team of highly skilled forensic accounting specialists, FAC is able to identify, preserve, and report on all types of digital evidence and electronically stored information (ESI). In addition to forensic accounting services, FAC's Long Beach office also provides litigation support for business disputes, shareholder and partner disputes, and business income loss matters.
Riordan & Associates
Riordan & Associates is a reputable accounting and finance institution located at 19744 Beach Boulevard in Huntington Beach, California, United States. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. Our team is responsive and available when you need us the most, ensuring that your individual and business accounting needs are met with the care they deserve.
Catherine Fullerton - Thrivent
Catherine Fullerton - Thrivent is a finance institution located at 18377 Beach Boulevard, Huntington Beach, California, United States. With nearly 20 years of experience, our dedicated team aims to guide you through every step of your financial journey. Specializing in retirement planning, tax-efficient strategies, and providing financial peace, we also offer services in investment management and protection against extended care, death, and disability. Thrivent has a strong capital position in the industry, but it is our unique mission that sets us apart. Licensing information can be found on your State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, so be sure to consult your attorney or tax professional. We offer advice and guidance through our Financial Planning Framework, with the option to further engage in our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Our financial advisors are credentialed to provide investment advisory services, ensuring that you receive the best guidance for your financial goals. Visit our website or FINRA’s Broker Check for more information about our services and professionals.
IWM Partners, LPL Wealth Advisors
IWM Partners, LPL Wealth Advisors is a leading finance and insurance agency located at 3 Park Plaza in Irvine, California, United States. With a team of experienced wealth advisors, they provide comprehensive financial planning and investment management services to help clients achieve their financial goals. Their personalized approach and commitment to excellence sets them apart in the industry, making them a trusted partner for individuals and businesses seeking to secure their financial future.
Merrill Lynch Financial Advisor Heidi Leu
Merrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.
Financial Designs Corporation
Financial Designs Corporation is a finance institution located at 540 West Baseline Road in Claremont, California, United States. Our team of highly qualified advisors is dedicated to providing customized financial strategies designed just for you. We understand the unique challenges facing employees in the energy industry, and we have experience helping SCE and SoCalGas employees navigate their finances with confidence. Whether you're already retired or planning for the future, our Retirement Blueprint will address all your financial needs, from qualified plan distributions to Social Security claiming decisions. Our service-oriented process will help you reach your goals in just 3 easy steps. As a family-run firm with decades of experience, we pride ourselves on our cohesive, competent, and customized approach to financial planning and active investment management. Contact us today to learn more about how we can help you pursue your unique financial goals. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Investing involves risk, including the potential loss of principal. Contact us today to learn more about our personalized financial strategies.
Northwestern Mutual
Northwestern Mutual is a reputable finance and insurance agency located at 414 North Yale Avenue in Claremont, California, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a wide range of insurance products and financial planning services to help individuals and businesses secure their financial future. The institution is known for its commitment to providing personalized solutions and expert guidance to clients, ensuring they have the protection and support they need. Whether you are looking for life insurance, retirement planning, or investment advice, Northwestern Mutual is dedicated to helping you achieve your financial goals.
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.
Cornacopa
Cornacopa is a trusted finance and insurance agency located at 2844 East Via Terrano in Ontario, California. Our dedicated team of professionals is committed to providing top-notch financial services and insurance solutions to our valued clients. With years of experience in the industry, we strive to offer personalized assistance and tailored solutions to meet the unique needs of each individual or business. Whether you are looking for wealth management services, retirement planning, insurance coverage, or investment advice, Cornacopa is here to help you navigate the complex world of finance and insurance. Visit us today to learn more about how we can assist you in achieving your financial goals and securing your future.
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