TOP 30 Personalized financial services in Laguna Beach, California

30 results found

Bank of America Financial Center is a full-service bank and financial institution located at 299 Ocean Avenue in the beautiful beach town of Laguna Beach, California. With a wide range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Our experienced staff is committed to providing excellent customer service and personalized financial solutions to meet the needs of our clients. Visit us today to experience the convenience and reliability of banking with Bank of America.

Virginia Life Insurance Services is a reputable insurance agency located at 126 San Tropez Court in Laguna Beach, California. Our dedicated team of professionals is committed to providing top-notch life insurance services to individuals and families in need of financial protection and peace of mind. With a focus on personalized customer service and comprehensive coverage options, we strive to ensure that our clients have the support they need to safeguard their loved ones' futures. Contact us today to learn more about how Virginia Life Insurance Services can help you secure your family's financial well-being.

Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.

Edward Jones - Financial Advisor: Diane E Wegener is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. As a trusted financial advisor, Diane E Wegener provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones - Financial Advisor: Diane E Wegener is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Maggie Klein, AAMS™ is a trusted financial institution located at 32392 Coast Highway in the picturesque city of Laguna Beach, California. With a focus on providing personalized financial planning and investment services, Maggie Klein, AAMS™, offers expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to build wealth, Maggie Klein and her team are dedicated to helping you navigate the complexities of the financial market. Visit Edward Jones - Financial Advisor: Maggie Klein, AAMS™ today to start securing your financial future.

McDonnell Business Services Inc is a trusted accounting and finance institution located at 355 3rd Street in Laguna Beach, California, United States. With a team of experienced professionals, we offer a wide range of accounting and financial services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, our dedicated team is committed to helping our clients achieve their financial goals. Contact us today to learn more about how McDonnell Business Services Inc can support your financial needs.

Welcome to Allstate Personal Financial Representative: Twila King, your trusted partner in financial planning and insurance solutions located in the heart of beautiful Laguna Beach, California. Nestled along the picturesque Coast Highway, our office is dedicated to helping individuals and families achieve financial security and peace of mind. At Allstate, Twila King brings a wealth of experience and personalized service to the community, offering a comprehensive range of financial and insurance products tailored to meet your unique needs. Whether you're seeking guidance on retirement planning, life insurance, or investment strategies, Twila is here to provide expert advice and support every step of the way.

Welcome to Edward Jones - Financial Advisor: Sean Smith, your trusted partner in Laguna Beach, California, for comprehensive financial services. Located at 32392 Coast Highway, our office is dedicated to helping you plan and secure your financial future with personalized strategies tailored to your needs. At Edward Jones, we prioritize your privacy and data security. For detailed information on how we use and protect your data, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, tailor our marketing efforts, and enhance your experience with our digital platforms.

Arlene Bautista - State Farm Insurance Agent is a reputable insurance agency located at 332 Forest Avenue, Laguna Beach, California, United States. Arlene Bautista is a dedicated professional with a Bachelor of Science degree from California State University Long Beach and a Masters Program in Strategic Life Coaching. She is fluent in Spanish and has a passion for mentoring and empowering younger women. Arlene Bautista specializes in auto, life, and health insurance, serving individuals and families in California, Oregon, Nevada, and Arizona. Her office in Laguna Beach offers exceptional insurance and financial services to the community. She caters to customers in various cities including Laguna Niguel, Lake Forest, Dana Point, Laguna Hills, and many more.

Weir Properties is a leading real estate agency located at 3301 East Coast Highway in Newport Beach, California. Specializing in properties in Newport Beach, Laguna Beach, Corona del Mar, Newport Coast, and throughout Orange County, Weir Properties sets the standard for excellence in the real estate community. With a focus on providing exceptional service and expertise, Weir Properties is your go-to agency for finding your dream home, whether it be a quaint cottage, beach-front estate, or anything in between. Led by the highly respected Susan Weir, who holds the prestigious Chairman’s Circle Diamond designation, the Weir Team is one of the most successful partnerships on the Orange County Coast. Susan's sons, Ryan and Carter, bring their own expertise to the team, along with a family history in real estate and construction. The Weir Team is dedicated to helping clients navigate the home buying process with honesty, integrity, and personalized service.

Wally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.

Ziplend Inc is a leading finance institution located in the picturesque city of Laguna Beach, California. With a prime location on South Coast Highway, Ziplend Inc offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for a personal loan, business financing, or investment opportunities, our team of experts is dedicated to providing top-notch service and tailored solutions to help you achieve your financial goals. Visit us at 1590 South Coast Highway and let Ziplend Inc be your trusted partner in financial success.

Omni Fund Home Loans is a finance institution located at 580 Broadway Street in Laguna Beach, California, United States. Our specialty is helping you consolidate your debt with our Lightning Fast A.I. HELOC, allowing you to close in just 5-7 days. You can access your untapped equity without having to refinance your first mortgage, and no appraisal or tax returns are required for this program. To qualify, you must have a FICO score of 640 or higher and enough income. At Omni Fund Home Loans, we strive to provide a wide variety of products with lower interest rates and closing costs, speedy service, and a personal touch. Our company NMLS number is 1566096, and you can verify our records on the NMLS website.

Loans By Suzette is a reputable finance institution located at 430 Forest Avenue in the beautiful city of Laguna Beach, California, United States. With a focus on providing personalized loan solutions to meet the unique financial needs of each individual, Loans By Suzette offers a range of loan options including personal loans, home loans, and business loans. The dedicated team at Loans By Suzette is committed to providing excellent customer service and guiding clients through the loan process with transparency and integrity. Whether you are looking to purchase a new home, start a business, or consolidate debt, Loans By Suzette is here to help you achieve your financial goals.

Christopher Lopez: Allstate Insurance is a reputable insurance agency located at 31601 Coast Highway in Laguna Beach, California, United States. With a strong commitment to providing top-notch insurance solutions, Christopher Lopez and his team offer a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Christopher Lopez: Allstate Insurance to provide you with personalized service and reliable coverage. Contact them today to discuss your insurance needs and receive a customized insurance plan that fits your budget and lifestyle.

Farmers Insurance - Michael Geffre is a trusted insurance agency located at 32392 Coast Highway in Laguna Beach, California, United States. With over 15 years of experience in California, Michael Geffre takes pride in serving the local community. Whether you need auto, home, renters, life, recreational, flood, fire, or financial services insurance, Michael and his team are here to help. They offer personalized and comprehensive solutions to meet your needs and budget. As a Farmers® agent, Michael Geffre is dedicated to building strong relationships with his clients and providing education about insurance options. Contact Farmers Insurance - Michael Geffre today for a quote and start protecting what matters most to you.

Located in Laguna Beach, California, the Farmers Insurance - Robert Bailey agency is dedicated to providing personalized insurance solutions for the community. With over 20 years of experience in the industry, Robert Bailey aims to help clients make informed decisions about their insurance needs, whether it be for their home, car, business, or life. The agency emphasizes building relationships with clients and understanding their unique situations in order to create customized policies that suit their lifestyle. Conveniently located in South Laguna Beach, the agency is committed to providing long-term service and coverage to protect clients' current and future assets. From comprehensive coverage to collision coverage, the agency offers a range of insurance options to meet clients' needs and budget. Whether you need auto insurance, home insurance, renters insurance, or business insurance, the Robert Bailey Agency is here to help. Additionally, the agency offers financial planning services to help clients secure a stable future. Contact the Farmers Insurance - Robert Bailey agency today to discuss your insurance options and start protecting what matters most to you.

Levin & Dicterow is a prestigious institution located at 301 Forest Avenue in Laguna Beach, California, United States. Known for its exceptional reputation and commitment to excellence, Levin & Dicterow offers a wide range of services to clients, including legal advice, financial consulting, and business management. With a team of highly skilled professionals, the institution prides itself on providing top-notch service and personalized solutions to meet the needs of each individual client. Whether you are seeking legal guidance, financial planning, or strategic business advice, Levin & Dicterow is dedicated to helping you achieve your goals and navigate the complexities of today's world.

The Law Offices of James LeBloch, located at 422 Glenneyre Street in Laguna Beach, California, offers expert legal services in accounting, finance, and law. With 25 years of experience in litigating tax cases in various courts, including the Tax Court and Federal District Court, James LeBloch provides effective solutions for complex tax issues. He also specializes in estate and business planning, helping clients minimize taxes and avoid costly mistakes in structuring their businesses. Clients have praised James LeBloch for his aggressive litigation skills and ability to secure favorable settlements in challenging cases, such as financial elder abuse and trust disputes. With a focus on protecting the rights of the elderly and ensuring fair treatment in estate matters, the firm provides comprehensive legal representation for clients facing complex legal issues.

UC College Advisors is a premier educational institution located at 2075 Capistrano Avenue in Laguna Beach, California. Our team of experienced advisors is dedicated to helping students navigate the college admissions process and achieve their academic goals. We offer personalized guidance and support to students as they prepare for college applications, standardized tests, and interviews. Our comprehensive services include assistance with creating a strong college application, selecting the right schools, and securing financial aid. At UC College Advisors, we are committed to empowering students to reach their full potential and succeed in their academic pursuits.

The College Authority is a prestigious travel agency located in the beautiful coastal city of Laguna Beach, California. Our team of experienced professionals is dedicated to providing top-notch travel services to college students and faculty members seeking to explore the world. From organizing study abroad programs to planning educational tours, we strive to make travel accessible and enriching for the academic community. Visit us at 668 North Coast Highway and let us help you embark on your next educational adventure.

Duttenhoffer David is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Duttenhoffer David is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized attention and tailored solutions to help them achieve their financial goals. Trustworthy and reliable, Duttenhoffer David is a go-to institution for all your financial needs.

The Zandbergen Group, located at 32322 Coast Highway in Laguna Beach, California, is a finance institution operating under Axxcess Wealth Management, LLC. Registered with the SEC, The Zandbergen Group offers advisory services through its experienced professionals, including Bart A. Zandbergen and Letitia S. Berbaum. With a focus on providing personalized financial solutions, The Zandbergen Group is committed to helping clients achieve their financial goals.

Wells Fargo Advisors is a leading financial institution located at 265 Ocean Avenue in Laguna Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial market. Visit their office in Laguna Beach to learn more about how they can assist you in reaching your financial goals.

Accounting & Tax Solutions-Certified Public Accountants is a reputable institution located at 1000 North Coast Highway in Laguna Beach, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch solutions for all your financial needs. Whether you require assistance with tax planning, bookkeeping, or financial consulting, our certified public accountants are here to help. Trust Accounting & Tax Solutions for expert advice and personalized service to help you achieve your financial goals.

Alexander Alvarez & Co is a leading accounting and finance institution located at 301 Forest Avenue in the beautiful coastal town of Laguna Beach, California. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all of your accounting and finance needs.

Ernst Artmann & Associates is a reputable accounting and finance institution located at 1027 North Pacific Coast Highway in Laguna Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.

Todd Hammett CPA is a trusted accounting and finance institution located at 1000 North Coast Highway in the picturesque city of Laguna Beach, California, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized and efficient solutions. Whether you need assistance with tax compliance or strategic financial advice, Todd Hammett CPA is committed to providing top-notch service and expertise to meet your needs.

Lucy Watson CPA is a reputable accounting firm located at 301 Forest Avenue in Laguna Beach, California. With years of experience in the field, Lucy Watson and her team provide a wide range of professional accounting services to individuals and businesses in the area. From tax preparation and planning to financial consulting and bookkeeping, they are dedicated to helping their clients achieve their financial goals. With a commitment to excellence and personalized service, Lucy Watson CPA is a trusted partner for all your accounting needs.

Kinsman & Kinsman is a leading accounting and finance institution located at 32355 Coast Highway in beautiful Laguna Beach, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, Kinsman & Kinsman is here to help. Trust us to help you achieve your financial goals and secure your financial future.