Personal financial advisor in Commerce, California

Kristie Facto - State Farm Insurance & Financial Services Agent, Rocket Pro MLO, is a second-generation State Farm Agent located at 5480 Baltimore Drive, La Mesa, California, United States. Specializing in Auto, Renters, Homeowners Commercial Business Insurance, and Life & Health Insurance, we offer a Home & Auto Multi-Line Discount. With a focus on excellent customer service, we help individuals transfer to a CA or AZ Agent seamlessly. Our team has been serving customers in California and Arizona since 2001, providing financial services since 2001. We are proud members of the LA MESA Chamber of Commerce and prioritize building long-lasting relationships with our clients. Our mission is to help individuals manage risks, recover from unexpected events, and achieve their dreams through insurance and financial services. Our experienced team members, including Solmayda, McKenna, and Cheri, are dedicated to providing outstanding customer service and assisting with all insurance needs. We also offer pet insurance products underwritten by American Pet Insurance Company and ZPIC Insurance Company. Contact us today for all your insurance and financial needs.

Juan Manuel Castillo: Primerica - Financial Services is a reputable finance and insurance agency located at 5350 Commerce Boulevard in Rohnert Park, California, United States. With a focus on providing top-notch financial services, the institution is dedicated to helping individuals and families achieve their financial goals. Whether it's investing, retirement planning, or insurance needs, the team at Juan Manuel Castillo: Primerica is committed to providing personalized and comprehensive solutions to meet the unique needs of each client. Trustworthy and professional, this institution is a go-to destination for all your financial needs.

Brent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.

Edward Jones - Financial Advisor: Alan Ayoub is a trusted financial institution located at 10370 Commerce Center Drive in Rancho Cucamonga, California. As a finance institution, they offer a wide range of services to help individuals and businesses manage their investments and plan for their financial futures. With Alan Ayoub as the dedicated financial advisor, clients can expect personalized advice and tailored solutions to help them reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Edward Jones - Financial Advisor: Alan Ayoub is here to help you every step of the way.

Welcome to Commerce Technologies, your premier destination for cutting-edge electronics and financial solutions in Long Beach, California. Conveniently located at 3738 Bayer Avenue, our store offers a unique blend of high-quality electronics and expert financial services designed to meet the diverse needs of our community. At Commerce Technologies, we pride ourselves on delivering exceptional customer service and innovative products. Our electronics store features a wide range of the latest gadgets, from smartphones and laptops to home entertainment systems and smart home devices. Whether you're a tech enthusiast or simply looking to upgrade your devices, our knowledgeable staff is here to guide you through our extensive selection and help you find the perfect fit.

Commerce Financial Services is a leading finance institution located at 1070 Commerce Street in San Marcos, California, United States. With a strong commitment to providing top-notch financial services to individuals and businesses, Commerce Financial Services offers a wide range of financial solutions including loans, investments, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Commerce Financial Services can help you achieve financial success.

Pearson Financial Group LLC is an insurance agency located at 5880 Commerce Boulevard, Rohnert Park, California, United States. Specializing in providing term policies to cover mortgages, they offer protection for loved ones in the event of accidents, unemployment, or untimely death. Clients are often eligible for simplified issue policies, with no medical screening required. Coverage timing varies by carrier, but in most cases, it is effective once the application is submitted. Schedule a complimentary policy review with Gregg Pearson by visiting their website or contacting them at 888.601.5012 or gregg@pearsonfinancialgroup.com.

U.S. Bancorp Investments - Financial Advisors in Rohnert Park, California, is a trusted institution offering comprehensive financial services to help individuals and businesses achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized investment strategies tailored to each client's unique needs. Located at 6500 Commerce Boulevard, our office is conveniently situated for easy access. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our skilled professionals are here to guide you every step of the way. Trust U.S. Bancorp Investments - Financial Advisors in Rohnert Park to help you secure a strong financial future.

Crumbley Financial Services is a reputable finance and insurance agency located at 6020 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment planning, retirement planning, insurance coverage, and more. Trust Crumbley Financial Services to provide you with expert advice and personalized solutions to secure your financial future.

Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.

Accretive Tax Advisors is a reputable finance institution located at 16855 West Bernardo Drive in San Diego, California. Specializing in tax advisory services, they provide expert guidance and strategic solutions to help individuals and businesses navigate the complexities of taxation. With a team of experienced professionals, Accretive Tax Advisors is dedicated to delivering personalized service and maximizing financial outcomes for their clients. Whether you need assistance with tax planning, compliance, or resolution, you can trust Accretive Tax Advisors to provide reliable and efficient support.

Northbay Advisors is a leading accounting and finance institution located at 6010 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, Northbay Advisors offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you are looking to improve your personal finances or grow your business, Northbay Advisors is dedicated to providing expert advice and guidance to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.

At Edward Jones - Financial Advisor: Will Ekren, AAMS™, located in Rohnert Park, California, United States, clients can expect personalized financial guidance and investment strategies tailored to their individual goals. With a focus on building long-term relationships, Will Ekren, a knowledgeable Accredited Asset Management Specialist, helps clients navigate the complexities of the financial world and make informed decisions to secure their financial futures. Whether you are planning for retirement, saving for a child's education, or seeking to grow your wealth, Edward Jones - Financial Advisor: Will Ekren, AAMS™ is committed to providing reliable and trustworthy financial advice.

Dax Financial Group is a leading finance institution located at 5211 East Washington Boulevard in Commerce, California, United States. We specialize in providing a wide range of financial services, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.

Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.

Welcome to Ron Selak's Financial and Insurance Services, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 6040 Commerce Boulevard in Rohnert Park, California, we are dedicated to providing personalized solutions tailored to meet your unique financial and insurance needs. At Ron Selak's Financial and Insurance Services, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Our experienced team of professionals is here to guide you through every step of your financial journey, offering expert advice and comprehensive services in both finance and insurance.

Edward Jones - Financial Advisor: Jane Sa Welcome to Edward Jones, where Financial Advisor Jane Sa is dedicated to helping you achieve your financial goals. Conveniently located at 6010 Commerce Boulevard, Rohnert Park, California 94928, our office is committed to providing personalized financial services tailored to your unique needs.

Welcome to Primerica Financial Services, your trusted partner in financial empowerment, located at 5900 South Eastern Avenue, Commerce, California. At Primerica, we are dedicated to helping individuals and families achieve their financial goals through personalized guidance and innovative solutions. Our team of experienced professionals is committed to providing you with the knowledge and tools necessary to make informed financial decisions. Whether you are planning for retirement, seeking life insurance, or looking to invest in your future, Primerica is here to support you every step of the way. Visit us today and take the first step towards securing your financial future with a company that values integrity, transparency, and customer satisfaction.

Ryan Maguire - State Farm Insurance Agent is an insurance agency located at 2210 Lake Washington Boulevard in West Sacramento, California. We proudly serve the insurance needs of individuals in Nevada, Arizona, California, and Oregon. With over 40 years of experience, our dedicated team is committed to helping customers protect their assets and realize their dreams. Our licensed staff is knowledgeable in a wide variety of insurance products and we offer a white-glove experience to all our clients. As a pet-friendly office, we also provide Pet Insurance through Trupanion. We are members of the West Sacramento Chamber of Commerce and the Rainbow Community Chamber of Commerce. Our mission is to help people manage risks in life, recover from unexpected events, and achieve their goals through unparalleled service.

Cheryl Estep - State Farm Insurance Agent is a trusted insurance agency located at 8022 Painter Avenue in Whittier, California. Conveniently situated at the corner of Painter and Maulsby, the agency serves the communities of Pico Rivera, La Mirada, and Santa Fe Springs. As a second-generation State Farm Agent with a background in claims, Cheryl Estep understands the importance of having the right insurance coverage, especially when it comes to life insurance. With a commitment to educating customers and helping them make informed decisions, Cheryl and her team are dedicated to providing personalized insurance plans that fit the needs and budget of each individual or family.

Gilbert Ayon is a versatile professional offering services as an Insurance Agent at S&R Insurance Group, as well as a Loan Officer and Real Estate Agent at Stigler Mortgage. Located at 10370 Commerce Center Drive in Rancho Cucamonga, California, Gilbert Ayon provides expert financial, insurance, and real estate services to clients in the United States. With a strong background in finance and a commitment to helping clients achieve their goals, Gilbert Ayon is a trusted advisor in the industry.

Roger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.

Todd Huebler - State Farm Insurance Agent is an insurance agency located at 1178 East Grand Avenue in Arroyo Grande, California. Our office is situated on the corner of Brisco and Grand in the blue commercial building. We are proud to offer Insurance and Financial Services to clients throughout California, Oregon, and Arizona. Our team of licensed Insurance Professionals is dedicated to helping you find the right insurance coverage for your specific needs. We provide services such as Auto Insurance, Life Insurance, Pet Insurance, and Financial Services to the Arroyo Grande area and surrounding San Luis Obispo County. Additionally, we assist small business owners with their Commercial lines of Insurance.

Farmers Insurance - Theresa Simes is an established insurance agency located at 17165 Newhope Street in Fountain Valley, California. With 40 years of experience, Theresa Simes and her team of licensed insurance professionals offer a wide range of insurance specialties including home, auto, umbrella, specialty (RV, boat, mobile home), rental property, business, workers compensation, life, and financial services. They are dedicated to meeting all of your insurance needs and provide personalized service to clients from all over California. Theresa Simes is actively involved in the Fountain Valley community and serves on the board of the Fountain Valley Chamber of Commerce. She is committed to helping clients protect their investments and offers comprehensive coverage options for auto, home, life, renters, condo, and business insurance. Additionally, she provides personalized financial planning services to help clients secure a stable future.

MacTax Solutions is a trusted accounting and finance institution located at 9027 Florence Avenue in Downey, California. Our dynamic father and son team has been helping individuals and businesses save on their taxes for years. We pride ourselves on educating our clients on their tax situations and keeping them informed on the latest tax laws. At MacTax Solutions, we go above and beyond to ensure complete client satisfaction. Our team includes experts like Heddy, who combines tax and immigration expertise, Marco, with over 25 years of experience in tax law and accounting, Ivan, who specializes in e-commerce and influencer sectors, Amadeus, with a strong accounting background, Evelyn, skilled in accounting and workforce management, Robert, blending tax expertise with management skills, and Victoria, a Bilingual Tax Specialist with administration and analysis skills.

Whyte & Associates, Inc. is a reputable accounting and finance firm located in Rancho Cucamonga, California. With a prime location at 10370 Commerce Center Drive, this institution offers a wide range of financial services to individuals and businesses in the area. Their team of experienced professionals is dedicated to providing personalized and expert advice to help clients reach their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Whyte & Associates, Inc. is here to help. Trustworthy and reliable, this institution is committed to helping you achieve financial success.

Dave Easterby - State Farm Insurance Agent is located at 625 Old Mammoth Road in Mammoth Lakes, California, United States. As a State Farm Agent since 2002, Dave Easterby offers 30 years of experience in insurance and financial services. Specializing in Auto, Home, Condo, Life, and Health insurance, Dave Easterby is dedicated to helping clients save money and find the right coverage for their needs. As a member of the CA Chamber of Commerce and President of the Mammoth Lakes Fire Safe Council, Dave Easterby is committed to serving the community. Customers can expect good neighbor customer service, 24/7 quotes on car insurance, and free quotes on auto insurance. In addition to providing insurance services, Dave Easterby offers valuable tips on home fire evacuation plans and DIY auto maintenance. For more information or to obtain an auto insurance quote, please call or text the office at (760) 934-7575. Please note that sensitive personal information should not be shared on the website for your protection. State Farm VP Management Corp. distributes securities, while State Farm Life Insurance Company and State Farm Life and Accident Assurance Company issue life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it's important to seek advice from a tax or legal advisor for personalized guidance.

Jay Epstein - State Farm Insurance Agent is a reputable insurance agency located at 704 East Perkins Street in Ukiah, California. Conveniently situated next door to Starbucks Coffee on the East side of Highway 101 at the Perkins Street Exit, this agency is easily accessible for all your insurance needs. Specializing in motorcycle insurance coverage, Jay Epstein and his team are committed to ensuring that your coverage suits your biking lifestyle, whether you are a seasoned rider or a casual biker. With over a decade of experience serving the Ukiah community, Jay is dedicated to providing top-notch Insurance and Financial Services.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

Aleene "Ace" Althouse - State Farm Insurance Agent is a well-established insurance agency located at 1215 Mission Street in Santa Cruz, California. While online auto quoting is not available, customers can call, text, or visit the office for a personalized insurance quote. Aleene Althouse and her team are dedicated to serving all financial and insurance needs of the Santa Cruz County area. Aleene Althouse has been a State Farm agent since 2003 and holds a B.S. from California State University, San Jose. She is actively involved in the community, being a member of the Santa Cruz Chamber of Commerce, Santa Cruz Rotary, and a foster family for Native Animal Rescue. Aleene is a licensed private pilot and a long-time resident of Santa Cruz, with a passion for animals and wildlife rehabilitation.