Integrated financial planning in National City, CA
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City National Bank
● ClosedCity National Bank, located at 1 North Almaden Boulevard in San Jose, California, is a trusted institution specializing in banking and finance services. Our experienced Relationship Managers are dedicated to providing concierge-style service to small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, we offer the financial resources of a global bank with the personalized customer service of a community bank. Visit us today to make an appointment and experience the difference with City National Bank. Our private banking office in San Jose is committed to supporting your vision of living a rich life. Our wealth advisors will work with you to design a comprehensive plan to achieve your financial objectives, from risk management to estate planning. With a focus on integrity and strong client relationships, City National Bank offers a wide range of services including personal, private, and business banking, wealth management, brokerage, leasing, and software solutions. We are dedicated to promoting diversity, equity, and inclusion in the workplace.
1 N Almaden Blvd #100, San Jose, CA 95113, United States -
City National Bank
● ClosedCity National Bank, located at 2011 Palomar Airport Road in Carlsbad, California, is a trusted institution offering a wide range of banking and financial services. Our experienced Relationship Managers are dedicated to providing personalized solutions to help our clients succeed. From personal and business banking to wealth management and software solutions, City National Bank is committed to helping our clients thrive. As a subsidiary of Royal Bank of Canada, we uphold a legacy of integrity and strong client relationships. Choose City National Bank for a customized banking experience that puts your needs first. Visit us today to learn more about how we can help you achieve your financial goals.
2011 Palomar Airport Rd Suite 100, Carlsbad, CA 92011, United States -
City National Bank
● ClosedCity National Bank, located at 2655 Townsgate Road in Westlake Village, California, offers a full suite of personal banking products and services. Our experienced Relationship Managers are ready to assist you in achieving your financial goals. Our private banking office is dedicated to supporting your vision of a rich life, with wealth advisors who will help you design a comprehensive plan to achieve your objectives. From risk management to estate planning, our team is committed to helping you preserve your family's wealth for generations to come. In addition to personal, private, and business banking, City National Bank also offers wealth management, brokerage, leasing services, and software solutions. As a subsidiary of Royal Bank of Canada, one of the world's largest banks, we prioritize integrity and strong client relationships. Choose City National Bank for a personalized experience that goes beyond the competition to help you thrive.
2655 Townsgate Rd, Westlake Village, CA 91361, United States -
National School District Services Center
● ClosedThe National School District Services Center is a primary school located at 1400 N Avenue in National City, California, United States. This institution provides a wide range of educational services and resources to support the students, teachers, and staff within the National School District. With a focus on academic excellence and student success, the National School District Services Center is dedicated to creating a positive and inclusive learning environment for all members of the school community.
1400 N Ave, National City, CA 91950, United States -
Chartwell Financial Advisory, Inc.
● OpenChartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
155 N Riverview Dr #207, Anaheim, CA 92808, United States -
C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298
● OpenC2 Financial, led by Mortgage Advisor Mitch Palmer, is a top-rated finance institution located at 16486 Bernardo Center Drive in San Diego, California. Mitch Palmer, a former NFL player turned mortgage advisor, brings a wealth of experience and dedication to helping clients achieve their dream of homeownership. With a background in economics and a family history in real estate and mortgage, Mitch is committed to providing fair and competitive rates with integrity and professionalism. As a licensed real estate professional in California since 2002, Mitch understands the value of hard work and dedication, which he brings to every real estate transaction. With a focus on personalized service and communication, Mitch partners with successful realtors to provide top-notch financing solutions for their clients. Whether you are looking to purchase a new home or refinance your current one, Mitch is dedicated to finding the right mortgage that aligns with your financial goals.
16486 Bernardo Center Dr Ste 228, San Diego, CA 92128, United States -
Mahdion Financial & Insurance Center
● OpenWelcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
9330 Scranton Rd UNIT 250, San Diego, CA 92121, United States -
Record Nations
● ClosedWelcome to Record Nations Monterey, your local partner for comprehensive document management solutions, conveniently located at 2 Harris Court, Monterey, California 93940. Specializing in storage and scanning services, we cater to both small and large-scale document needs with precision and care. Our Services:
2 Harris Court, Monterey, California 93940, United States -
Record Nations
● ClosedWelcome to Record Nations Ventura – Your Premier Document Scanning & Management Partner Located at 1710 Donlon Street, Ventura, California 93003, Record Nations specializes in transforming your document management practices through cutting-edge digital solutions. Whether you're a business seeking to streamline operations or a homeowner looking to secure personal information, we have the expertise and services to meet your needs.
1710 Donlon Street, Ventura, California 93003, United States -
Record Nations
● ClosedWelcome to Record Nations Oxnard, your trusted partner in revolutionizing document management and storage solutions. Conveniently located at 1100 Teakwood Street, Oxnard, California, we specialize in helping businesses and residents transform their document handling processes through state-of-the-art scanning and storage services. At Record Nations, we understand the challenges of managing vast amounts of information. Our expert providers are dedicated to converting your paper documents, microfilm, maps, blueprints, and more into organized digital formats, making your data easily accessible, searchable, and secure. Whether you're a small business or a large corporation, our tailored solutions are designed to meet your specific needs, ensuring compliance and enhancing operational efficiency.
1100 Teakwood Street, Oxnard, California 93033, United States -
Record Nations
● ClosedWelcome to Record Nations Camarillo, your trusted partner for comprehensive document management solutions. Conveniently located at 1161 Calle Suerte, Camarillo, California 93012, we specialize in providing efficient and secure document scanning, storage, and destruction services tailored to meet the needs of both individuals and businesses in the local and surrounding areas. At Record Nations, we understand the importance of keeping your documents organized, secure, and easily accessible. Whether you're a small business looking to digitize a limited number of documents or a large organization in need of extensive document management solutions, our dedicated team is here to assist you every step of the way. With over two decades of experience serving a variety of industries across the United States and Canada, we have the expertise to handle projects of all sizes and complexities.
1161 Calle Suerte, Camarillo, California 93012, United States -
Record Nations
● ClosedWelcome to Record Nations Camarillo, your trusted partner for document scanning and management solutions. Located at 1221 Avenida Acaso, Camarillo, California 93012, we specialize in transforming your document management processes, helping businesses and individuals transition seamlessly to the digital age. Our Services:
1221 Avenida Acaso, Camarillo, California 93012, United States -
Record Nations
● ClosedRecord Nations: Your Premier Document Scanning & Management Partner in Moorpark, California Welcome to Record Nations, located at 4263 Tierra Rejada Road, Moorpark, California 93021. We are your local experts in document scanning and management, dedicated to transforming how businesses and homes manage their information. Our advanced services are tailored to meet the needs of businesses and individuals alike, offering a seamless transition from paper to digital.
4263 Tierra Rejada Road, Moorpark, California 93021, United States -
Record Nations
● ClosedWelcome to Record Nations Seal Beach, your trusted partner for comprehensive document management solutions. Conveniently located at 1077 Pacific Coast Highway, Seal Beach, California, we specialize in providing top-notch storage and scanning services tailored to meet the unique needs of both businesses and residents in the area. At Record Nations, we understand the importance of efficient document management. Whether you have a small quantity of documents to scan or require extensive storage solutions, our dedicated team is here to assist you every step of the way. With over two decades of experience serving various industries across the United States and Canada, we pride ourselves on delivering exceptional service and expertise.
1077 Pacific Coast Highway, Seal Beach, California 90740, United States -
Record Nations
● ClosedWelcome to Record Nations, your trusted partner in comprehensive document management services located at 32158 Camino Capistrano, San Juan Capistrano, California 92675. Specializing in small quantity walk-in scanning, Record Nations is the perfect solution for individuals and businesses seeking to efficiently digitize their documents. Our dedicated team has been serving various industries and residents across the United States and Canada for over two decades, delivering exceptional document management solutions tailored to your needs. At Record Nations San Juan Capistrano, we collaborate with local contractors to offer a wide array of services including document scanning, storage, destruction, and management for projects of any size. Whether you need to scan a few documents or manage a large volume, our experts are here to guide you through every step of the document lifecycle, ensuring the safety and organization of your data.
32158 Camino Capistrano, San Juan Capistrano, California 92675, United States -
City National Bank
● ClosedWelcome to City National Bank in El Segundo, California, where we have been dedicated to relationship banking for over 70 years. Conveniently located at 2231 Rosecrans Avenue, our bank offers a comprehensive range of personal banking products and services tailored to meet your unique needs. Our El Segundo private banking office is committed to supporting your vision of a prosperous life. At City National Bank, you will receive personalized counsel from our experienced wealth advisors, who are devoted to helping you achieve your financial objectives through a well-crafted, comprehensive plan.
2231 Rosecrans Avenue, El Segundo, California 90245, United States -
City National Bank ATM
● OpenWelcome to City National Bank ATM, conveniently located at 2231 Rosecrans Avenue, El Segundo, California 90245. For over 70 years, City National Bank has specialized in relationship banking, offering a comprehensive range of personal banking products and services tailored to meet your financial needs. Our El Segundo private banking office is dedicated to supporting your vision of living a rich and fulfilling life. With the guidance of our experienced wealth advisors, we help you achieve your financial objectives by crafting personalized plans that align with your goals. At City National Bank, we pride ourselves on delivering a personal touch, ensuring each client receives the attention and expertise they deserve.
2231 Rosecrans Avenue, El Segundo, California 90245, United States -
City National Bank
● ClosedWelcome to City National Bank, your trusted partner in finance and banking located at 100 Oceangate, Long Beach, California. As a premier financial institution, we pride ourselves on delivering concierge-style service to businesses of all sizes—from small startups to large enterprises. Our dedicated relationship managers bring years of experience and a personalized approach to meet your unique business banking needs. At our Long Beach private banking office, we are committed to supporting your vision of a rich and fulfilling life. Our seasoned wealth advisors work closely with each client to craft comprehensive financial plans aimed at achieving your specific goals. Whether it's personal banking, private banking, or business solutions, we offer a wide array of services including wealth management, brokerage, leasing, and innovative software solutions.
100 Oceangate, Long Beach, California 90802, United States -
City National Bank ATM
● OpenCity National Bank ATM - Long Beach Welcome to City National Bank ATM, conveniently located at 100 Oceangate, Long Beach, California 90802. As a cornerstone of financial services in the Long Beach community, we offer more than just banking; we provide a concierge-style service designed to meet the unique needs of each client. Whether you're a small business owner or managing an enterprise-level company, our dedicated and experienced Relationship Managers are here to support your financial journey.
100 Oceangate, Long Beach, California 90802, United States -
American Financial Network, Inc.
● ClosedWelcome to American Financial Network, Inc., your trusted partner in navigating the world of finance and real estate. Conveniently located at 8505 East Florence Avenue, Downey, California 90240, we are dedicated to providing our clients with valuable tools and expert guidance to make informed financial decisions. Our calculator tools are available as a courtesy, offering estimates to help you plan your financial future. For personalized advice tailored to your specific needs and circumstances, consult with one of our licensed Loan Originators. As the vibrant summer season approaches, the real estate market is bustling with activity. Whether you're a buyer searching for your dream home or a seller looking to maximize your property's curb appeal, we're here to support you every step of the way. Our comprehensive blog posts offer practical tips and strategies for both buyers and sellers, ensuring you make the most of the current market dynamics.
8505 East Florence Avenue, Downey, California 90240, United States -
Luis Acosta - State Farm Insurance Agent
● ClosedWelcome to the Luis Acosta State Farm Insurance Agency located at 7023 Somerset Boulevard in Paramount, California. Our agency serves all areas of Los Angeles and Orange County, providing Auto, Home, Life, and Health Insurance to the community. Our team is dedicated to building relationships based on honesty and integrity, offering professional recommendations tailored to each customer's insurance needs. Whether you're looking for tips on teaching a teen to drive safely, dealing with flood damage to your car, or driving on rural roads, we are here to help. Our mission is to help our Good Neighbors protect their future with personalized insurance plans.
7023 Somerset Blvd, Paramount, CA 90723, United States -
Luis Acosta - State Farm Insurance Agent
● ClosedWelcome to Luis Acosta - State Farm Insurance Agent located at 11441 Atlantic Avenue in Lynwood, California. Our agency offers a range of insurance services including car, life, health, and more. We are conveniently located on Atlantic Ave between Imperial Hwy and the 105 freeway, just one block south of Martin Luther King Jr Blvd. Our team is dedicated to providing personalized insurance plans for our Good Neighbors in the community. We are committed to building relationships based on honesty and integrity, and strive to provide professional recommendations based on your individual insurance needs.
11441 Atlantic Ave, Lynwood, CA 90262, United States -
Caremore Medical Group
● OpenCarelon Health, formerly known as CareMore Medical Group, is a leading healthcare institution located at 7624 Painter Avenue, Whittier, California. Our institution offers Advanced Primary Care services to Medicare Advantage members in various states, including Arizona, California, Nevada, and Virginia. We focus on providing personalized, whole-person care that goes beyond just treating physical symptoms. Our team of dedicated doctors and nurses prioritize the well-being of each patient, taking the time to listen and truly understand their unique healthcare needs. Whether you are looking to maintain your health or manage a serious, chronic condition, our Advanced Primary Care program is designed to help you achieve your health goals.
7624 Painter Ave, Whittier, CA 90602, United States -
Peter Feldenheimer & Associates
● ClosedPeter 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.
1134 Crane St # 222, Menlo Park, CA 94025, United States -
Ccmsi
● OpenCCMSI is an insurance agency located at 1800 Sutter Street, Concord, California, United States. We understand that every client has unique visions and goals, which is why we deliver solutions that achieve results. With over thirty years of experience, we provide innovative risk management solutions to help companies reach higher while risking less. As the nation's largest independent third-party administrator, we believe in honesty, integrity, and the use of progressive technology to serve our clients. Our iCE system offers advanced analytical capabilities and ease of use, making it the best in class RMIS system. Our clients have expressed their satisfaction with our fast and efficient claims handling and quality of service. Partner with CCMSI for exceptional claim management and value in auto, general liability, and workers compensation. Join us in creating partnerships and achieving results through our passionate problem solvers and innovative technology. CCMSI is an Affirmative Action / Equal Employment Opportunity Employer.
1800 Sutter St # 200, Concord, CA 94520, United States -
Erol Hassan - State Farm Insurance Agent
● ClosedErol Hassan - State Farm Insurance Agent is an established insurance agency located at 3540 Highland Avenue in Manhattan Beach, California. Erol Hassan, a graduate of Cal State Los Angeles and a State Farm Agent since 1976, is dedicated to providing quality insurance services to the community. As an Air Force veteran, Erol Hassan brings a sense of commitment and integrity to his work. At Erol Hassan - State Farm Insurance Agent, clients can open a 529 college savings plan account to help save for future higher education expenses. The agency also offers advice on investing in bond funds for a more secure financial future. In addition, they provide tips on DIY auto maintenance to help combat rising auto repair costs.
3540 Highland Ave, Manhattan Beach, CA 90266, United States -
The Castillo Law Office
● OpenThe Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.
1939 Harrison St #710, Oakland, CA 94612, United States -
The Castillo Law Office
● OpenThe Castillo Law Office is a high-quality legal institution located at 4400 Keller Avenue in Oakland, California. The firm is led by Attorney Castillo, a former extern for a federal judge, who provides aggressive advocacy to pursue the best possible outcome for clients. Attorney Castillo is a member of The National Trial Lawyers: Top 100 Trial Lawyers and has received prestigious awards for his professionalism and integrity. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. Attorney Castillo has a successful track record, including the dismissal of a murder conviction and winning a case with a life sentence. The firm represents clients throughout Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, as well as Alameda and Contra Costa counties.
4400 Keller Ave #181, Oakland, CA 94605, United States -
Institute of Applied Psychology
● OpenThe Institute of Applied Psychology, located at 1021 Anacapa Street in Santa Barbara, California, is a health institution focused on integrating psychological, physical, and spiritual principles in private practice. Led by Dr. Marcia L. Pressman, a licensed clinical psychologist with a background in philosophy, art history, and psychology, the institute offers a unique approach to healing and personal growth. Dr. Pressman has worked with various organizations, including the National Football League, on studies related to stress and performance under pressure. Additionally, the institute offers workshops on spiritual maturity and personal development. In addition to Dr. Pressman, the institute also features Bill Poett, a master trainer with expertise in peak performance and combat training techniques. Bill's workshops, part of The Warrior-Heart Project, focus on transformation and personal growth through experiential learning.
1021 Anacapa St, Santa Barbara, CA 93101, United States -
Jason Sliwoski - State Farm Insurance Agent
● ClosedJason Sliwoski - State Farm Insurance Agent is a trusted insurance agency located at 2801 Townsgate Rd, Westlake Village, California, United States. As March approaches, it's a great time to plan for the unexpected. Our office is offering no-obligation life insurance consultations to ensure your family is protected in case of emergencies. We also provide pet insurance to safeguard your furry friends against unexpected expenses. With our holiday saving tips, you can be eco-friendly, save on gifts, and keep extra money in your pocket. We believe in being an integral part of the community and making a difference in the lives of our customers. Our mission is to guide you in protecting your assets and securing a stable future. In times of need, we are here to help you recover and navigate life's challenges.
2801 Townsgate Rd Ste 128, Westlake Village, CA 91361, United States
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