Personal insurance advisor in City of Industry, CA
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A Plus Tax & Financial Services
● ClosedA Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.
1975 S Broadway Suite B, Santa Maria, CA 93454, United States -
South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Hercules Dinglasan, Bankers Life Agent
● OpenHercules Dinglasan, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing clients with personalized insurance solutions, Hercules Dinglasan offers a range of life insurance products to meet the individual needs of each customer. With a commitment to exceptional customer service and a dedication to helping clients protect their financial futures, Hercules Dinglasan, Bankers Life Agent is a trusted partner in the insurance industry. Contact them today to learn more about their offerings and how they can help you secure your financial well-being.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Banking Truths
● OpenBanking Truths is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. We specialize in helping individuals safely invest cash like big banks do, keep liquid capital compounding, and legally shelter growth from ongoing taxation. Our goal is to provide transparent and educational services, recommending only the best products and designs. We believe in complementing your wealth building efforts and customizing a private banking system that maximizes access, control, and growth while sheltering from future taxes. Let us help you recapture the velocity of your cash flow and stop letting big banks and taxes reap all the profits. Learn about the benefits of Whole Life policies and the Infinite Banking Concept, and let us do the shopping and modeling for your ideal banking life insurance policy. Join us in optimizing your financial future and securing your wealth with the most robust products, companies, and design techniques available.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Rhino Employee Benefits
● ClosedRhino Employee Benefits is an independent insurance agency located at 21600 West Oxnard Street, Los Angeles, California, United States. We are more than just a broker – we are your trusted advisor for selecting the perfect employee benefits program for your company and employees. Our team has over 35 years of experience in the insurance industry, providing personalized insurance guidance, customized products, and quality service to individuals, families, and businesses nationwide. At Rhino Employee Benefits, we offer Benefits Compliance Services that many other brokers neglect, and we cover the costs for our business clients. We also provide Personal Insurance Planning Services to help protect what matters most to you, whether it's your health, wealth, or assets.
21600 W Oxnard St #645, Woodland Hills, CA 91367, United States -
Valley Oak Wealth Management
● ClosedValley Oak Wealth Management, located at 2 Ranch Drive in Novato, California, is a finance and insurance agency dedicated to guiding clients through their financial journey to retirement and beyond. The experienced team at Valley Oak Wealth Management believes that it is never too early to start planning for the future and they are committed to helping clients as they embark on the next chapter of their lives. With a focus on portfolio diversification, Valley Oak Wealth Management works with each client to determine the best strategy for their individual needs. The team understands that life is unpredictable, which is why they strive to ensure that clients are prepared for anything that may come their way.
2 Ranch Dr, Novato, CA 94945, United States -
Innovative Settlements(R), Life Settlement Experts
● ClosedInnovative Settlements(R), Life Settlement Experts is a leading finance, insurance agency, and lawyer institution located on Candlewood Drive in Petaluma, California, United States. With a team of experts specializing in life settlements, they offer innovative solutions for clients looking to maximize the value of their life insurance policies. Whether you are looking to sell your policy or explore other options, Innovative Settlements(R) has the knowledge and experience to help you make informed decisions about your financial future. Trust the experts at Innovative Settlements(R) to provide personalized and professional service to meet your unique needs.
Candlewood Dr, Petaluma, CA 94954, United States -
American Brokerage Network
● ClosedAmerican Brokerage Network is an insurance agency located at 347 Gellert Boulevard in Daly City, California. We pride ourselves on standing out from the competition by offering a wide range of services to our clients. From online webinars to one-on-one training sessions, we are dedicated to helping you succeed in the insurance business. Our team of experienced case managers will handle your cases from start to finish, ensuring a smooth process every step of the way. We specialize in finding the right insurance carrier for medically impaired or hard to place cases, thanks to our network of experienced underwriters. Our knowledge extends beyond the basics, with expertise in Premium Finance, Wealth & Estate Transfers, Business & Executive Planning, Living Benefits, Non-Med Underwriting, and more. We excel at placing large cases and navigating the complex requirements of foreign national markets.
347 Gellert Blvd M, Daly City, CA 94015, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 3738 Mount Diablo Boulevard in Lafayette, California. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services including wealth management, retirement planning, and insurance solutions. Known for their commitment to helping clients achieve their financial goals and secure their future, Northwestern Mutual is a trusted institution with a long history of excellence in the industry. Visit their office in Lafayette to learn more about how they can assist you in achieving financial security and peace of mind.
3738 Mount Diablo Blvd #306, Lafayette, CA 94549, United States -
Donald Rizzo, Financial Services Professional - New York Life
● OpenDonald Rizzo, Financial Services Professional at New York Life, located at 5850 Gloria Way in Livermore, California, is a trusted finance and insurance agency. With years of experience and expertise in the industry, Donald Rizzo provides personalized financial solutions to help clients achieve their goals and secure their financial future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, Donald Rizzo is dedicated to providing top-notch services and guidance to meet your needs. Contact them today to schedule a consultation and take the first step towards financial security.
5850 Gloria Way, Livermore, CA 94550, United States -
Ross | Carreiro | Brown CPAs, P.C.
● ClosedRoss | Carreiro | Brown CPAs, P.C. is a reputable accounting, finance, and insurance agency located at 895 Shasta Avenue in Morro Bay, California, United States. With a team of experienced professionals, they provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and insurance solutions. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all your financial needs. Visit them today to see how they can help you achieve your financial goals.
895 Shasta Ave, Morro Bay, CA 93442, United States -
Walpole & Co., LLP
● ClosedWalpole & Co., LLP is a leading accounting and finance institution located at 70 Santa Felicia Drive in Goleta, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can rely on Walpole & Co., LLP for accurate and reliable financial advice to help them achieve their business goals. Their commitment to excellence and personalized service sets them apart in the industry.
70 Santa Felicia Dr, Goleta, CA 93117, United States -
Serritslev Norwine & Co CPAs, LLP
● OpenSerritslev Norwine & Co CPAs, LLP is a reputable accounting and finance firm located at 650 Alamo Pintado Road in Solvang, California. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or require professional accounting services for your company, Serritslev Norwine & Co CPAs, LLP is dedicated to helping you achieve your financial goals.
650 Alamo Pintado Rd STE 203, Solvang, CA 93463, United States -
Swan Retirement Planning
● ClosedSwan Retirement Planning is a boutique financial planning firm located at 56 East Main Street in Ventura, California. As a finance and insurance agency, we specialize in providing personalized, goal-based financial solutions for individual families. Our experienced advisors work closely with clients to create customized plans that align with their unique financial goals, whether it be retirement planning, education funding, or legacy building. With a focus on building enduring relationships, our team at Swan Retirement Planning offers steadfast support and guidance as your financial needs evolve over time. With over two decades of industry expertise, you can trust us to help you secure a prosperous financial future.
56 E Main St UNIT 205, Ventura, CA 93001, United States -
Farhood Shooshani, Bankers Life Agent
● ClosedFarhood Shooshani, Bankers Life Agent is an insurance agency located at 5000 East Spring Street in Long Beach, California. As a dedicated Bankers Life Agent, Farhood Shooshani provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and a commitment to finding the best coverage options for each client, Farhood Shooshani is a trusted advisor in the insurance industry. Whether you are looking for life insurance, health insurance, or retirement planning services, Farhood Shooshani is here to help you navigate the complex world of insurance and secure your peace of mind.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 600 West Broadway in San Diego, California, United States. With a strong presence in the financial services industry, Northwestern Mutual offers a range of insurance products and investment solutions to help individuals and businesses secure their financial future. With a commitment to providing personalized and comprehensive financial planning services, Northwestern Mutual is a trusted institution for those looking to protect and grow their wealth.
600 W Broadway #600, San Diego, CA 92101, United States -
Regina Mares, Bankers Life Agent
● OpenRegina Mares, Bankers Life Agent is a reputable insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. As a dedicated Bankers Life agent, Regina Mares provides personalized insurance services to help clients protect their financial future. With a focus on customer satisfaction and expert knowledge in the insurance industry, Regina Mares is committed to helping individuals and families find the best insurance solutions tailored to their specific needs. Whether you are looking for life insurance, retirement planning, long-term care coverage, or other financial products, Regina Mares is here to assist you every step of the way. Contact Regina Mares, Bankers Life Agent today to secure your peace of mind and safeguard your assets for the future.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Guillermo Calixtro, Bankers Life Agent
● OpenGuillermo Calixtro, Bankers Life Agent is an insurance agency located at 5051 Verdugo Way in Camarillo, California, United States. Specializing in providing insurance products and services from Bankers Life, this institution offers personalized solutions to meet the individual needs of each client. With a commitment to excellent customer service and a focus on helping individuals protect their financial future, Guillermo Calixtro, Bankers Life Agent is a trusted partner in the insurance industry.
5051 Verdugo Way Ste 120, Camarillo, CA 93012, United States -
Cecilia Lee
● OpenCecilia Lee is a reputable finance and insurance agency located at 17700 Castleton Street in the City of Industry, California, United States. With a strong commitment to providing top-notch financial and insurance services, Cecilia Lee is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Their team of experienced professionals offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for insurance coverage or financial planning services, Cecilia Lee is the go-to institution for all your financial needs.
17700 Castleton St, City of Industry, CA 91748, United States -
Fredy Cabrera, Bankers Life Agent
● OpenFredy Cabrera, Bankers Life Agent is an insurance agency located at 18022 Cowan, Irvine, California, United States. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers such as Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping you compare Medicare Advantage plans to find the best coverage for your needs. Planning for long-term care is essential in today's world, and we can help you start those important conversations with your loved ones. If you're interested in a career in the insurance industry, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our training programs are designed to help you succeed and reach your career goals, with unlimited earning potential and a flexible schedule. Join us at Bankers Life and achieve more in your community!
18022 Cowan Ste 265, Irvine, CA 92614, United States -
Finch, Thornton & Baird, LLP
● ClosedFinch, Thornton & Baird, LLP is a prestigious law firm located at 4747 Executive Drive in San Diego, California. With a team of experienced and skilled lawyers, they provide a wide range of legal services to clients in need of expert representation. Specializing in various areas of law, including corporate law, litigation, and estate planning, Finch, Thornton & Baird, LLP is dedicated to providing top-notch legal counsel and achieving successful outcomes for their clients. Whether you are facing a complex legal issue or need assistance with a personal matter, you can trust the professionals at Finch, Thornton & Baird, LLP to handle your case with the utmost professionalism and expertise.
4747 Executive Dr #700, San Diego, CA 92121, United States -
The Don Pelletier Group - Real Estate Agent
● ClosedThe Don Pelletier Group is a reputable real estate agency located at 12636 High Bluff Drive in San Diego, California. With over 36 years of experience and a track record of successfully representing over 2,200 San Diego home sellers and buyers, Don Pelletier has established himself as a trusted professional in the real estate industry. The institution prides itself on its advanced systems and processes, including a unique 'pilots checklist' that ensures structure, consistency, and positive outcomes for clients throughout the transaction process. The team at The Don Pelletier Group is committed to providing the most up-to-date local market knowledge, cutting-edge marketing efforts, and exceptional customer service to every client.
12636 High Bluff Dr #400, San Diego, CA 92130, United States -
Ting & Associates at Merrill Lynch
● ClosedTing & Associates at Merrill Lynch is a finance and insurance agency located at 101 South Ellsworth Avenue in San Mateo, California, United States. Our team believes in building strong relationships through teamwork and involvement, providing access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. We strive to be your primary source for financial advice and guidance, offering dedication and diligence at every step of the financial planning process. At Ting & Associates, we focus on the bigger picture of what your wealth can do for you, rather than just counting dollars and cents. We work with a diverse clientele, including entrepreneurs, entertainers, athletes, tech gurus, top executives, and leaders in various industries. Our goal is to help you make informed choices and build a solid foundation for future generations.
101 S Ellsworth Ave 4th floor, San Mateo, CA 94401, United States -
Quorum Private Wealth
● ClosedQuorum Private Wealth, located in Danville, California, is a finance institution that provides objective advice and effective solutions for the complex financial challenges faced by busy, successful individuals. They work with multigenerational families, business owners, professionals, and executives, putting their clients at the center of their services. The experienced and collaborative team at Quorum Private Wealth acts as a financial sounding board, offering comprehensive advice on investments, insurance, estate planning, taxes, and more. They aim to simplify their clients' financial affairs and provide peace of mind through personalized solutions. In addition to their industry recognition for outstanding professional service, the team at Quorum Private Wealth is actively involved in supporting their communities through volunteer work. With a personalized approach and a commitment to their clients' best interests, Quorum Private Wealth strives to make a difference in the financial well-being of their clients.
345 Hartz Ave, Danville, CA 94526, United States -
John Hancock Financial Network
● ClosedJohn Hancock Financial Network, located at 42840 Christy Street, Fremont, California, United States, offers financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability, providing our customers with the best in life insurance and financial planning. Our innovative approach combines the tradition of a longstanding company with cutting-edge technology to transform the industry. We help partners build their life insurance businesses and protect their clients' most important assets. Members of John Hancock Vitality can access the Galleri test for multi-cancer early detection. Our Advisors can assist you in managing your financial needs and planning for a secure future. Retirement is a new beginning, and we can help you create an amazing plan for the future. Our personalized financial plans are tailored to your specific goals and needs. We offer a variety of products to add value to your policy. Partnering with Life Happens, we support students in easing the financial burden of college. The John Hancock Vitality Program offers rewards and discounts to policyholders, with some conditions applying. The Galleri test is available to eligible members and subsidized based on policy coverage. Please note that the Galleri test is not a diagnostic tool and should be used in conjunction with other cancer screening tests. Insurance products are issued by John Hancock Life Insurance Company. Contact us today to start planning for a secure financial future with John Hancock Financial Network.
42840 Christy St # 217, Fremont, CA 94538, United States -
Capital Insight Financial Group : JACOB J. REID
● ClosedCapital Insight Financial Group: JACOB J. REID is a reputable finance and insurance agency located in Livermore, California. Our team of experts is dedicated to providing personalized financial solutions to help our clients achieve their goals and secure their financial future. With years of experience in the industry, we offer a wide range of services including investment planning, retirement planning, insurance coverage, and more. Visit us at 2021 Las Positas Court to learn how we can help you make informed financial decisions and protect your assets.
2021 Las Positas Ct Ste#165, Livermore, CA 94551, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 200 East Franklin Street in Monterey, California, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch provide financial strategies tailored to each client's unique goals and needs, drawing on years of wealth management knowledge and expertise. In addition to wealth planning advice, Merrill Lynch advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives.
200 E Franklin St, Monterey, CA 93940, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 5080 California Avenue in Bakersfield, California, United States. With a strong presence in the financial industry, Northwestern Mutual offers a wide range of insurance and investment products to help individuals and families achieve their financial goals. Their team of experienced professionals provides personalized solutions and expert guidance to clients, ensuring they are well-equipped to navigate the complexities of the financial world. Visit Northwestern Mutual at their Bakersfield location for top-notch financial services and insurance solutions.
5080 California Ave STE 350, Bakersfield, CA 93309, United States -
Riordan & Associates
● ClosedRiordan & Associates is a reputable accounting and finance institution located at 19744 Beach Boulevard in Huntington Beach, California, United States. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. Our team is responsive and available when you need us the most, ensuring that your individual and business accounting needs are met with the care they deserve.
19744 Beach Blvd #276, Huntington Beach, CA 92648, United States -
Financial Designs Corporation
● ClosedFinancial Designs Corporation is a finance institution located at 540 West Baseline Road in Claremont, California, United States. Our team of highly qualified advisors is dedicated to providing customized financial strategies designed just for you. We understand the unique challenges facing employees in the energy industry, and we have experience helping SCE and SoCalGas employees navigate their finances with confidence. Whether you're already retired or planning for the future, our Retirement Blueprint will address all your financial needs, from qualified plan distributions to Social Security claiming decisions. Our service-oriented process will help you reach your goals in just 3 easy steps. As a family-run firm with decades of experience, we pride ourselves on our cohesive, competent, and customized approach to financial planning and active investment management. Contact us today to learn more about how we can help you pursue your unique financial goals. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Investing involves risk, including the potential loss of principal. Contact us today to learn more about our personalized financial strategies.
540 W Baseline Rd Suite #10, Claremont, CA 91711, United States
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