Investment platform in California

1031 Exchange Advantage - Plenti Financial is a finance and real estate agency located at 5355 Avenida Encinas, Carlsbad, California, United States. They specialize in utilizing the 1031 Exchange Tax Break, a little known IRS rule, to help clients save 30-40% in unnecessary taxes. As a qualified 1031 Accommodator, Plenti Financial provides step-by-step assistance in navigating the exchange process. Clients can get a Tax Report to understand the taxes their sale will trigger and receive guidance on finding a property that qualifies for a tax-free purchase. Whether buying first and then selling, or selling first and then buying, Plenti Financial ensures a tax-free exchange. With over 40 years of experience, they offer attorney-trained mentors for guidance and support throughout the process.

Omar & Celina Tominna | Mortgage Loan Officers is a finance institution located at 860 Kuhn Drive, Chula Vista, California. With a combined 25 years of experience in Mortgage banking in San Diego County, this husband and wife team is fluent in Arabic and Spanish. Specializing in FHA, VA, Conventional, DSCR & Foreign National loans, they work with a diverse range of borrowers, particularly enjoying assisting first time homebuyers. Their belief in offering exceptional service to their clients drives them to provide guidance and clarity to borrowers making the biggest investment of their lives. Dedicated to communication, they provide personal updates throughout the transaction via text or email. With a commitment to client satisfaction, their services have received 5-star reviews on platforms like Yelp, Zillow, and Google.

BMO, located at 2675 San Bruno Avenue in San Francisco, California, is a full-service bank offering a wide range of banking services for both personal and commercial customers. From everyday banking to investments and lending products, BMO provides comprehensive financial solutions. As a member of FDIC, BMO Bank N.A. ensures that all banking products and services are subject to bank and credit approval. To comply with federal regulations, BMO requires customers to provide identifying information when opening an account. Additionally, BMO advises customers to review the privacy and security policies of third-party websites linked to their platform. Please note that the information provided by BMO is not intended to be tax or legal advice, and customers are encouraged to consult with their independent legal and tax advisors for personalized guidance.

NXTPoint Logistics is a moving company and storage facility located at 14221 Artesia Boulevard in La Mirada, California, United States. In a rapidly changing business environment, it is crucial to strengthen your supply chain to reduce risk and stay ahead of the competition. Choosing the right logistics company is essential, and with NXTPoint Logistics, you don't have to compromise. We offer the strength, resources, and reach of a large provider combined with the responsiveness and flexibility of a small company. We serve a wide range of industries, from manufacturing to retail, ecommerce to medical, with services including warehouse management, transportation management, international freight forwarding, and more. Our transportation and freight management ensure efficient and cost-effective movement of goods, while our warehousing and fulfillment services guarantee timely delivery to customers.

Advanced Credit Therapy, located at 20501 Ventura Boulevard in Los Angeles, California, is a leading finance institution dedicated to helping US residents struggling with debt. With Americans carrying over $1 trillion in credit card debt, our platform connects individuals with experienced debt advisors who can provide the best solutions for their financial situation. To access our program, a hotline is available at (818) 232-7111 for individuals with over $10,000 in credit card debt and unsecured loans. Through our Debt Forgiveness Program, individuals can receive significant reductions in their debt, with up to 70% of the principal and interest owed potentially being forgiven. By successfully completing the program, individuals can free up resources for savings, investments, or other essential expenses. Our experts specialize in helping Americans gain debt forgiveness and recommend the best solutions tailored to each individual's needs. Take control of your financial future and experience the liberating power of debt forgiveness with Advanced Credit Therapy.

BizBuySell is a leading online marketplace for buying and selling businesses. Located at 101 California Street in San Francisco, California, BizBuySell connects business owners and potential buyers, providing a platform to facilitate transactions in a wide range of industries. With a user-friendly interface and a wealth of resources, BizBuySell is a trusted resource for individuals looking to enter the world of entrepreneurship or expand their existing business portfolio. Whether you are looking to sell your business or explore investment opportunities, BizBuySell offers a comprehensive platform to help you achieve your goals.

BMO, located at 3300 Jefferson Street in Napa, California, is a full-service bank offering a range of financial services for personal and commercial customers. From everyday banking to investments and lending products, BMO provides a comprehensive suite of services to meet the needs of its clients. As a member of FDIC, BMO ensures that banking products and services are subject to bank and credit approval. In compliance with federal law, BMO follows strict regulations to verify the identity of individuals and entities opening accounts. Customers may be required to provide personal information and identification documents to meet these requirements. Additionally, BMO advises customers to review the privacy and security policies of third-party websites linked to their platform. It is important to note that the information provided by BMO is not intended to serve as tax or legal advice, and customers are encouraged to consult with their own independent advisors for personalized guidance.

Alamo Capital is a finance institution located at 201 North Civic Drive in Walnut Creek, California, United States. Our top priority is your financial well-being, and our Bond Specialists are ready to assist you with all your investment needs. We provide IRS Forms 1099-R for Retirement accounts starting January 31st, and Forms 1099 for Non-Retirement accounts starting February 15th. Through our platform BOLTS, brought to you by Alamo Capital, you can access a wide variety of bonds ready for trading, including California General Obligation Bonds from the John Swett Unified School District. If your bonds have been called, our advisors are here to help. Contact us today to speak with a knowledgeable Financial Advisor or fill out our form to receive bonds that match your specific criteria. Visit us at our locations in Irvine, CA, Evergreen, CO, Chicago, IL, Matthews, NC, and Westbury, NY.

Zendesk is a customer service software company located at 989 Market Street in San Francisco, California. At Zendesk, we strive to revolutionize the customer experience through innovative AI technology. Our annual CX conference showcases the latest AI innovations that major companies around the world use to power their businesses. With Zendesk for Service, you can provide top-notch support to keep customers loyal and coming back for more. Our platform is designed to save you time and money, with a 286% return on investment over three years according to Forrester. Zendesk is user-friendly and efficient, so you can start solving customer problems right away without the need for a developer army. Join us in delivering the most advanced AI agents in customer experience.

Moneda is a prestigious finance institution located at 840 17th Street in San Diego, California. Known for its expertise in financial services, Moneda offers a wide range of financial solutions to meet the needs of its clients. Whether you are looking for investment advice, wealth management, or assistance with loans and mortgages, Moneda has a team of experienced professionals ready to assist you. With a commitment to excellence and a dedication to customer satisfaction, Moneda is a trusted partner for all your financial needs.

U.S. Bank ATM - Eureka Main is a financial institution located at 735 5th Street in Eureka, California, United States. This institution offers a range of services including borrowing money, investment and insurance products, mortgage and home equity options, as well as credit products. They have experienced loan officers and bankers ready to assist with any loan or mortgage questions. U.S. Bank also provides access to calculators and rate charts to help customers get started. Please note that investment and insurance products and services are not deposits, not FDIC insured, may lose value, and are not guaranteed by the bank. U.S. Bank does not offer insurance products directly but through their affiliate U.S. Bancorp Investments. Additionally, U.S. Bank credit cards are issued by U.S. Bank National Association. Customers should consult their tax and/or legal advisor for advice on their unique financial situation. Please be aware that by visiting the U.S. Bank website, you may be subject to different privacy and security policies. U.S. Bank uses tracking technologies such as cookies for various purposes, including understanding how visitors interact with their website and delivering behavioral advertising on third-party platforms.

Stowell Learning Center, located at 15192 Central Avenue in Chino, California, is a comprehensive solution for individuals struggling with learning disabilities, dyslexia, auditory processing issues, and attention challenges. The center offers intensive programs to help students make up for lost learning and improve their grades at a rapid pace. If you suspect that you or someone you know may have a learning or attention challenge, Stowell Learning Center can help. The center offers a variety of resources, including the LD Expert Podcast with Jill Stowell, available on platforms like YouTube, Spotify, and other podcast players. Additionally, their resources are available in audiobook, paperback, and Kindle formats on Amazon.

ate landscape. With a focus on education, empowerment, and collaboration, W.I.R.E at 805 College Boulevard in Oceanside, California, is more than just a real estate institution—it's a community dedicated to helping individuals achieve their real estate goals and build generational wealth. From networking opportunities to real estate education, investing strategies, and coaching, W.I.R.E provides a platform for individuals to gain knowledge, connect with like-minded professionals, and empower themselves to succeed in the real estate industry. With a mission to highlight real veterans in business, investment, and exit strategies, W.I.R.E aims to support servicemen and women in winning at investing and alternative thinking for passive income.

Vigo is a reputable finance institution located in Lost Hills, California, United States. With a strong track record of providing financial services to individuals and businesses, Vigo offers a wide range of financial products and solutions to meet the diverse needs of its clients. Whether you are looking for personal loans, investment opportunities, or financial planning services, Vigo is dedicated to helping you achieve your financial goals. Trust in Vigo for all your financial needs and experience top-notch service and expertise in the industry.

The Money Market is a finance institution located at 876 The Alameda in San Jose, California, United States. This institution specializes in providing a platform for the buying and selling of short-term financial instruments such as treasury bills, commercial paper, and certificates of deposit. With a focus on liquidity and low-risk investments, the Money Market offers individuals and businesses a secure and efficient way to manage their funds and earn competitive returns. Whether you are looking to invest excess cash or need a short-term borrowing solution, the Money Market is a trusted partner in navigating the financial markets.

Tokens is a unique store located at 40410 California 41 in Oakhurst, California. This institution offers a wide variety of tokens, trinkets, and souvenirs for collectors and enthusiasts alike. From vintage coins to rare collectibles, Tokens has something for everyone. Visit us today and browse our selection of treasures from around the world.

DeHeng Law Offices PC, located at 160 East Tasman Drive in San Jose, California, is a premier law firm dedicated to providing comprehensive legal services to meet the diverse needs of our exclusive clientele. Specializing in immigration law, our experienced team has successfully represented private businesses, public companies, and individuals in a wide range of immigration matters. With a deep understanding of business practices and immigration laws, we offer tailored solutions to help employers and employees navigate the complexities of the immigration process. At DeHeng Law Offices Silicon Valley, we recognize that legal challenges come in many forms. Whether you are a corporation looking to expand, an investor seeking immigration services for a specific investment, or an individual facing immigration obstacles, our team is here to assist you every step of the way. From guiding businesses through growth opportunities to providing personalized immigration solutions for individuals and families, we offer expert advice and support tailored to your unique situation.

Merrill Lynch Wealth Management, located at 90 South E Street in Santa Rosa, California, is a finance institution that offers customizable strategic planning tailored to each client's unique objectives. The experienced financial advisors at this branch provide guidance on retirement income planning, concentrated stock positions, traditional investments, and estate planning services. With a commitment to client service and satisfaction, the advisors collaborate with clients to create financial strategies designed to meet long-term goals. The branch also actively participates in charitable outreach to support local communities. As a Merrill client, you have access to industry-skilled advisors supported by Merrill's wealth planning platform and global financial resources. The institution is currently seeking high achievers in various fields to join their team of financial advisors, offering professional training, mentoring, and technology support. Merrill Lynch Wealth Management has been training financial advisors since 1946, providing them with the critical skills needed to assist individuals in pursuing their financial goals. It's important to note that investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services, each tailored to meet the individual needs of clients.

Amplify Partners is a finance institution located at 800 Menlo Avenue in Menlo Park, California, United States. They are known for being the first investors in many popular technical products. Amplify invests in technical founders who are creating the next generation of applications, tools, and platforms for developers, data teams, ML engineers, and more. The founders of Amplify include Peter Chen, Pieter Abbeel, Rocky Duan, Tianhao Zhang, Glen Takahashi, Caitlin Colgrove, Barry McCardel, Ville Aikas, Matt Moore, Kim Lewandowski, Dan Lorenc, Josh Curl, Tejas Manohar, and Kashish Gupta. They focus on systems, tooling, and platforms that push the boundaries of modern computing, as well as applications of machine intelligence, infrastructure, data stack shaping, and technology that secures enterprise applications and infrastructure.

Merrill Lynch Wealth Management, located at 1111 Broadway in Oakland, California, is a finance institution that offers personalized financial strategies and wealth planning services. The experienced advisors at Merrill Lynch can assist individuals, families, business owners, executives, and institutions in navigating both rising and turbulent markets. In addition to wealth planning advice, the branch also provides retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The financial advisors at Merrill Lynch are dedicated to client service and satisfaction, working closely with clients to identify their goals and create personalized financial strategies. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, helping to maintain vibrant and healthy neighborhoods.

Proxy Freedom is a finance institution located at 877 Ygnacio Valley Road, Walnut Creek, California, United States. Our team of financial professionals is dedicated to providing comprehensive, holistic, and customized wealth management solutions to a select group of clients. We specialize in personalized strategies, investment management, and risk assessment to help optimize your financial goals, preserve assets, and enhance your long-term financial well-being. Our tailored financial planning services include strategic guidance, goal setting, and investment analysis to help you achieve your financial objectives and secure your future. We offer RIA, Insurance, and Private Equity services to make revenue sharing across platforms more accessible for our clients. Our philosophy is built on the foundation of Don’t Invest and Forget™, a theme known throughout the San Francisco Bay Area and beyond. Pat Vitucci began sharing this proactive, goal-based financial planning message over 30 years ago, and his legacy continues through the consultants and team members of Proxy Freedom. Founder and CEO, CJ Davidson, and Managing Partner, Bryan Caulkins, lead the team in redefining what is possible in the pursuit of financial freedom. Our commitment to excellence and focus on our clients' success make us a trusted partner in guiding you through the complexities of the financial landscape. Securities-related services may not be provided to individuals residing in states not listed, and insurance-related services may not be provided to individuals residing in states other than those specified. Advisory Services are offered through PROXY FREEDOM LLC, and Securities are offered through UNITED PLANNERS Financial Services. PROXY FREEDOM, LLC, and United Planners are not affiliated.

Merrill Lynch Wealth Management, located at 150 Parker Street in Vacaville, California, is a leading financial institution offering a wide range of wealth management services. Our experienced advisors work with individuals, families, business owners, executives, and institutions to navigate both rising and turbulent markets. We go beyond traditional wealth planning advice to provide retirement income planning, guidance on concentrated stock positions, and access to estate planning services. Our advisors are dedicated to client service and satisfaction, working closely with clients to understand their personal and professional goals. With access to industry analysts and specialists, we create tailored financial strategies to meet each client's long-term objectives. Additionally, our branch is actively involved in charitable outreach, supporting the communities in which we live and work.

Lucia Capital Group in San Jose, California, is a finance institution dedicated to helping clients achieve their financial goals and plan for a secure future. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals and Chartered Financial Consultants, clients receive personalized financial guidance tailored to their specific needs. The institution offers a fully integrated wealth platform, providing end-to-end investment strategies, asset management, and insurance services. As a client of Lucia Capital Group, individuals can expect a comprehensive financial planning approach, with a focus on retirement planning and achieving financial confidence. With a commitment to transparency and client well-being, the institution serves as a trusted financial coach, helping clients design a personalized game plan and implement investment strategies. By working with Lucia Capital Group, clients can strive for financial confidence and ultimately achieve their life's purpose.

Merrill Edge is a finance institution located at 19376 Stevens Creek Boulevard in Cupertino, California, United States. They offer online investing, trading, brokerage, and advice services. Get started with Merrill Guided Investing and pay $0 in program fees for the first 6 months. Please note that investing in securities involves risks and there is always the potential of losing money. Merrill offers a wide range of brokerage, investment advisory, and other services. Additional information can be found in their Client Relationship Summary. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of BofA Corp.

Merrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.

Merrill Lynch Wealth Management is a finance institution located at 3255 West March Lane in Stockton, California, United States. Our experienced advisors work with individuals, families, business owners, executives, and institutions to address wealth planning challenges and opportunities in both rising and turbulent markets. Our advisors offer financial strategies based on years of combined knowledge and experience in wealth management. Additionally, we go beyond wealth planning advice and guidance by providing retirement income planning, guidance on concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. Our advisors are committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. We are actively involved in charitable outreach to support the communities in which we live and work. As a Merrill client, you have access to industry-skilled advisors supported by investing insights, a disciplined wealth planning platform, and technological resources. Our culture is dedicated to providing ongoing professional training, mentoring, and technology for both new and experienced advisors. We help clients with individually customized investment approaches and wealth management advice, products, and services. Merrill Lynch Wealth Management has been training financial advisors since 1946, offering critical skills and knowledge to assist individuals in pursuing their financial goals. Please note that investing involves risk and you should consult your legal and tax advisors before making any financial decisions.

Merrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.

RPAG is a leading institution located at 120 Vantis Drive, Aliso Viejo, California, United States. We offer premier technology, solutions, and services for elite advisors, institutions, and service providers in the retirement plan industry. Our goal is to create successful outcomes by protecting plan fiduciaries and engaging plan participants. Our innovative retirement plan practice management platform is designed for elite advisors and institutions. We provide actionable insights through efficient and scalable technology, allowing our members to make data-driven decisions for their retirement plan clients. With compelling client deliverables, custom investments, and turnkey solutions, RPAG members gain a unique competitive advantage in the industry.

Peak Wealth Advisors is a finance institution located at 1493 Higuera Street in San Luis Obispo, California, United States. We are dedicated to being your personal guide to financial success, providing personalized service to create stability and security for our clients. As an independent firm free from conflicts of interest, we act as fiduciaries, always putting our client's goals and interests first. Our services include comprehensive financial planning and portfolio management, with expertise in areas such as 401k, 403b, and rollovers. Our investment philosophy is based on academic research and structured portfolios are constructed using passively managed funds for efficiency and tax benefits. Clients have access to a wide range of mutual funds and financial solutions through our open architecture platform. Our team, led by seasoned advisors Don and Helen, is well-versed in professional money management, tax planning, and estate planning.

Merrill Lynch Wealth Management, located at 1020 Marsh Street in San Luis Obispo, California, is a leading finance institution dedicated to helping individuals, families, business owners, executives, and institutions navigate the complexities of wealth planning in both stable and volatile markets. With a team of experienced advisors who offer personalized financial strategies based on years of wealth management knowledge, Merrill Lynch goes beyond traditional advice by providing retirement income planning, guidance on concentrated stock positions, and access to estate planning services through Bank of America. Committed to client service and satisfaction, Merrill Lynch advisors work collaboratively with clients to identify their goals and create tailored financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the institution supports local communities and nonprofit organizations, reflecting a dedication to giving back and maintaining vibrant, healthy neighborhoods.