Investment services in Placentia, CA
22 results found
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U.S. Bancorp Investments - Financial Advisors: Placentia
● ClosedU.S. Bancorp Investments - Financial Advisors in Placentia, California, is a leading finance institution dedicated to providing expert investment advice and financial planning services to individuals and businesses. Located at 201 Yorba Linda Boulevard, our team of experienced financial advisors is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, our knowledgeable advisors are here to guide you every step of the way. Trust U.S. Bancorp Investments - Financial Advisors in Placentia to help you make informed decisions and build a solid financial foundation.
201 Yorba Linda Blvd, Placentia, CA 92870, United States -
T. T. Services Oc
● ClosedT. T. Services OC is a reputable institution located at 212 South Kraemer Boulevard in Placentia, California. We provide a wide range of services to meet the needs of our clients, including tax preparation, financial planning, and consulting. Our team of experienced professionals is dedicated to providing top-notch service and expertise to help individuals and businesses achieve their financial goals. Whether you need assistance with tax filing, retirement planning, or investment strategies, T. T. Services OC is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial objectives.
212 S Kraemer Blvd, Placentia, CA 92870, United States -
Yang's Financial Services
● OpenYang's Financial Services is a reputable finance institution located at 320 Montessori Avenue in Placentia, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, our experts are here to provide personalized solutions tailored to your specific needs. Trust Yang's Financial Services to provide you with the expertise and guidance you need to secure your financial future.
320 Montessori Ave, Placentia, CA 92870, United States -
Raymond Kinjo, Mba, Cfp? - Kinjo Insurance & Financial Services
● OpenRaymond Kinjo, MBA, CFP - Kinjo Insurance & Financial Services is a finance institution located at 675 Placentia Avenue in Brea, California, United States. With over 55 years of experience, the Kinjo Family specializes in serving the Japanese community with wealth transfer and investment planning services. Raymond and Yoshio Kinjo prioritize understanding their clients' needs through thorough questioning and maintain transparency regarding fees and compensation to ensure client alignment. Raymond Kinjo is a licensed insurance agent with New York Life Insurance Company and other unaffiliated insurance companies in California, as well as a Registered Representative offering securities products and services through NYLIFE Securities LLC. He also provides investment advisory services through Eagle Strategies, LLC in various states.
675 Placentia Ave # 250, Brea, CA 92821, United States -
Linda Vista Family Dental
● ClosedLinda Vista Family Dental, located at 1041 East Yorba Linda Boulevard in Placentia, California, is a top-quality dental institution dedicated to providing professional care in a pleasant environment. Led by Dr. Stephen Kim, our team offers a wide range of services to meet all of your oral health needs. From preventive care to smile makeovers, we have the expertise to ensure your dental needs are always met. We have invested in cutting-edge technology, such as Cavitron and Cone Beam Imaging, to provide our patients with the best possible care. Our office hours are Monday, Wednesday, and Friday from 8:00 AM to 5:00 PM, Tuesday and Thursday from 7:00 AM to 4:00 PM, and we are closed on weekends. Join us at Linda Vista Family Dental for a comfortable and comprehensive dental experience.
1041 E Yorba Linda Blvd #301, Placentia, CA 92870, United States -
New York Life Insurance Company
● ClosedNew York Life Insurance Company, located at 675 Placentia Avenue, Brea, California, is an insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth over time. Their long-term coverage options are highly customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They provide coverage for everyday tasks, lost income due to sickness or injury, college expenses, and more. With professionally managed investments and low fees, New York Life helps you plan for your future financial needs and protect your legacy. Their diverse and welcoming workplace is dedicated to helping individuals, families, and communities thrive. With a mission to make the world a better place, New York Life supports charitable giving, diversity, responsibility, and service. Their highest financial strength ratings and commitment to fulfilling promises to policy owners make them a trusted leader in the industry. Get in touch with one of their 12,000 agents nationwide to create a customized solution for your financial security and peace of mind.
675 Placentia Ave, Brea, CA 92821, United States -
Sylvia Nye - State Farm Insurance Agent
● ClosedSylvia Nye - State Farm Insurance Agent is a trusted insurance agency located at 1290 North Kraemer Boulevard in Placentia, California. With over 22 years of experience, Sylvia Nye is dedicated to helping families and businesses in North Orange County with their insurance needs. Whether you require car/auto insurance, home insurance, small business insurance, or life insurance, Sylvia and her team are here to assist you. As an active member of the community, Sylvia is involved in various local organizations and is committed to providing exceptional personalized service to her customers. Her team is bilingual in Spanish and licensed in auto, home, and life insurance. They work diligently to ensure that each customer is well-protected and satisfied with their insurance coverage.
1290 N Kraemer Blvd A, Placentia, CA 92870, United States -
Farmers Insurance - Brandon Martin
● ClosedFarmers Insurance - Brandon Martin is an insurance agency located at 774 South Placentia Avenue, Placentia, California, United States. As a local Farmers® agent in Fullerton, CA, Brandon Martin is dedicated to helping customers navigate the complexities of insurance. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business, and life insurance. Brandon Martin, who grew up in Fullerton and North Orange County, is knowledgeable about the area and can assist with all insurance questions. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Brandon can help you select the right insurance coverage for your needs and budget. Additionally, Farmers® offers competitive rates with multi-line insurance discounts. If you're in need of insurance for your home, car, rental property, small business, or condo, Brandon Martin can customize an insurance package to reduce your risk and protect your investment. For added coverage, Farmers® also offers personal umbrella insurance policies. To create a solid financial plan for the future, schedule an appointment with Brandon Martin, a Farmers Insurance and Financial Services agent. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Contact Brandon Martin at Farmers Insurance for personalized assistance with all your insurance needs.
774 S Placentia Ave #305, Placentia, CA 92870, United States -
Farmers Insurance - Roy Redman
● ClosedFarmers Insurance - Roy Redman is an insurance agency located at 116 West Santa Fe Avenue, Placentia, California, United States. As a local Farmers® agent in Placentia, Ca, Roy Redman helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Roy Redman can help you understand your coverage options and provide personalized assistance to make you smarter about insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Roy Redman is here to help. Contact Roy Redman today for a personalized insurance quote and learn about available discounts to help you save money. Protect your most valuable possessions with Farmers Insurance and get competitive rates with multi-line insurance discounts. Whether you're looking for home, life, renters, business, or condo insurance, Roy Redman can help customize an insurance package to reduce your risk and protect your investment. Planning for the future? Roy Redman can help you build a solid financial plan with Farmers Insurance and Financial Services. Contact Roy Redman today for an appointment and start working towards your financial goals. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliated insurers provide coverage options for auto, home, and more. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Contact Roy Redman at Farmers Insurance for all your insurance needs in Placentia, Ca.
116 W Santa Fe Ave Ste A3, Placentia, CA 92870, United States -
Farmers Insurance - Chung Hsu
● ClosedFarmers Insurance - Chung Hsu is an insurance agency located at 101 South Kraemer Boulevard, Placentia, California, United States. As a local Farmers® agent in Placentia, CA, Chung Hsu helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Chung Hsu has the knowledge and experience to help clients understand their coverage options. Chung Hsu can help with comprehensive coverage, collision coverage, deductibles, medical payments, and more. Chung Hsu also offers competitive rates with multi-line insurance discounts. For those looking to protect their home, Farmers® has been providing insurance products for over 80 years and offers competitive rates with multi-line insurance discounts. For life insurance, Chung Hsu can help clients review their policy to ensure financial support for their loved ones. Renters insurance is also available to protect personal belongings in case of a disaster.
101 S Kraemer Blvd #118, Placentia, CA 92870, United States -
Allstate Personal Financial Representative: Chris Lancaster
● ClosedAllstate Personal Financial Representative, Chris Lancaster, located at 101 South Kraemer Boulevard in Placentia, California, is a trusted finance and insurance agency. With a focus on personalized financial planning and insurance solutions, Chris Lancaster helps clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Chris Lancaster is dedicated to providing expert guidance and exceptional customer service. Contact him today to schedule a consultation and take the first step towards securing your financial future.
101 S Kraemer Blvd Ste 218, Placentia, CA 92870, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 101 East Chapman Avenue, Placentia, California, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Whether you're looking to download tax forms, get your top financial questions answered, or dedicate part of your paycheck to big goals like retirement or education, we are here to help. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. With a focus on protecting your life and wages, investing for the long term, and meeting your money goals with a partner in your area, Principal Financial Group is dedicated to helping you achieve financial security. Please refer to the Form ADV for Principal Advised Services, LLC and other applicable disclosures and agreements for important information about our services, fees, and related conflicts of interest. Remember that all investments have inherent risks, and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. Contact us today to start planning for your financial future with confidence.
101 E Chapman Ave, Placentia, CA 92870, United States -
Sovereign Group
● ClosedSovereign Group is a reputable finance institution located at 1050 East Yorba Linda Boulevard in Placentia, California, United States. With a strong commitment to providing top-notch financial services, Sovereign Group offers a wide range of financial solutions to individuals and businesses. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, Sovereign Group's team of experienced professionals is dedicated to helping you achieve your financial goals. Trust in Sovereign Group for all your financial needs.
1050 E Yorba Linda Blvd Suite #203A, Placentia, CA 92870, United States -
Bennett Financial Group
● OpenBennett Financial Group is a reputable finance institution located at 1620 North Placentia Avenue in Placentia, California, United States. With a team of experienced financial experts, Bennett Financial Group offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Bennett Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust Bennett Financial Group to guide you towards a secure financial future.
1620 N Placentia Ave #120, Placentia, CA 92870, United States -
Zuk & Associates Inc
● ClosedZuk & Associates Inc is a reputable finance institution located at 151 North Kraemer Boulevard in Placentia, California, United States. With a team of experienced professionals, Zuk & Associates Inc offers a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, their expert advisors are dedicated to helping clients achieve their financial goals. Whether you are looking for wealth management or tax planning services, Zuk & Associates Inc is committed to providing personalized solutions tailored to your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.
151 N Kraemer Blvd # 230, Placentia, CA 92870, United States -
SVL Holding Corporation
● ClosedSVL Holding Corporation is a finance institution located at 1620 North Placentia Avenue, Placentia, California, United States. With over 35 years of experience in the industry, SVL Investment Management offers insight, intelligence, and integrity to every investment plan. Specializing in advanced portfolio design based on academic research, SVL helps clients pursue higher expected returns. Whether you are an individual looking to invest in your future or a care provider looking to invest for your family, SVL is here to assist you. As a global research-oriented investment advisory firm, SVL provides capital management services to a variety of clients including individual accounts, profit sharing plans, pension funds, foundations, endowment funds, and trusts. Trust SVL Investment Management to help you achieve your financial goals with professionalism and high-quality services.
1620 N Placentia Ave # 100, Placentia, CA 92870, United States -
J & N Financial Group, Inc.
● ClosedJ & N Financial Group, Inc. is a reputable finance institution located at 550 West Orangethorpe Avenue in Placentia, California, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, J & N Financial Group, Inc. is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, J & N Financial Group, Inc. is committed to providing top-notch financial services and guidance.
550 W Orangethorpe Ave, Placentia, CA 92870, United States -
Capital Markets Co-Op
● OpenCapital Markets Co-Op is a leading finance institution located on Bradford Avenue in Placentia, California, United States. Our institution specializes in providing a wide range of services related to capital markets, including investment banking, asset management, and trading. With a team of experienced professionals and cutting-edge technology, we strive to deliver top-notch financial solutions to our clients. Whether you are a seasoned investor or a newcomer to the world of finance, Capital Markets Co-Op is here to help you navigate the complexities of the market and achieve your financial goals. Visit us today to learn more about how we can assist you in growing your wealth and securing your financial future.
Bradford Ave, Placentia, CA 92870, United States -
Martir Financial Group
● ClosedMartir Financial Group is a leading accounting and finance institution located at 1620 North Placentia Avenue in Placentia, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals with personalized and strategic solutions. Visit us today to see how we can help you secure your financial future.
1620 N Placentia Ave #200, Placentia, CA 92870, United States -
Ottit
● ClosedOttit is a reputable accounting and finance institution located at 1954 Placentia Avenue in Costa Mesa, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, budgeting, or investment strategies, Ottit is here to help you achieve your financial goals. Visit us today to see how we can assist you in managing your finances effectively and efficiently.
1954 Placentia Ave #208, Costa Mesa, CA 92627, United States -
BP TIRES AND WHEELS
● ClosedWelcome to BP Tires and Wheels, your trusted destination for top-quality automotive care in Anaheim, CA. Conveniently located at 1631 N Placentia Ave, Unit K-L, we specialize in providing exceptional tire and wheel services to keep your vehicle running smoothly and safely. Our experienced team is dedicated to delivering outstanding customer service and expert solutions tailored to your specific needs. At BP Tires and Wheels, we offer a comprehensive range of services, including tire installation, balancing, rotation, and wheel alignment. Whether you're looking for new tires to enhance your vehicle's performance or need reliable repairs to ensure safe travels, we have you covered. Our extensive selection of premium tires and wheels from leading brands ensures you'll find the perfect fit for your car, truck, or SUV.
1631 N Placentia Ave Unit k-L, Anaheim, CA 92806, United States -
RJM Painting
● ClosedWelcome to RJM Painting, your trusted local painting contractor located at 32932 Pacific Coast Highway, Dana Point, California. With over 30 years of industry knowledge and experience, we have proudly served South Orange County since 1990. Our commitment to quality and customer satisfaction has made us a preferred choice for homeowners, building contractors, interior decorators, and designers. At RJM Painting, we specialize in a comprehensive range of painting services, including exterior and interior house painting, kitchen cabinet painting, faux finish painting, and epoxy garage floor coatings. Our team is dedicated to delivering exceptional craftsmanship, using only the finest products to ensure durable and long-lasting finishes. We take meticulous care in surface preparation, guaranteeing beauty and resilience that withstands the test of time.
32932 Pacific Coast Highway, Dana Point, California 92629, United States
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