Professional financial advisor services in Commerce, CA
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Brent Herrera - Mutual of Omaha Advisor
● ClosedBrent Herrera - Mutual of Omaha Advisor is an insurance agency located at 1390 Willow Pass Road, Concord, California, United States. Before becoming a financial planner, Brent Herrera earned his Bachelor of Science in business administration with a major in Finance and Minor in Economics from the University of Nevada, Reno. With experience in customer-facing roles, Brent prides himself on getting to know his clients personally and aims to be a lifelong resource for them. Brent is also actively involved in his community, serving on the Board of Directors for his local Chamber of Commerce in Dublin. He holds various licenses, including Series 7, 63, 65, and Life and Health licenses, and has achieved the CERTIFIED FINANCIAL PLANNER TM and Financial Services Certified Professional® designations. Brent is committed to providing his clients with tailored financial strategies and consistent service to help them achieve their financial goals. As a licensed insurance agent and investment professional with Mutual of Omaha Insurance Company, Brent works hard to provide his clients with the guidance and solutions they need.
1390 Willow Pass Rd Suite 1040, Concord, CA 94520, United States -
U.S. Bancorp Investments - Financial Advisors: Rohnert Park
● ClosedU.S. Bancorp Investments - Financial Advisors in Rohnert Park, California, is a trusted institution offering comprehensive financial services to help individuals and businesses achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized investment strategies tailored to each client's unique needs. Located at 6500 Commerce Boulevard, our office is conveniently situated for easy access. Whether you are planning for retirement, saving for education, or looking to grow your wealth, our skilled professionals are here to guide you every step of the way. Trust U.S. Bancorp Investments - Financial Advisors in Rohnert Park to help you secure a strong financial future.
6500 Commerce Blvd, Rohnert Park, CA 94928, United States -
Crumbley Financial Services
● ClosedCrumbley Financial Services is a reputable finance and insurance agency located at 6020 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include investment planning, retirement planning, insurance coverage, and more. Trust Crumbley Financial Services to provide you with expert advice and personalized solutions to secure your financial future.
6020 Commerce Blvd # 121, Rohnert Park, CA 94928, United States -
Aldrich Wealth Advisors
● ClosedAldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.
1903 Wright Pl #180, Carlsbad, CA 92008, United States -
Accretive Tax Advisors
● OpenAccretive Tax Advisors is a reputable finance institution located at 16855 West Bernardo Drive in San Diego, California. Specializing in tax advisory services, they provide expert guidance and strategic solutions to help individuals and businesses navigate the complexities of taxation. With a team of experienced professionals, Accretive Tax Advisors is dedicated to delivering personalized service and maximizing financial outcomes for their clients. Whether you need assistance with tax planning, compliance, or resolution, you can trust Accretive Tax Advisors to provide reliable and efficient support.
16855 W Bernardo Dr #250, San Diego, CA 92127, United States -
Northbay Advisors
● ClosedNorthbay Advisors is a leading accounting and finance institution located at 6010 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, Northbay Advisors offers a wide range of financial services to individuals and businesses, including tax preparation, financial planning, and investment management. Whether you are looking to improve your personal finances or grow your business, Northbay Advisors is dedicated to providing expert advice and guidance to help you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.
6010 Commerce Blvd #142, Rohnert Park, CA 94928, United States -
Dax Financial Group
● OpenDax Financial Group is a leading finance institution located at 5211 East Washington Boulevard in Commerce, California, United States. We specialize in providing a wide range of financial services, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial goals.
5211 E Washington Blvd suite 2-315, Commerce, CA 90040, United States -
X & M Income Tax Services
● ClosedX & M Income Tax Services is a reputable accounting and finance institution located at 5420 York Boulevard in Los Angeles, California. Our team of experienced professionals is dedicated to providing high-quality income tax services to individuals and businesses in the area. Whether you need help with filing your taxes, financial planning, or other accounting needs, we are here to assist you every step of the way. Trust X & M Income Tax Services for all your financial needs in the Los Angeles area.
5420 York Blvd, Los Angeles, CA 90042, United States -
Ron Selak's Financial and Insurance Services
● ClosedWelcome to Ron Selak's Financial and Insurance Services, your trusted partner in navigating the complex world of finance and insurance. Conveniently located at 6040 Commerce Boulevard in Rohnert Park, California, we are dedicated to providing personalized solutions tailored to meet your unique financial and insurance needs. At Ron Selak's Financial and Insurance Services, we pride ourselves on our commitment to excellence, integrity, and customer satisfaction. Our experienced team of professionals is here to guide you through every step of your financial journey, offering expert advice and comprehensive services in both finance and insurance.
6040 Commerce Boulevard, Rohnert Park, California 94928, United States -
Jay Epstein - State Farm Insurance Agent
● ClosedJay Epstein - State Farm Insurance Agent is a reputable insurance agency located at 704 East Perkins Street in Ukiah, California. Conveniently situated next door to Starbucks Coffee on the East side of Highway 101 at the Perkins Street Exit, this agency is easily accessible for all your insurance needs. Specializing in motorcycle insurance coverage, Jay Epstein and his team are committed to ensuring that your coverage suits your biking lifestyle, whether you are a seasoned rider or a casual biker. With over a decade of experience serving the Ukiah community, Jay is dedicated to providing top-notch Insurance and Financial Services.
704 E Perkins St Suite B, Ukiah, CA 95482, United States -
Catherine Chen - State Farm Insurance Agent
● ClosedCatherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.
20132 Stevens Creek Blvd, Cupertino, CA 95014, United States -
Gilbert Ayon - Insurance Agent @ S&R Insurance Group • Loan Officer & Real Estate Agent @ Stigler Mortgage
● ClosedGilbert Ayon is a versatile professional offering services as an Insurance Agent at S&R Insurance Group, as well as a Loan Officer and Real Estate Agent at Stigler Mortgage. Located at 10370 Commerce Center Drive in Rancho Cucamonga, California, Gilbert Ayon provides expert financial, insurance, and real estate services to clients in the United States. With a strong background in finance and a commitment to helping clients achieve their goals, Gilbert Ayon is a trusted advisor in the industry.
10370 Commerce Center Dr # 120, Rancho Cucamonga, CA 91730, United States -
Roger Fernando - State Farm Insurance Agent
● ClosedRoger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.
2200 Camino Ramon, San Ramon, CA 94583, United States -
Peter Kong - State Farm Insurance Agent
● ClosedLocated at 2020 East Anaheim Street in Long Beach, California, Peter Kong - State Farm Insurance Agent is a trusted insurance agency serving the community. Specializing in auto insurance, business insurance, and life insurance, we are dedicated to meeting all of your insurance needs in California and Nevada. Conveniently situated at the corner of Anaheim Street and Cherry Ave, in front of Bank of America in the heart of Cambodian Town, our team is committed to providing exceptional service to both current and potential customers. As a member of the Signal Hill Chamber of Commerce and a Board Member of the Cambodian American Business Association, we take pride in our involvement in the community. Our team is comprised of knowledgeable professionals who are fluent in Spanish, Laotian, Khmer, and Chinese, ensuring that we can effectively communicate with a diverse clientele. Whether you are in need of auto, fire, life, or commercial insurance, we are here to assist you every step of the way.
2020 E Anaheim St, Long Beach, CA 90804, United States -
Michael Loomis - State Farm Insurance Agent
● ClosedMichael Loomis - State Farm Insurance Agent is a reputable insurance agency located at 6700 Hunter Drive in Rohnert Park, California. Michael Loomis is a second generation State Farm Agent with deep roots in Sonoma County, having been a resident since 1952. He is a highly qualified professional with multiple certifications and honors, including Chartered Life Underwriter and Chamber of Commerce MTS. With over 50 years of experience as a State Farm agent, Michael Loomis is dedicated to providing excellent insurance services to his clients. At Michael Loomis - State Farm Insurance Agent, you can find a range of insurance products to meet your needs, including life insurance and annuities issued by State Farm Life Insurance Company. The agency also offers assistance with car registration requirements, moving insurance, and tips to avoid drunk driving. Additionally, they provide banking services through U.S. Bank National Association, including credit cards and deposit products.
6700 Hunter Dr, Rohnert Park, CA 94928, United States -
Lionel Mabasa - State Farm Insurance Agent
● ClosedLionel Mabasa - State Farm Insurance Agent is a trusted insurance agency located at 373 East Rowland Street, Covina, California, United States. Serving the Covina community since 2009, Lionel Mabasa is not only a State Farm agent but also a father, son, and husband. With a bachelor's degree from the University of California, Irvine, Lionel is dedicated to providing excellent customer service and educating his clients on their insurance needs. As a member of the Covina and West Covina Chambers of Commerce, as well as the Director of Membership of the West Covina Rotary Club, Lionel is deeply involved in his community. Lionel and his bilingual team are available to assist with auto insurance, homeowners insurance, health insurance, and life insurance. They also specialize in small business insurance, including workers compensation. Serving the cities of San Dimas, Irwindale, La Verne, Azusa, Pasadena, and all of Southern California, Lionel and his team are available 24/7 through text, phone, email, and virtual meetings.
373 E Rowland St, Covina, CA 91723, United States -
John Olson Insurance Agency, LLC
● ClosedJohn Olson Insurance Agency, LLC is a reputable insurance agency located at 27537 Commerce Center Dr in Temecula, California. With a commitment to providing top-quality insurance products and exceptional customer service, our agency helps clients protect their assets and loved ones with personalized coverage options. Whether you are looking for auto, home, life, or business insurance, our experienced team is here to help you find the perfect policy to meet your needs. Contact us today to learn more about how we can assist you in securing peace of mind and financial protection.
27537 Commerce Center Dr Ste 209, Temecula, CA 92590, United States -
Mike Siemsen - State Farm Insurance Agent
● ClosedMike Siemsen - State Farm Insurance Agent is a reputable insurance agency located at 3960 Prospect Avenue in Yorba Linda, California. Established in 2011, our agency has been dedicated to providing exceptional service to our clients. When you contact our office, you will speak directly with our experienced office manager, Joselyn, or with Mike Siemsen himself. At our agency, we offer a wide range of insurance and financial services including auto insurance, home insurance, commercial auto insurance, business insurance, workers compensation, and life insurance products. We understand the importance of protecting what matters most to you and your family, which is why we are committed to helping you find the right coverage.
3960 Prospect Ave # J, Yorba Linda, CA 92886, United States -
Thomas & Company
● ClosedThomas & Company is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for personal financial advice or a business in need of expert accounting services, Thomas & Company is dedicated to providing top-notch solutions tailored to your specific needs. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in managing your financial affairs.
6050 Commerce Blvd #100, Rohnert Park, CA 94928, United States -
Cloud-CPA / CloudPersonnel
● ClosedCloud-CPA / CloudPersonnel is a cutting-edge institution located at 14831 Whittier Boulevard in Whittier, California, United States. Specializing in accounting and finance, this institution offers innovative cloud-based solutions for businesses and individuals looking to streamline their financial processes. With a team of experienced professionals, Cloud-CPA / CloudPersonnel provides personalized services tailored to meet the unique needs of each client. Whether you are looking for accounting services or assistance with personnel management, this institution is dedicated to helping you achieve your financial goals efficiently and effectively.
14831 Whittier Blvd # 202, Whittier, CA 90605, United States -
BDO
● ClosedBDO, located at 3570 Carmel Mountain Road in San Diego, California, is a leading institution in the fields of accounting and finance. At BDO, you can learn about emerging trends, regulatory updates, and the latest headlines in legal tech to help your business thrive. With a focus on enabling new growth and finding competitive advantage, BDO offers valuable data and strategies to lead your organization towards stability and growth. The institution also helps business leaders navigate risks and opportunities, embrace the future of internal audit with AI, and align employee passions with the firm's purpose. In San Diego, a major center of international commerce, BDO's team of over 90 partners and professionals provides local expertise and insight in assurance, tax, and business advisory services. The institution collaborates with clients in industries such as technology, real estate, healthcare, financial services, and government contracting to define and enable meaningful success. BDO's Financial Services, Manufacturing, and Life Sciences practices offer tailored guidance to help businesses transform and scale efficiently.
3570 Carmel Mountain Rd #400, San Diego, CA 92130, United States -
Innova Tax Solutions
● ClosedInnova Tax Solutions is a leading accounting and finance institution located at 5615 Whittier Boulevard in Commerce, California, United States. With a team of experienced professionals, they provide a wide range of tax services and financial solutions to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, Innova Tax Solutions is dedicated to helping you achieve your financial goals. Their personalized approach and commitment to excellence make them a trusted partner for all your accounting and finance needs.
5615 Whittier Blvd Suite H, Commerce, CA 90022, United States -
Latino Tax Coach
● ClosedLatino Tax Coach is an accounting and finance institution located at 5800 South Eastern Avenue in Commerce, California, United States. Our focus is on tax preparation and financial planning, with a goal of helping our clients succeed. Our team consists of highly trained and dedicated professionals who are committed to assisting taxpayers in fulfilling their tax obligations. In addition to tax collection, we also handle the management and administration of various tax programs and benefits, such as deductions, exemptions, and subsidies. We are dedicated to providing clear and accurate information about tax regulations so that taxpayers can understand and properly fulfill their tax responsibilities.
5800 S Eastern Ave Ste 500 #502, Commerce, CA 90040, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 5534 Whittier Boulevard in Commerce, 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 help with your personal finances or a business in need of accounting assistance, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today and let us help you achieve your financial goals.
5534 Whittier Blvd Ste C, Commerce, CA 90022, United States -
Ybarra & Gillespie Cpa's
● ClosedYbarra & Gillespie CPA's is a reputable accounting and finance institution located at 10370 Commerce Center Drive in Rancho Cucamonga, California, United States. With a team of experienced and skilled professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Ybarra & Gillespie CPA's to provide accurate and reliable financial advice to help them achieve their financial goals.
10370 Commerce Center Dr, Rancho Cucamonga, CA 91730, United States -
Balanced Bookkeeping
● ClosedBalanced Bookkeeping is a trusted accounting and finance institution located on San Elijo Road in San Marcos, California, United States. Specializing in Quickbooks, we understand that managing finances can be daunting, which is why our team of honest and positive professionals are here to help alleviate the burden. Our top priority is always the best interests of our clients, offering capability, adaptability, and scalability in our services. Serving loyal clients in the San Diego area since 2003, our experienced team is ready to assist you in managing your finances effectively. Contact us today to start benefiting from our reliable services.
San Elijo Rd, San Marcos, CA 92078, United States -
Access Bookkeeping
● ClosedAccess Bookkeeping is a professional accounting and finance institution located at 525 Broadway in Santa Monica, California. Our team of experienced professionals is dedicated to providing top-notch bookkeeping services to businesses and individuals in the area. From managing accounts payable and receivable to preparing financial statements, our experts are committed to helping our clients achieve financial success. Contact us today to learn more about how Access Bookkeeping can assist you with all of your accounting needs.
525 Broadway #240, Santa Monica, CA 90401, United States -
Thomas Matt J EA
● ClosedThomas Matt J EA is a reputable accounting and finance institution located at 6050 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Thomas Matt J EA for expert advice and personalized solutions to meet their financial needs.
6050 Commerce Blvd #100, Rohnert Park, CA 94928, United States -
Blue Isle Bookkeeping
● OpenBlue Isle Bookkeeping, located at 4572 Telephone Road in Ventura, California, is a premier accounting and finance institution dedicated to helping businesses, non-profits, and individuals succeed. Our team of experienced accountants and advisors have a combined total of over 200 years of experience in the industry, ensuring that we provide top-notch bookkeeping services to all of our clients. Whether you need assistance with tax returns, financial planning, or any other fiscal management matter, our team is here to help. We specialize in maximizing returns for businesses of all sizes and niches, as well as providing personalized services for individuals and non-profits.
4572 Telephone Rd Suite 915, Ventura, CA 93003, United States -
MacTax Solutions
● ClosedMacTax Solutions is a trusted accounting and finance institution located at 9027 Florence Avenue in Downey, California. Our dynamic father and son team has been helping individuals and businesses save on their taxes for years. We pride ourselves on educating our clients on their tax situations and keeping them informed on the latest tax laws. At MacTax Solutions, we go above and beyond to ensure complete client satisfaction. Our team includes experts like Heddy, who combines tax and immigration expertise, Marco, with over 25 years of experience in tax law and accounting, Ivan, who specializes in e-commerce and influencer sectors, Amadeus, with a strong accounting background, Evelyn, skilled in accounting and workforce management, Robert, blending tax expertise with management skills, and Victoria, a Bilingual Tax Specialist with administration and analysis skills.
9027 Florence Ave A, Downey, CA 90240, United States
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