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TOP 30 Investment management services in National City, CA
283 results found
Search for local businesses, places and services near you
State Farm Insurance: Chip Stassel, Agent
State Farm Insurance: Chip Stassel, Agent is an insurance agency located at 2855 East Coast Highway in Newport Beach, California. As a State Farm agent, Chip Stassel provides a range of insurance options, including Rideshare Driver Coverage for those who work in the ridesharing industry. The agency also offers tips for rural road driving safety and signs that indicate the need for rewiring a house. Please note that sensitive personal information should not be shared on the website, and if you are having trouble accessing the site, you can call (949) 723-4000 for assistance. State Farm Life Insurance Company and State Farm Life and Accident Assurance Company offer life insurance and annuities, while deposit products are provided by U.S. Bank National Association.
Eric Lenahan - State Farm Insurance Agent
Eric Lenahan - State Farm Insurance Agent is an insurance agency located at 1066 Bolsa Avenue, Seal Beach, California. With a BS Degree from California State University Long Beach, Eric Lenahan has a wealth of experience in the insurance industry. As a third-generation Seal Beach resident, Eric is deeply involved in the community, having served as the past Director of the Seal Beach Chamber of Commerce and the past President of Seal Beach Pony Baseball and Softball. His office is licensed in California and Arizona, making him the go-to agent for multi-state insurance needs. As the new year begins, it's important to review your insurance policies to ensure they still meet your needs. Eric Lenahan and his team are dedicated to helping you make positive changes and set new goals for the future. Whether you have questions about your coverage or need assistance, they are here to help.
Neil Estrada - State Farm Insurance Agent
Neil Estrada - State Farm Insurance Agent is an insurance agency located at 355 Bristol St, Costa Mesa, California, United States. Please note that auto online quoting is not available at this time, so it is recommended to contact the agency for a quote. The team at State Farm Insurance is dedicated to serving all your financial and insurance needs. They offer tips to help you avoid the dangers of drinking and driving, as well as tools to compare insurance costs for motorcycles. The friendly staff, including Neil Estrada, Matt Baloloy, and Kate Estrada, are fluent in English and Tagalog. For pet insurance, they offer protection for your furry friends to keep them healthy and happy. Additionally, they provide information on investment options and caution against including sensitive personal information in communications. State Farm also offers life insurance, annuities, and deposit products through U.S. Bank National Association. It is important to read the terms and conditions carefully before making any decisions. For pet insurance, products are underwritten by American Pet Insurance Company and ZPIC Insurance Company. State Farm is not affiliated with Trupanion or American Pet Insurance. Rocket Mortgage, LLC is also associated with State Farm, offering mortgage services in various states. State Farm VP Management Corp. is a separate entity that provides banking and insurance products. It is advised to consult a tax or legal advisor for personalized advice.
Connie Hwang - State Farm Insurance Agent
Connie Hwang - State Farm Insurance Agent is a reputable insurance agency located at 285 Imperial Highway in Fullerton, California. With over 6 years of insurance experience, Connie is licensed for notary services and is bilingual in Mandarin. The institution is actively involved in various organizations such as the Ca Asian Insurance and Financial Professional Assoc, Chinese Chamber of Commerce, Asian Business Association, Taiwanese American Professionals TAP LA, and National Association of Asian American Professionals. Connie Hwang provides valuable information on topics such as the Public Service Loan Forgiveness program, rural road driving safety, and railroad crossing precautions. The institution also offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Additionally, Connie Hwang - State Farm Insurance Agent partners with U.S. Bank National Association for deposit products and credit card services. Investors can access important information on investment objectives and risks through State Farm VP Management Corp. Customers can reach out for assistance by calling (714) 213-8518. Please note that neither State Farm nor its agents provide tax or legal advice, and customers are advised to consult a professional for personalized guidance.
Luis Acosta - State Farm Insurance Agent
Welcome 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.
Maria Rodriguez - State Farm Insurance Agent
Maria Rodriguez - State Farm Insurance Agent is an insurance agency located at 212 South Atlantic Boulevard in Los Angeles, California. We offer a range of services to help you protect your financial future, including tips on avoiding the dangers of drinking and driving, financial calculators to help you make informed decisions, and guidance on monitoring and improving your credit score. Our team is committed to safeguarding your personal information and providing assistance to those using screen readers. We also offer investment options through State Farm VP Management Corp, as well as life insurance and annuities through State Farm Life Insurance Company. Deposit products are available through U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Please note that investing involves risk, and it's important to consult a tax or legal advisor for personalized advice. Contact us today at (323) 838-3660 for more information.
Ernie Bolanos - State Farm Insurance Agent
Ernie Bolanos - State Farm Insurance Agent is a reputable insurance agency located at 23822 Valencia Boulevard in Santa Clarita, California, United States. They offer a range of insurance services including healthcare plans for couples, auto insurance, life insurance, and pet insurance. The agency is committed to helping clients manage risks in everyday life with integrity and professionalism. Their team provides remarkable service and has been recognized as one of the top insurance agencies in Santa Clarita. Clients can contact them at (661) 200-7260 for assistance. Additionally, the agency provides information on investment options, credit card services, and pet insurance. They work with reputable partners such as U.S. Bank National Association and Trupanion to offer comprehensive insurance solutions. State Farm VP Management Corp. is a separate entity that provides banking and insurance products. Clients are advised to consult a tax or legal advisor for personalized advice.
Arctic Cascade
Arctic Cascade is a leading institution in the food, grocery, and supermarket industry, located at 1520 National Drive in Sacramento, California, United States. As a proud member of the Core-Mark family, Arctic Cascade is dedicated to providing fresh solutions for the convenience store industry. Our top priority is delivering exceptional customer experiences, whether for independent stores or large chain operators. Our culture is rooted in innovation, integrity, and a daily commitment to our customers' success and growth. We are known for crafting pioneering programs and offering best-selling products, making us the largest and most highly-regarded marketer of consumer goods in North America.
Wolfsdorf Rosenthal LLP
Wolfsdorf Rosenthal LLP is a leading institution located at 428 Alice Street in Oakland, California, United States. Specializing in finding the best immigration avenues for investors, they have developed WRapid™ and WRapid™ Global, an Enterprise Resource Planning software for business immigration. This software, built on a Salesforce platform, is the leader in the field of Immigration Management Systems and has been recognized with the 2023 “Trailblazer in Legal Technology” award by The National Law Journal. WRapid™ empowers human resource professionals with robust analytics, reporting, budgeting, forecasting, and case processing efficiencies. The software features automation and advanced bots like WRosie and WRay, providing a critical advantage in evaluating immigration risk for pre-hires. The capabilities of the system are limitless, making it a valuable tool for businesses navigating the complex world of immigration.
The Fireside Apartments
The Fireside Apartments, located at 115 Shoreline Highway in Mill Valley, California, is a unique community that offers housing for families, seniors, and individuals with special needs. The property features a mix of low-rise buildings and the preserved historic Fireside Inn building, which now serves as management offices and a community center with amenities such as a computer lab and a "Kiddie Corner" for residents. Developed by Citizens Housing Corporation and later transferred to Eden Housing, Inc., The Fireside offers a range of supportive social services in partnership with Homeward Bound of Marin and Marin County Community Mental Health. The community is transit-oriented and located in Marin County, providing residents with easy access to transportation options and nearby amenities.
Kenny Realty
Kenny Realty, located at 100 Arroyo Drive in South San Francisco, California, is a reputable real estate agency specializing in Multi Unit and Single Family Residential Property Management and Real Estate Sales for over 50 years. Serving San Francisco and San Mateo Counties, Kenny Realty offers professional property management and real estate services to investors, sellers, and buyers in the San Francisco Bay Area. With a focus on expert market analysis, tenant screening, rent collection, maintenance coordination, and detailed financial reporting, Kenny Realty ensures that your investment properties are managed efficiently and effectively. They also provide assistance with tenant evictions and offer a variety of rental properties for those seeking a new home.
Eastern Villa Apartments
Eastern Villa Apartments, located at 3121 Eastern Avenue in Sacramento, California, is managed by HomeRiver Group, the premier property management company in the area. With a focus on acquisition, renovation, leasing, management, maintenance, and brokerage, HomeRiver Group ensures that your property is their top priority. Whether you're a property owner looking for top-notch management services or a tenant searching for a new home, Eastern Villa Apartments offers a seamless partnership process that is efficient and rewarding. With HomeRiver Group's national platform and local expertise, clients can expect dedicated service and centralized operations to meet their unique needs.
Michael Passarelli - State Farm Insurance Agent
Welcome to Michael Passarelli - State Farm Insurance Agent, located at 1404 Main Street in Newman, California, United States. As a State Farm Agent based in California, our team is dedicated to assisting individuals from all corners of the state in navigating the uncertainties of daily life. We take pride in being active members of the Newman Rotary Club and the Newman Chamber of Commerce, and are committed to providing unwavering support to our local community. Whether you are buying a new car, driving in rural areas, or looking to protect your personal information, we are here to help.
Andrea Brandt - State Farm Insurance Agent
Andrea Brandt - State Farm Insurance Agent is a local insurance agency located at 934 7th Street in Los Banos, California. The agent, Andrea Brandt, is a proud graduate of Los Banos High School and holds a Bachelor of Science in Economics from Cal Poly San Luis Obispo and a Doctorate from Golden Gate University. With 21 years of experience as an agent, Andrea is dedicated to helping the diverse community with their insurance needs. The agency offers services for car insurance, life insurance, and more. Michelle, a customer service specialist with 18 years of experience, is licensed in property and casualty, life, and health insurance. She is the go-to person for all auto insurance needs and can also assist with life insurance. The agency's mission is to help people manage risks, recover from unexpected events, and realize their dreams.
New York Life
New York Life is an insurance agency located at 1000 South Broadway, Santa Maria, California, United States. They offer permanent policies with guaranteed death benefits and cash value that grows over time, customizable long-term coverage, and the ability to invest policy cash value in the market. They provide protection for everyday tasks, lost income due to illness or injury, professionally managed investments, and options for paying for education expenses. New York Life also offers guidance on creating investment strategies, estate planning, and insurance options for employees, executives, and small business owners. With over 12,000 agents nationwide, they tailor flexible solutions to meet individual needs and budgets, providing resources such as articles, guides, and financial calculators. Committed to diversity, responsibility, and service, New York Life has a long history of fulfilling promises, responsible investing, and community engagement. They have the highest financial strength ratings and are dedicated to making a positive impact through charitable giving and volunteer efforts. Their mission is to help individuals, families, and communities thrive, reflecting the diverse communities they serve. New York Life Foundation supports local and national grant opportunities for educational enhancement, childhood bereavement, community efforts, and workplace initiatives. They have also launched initiatives to address the racial wealth gap and expand economic opportunity. With a focus on making the world a better place, New York Life is dedicated to engaging with communities and bringing people together.
Bankers Life
Bankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!
Alfredo Gonzalez Jr. - State Farm Insurance Agent
Alfredo Gonzalez Jr. - State Farm Insurance Agent is an insurance agency located at 10844 Atlantic Avenue in Lynwood, California, United States. Our office is conveniently situated on Atlantic Avenue between Abbott Rd and Imperial Hwy, across the street from McDonalds. We offer a range of insurance services including auto, life, health, and more. Our agency has been serving customers since 2007 and our State Farm Agent in Lynwood since 2013. We are licensed to do business anywhere in the state and have clients from California, Arizona, and Oregon. As a State Farm representative, we offer commercial auto insurance, life insurance, health insurance, and pet insurance. Our mission is to help individuals manage risk through personalized insurance and financial service options. We strive to be there for our customers when they need us most and to make our community a better place through information and involvement.
Carl Ferraro - State Farm Insurance Agent
Carl Ferraro - State Farm Insurance Agent is a reputable health and insurance agency located at 7923 Warner Avenue in Huntington Beach, California. Licensed in Arizona, Nevada, Oregon, and California, our corporate office is based in Huntington Beach. With over 44 years of experience as a State Farm agent, we offer assistance with auto, home, renters, life, and business insurance. Our team of 12 licensed members has a combined experience of over 100 years in helping people with their insurance needs. Feel free to contact us via call or text at 800-367-6861 for a quote today. We provide tips on driving safely on rural roads, managing credit card usage, and understanding the impact of key person disability or death in a small business. Our team leaders, including those who speak Spanish, are ready to assist you with any queries or concerns. For accessibility issues, please call (800) 367-6861.
Eric Smith - State Farm Insurance Agent
Eric Smith - State Farm Insurance Agent is a trusted insurance agency located at 12555 High Bluff Drive, San Diego, California. They offer a range of insurance products and services to help protect what is important to the people of Del-Mar, North County, and Southern California. With a customer-centric focus, their dynamic team has over 50 years of collective experience in the industry. They aim to provide a distinct and delightful experience for their customers, ensuring that their needs are met and valued. In addition to insurance services, Eric Smith - State Farm Insurance Agent also provides valuable information on topics such as child identity theft, managing finances, and DIY auto maintenance. They prioritize customer security and privacy, advising against sharing sensitive personal information online.
7 Figures Funding SE LA - Costa Mesa
7 Figures Funding SE LA - Costa Mesa is a finance institution located at 600 Anton Boulevard in Costa Mesa, California. Specializing in providing funding solutions for businesses and individuals, this institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, 7 Figures Funding SE LA - Costa Mesa offers a range of services including loans, investments, and financial planning. Whether you are looking to start a new business, expand an existing one, or simply manage your personal finances more effectively, this institution is committed to providing the support and expertise you need. Visit 7 Figures Funding SE LA - Costa Mesa today to learn more about how they can help you reach your financial objectives.
Rich Costello - State Farm Insurance Agent
Rich Costello - State Farm Insurance Agent is an insurance agency located at 31200 Via Colinas, Westlake Village, California, United States. We offer a wide range of insurance products including Auto, Life, Health, and Financial Services. Our agency now also offers Pet Insurance to help you protect your furry loved ones. In addition to providing insurance products, we are dedicated to helping you manage the risks of everyday life, recover from the unexpected, and realize your dreams. Our team is committed to assisting you with all your insurance needs, whether it's narrowing the retirement savings gap for women or offering advice on DIY auto maintenance.
Joe Montague Agency
The Joe Montague Agency is an insurance agency located at 6670 Glade Avenue, Suite 124, Woodland Hills, CA 91303 in Los Angeles, California. Our focus is on empowering clients with education and knowledge about their health insurance benefits. Whether it's assistance with applications or claims processing, we provide support to both individual clients and groups. At Joe Montague Agency, we prioritize our clients' interests, needs, and budget, ensuring they understand how their insurance works. We work closely with payroll and HR departments to streamline administration and provide direct assistance to employees, acting as an extension of the HR department.
IMC
IMC is a leading moving company located at 747 East 11th Street, Tracy, California, United States. Specializing in marine drayage, equipment storage, expedited services, and more, IMC has been in the business for over forty years. With a national network and a team of 2,200 drivers, IMC is dedicated to keeping the supply chain moving efficiently and effectively. The company prides itself on its family-oriented environment, providing drivers with a healthy work-life balance and opportunities for growth and advancement. Drivers at IMC have praised the company for its supportive management, top-notch trucks, and flexible scheduling.
Paradise Valley Federal Credit Union
Paradise Valley Federal Credit Union is a trusted financial institution located at 2700 East 4th Street in National City, California. As a member-owned credit union, Paradise Valley offers a wide range of financial services including savings accounts, checking accounts, loans, and investment opportunities. With a convenient ATM on site, members can easily access their funds and manage their finances. Join Paradise Valley Federal Credit Union today and experience personalized service and competitive rates in a welcoming and community-focused environment.
Wells Fargo Bank
Wells Fargo Bank is a trusted financial institution located at 1199 Highland Avenue in National City, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With a convenient ATM on site, customers can easily access their funds and manage their finances. Known for its commitment to customer service and financial expertise, Wells Fargo Bank is a reliable choice for all your banking needs.
Shannon Purmalis - State Farm Insurance Agent
Shannon Purmalis - State Farm Insurance Agent is a trusted insurance agency located at 891 Baker Street in Costa Mesa, California. Shannon, a licensed State Farm agent, is dedicated to helping you with your insurance needs in California. Whether you are looking for car insurance to protect you on the road or life insurance to provide financial security for your loved ones, Shannon can assist you in finding the right coverage. The office is conveniently located just south of the 73 Freeway, at the corner of Baker and Bear. Shannon is a proud wife, mother, and grandmother who enjoys staying active with activities like pickleball, paddle-boarding, and snow skiing. She is also actively involved in supporting young women through the South Coast Chapter of the National Charity League.
U.S. Xpress Enterprises
U.S. Xpress Enterprises is a leading moving company located on East Ana Street in Compton, California. As one of the nation's largest truckload carriers, we are dedicated to providing reliable and efficient transportation services. We are constantly investing in new technologies to improve the shipping experience for our customers today, while also developing innovative business models for the future. At U.S. Xpress, you have the power to personalize and improve your shipping experience. Save time and hassle by choosing us for all your transportation needs.
U.S. Bank Branch
The U.S. Bank Branch located at 22 East 8th Street in National City, California, is a trusted financial institution offering a wide range of banking services to help individuals and businesses manage their finances. With a commitment to providing excellent customer service, competitive rates, and innovative financial solutions, this branch is dedicated to helping customers achieve their financial goals. Whether you need a checking account, savings account, loans, or investment services, the knowledgeable staff at the U.S. Bank Branch is here to assist you every step of the way. Visit us today to experience the difference of banking with U.S. Bank.
Frank Lew - State Farm Insurance Agent
Frank Lew - State Farm Insurance Agent is an insurance agency located at 1511 Taraval Street in San Francisco, California. Specializing in Auto and Homeowners insurance, the agency offers free insurance proposals throughout California, with a focus on the Bay Area. With over 28 years of State Farm experience, Frank Lew has been a State Farm Agent since 1998. The team at Frank Lew - State Farm Insurance Agent prioritizes listening to the needs of each policyholder to help them make well-informed insurance decisions. They emphasize the importance of life insurance to protect loved ones. The agency offers online AUTO quoting and encourages individuals to reach out for a quote.
Rona Stefani - State Farm Insurance Agent
Rona Stefani - State Farm Insurance Agent is a trusted insurance agency located at 1813 El Camino Real in Burlingame, California. As your insurance ally, Rona Stefani believes in providing you with confidence and protecting your dreams, rather than just policies and bills. With a genuine commitment to exceptional service and a deep understanding of the insurance landscape, Rona is here to guide you through the maze of options, helping you find the perfect coverage that fits your unique needs and budget. Rona Stefani has been a long-time local resident and looks forward to helping you with all your insurance needs. Whether you are starting a small business or looking to save money on auto repair costs by doing maintenance at home, Rona can provide you with valuable advice and assistance.
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