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TOP 30 Money management tips in California
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Search for local businesses, places and services near you
Advent Property Management
Advent 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.
Smart Path Wealth Management
Smart Path Wealth Management is a finance institution located at 4695 Chabot Drive in Pleasanton, California, United States. We are dedicated to helping Bay Area tech professionals set their families up for financial success. Our services include strategic financial planning, investment management, equity compensation planning, college planning, and tax planning. Our goal is to help you plan for a secure financial future, make work optional, and create a lasting legacy for future generations. Increase your wealth with our money-making tips on equity compensation, financial planning, and investing. Download The Tri-Valley Tech Professional’s Ultimate Guide to Wealth for free and start your journey to financial success today.
Lusan Money Matters
Lusan Money Matters is a trusted financial institution located at 13225 Philadelphia Street in Whittier, California, United States. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you need help with budgeting, investing, or planning for the future, we are here to assist you every step of the way. Visit us today to learn more about how Lusan Money Matters can help you secure your financial future.
San Diego Financial Advisor - Platt Wealth Management
Located at 3838 Camino Del Rio North in San Diego, California, Platt Wealth Management is a leading financial advisor specializing in empowering clients to achieve their financial goals and dreams. With a focus on personalized strategies tailored to individual needs, the team at Platt Wealth Management takes the time to truly understand each client's priorities and concerns. Whether it's planning for retirement, navigating the stock market, or creating a portfolio that grows over time, Platt Wealth Management offers a comprehensive range of wealth management services and investment strategies. By working closely with clients to develop financial options that provide peace of mind, the team at Platt Wealth Management helps families lead their best lives.
Healthy Money Happy Life
Healthy Money Happy Life is a financial wellness institution located at 211 North State Street in Hemet, California. Our mission is to empower individuals to take control of their financial health in order to live a happier and more fulfilling life. We offer a range of services including financial planning, budgeting assistance, debt management, and investment advice. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and build a secure future. Join us at Healthy Money Happy Life and start your journey towards financial freedom today.
Capital One Café
The Capital One Café at 101 Post Street in San Francisco, California, is a unique institution that combines the convenience of banking with the comfort of a café. This innovative concept allows customers to enjoy a cup of coffee or a snack while taking care of their financial needs. The café offers a range of banking services, including checking and savings accounts, credit cards, and loans, all in a relaxed and inviting atmosphere. Whether you're stopping in for a quick bite or to discuss your financial goals with a banker, the Capital One Café is the perfect blend of finance and food.
Rags to Riches
Rags 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.
CFR REMODELING
CFR Remodeling is a general contractor and home goods store located at 460 Churchill Road in Hollister, California. With a commitment to delivering premier customer service, our team ensures that every job is done right the first time. Our full consultation services allow you to choose the right service for your home or business, while also preventing potential problems in the future. We combine our extensive experience, high-quality parts and equipment, and dedication to exceptional service to save you time and money. Visit CFR Remodeling for all your renovation and repair needs.
Capital One Café
Capital One Café is a unique institution located at 757 Spectrum Center Drive in Irvine, California. It combines the convenience of a bank with the comfort of a café, offering a one-of-a-kind experience for customers. Whether you need to do your banking, grab a coffee, or enjoy a meal, Capital One Café has you covered. With a focus on finance and food, this institution is the perfect place to manage your finances while indulging in delicious treats. Visit Capital One Café for a truly innovative banking experience.
Capital One Café
Capital One Café is a unique institution located at 4311 La Jolla Village Drive in San Diego, California. This innovative space combines the convenience of a bank with the cozy atmosphere of a café. Customers can enjoy delicious food and beverages while taking care of their banking needs. With a focus on financial education and community engagement, Capital One Café is more than just a place to manage your money - it's a destination for socializing, learning, and enjoying great food. Whether you're looking to grab a quick bite, meet with a financial advisor, or simply relax with a cup of coffee, Capital One Café has something for everyone.
Specialized German Recycling
Specialized German Recycling is a car repair and store located at 3688 Omec Circle, Rancho Cordova, California, United States. We offer a vast inventory of used parts at the lowest prices, saving you money on all of your used parts needs. Our extensive stock of parts and vehicles sets us apart from other Auto Dismantlers in the area, allowing us to consistently say "Yes" to our customers. Visit us today for all of your car repair and part needs.
InsufficentFun
InsufficientFun is a trendy clothing store located at 1201 University Avenue in the vibrant city of San Diego, California. Our store offers a unique selection of stylish and affordable clothing for men and women, perfect for those looking to add a pop of fun to their wardrobe. From casual everyday wear to statement pieces for special occasions, InsufficientFun has something for everyone. Visit us today and discover your new favorite fashion finds!
Lance Chu - State Farm Insurance Agent
Lance Chu - State Farm Insurance Agent is an insurance agency located at 1501 El Camino Real in Belmont, California, United States. Whether you prefer phone, virtual, or in-person appointments, we are here to review your insurance and financial needs. With over 18 years of experience in the insurance industry, we make insurance simple and fun to understand. We serve areas such as Belmont, San Carlos, Woodside, and more. If you are moving to California or already have State Farm in another state, we can help you continue your coverage with our agency. We offer tips on financial goals, budgeting, and DIY auto maintenance to help you save money. Our mission is to help you manage risks, recover from the unexpected, and realize your dreams.
Curtis Cahill - State Farm Insurance Agent
Curtis Cahill - State Farm Insurance Agent is a local insurance agency located at 2218 Old Middlefield Way in Mountain View, California. We are dedicated to providing personalized insurance and financial services to the community. Our team is committed to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. As Spring approaches and more people hit the road for Spring breaks, it's important to ensure you have the right Auto Insurance coverage. Our team is here to make the process of insuring your car easy and stress-free. We offer assistance in several languages including English, Spanish, Portuguese, German, French, Farsi, Arabic, and Turkish.
Terry Nguyen - State Farm Insurance Agent
Terry Nguyen - State Farm Insurance Agent is located at 1120 2nd Street in Brentwood, California, United States. As an insurance agency, we offer joint universal life insurance that can cover two people with an income tax-free death benefit paid to beneficiaries. We also provide information on investing basics to help you grow your money and prepare for retirement. Additionally, we offer tips on DIY auto maintenance to combat rising repair costs. Our mission is to help individuals manage risks, recover from the unexpected, and achieve their dreams. Please refrain from sharing sensitive personal information on our website. For assistance with accessibility, please call (925) 513-1200. Life Insurance and annuities are issued by State Farm Life Insurance Company, with some limitations in certain states. State Farm VP Management Corp. is a separate entity that offers banking and insurance products, with risks involved in investing. Our agents do not provide tax or legal advice, so it is recommended to consult a professional for personalized guidance.
Bob Francy III - State Farm Insurance Agent
Bob Francy III - State Farm Insurance Agent is a reputable insurance agency located at 12605 Poway Road in Poway, California. They offer a wide range of insurance products and services to meet the needs of their clients. In addition to traditional insurance offerings, they also provide valuable tips and advice on managing debt, building credit, and saving money on auto repairs. For those looking to protect their furry friends, Bob Francy III - State Farm Insurance Agent also offers pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. They emphasize the importance of understanding the terms and conditions of these policies to ensure the best coverage for your beloved pets.
Jerry Estabrook - State Farm Insurance Agent
Jerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.
John Taormina - State Farm Insurance Agent
John Taormina - State Farm Insurance Agent is a trusted insurance agency located at 10217 Old River School Road in Downey, California. Our experienced team, led by a second generation State Farm agent since 1985, is dedicated to providing personalized insurance solutions for auto, home, life, and business needs in Downey, Los Angeles, and Orange County areas. We take a holistic approach to problem solving and customer service, focusing on long term fixes and helping you prepare for the unexpected. Whether you need a free quote or advice on budgeting and money saving tips, we are here to help. We offer a range of insurance products to fit your lifestyle and spending habits, and we always prioritize your safety and well-being on the road.
Hermie Abrigo - State Farm Insurance Agent
Hermie Abrigo - State Farm Insurance Agent is a trusted insurance agency located at 12075 Heacock Street in Moreno Valley, California. With over 20 years of experience in the insurance industry, Hermie Abrigo offers quotes on car insurance in Moreno Valley, helping clients save money and providing out of state transfers to Moreno Valley residents. Specializing in life insurance, Hermie Abrigo is a State Farm Ambassador Travel Qualifier since 2008 and is also a member of the Knights of Columbus in Moreno Valley. Whether you're looking for car insurance, life insurance, or assistance with out of state transfers, Hermie Abrigo can help you find the right coverage to meet your needs. With a background in marketing management from De La Salle University, Hermie Abrigo is dedicated to providing personalized service and helping clients protect what matters most to them.
Jorge Alonzo - State Farm Insurance Agent
Jorge Alonzo - State Farm Insurance Agent is an insurance agency located at 2675 Zoe Avenue in Huntington Park, California, United States. Our office offers a wide range of insurance products and services, including car insurance, home insurance, life insurance, and health products. We aim to be your "one stop shop" for all your insurance needs and are dedicated to helping you achieve your financial goals. Since opening in December of 2009, we have been proud to serve the families and individuals of Huntington Park, CA and the Greater Southeast Los Angeles area. Our team is committed to providing excellent customer service and personalized advice to help you make informed decisions about your insurance coverage.
Green Dot Corporation
Green Dot Corporation is a financial technology company located at 3465 East Foothill Boulevard in Pasadena, California. Founded in 1999, Green Dot is a leading provider of prepaid debit cards, mobile banking, and cash transfer services. The company's mission is to provide affordable and accessible financial services to underserved communities. With a focus on innovation and technology, Green Dot is dedicated to empowering individuals to take control of their finances and achieve financial independence.
Sonus Hearing Care Professionals
Sonus Hearing Care Professionals is a leading institution located at 5565 Grossmont Center Drive in La Mesa, California, United States. As a trusted provider of hearing care services, we have numerous locations throughout Southern California and across the U.S. With a team of experienced hearing care providers, we are dedicated to helping the 48 million Americans affected by hearing loss. At Sonus, we offer a wide range of services including hearing tests, hearing aid fittings, and demonstrations of the latest technology. Our goal is to provide personalized care to ensure that you receive the perfect hearing aids for your individual needs. With roughly 30 million Americans experiencing some degree of hearing loss, early intervention is crucial in preserving your hearing health.
Trinity Legal Services
Trinity Legal Services is a finance institution located at 1400 East Cooley Drive in Colton, California, United States. We understand that legal matters can be overwhelming, which is why we are committed to providing you with help in a language that you can easily understand. At Trinity Legal Services, we will support you every step of the way. Our comprehensive services include case management and exceptional customer service. We offer a personal E-Service that allows you to conveniently communicate with us from the comfort of your own home through text, email, phone calls, or Zoom meetings.
TravelBank
TravelBank is a cutting-edge travel agency located at 611 Mission Street in San Francisco, California. Our innovative expense and travel management system syncs with any card, giving you control over spending while empowering employees to book within policy with 24/7 support. With real-time visibility into spend, automated approvals, and reduced errors, TravelBank makes managing expenses a breeze. Our platform allows you to sync any card, reconcile transactions, create virtual cards, and make smarter decisions with fully customizable reporting. At TravelBank, we are committed to sustainability and offer Carbon Emissions Data & Offsets for travelers booking flights through our web app. We also provide Hotel Grouping options for travelers using our Android app, allowing for refined hotel searches based on chain, brand level, and individual hotel preferences.
Sonus Hearing Care Center
Sonus Hearing Care Center, located at 1300 West Gonzales Road in Oxnard, California, is a leading institution dedicated to providing top-quality hearing care services. With dozens of hearing care providers spread throughout Southern California and various states across the U.S., Sonus is committed to making their clinic locations easily accessible to those in need. With over 48 million Americans affected by hearing loss, Sonus offers a wide range of services including hearing aid fittings, hearing tests, second opinions, and demonstrations of the latest technology. Their team of professionals ensures that each individual receives the perfect hearing aids tailored to their specific needs.
Heidi Kuiper - State Farm Insurance Agent
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.
Ramon Fernandez - State Farm Insurance Agent
Ramon Fernandez - State Farm Insurance Agent is a trusted insurance agency located at 3443 Deer Park Drive in Stockton, California. We offer helpful and practical money management methods and budgeting tips for couples, as well as important information on the dangers of drunk driving and fire prevention tips for your home. Our services include life insurance, annuities, and pet insurance products underwritten by reputable companies. We also offer investment options through State Farm VP Management Corp. Please note that sensitive personal information should not be shared on our website, and if you have difficulty accessing the site, please call (209) 461-0170 for assistance. Remember to carefully consider all investment options and consult a tax or legal advisor for personalized advice. State Farm is committed to providing reliable insurance and financial services to our valued customers.
Dan Torres- New York Life Insurance Company DBA Torres Financial
Dan Torres- New York Life Insurance Company DBA Torres Financial is a finance institution located at 191 Sand Creek Road in Brentwood, California. Navigating the complexities of finances can be challenging, but with the help of a financial professional like Daniel Torres, you don't have to do it alone. By evaluating your financial situation, assessing the current economic landscape, and recommending a strategy tailored to your needs, we can help you achieve your lifestyle and dreams for the future. On our website, you can find interesting calculators and videos to assist you in managing your finances. Money is personal and emotional, but it doesn't have to be scary. Understanding the connection between your day-to-day finances and emotions can help you take control of your financial situation. We also provide tips on creating a budget, preparing for surprise expenses, and managing finances as a couple, including during divorce.
Lisa Simmons - State Farm Insurance Agent
Welcome to Lisa Simmons - State Farm Insurance Agent located at 13658 Hawthorne Boulevard in Hawthorne, California. Our experienced team is dedicated to providing exceptional service and meeting all of your insurance needs. Whether you're looking for Automobile, Motorcycle, Earthquake, Health, Business, or Life Insurance, we've got you covered. With over 30 years of experience in the industry, we are committed to helping you save money with our insurance products. As a State Farm agent, I have received various honors and awards, including recognition for outstanding community service. I am also actively involved in The Randal D. Simmons Outreach Foundation, a nonprofit organization focused on helping at-risk youth with academic achievements.
Aaron Vuong - State Farm Insurance Agent
Aaron Vuong - State Farm Insurance Agent is a reputable insurance agency located at 9022 East Las Tunas Drive in Temple City, California. Situated east of Rosemead Blvd. and across the street from Camellia Square Plaza, the agency serves the San Gabriel Valley, San Fernando Valley, and LA County. The team at Aaron Vuong - State Farm Insurance Agent is dedicated to providing top-notch customer service and a variety of insurance options to meet the needs of their clients. With over 20 years of experience in the insurance industry, Aaron and his team offer expertise in auto, home, life, health, renters, rentals, business, and apartment insurance.
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