Personal financial planning services in Hollister, California
27 results found
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Mitch Dabo Associates and Dabo Financial Group LLC
● ClosedMitch Dabo Associates and Dabo Financial Group LLC is a reputable finance institution located at 801 San Benito Street in Hollister, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, tax strategies, and more. Clients can expect personalized and comprehensive financial solutions tailored to their specific needs and goals. Trustworthy and reliable, Mitch Dabo Associates and Dabo Financial Group LLC is committed to helping individuals and businesses achieve financial success and security.
801 San Benito St #1, Hollister, CA 95023, United States -
Kristi Ellington Financial
● OpenKristi Ellington Financial is a finance institution located at 8343 Church Street in Gilroy, California. With an additional office at 345 5th Street, Suite 3 in Hollister, California, this institution provides expert financial advice and services to clients in the area. Led by Kristi Ellington, a passionate and experienced Financial Advisor since 1993, the team at Kristi Ellington Financial is dedicated to helping individuals understand and navigate their unique financial situations. Kristi brings a wealth of knowledge and a love for all things financial to her practice, staying up-to-date on the latest products and services to offer the best advice possible. Her son, Nick, also plays a key role in the business, helping clients invest their money wisely and make the most of their hard-earned dollars. Together, they strive to make financial planning accessible to everyone, not just the wealthy.
8343 Church St, Gilroy, CA 95020, United States -
Edward Jones - Financial Advisor: Alexis Winder, CFP®|AAMS™
● ClosedAt Edward Jones - Financial Advisor: Alexis Winder, CFP®|AAMS™ in Hollister, California, you can trust in the expertise of a Certified Financial Planner and Accredited Asset Management Specialist to help you navigate your financial goals. Located at 615 San Benito Street, this finance institution offers personalized financial planning services to help you secure your future and make informed investment decisions. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Alexis Winder and her team are dedicated to providing tailored solutions to meet your individual needs. Contact them today to start building a solid financial foundation.
615 San Benito St Suite C, Hollister, CA 95023, United States -
Dabo Financial Group
● ClosedDabo Financial Group is a reputable accounting and finance institution located at 801 San Benito Street in Hollister, California, United States. With a team of experienced professionals, Dabo Financial Group offers a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust Dabo Financial Group to provide expert advice and personalized solutions to help them achieve their financial goals.
801 San Benito St, Hollister, CA 95023, United States -
Edward Jones - Financial Advisor: Kyle A Sharp, CFP®
● ClosedEdward Jones - Financial Advisor: Kyle A Sharp, CFP® is a reputable finance institution located at 615 San Benito Street in Hollister, California, United States. Kyle A Sharp, a Certified Financial Planner, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to providing top-notch financial services to individuals and families in the Hollister area. Whether you are planning for retirement, saving for education, or investing for the future, Kyle A Sharp and his team at Edward Jones are committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
615 San Benito St Suite C, Hollister, CA 95023, United States -
Landazuri Tax Services
● ClosedLandazuri Tax Services is a reputable accounting and finance institution located at 125 4th Street in Hollister, California, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we offer a wide range of services tailored to meet our clients' specific needs. Trust Landazuri Tax Services to handle all of your accounting and finance needs with precision and expertise.
125 4th St, Hollister, CA 95023, United States -
Mi Gente Tax Services
● ClosedMi Gente Tax Services is a trusted accounting and finance institution located at 217 5th Street in Hollister, California, United States. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the community. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. At Mi Gente Tax Services, we pride ourselves on our personalized approach and commitment to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can help you with all your accounting and finance needs.
217 5th St, Hollister, CA 95023, United States -
Rosa's Professional Services
● ClosedRosa's Professional Services is a trusted accounting and finance institution located at 321 San Felipe Road in Hollister, California. Our team of experienced professionals provides a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. With a commitment to excellence and personalized service, Rosa's Professional Services is the go-to destination for all your financial needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
321 San Felipe Rd, Hollister, CA 95023, United States -
premiere financial
● OpenPremiere Financial is a leading financial institution located at 200 Tres Pinos Road in Hollister, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Premiere Financial has the expertise to help you achieve your financial goals. With a commitment to excellence and personalized service, we strive to build long-lasting relationships with our clients and guide them towards financial success. Contact us today to schedule a consultation and see how Premiere Financial can help you secure your financial future.
200 Tres Pinos Rd, Hollister, CA 95023, United States -
Francie Naval DDS
● ClosedFrancie Naval DDS is a dental institution located at 5370 Hollister Avenue in Santa Barbara, California, United States. Dr. Francie Naval utilizes advanced technology to provide top-notch cosmetic, implant, and periodontal care. The focus is on the overall biology of oral health, using materials that promote quicker healing and optimal results. Patients are the top priority at this periodontal office, receiving individualized care to achieve their best smile. Services offered include dental implants to restore smiles and improve quality of life, gum grafts to address receding gum tissue, and a combination of cosmetic and periodontal treatments for a complete smile makeover. The use of EMS AIRFLOW technology ensures thorough teeth cleaning, while CT scans help diagnose and plan the most effective treatment. BIOLASE laser technology is employed for minimally invasive and virtually painless dental procedures.
5370 Hollister Ave suite l, Santa Barbara, CA 93111, United States -
Monterey Credit Union
● ClosedMonterey Credit Union is a reliable financial institution located at 1760 Airline Highway in Hollister, California, United States. As a credit union, we offer a range of financial services including ATM access, loans, savings accounts, and more. Our dedicated team is committed to providing personalized and friendly service to help our members achieve their financial goals. Visit us today to experience the benefits of banking with Monterey Credit Union.
1760 Airline Hwy H2, Hollister, CA 95023, United States -
Master Contact Insurance Solutions
● ClosedMaster Contact Insurance Solutions is a premier insurance agency located at 193 McCray Street in Hollister, California. With over 45 years of experience in the financial industry, we specialize in Health, Life, MediCare Health Plan, Supplemental Insurance Plan, and other insurance services. Our team is dedicated to providing top-notch service to companies, enterprises, institutions, small or large businesses, families, and individuals. At Master Contact Insurance Solutions, we offer free multicultural assistance, free leads, and full commissions paid directly from carriers. Our personalized and agile approach ensures that our clients receive the best possible coverage tailored to their specific needs. We are committed to serving diverse markets, including the Hispanic, Asian, and emerging markets.
In front of Kentucky Fried Chicken KFC, 193 McCray St #301, Hollister, CA 95023, United States -
831 Tax And Accounting
● Closed831 Tax And Accounting is a reputable institution located at 335 San Benito Street in Hollister, California. Specializing in accounting and finance services, they offer expert advice and assistance to individuals and businesses in managing their financial affairs. With a team of experienced professionals, 831 Tax And Accounting is dedicated to providing top-notch services to help clients navigate through the complexities of tax laws and financial planning. Whether you need help with tax preparation, bookkeeping, or financial consulting, this institution is committed to delivering personalized solutions tailored to your specific needs. Trust 831 Tax And Accounting to be your partner in achieving financial success.
335 San Benito St, Hollister, CA 95023, United States -
Gatl Santa Barbara Ca
● Closedare prohibited, or in a location where Gatl Santa Barbara Ca does not have an available lender or lending partner, you will not be connected to a lender or lending partner. You are urged to read and understand the terms of any loan offered by any lender or lending partner, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. By submitting your information via this website, you are authorizing Gatl Santa Barbara Ca and its partners to do a credit check, which may include verifying your social security number, driver license number or other identification, and a review of your creditworthiness. Credit checks are usually performed by one of the major credit bureaus such as Experian, Equifax and TransUnion, but also may include alternative credit bureaus. You also authorize Gatl Santa Barbara Ca to share your information and credit history with its network of approved lenders and lending partners. For qualified consumers, our lenders offer loans with an Annual Percentage Rate (APR) of 35.99% and below. For qualified consumers, the maximum APR (including the interest rates plus fees and other costs) is 35.99%. All loans are subject to the lender’s approval based on its own unique underwriting criteria. Example: Loan Amount: $5000. Annual Percentage Rate: 35.99%. Number of Monthly Payments: 30. Monthly Payment Amount: $222.64. Total Amount Payable: $6679.52. Loans include a minimum repayment plan of 12 months and a maximum repayment plan of 30 months. In some cases, you may be given the option of obtaining a loan from a tribal lender. Tribal lenders are subject to tribal and certain federal laws while being immune from state law including usury caps. If you are connected to a tribal lender, please understand that the tribal lender’s rates and fees may be higher than state-licensed lenders. Additionally, tribal lenders may require you to agree to resolve any disputes in a tribal jurisdiction. You are urged to read and understand the terms of any loan offered by any lender, whether tribal or state-licensed, and to reject any particular loan offer that you cannot afford to repay or that includes terms that are not acceptable to you. The purpose of shorter duration loans is to provide the borrower temporary financial relief. Such loans are not a long-term financial solution. Persons facing serious financial difficulties should consider other alternatives or should seek out professional financial advice. This website is not an offer to lend. Gatl Santa Barbara Ca is not a lender and does not make loan or credit decisions. Gatl Santa Barbara Ca connects consumers with lenders who may provide loans. For this reason, Gatl Santa Barbara Ca cannot supply you with an exact APR (Annual Percentage Rate) that you will be charged if you are approved for a loan. APRs vary according to the information supplied by you in your loan request and your lender. You will be given the APR, loan fees, and other terms by your lender when you are redirected to your loan agreement in the loan request process. The APR on a short term loan can range from 200% to 2,290% depending on how the APR is calculated (nominal vs. effective), the duration of the loan, loan fees incurred, late payment fees, non-payment fees, loan renewal actions, and other factors. Keep in mind that the APR range is not your finance charge and your finance charge will be disclosed later on. See a Representative Example. The APR on online personal loans can reach up to 35.99%, but for qualified consumers, rates can be much lower. The actual APR may vary depending on your credit score, loan amount, loan term, and the credit provider’s policies. Late Payment Implications: It is important to contact your lender if you are unable to repay your loan on time. Gatl Santa Barbara Ca is not a lender, and we do not have any information regarding the status of your loan. Please contact your lender directly for information on your payment status. If your payment is not made within a specified period, your lender may report the late payment to the credit bureaus. As a result, your credit score may be negatively affected. Loan Renewal Policies: Loan renewal options are not always available to you. It is essential to contact your lender directly if you need to renew your loan. If you choose to renew your loan, your lender may charge you a fee, which will be added to your loan balance. The renewal fee varies depending on the lender. Short-term loans are meant to be a short-term financial solution and should not be used as a long-term financial solution. We are not a lender. Only your lender can provide you with information about your specific loan terms and APR and the implications for non-payment of your loan. 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5142 Hollister Ave #522-k, Santa Barbara, CA 93111, United States -
Larry L. Snyder, EA - Income Tax Preparation
● OpenLarry L. Snyder, EA - Income Tax Preparation is a reputable institution located at 341 Tres Pinos Road in Hollister, California. Specializing in accounting, finance, and legal services, our team of Income Tax Professionals and Enrolled Agents are certified and dedicated to staying current with the latest information, laws, and regulations in the field. With over 45 years of experience, we offer a range of services including bookkeeping, payroll, and income tax preparation. Whether you need help keeping accurate records, deciding on the best organization for your business, or planning for taxes before your business launches, we are here to assist you every step of the way.
341 Tres Pinos Rd #201, Hollister, CA 95023, United States -
Farmers Insurance - Brenda Horder
● ClosedFarmers Insurance - Brenda Horder is an insurance agency located at 341 Tres Pinos Road in Hollister, California, United States. As your local Farmers® agent in Hollister, CA., Brenda Horder and her team are dedicated to helping customers identify the insurance coverage that best fits their needs. With over 25 years of experience, they can help you understand your coverage options for home insurance, car insurance, business insurance, and life insurance. The office is conveniently located in the Pinnacle Building, offering personalized service to clients in Hollister, San Juan Bautista, Gilroy, Salinas, and the greater San Benito County. Whether you need comprehensive coverage, renters insurance, condo insurance, or financial planning services, Brenda Horder is there to help you protect what matters most. Contact Brenda Horder at Farmers Insurance for personalized assistance with your insurance needs.
341 Tres Pinos Rd Ste 205b, Hollister, CA 95023, United States -
Farmers Insurance - Jeffrey Jacobsen
● ClosedFarmers Insurance - Jeffrey Jacobsen is an insurance agency located at 339 7th Street in Hollister, California, United States. As a local Farmers® agent, Jeffrey Jacobsen helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Jeffrey provides personalized assistance to make customers smarter about insurance. With over 80 years of experience, Farmers® offers comprehensive coverage options and competitive rates. Jeffrey can help customers select the right insurance coverage for their needs and budget, whether it's for their car, home, life, business, or condo. Additionally, Farmers Insurance and Financial Services offers options for building a solid financial plan for the future. Contact Jeffrey Jacobsen today for personalized insurance solutions and financial planning.
339 7th St Ste B, Hollister, CA 95023, United States -
Farmers Insurance - Gloria Delreal
● ClosedFarmers Insurance - Gloria Delreal is a local insurance agency located at 225 6th Street in Hollister, California. As your Farmers agent, Gloria Delreal is dedicated to helping you understand and select the right insurance coverage for your needs. With over 16 years of experience in the industry, she can assist you with auto, home, life, renters, business insurance, and more. Whether you need comprehensive coverage, collision coverage, or medical payments, Gloria can guide you through the process to ensure you are properly protected. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts.
225 6th St STE B, Hollister, CA 95023, United States -
Farmers Insurance - Bryan Pinkerton
● ClosedFarmers Insurance - Bryan Pinkerton is an insurance agency located at 5276 Hollister Avenue, Santa Barbara, California, United States. As your local Farmers agent in Santa Barbara, CA, Bryan Pinkerton works hard to protect the things that you work hard each day to create and grow. The agency offers a variety of insurance and financial services to meet the diverse needs of individuals and families. Services include home, auto, business, life, renters, and specialty insurance lines, as well as financial and retirement planning. Bryan Pinkerton takes the time to customize a plan that best fits your family's specific needs, ensuring that all coverage options are understandable. Whether you need comprehensive car insurance, home insurance, life insurance, renters insurance, or business insurance, Farmers Insurance - Bryan Pinkerton has you covered. Contact Bryan Pinkerton today to discuss your insurance needs and receive a personalized plan to protect your assets and future.
5276 Hollister Ave Ste 457, Santa Barbara, CA 93111, United States -
Farmers Insurance - Michael Stiny
● ClosedFarmers Insurance - Michael Stiny is an insurance agency located at 5710 Hollister Avenue in Goleta, California. As your local Farmers agent, Michael Stiny helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers Insurance offers a variety of coverage options including auto, home, renters, business insurance, and more. Whether you're looking for comprehensive coverage, collision coverage, or medical payments, Michael Stiny can help guide you through the process and find the right policy for your budget. Protect your most valuable possessions with Farmers Insurance, whether it's your home, rental property, or small business. With competitive rates and multi-line insurance discounts, Farmers Insurance can provide you with the coverage you need in the event of a disaster. Review your life insurance policy to ensure your loved ones are financially supported, or get a quote for renters insurance to protect your personal belongings.
5710 Hollister Ave, Goleta, CA 93117, United States -
Grace & Associates
● ClosedGrace & Associates is a reputable accounting and finance institution located at 341 1st Street in Hollister, California, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and consulting. Our commitment to excellence and personalized service sets us apart from the rest. Contact us today to see how we can help you achieve your financial goals.
341 1st St, Hollister, CA 95023, United States -
Bianchi Kasavan & Pope
● OpenBianchi Kasavan & Pope is a leading accounting and finance institution located at 243 6th Street in Hollister, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Bianchi Kasavan & Pope is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial management.
243 6th St #220, Hollister, CA 95023, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 351 Tres Pinos Road in Hollister, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to experience the difference that H&R Block can make in your financial well-being.
351 Tres Pinos Rd, Hollister, CA 95023, United States -
Wealthcare Partners of Santa Barbara
● ClosedWealthcare Partners of Santa Barbara is a premier financial institution located at 5266 Hollister Avenue in Santa Barbara, California. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to protect your assets, we are here to provide expert guidance and support. Contact us today to schedule a consultation and start building a brighter financial future with Wealthcare Partners of Santa Barbara.
5266 Hollister Ave #325, Santa Barbara, CA 93111, United States -
Mark Vivian - Raymond James
● OpenMark Vivian - Raymond James is a reputable finance institution located at 330 Tres Pinos Road in Hollister, California, United States. Specializing in financial services, they offer a wide range of investment options and personalized financial planning to help clients achieve their financial goals. With a team of experienced professionals, Mark Vivian - Raymond James is dedicated to providing top-notch financial advice and guidance to their clients. Whether you are looking to invest, plan for retirement, or manage your wealth, this institution is committed to helping you secure your financial future.
330 Tres Pinos Rd Ste F8 5, Hollister, CA 95023, United States -
TD Tax Group, Inc.
● ClosedTD Tax Group, Inc. is a reputable accounting and finance institution located at 321 San Felipe Road in Hollister, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, TD Tax Group, Inc. is dedicated to providing personalized and reliable financial solutions to help you achieve your goals. Trust in their expertise and commitment to excellence for all your accounting and finance needs.
321 San Felipe Rd Suite 7A, Hollister, CA 95023, United States -
G Ruiz Income Tax
● ClosedG Ruiz Income Tax is a trusted accounting and finance institution located at 5848 Hollister Avenue in Gaviota, California. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, planning, or filing, we are here to assist you every step of the way. With our expertise and personalized approach, you can trust us to handle all of your financial needs efficiently and accurately. Visit us today to see how we can help you achieve your financial goals.
5848 Hollister Ave, Gaviota, CA 93117, United States
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