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TOP 30 Personalized investment plans in Fremont, CA
42 results found
Search for local businesses, places and services near you
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 42808 Christy Street in Fremont, California, United States. Established in 1982, the institution offers three generations of amazing excellence in financial planning and insurance services. Led by Brandon Chew, Investment Advisor, and Simon Chew, Certified Insurance Counselor, the institution provides a unique leverage strategy typically used by high net worth clients, now available to professionals seeking family protection, wealth accumulation, and tax-efficient retirement income. In a world filled with uncertainties, especially in retirement planning, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth helps clients navigate the challenges of modern technology, increased life expectancy, and economic volatility. The institution specializes in managing longevity risks and assisting retirees in the distribution phase of retirement by strategically converting savings into retirement income.
Fremont Bank
Fremont Bank is a trusted financial institution located at 565 San Antonio Road in Mountain View, California. As a full-service bank, we offer a range of personal and business banking services, including checking and savings accounts, loans, and investment opportunities. Our convenient ATM services make accessing your funds easy and efficient. With a commitment to excellent customer service and community involvement, Fremont Bank is dedicated to helping our customers achieve their financial goals. Visit us today to experience the difference of banking with Fremont Bank.
Encover Personal Finance LLC
Encover Personal Finance LLC is a leading financial institution located at 34291 Eucalyptus Terrace in Fremont, California. Specializing in personalized financial solutions, Encover offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, Encover is dedicated to helping individuals and families achieve their financial goals and secure their financial future. Visit us today to learn how we can help you navigate the complexities of personal finance and make informed decisions for a brighter tomorrow.
U.S. Bancorp Investments - Financial Advisors: Fremont
U.S. Bancorp Investments - Financial Advisors in Fremont, California, offers a wide range of financial services and advice to help clients navigate their investment opportunities. Located at 39390 Fremont Boulevard, their team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, U.S. Bancorp Investments is here to provide personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence as you work towards a secure financial future.
Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes
Wealth Management Associate - U.S. Bancorp Investments: Kelly Caravantes is a financial institution located at 39390 Fremont Boulevard in Fremont, California, United States. As a wealth management associate, Kelly Caravantes provides personalized investment advice and financial planning services to clients looking to grow and protect their assets. With a focus on building long-term relationships and understanding each client's unique financial goals, Kelly helps individuals and families make informed decisions about their wealth management strategies. Whether you are planning for retirement, saving for a major purchase, or looking to diversify your investment portfolio, Kelly Caravantes and U.S. Bancorp Investments are dedicated to helping you achieve your financial objectives.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a finance institution located at 39300 Fremont Boulevard, Fremont, California, United States. At Merrill, we have a team of Financial Solutions Advisors ready to help you turn your ambitions into action and plan for what matters most to you. Whether you are looking to invest, plan for retirement, or secure your financial future, our advisors can provide personalized advice and guidance to help you reach your goals. You can search for a specific advisor or learn more about our parent company, Merrill Lynch. Please note that investing in securities involves risks, and it is important to review all terms and privacy policies before making any decisions. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation. Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of BofA Corp. Contact us today to schedule a meeting with a Merrill Financial Solutions Advisor in Fremont, CA.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a premier finance institution located at 40665 Fremont Boulevard in Fremont, California, United States. Our experienced team of financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you are planning for retirement, saving for the future, or looking to grow your wealth, our experts are here to provide personalized guidance and strategies tailored to your individual needs. Visit us today to start securing your financial future.
Merrill Investment & Retirement Financial Center
Merrill Investment & Retirement Financial Center is a leading finance institution located at 43591 Mission Boulevard in Fremont, California, United States. Our team of experienced financial advisors offers personalized investment and retirement planning services to help clients achieve their financial goals. Whether you are looking to build wealth, save for retirement, or plan for the future, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how we can help you secure your financial future.
Farmers Insurance - Avtarbir Singh
Located at 38350 Fremont Boulevard in Fremont, California, Farmers Insurance - Avtarbir Singh is your local insurance agency dedicated to helping you find the coverage that best suits your needs. Whether you are looking for auto, home, renters, business insurance, or more, our experienced team is here to provide personalized and straightforward assistance to make you smarter about insurance. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage in the event of disasters such as fires or other covered causes of loss. Contact us today for a quote and to learn about our insurance discounts that can help you save money. We also offer life insurance, renters insurance, condo insurance, and personal umbrella insurance to ensure that you have the protection you need for your assets and future earnings. Additionally, our team can help you customize a business insurance package to reduce risk and protect your investment. Contact us today to schedule an appointment and start building a solid financial plan for a secure future.
1st United Credit Union
1st United Credit Union is a trusted financial institution located at 2710 Mowry Avenue in Fremont, California. As a credit union, we offer a wide range of banking and financial services to our members, including savings accounts, checking accounts, loans, and investment options. Our experienced team is dedicated to providing personalized service and helping our members achieve their financial goals. Visit us today to see how we can help you manage your finances and plan for the future.
Technology Credit Union
Technology Credit Union, located at 43848 Pacific Commons Boulevard in Fremont, California, is a finance institution offering a variety of services to meet your financial needs. With a competitive 4.50% APY on short-term certificates and easy access to your money, Tech CU makes it easy to grow your savings. Their adjustable-rate mortgages offer lower rates and fees for your home purchase or refinancing needs. With low or no fee checking and savings accounts, there's something for everyone at Tech CU. Their virtual banking options allow you to meet with a Tech CU Banker quickly and conveniently, conduct transactions, apply for loans, and ask questions. Rest assured that Tech CU prioritizes security with multiple layers of protection. As a member of Tech CU, you can benefit from profits returned to members in the form of lower loan rates, low fees, outstanding service, and great member benefits. Join a credit union that puts your needs first and has earned a 5-star rating from Bauer Financial in 2023 for its strong financial position. Trust Tech CU for all your financial needs.
Horizon Financial Associates
Horizon Financial Associates is a reputable finance institution located at 39680 Mission Boulevard in Fremont, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, retirement planning, insurance, or any other financial need, we are here to help. Trust Horizon Financial Associates to guide you towards a secure financial future.
Aman Kashyap - State Farm Insurance Agent
Aman Kashyap - State Farm Insurance Agent is a trusted insurance agency located at 3900 Union Street in Fremont, California, United States. Aman Kashyap has been a State Farm Agent since 2008 and takes pride in serving his hometown community. With a passion for golfing and spending time with friends and family, Aman understands the importance of helping others with their insurance needs. At Aman Kashyap - State Farm Insurance Agent, we provide valuable information on why car insurance rates are increasing and offer tips on managing them. We also offer advice on safe driving practices on rural roads, where farm vehicles and other risks may be present. Additionally, we can help you understand car depreciation and provide tools to calculate the value of your vehicle.
Yogi Chugh - State Farm Insurance Agent
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.
Eve Meyer: Primerica - Financial Services
Eve Meyer: Primerica - Financial Services is a reputable finance and insurance agency located at 42808 Christy Street in Fremont, California, United States. With a focus on providing top-notch financial services to individuals and families, Eve Meyer: Primerica aims to help clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance solutions, the knowledgeable team at Eve Meyer: Primerica is dedicated to providing personalized and comprehensive financial services to meet your needs. Contact them today to start building a strong financial foundation for tomorrow.
Farmers Insurance - Denise Wang
Farmers Insurance - Denise Wang is an insurance agency located at 200 Brown Road, Fremont, California, United States. As your local Farmers® agent in Fremont, CA, Denise Wang helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Denise Wang has the knowledge and experience to help you understand your coverage options. With over 80 years of providing insurance products, Farmers® will be there for you in the event of a disaster. Denise Wang can assist you in selecting the right car insurance coverage, home insurance, life insurance, renters insurance, business insurance, and condo insurance. By customizing an insurance package to reduce your risk and protect your investment, Farmers Insurance - Denise Wang aims to provide peace of mind and financial security for you and your loved ones. Contact Denise Wang for a personalized insurance quote and start building a solid financial plan today.
Farmers Insurance - Lena Bobba
Farmers Insurance - Lena Bobba is an insurance agency located at 39843 Paseo Padre Parkway, Fremont, California, United States. As your local Farmers® agent in Fremont, CA, Lena Bobba helps customers identify the insurance coverage that best fits their needs. Lena offers personalized service to make customers smarter about insurance, whether it's auto, home, renters, or business insurance. Lena has the knowledge and experience to help customers understand their coverage options and secure their family's financial well-being. Customers can visit Lena in her office or give her a call for any insurance-related questions. Lena also provides comprehensive coverage for cars, homes, life insurance, renters, business, and condos. Farmers Insurance has been providing insurance products for over 80 years, ensuring that customers' most valuable possessions are protected. Customers can also get competitive rates with multi-line insurance discounts. Lena can help customers customize an insurance package for their small business to reduce risk and protect their investments. Additionally, Lena offers Personal Umbrella insurance policies for added coverage above and beyond auto or home insurance policies. Farmers Insurance and Financial Services agent Lena Bobba can help customers build a solid financial plan to reach their goals. Customers can also inquire about background information of this investment professional through FINRA BrokerCheck. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, Mid-Century Insurance Company, and other affiliates underwrite insurance policies offered by Lena Bobba. Life insurance is issued by Farmers New World Life Insurance Company, and securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance, and not all products and discounts are available in every state. Contact Lena Bobba for more information on insurance coverage options.
Farmers Insurance - Zachary Ciraulo
Farmers Insurance - Zachary Ciraulo is an insurance agency located at 39159 Paseo Padre Parkway in Fremont, California. With over 12 years of experience, Zachary Ciraulo helps customers identify the best insurance coverage for their needs. Whether you need auto, home, renters, business insurance, or more, Zachary can provide personalized and straightforward assistance to make you more informed about insurance. If you're unsure about comprehensive coverage, collision coverage, deductibles, or medical payments, Zachary can help take the mystery out of selecting the right car insurance coverage for your budget. You can also get an online auto insurance quote and learn about insurance discounts that can save you money.
EnFin Wealth Management
EnFin Wealth Management is a premier finance institution located at 2201 Walnut Avenue in Fremont, California, United States. With a team of experienced financial advisors and wealth managers, EnFin provides personalized financial planning and investment strategies to help clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or grow your assets, EnFin Wealth Management offers expert guidance and tailored solutions to meet your needs. Trust EnFin to provide the expertise and insight necessary to navigate the complexities of the financial world and secure your financial future.
Oakhurst Financial
Oakhurst Financial is a trusted institution located at 1059 Fremont Avenue in Los Altos, California, specialized in accounting and finance. Our team of experts is dedicated to helping you make informed decisions about your 401(k) investments and investment portfolio. As fiduciaries, we prioritize your best interests and provide personalized investment management services for those who prefer professional guidance. We offer integrated financial services designed to help you achieve financial success, whether you're saving for a home, college tuition, or retirement. Our federally-licensed preparers can assist with tax preparation, planning, and representation in IRS or California FTB audits. At Oakhurst Financial, we do not receive commissions for recommending specific actions, ensuring unbiased advice tailored to your unique financial goals.
Moore & Burkhardt Wealth Management
Moore & Burkhardt Wealth Management is a prestigious finance institution located at 39275 State Street in Fremont, California, United States. With a strong reputation for providing expert financial advice and personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Moore & Burkhardt Wealth Management is committed to providing top-notch service and guidance every step of the way. Trust us to help you secure your financial future with confidence and peace of mind.
Merrill Edge Financial Solutions Advisor
Merrill Edge Financial Solutions Advisor is a finance institution located at 43591 Mission Boulevard, Fremont, California, United States. They have a team of experienced advisors who can provide personalized advice and guidance to help you achieve your financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, a Merrill Advisor can help you create a plan that works for you. They offer a range of services including brokerage, investment advisory, and financial planning. Additionally, they provide banking products through Bank of America, N.A. and affiliated banks. With Merrill Lynch Life Agency Inc. as a licensed insurance agency, they can also assist with insurance needs. Take the first step towards financial success by contacting a Merrill Financial Solutions Advisor in Fremont, CA today.
Lpl Financial-Nancy Knight Financial Advisor
LPL Financial - Nancy Knight Financial Advisor is a finance institution located at 43358 Banda Terrace in Fremont, California, United States. Nancy Knight is a trusted financial advisor who helps clients navigate the complexities of managing their finances and investments. With years of experience and a commitment to personalized service, Nancy Knight provides expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, LPL Financial - Nancy Knight Financial Advisor is dedicated to helping you build a secure financial future.
Peace of Mind Finance
Peace of Mind Finance, located in Fremont, California, is a finance institution dedicated to helping investors gain confidence with a personalized and holistic approach to their finances. Our team works closely with each client to provide a bespoke investment experience tailored to their individual needs and objectives. We believe that money is personal, and our goal is to help clients achieve their financial goals through disciplined and holistic planning. At Peace of Mind Finance, we partner with Simplicity Wealth to deliver institutional-level investing and sophisticated technologies that help minimize risk and maximize potential returns for our clients. By understanding each client's risk tolerance and financial goals, we design customized investment and tax strategies to grow and protect their wealth.
Total Wealth Solutions
Total Wealth Solutions is a premier finance institution located at 43068 Christy Street in Fremont, California. Our team of experienced financial experts is dedicated to providing comprehensive wealth management solutions to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest wisely, or protect your assets, Total Wealth Solutions offers personalized strategies and guidance to maximize your financial success. Contact us today to schedule a consultation and take the first step towards securing your financial future.
John Hancock Financial Network
John 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.
Morgan Stanley Financial Advisors
Morgan Stanley Financial Advisors is a leading finance institution located at 401 Fremont Street in Monterey, California. Our team of expert advisors provides personalized financial solutions to help clients achieve their financial goals. With a wealth of experience and expertise in the finance industry, we offer comprehensive wealth management services, investment advice, retirement planning, and more. Trust Morgan Stanley Financial Advisors to guide you towards a secure financial future.
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS™
Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS™ is a reputable financial institution located at 39849 Paseo Padre Parkway in Fremont, California, United States. With a focus on providing personalized financial planning services, Eunice H Scholten, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to clients looking to secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Edward Jones - Financial Advisor: Eunice H Scholten, CFP®|AAMS™ is committed to helping you achieve your financial goals.
David Mogannam - Financial Advisor
David Mogannam - Financial Advisor is a trusted institution located at 39533 Paseo Padre Parkway in Fremont, California. As a finance institution, we specialize in providing expert financial advice and guidance to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized service and tailored solutions to meet the unique needs of each individual or business. Whether you are planning for retirement, saving for your children's education, or looking to invest, we are here to help you navigate the complex world of finance. Contact us today to schedule a consultation and start building a secure financial future.
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™
Edward Jones - Financial Advisor: Daniel J Zachary, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 39500 Stevenson Place in Fremont, California, United States. Specializing in providing personalized financial planning and investment services, Daniel J Zachary is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™). With a commitment to helping clients achieve their financial goals and secure their financial future, Edward Jones - Financial Advisor: Daniel J Zachary is a trusted partner in wealth management and financial advisory services.
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