TOP 30 Personalized financial planning for individuals in Hayward, California

31 results found

Fit Life Financial is an insurance agency located at 760 Grace Street in Hayward, California. Our mission is to help our clients achieve financial security and peace of mind by providing personalized insurance solutions tailored to their unique needs. Whether you are looking for life insurance, health insurance, or retirement planning services, our team of experienced professionals is here to guide you every step of the way. At Fit Life Financial, we believe in promoting a healthy and financially secure lifestyle for all of our clients. Contact us today to schedule a consultation and start your journey towards a fit and secure financial future.

J. Morthon Mortgage Refinance Hayward California is a leading finance institution located at 24301 Southland Drive in Hayward, California. Specializing in mortgage refinancing services, our dedicated team of professionals is committed to helping clients secure the best rates and terms for their home loans. With years of experience in the industry, we strive to provide personalized solutions tailored to each individual's financial needs. Whether you are looking to lower your monthly payments, consolidate debt, or tap into your home's equity, J. Morthon Mortgage Refinance is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with your mortgage refinancing needs.

U.S. Bancorp Investments - Financial Advisors in Hayward, California, is a trusted institution offering a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized advice and guidance to help clients make informed decisions about their investments and financial planning. Located at 987 B Street, Hayward, our institution is committed to helping our clients build and protect their wealth for a secure financial future. Contact us today to schedule a consultation with one of our knowledgeable advisors.

Merrill Lynch Financial Advisor Sukhvinder Thiara is a finance institution located at 3255 West March Lane in Stockton, California, United States. Sukh Thiara, CFP®, is a Vice President-Wealth Management Advisor with a focus on developing strategies for high-net worth individuals and their families to help them achieve their financial goals. Sukh's approach is consultative, objective, and committed to excellence, with a personalized plan centered around the client's goals and priorities. He holds FINRA Series 7 and Series 66 registrations and is a graduate of UC Davis and California State Hayward. Sukhvinder Thiara works with a team of talented individuals at Merrill Lynch Wealth Management, offering personalized service and building strong client relationships based on trust. The institution provides a personalized financial approach to help clients manage, grow, and preserve their wealth, with access to investment insights and banking solutions from Merrill and Bank of America. Sukhvinder Thiara is registered to do business in several states and holds the CFP® certification. The institution helps clients navigate the complexities of their financial lives, offering investment strategies and comprehensive financial solutions. With a focus on understanding the client's needs and priorities, Sukhvinder Thiara and his team work to design an approach that reflects the unique financial situation of each individual. Investing involves risk, and the institution aims to help clients stay on track regardless of market fluctuations.

Financial Business Solutions is a leading provider of comprehensive tax and accounting services located at 1070 A Street in Hayward, California. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of finance with ease. From tax preparation to bookkeeping, our services are tailored to meet the unique needs of each client. Whether you are looking to maximize your tax savings or streamline your accounting processes, Financial Business Solutions is here to help. Contact us today to learn more about how we can support your financial success.

Gene L Daniels - State Farm Insurance Agent is located at 39899 Balentine Drive in Newark, California, United States. As a State Farm Insurance Agent, Gene L Daniels proudly serves customers in Newark, Fremont, Union City, Hayward, Alameda, and the surrounding East Bay Area. With 20 years of experience with State Farm, Gene believes in the company's mission to protect what matters most to you. Gene values building relationships with his clients and believes in the power of personal connections to create the right insurance plan for each individual. His office has been recognized with the State Farm Legion of Honor award for his strong work ethic and dedicated customer service.

Rexie Tagayuna - State Farm Insurance Agent is an insurance agency located at 2140 Peralta Boulevard in Fremont, California, United States. The institution specializes in providing auto, home, life, and health insurance coverage to residents of Fremont, Newark, Union City, Hayward, and the surrounding East Bay area. With a combined 46 years of experience in the insurance industry, the team at Rexie Tagayuna - State Farm Insurance Agent is dedicated to providing exceptional service and ensuring that customers are properly insured. They are fluent in both Ilocano and Tagalog, and are committed to educating and assisting customers in understanding their insurance policies. As a small business owner in Fremont, Rexie Tagayuna takes pride in serving as a local insurance resource and values the opportunity to cater to the insurance and financial needs of the community. The team at Rexie Tagayuna - State Farm Insurance Agent is passionate about helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance products, including life insurance, home insurance, auto insurance, and pet insurance.

Kim Holland - State Farm Insurance Agent is a well-established insurance agency located at 897 East Lewelling Boulevard in Hayward, California. Situated across from the 238 off-ramp and just 2 blocks from Mission Blvd, our agency has been serving the community for decades. As a second-generation State Farm agent, I am committed to upholding the values of being a good neighbor that my father instilled in me. I am proud to serve customers in Hayward, CA, and the East Bay Area, including San Leandro, San Lorenzo, and Castro Valley. Additionally, I am licensed in the states of Oregon and Arizona. With a background in marketing for State Farm, I transitioned to serving customers directly in 2013 when I opened my own agency. My team and I prioritize authentic, personal service, putting people first with care and integrity. We are dedicated to getting to know each customer individually to tailor insurance plans that fit their unique needs. Our team is fluent in both English and Spanish, ensuring we can assist a diverse range of clients.

Diana Delija-Munoz - State Farm Insurance Agent is a reputable insurance agency located at 925 West Winton Avenue in Hayward, California, United States. The agency offers a wide range of insurance services, including auto insurance, business insurance, health insurance, and life insurance. Additionally, they provide financial services to assist clients in planning for their future. With almost two decades of experience, Diana Delija-Munoz is dedicated to serving the Hayward community and surrounding cities. She is passionate about helping clients make informed decisions about their coverage and is committed to providing excellent customer service. Diana and her team are multilingual, offering assistance in English, Spanish, Farsi, Hindi, and German.

Thomas Chen is a renowned finance institution located at 1679 Industrial Parkway West in Hayward, California. With a strong reputation for excellence and expertise in the field of finance, Thomas Chen offers a wide range of financial services to individuals and businesses alike. Whether you are seeking assistance with investments, loans, or financial planning, the team at Thomas Chen is dedicated to providing top-notch service and personalized solutions to help you achieve your financial goals. Trust in Thomas Chen for all your financial needs in the United States.

The Law Offices of Melanie Tavare, located at 24301 Southland Drive in Hayward, California, is a finance and lawyer institution specializing in helping individuals get a fresh financial start through bankruptcy. With expertise in efficient and effective bankruptcy filings, attorney Melanie Tavare is recognized as a Rising Star in Super Lawyers Magazine. The firm offers personalized attention and oversight throughout the bankruptcy filing process, ensuring that clients understand their options and receive the best legal strategy for their financial needs. Testimonials praise Melanie for her responsiveness, professionalism, and valuable solutions. The firm serves various localities in Alameda County, Contra Costa County, and San Francisco County. As a debt relief agency, the Law Offices of Melanie Tavare assists individuals in filing for bankruptcy relief under the Bankruptcy Code.

NoWorriesBankruptcy.com is a trusted institution located at 22693 Hesperian Boulevard in Hayward, California. Specializing in finance and legal services, our team of experienced lawyers is dedicated to helping clients navigate the complexities of bankruptcy with ease. With a focus on providing personalized solutions and expert guidance, we strive to alleviate the stress and uncertainty that often accompanies financial difficulties. At NoWorriesBankruptcy.com, you can trust that your financial well-being is in capable hands.

Iwan Tunggal: Allstate Insurance is a reputable insurance agency located at 26203 Production Avenue in Hayward, California, United States. With a commitment to providing top-notch insurance services, our knowledgeable team is dedicated to helping clients find the best coverage options for their individual needs. Whether it's auto, home, life, or business insurance, we strive to offer personalized solutions that offer peace of mind and financial protection. Trust Iwan Tunggal: Allstate Insurance for all your insurance needs.

Beeman Insurance Agency Inc. is a trusted finance and insurance agency located at 25524 Dario Terrace in Hayward, California, United States. With years of experience in the industry, we provide personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, our team of knowledgeable agents is here to help you find the right coverage at the best possible price. Contact us today to learn more about how we can protect what matters most to you.

Farmers Insurance - Patrick Rodriguez is a local insurance agency located at 37675 Niles Boulevard in Fremont, California, United States. The agency services the cities of Fremont, Newark, Union City, and Hayward, providing insurance coverage for small business owners, homeowners, and individuals. Since 2017, the Patrick Rodriguez Insurance Agency has been dedicated to offering affordable and quality insurance from Farmers Insurance to clients all over California. Patrick Rodriguez aims to educate the local community on how to protect their assets and provide world-class service to all clients. Services offered include car insurance, home insurance, life insurance, renters insurance, business insurance, condo insurance, and personal umbrella insurance. Additionally, the agency provides financial services to help clients build a solid financial plan for the future. For more information or to get a quote, clients can contact Patrick Rodriguez directly.

Yogi Chugh - State Farm Insurance Agent is a local insurance agency located at 3650 Thornton Avenue, Fremont, California, United States. We are committed to providing personalized insurance coverage for auto, home, renters, life, and business insurance needs. As a State Farm Insurance Agent, we are dedicated to helping individuals and businesses with their insurance and financial services needs. We offer free insurance quotes for residents of Fremont, Newark, Union City, Hayward, Castro Valley, San Leandro, San Jose, San Francisco, and all over California. Our team is fluent in English, Hindi, Punjabi, Marathi, Gujarati, Spanish, and Tagalog to better serve our diverse community.

Farmers Insurance - Jordan Shin is an insurance agency located at 24301 Southland Drive, Hayward, California, United States. As a local Farmers® agent in Hayward, CA, Jordan Shin helps customers identify the insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a range of insurance products including auto, home, renters, business insurance, and more. Jordan Shin is dedicated to providing personalized and straightforward service to make customers smarter about insurance. Whether you need comprehensive coverage, collision coverage, or medical payments, Jordan Shin can help you navigate through the options. Additionally, Farmers® offers competitive rates with multi-line insurance discounts. Protect your most valuable possessions with a Home insurance quote, or ensure financial support for your loved ones with a Life insurance policy. For renters, Farmers® offers affordable Renters insurance to protect personal belongings. Business owners can customize their insurance package to reduce risk and protect investments with a Business insurance quote. Farmers Insurance and Financial Services also offers Personal Umbrella insurance for added coverage above and beyond liability limits. Contact Jordan Shin today for a free quote and let's talk about how you can reach your financial goals. Securities are offered through Farmers Financial Solutions, LLC, and each insurer has sole financial responsibility for its own insurance. Visit the office in Hayward or call for more information.

Alarcon Management Group LLC is a finance institution located at 26250 Industrial Boulevard in Hayward, California, United States. Specializing in financial management services, Alarcon Management Group LLC offers expert financial advice and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized financial planning, investment strategies, and wealth management services to clients. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Alarcon Management Group LLC is dedicated to helping you succeed.

Stephan Mueller, CPA is a reputable accounting and finance institution located at 22320 Foothill Boulevard in Hayward, California, United States. With a team of experienced and knowledgeable Certified Public Accountants, Stephan Mueller, CPA offers a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, financial planning, or any other accounting services, you can trust Stephan Mueller, CPA to provide expert guidance and personalized solutions. Contact us today to schedule a consultation and take control of your financial future.

Choy & Associates is a reputable finance institution located at 25222 Cypress Avenue in Hayward, California. With a team of experienced and knowledgeable financial experts, we provide a wide range of financial services to individuals and businesses in the area. Our services include financial planning, investment management, retirement planning, and more. We are committed to helping our clients achieve their financial goals and secure their financial future. Visit us at Choy & Associates for personalized and professional financial advice.

H&R Block is a trusted accounting and finance institution located at 24357 Southland Drive in Hayward, 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 or a business owner, H&R Block is dedicated to helping you achieve your financial goals and navigate the complexities of the tax system. Visit us today to experience personalized and reliable financial services.

Linda's Tax Services is a reputable accounting and finance institution located at 926 East Lewelling Boulevard in Hayward, California, United States. With a team of experienced professionals, we provide a wide range of tax services to individuals and businesses. Our services include tax preparation, tax planning, bookkeeping, and financial consulting. At Linda's Tax Services, we are dedicated to helping our clients navigate the complexities of tax laws and ensure they are maximizing their financial potential. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

The Business Center 2 is a finance institution located at 653 West Tennyson Road in Hayward, California, United States. Our dedicated team of financial experts is committed to providing top-notch services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to help. Visit us at The Business Center 2 and let us help you secure a stable financial future.

Jindal Surender K is a reputable accounting and finance institution located at 1172 C Street in Hayward, California, United States. With a strong focus on providing top-notch financial services and expertise, Jindal Surender K is dedicated to helping individuals and businesses navigate the complexities of accounting and finance. Their knowledgeable team of professionals is committed to delivering personalized solutions and exceptional customer service to meet the unique needs of each client. Whether you are seeking assistance with tax preparation, financial planning, or investment strategies, Jindal Surender K is the trusted choice for all your accounting and finance needs.

Tax Magic is a professional accounting and finance institution located at 980 A Street, Hayward, California, United States. We offer a wide range of services that cater to the specific needs of your business. From tax filing services for both corporate and individual clients, to bookkeeping and payroll services for small and large companies, Tax Magic is your one-stop destination for all your financial needs. Our team of experts focuses on understanding your goals and needs, providing personalized recommendations and tailored financial plans. We offer business formation assistance, asset and liability analysis, and personalized tax consulting services to ensure that you feel secure and confident in your financial decisions.

H&R Block is a renowned accounting and finance institution located at 22310 Foothill Boulevard in Hayward, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and top-notch service. Visit their office today to see how they can help you achieve your financial goals.

GP Accounting & Tax Services is a professional institution located at 26250 Industrial Boulevard in Hayward, California. Specializing in accounting and finance, our team of experts is dedicated to providing top-notch services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experienced staff is here to assist you every step of the way. Trust GP Accounting & Tax Services to help you navigate the complex world of finances with ease and confidence.

Safwat & Marston, Inc. is a reputable accounting firm located at 26250 Industrial Boulevard in Hayward, California. Specializing in accounting, bookkeeping, and tax preparation, our team of certified public accountants (CPAs) is dedicated to providing efficient and comprehensive financial services. Whether you are an individual, family, or small to medium-sized business in the San Francisco Bay Area, we are here to offer expert support every step of the way. Contact us today to partner with Safwat & Marston, Inc. and ensure your financial success. You can reach us at 510-397-1700 (Main office), 510-417-7050 (Safwat’s cell), or 415-601-3380 (Marston’s cell).

The Tax Office located at 98 West Jackson Street in Hayward, California, is a reputable institution specializing in accounting and finance services. With a team of experienced professionals, they provide expert advice and assistance with tax preparation, filing, and planning for individuals and businesses. Whether you need help with your personal taxes or require guidance on complex financial matters, the Tax Office is dedicated to providing top-notch service and ensuring your financial needs are met. Contact them today to schedule an appointment and take control of your finances.

Kim & Ahn Accountancy Corporation is a reputable accounting and finance institution located at 24301 Southland Place in Hayward, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, bookkeeping, and financial planning. Their dedication to providing high-quality services and personalized solutions has earned them a strong reputation in the industry. Whether you are an individual or a business owner, Kim & Ahn Accountancy Corporation is committed to helping you achieve your financial goals.