TOP 10 Investment strategies for beginners in California
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Investment Realty Homes Inc
● ClosedInvestment Realty Homes Inc is a real estate agency located at 1495 Parkway Drive in Crescent City, California. Specializing in homes for sale in Del Norte County, they offer properties in Crescent City, Smith River, Hiouchi, Klamath, and Gasquet. Known for its stunning redwoods, rivers, ocean, and beachfront properties, Del Norte County is considered the most beautiful region of the northern California West Coast. Whether you are looking to buy or sell a home in Crescent City or the surrounding areas, Investment Realty Homes Inc provides all the information, resources, and experience needed. Services include buying and selling real estate, new construction, financing, vacation rentals, property management, loan programs, and relocation services. They also offer a free list of foreclosures, bank-owned properties, and short sale properties in Del Norte County.
1495 Parkway Dr, Crescent City, CA 95531, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 4500-A Tassajara Road, Dublin, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future.
4500-A Tassajara Rd, Dublin, CA 94568, United States -
999 Investments and Real Estate School
● Closed999 Investments and Real Estate School is a leading educational institution located at 17111 Beach Boulevard in Huntington Beach, California. Our school offers comprehensive courses and training programs in investments and real estate, equipping students with the knowledge and skills needed to succeed in these competitive industries. With experienced instructors and a hands-on approach to learning, we strive to provide our students with the tools they need to excel in their careers. Whether you are a beginner looking to start a career in real estate or an experienced professional seeking to expand your knowledge, 999 Investments and Real Estate School is the perfect place to further your education. Join us today and take the first step towards a successful future in investments and real estate.
17111 Beach Blvd #206, Huntington Beach, CA 92647, United States -
Dynamic Investment Co
● ClosedDynamic Investment Co is a leading finance institution located at 2817 South Western Avenue in the bustling city of Los Angeles, California. With a team of experienced professionals, we specialize in providing a wide range of investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our experts are here to guide you every step of the way. Trust Dynamic Investment Co for all your financial needs and let us help you make smart investment decisions for a secure future.
2817 S Western Ave, Los Angeles, CA 90018, United States -
Kingdom Investments Inc
● OpenKingdom Investments Inc is a finance institution located at 1992 Wildrose Avenue in Pomona, California, United States. We specialize in providing a wide range of investment opportunities and financial services to help our clients grow and protect their wealth. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through strategic planning and sound investment strategies. With a commitment to excellence and integrity, Kingdom Investments Inc is your trusted partner for all your financial needs.
1992 Wildrose Ave, Pomona, CA 91767, United States -
Rags to Riches
● ClosedRags to Riches is a charming home goods store located at 1125 Lincoln Avenue in Calistoga, California. Offering a wide range of high-quality products for every room in your home, Rags to Riches specializes in transforming ordinary spaces into luxurious retreats. From elegant furniture and stylish decor to unique accessories and thoughtful gifts, this store is a treasure trove of inspiration for those looking to elevate their living environment. Visit Rags to Riches and experience the magic of turning humble rags into opulent riches for your home.
1125 Lincoln Ave, Calistoga, CA 94515, United States -
Landis
● ClosedLandis is a charming restaurant located at 1621 North Broadway in Santa Maria, California. This institution is known for its delicious food and welcoming atmosphere. Serving up a variety of dishes made with fresh, locally sourced ingredients, Landis is a favorite spot for locals and visitors alike. Whether you're in the mood for a hearty breakfast, a light lunch, or a decadent dinner, Landis has something for everyone. Come enjoy a meal at this beloved institution and experience the flavors of California cuisine at its best.
1621 N Broadway, Santa Maria, CA 93454, United States -
T206 Cards
● ClosedT206 Cards is a store located at 427 Mendocino Avenue in Santa Rosa, California. This institution specializes in offering a wide selection of T206 baseball cards, a highly sought-after and collectible series of trading cards featuring iconic players from the early 20th century. Whether you are a seasoned collector or a newcomer to the hobby, T206 Cards provides a welcoming and knowledgeable environment for all enthusiasts. Visit us to browse our extensive collection and add to your own card collection today!
427 Mendocino Ave #100, Santa Rosa, CA 95401, United States -
Tourism Marketing - Travel Business Success
● ClosedTourism Marketing - Travel Business Success is a finance institution located at 1620 Mariner Drive in Sebastopol, California, United States. We specialize in providing financial services and support to businesses in the tourism and travel industry, helping them achieve success and growth. Our team of experts offers strategic guidance, financial planning, and investment opportunities tailored to the unique needs of each client. Whether you are a small travel agency or a large tour operator, we are here to help you navigate the complexities of the industry and achieve your business goals. Visit us today to learn more about how we can support your tourism marketing and travel business success.
1620 Mariner Dr, Sebastopol, CA 95472, United States -
Jack Posemsky Real Estate
● OpenJack Posemsky Real Estate is a premier real estate agency located at 718 Main Street in beautiful Cambria, California. With years of experience and a dedication to personalized service, our team is committed to helping clients find their dream home or sell their property quickly and efficiently. Whether you are looking to buy, sell, or rent, our knowledgeable agents are here to guide you through every step of the process. Contact Jack Posemsky Real Estate today to make your real estate dreams a reality.
718 Main St, Cambria, CA 93428, United States -
Karen Lacks & Co Realtors
● ClosedKaren Lacks & Co Realtors is a reputable real estate agency located at 5210 Carpinteria Avenue in Carpinteria, California. With a team of experienced and knowledgeable real estate agents, we are dedicated to helping our clients buy, sell, and rent properties in the beautiful coastal town of Carpinteria. Whether you are looking for a beachfront property, a cozy family home, or a commercial space, our team is here to assist you every step of the way. Contact us today to start your real estate journey with Karen Lacks & Co Realtors.
5210 Carpinteria Ave, Carpinteria, CA 93013, United States -
Sail Properties, Inc.
● OpenSail Properties, Inc. is a reputable real estate agency located at 315 3rd Street in the vibrant city of Huntington Beach, California, in the United States. With a team of experienced and knowledgeable real estate professionals, Sail Properties, Inc. is dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for a beachfront property, a cozy family home, or a lucrative investment opportunity, Sail Properties, Inc. is committed to providing exceptional service and guidance every step of the way. Contact us today to start your real estate journey with Sail Properties, Inc.
315 3rd St D, Huntington Beach, CA 92648, United States -
Advent Property Management
● ClosedAdvent Property Management, located at 4603 Mission Boulevard in San Diego, California, is a top-rated finance and real estate agency. Using the number one rated property management program, Advent makes it fast, easy, and convenient for home owners and tenants alike. From advertising vacancies to receiving online rent payments, Advent ensures that their clients save money while receiving quality service. With a focus on customer service, Advent stands out from other management companies in Southern California, earning a reputation as one of the most positively reviewed property management companies in the area. Clients have praised the knowledgeable and prompt staff members, such as Bianca and Christina, for their excellent service and assistance throughout the rental process. Advent also offers a live chat feature for quick answers to any questions. Trust Advent Property Management to take care of all your property needs in San Diego.
4603 Mission Blvd #213, San Diego, CA 92109, United States -
MDalton Real Estate
● ClosedMDalton Real Estate is a premier real estate agency located in Thousand Oaks, California. Our experienced team of professionals is dedicated to helping clients buy, sell, and rent properties in the area. Whether you are looking for your dream home or trying to find the perfect investment opportunity, we are here to guide you every step of the way. With a focus on personalized service and attention to detail, MDalton Real Estate is committed to exceeding your expectations and making your real estate experience a smooth and successful one. Visit us at 51 Greenmeadow Drive to learn more about how we can help you achieve your real estate goals.
51 Greenmeadow Dr, Thousand Oaks, CA 91320, United States -
San Marin Dr & Simmons Ln
● OpenSan Marin Dr & Simmons Ln is a busy transit station located in Novato, California, United States. This transportation hub serves as a crucial link for commuters traveling through the area, offering convenient access to various modes of public transportation. Whether you're catching a bus, train, or simply waiting for a ride, this station provides a safe and efficient environment for travelers to navigate their way around the city. With its strategic location and well-maintained facilities, San Marin Dr & Simmons Ln is a reliable destination for those looking to easily move from one point to another within the region.
Novato, CA 94945, United States -
Card Addicts
● ClosedCard Addicts is a must-visit store for all card game enthusiasts located at 4204 East Florida Avenue in Hemet, California. Whether you are a seasoned player or just starting out, Card Addicts has everything you need to fuel your passion for card games. From trading card games like Magic: The Gathering and Yu-Gi-Oh!, to classic favorites like Poker and Bridge, this store has a wide selection of cards, accessories, and supplies to enhance your gaming experience. The friendly staff at Card Addicts are always on hand to provide expert advice and recommendations, making it the go-to destination for card game enthusiasts in the area.
4204 E Florida Ave, Hemet, CA 92544, United States -
Moneda
● OpenMoneda 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.
840 17th St, San Diego, CA 92101, United States -
Bank of Hope
● ClosedBank of Hope is a leading financial institution located at 4428 Convoy Street in the vibrant city of San Diego, California. As a trusted bank, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our dedicated team of professionals is committed to providing personalized solutions and excellent customer service to our clients. Whether you're looking for a savings account, a loan, or investment opportunities, Bank of Hope is here to help you secure your financial future. Visit us today to experience the difference that our expertise and dedication can make in your financial journey.
4428 Convoy St #A-200, San Diego, CA 92111, United States -
GGFI
● ClosedGGFI is a reputable insurance agency located at 123 East Valley Boulevard in San Gabriel, California, United States. Our knowledgeable agents are dedicated to providing top-notch insurance solutions for individuals and businesses alike. With a wide range of insurance products and services, GGFI is committed to helping our clients protect what matters most to them. Contact us today to learn more about how we can assist you with your insurance needs.
123 E Valley Blvd Ste 109, San Gabriel, CA 91776, United States -
Reuben Perez Medina: Primerica - Financial Services
● OpenReuben Perez Medina: Primerica - Financial Services is a finance and insurance agency located at 4431 Corporate Center Drive in Los Alamitos, California, United States. As a trusted financial services provider, they offer a wide range of products and services to help individuals and families achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, the experienced team at Reuben Perez Medina: Primerica is dedicated to providing personalized solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
4431 Corporate Center Dr STE 101, Los Alamitos, CA 90720, United States -
CFIChristine.com
● ClosedCFIChristine.com is a reputable institution located at 17992 County Road 94B in Woodland, California, United States. This institution is dedicated to providing high-quality education and training in various fields, including finance, business, and leadership. With experienced instructors and innovative teaching methods, CFIChristine.com offers a dynamic learning environment for students looking to enhance their skills and advance their careers. Whether you are a seasoned professional or just starting out, CFIChristine.com has the resources and expertise to help you reach your goals.
17992 Co Rd 94B, Woodland, CA 95695, United States -
Financial Security Planning
● OpenFinancial Security Planning is a leading institution located at 3030 Bridgeway in Sausalito, California, United States. Our dedicated team of financial experts is committed to helping individuals and businesses achieve their financial goals through comprehensive planning and strategic investment management. With a focus on building long-term wealth and security, we offer personalized solutions tailored to each client's unique needs and objectives. Whether you are looking to plan for retirement, save for a major purchase, or protect your assets, Financial Security Planning is here to guide you every step of the way. Contact us today to learn more about how we can help secure your financial future.
Parking lot, 3030 Bridgeway Suite 224, Sausalito, CA 94965, United States -
Accordion Partners
● ClosedAccordion Partners is a finance institution located at 625 Market Street in San Francisco, California, United States. We specialize in serving private equity-backed finance functions at all stages of the investment lifecycle, helping businesses measure, manage, and scale their operations. Our team comes from diverse backgrounds in finance, bringing both operational expertise and analytical skills to our work. Unlike traditional consultants, we become integrated members of your team, utilizing the latest technologies and smart strategies to drive success. We offer a flexible model that can adapt to your evolving needs, providing cross-functional teams that can scale up or down as required. With a focus on passion, positivity, and a progressive culture, we strive to make working with us a pleasant and rewarding experience. Our unique range of engagements attracts some of the industry's best talent, and we are always looking for new additions to our team. Since 2009, we have been dedicated to finding better ways to work in finance and unlock value in private equity-backed companies, combining deep technical financial skills with big picture thinking and flawless execution. Join us at Accordion Partners and be a part of our innovative approach to finance.
625 Market St 3rd Floor, San Francisco, CA 94105, United States -
Owl and Ore Wealth Planning
● ClosedOwl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Merrill Edge
● ClosedMerrill 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.
Vallco Park, 19376 Stevens Creek Blvd, Cupertino, CA 95014, United States -
Serendipity Securities
● ClosedSerendipity Securities is a leading finance institution located at 7735 Soquel Drive in Aptos, California, United States. With a focus on providing personalized financial solutions to individuals and businesses, Serendipity Securities offers a wide range of services including investment management, financial planning, and wealth management. Our experienced team of advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Serendipity Securities can help you make the most of your money.
7735 Soquel Dr, Aptos, CA 95003, United States -
RP&A Financial Strategists, LLC
● OpenRP&A Financial Strategists, LLC is a finance institution located at 33332 Valle Road in San Juan Capistrano, California. Specializing in risk management and financial consulting, we offer a personal touch to help you achieve your goals with less risk. Our team documents your goals and compares them to your current strategy, providing unbiased recommendations based on your needs. Contact us to schedule a consultation and learn more about how we can help you reach your financial goals. Visit us at our office at 65 Enterprise, 3rd Floor, Aliso Viejo, CA 92656.
33332 Valle Rd #250, San Juan Capistrano, CA 92675, United States -
Financial Literarcy Educators of WealthWave
● OpenThe Financial Literacy Educators of WealthWave is a finance institution located at 64 Vía De La Valle, Lake Elsinore, California, United States. Our mission is to eradicate financial illiteracy, which affects over 4.5 billion people worldwide. Our HowMoneyWorks Book Educators are dedicated to helping individuals break the cycle of debt and take control of their financial future. We provide proven steps to guide you towards financial security and believe that an investment in knowledge pays the best interest. Contact us to receive our ebook and start your journey towards financial literacy today.
64 Vía De La Valle, Lake Elsinore, CA 92532, United States -
Sage Financial Planning
● ClosedSage Financial Planning, located at 4654 Idaho Street in San Diego, California, is an accounting and finance institution dedicated to helping early and mid-career professionals understand and improve their financial situations. With a focus on creating realistic plans to achieve future goals, Sage Financial aims to reduce financial stress and anxiety, allowing clients to focus on what truly brings them joy in life. As a Registered Investment Advisor with the State of California, Sage Financial offers personalized financial advice and guidance to help clients make informed decisions about their money. Led by Shannon Fleener, CFP®, the team at Sage Financial is committed to working alongside clients to help them design the life of their dreams.
4654 Idaho St, San Diego, CA 92116, United States -
Sustainable Financial Planning
● OpenSustainable Financial Planning is a finance institution located at 6265 Greenwich Drive in San Diego, California, United States. Our mission is to provide individuals and businesses with comprehensive financial planning services that prioritize sustainability and ethical investing. Our team of experienced financial advisors works closely with clients to develop personalized strategies that align with their values and long-term goals. We are committed to promoting responsible financial practices that support environmental and social well-being, ensuring a secure and prosperous future for generations to come.
6265 Greenwich Dr STE 100, San Diego, CA 92122, United States
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