Personal insurance advisor in California
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PlanMember Financial Group
● ClosedPlanMember Financial Group is a finance institution located at 1600 State Street in Santa Barbara, California, United States. With a focus on helping individuals and families achieve their financial goals, PlanMember offers a range of services including retirement planning, investment management, and insurance solutions. Their team of experienced financial advisors work closely with clients to develop personalized strategies to secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, PlanMember Financial Group is dedicated to providing expert guidance and support every step of the way.
1600 State St, Santa Barbara, CA 93101, United States -
Cambridge Investment Research
● ClosedCambridge Investment Research is a leading finance and insurance agency located at 3780 Kilroy Airport Way in Long Beach, California, United States. Our team of experts is dedicated to providing personalized investment solutions and insurance options tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on building long-term relationships, Cambridge Investment Research is a trusted partner for individuals and businesses seeking financial security and stability. Contact us today to learn more about how we can help you achieve your financial goals.
3780 Kilroy Airport Way #200, Long Beach, CA 90806, United States -
Amit Gandhi - Prudential Financial
● ClosedAmit Gandhi - Prudential Financial is a reputable finance and insurance agency located at 18500 Pioneer Boulevard in Artesia, California, United States. With a focus on providing quality financial and insurance services, Amit Gandhi - Prudential Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at this institution are committed to providing personalized and comprehensive solutions to meet your needs. Visit them today to learn more about how Amit Gandhi - Prudential Financial can help you achieve financial success and peace of mind.
18500 Pioneer Blvd #202, Artesia, CA 90701, United States -
Ameriprise Auto & Home
● OpenAmeriprise Auto & Home is a finance institution located on West 29th Street in Los Angeles, California, United States. Specializing in auto and home insurance, Ameriprise offers a range of financial services to help protect your most valuable assets. With a team of experienced professionals, Ameriprise provides personalized solutions to meet your insurance needs and ensure peace of mind. Visit us today to learn more about our services and how we can help safeguard your future.
W 29th St, Los Angeles, CA 90007, United States -
Mass Mutual Financial Group
● OpenMass Mutual Financial Group is a renowned finance and insurance agency located at 3580 Wilshire Boulevard in Los Angeles, California, United States. With a strong reputation for providing top-notch financial services and insurance products, Mass Mutual is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for retirement planning, investment management, or insurance coverage, Mass Mutual Financial Group is committed to helping you secure a prosperous future.
3580 Wilshire Blvd # 1740, Los Angeles, CA 90010, United States -
Solucion Hispana Financial Services
● ClosedSolucion Hispana Financial Services is a comprehensive financial institution located at 1655 South Western Avenue in Los Angeles, California. Specializing in accounting, finance, insurance, and real estate services, Solucion Hispana caters to the diverse needs of the Hispanic community in the United States. With a team of experienced professionals, the institution offers personalized and expert advice to help clients achieve their financial goals. Whether you need assistance with taxes, investments, insurance policies, or real estate transactions, Solucion Hispana is dedicated to providing top-notch service and support. Visit us today to experience the difference in financial services.
1655 S Western Ave B, Los Angeles, CA 90006, United States -
Thrivent Financial for Lutherans
● OpenThrivent Financial for Lutherans is a finance institution located at 4823 Rosecrans Avenue in Hawthorne, California, United States. As a trusted financial services provider, Thrivent Financial for Lutherans offers a range of products and services designed to help individuals and families achieve their financial goals. With a focus on serving the Lutheran community, Thrivent Financial provides personalized financial planning, investment management, insurance products, and retirement solutions. Whether you are looking to save for the future, protect your assets, or plan for retirement, Thrivent Financial for Lutherans is dedicated to helping you make wise financial decisions and secure your financial future.
4823 Rosecrans Ave, Hawthorne, CA 90250, United States -
LPL Financial
● OpenLPL Financial is a reputable financial institution located at 8050 East Florence Avenue in Downey, California, United States. As a leading general contractor in the finance industry, LPL Financial offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or insurance services, LPL Financial is dedicated to providing top-notch financial services tailored to your specific needs.
8050 E Florence Ave #101, Downey, CA 90240, United States -
George Zuluaga
● OpenGeorge Zuluaga is a trusted finance and insurance agency located at 13006 Philadelphia Street in Whittier, California, United States. With a commitment to providing personalized financial solutions and comprehensive insurance coverage, George Zuluaga is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for assistance with investments, retirement planning, or insurance policies, the experienced professionals at George Zuluaga are here to help. Visit us today to learn more about our services and how we can help you secure your financial future.
13006 Philadelphia St, Whittier, CA 90601, United States -
Avina Financial Group, Inc.
● ClosedAvina Financial Group, Inc. is a reputable finance institution located at 13006 Philadelphia Street in Whittier, California, United States. Specializing in financial services, Avina Financial Group, Inc. offers a range of solutions to meet the diverse needs of its clients. With a team of experienced professionals, the institution is dedicated to providing expert advice and personalized financial strategies to help individuals and businesses achieve their financial goals. Trust Avina Financial Group, Inc. for all your financial needs.
13006 Philadelphia St, Whittier, CA 90601, United States -
TaeVestement LLC
● ClosedTaeVestement LLC is a finance and insurance agency located at 1516 West Redondo Beach Boulevard in Gardena, California. Our institution specializes in providing personalized financial and insurance solutions to individuals and businesses. With a team of experienced professionals, we offer a wide range of services including investment management, retirement planning, and risk management. At TaeVestement LLC, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today to learn more about how we can assist you with your financial needs.
1516 W Redondo Beach Blvd, Gardena, CA 90247, United States -
Mark Sudol - Ameriprise Financial Services, Inc.
● ClosedMark Sudol - Ameriprise Financial Services, Inc. is a finance institution located at 1025 West 190th Street in Gardena, California, United States. The institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Mark Sudol - Ameriprise Financial Services, Inc. provides personalized financial planning, investment management, retirement planning, and insurance services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution can provide the expertise and guidance you need to make informed financial decisions.
1025 W 190th St #405, Gardena, CA 90248, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank, located at 990 West 190th Street in Torrance, California, is dedicated to helping individuals and families achieve their financial goals. The South Bay team offers expertise in working with a diverse range of clients, including business owners, corporate executives, and modern families. They are committed to helping clients plan for their future and leave a lasting legacy. The team is actively involved in giving back to the community through various organizations. Services offered include investment and insurance products, as well as advice on tax and legal matters. U.S. Bank is dedicated to providing personalized financial solutions to help clients manage and grow their wealth.
990 W 190th St # 220, Torrance, CA 90502, United States -
Northwestern Mutual Financial: Wegge Michael
● OpenNorthwestern Mutual Financial: Wegge Michael is a finance and insurance agency located at 515 Flower Street, Los Angeles, California, United States. Our financial advisors are dedicated to helping protect your family and keeping your goals on track with personalized insurance solutions. We offer a wide range of financial options, including investments and insurance, designed for your specific goals. Our advisors will create a personalized plan for you at no cost, balancing your current and future priorities. With top financial strength ratings and recognition for customer experience, we are committed to helping you reach your financial goals. Connect with an advisor today to start planning for your future with Northwestern Mutual Financial: Wegge Michael.
515 Flower St # 33, Los Angeles, CA 90071, United States -
Northwestern Mutual - David Katz III
● ClosedNorthwestern Mutual - David Katz III is a reputable finance institution located at 515 Flower Street in Los Angeles, California. As a branch of Northwestern Mutual, a leading financial services company, David Katz III offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, they provide personalized financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Northwestern Mutual - David Katz III is dedicated to helping you secure a stable financial future.
515 Flower St, Los Angeles, CA 90071, United States -
Syud Sharif - Ameriprise Financial Services, LLC
● OpenSyud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.
10801 National Blvd Ste 515, Los Angeles, CA 90064, United States -
Ace Financial Group
● OpenAce Financial Group is a leading financial institution located at 7645 Garden Grove Boulevard in Garden Grove, California. As a trusted name in the finance industry, we offer a wide range of services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking for investment opportunities, insurance products, or retirement planning services, Ace Financial Group has the expertise and resources to meet your needs. Visit us today to learn more about how we can help you secure your financial future.
7645 Garden Grove Blvd, Garden Grove, CA 92841, United States -
Williams Tax & Financial Services
● ClosedWilliams Tax & Financial Services is a trusted finance and insurance agency located at 4474 West Cerritos Avenue in Los Alamitos, California. With a team of experienced professionals, we provide expert advice and personalized solutions to help individuals and businesses manage their finances effectively. Whether you need help with tax planning, retirement planning, or insurance coverage, we are here to assist you every step of the way. Visit us today to learn more about our comprehensive financial services and how we can help you achieve your financial goals.
4474 W Cerritos Ave, Los Alamitos, CA 90720, United States -
재정보험 전문 에이전트 유니스 한
● ClosedUniS Han, a specialized financial insurance agent, located at 6281 Beach Boulevard, Buena Park, California, United States, understands that preparing for retirement, one of the most important moments in your life, can be overwhelming. But worry not! We design tailored plans for you through various financial insurances such as life insurance, annuities, and 401K, analyzing your current and future financial situation to help you achieve your retirement goals. We provide personalized plans based on your individual circumstances, offering information on investment and insurance products while considering details such as income, expenses, and debts to present you with the most suitable plan. Trustworthy and reliable, UniS Han can alleviate your worries about the future. Join us in preparing for your future with services including pension, long-term care, life insurance, retirement planning, and cancer insurance. Experience the Good Life with UniS Han, your expert in financial insurance planning.
6281 Beach Blvd STE 156, Buena Park, CA 90621, United States -
J C Financial
● OpenJ C Financial is a reputable finance institution located at 106 West Live Oak Street in San Gabriel, California. With a strong commitment to providing top-notch financial services, J C Financial offers a wide range of financial solutions to individuals and businesses in the area. Whether you are looking for assistance with investments, loans, or financial planning, the experienced team at J C Financial is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can help you secure a stable financial future.
106 W Live Oak St, San Gabriel, CA 91776, United States -
MJS Financial Svc LLC
● ClosedMJS Financial Svc LLC is a reputable financial institution located at 18685 Main Street in Huntington Beach, California, United States. Specializing in finance, MJS Financial Svc LLC offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, they provide expert advice and tailored solutions to help clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, MJS Financial Svc LLC is dedicated to providing top-notch service and personalized attention to meet your financial needs.
18685 Main St #101, Huntington Beach, CA 92648, United States -
Yang's Financial Services
● OpenYang's Financial Services is a reputable finance institution located at 320 Montessori Avenue in Placentia, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, our experts are here to provide personalized solutions tailored to your specific needs. Trust Yang's Financial Services to provide you with the expertise and guidance you need to secure your financial future.
320 Montessori Ave, Placentia, CA 92870, United States -
H & H Financial Services
● OpenH & H Financial Services is a trusted financial institution located at 9577 Bolsa Avenue in Westminster, California. Our team of experienced professionals is dedicated to providing personalized financial solutions to meet the unique needs of our clients. Whether you are looking for assistance with investments, retirement planning, or insurance, we are here to help. Visit us today to learn more about how H & H Financial Services can help you achieve your financial goals.
9577 Bolsa Ave, Westminster, CA 92683, United States -
Professional Financial Services (PFS)
● OpenProfessional Financial Services (PFS) is a reputable finance and insurance agency located at 23161 Mill Creek Drive in Laguna Hills, California, United States. With a team of experienced professionals, PFS offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, insurance coverage, or retirement planning, PFS is dedicated to providing personalized solutions to meet your specific needs. Trust PFS to help you navigate the complex world of finance and insurance with expertise and integrity.
23161 Mill Creek Dr #340, Laguna Hills, CA 92653, United States -
Kennedy Shaw - Thrivent
● OpenKennedy Shaw - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. With licenses in multiple states, including Arizona, California, Idaho, Minnesota, Nevada, New York, Oregon, and Wisconsin, Kennedy Shaw - Thrivent offers clarity for your current financial position and confidence for your future endeavors. Specializing in guiding couples, women, and divorced women through their financial journeys, Kennedy Shaw provides personalized advice, tools, and guidance tailored to fit your unique circumstances and goals. They view money as a means, not an end, and strive to optimize your finances regardless of your starting point. At Kennedy Shaw - Thrivent, financial planning is approached with careful consideration to comprehend your individuality, values, and goals. Their purpose-driven approach offers advice rooted in your purpose and aligned with what matters most to you. With a focus on treating money as a tool, not a goal, Kennedy Shaw - Thrivent provides robust financial strategies to guide you towards your financial destination.
49 Discovery Suite 140, Irvine, CA 92618, United States -
David Parker - Thrivent
● ClosedDavid Parker - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, GA, ID, IL, MA, ME, MN, NC, ND, NH, NV, OR, SD, TX, VA, and WY. The institution focuses on protecting loved ones against the impact of long term care, death, and disability. You can plan a visit in person at their offices in Irvine, at your home, or virtually via Zoom or Facetime. Licensing information is available through your State Insurance Department’s website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional.
49 Discovery Suite 140, Irvine, CA 92626, United States -
KevinBrunner.com
● ClosedKevinBrunner.com is a trusted finance and insurance agency located at 333 City Boulevard West in Orange, California, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, KevinBrunner.com is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or comprehensive insurance coverage, the experienced team at KevinBrunner.com is here to assist you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
City Tower, 333 City Blvd W, Orange, CA 92868, 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 -
Melissa Shaw, CFP(r)
● ClosedMelissa Shaw, CFP(r) is a finance and insurance agency located at 26477 Rancho Parkway South, Lake Forest, California, United States. Melissa Shaw is a Risk Manager, Insurance Specialist, and Financial Counselor who can assist with tax planning, risk management, retirement, and estate planning. With a passion for helping people achieve their financial goals, Melissa offers personalized strategies and guidance to navigate the complexities of the "Money Game." Whether you need assistance with investments, insurance, or estate planning, Melissa and her team are dedicated to providing comprehensive financial solutions. Contact Melissa Shaw, CFP(r) at 800-729-6344 for expert advice and practical strategies to increase your financial literacy and reach your financial goals.
26477 Rancho Pkwy S, Lake Forest, CA 92630, United States -
Capital CS Group
● OpenCapital CS Group is a leading financial institution located at 15375 Barranca Parkway in Irvine, California. Our dedicated team offers a wide range of financial services to meet the needs of our valued clients, including individuals, Homeowners Associations (HOAs), business owners, and corporate executives. At Capital CS Group, we pride ourselves on providing personalized solutions and excellence in financial planning. Our specialized team excels in creating tailored investment strategies for HOAs, optimizing reserve management and investment opportunities through our proprietary technology "HOA invest."
15375 Barranca Pkwy g110, Irvine, CA 92618, United States
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