Investments financial planning in National City, California

Wendy Phillips - State Farm Insurance Agent is a reputable insurance agency located at 3636 Camino Del Rio North, San Diego, California. With over 25 years of experience with State Farm, Wendy Phillips holds a Bachelor of Science degree in Insurance from the University of Minnesota. She offers a variety of insurance options including Auto, Home, Renters, Business, and Life Insurance. Wendy also has Claim Management Experience and holds insurance designations such as CPCU and CLU. If you are new to San Diego and looking to transfer your State Farm Insurance, Wendy Phillips can assist you with the process. She is also a member of the Silver Scroll Legion of Honor.

Farmers Insurance - Annie Wang is a local insurance agency located at 1727 Sweetwater Road in National City, California, United States. As your Farmers agent, Annie Wang helps customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance has a strong reputation for providing reliable coverage in case of disasters like fires or other covered causes of loss. Annie Wang can help you navigate the complexities of insurance, whether you're looking for comprehensive coverage, collision coverage, deductibles, or medical payments. She can also assist with life insurance policies, ensuring financial support for your loved ones. Additionally, Farmers Insurance offers renters, condo, and umbrella insurance to protect your personal belongings and assets.

Ron Andre - State Farm Insurance Agent is a local insurance agency located at 394 Florin Road, Sacramento, California. With over 53 years of experience, Ron Andre is dedicated to serving the community as a small business owner. As a California native, Ron has been actively involved in local organizations such as Jesuit High School Booster Club and Elk Grove Youth Baseball League. At Ron Andre - State Farm Insurance Agent, you can get quotes and discuss available discounts for various insurance products including Homeowners Insurance, Automobile Insurance, Renter’s Insurance, Condominium Insurance, Health Insurance, Life Insurance, Pet Insurance, and Small Business Insurance. Ron's experienced team is ready to assist you with any insurance questions or needs.

Max Lam - State Farm Insurance Agent is a reputable insurance agency located at 2402 Del Paso Road in Sacramento, California. Our team is dedicated to providing exceptional service and helping customers with their insurance needs, including Auto Insurance, Life Insurance, Pet Insurance, and more. We have received various State Farm recognitions for our outstanding work, such as Chairman Circle and Gold Honor Club. Our office is conveniently located behind the Five Star Bank Building off Five Star Way. We prioritize ensuring that every customer who walks through our doors leaves feeling confident and properly covered. Our mission is to help people manage risks, recover from the unexpected, and achieve their dreams.

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 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.

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 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.

Ron Rauschenberger - State Farm Insurance Agent is a well-established insurance agency located at 11157 Tampa Avenue in Los Angeles, California, United States. As a State Farm agent, Ron Rauschenberger is part of a company that is ranked No. 42 on the 2022 Fortune 500 list of largest companies, serving over 91 million policies and accounts. With a career that began in 1979 as a State Farm home and business insurance claims adjuster, Ron Rauschenberger opened his own State Farm Insurance agency in Simi Valley in 1985. With over 16 years of experience as a State Farm Agent, he has been recognized as one of the nation's top 50 agents.

Atwal Tax & Immigration Services is a finance and local government office located at 2800 Mitchell Road in Ceres, California, United States. Our experienced team provides expert tax preparation and immigration services to individuals and businesses in the local community. Whether you need assistance with filing your taxes or navigating the complexities of immigration laws, our knowledgeable staff is here to help. Trust Atwal Tax & Immigration Services for all your financial and legal needs.

Heidi Kuiper - State Farm Insurance Agent is a trusted insurance agency located at 507 Purissima Street in Half Moon Bay, California. With over 45 years of experience in Auto, Life, and Health Insurance, our dedicated team is committed to serving the Coastside community. As a board member of the Half Moon Bay Beautification Committee for nearly two decades, we are actively involved in supporting local non-profits and providing scholarships to our high schools. While we do not currently offer online auto quoting, we invite you to call, text, or visit us for a personalized quote today. Our experienced team is prepared to meet all your financial and insurance needs. Whether you're looking for life insurance, annuities, or assistance with planning for higher education expenses, we are here to help.

Bankers Life, located at 5000 Hopyard Road in Pleasanton, 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 such as 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 need for long-term care becoming more prevalent, it is important to be prepared and have discussions with loved ones. We are currently recruiting for agent, manager, and investment professional opportunities. If you are interested in helping your community achieve a financially secure retirement, our award-winning training programs can set you up for success. Enjoy unlimited earning potential, a flexible schedule, and team-building opportunities at your local branch office. Come achieve more at Bankers Life!

Bankers Life, located at 1776 West March Lane in Stockton, 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 such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the rising cost of healthcare and the need for long-term care, it's important to be prepared and have discussions with loved ones. We offer opportunities for individuals interested in becoming agents, managers, or investment professionals to help others in their community achieve a financially secure retirement. Our award-winning training programs set you up for success and provide a career path tailored to your aspirations. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a secure future with Bankers Life today!

Bankers Life, located at 501 West Lodi Avenue in Lodi, California, is a comprehensive finance, health, and insurance agency. Our knowledgeable agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, our agents can help you compare Advantage plans to ensure you have the right coverage for your needs. As the need for long-term care becomes more inevitable, it's crucial to be prepared and have those important discussions with your loved ones. Ready to start planning for the future?

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.

Scott Hopper, Bankers Life Agent in San Luis Obispo, California, offers a wide range of insurance options from reputable companies such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. As a Branch Sales Manager and Insurance Sales Representative, Scott Hopper can help you navigate through the complexities of Medicare Advantage plans to find the coverage that best suits your needs. With the rising costs of healthcare and the increasing importance of long-term care planning, it is crucial to be prepared for the future. Contact Scott Hopper today to start planning for your next steps and ensure your financial security.

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, 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!

Jose Olguin - State Farm Insurance Agent is a reputable insurance agency located at 4464 California Place in Long Beach, California. With 23 years of State Farm experience, Jose Olguin opened his agency in the beautiful city of Long Beach after graduating from the University of Florida with a degree in Marketing and Economics. He holds an Associate in Claims (AIC) designation and is the recipient of the 2013 HACR Young Hispanic Corporate Achievers award. At Jose Olguin - State Farm Insurance Agent, their team members prioritize customer service, maintaining long-term relationships with their clients. With over 40 years of combined insurance and customer service experience, they take a consultative approach to uncovering the insurance and financial services needs of their customers. They are able to communicate in Spanish for their Hispanic clients.

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.

Bankers Life, located at 4900 California Avenue in Bakersfield, 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, Washington National Insurance Company, as well as options from partner carriers such as 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, planning for long-term care is essential. At Bankers Life, we can help you prepare for the future and have important discussions with your loved ones. We are currently recruiting agents, managers, and investment professionals who are passionate about helping others achieve a financially secure retirement. Our training programs are award-winning and designed to set you up for success. Join us at Bankers Life for unlimited earning potential, a flexible schedule, and a rewarding career helping your community. Come achieve more with us at Bankers Life!

Bankers Life, located at 3030 Saturn Street in Brea, 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 for their needs. With the rising cost of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with your loved ones.

New York Life, located at 6690 Alessandro Boulevard, Riverside, California, is a reputable 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 customizable to fit your needs and budget, with the ability to invest your policy's cash value in the market. They also provide support for everyday tasks, income replacement in case of sickness or injury, and professionally managed investments with potential market gains. Additionally, New York Life offers guidance on creating investment strategies, estate planning, and insurance solutions for employees, executives, and small businesses. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, providing tailored solutions to help you protect your family and prosper financially. Their commitment to community engagement and charitable giving sets them apart as a purpose-driven company dedicated to making a positive impact at both local and national levels. Visit New York Life to learn more about their offerings and find an agent who can help you navigate your financial future.

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.

Self-Help Federal Credit Union, located at 1080 South White Road in San Jose, California, is a financial institution that aims to provide access to banking services for working families and communities that have historically faced financial barriers. With over $2 billion in assets and serving more than 100,000 members in 38 branches across California, Illinois, Washington, and Wisconsin, Self-Help Federal is one of the fastest-growing community development financial institutions in the country. As part of the Self-Help family of nonprofit organizations, their mission is to create and protect ownership and economic opportunity for all. For over 43 years, the national Center for Community Self-Help and its affiliates have provided over $11 billion in financing to help individuals buy homes, start businesses, and strengthen community resources. For more information, visit www.self-helpfcu.org and www.self-help.org.

Bankers Life, located at 16855 West Bernardo Drive in San Diego, 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 clients compare Medicare Advantage plans to find the best coverage. With the rising costs of healthcare and longer life expectancies, preparing for long-term care is essential. At Bankers Life, we offer opportunities for individuals interested in becoming agents, managers, or investment professionals to help their community achieve a financially secure retirement. Our award-winning training programs, flexible schedules, and team-building opportunities make Bankers Life a great place to start planning for your future. Join us and achieve more at Bankers Life!

Bilingual Notary USA is a finance institution located at 135 Shoreline Circle in San Ramon, California, United States. We specialize in providing notary services in both English and Spanish to meet the diverse needs of our clients. Our experienced professionals are dedicated to providing accurate and reliable notary services for a variety of financial transactions. Trust Bilingual Notary USA for all your notary needs in a convenient and bilingual setting.

Principal Life Insurance Company, located at 9330 Sorrento South Driveway in San Diego, California, is an insurance agency dedicated to helping individuals protect what matters most. With a focus on providing financial security for the future, Principal Life Insurance offers a range of insurance products and services to help you safeguard your life, wages, and assets. As the presenting sponsor of prestigious sports awards such as the John R. Wooden Award and Legends of Coaching Award, Principal Life Insurance Company celebrates expertise, excellence, and equality in sports. Additionally, they offer resources and tools to help you achieve your financial goals, whether it's saving for retirement or education.

Bankers Life, located at 1544 Eureka Road in Roseville, 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 such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage for their needs. With the increasing need for long-term care planning, our team is here to guide you through the process and help you prepare for the future. If you are interested in a career in finance or insurance, Bankers Life is currently recruiting agents, managers, and investment professionals. Our award-winning training programs and flexible schedule options provide a path to success and unlimited earning potential. Join us at Bankers Life and achieve more in your career while helping others plan for a financially secure retirement.

Deborah's Notary Service, located at 2413 Alhambra Street in Norco, California, is a trusted institution specializing in finance. Our team of Notary Public professionals are appointed by the state government to witness the signing of important documents and administer oaths to prevent fraud. With extensive training and background checks, our notaries provide expedient and professional services, giving you and your clients peace of mind. Certified through the National Notary Association and compliant with the Gramm-Leach-Bliley Act, Deborah's Notary Service ensures that your sensitive documents are handled with care and confidentiality. Additionally, as a token of appreciation for their service, we offer complimentary notarization for all current Military Personnel, Veterans, and current or retired First-Responders.