Insurance strategies in City of Industry, CA
144 results found
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BGI Worldwide Logistics, Inc.
● OpenBGI Worldwide Logistics, Inc. is a premier third-party logistics provider located at 3110 East Vía Mondo, Compton, California, United States. Known for their responsiveness, flexibility, and cost-effective international freight transportation and supply chain management solutions, BGI is dedicated to meeting your specific transportation needs. Their team of logistics specialists will work with you to provide a tailored quote and elevate your logistics game. With a commitment to providing value-added services such as simplified customs clearance, competitive cargo insurance coverage, and advice on supply-chain optimization, BGI ensures that you receive the most reliable and responsive global logistics partner. Their full-service freight forwarding solutions include air, ocean, trucking, rail, and warehousing options to suit your needs.
3110 E Vía Mondo, Compton, CA 90221, United States -
New York Life
● OpenNew York Life is an insurance agency located at 1762 Vista Del Lago, Fallbrook, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time. Their long-term coverage is highly customizable to fit your needs and budget, with the option to invest your policy's cash value in the market. They provide financial support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. The institution offers bundled investments with low fees, designed to help pay for education expenses or provide income for as long as needed. They provide expert guidance to create investment strategies, set up estate plans, and offer insurance options for employees, executives, and small businesses. New York Life has a diverse workforce and has been recognized as an industry leader for over 175 years.
1762 Vista Del Lago, Fallbrook, CA 92028, United States -
Bo Lebherz | Hub International
● OpenBo Lebherz | Hub International is a leading insurance agency located in San Diego, California. With a focus on providing personalized insurance solutions for individuals and businesses, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for home, auto, life, or business insurance, we have the expertise to find the right coverage for your needs. Visit us at 9855 Scranton Road to learn more about how we can help you secure your future.
9855 Scranton Rd #100, San Diego, CA 92121, United States -
Kaufman Dolowich
● OpenKaufman Dolowich is a prestigious law firm located in Sonoma, California, dedicated to providing exceptional legal services to businesses and insurance companies. Recognized as a Best Company to Work For by U.S. News & World Report, our team of experienced attorneys offers innovative and cost-effective strategies to achieve optimal results for our clients. With a focus on building strong relationships and delivering value-oriented solutions, we strive to meet the diverse legal needs of our clients across various industries. Committed to diversity and inclusion, we actively recruit and retain lawyers with diverse backgrounds to better serve our client base, which includes Fortune 500 companies, insurance carriers, municipalities, and more. At Kaufman Dolowich, the client always comes first, and we are dedicated to providing personalized and high-quality legal representation to achieve the best outcomes for our clients.
19327 Sonoma Hwy Suite 100, Sonoma, CA 95476, United States -
Valley Oak Wealth Management
● OpenValley Oak Wealth Management, located at 2 Ranch Drive in Novato, California, is a finance and insurance agency dedicated to guiding clients through their financial journey to retirement and beyond. The experienced team at Valley Oak Wealth Management believes that it is never too early to start planning for the future and they are committed to helping clients as they embark on the next chapter of their lives. With a focus on portfolio diversification, Valley Oak Wealth Management works with each client to determine the best strategy for their individual needs. The team understands that life is unpredictable, which is why they strive to ensure that clients are prepared for anything that may come their way.
2 Ranch Dr, Novato, CA 94945, United States -
Innovative Settlements(R), Life Settlement Experts
● OpenInnovative Settlements(R), Life Settlement Experts is a leading finance, insurance agency, and lawyer institution located on Candlewood Drive in Petaluma, California, United States. With a team of experts specializing in life settlements, they offer innovative solutions for clients looking to maximize the value of their life insurance policies. Whether you are looking to sell your policy or explore other options, Innovative Settlements(R) has the knowledge and experience to help you make informed decisions about your financial future. Trust the experts at Innovative Settlements(R) to provide personalized and professional service to meet your unique needs.
Candlewood Dr, Petaluma, CA 94954, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
3738 Mount Diablo Blvd #306, Lafayette, CA 94549, United States -
Donald Rizzo, Financial Services Professional - New York Life
● OpenDonald Rizzo, Financial Services Professional at New York Life, located at 5850 Gloria Way in Livermore, California, is a trusted finance and insurance agency. With years of experience and expertise in the industry, Donald Rizzo provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Donald Rizzo is dedicated to providing top-notch services and guidance to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.
5850 Gloria Way, Livermore, CA 94550, United States -
Dawn Burton: Primerica - Financial Services
● OpenDawn Burton: Primerica - Financial Services is a reputable finance and insurance agency located at 2500 Old Crow Canyon Road in San Ramon, California. With a focus on helping individuals and families achieve financial security and success, Dawn Burton and her team offer a wide range of services including retirement planning, investment strategies, insurance solutions, and more. Their commitment to providing personalized and comprehensive financial guidance sets them apart in the industry, making them a trusted partner for clients looking to secure their financial future. Visit Dawn Burton: Primerica - Financial Services today to start planning for a brighter tomorrow.
2500 Old Crow Canyon Rd Ste 524, San Ramon, CA 94583, United States -
Allstate Personal Financial Representative: Wayne Reed
● OpenAllstate Personal Financial Representative: Wayne Reed is a finance and insurance agency located at 3667 West 5th Street in Oxnard, California, United States. Wayne Reed is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and insurance solutions. With years of experience in the industry, Wayne Reed provides expert advice and guidance to clients looking to secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Wayne Reed is committed to providing top-notch service and support to help you reach your financial objectives. Visit Allstate Personal Financial Representative: Wayne Reed today to start planning for a brighter financial future.
3667 W 5th St, Oxnard, CA 93030, United States -
Succession Capital Alliance
● OpenSuccession Capital Alliance is an insurance agency located at 4695 Macarthur Court, Newport Beach, California, United States. They specialize in protecting the wealth and legacy of high-net-worth clients in partnership with advisory teams. As the creators of premium financing for life insurance, their experienced team constructs flexible solutions and designs tailored legacy plans for clients nationwide. With their proprietary Capital Maximization Strategy℠, they offer efficient options for permanent life premium payments without liquidating assets. Trusted by advisory teams and high-net-worth clients from coast to coast, Succession Capital Alliance provides education and support for advisors in the premium financing process. Their commitment to servicing cases and maintaining high standards sets them apart in the industry.
4695 MacArthur Ct, Newport Beach, CA 92660, United States -
Testan Law
● OpenTestan Law is a nationally recognized law firm located at 31330 Oak Crest Drive, Westlake Village, California, specializing in Workers’ Compensation and Civil Litigation Consultation & Defense. With a commitment to client service and diversity, the firm handles a wide range of cases including workers' compensation, general liability claims, employment discrimination, and civil matters. With offices across California, Testan Law is well-equipped to handle the litigation needs of insurance carriers, third-party administrators, and self-insured employers in both state and federal court. The firm's practice groups focus on specialized industries such as retail operations, airline transportation, trucking, staffing agencies, municipalities, and more. They provide consultation and defense against allegations of asbestos exposure, labor and employment law violations, Serious & Willful violations, and construction defect claims.
31330 Oak Crest Dr, Westlake Village, CA 91361, United States -
Goharzad Law APC
● OpenGoharzad Law APC, located at 19800 Macarthur Boulevard in Irvine, California, is a law firm led by Attorney Golnoush Goharzad. With a background as a former insurance defense attorney, Ms. Goharzad brings a unique perspective to representing clients in personal injury cases. She has extensive experience working with both plaintiffs and defendants, giving her a deep understanding of insurance companies' tactics to minimize settlements. Ms. Goharzad is dedicated to fighting for justice for injury victims and uses her insider knowledge to build strong cases on behalf of her clients. Whether you have been injured in a car accident, slip and fall, or any other type of incident, she is prepared to help you seek the compensation you deserve.
19800 MacArthur Blvd Suite 300A, Irvine, CA 92612, United States -
Gavel Law Firm, P.C.
● OpenGavel Law Firm, P.C. is a reputable personal injury law firm located at 4100 Latham Street in Riverside, California. Led by experienced attorney Bryan A. Mason, who has insider knowledge of the insurance industry, the firm is dedicated to fighting for the rights of injured individuals in the Inland Empire. With a focus on obtaining maximum compensation for each client, Gavel Law Firm offers personalized legal strategies tailored to the specifics of each case. The firm specializes in various types of personal injury and wrongful death cases, including auto collisions, truck accidents, motorcycle crashes, and more.
4100 Latham St Suite H, Riverside, CA 92501, United States -
Apex Law APC
● OpenApex Law APC is a legal institution located in Thousand Oaks, California, with additional offices in Santa Monica and Westlake Village. Specializing in Real Estate, Environmental, Construction, Financial Services, Insurance, and Complex Commercial Litigation, Apex Law is dedicated to understanding the client's goals to provide customized and efficient legal representation. Founder Tom FitzGibbon brings a wealth of experience in federal court, technology-related matters, and a range of environmental and construction disputes. With a strong focus on delivering timely and successful results, Apex Law offers fair and reasonable fee arrangements tailored to each client's needs. The firm's commitment to excellence and client satisfaction is evident in their track record of successfully handling cases in various industries across California. Contact Apex Law APC for expert legal representation in a wide range of litigation matters.
199 W Hillcrest Dr Suite 115, Thousand Oaks, CA 91360, United States -
AFX Research, LLC
● OpenAFX Research, LLC is an insurance agency located at 999 Monterey Street, San Luis Obispo, California, United States. With over 20 years of experience, AFX Research specializes in providing real estate title research services nationwide to Government Agencies, Environmental Professionals, Insurance Companies, Banks, and Investors. Our reports are guaranteed to be accurate and delivered in a timely manner, with a track record of serving clients with a combined property assessment value of over $250 billion. We offer competitive pricing, quick turnaround times, and the flexibility to customize our research to meet the specific needs of our clients. Trust AFX Research for all your title research needs.
999 Monterey St #380, San Luis Obispo, CA 93401, United States -
Marsh
● OpenMarsh is a leading insurance agency located at 345 California Street in San Francisco, California. With over 150 years of experience, we offer industry-specific expertise, intellectual capital, and global experience to help you manage a range of risks. Our consulting, brokerage, and claims advocacy services utilize data, technology, and analytics to better quantify and manage risk. We provide insights on global commercial insurance premium pricing changes, top risks for 2024 and beyond, and the implications of climate disclosures on businesses. Additionally, we offer guidance on ESG issues, autonomous vehicle technologies, and the construction sector. At Marsh, we are committed to protecting and promoting possibility for our clients, colleagues, and communities. We are proud to sponsor events such as the reinsurance conference in the Cayman Islands and provide essential resources like the Political Risk Report. Trust Marsh as your trusted advisor in risk, strategy, and people.
345 California St, San Francisco, CA 94104, United States -
Regina Mares, Bankers Life Agent
● OpenRegina Mares, Bankers Life Agent is a reputable insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. As a dedicated Bankers Life agent, Regina Mares provides personalized insurance services to help clients protect their financial future. With a focus on customer satisfaction and expert knowledge in the insurance industry, Regina Mares is committed to helping individuals and families find the best insurance solutions tailored to their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Regina Mares is here to assist you every step of the way. Contact Regina Mares, Bankers Life Agent today to secure your peace of mind and safeguard your assets for the future.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Guillermo Calixtro, Bankers Life Agent
● OpenGuillermo Calixtro, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized solutions to meet the individual needs of each client. With a commitment to excellent customer service and a focus on helping individuals protect their financial future, Guillermo Calixtro, Bankers Life Agent is a trusted partner in the insurance industry.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Eddie Kaspar - Prudential Financial
● OpenEddie Kaspar - Prudential Financial is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, 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 protect their assets. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Eddie Kaspar - Prudential Financial is committed to providing top-notch services tailored to your individual needs. Visit us today to learn more about how we can assist you in securing your financial future.
17700 Castleton St #228, City of Industry, CA 91748, United States -
Lindsey Frehner
● OpenLindsey 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.
3811 Valley Centre Dr, San Diego, CA 92130, United States -
Seaton Consulting
● OpenSeaton Consulting is a leading health institution located at 1434 3rd Street, Napa, California, United States. Our team of experienced consultants provides expert advice and guidance in the healthcare industry, helping clients navigate complex challenges and achieve their goals. Whether you are a healthcare provider, insurer, or government agency, Seaton Consulting offers tailored solutions to improve efficiency, quality of care, and overall performance. Trust us to deliver innovative strategies and practical solutions to drive success in the ever-evolving healthcare landscape.
1434 3rd St # 2E, Napa, CA 94559, United States -
Silver Lake Psychology
● OpenSilver Lake Psychology, located at 2615 Camino del Rio South in San Diego, California, is a health institution that believes therapy should be affordable and accessible. They accept most HMO and PPO insurance plans, and offer affordable pricing options for those without insurance. With no wait lists, they are always accepting new clients and offer day, evening, and weekend appointments. The therapists at Silver Lake Psychology have a broad range of expertise and certifications in evidence-based therapy, providing counseling tailored to each individual's specific needs. Their diverse network of therapists allows them to match clients with the best therapist for their unique needs, based on expertise, treatment approach, and personality.
2615 Camino del Rio S Suite 204, San Diego, CA 92108, United States -
Ting & Associates at Merrill Lynch
● OpenTing & Associates at Merrill Lynch is a finance and insurance agency located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. At Ting & Associates, we focus on the bigger picture of what your wealth can do for you, rather than just counting dollars and cents. We work with a diverse clientele, including entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in various industries. Our goal is to help you make informed choices and build a solid foundation for future generations.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States -
John Hancock Financial Network
● OpenJohn 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.
42840 Christy St # 217, Fremont, CA 94538, United States -
Beacon Pointe Advisors
● OpenBeacon 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.
50 W San Fernando St Suite 405, San Jose, CA 95113, United States -
Merrill Lynch Wealth Management
● OpenMerrill 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.
200 E Franklin St, Monterey, CA 93940, United States -
Wilshire Associates
● OpenWilshire 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.
1299 Ocean Ave #700, Santa Monica, CA 90401, United States -
Riordan & Associates
● OpenRiordan & 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.
19744 Beach Blvd #276, Huntington Beach, CA 92648, United States -
Catherine Fullerton - Thrivent
● OpenCatherine 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.
18377 Beach Blvd Suite 215, Huntington Beach, CA 92648, United States
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