Mutual funds accounts in California
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John Hancock Mutual Funds
● OpenJohn Hancock Mutual Funds is a reputable finance and insurance agency located at 7841 Girard Avenue in San Diego, California, United States. With a strong reputation for providing quality mutual funds and financial services, John Hancock Mutual Funds is dedicated to helping clients achieve their financial goals and secure their future. Their team of experienced professionals offers personalized advice and guidance to help clients make informed investment decisions. Whether you are looking to grow your wealth or protect your assets, John Hancock Mutual Funds is committed to providing top-notch financial solutions tailored to your individual needs.
7841 Girard Ave, La Jolla, CA 92037, United States -
CYO Retreat Center
● ClosedCYO Retreat Center, located at 2136 Bohemian Highway in Occidental, California, is a health institution dedicated to fostering the growth and development of youth through positive relationships with self, others, nature, and God. Since 1946, CYO Camp has been providing educational and memorable experiences for thousands of youth. Programs are designed to help campers build self-confidence, make new friends, and take on new challenges year after year. At Catholic Charities CYO Camp, children of all religious backgrounds are welcome to participate in youth-centered programming that focuses on community, stewardship, and friendship. The camp offers a supportive and inclusive environment where campers can learn and grow together.
2136 Bohemian Hwy, Occidental, CA 95465, United States -
Principal Financial Group
● ClosedPrincipal Financial Group is an insurance agency located at 704 Alfred Nobel Drive, Hercules, California, United States. Discover how insurance can help you protect what matters most to you. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. Protect your life and wages so that your loved ones can keep moving forward, no matter what happens. Dedicate part of each paycheck to big goals like retirement or education, with accounts tailored for the long term. Feel confident about your investments and meet your money goals with a partner in your area. Learn about the 8 simple steps to help your money adapt as life changes and the 5 challenges workers may face in retirement planning. Research our firm with FINRA's BrokerCheck. Principal Financial Group offers SimpleInvest portfolios comprised primarily of Principal products, including affiliated mutual funds and ETFs. Please refer to the Form ADV for important information about Principal SimpleInvest services, fees, and related conflicts of interest. All investments have inherent risks. The Retirement Wellness Planner and Retirement Wellness Score provide education on financial assumptions and are not intended to be financial plans or investment advice. Insurance products are issued by Principal National Life Insurance Co and Principal Life Insurance Co. Plan administrative services are offered by Principal Life. Securities are offered through Principal Securities, Inc., member SIPC and/or independent broker-dealers. Principal Financial Group is based in Des Moines, Iowa.
704 Alfred Nobel Dr, Hercules, CA 94547, United States -
Farmers Insurance - Robert Heineman
● ClosedFarmers Insurance - Robert Heineman is an insurance agency located at 32341 Camino Capistrano in San Juan Capistrano, California. As a local Farmers agent, Robert Heineman helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Robert has the knowledge and experience to assist you in understanding your options. Additionally, Robert is a Farmers Financial Solutions* Registered Representative, offering guidance on retirement accounts, college savings plans, annuities, and mutual funds. He is also licensed to sell Medicare-related insurances, individual and group health insurance, and faith-based health plans. Fluent in both Spanish and English, Robert is dedicated to helping families with their insurance needs. Contact Robert Heineman at (949) 831-3723 for personalized assistance.
32341 Camino Capistrano Ste I, San Juan Capistrano, CA 92675, United States -
BMO
● ClosedBMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
33301 Alvarado-Niles Rd, Union City, CA 94587, 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 -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 398 West El Camino Real in Sunnyvale, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future. Trust Fidelity Investments for all your investment needs.
398 W El Camino Real Suite 102, Sunnyvale, CA 94087, United States -
Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 4160 North First Street in San Jose, California, United States. With a strong reputation for providing top-notch investment services, Fidelity Investments offers a wide range of financial products and solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Fidelity Investments has the expertise and resources to guide you towards financial success. Trust in Fidelity Investments to help you navigate the complex world of finance and make informed investment decisions.
4160 N First St, San Jose, CA 95134, United States -
Farmers Insurance - James Miller
● ClosedFarmers Insurance - James Miller is an insurance agency located at 4160 Temescal Canyon Road in Corona, California, United States. James Miller started the agency following the recession of 2009 and has the knowledge and experience to help clients understand the insurance coverage they need. The agency specializes in commercial and residential property insurance, as well as offering complimentary products such as auto, life, and business insurance. They are also licensed to offer financial products like 401ks, mutual funds, and individual retirement accounts. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the local Farmers agent can help you select the right car insurance coverage for your needs and budget. They also provide home insurance to protect your valuable possession in the event of a disaster, as well as life insurance to provide financial support for your loved ones.
4160 Temescal Canyon Rd Ste 206, Corona, CA 92883, United States -
Greg Davis - State Farm Insurance Agent
● ClosedGreg Davis - State Farm Insurance Agent is a trusted insurance agency located at 1500 East Katella Avenue, Orange, California, United States. Greg Davis offers customizable coverage plans to protect your family, belongings, and finances. With options such as safe driving rewards, bundling discounts, and various coverage options, Greg Davis can tailor a solution that fits your needs. Whether you need auto insurance, homeowners insurance, renters insurance, or coverage for recreational vehicles, Greg Davis can help you find the right policy. State Farm is the largest auto insurance provider in the U.S., and offers a range of options for different types of vehicles.
1500 E Katella Ave #6, Orange, CA 92867, United States -
Frank Ortega - State Farm Insurance Agent
● ClosedFrank Ortega - State Farm Insurance Agent, located at 255 West 3rd Avenue in Escondido, California, is your go-to insurance agency for all your coverage needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, or even life insurance, Frank Ortega can help customize a plan that fits your budget and protects what matters most to you. With State Farm, you can save money by bundling policies, taking advantage of discounts, and choosing coverage options that suit your individual needs. Frank Ortega is dedicated to helping you find the right insurance solutions for you and your family, making the process fast and easy.
255 W 3rd Ave, Escondido, CA 92025, United States -
Gateway Financial Advisors, Inc. Walnut Creek Branch
● ClosedGateway Financial Advisors, Inc. Walnut Creek Branch is a financial institution located at 1801 North California Boulevard in Walnut Creek, California, United States. Specializing in accounting and finance, we cater to a wide range of clients, including business owners, parents, athletes, and widows. Our personalized approach ensures that every client receives a tailored financial plan that helps them achieve their goals and secure their future. At Gateway Financial Advisors, we go beyond traditional financial planning to help our clients build a Quality Life Plan. Our services include fee-based asset management, portfolio analysis, business planning, and more. Whether you need assistance with stocks, bonds, mutual funds, estate planning, or retirement accounts, our team of experts is here to help.
1801 N California Blvd UNIT 106, Walnut Creek, CA 94596, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 30 South 1st Street in Campbell, California, United States. As a leading provider of investment services, Charles Schwab offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. Whether you are looking to invest in stocks, bonds, mutual funds, or retirement accounts, Charles Schwab has the expertise and resources to assist you in making informed decisions. With a commitment to customer service and a reputation for excellence, Charles Schwab is a trusted name in the world of finance.
30 S 1st St, Campbell, CA 95008, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 6200 Stoneridge Mall Road in Pleasanton, California, United States. With a focus on providing investment and financial services to clients, Charles Schwab offers a wide range of products and solutions to help individuals and businesses achieve their financial goals. From investment management to retirement planning, Charles Schwab is dedicated to providing exceptional service and expertise to its clients.
6200 Stoneridge Mall Rd, Pleasanton, CA 94588, 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 -
Merrill Edge
● ClosedMerrill Edge is a finance institution located at 1707 E Capitol Expressway in San Jose, California, United States. We have a team of Merrill Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you're planning for your future or looking to invest, our personalized advice and guidance can help you achieve your goals. You can search for an advisor by name or our parent company, Merrill Lynch. Please note that by leaving Merrill Edge, you will be redirected to FINRA's BrokerCheck website. We strive to provide you with information about products and services that may be of interest to you. Investing in securities comes with risks, so it's important to be aware of potential losses. Our services include brokerage, investment advisory, financial planning, and more. Banking products are provided by Bank of America, N.A. and its affiliated banks. Merrill Lynch Life Agency Inc. is a licensed insurance agency and a subsidiary of Bank of America Corporation. For more information, please review our Client Relationship Summary.
1707 E E Capitol Expy, San Jose, CA 95121, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned finance institution located at 2399 Seal Beach Boulevard in Seal Beach, California, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options and tools to help individuals and businesses achieve their financial goals. Whether you're looking to invest in stocks, bonds, mutual funds, or retirement accounts, Charles Schwab has the expertise and resources to help you make informed decisions and grow your wealth. Trust Charles Schwab to be your partner in financial success.
2399 Seal Beach Blvd Ste 101, Seal Beach, CA 90740, United States -
Capital Growth Inc. Wealth Management
● ClosedCapital Growth Inc. Wealth Management is a trusted institution located at 12680 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we believe in helping individuals feel confident and secure in their financial situations. Our team works with you to create a customized financial plan that fits your needs and motivations, preparing you for a secure future. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term. Our goal is to help you achieve financial independence and meet your long-term financial goals. We also provide retirement funding and planning services to ensure a sustainable and secure retirement.
12680 High Bluff Dr, San Diego, CA 92130, United States -
Charles Schwab
● ClosedCharles Schwab is a renowned financial institution located at 2600 East Bidwell Street in Folsom, California, United States. As a leading finance company, Charles Schwab offers a wide range of services including investment management, brokerage services, banking, and financial planning. With a strong reputation for providing excellent customer service and expert financial advice, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals. Visit their Folsom location to speak with a knowledgeable financial advisor and start planning for a secure financial future.
2600 E Bidwell St Ste 205, Folsom, CA 95630, United States -
Lederer & Associates Investment Counsel
● ClosedLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States -
Kathleen Knight, Financial Services Professional - New York Life
● OpenKathleen Knight, Financial Services Professional - New York Life, located at 26501 Rancho Parkway South, Lake Forest, California, United States, is dedicated to serving professional advisors and empowering clients to make wise decisions through comprehensive financial planning. The institution offers innovative and thorough planning to ensure clients have everything they need to live confidently. They provide personalized guidance, explain financial concepts clearly, and hold clients accountable as they carry out their financial plans. The institution is committed to finding creative solutions to help clients achieve their goals and offers world-class service to make their lives easier. Whether clients are planning for retirement, taking care of their families, or improving their businesses, Kathleen Knight is there to help identify their financial standing and create a plan to achieve their desired lifestyle. With a focus on building personal relationships and mutual trust, Kathleen Knight is dedicated to serving clients' best interests above all else. The institution is licensed to sell insurance through New York Life Insurance Company and offers securities products and services through NYLIFE Securities LLC. Kathleen Knight is also licensed to offer mutual funds and variable products, and provides investment advisory services through Eagle Strategies, LLC. The institution serves clients in various states and is committed to providing top-notch service and support to help clients navigate their financial journeys with confidence and peace of mind.
26501 Rancho Pkwy S STE 102, Lake Forest, CA 92630, United States -
Stephanie Shields - Thrivent
● ClosedStephanie Shields - Thrivent is a financial institution located at 959 South Coast Drive, Costa Mesa, California, United States. Our mission is to help our clients define and achieve financial success so they can make a positive impact in their lives and communities. With decades of experience in personal finance, we are dedicated to creating personalized financial plans that align with the unique goals and dreams of each family we serve. Our comprehensive advice and financial strategies are designed to provide clarity and confidence as you work towards your financial aspirations. At Thrivent, we believe that money is a tool, not a goal. We are driven by a higher purpose and committed to offering financial advice, investments, insurance, banking, and generosity programs to help individuals make the most of their resources. As a member of Thrivent, you become part of a community that looks out for each other and strives to live more meaningful lives.
959 S Coast Dr, Costa Mesa, CA 92626, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 888 Prospect Street in San Diego, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to personalized service, Wells Fargo Advisors is dedicated to providing top-notch financial guidance to individuals and businesses in the San Diego area. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Wells Fargo Advisors is here to help you every step of the way.
888 Prospect St # 301, La Jolla, CA 92037, United States -
View Park Bebe Moore Campbell Library
● ClosedWelcome to the View Park Bebe Moore Campbell Library, a vibrant community hub located at 3854 West 54th Street, Los Angeles, California. Nestled in the heart of View Park-Windsor Hills, our library serves as a cornerstone for residents in this unique unincorporated area, just west of Los Angeles, north of Inglewood, and southeast of Culver City. Founded in 1940, the View Park Library has a rich history and a strong connection to the community. Originally housed on S. Harcourt Avenue, the library moved to its current location in 1977 and proudly showcases a mural by artist Frank Matranga. In 2015, we were honored to be renamed after Bebe Moore Campbell, a beloved View Park resident, bestselling author, and mental health advocate.
3854 West 54th Street, Los Angeles, California 90043, United States -
Statefarm
● ClosedWelcome to State Farm Insurance Agency in Rohnert Park, California. Conveniently located at 8492 California 116, we are proud to serve our local community with a wide range of insurance and financial services tailored to meet your unique needs. At State Farm, we believe in providing personalized protection plans that not only safeguard what matters most to you but also offer significant savings. With our State Farm® Personal Price Plan®, you can customize your coverage and discover various ways to save. If you bundle multiple State Farm insurance products, such as homeowners, renters, condo, or life insurance with your vehicle insurance, you could save as much as $1,273 annually.
8492 California 116, Rohnert Park, California 94928, United States -
Principal Financial
● OpenWelcome to Principal Financial, your trusted partner in securing a stable financial future. Conveniently located at 801 Tioga Avenue, Sand City, California, we specialize in providing comprehensive financial services tailored to your unique needs. At Principal Financial, we understand the importance of protecting what matters most to you. Whether it's safeguarding your life, income, or planning for a secure retirement, our expert team is here to guide you through the complexities of the financial world. We offer personalized strategies that help you navigate market volatility and ensure that your loved ones can continue to thrive, no matter what life throws your way.
801 Tioga Avenue, Sand City, California 93955, United States -
Principal Financial
● OpenWelcome to Principal Financial, your trusted partner in achieving financial security and success. Located at 8139 West Manchester Avenue, Los Angeles, California, we specialize in helping you protect what matters most through comprehensive insurance solutions and strategic financial planning. In times of market volatility, we provide guidance to ensure your life and wages are safeguarded, allowing your loved ones to continue thriving. Our dedicated team is here to help you allocate part of each paycheck towards significant long-term goals, such as retirement or education, with tailored accounts designed for sustained growth. We believe in empowering you to live well both now and in retirement, encouraging you to save a little each month and gradually increase your contributions. Many workplaces offer plans to assist you in this journey, and we're here to complement those efforts.
8139 West Manchester Avenue, Los Angeles, California 90293, United States -
State Insurance
● ClosedWelcome to State Insurance, your trusted local insurance agency located at 3540 Highland Avenue, Manhattan Beach, California 90266. As a proud provider of State Farm products, we offer you the opportunity to personalize your protection with the State Farm® Personal Price Plan®. Our goal is to help you find the right coverage while discovering ways to save with a variety of options tailored to your needs. By choosing State Insurance, you can benefit from additional savings when you bundle multiple State Farm insurance products such as homeowners, renters, condo, or life insurance along with vehicle insurance. You could potentially save as much as $1,273 annually. Our vehicle insurance options include impressive discounts like up to 30% savings with Drive Safe & Save® and up to 20% savings for safe-driving young adults with Steer Clear®.
3540 Highland Avenue, Manhattan Beach, California 90266, United States -
J.P. Morgan Private Bank
● OpenWelcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.
222 Pacific Coast Highway, El Segundo, California 90245, United States -
Freedom Gold USA
● ClosedWelcome to Freedom Gold USA, California's premier Gold IRA investment firm, located at 5800 South Eastern Avenue, Commerce, California 90040. As the state's top choice for securing your retirement with precious metals, we offer unparalleled guidance in gold IRA investing to maximize your financial future. At Freedom Gold USA, we understand that investing promises great rewards to those who master the craft. Our mission is to help you navigate the powerful avenue of gold IRA investing, ensuring that your retirement is secure with physical gold, silver, and other precious metals. Whether you're a newcomer eager to diversify your portfolio or a seasoned investor seeking expert assistance, our team is here to provide the exceptional service you deserve.
5800 South Eastern Avenue, Commerce, California 90040, United States
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