Reliable financial consulting for individuals in City of Industry, CA
129 results found
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John's Financial and Health Services
● ClosedJohn's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.
223 Dressler Ave, Santa Maria, CA 93454, United States -
Baymark Financial Inc
● OpenBaymark Financial Inc is a leading finance institution located at 177 Bovet Road in San Mateo, California. With a strong reputation for excellence in the financial industry, Baymark Financial Inc offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, our team of experts is dedicated to providing top-notch service and guidance. Trust Baymark Financial Inc to help you navigate the complexities of the financial world and achieve your goals.
177 Bovet Rd # 100, San Mateo, CA 94402, United States -
Uhart Tax & Financial
● ClosedUhart Tax & Financial is a reputable accounting and finance institution located at 9745 Prospect Avenue in Santee, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their commitment to providing personalized and reliable financial solutions sets them apart in the industry. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Uhart Tax & Financial is dedicated to helping you achieve your financial goals.
9745 Prospect Ave #204, Santee, CA 92071, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
HMA Tax & Financial Services
● OpenHMA Tax & Financial Services is a reputable accounting and finance institution located at 3403 Glen Abbey Boulevard in Chula Vista, California, United States. With a team of skilled professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their dedication to accuracy and personalized service sets them apart in the industry, making them a go-to choice for individuals and businesses looking for reliable financial guidance. Trust HMA Tax & Financial Services to help you navigate the complexities of taxes and finances with ease.
3403 Glen Abbey Blvd, Chula Vista, CA 91910, United States -
TBK Tax & Financial Services, Inc.
● OpenTBK Tax & Financial Services, Inc. is a reliable institution located at 22543 Ventura Boulevard in Los Angeles, California. Specializing in accounting and finance, our team is led by Mr. Fawaz Amer, an Enrolled Agent and accountant with degrees from UCLA and CSN. With over 15 years of experience in the industry, we offer accurate and affordable tax services for individuals and businesses. At TBK Tax & Financial Services, Inc., our mission is simple: to provide unbeatable rates while maximizing your return and finding every possible deduction. From individual tax filings to business accounting and corporation setup, we cover a wide range of services to meet your financial needs. Our team stays up-to-date with the frequent changes in tax laws to ensure accuracy and precision in our work.
22543 Ventura Blvd # 218, Woodland Hills, CA 91364, United States -
Stephanie Atalla - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedStephanie Atalla is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 225 West Santa Clara Street in San Jose, California. With years of experience in the finance industry, Stephanie provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to invest for the future, Stephanie Atalla can provide expert guidance and strategies tailored to your individual needs. Contact Stephanie Atalla at Ameriprise Financial Services, LLC for professional and reliable financial advice.
225 W Santa Clara St UNIT 1600, San Jose, CA 95113, United States -
Bank of America ATM
● OpenThe Bank of America ATM located on East Street in Santa Maria, California, United States, provides convenient access to financial services for customers on the go. As a trusted institution in the finance industry, Bank of America offers a secure and reliable way for individuals to withdraw cash, check account balances, and perform other banking transactions. Whether you're a local resident or just passing through town, this ATM is a convenient option for all your banking needs.
300 Town Ctr, East St, Santa Maria, CA 93454, United States -
Bank of America ATM
● OpenThe Bank of America ATM located at 5001 Laguna Boulevard in Elk Grove, California, United States, offers convenient access to financial services for customers in the area. As a trusted name in the banking industry, Bank of America provides a secure and reliable way for individuals to withdraw cash, check account balances, and perform other banking transactions. With its convenient location and easy-to-use interface, this ATM is a convenient option for those looking to manage their finances on the go.
5001 Laguna Blvd, Elk Grove, CA 95758, United States -
Bank of America ATM
● OpenThe Bank of America ATM at 10422 San Pablo Avenue in El Cerrito, California, offers convenient access to financial services for customers in the area. As a trusted name in the banking industry, Bank of America provides secure and reliable ATM services for individuals looking to withdraw cash, check account balances, and perform other financial transactions. Whether you're a Bank of America customer or just passing through, this ATM location is a convenient option for your banking needs.
10422 San Pablo Ave, El Cerrito, CA 94530, United States -
Flex Tax and Consulting Group
● ClosedFlex Tax and Consulting Group is a reputable accounting and finance institution located at 1160 Battery Street in San Francisco, California, United States. With a dedicated team of professionals, they offer a wide range of services including tax preparation, financial consulting, and audit services. Their office hours are from Monday to Saturday, 10 am to 6 pm (Pacific Time). Clients have praised Flex Tax for their professionalism, thoroughness, and excellent service. Whether it's handling complex tax situations, providing clear explanations, or offering expert advice, Flex Tax has consistently delivered top-notch service. Clients have also appreciated the convenience of working with a knowledgeable and responsive team, making the tax preparation process straightforward and stress-free.
1160 Battery St suite 100, San Francisco, CA 94111, United States -
JRRO, A Division of SingerLewak
● ClosedJRRO, a Division of SingerLewak, is a renowned accounting and finance institution located at 325 East Hillcrest Drive in Thousand Oaks, California, United States. With a strong reputation for excellence in the industry, JRRO offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch accounting and financial solutions tailored to meet the unique needs of each client. Whether you are looking for tax planning, audit services, or financial consulting, JRRO has the expertise and resources to help you achieve your financial goals. Visit their office today to learn more about how they can assist you in managing your finances effectively.
325 E Hillcrest Dr #215, Thousand Oaks, CA 91360, United States -
Sousa & Weber LLP (Combined with Moss Adams in 2022)
● ClosedSousa & Weber LLP, a renowned accounting and finance institution, has been a trusted name in the industry for years. Located at 2615 California 1 in Hermosa Beach, California, United States, this institution has provided top-notch financial services to individuals and businesses alike. With a commitment to excellence and a dedication to client satisfaction, Sousa & Weber LLP has built a strong reputation for reliability and expertise. In 2022, the institution joined forces with Moss Adams, further enhancing their capabilities and expanding their reach. Whether you're in need of tax preparation, financial planning, or business consulting, Sousa & Weber LLP (Combined with Moss Adams in 2022) is the go-to destination for all your accounting and finance needs.
2615 CA-1, Hermosa Beach, CA 90254, United States -
R & W Financial Services
● ClosedR & W Financial Services is a reputable accounting and finance institution located at 500 Carson Plaza Drive in Carson, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Their commitment to providing personalized and reliable financial solutions sets them apart in the industry. Visit R & W Financial Services for all your accounting and finance needs.
500 Carson Plaza Dr # 209, Carson, CA 90746, United States -
Roger Serna Tax Consultant
● OpenRoger Serna Tax Consultant is a reputable accounting and finance institution located at 22349 La Palma Avenue in Yorba Linda, California, United States. With years of experience in the industry, Roger Serna and his team specialize in providing expert tax consultation services to individuals and businesses alike. Whether you need assistance with tax planning, preparation, or filing, you can count on Roger Serna Tax Consultant to provide personalized and professional solutions tailored to your specific needs. Trustworthy, reliable, and dedicated to client satisfaction, Roger Serna Tax Consultant is your go-to destination for all your tax and financial needs.
22349 La Palma Ave # 112, Yorba Linda, CA 92887, United States -
Farmers Insurance - Scott Alstad
● ClosedFarmers Insurance - Scott Alstad is an insurance agency located at 2843 Alhambra Avenue, Martinez, California, United States. Scott Alstad, born and raised in San Francisco, takes pride in serving the insurance needs of Martinez, the Bay Area, and all of California. With over 17 years of experience in the insurance industry, Scott is dedicated to helping customers like you identify the insurance coverage that best fits your needs. Whether you are looking for auto, home, renters, business insurance, or more, Scott can provide personalized assistance to help you make informed decisions about your coverage options. As a Farmers® agent, Scott can help you navigate the complexities of insurance, whether you are looking for comprehensive coverage, collision coverage, deductibles, medical payments, or other insurance-related matters. Scott can also assist you in selecting the right car insurance coverage for your needs and budget, offering online quotes and insurance discounts to help you save money.
2843 Alhambra Ave, Martinez, CA 94553, United States -
Thang Vo - State Farm Insurance Agent
● ClosedThang Vo - State Farm Insurance Agent is a trusted insurance agency located at 391 Jacklin Road, Milpitas, California, United States. As Spring approaches and more people hit the road for Spring breaks, it's important to ensure you have the right Auto Insurance coverage. Our team is dedicated to making the insurance process easy and stress-free for our customers, providing assistance in English, Vietnamese, Hindi, and Spanish. With over two decades of experience in the insurance industry, we offer a wide range of products and services including Auto, Motorcycle, Life, Health, Disability Income, and E&O Insurance. We prioritize customer satisfaction and strive to provide personalized service to meet the unique needs of each individual. Whether you're a new driver, a college-bound teen, or a family preparing for emergencies, we are here to help with expert advice and guidance. Our team is available 24/7, 365 days a year to assist you with any insurance inquiries or concerns.
391 Jacklin Rd, Milpitas, CA 95035, United States -
Ports O Call Insurance Services
● ClosedPorts O Call Insurance Services is a reputable insurance agency located at 823 West 9th Street in Los Angeles, California. With a commitment to providing top-notch insurance solutions to individuals and businesses, they offer a wide range of insurance products such as auto, home, business, and life insurance. Their team of experienced agents is dedicated to helping clients find the best coverage options tailored to their specific needs. Whether you are looking for personal or commercial insurance, Ports O Call Insurance Services is here to provide reliable and professional service.
823 W 9th St, San Pedro, CA 90731, United States -
Farmers Insurance - Kraig Heiland
● OpenFarmers Insurance - Kraig Heiland is a local insurance agency located at 402 East 2nd Avenue in Escondido, California. Serving the entire North County SD and surrounding areas, Kraig Heiland has over 60 years of experience in the insurance industry. The agency specializes in auto, home, life, and commercial insurance, with a focus on educating clients to help them make informed decisions about their coverage. The team at Heiland Insurance Agency is dedicated to protecting, educating, and assisting clients with their insurance needs. With over 90 years of combined experience, they are well-equipped to find the best coverage options for each individual. Whether you need comprehensive car insurance, competitive rates for home insurance, or a customized business insurance package, Kraig Heiland and his team are committed to providing personalized service and reliable consultation. Additionally, they offer renters insurance, condo insurance, and personal umbrella insurance to ensure that all aspects of your life and assets are protected. For those looking to secure their financial future, Farmers Insurance and Financial Services can help create a solid financial plan. With a range of insurance products underwritten by reputable insurers, including Farmers Insurance Exchange and Mid-Century Insurance Company, clients can trust that their assets are in good hands. Kraig Heiland is also licensed to offer life insurance policies through Farmers New World Life Insurance Company. For investment options, Securities are offered through Farmers Financial Solutions, LLC. Clients can rest assured that each insurer has sole financial responsibility for its own insurance policies. For more information or to request a quote, visit the office conveniently located in downtown Escondido or contact Kraig Heiland directly. Se Habla Espanol!
402 E 2nd Ave, Escondido, CA 92025, United States -
Mike Gaumer - State Farm Insurance Agent
● ClosedMike Gaumer - State Farm Insurance Agent is a reputable insurance agency located at 8440 Maple Place in Rancho Cucamonga, California. Just 1 block East of Central Rancho Cucamonga Post Office off Arrow Route, Mike Gaumer is licensed to market and service insurance in both California and Arizona. With over 34 years of experience in the insurance industry, Mike Gaumer is dedicated to putting his customers first and building lifelong relationships based on trust and exceptional service. As a graduate of Loyola Marymount University with a Bachelors degree in Business Administration, Mike Gaumer brings a wealth of knowledge and expertise to his agency. He has earned several prestigious awards and designations in the insurance industry, including the Chartered Property Casualty Underwriter (CPCU) Designation. With a team of licensed and experienced Insurance Professionals, Mike Gaumer's agency offers a comprehensive range of insurance services, including Auto, Home, Renters, Health, Life Insurance, and Financial Services.
8440 Maple Pl Ste 104, Rancho Cucamonga, CA 91730, United States -
EMC Insurance Co
● OpenEMC Insurance Co is a reputable insurance agency located at 25541 Commercentre Drive in Lake Forest, California, United States. With a focus on providing comprehensive insurance solutions to individuals and businesses, EMC Insurance Co offers a wide range of insurance products and services to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to delivering personalized and reliable insurance coverage to ensure peace of mind and financial security. Whether you are looking for auto, home, business, or life insurance, EMC Insurance Co is committed to helping you find the right coverage at competitive rates. Contact them today to learn more about their insurance offerings and how they can help protect what matters most to you.
25541 Commercentre Dr #200, Lake Forest, CA 92630, United States -
Lynda Rummelhoff - State Farm Insurance Agent
● ClosedLynda Rummelhoff - State Farm Insurance Agent is a trusted insurance agency located at 332 Moorpark Avenue in Moorpark, California, United States. Our team of licensed professionals is dedicated to providing personalized insurance plans for auto, life, and health coverage. With over 40 years of experience with State Farm, we are committed to helping individuals and businesses protect what matters most to them. Our office is open for in-person consultations or quotes over the phone. Feel free to call or text us at (805) 553 - 0355 to schedule an appointment. We are proud to serve the Moorpark community and surrounding areas, as well as all of California.
332 Moorpark Ave, Moorpark, CA 93021, United States -
JVRC Insurance Services
● ClosedJVRC Insurance Services is a leading health insurance agency located at 5707 Corsa Avenue in Westlake Village, California, United States. With a focus on providing personalized and comprehensive insurance solutions, JVRC Insurance Services is dedicated to helping individuals and families navigate the complex world of healthcare coverage. Our team of experienced agents is committed to finding the right plan for each client's unique needs and budget. Contact us today to learn more about how we can help you protect your health and financial well-being.
5707 Corsa Ave #105, Westlake Village, CA 91362, United States -
Charles G. Hardy Inc
● ClosedCharles G. Hardy Inc is a well-established store located at 15723 Vermont Avenue in Paramount, California. This institution offers a wide range of products and services to cater to the needs of its customers. With a reputation for quality and reliability, Charles G. Hardy Inc is a trusted name in the community. Whether you are looking for household items, clothing, or accessories, you can find it all at this store. Visit Charles G. Hardy Inc today for a shopping experience that is sure to exceed your expectations.
15723 Vermont Ave, Paramount, CA 90723, United States -
George Petersen Insurance Agency
● ClosedGeorge Petersen Insurance Agency, located at 521 Main Street in Ferndale, California, is a health and insurance agency dedicated to providing comprehensive insurance plans and risk management services tailored to meet the unique needs of each individual or business. From health and disability benefits to retirement programs, their experienced agents are committed to helping clients protect their assets and loved ones. At George Petersen Insurance Agency, they prioritize building strong relationships with their clients and strive to earn their trust by putting their needs first. With a client retention rate of over 95%, they have established themselves as a reliable and trusted partner in the insurance industry.
521 Main St, Ferndale, CA 95536, 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 -
PHP Agency, Inc.
● ClosedPHP Agency, Inc. is an insurance agency located at 9901 Paramount Boulevard in Downey, California, United States. As a tech-enabled life insurance marketing organization, PHP Agency offers a comprehensive platform, training, and support for individuals looking to succeed as insurance agents in the industry. The institution's mission is to provide financial education to underserved communities in America and help protect their families' legacies through life insurance products. PHP Agency provides agents with the opportunity to earn income and build a part-time or full-time business to achieve financial freedom.
9901 Paramount Blvd #135, Downey, CA 90240, United States -
A Better Choice Tax Preparation
● ClosedA Better Choice Tax Preparation is a professional accounting and finance institution located at 1248 East Grand Avenue in Arroyo Grande, California. Our dedicated team of experts is committed to providing top-notch tax preparation services to individuals and businesses alike. With years of experience in the industry, we strive to ensure that our clients receive the best possible outcome when it comes to their financial needs. Whether you need assistance with tax planning, filing, or general financial advice, A Better Choice Tax Preparation is here to help you make informed decisions and secure a better financial future. Contact us today to schedule an appointment and let us show you why we are the preferred choice for all your accounting and finance needs.
1248 E Grand Ave, Arroyo Grande, CA 93420, United States -
New York Life Insurance
● ClosedNew York Life Insurance is a reputable finance and insurance agency located at 4204 Riverwalk Parkway in Riverside, California, United States. With a strong presence in the insurance industry, New York Life is dedicated to providing reliable and comprehensive insurance solutions to individuals and families. Their experienced agents help clients navigate the complexities of insurance policies and ensure they have the coverage they need for their financial security. Trust New York Life Insurance to protect your loved ones and assets with their range of insurance products and services.
4204 Riverwalk Pkwy #200, Riverside, CA 92505, United States -
Diana Tracy - State Farm Insurance Agent
● ClosedDiana Tracy - State Farm Insurance Agent is a well-established insurance agency located at 4403 Manchester Avenue in Encinitas, California. With over 40 years of experience in the industry, Diana Tracy is the most experienced State Farm Agent in the area. The agency prides itself on providing superior service to its customers, offering professional, courteous, and prompt assistance. The team of 6 professionals at Diana Tracy - State Farm Insurance Agent has a combined experience of over 75 years, ensuring that customers receive expert advice and support for all their insurance needs. In addition to offering auto, home, life, and small business insurance, the agency also provides valuable resources and tips for handling various insurance-related situations, such as dealing with flood damage to your car or driving on rural roads. The team is dedicated to helping customers prepare for and protect their future by providing quality products and remarkable service.
4403 Manchester Ave STE 102, Encinitas, CA 92024, United States
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