TOP 30 Personalized financial services in Lakewood, California

105 results found

Farmers Insurance - Lizzie Castro is an insurance agency located at 2725 Candlewood Street, Lakewood, California, United States. As your local Farmers® agent, Lizzie Castro helps customers identify insurance coverage that best fits their needs. With over 80 years of experience, Farmers® offers a variety of insurance products including auto, home, renters, business insurance, and more. Castro can help you understand coverage options, deductibles, and discounts to save you money. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, Castro can customize a plan to reduce your risk and protect your investment. Farmers Insurance also offers financial services to help you build a solid financial plan for a secure future. For added coverage, a Personal Umbrella insurance policy can provide protection for your assets and future earnings. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates underwrite the insurance policies offered by Farmers Insurance - Lizzie Castro. Contact Castro for a personalized insurance quote and start protecting what matters most to you.

Farmers Insurance - Analuz Zuniga is an insurance agency located at 5230 Clark Avenue, Lakewood, California, United States. Analuz Zuniga is a licensed agent (CA Lic. #0I08656) who helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Analuz Zuniga can provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance is a trusted provider that offers competitive rates and multi-line insurance discounts. In addition to standard insurance policies, Farmers Insurance also offers umbrella insurance for added protection. For financial planning and investment options, Farmers Insurance and Financial Services can help you build a solid financial plan to reach your goals. Contact Analuz Zuniga today for more information or to get a quote on insurance coverage tailored to your needs.

Akira Milner: Allstate Insurance is a trusted insurance agency located at 16900 Lakewood Boulevard in Bellflower, California. We offer a wide range of insurance products and services to meet the needs of individuals and families in the community. Our dedicated team of professionals is committed to providing personalized and reliable insurance solutions to protect what matters most to our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that fits your unique needs. Visit us today to learn more about how Akira Milner: Allstate Insurance can help you with your insurance needs.

Susan Smith - State Farm Insurance Agent is a reputable insurance agency located at 4154 Lincoln Avenue in Cypress, California. Our office is on the 2nd story, with Lakewood Nursery located on the South Side of the parking lot. As a State Farm Agent, I take pride in assisting customers in my local community and throughout California. I have been serving in my Agency since 1990, and I hold a BS degree from Hartwick College in New York State. I obtained my CLU designation to better serve State Farm Customers.

Cody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.

RFD Tax & Bookkeeping is a professional accounting and finance institution located in Lakewood, California. Our team of experienced professionals offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. We are dedicated to providing personalized and efficient solutions to help individuals and businesses manage their finances effectively. Visit us at 4010 Watson Plaza Drive to learn how we can help you achieve your financial goals.

H&R Block is a trusted accounting and finance institution located at 5530 Woodruff Avenue in Lakewood, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to assist you every step of the way. Visit us today to experience top-notch financial services tailored to meet your specific needs.

Summit Tax & Business Counselors is a reputable accounting and finance institution located in Lakewood, California. Our team of experienced professionals provides expert tax and financial advice to individuals and businesses. Whether you need assistance with tax planning, bookkeeping, or financial analysis, our counselors are dedicated to helping you achieve your financial goals. Visit us at 12614 Del Amo Boulevard for personalized and reliable financial services.

Century Bookkeeping is a family-owned accounting service located at 5230 Clark Avenue in Lakewood, California. With over 10 years of experience, our team includes experienced CPAs and dedicated support staff to provide both personal and professional financial services. We specialize in QuickBooks Online and QuickBooks Payroll products, and are currently offering an exclusive discount of 30% off for 6 months*. Visit us today to see how we can help with your accounting and finance needs.

Three D Consultants is a reputable finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced financial experts, Three D Consultants offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Three D Consultants is dedicated to helping you achieve financial success.

TAXAHOLIC USA is a reputable accounting and finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced professionals, we provide top-notch tax preparation and financial services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and financial regulations to ensure their financial success. Visit us today to experience our personalized and reliable services.

BGH Bookkeeping is a reputable accounting and finance institution located at 5963 Amos Avenue in Lakewood, California, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial records effectively. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, we are here to help. Trust BGH Bookkeeping for reliable and accurate financial solutions.

Welcome to Barrad & Shilling Accountancy, where we combine expertise with personalized care to meet all your accounting and financial needs. Located at 4909 Lakewood Boulevard in the heart of Lakewood, California, our firm is dedicated to providing accessible, responsive, and knowledgeable service that is both helpful and seasoned. At Barrad & Shilling, we understand that behind every great business are well-thought-out plans, dedicated people, and supportive families. Our team, led by Jeff Barrad CPA and Mary Jane Shilling CPA, is committed to delivering superior business services, tax accounting, and fiduciary services with a personal, proactive, and responsive approach.

Welcome to Aguila Accounting, Inc., your trusted partner for all your accounting and financial needs. Conveniently located at 4909 Lakewood Boulevard, Lakewood, California, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of individuals and businesses in the community. At Aguila Accounting, Inc., we pride ourselves on delivering personalized, professional, and reliable services to help you achieve your financial goals. Our team of experienced accountants and financial experts is committed to offering a comprehensive range of services, including tax preparation, bookkeeping, payroll management, financial planning, and business consulting.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Welcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.

Welcome to Farmers Insurance - Curtis Yamada, your trusted local insurance agency in Lakewood, California. Conveniently located at 2725 Candlewood Street, our mission is to help you identify the insurance coverage that best fits your needs. With a straightforward and personalized approach, we aim to make you smarter about insurance. As a knowledgeable and experienced Farmers® agent, Curtis Yamada is here to guide you through your coverage options, whether it's auto, home, renters, or business insurance, and more. We understand that navigating the world of insurance can be daunting, but we're here to simplify the process for you.

Welcome to Farmers Insurance - Cindy Serafin-Marquez, your trusted local insurance agency in Lakewood, California. Conveniently located at 2725 Candlewood Street, we are dedicated to helping you identify the insurance coverage that best fits your needs. Our approach is straightforward and personalized, ensuring you become well-informed about your insurance options. With extensive knowledge and experience, Cindy Serafin-Marquez is here to guide you through a variety of insurance solutions, including auto, home, renters, business insurance, and more. Whether you're exploring comprehensive or collision coverage, navigating deductibles, or understanding medical payments, we simplify the process to align with your needs and budget.

Welcome to Nuvision Credit Union, located at 2660 East Carson Street, Lakewood, California 90712. As one of Southern California's most trusted credit unions, we pride ourselves on going beyond traditional banking to offer you a higher level of advantages, service, and care. Whether you're visiting our ATM or exploring our financial services, we are committed to working for you with the latest solutions tailored to meet your needs. Our dedication to members is reflected in our competitive rates, including our Annual Percentage Yield (APY) and Annual Percentage Rate (APR), designed to help you make the most of your finances. We are here to assist all our members, including those using screen readers or other auxiliary aids. If you encounter any issues navigating our website, please don't hesitate to call us at 1.800.444.6327 for assistance.

Welcome to Chase Bank, conveniently located at 13535 Lakewood Boulevard, Downey, California 90242. As a leading institution in banking and finance, we offer a comprehensive range of services designed to meet your personal and business financial needs. At Chase, we understand the importance of effective financial management. Our Business Banking services provide personalized guidance from a team of seasoned professionals dedicated to enhancing your cash flow, offering tailored credit solutions, and managing payroll efficiently. Whether you need business credit cards, payment acceptance solutions, or online and mobile banking services, Chase is equipped to support your business growth.

Welcome to Hershfield Insurance Agency, your trusted partner in securing your future. Conveniently located at 4909 Lakewood Boulevard in Lakewood, California, we are dedicated to providing comprehensive insurance solutions tailored to meet your unique needs. At Hershfield Insurance Agency, we understand that life's uncertainties require reliable protection. Our experienced team is committed to guiding you through a wide range of insurance options, including auto, home, life, and business insurance. We pride ourselves on offering personalized service, expert advice, and competitive rates to ensure that you and your assets are well-protected. Whether you're looking to safeguard your family, property, or business, Hershfield Insurance Agency is here to help you navigate the complexities of insurance with ease and confidence. Visit us today to discover how we can assist you in achieving peace of mind and financial security.

Welcome to Chase Bank, located at 5059 Lakewood Boulevard, Lakewood, California 90712, where we are committed to providing you with comprehensive banking and financial services. As a trusted financial institution, we offer a wide range of services tailored to meet your personal and business needs. Our branch features convenient ATM services for quick and easy access to your funds. Whether you're looking to manage your personal finances or seeking expert guidance for your business, our team of business professionals is here to help. We specialize in improving cash flow, providing credit solutions, and managing payroll to support your business growth.

Welcome to Farmers Insurance - Erika Sanchez, your trusted local insurance agency located at 4111 South Street, Lakewood, California 90712. As your dedicated Farmers® agent, Erika Sanchez is committed to helping you navigate the complex world of insurance with ease and confidence. Whether you're seeking auto, home, renters, business insurance, or more, Erika will work closely with you to identify the coverage that best fits your unique needs. With extensive knowledge and experience, Erika Sanchez simplifies the insurance process, ensuring you understand your options, from comprehensive and collision coverage to deductibles and medical payments. Start your journey with an online auto insurance quote and discover discounts that could help you save.

Welcome to Chase ATM at 5059 Lakewood Boulevard, Lakewood, California 90712. As a part of JPMorgan Chase & Co., we are committed to providing you with reliable financial services tailored to your needs. Our ATM offers convenient access to your accounts for cash withdrawals, deposits, and other essential banking services. For businesses, Chase offers comprehensive banking solutions designed to enhance your financial operations. Our team of business professionals is here to assist with improving cash flow, offering credit solutions, and managing payroll. We also provide online and mobile services, business credit cards, and payment acceptance solutions to support your business needs.

Welcome to Angela Reilly - Thrivent, your trusted partner in financial planning and investment services, located at 4010 Watson Plaza Drive, Lakewood, California 90712. We specialize in providing personalized financial guidance to help you achieve your financial goals and secure your future. At Angela Reilly - Thrivent, we understand that each client’s financial situation is unique. Our services are designed to offer comprehensive reviews and analyses of your financial standing through Thrivent’s Financial Planning Framework. Clients have the opportunity to enhance their planning with our Dedicated Planning Services, which provides detailed written recommendations tailored to their specific needs, available for a fee.

Welcome to First Bank, your trusted financial partner located at 5195 Lakewood Boulevard, Lakewood, California 90712. As a leading provider in the ATM, banking, and finance sectors, we are committed to helping you achieve your financial goals with ease and convenience. At First Bank, we offer a range of services designed to meet your personal banking needs. Our Personal eBanking platform allows you to log in and view your account balances effortlessly on the My Accounts page. With the First Bank On The Go Mobile App, managing your finances is even more convenient, letting you access your accounts anywhere, anytime.

Welcome to Farmers & Merchants Bank, your trusted financial partner located at 4909 Lakewood Boulevard, Lakewood, California. Proudly serving the Lakewood community and surrounding areas, we specialize in providing comprehensive banking and financial services tailored to meet your needs. Whether you're looking for personal banking solutions, business accounts, or convenient ATM services, our dedicated team is here to assist you with a friendly and professional approach. At Farmers & Merchants Bank, we prioritize building strong relationships with our customers, offering personalized guidance and innovative financial products to help you achieve your goals. Visit us today and experience the difference of a community-focused bank committed to your financial success.

Welcome to Bank of America, conveniently located at 4705 Silva Street, Lakewood, California 90712. As a trusted leader in the banking and finance industry, we are dedicated to helping you achieve your financial goals with ease and confidence. Our Lakewood branch offers a full range of banking services, including personal and business accounts, loans, credit cards, and investment solutions tailored to your needs. For your convenience, our location features a drive-thru ATM, allowing you to manage your finances quickly and securely from the comfort of your vehicle. Whether you're looking to withdraw cash, deposit checks, or check your account balance, our drive-thru ATM is available 24/7 to serve you.

Welcome to Wells Fargo Bank, conveniently located at 4711 Candlewood Street, Lakewood, California. As a trusted name in banking and finance, we are committed to providing exceptional service to meet all your financial needs. Our Lakewood branch offers a wide range of services, including personal and business banking, loans, credit cards, and investment solutions. Additionally, our on-site ATM ensures easy access to your funds around the clock. Whether you're looking to open a new account, apply for a loan, or simply need financial advice, our friendly and knowledgeable staff is here to assist you. Visit us today and experience the personalized service that Wells Fargo is known for.

Welcome to BMO, your trusted partner in banking and finance, located at 5240 Clark Avenue, Lakewood, California 90712, United States. As a full-service branch, we offer a comprehensive range of financial services tailored to meet the needs of both personal and commercial clients. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our team is dedicated to providing you with the highest quality service. At BMO, we prioritize your financial security and adhere to federal regulations, including the USA Patriot Act, to combat terrorism funding and money laundering activities. When opening an account, you'll be asked to provide essential identification information to ensure a safe and secure banking experience.