Insurance plan management in California
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Marcus Shaw - Thrivent
● ClosedMarcus Shaw - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution is licensed in multiple states including AZ, CA, FL, ID, IL, IN, KS, MD, MO, NC, OH, PA, SC, TX, UT, VA, and WA. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. For more information about their financial advisors and professional designations, visit Thrivent.com or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Bradley Hawes - Thrivent
● ClosedBradley Hawes - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, CT, DC, DE, FL, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. Licensing information can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
La Jolla Gateway Team
● ClosedLa Jolla Gateway Team, located at 445 Marine View Avenue in Del Mar, California, is a finance institution dedicated to helping individuals manage their wealth, achieve lifelong goals, and create a legacy. They specialize in assisting clients in thriving during retirement, offering advice and guidance through their Financial Planning Framework. Licensing information can be found on the State Insurance Department's website, and not all team members may provide all products, programs, and services in every state. Thrivent Financial for Lutherans is the marketing name for Thrivent, which offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Clients may choose to engage further with Dedicated Planning Services for written recommendations for a fee. It is important to note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their own attorney or tax professional. For more information on the professional designations of their financial advisors and the requirements to earn them, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Aidan Dressler - Thrivent
● ClosedAidan Dressler - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with an attorney or tax professional for these matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
445 Marine View Ave, Del Mar, CA 92014, United States -
Anthony Camara - Thrivent
● ClosedAnthony Camara - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. They are licensed in multiple states including CA, FL, MN, TN, TX, and UT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Christopher Fenimore - Thrivent
● ClosedChristopher Fenimore - Thrivent is a finance institution located at 445 Marine View Avenue, Del Mar, California, United States. They are licensed in multiple states including AZ, CA, DE, FL, NC, ND, NV, OR, and TX. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, with the option to further engage in Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services through Thrivent Investment Management Inc. Their licensed agents and financial advisors provide insurance products, securities, and investment advisory services. Visit their website for more information on their services and professional designations.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Sean Little - Thrivent
● ClosedSean Little - Thrivent is a finance institution located at 445 Marine View Avenue, Del Mar, California, United States. With licenses in multiple states, including California, Sean Little - Thrivent offers personalized financial guidance to help individuals pursue their lifelong dreams while supporting causes they care about. Their financial professionals provide advice and guidance through a comprehensive Financial Planning Framework, tailored to each client's goals and values. Clients can also opt for Dedicated Planning Services for more in-depth planning and investment recommendations. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Consultations are available by appointment with licensed financial advisors. For more information on professional designations and services offered, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Matthew Molstre - Thrivent
● ClosedMatthew Molstre - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. They are licensed in multiple states including Alabama, Arkansas, Arizona, California, and many more. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Jonathan Doering - Thrivent
● ClosedJonathan Doering - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California. They are licensed in multiple states including Arizona, California, Florida, Texas, and more. The institution does not provide legal, accounting, or tax advice, but offers financial planning services through their Financial Planning Framework. Clients can also opt for Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Star Financial Group
● OpenStar Financial Group is a trusted institution located at 16787 Bernardo Center Drive in San Diego, California. We specialize in providing convenient ATM services and expert financial solutions to meet the needs of our clients. Our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Visit us today to experience exceptional service and support for all your financial needs.
16787 Bernardo Center Dr # 12, San Diego, CA 92128, United States -
Dave Saviage - Thrivent
● ClosedDave Saviage - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution is licensed in the states of California (Insurance Lic. #0E91563), Florida, and Minnesota. They offer financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit their website at thrivent.com or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
park avenue securities
● ClosedPark Avenue Securities is a finance institution located at 2888 Loker Avenue East in Carlsbad, California. With a focus on providing comprehensive financial services and investment solutions, Park Avenue Securities is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized guidance and expertise in areas such as wealth management, retirement planning, insurance, and more. Trust Park Avenue Securities to provide you with the tools and resources needed to secure your financial future.
2888 Loker Ave E, Carlsbad, CA 92010, United States -
Kerby Financial Services
● ClosedKerby Financial Services is a trusted financial institution located at 333 South Juniper Street in Escondido, California. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our dedicated team of professionals offers personalized solutions tailored to each client's unique needs. Whether you need help with investing, retirement planning, or managing your finances, Kerby Financial Services is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.
333 S Juniper St, Escondido, CA 92025, United States -
Tom Wills - Thrivent
● ClosedLocated at 2131 Palomar Airport Road in Carlsbad, California, Tom Wills - Thrivent is a finance institution dedicated to providing personalized financial advice and guidance to help clients achieve their goals. With licensing in multiple states including California, Colorado, Tennessee, and Utah, our team of financial professionals, led by Tom Wills, is committed to understanding each client's unique financial situation and crafting tailored solutions. Just like a caddy supports a golfer on the course, we are here to support you in navigating the financial landscape, whether you are planning for retirement, building a legacy, or pursuing other financial goals. Through our Financial Planning Framework and Dedicated Planning Services, we offer comprehensive analysis and recommendations to help you make informed decisions. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Our licensed agents and financial advisors are dedicated to providing expert guidance and support to help you achieve financial success. Contact us today to start planning for your future.
2131 Palomar Airport Rd Suite 232, Carlsbad, CA 92011, United States -
Mike Zeiger SagePoint Financial
● ClosedMike Zeiger SagePoint Financial is a finance institution located at 5145 Morena Place in San Diego, California. As a branch of SagePoint Financial, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment management, retirement planning, and insurance services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Mike Zeiger SagePoint Financial is dedicated to helping you navigate the complexities of the financial world and make informed decisions for a secure financial future.
5145 Morena Pl, San Diego, CA 92110, United States -
Jeff Siegel - Raymond James
● OpenJeff Siegel - Raymond James is a finance institution located in San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals. Visit us at 3111 Camino Del Rio North to learn more about how we can assist you with your financial needs.
3111 Camino Del Rio N, San Diego, CA 92108, United States -
Epic Trust Investment Advisors - San Diego
● OpenEpic Trust Investment Advisors in San Diego, California, is your trusted partner in all things related to finance. Our mission is to empower you financially, helping you achieve your goals, get organized, and stay accountable to your dreams. Whether you are a business owner, professional, or employee, we provide the tools, resources, and education to help you succeed faster, smarter, and more prudently. Our holistic approach to business and financial services covers everything your small, medium, or large-sized business needs, including tax and accounting, insurance, financial planning, and benefits. We offer comprehensive services for you, your family, and your business, tailored to your specific needs.
8880 Rio San Diego Dr # 800, San Diego, CA 92108, United States -
Tony Truong - Thrivent
● ClosedTony Truong - Thrivent is a finance institution located at 2727 Camino del Rio South in San Diego, California, United States. Our financial guidance is focused on your goals and values, helping you establish a secure financial future. We are licensed in multiple states including AK, AZ, CA, MO, NC, OH, OR, TX, and WA. As a Financial Representative, my aim is to build a lasting financial relationship with you, assisting you in achieving your financial objectives. I specialize in providing security in various areas to ensure your peace of mind.
2727 Camino del Rio S Ste 246, San Diego, CA 92108, United States -
Chad Tutton - Thrivent
● ClosedChad Tutton - Thrivent is a finance institution located at 445 Marine View Avenue, Del Mar, California, United States. Specializing in assisting Military Veterans, Active Duty Service Members, and Small Business Owners, Chad Tutton offers personalized financial planning guidance to help individuals achieve their goals and support causes they care about. With licenses in CA, IL, OR, TX, and WI, Chad Tutton can help clients navigate the complexities of financial planning, retirement, insurance, and investment strategies. Whether you are a veteran, a small business owner, or simply seeking to secure your financial future, Chad Tutton is committed to providing tailored assistance to meet your specific needs and goals. Thrivent Financial for Lutherans, the parent company, offers insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can access a range of services, including Dedicated Planning Services, for a fee. For more information on professional designations and services, visit Thrivent.com.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Cheryl Lopez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCheryl Lopez - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4510 Executive Drive, San Diego, California, United States. Cheryl Lopez holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate her expertise in asset management, wealth transfers, retirement planning, estate planning, and investment fiduciary practices. Cheryl Lopez is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. Whether you need help with investment strategies, insurance products, or estate planning, Cheryl Lopez can guide you through the complexities of financial management. Contact Cheryl Lopez - Financial Advisor, Ameriprise Financial Services, LLC for personalized and professional financial advice.
4510 Executive Dr Ste P9, San Diego, CA 92121, United States -
Ezequiel Medina - Thrivent
● ClosedEzequiel Medina - Thrivent is a finance institution located at 910 Euclid Avenue, National City, California, United States. Licensing can be obtained through the State Insurance Department's website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are provided through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information on their services and financial advisors.
910 Euclid Ave Apt 50, National City, CA 91950, United States -
Tamara Galchenko Huey - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedTamara Galchenko Huey is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3550 Camino Del Rio North, San Diego, California, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Tamara's knowledge and skills in asset management, investment strategies, estate planning, retirement planning, tax planning, risk management, and insurance products make her a trusted advisor in the finance industry.
3550 Camino Del Rio N Ste 100, San Diego, CA 92108, United States -
William Clark - Thrivent
● ClosedWilliam Clark - Thrivent is a finance institution located at 23809 Gymkhana Road, San Diego Country Estates, California, United States. They are licensed in the states of California (Insurance Lic. #0723880) and North Carolina. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and investment services. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only credentialed financial advisors are authorized to provide investment advisory services. For more information on professional designations and requirements, visit their website at https://www.thrivent.com/designations.
23809 Gymkhana Rd, San Diego Country Estates, CA 92065, United States -
Chandler Hilken - Thrivent
● ClosedChandler Hilken - Thrivent is a finance institution located at 4723 College Avenue, San Diego, California, United States. Licensing for the services provided by Thrivent can be obtained through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a thorough review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4723 College Ave, San Diego, CA 92115, United States -
Jean-Charles Lebours - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJean-Charles Lebours is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 4655 Executive Drive in San Diego, California, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many others, Jean-Charles Lebours specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. From asset management and investment strategies to estate planning and risk management, Jean-Charles Lebours offers expertise in a wide range of financial areas. Whether you are looking for retirement planning, insurance products, or investment opportunities, Jean-Charles Lebours can provide tailored solutions to meet your financial needs. Contact Jean-Charles Lebours - Private Wealth Advisor at Ameriprise Financial Services, LLC for expert financial advice and guidance.
4655 Executive Dr Ste #300, San Diego, CA 92121, United States -
DeBellis Financial Services, Inc.
● ClosedDeBellis Financial Services, Inc. is a reputable institution located at 8910 University Center Lane in San Diego, California, United States. Specializing in accounting, finance, and insurance services, they provide expert guidance and support to individuals and businesses looking to manage their finances effectively. With a team of experienced professionals, DeBellis Financial Services, Inc. is committed to helping clients achieve their financial goals and secure their future. Whether you need assistance with tax planning, investment strategies, or insurance coverage, this institution is dedicated to providing personalized solutions tailored to your specific needs. Trust DeBellis Financial Services, Inc. for all your financial needs in San Diego.
8910 University Center Ln UNIT 150, San Diego, CA 92122, United States -
Peter Dold - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedPeter Dold - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4510 Executive Drive in San Diego, California, United States, offers a comprehensive range of financial services. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Peter Dold provides expert advice on asset management, investment strategies, estate planning, retirement planning, and insurance products. The institution also offers specialized certifications in areas such as behavioral finance, philanthropy, annuities, senior issues, divorce financial analysis, estate planning, exit planning, and more. With a commitment to excellence and a deep understanding of financial planning principles, Peter Dold is dedicated to helping clients achieve their financial goals and secure their future.
4510 Executive Dr Ste P9, San Diego, CA 92121, United States -
Devon Robb - Financial Advisor, Ameriprise Financial Services, LLC
● OpenDevon Robb - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2150 River Plaza Drive, Sacramento, California, United States. Devon Robb holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Devon Robb is dedicated to providing comprehensive and professional financial advice to individuals and small business owners in Sacramento and beyond.
2150 River Plaza Dr Ste 290, Sacramento, CA 95833, United States -
Edward Jones - Financial Advisor: Lesa Johnson
● ClosedAt Edward Jones - Financial Advisor: Lesa Johnson, located at 4080 Truxel Road in Sacramento, California, you can trust in personalized financial advice tailored to your unique needs and goals. As a trusted financial institution, we prioritize building long-term relationships with our clients to help them achieve financial success. Lesa Johnson and her team are dedicated to providing comprehensive wealth management services, including investment planning, retirement planning, and insurance solutions. Contact us today to start planning for a secure financial future.
4080 Truxel Rd Suite 240, Sacramento, CA 95834, United States -
Jessica Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJessica Van Dyke, a financial advisor at Ameriprise Financial Services, LLC located at 431 Cleveland Street in Woodland, California, offers a range of services to help individuals with their financial needs. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Jessica Van Dyke is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Whether you are a retiree, small business owner, high net worth client, or someone in need of specialized financial planning, Jessica Van Dyke can help you navigate the complexities of financial decision-making. Contact Jessica Van Dyke today to start planning for a secure financial future.
431 Cleveland St, Woodland, CA 95695, United States
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