Money management in City of Industry, CA
192 results found
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South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Wells Fargo Bank
● ClosedWells Fargo Bank is a renowned financial institution located at 21103 Newport Coast Drive in Newport Beach, California, United States. As a full-service bank, Wells Fargo offers a wide range of financial services including personal and business banking, loans, mortgages, investments, and insurance. With a network of ATMs and branches across the country, customers can easily access their accounts and manage their finances. Known for its customer-centric approach and innovative banking solutions, Wells Fargo is a trusted name in the financial industry.
21103 Newport Coast Dr, Newport Beach, CA 92657, United States -
Zein Insurance Services Inc.
● ClosedZein Insurance Services Inc. is a trusted insurance agency located at 21800 West Oxnard Street in Los Angeles, California. With over 100 years of combined experience, we specialize in providing high-quality and affordable insurance solutions for auto, home, commercial, CoveredCA, group health benefits, medicare, and ACA compliance. Our team prides itself on retaining 97% of our clientele year after year, driven by our passion for protecting what matters most to our clients. Whether you're an individual or a group, we offer quick and affordable quotes that save you time and money. Our certified agents connect you with top insurance carriers to ensure you get the best coverage at the lowest price.
21800 W Oxnard St #170, Woodland Hills, CA 91367, United States -
Farmers Insurance - Herman Montero
● ClosedFarmers Insurance - Herman Montero is an insurance agency located at 7041 Owensmouth Avenue in Los Angeles, California. With over 12 years of experience in the insurance industry, Herman Montero and his team are dedicated to helping clients find the best insurance coverage for their needs. They offer personalized advice on protecting families and assets from unexpected events, and are knowledgeable about various types of insurance including Auto, Home, Renters, Life, Business, and Health insurance. The agency also offers discounts such as affinity discounts and multi-line discounts to help clients save money. Herman Montero is fluent in Spanish and is committed to providing excellent customer service. Whether you need help with car insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Herman Montero is there to assist you. Contact them today for a personalized insurance quote and start protecting what matters most to you.
7041 Owensmouth Ave Ste 206b, Canoga Park, CA 91303, United States -
Cash Club
● ClosedCash Club is a leading financial institution located at 457 Grass Valley Highway in Auburn, California. As a trusted name in the finance industry, Cash Club offers a wide range of services to help individuals and businesses manage their money effectively. Whether you need a loan, investment advice, or assistance with financial planning, our team of experienced professionals is here to assist you every step of the way. Visit Cash Club today and experience the difference that personalized service and expert financial guidance can make in your life.
457 Grass Valley Hwy #1, Auburn, CA 95603, United States -
Velocity Truck Rental & Leasing
● ClosedVelocity Truck Rental & Leasing is a business to business commercial truck rental and leasing company located at 2425 Kella Avenue in City of Industry, California, United States. With locations throughout California and Arizona, we offer easy pick-up and drop-off rentals for all your transportation needs. Our management team is dedicated to providing top-notch service and responds promptly to customer inquiries. We offer a comprehensive transportation solution with our commercial truck rental services, allowing you to focus on exceeding your customers' demands. Our Unified Telematics Platform is installed in most of our vehicles, making it easier to manage your fleet. As part of Velocity Vehicle Group, we provide the best value for your money whether you're an owner-operator or a larger business. Trust us to keep you on the road with our speedy service and competitive pricing. Visit our website or download our mobile app to reserve a truck today.
2425 Kella Ave, City of Industry, CA 90601, United States -
T3RA Logistics
● OpenT3RA Logistics is a premier logistics institution located at 2151 River Plaza Drive in Sacramento, California, United States. With a foundation rooted in the military, our logistics solutions are meticulously crafted to ensure seamless operations. Precision is our top priority, just like in the military, guaranteeing that every piece fits perfectly. Thanks to T3RA, businesses can streamline their shipping operations, saving both time and money. Our user-friendly technology platform provides real-time visibility into shipments, allowing for efficient management. Our professional and knowledgeable team always goes above and beyond to ensure shipments are delivered on time and within budget.
2151 River Plaza Dr, Sacramento, CA 95833, United States -
Denny Cheung - State Farm Insurance Agent
● OpenDenny Cheung - State Farm Insurance Agent is a well-established insurance agency located at 840 Hinckley Road in Burlingame, California. Just a short distance from the Burlingame Marriott Hotel, this agency offers a range of insurance services including auto, homeowners, business, and life insurance. Denny Cheung, the State Farm agent, has been in the insurance industry since 1979 and is fluent in English, Mandarin, and Cantonese. With a background in education from institutions in Hong Kong, London, and the United States, Denny is dedicated to helping clients protect their financial future with quality insurance products.
840 Hinckley Rd #241, Burlingame, CA 94010, United States -
First Student, Inc.
● ClosedFirst Student, Inc. is a vital partner in the communities they serve, located at 1541 M Street, Newman, California, United States. They prioritize caring for students in every practice and service they offer. Their transportation services include a full suite of options, such as contracting transportation services to save districts money, the FirstAlt program for reliable student transportation, tailored services for different needs, van transportation services, and full-service charter options with FirstCharter. They offer training programs for drivers and monitors, specialized programs for different skill levels, and support for students with special needs. Their integrated solutions incorporate the latest technologies for safety, efficiency, and compassion. First Student embraces eco-friendly practices, including the use of electric school buses and innovative charging infrastructure solutions like FlexCharge™.
1541 M St, Newman, CA 95360, United States -
Sebastian Ruelas
● ClosedSebastian Ruelas is a finance institution located at 1223 Cleveland Avenue in San Diego, California, United States. Founded by Sebastian Ruelas, who entered the financial services industry after graduating from UC Riverside with a degree in Financial Economics. With a passion for helping individuals reach their financial goals, Sebastian established his own practice in 2019 after gaining experience in wealth management and financial planning. At Sebastian Ruelas, the focus is on creating personalized financial plans for clients, with an emphasis on after-tax wealth management. As a fee-based advisor, the institution charges a flat fee based on assets under management, aligning their success with that of their clients. Partnered with LPL Financial as a custodian, Sebastian Ruelas has access to top institutional money managers to help clients achieve their financial objectives.
1223 Cleveland Ave #200, San Diego, CA 92103, United States -
Orlandi Valuta
● ClosedOrlandi Valuta is a finance institution located at 21124 California 46, Lost Hills, California, United States. With a strong presence in the financial industry, Orlandi Valuta offers a wide range of financial services to meet the needs of its customers. Whether you are looking for money transfer services, currency exchange, or other financial solutions, Orlandi Valuta is dedicated to providing reliable and efficient services to help you manage your finances effectively. Visit Orlandi Valuta today to experience top-notch financial services in a convenient location.
Lalo's Carniceria, 21124 CA-46 Suite C, Lost Hills, CA 93249, United States -
Bill Sampson - State Farm Insurance Agent
● ClosedAt Bill Sampson - State Farm Insurance Agent, located in Fullerton, California, we are committed to helping individuals and families protect what matters most. With over two decades of experience in the insurance industry, I have the knowledge and expertise to assist you with your insurance and financial service needs. As a graduate of Cal State Fullerton, I understand the importance of education and strive to provide clear and effective communication with all of my clients, whether they speak English or Spanish. Whether you are in need of Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Health Insurance, I am here to help tailor a plan that fits your unique requirements. My goal is to build strong relationships with my clients and ensure that they make informed choices about their insurance needs.
330 N Balcom Ave, Fullerton, CA 92832, United States -
EVERYBOND Surety & Insurance Solutions
● ClosedEVERYBOND Surety & Insurance Solutions is an insurance agency located at 611 Wilshire Boulevard in Los Angeles, California, United States. Specializing in surety bond solutions for commercial bonds, contract bonds, court bonds, and fidelity bonds, we have the experience to make a difference in your insurance needs. Our commitment to saving you money sets us apart, as we offer fast and friendly service at the lowest costs available in the industry. Financial literacy is a crucial aspect of sound financial management, especially for small business owners. As we celebrate Financial Literacy Month in April, we aim to educate our customers on the fundamentals of financial literacy that can lead to success. Budgeting basics and effective time management techniques are just a few of the topics we cover.
611 Wilshire Blvd #900, Los Angeles, CA 90017, United States -
Kevin Kane - State Farm Insurance Agent
● ClosedKevin Kane - State Farm Insurance Agent is an insurance agency located at 3914 Murphy Canyon Road in San Diego, California. With over two decades of experience, Kevin Kane and his team are dedicated to protecting you and your family with a variety of insurance products. Kevin holds a B.S. in Finance from San Diego State University and has completed his ChFC designation from The American College of Financial Services, ensuring that he stays current with the insurance industry to better serve his customers. Specializing in Homeowners’ Insurance, Auto Insurance, Personal Liability Umbrella Insurance, and more, Kevin Kane State Farm can create a personalized price plan to meet your needs. While currently not writing new home and business insurance in California due to increasing construction costs and high wildfire risks, the agency is still licensed in Arizona and California to assist with Home, Renters, and Condo Insurance.
3914 Murphy Canyon Rd a252, San Diego, CA 92123, United States -
Feigelman Insurance Services
● OpenFeigelman Insurance Services, located at 3838 West Carson Street in Torrance, California, is an independent insurance agency specializing in Life Insurance, Group Benefits for Business, Medicare, and a wide range of other products. Led by Neal Feigelman, a licensed Broker with over 30 years of experience, our mission is to build trust with our clients through personalized service and expertise. As an Independent Brokerage, we work for you, not the insurance companies, allowing us to find the best products and value from our network of trusted carriers. We take the time to understand your unique needs and goals, educating you on your options and providing clear explanations to help you make confident decisions for your future.
3838 W Carson St # 106, Torrance, CA 90503, United States -
Ryan Dwight - State Farm Insurance Agent
● ClosedRyan Dwight - State Farm Insurance Agent is a reputable insurance agency located at 3100 Airway Avenue in Costa Mesa, California. With a background in electrical engineering from Cal Poly San Luis Obispo and a law degree from Chapman University, Ryan Dwight specializes in providing a range of insurance services including home, life, business, and auto insurance. Serving the community of Costa Mesa and Orange County, the agency offers free quotes on auto and home insurance, along with helpful money management tips for couples. The dedicated team at Ryan Dwight - State Farm Insurance Agent includes June, Amy, and Steve, who collectively have decades of experience in the insurance industry. They are committed to helping customers manage the risks of everyday life, recover from the unexpected, and achieve their dreams. Whether you are in need of auto insurance, home insurance, life insurance, health insurance, or business insurance, the team at Ryan Dwight is here to assist you.
3100 Airway Ave Ste 125, Costa Mesa, CA 92626, United States -
PsycheAnalytics
● OpenPsycheAnalytics is a healthcare institution located at 3881 Corina Way in Palo Alto, California, United States. As a doctor-led health facility, we have developed a practical triage tool for universal behavioral health screening that can be easily implemented in any primary care setting. By initiating whole person health directly from the patient's phone, we aim to streamline the healthcare process and ensure that patients receive the appropriate level of care in a timely manner. Our Behavioral Health Stethoscope report uncovers biopsychosocial-cultural pre-existing conditions, allowing the care team to efficiently connect patients with the necessary providers during a single visit. This not only saves time and money but also reduces the need for unnecessary and potentially harmful tests and procedures. By gathering structured data on patient population risk factors for various conditions, we provide essential information for population management and improve overall patient care.
3881 Corina Way, Palo Alto, CA 94303, United States -
Integrity Now Insurance Brokers, Inc.
● ClosedIntegrity Now Insurance Brokers, Inc. is a full-service independent insurance agency located at 4182 North Viking Way in Long Beach, California. Specializing in finance, health, and insurance services, we are dedicated to providing our clients with the best coverage at the lowest prices. Our mission is to bring integrity back to the insurance industry, one client at a time. As your local insurance agent, we offer a wide range of insurance products to meet your personal and business needs. From Business Insurance to Personal Insurance, Group Benefits, Life Insurance, and more, we are your one-stop shop for all your insurance needs. We also offer competitively priced package policies that can provide significant savings for you. By bundling your insurance with us, you not only save money but also simplify policy management.
4182 N Viking Way #203, Long Beach, CA 90808, United States -
Modern Family Finance
● ClosedModern Family Finance is a finance institution located in Oakland, California, United States, offering financial advice specifically tailored for women and LGBTQ professionals. Our approach is personal and supportive, aiming to make you feel like you are talking to a trusted friend. We focus on helping you lower taxes, invest mindfully, and maximize equity compensation. Our goal is to provide life-centered financial advice that aligns with your unique goals and dreams. Our team consists of experienced professionals, including a CERTIFIED FINANCIAL PLANNER™ with a background in the tech industry and a licensed clinical social worker. We understand the challenges and opportunities faced by women and LGBTQ professionals in managing their finances, and we are dedicated to helping you achieve financial security and success.
1999 Harrison St #1800, Oakland, CA 94612, United States -
Blue Chip Macro
● ClosedBlue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.
729 Montana Ave Suite 7, Santa Monica, CA 90403, United States -
Unique Investment Corps
● OpenUnique Investment Corps is a premier financial institution located in Huntington Beach, California. Our ATM services provide convenient access to cash for our clients. As a trusted name in the finance industry, we offer a wide range of investment opportunities and financial services to help our clients achieve their financial goals. Visit us at 7028 Kearny Drive to experience the unique and innovative approach to investing and financial management.
7028 Kearny Dr, Huntington Beach, CA 92648, United States -
Financial Group
● ClosedThe Financial Group, located at 21700 Copley Drive in Diamond Bar, California, is a finance institution dedicated to helping individuals plan for a secure retirement. With alarming statistics showing that many Americans are not adequately prepared for their golden years, The Financial Group offers investment management services to help clients navigate the complexities of saving and investing for the future. As a Registered Investment Adviser, TFG Investment Management, LLC provides advisory services to clients where licensed or exempt from licensure. The institution emphasizes the importance of understanding how much money to save for retirement, as well as the risks and potential losses associated with investing. Past performance is not indicative of future returns, and clients must have a service agreement in place before receiving advice from The Financial Group.
21700 Copley Dr # 160, Diamond Bar, CA 91765, United States -
MILES Financial Group
● ClosedMILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, United States -
Rebensdorf Consulting
● OpenRebensdorf Consulting, located at 720 North McKinley Street in Corona, California, is a trusted institution for regulatory compliance risk mitigation and auditing services for financial institutions. With over 35 years of experience in the banking industry, founder Darla Rebensdorf brings a unique perspective from her previous roles in operations, lending, and compliance positions in Southern California banks. Darla holds prestigious certifications such as Certified Anti Money Laundering Specialist (CAMS), Certified Regulatory Compliance Manager (CRCM), and Certified Financial Crime Specialist (CFCS). Rebensdorf Consulting specializes in conducting audits of consumer and commercial compliance, including Bank Secrecy/Anti-Money Laundering and Community Reinvestment Acts, to identify violations of law or weaknesses within compliance programs. Darla also has extensive experience in project planning and implementation related to resolving regulatory agency orders issued against financial institutions. She is a seasoned speaker and trainer in her field and maintains affiliations with industry organizations such as ACAMS, American Bankers Association, and the Association of Financial Crime Specialists.
720 N McKinley St, Corona, CA 92879, United States -
Pacific Funding International
● OpenPacific Funding International is a finance institution located at 8560 Siempre Viva Road, San Diego, California, United States. We specialize in providing funding solutions for clients who have strong management teams, solid business plans, and are willing to invest money in their projects. Our access to a wide range of Domestic and International Lending Sources allows us to find the best financing structure for each individual property and transaction. We take a personalized approach in finding the right lender for your project at the lowest cost possible. Our core principles are expertise, integrity, and responsive service. We are committed to providing creative financial solutions to help our clients achieve timely funding results. With over 50 years of experience in the lending industry, our team is dedicated to getting your project funded quickly with your cooperation and timely submission of required documents. Whether you are looking for business loans or project funding, we have investors available to review your project at no cost or obligation to you.
8560 Siempre Viva Rd, San Diego, CA 92154, United States -
Orkin
● OpenOrkin is a trusted institution located at 2585 Commerce Way, Commerce, California, United States. They specialize in creating custom pest plans for individuals facing various pest problems. From rodents to mosquitoes, Orkin can help manage and prevent infestations of a wide range of pests that can threaten the health of humans and pets. They also offer termite inspections and commercial termite treatments to protect your property from structural damage. Orkin's trained professionals are experts in dealing with pests related to various commercial industries, including hospitality, logistics, food and beverage processing, and retail. They can effectively manage infestations of cockroaches, ants, flies, mosquitoes, rodents, and other local pests. With off-schedule return visits and a 30-day money back guarantee, partnering with Orkin ensures pest-free peace of mind. Save $50 on your first recurring service today with code GET50.
2585 Commerce Way, Commerce, CA 90040, United States -
BooXkeeping
● ClosedBooXkeeping, located at 11835 Carmel Mountain Road in San Diego, California, is a leading provider of outsourced bookkeeping services for businesses of all sizes. Our team of cool bean counters is dedicated to redefining the bookkeeping industry by offering top-notch services at affordable prices. We have earned the 2022 Best of Accounting award for our remarkable service to clients. With BooXkeeping, you can enjoy all the benefits of a fully staffed in-house bookkeeping team without the headaches of managing the staff. Our bookkeepers handle all bookkeeping tasks, from tracking expenses to preparing financial statements, allowing you to focus on your business's goals.
11835 Carmel Mountain Rd, San Diego, CA 92128, United States -
Martin and Company
● ClosedMartin and Company is a CPA firm located in San Diego, California, dedicated to simplifying and managing your tax and accounting needs so you can focus on your business. Our team of Certified Public Accountants is committed to helping you understand the deductions and credits available to you, while advising you on your future financial goals and tax implications. At Martin and Company, our core purpose is to protect our clients' assets through hands-on planning and exceptional risk-based advice. We work closely with your entire team of professional advisers to provide proper planning and peace of mind, allowing you to focus on your personal and professional goals. We have a network of trusted partners in various industries, adding value to our clients' businesses.
11717 Bernardo Plaza Ct STE 200, San Diego, CA 92128, United States -
Jake Woodbrey - Thrivent
● ClosedJake Woodbrey - Thrivent is a finance institution located at 190 South Orchard Avenue, Vacaville, California, United States. Licensed in multiple states including CA, ID, UT, and WA, Jake Woodbrey and his team specialize in helping clients navigate their financial confusion, find hidden money, and maximize financial leverage. With a background in Industrial Psychology and a commitment to Thrivent's generosity-first approach, Jake guides clients towards creating financial freedom and avoiding financial ruin. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and investment advisory services through its Financial Planning Framework and Dedicated Planning Services. Insurance products are issued by Thrivent, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. To learn more about the professional designations of the financial advisors at Jake Woodbrey - Thrivent, visit their website or FINRA's Broker Check.
190 S Orchard Ave Ste A110, Vacaville, CA 95688, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 3121 West March Lane in Stockton, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their money. Whether you're planning for retirement, investing for the future, or managing your wealth, Wells Fargo Advisors is here to provide expert guidance and support every step of the way.
3121 W March Ln Suite 110, Stockton, CA 95219, United States
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