Retirement wealth management in California
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Jose Guadalupe Velador: Primerica - Financial Services
● OpenWelcome to Jose Guadalupe Velador: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 7625 Rosecrans Avenue, Paramount, California. We specialize in providing expert financial advice and comprehensive insurance services tailored to meet the unique needs of individuals and families in our community. At Jose Guadalupe Velador: Primerica, we understand that financial security is a cornerstone of a fulfilling life. Our dedicated team is committed to helping you navigate the complexities of financial management with confidence. Whether you're planning for retirement, looking to protect your family's future, or seeking strategies to grow your wealth, we offer a range of personalized services designed to align with your goals.
7625 Rosecrans Avenue, Paramount, California 90723, United States -
Thrivent Financial
● OpenWelcome to Thrivent Financial, your trusted partner in achieving financial clarity and security. Conveniently located at 4909 Lakewood Boulevard, Lakewood, California, we are committed to serving the financial needs of our community with integrity and personalized care. At Thrivent Financial, we specialize in providing comprehensive financial services, including investment management, retirement planning, insurance solutions, and wealth management strategies. Our team of experienced professionals is dedicated to understanding your unique financial goals and crafting tailored solutions to help you achieve them. Whether you're planning for retirement, securing your family's future, or managing your investments, we are here to guide you every step of the way. Visit us today and discover how we can help you build a more confident financial future.
4909 Lakewood Boulevard, Lakewood, California 90712, United States -
First Citizens Bank
● ClosedWelcome to First Citizens Bank, where your financial goals and community well-being are our top priorities. Conveniently located at 3500 East 7th Street, Long Beach, California, our branch is dedicated to providing personalized banking and financial services tailored to meet your unique needs. As a trusted institution in the heart of Long Beach, we offer a comprehensive range of services including personal and business banking, loans, mortgages, investment solutions, and wealth management. At First Citizens Bank, we pride ourselves on our commitment to customer service and community engagement. Our experienced team is here to guide you through every step of your financial journey, offering expert advice and innovative solutions to help you achieve your aspirations. Whether you're opening your first account, planning for retirement, or expanding your business, we are here to support you with integrity and professionalism.
3500 East 7th Street, Long Beach, California 90804, United States -
COMMERCE
● OpenWelcome to COMMERCE, your trusted partner in finance, located in the heart of Commerce, California. Situated at 6400 East Washington Boulevard, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. At COMMERCE, we understand that navigating the financial landscape can be complex, which is why our team of experienced professionals is committed to delivering personalized solutions that drive success. Whether you're an individual seeking financial planning advice or a business in need of comprehensive financial management, our range of services is designed to support your goals. We specialize in investment strategies, retirement planning, tax optimization, and wealth management, ensuring that every client receives the highest standard of care and expertise.
6400 East Washington Boulevard, Commerce, California 90040, United States -
Cesar Macedo MBA, CFP
● ClosedWelcome to Cesar Macedo MBA, CFP, your trusted partner in financial planning and advisory services. Conveniently located at 8141 2nd Street, Downey, California, we specialize in offering tailored financial solutions to help you achieve your financial goals. With a strong foundation in finance and a commitment to excellence, Cesar Macedo brings a wealth of knowledge as a Certified Financial Planner (CFP) and holds an MBA, ensuring that you receive expert guidance and personalized strategies. Whether you're looking to plan for retirement, manage investments, or navigate complex financial decisions, our dedicated team is here to provide clarity and confidence in your financial journey. Visit us today to discover how we can help secure your financial future.
8141 2nd Street, Downey, California 90241, United States -
Bank of America Financial Center
● ClosedWelcome to the Bank of America Financial Center, conveniently located at 11021 La Reina Avenue, Downey, California. As a trusted leader in the banking and finance industry, we are dedicated to providing exceptional financial services and solutions to meet your personal and business needs. Our Downey Financial Center offers a comprehensive range of services, including personal and business banking, investment advice, mortgage lending, and wealth management. At our state-of-the-art facility, you will find a team of knowledgeable and friendly professionals ready to assist you with your financial goals. Whether you're opening a new account, planning for retirement, or seeking a loan, we're here to help every step of the way. We pride ourselves on delivering personalized service and expert guidance to ensure a seamless banking experience.
11021 La Reina Avenue, Downey, California 90241, United States -
Wells Fargo Advisors Financial Network
● OpenWelcome to Wells Fargo Advisors Financial Network, your trusted partner in financial planning and investment management, located at 3738 Bayer Avenue, Long Beach, California. Our dedicated team of experienced financial advisors is committed to helping you achieve your financial goals through personalized strategies and expert guidance. We offer a comprehensive range of services, including investment planning, retirement strategies, wealth management, and more, all tailored to meet your unique needs. At Wells Fargo Advisors Financial Network, we pride ourselves on building long-lasting relationships with our clients, founded on trust, integrity, and exceptional service. Visit us today to discover how we can assist you in navigating your financial future with confidence.
3738 Bayer Avenue, Long Beach, California 90808, United States -
First Citizens Bank
● ClosedWelcome to First Citizens Bank - Artesia Branch Located at 11660 South Street in the heart of Artesia, California, First Citizens Bank is your trusted partner in financial services. As a cornerstone of the community, we pride ourselves on delivering personalized banking solutions to meet the diverse needs of individuals, families, and businesses. Our Artesia branch offers a comprehensive range of services, including personal and business banking, loan and mortgage solutions, investment advice, and wealth management.
11660 South Street, Artesia, California 90701, United States -
Cedar Point Financial, Inc.
● OpenWelcome to Cedar Point Financial, Inc., your trusted partner in navigating the complex world of finance. Conveniently located at 12325 Imperial Highway, Norwalk, California, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals through expert advice and comprehensive services. Whether you're looking for investment guidance, retirement planning, tax strategies, or wealth management, Cedar Point Financial, Inc. is here to support you every step of the way. Visit us today and discover how we can help you secure a brighter financial future.
12325 Imperial Highway, Norwalk, California 90650, United States -
U.S. Bank Branch
● ClosedWelcome to U.S. Bank Branch, your trusted financial partner located at 12470 Seal Beach Boulevard, Seal Beach, California. As a leading provider of banking and financial services, we are committed to helping individuals and businesses achieve their financial goals. Our Seal Beach branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, investment solutions, and wealth management. Our dedicated team of financial experts is here to provide personalized guidance and support, ensuring that your banking experience is seamless and rewarding. Whether you're opening a new account, planning for retirement, or seeking a loan, we are here to assist you every step of the way.
12470 Seal Beach Boulevard, Seal Beach, California 90740, United States -
LEONID
● ClosedWelcome to LEONID, your trusted partner in navigating the world of finance. Conveniently located at 16400 Pacific Coast Highway, Huntington Beach, California, we are dedicated to providing tailored financial solutions that meet the diverse needs of our clients. Whether you're looking for expert advice on investments, retirement planning, or wealth management, our experienced team is here to guide you every step of the way. At LEONID, we prioritize building long-term relationships with our clients, ensuring personalized service and strategies that align with your financial goals. Visit us today and discover how we can help you achieve financial success and security.
16400 Pacific Coast Highway, Huntington Beach, California 92649, United States -
Catholic Investment Group
● OpenWelcome to Catholic Investment Group, your trusted partner in financial management and investment solutions located in the heart of Seal Beach, California. Situated at 3030 Old Ranch Parkway, our firm is dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. With a strong foundation in ethical and responsible investing, we offer a comprehensive range of services including portfolio management, financial planning, and investment advisory. Our team of experienced professionals is committed to guiding you through the complexities of the financial world with integrity and expertise. At Catholic Investment Group, we prioritize your financial goals and work diligently to help you achieve them, all while aligning with values that matter to you.
3030 Old Ranch Parkway, Seal Beach, California 90740, United States -
Windsor Capital Finance, Inc.
● OpenWelcome to Windsor Capital Finance, Inc., your trusted partner in financial services located in the heart of Seal Beach, California. Situated at 3020 Old Ranch Parkway, we pride ourselves on delivering personalized financial solutions to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through comprehensive planning, investment management, and advisory services. Whether you're seeking to grow your wealth, plan for retirement, or manage corporate finances, Windsor Capital Finance, Inc. is here to guide you every step of the way. Discover the difference that expert financial guidance can make—visit us today and let us help you secure a prosperous future.
3020 Old Ranch Parkway, Seal Beach, California 90740, United States -
Patty P Loh: Primerica - Financial Services
● OpenWelcome to Patty P Loh: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Santa Fe Springs, California. Situated at 12614 Leffingwell Road, we are dedicated to helping individuals and families achieve their financial goals and secure their future. As a reputable finance and insurance agency, we offer a comprehensive range of services tailored to meet your unique needs. Our experienced team is committed to providing personalized guidance on investments, retirement planning, life insurance, and more. We pride ourselves on our customer-centric approach, ensuring that every client receives the attention and expertise necessary to make informed financial decisions.
12614 Leffingwell Road, Santa Fe Springs, California 90670, United States -
Spectrum Financial
● OpenWelcome to Spectrum Financial, your trusted partner in financial success. Conveniently located at 11021 Winners Circle, Los Alamitos, California, we are dedicated to providing comprehensive financial services tailored to meet your unique needs. At Spectrum Financial, we understand that navigating the world of finance can be complex, which is why our team of experienced professionals is here to guide you every step of the way. Whether you're seeking investment advice, retirement planning, or wealth management, we are committed to delivering personalized solutions that align with your goals. Our client-centric approach ensures that you receive the highest level of service and expertise. Visit us today and discover how Spectrum Financial can help you achieve financial peace of mind. Your journey to a secure financial future begins here.
11021 Winners Circle, Los Alamitos, California 90720, United States -
First Pacific Financial
● OpenWelcome to First Pacific Financial, your trusted partner in navigating the complex world of finance. Located in the heart of Whittier, California, our firm specializes in providing personalized financial solutions tailored to meet your unique needs. Whether you're planning for retirement, seeking investment advice, or managing your wealth, our team of experienced professionals is here to guide you every step of the way. At First Pacific Financial, we pride ourselves on our commitment to integrity, transparency, and excellence. Discover how we can help you achieve your financial goals and secure a prosperous future. Visit us at our Whittier office or contact us today to schedule a consultation. Your financial success is our mission.
Whittier, California 90605, United States -
Frank Parlato - Palomar Financial Services
● ClosedWelcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.
15061 Springdale Street, Huntington Beach, California 92649, United States -
HARBOR POINTE FINANCIAL
● ClosedWelcome to Harbor Pointe Financial, your trusted partner in financial success, conveniently located at 1 Tawny Port, Dana Point, California. As a leading financial services provider, we are committed to guiding you through the complexities of the financial world with expertise and personalized care. Our team of seasoned professionals offers a comprehensive range of services tailored to meet the unique needs of individuals, families, and businesses in our community. At Harbor Pointe Financial, we understand that each client has distinct financial goals and challenges. Whether you are planning for retirement, seeking investment advice, or managing your wealth, our dedicated advisors work closely with you to develop customized strategies that align with your aspirations. We pride ourselves on building lasting relationships based on trust, transparency, and a deep understanding of your financial objectives.
1 Tawny Port, Dana Point, California 92629, United States -
South Coast Financial
● ClosedWelcome to South Coast Financial, your trusted partner in navigating the financial landscape. Located in the heart of San Juan Capistrano at 31877 Del Obispo Street, California, we are dedicated to providing personalized financial solutions tailored to meet the unique needs of our clients. With a commitment to excellence and integrity, our team of experienced professionals offers a comprehensive range of services including financial planning, investment management, retirement strategies, and wealth preservation. Whether you're an individual seeking to secure your financial future or a business aiming to optimize financial performance, South Coast Financial is here to guide you every step of the way. Visit us today and discover how we can help you achieve your financial goals with confidence.
31877 Del Obispo Street, San Juan Capistrano, California 92675, United States -
Edward Jones
● OpenWelcome to Edward Jones, located on I Street in Crescent City, California. We are a trusted name in the finance industry, dedicated to helping you achieve your financial goals with personalized strategies that align with your life’s aspirations. At Edward Jones, we believe that understanding what truly matters to you is the key to developing effective financial strategies. Our process is designed to connect you with financial advisors who are perfectly matched to your needs, ensuring you receive tailored advice and support. Our services are exclusively available to U.S. residents, and our Crescent City office is here to cater to the financial needs of our community. Please note that our U.S. financial advisors are only able to conduct business with residents of the states where they are properly registered, and not all investments and services are available in every state.
I Street, Crescent City, California 95531, United States -
Chris Driscoll
● ClosedWelcome to Chris Driscoll Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 701 5th Street, Eureka, California, we are committed to providing personalized financial solutions tailored to meet your individual or business needs. Our team of experienced professionals offers a comprehensive range of services, including financial planning, investment management, tax strategies, and retirement planning. At Chris Driscoll Financial Services, we pride ourselves on delivering exceptional service with integrity and expertise. Whether you're planning for the future, managing your wealth, or seeking guidance on financial matters, we are here to help you achieve your financial goals. Visit us today and discover how we can assist in securing a prosperous financial future for you and your family.
701 5th Street, Eureka, California 95501, United States -
Edward Jones
● OpenWelcome to Edward Jones, located at 3855 Rohnerville Road in the heart of Fortuna, California. We are dedicated to providing personalized financial services that are tailored to your unique needs and aspirations. At Edward Jones, we believe that understanding what truly matters to you is the foundation for developing financial strategies that support a life you love. Our experienced financial advisors are committed to working closely with you to identify and achieve your financial goals. Whether you're planning for retirement, saving for education, or looking to invest in your future, we offer a range of services designed to help you along your financial journey.
3855 Rohnerville Road, Fortuna, California 95540, United States -
Devra Zandell
● ClosedWelcome to Devra Zandell Real Estate, your premier choice for buying and selling homes in the South Bay area. Located at 1401 Highland Avenue, Manhattan Beach, California, we are proud to be recognized as the Best of the Beach 2023 by Easy Reader’s survey. With over 19 years of dedicated service, Devra Zandell is renowned for her positive attitude and exceptional customer service, providing personalized attention to each client. Devra's commitment to excellence is reflected in her consistent Top Producer status and the prestigious Platinum Achievement Award at RE/MAX Estate Properties. As a certified property manager by CAR and a Real Estate Collaborative Specialist in Divorce (RCS-D), she brings a wealth of expertise to every transaction. Her proactive approach ensures smooth navigation through the complexities of real estate, making her the "Neighborhood Favorite" on the NextDoor App.
1401 Highland Avenue, Manhattan Beach, California 90266, United States
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