The 30 Best Retirement wellness centers in California
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Hansen & Associates Financial Group, Inc.
Hansen & Associates Financial Group, Inc. is a finance institution located at 8880 Cal Center Drive in Sacramento, California, United States. Specializing in uncompromised financial planning and investment fund management, our team of associates and administrative staff are dedicated to providing distinctive quality and unparalleled client service. We understand that every individual has unique financial goals and objectives, which is why we tailor our strategies to help you achieve your specific lifetime goals. Our proprietary tactical management approach is designed to maximize growth in all market cycles and minimize market risk. We offer a range of services including portfolio review, wealth management for high net worth individuals, small business owners, and families, as well as benefit and succession planning. Our Adaptive Asset Allocation Strategy continually adapts to changing market conditions to maintain a consistent level of volatility. We believe in a customized approach rather than a "cookie-cutter" one, and we value the relationships we build with our clients as our greatest assets.
Merrill Lynch Financial Advisor Debra Patriquin
Merrill Lynch Financial Advisor Debra Patriquin is a top-rated finance institution located at 520 Newport Center Drive in Newport Beach, California. Merrill is proud of their team of experienced advisors who have received recognition from prestigious financial industry publications and Bank of America Corporation. With a focus on exemplary client service, the team at Merrill is committed to building strong client relationships based on trust and personalized service. The team at Merrill Lynch Wealth Management understands that life is always changing and growing more complex, which is why they offer a comprehensive approach to wealth management tailored to each client's unique situation. By working closely with clients to identify and define their financial goals, the team at Merrill helps create a financial strategy that reflects their investment style and is built around their life plan.
Edward Jones - Financial Advisor: Kelly Wood
Edward Jones - Financial Advisor: Kelly Wood is a trusted finance institution located at 1533 City Center Road in McKinleyville, California, United States. Kelly Wood is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Kelly Wood can provide personalized guidance and support to help you make informed financial decisions. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kelly Wood is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.
Raymond Carlisle - Thrivent
Raymond Carlisle - Thrivent is a finance institution located at 7011 Koll Center Parkway, Pleasanton, California, United States. They are licensed in multiple states including AZ, CA, CO, FL, ID, KS, MN, MT, NC, NV, NY, OR, TX. The institution provides financial advice and guidance through their Financial Planning Framework, and offers Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are licensed and credentialed to provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
Mission Hills Associates Thrivent Financial
Mission Hills Associates Thrivent Financial is a trusted finance and insurance agency located at 7011 Koll Center Parkway in Pleasanton, California. With a commitment to helping individuals and families achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including investment planning, retirement planning, insurance solutions, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mission Hills Associates Thrivent Financial is dedicated to providing personalized and comprehensive financial solutions tailored to your unique needs and goals. Contact us today to learn more about how we can help you secure your financial future.
Parkworth Wealth Management, Inc.
Parkworth Wealth Management, Inc. is a leading finance institution located at 100 Century Center Court in San Jose, California. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or managing your assets, Parkworth Wealth Management, Inc. is committed to delivering tailored solutions to meet your unique needs. Contact us today to learn more about how we can help you secure your financial future.
Edward Jones - Financial Advisor: Frank A Arens
Edward Jones - Financial Advisor: Frank A Arens is a reputable finance institution located at 7755 Center Avenue in Huntington Beach, California, United States. Specializing in providing personalized financial advice and services, Frank A Arens is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial products and services tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Edward Jones - Financial Advisor: Frank A Arens is committed to guiding you every step of the way towards financial success.
Edward Jones - Financial Advisor: Daniel A Stellini
Edward Jones - Financial Advisor: Daniel A Stellini is a reputable finance institution located at 250 Newport Center Drive in Newport Beach, California, United States. With a focus on providing personalized financial planning and investment services, Daniel A Stellini and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to build wealth, plan for retirement, or save for your children's education, Edward Jones - Financial Advisor: Daniel A Stellini offers tailored solutions to meet your unique needs. Trust in their expertise and experience in the financial industry to guide you towards a secure financial future.
Trusted Financial Advisors
Trusted Financial Advisors, located at 30101 Town Center Drive in Laguna Niguel, California, is a finance institution led by Certified Financial Planner® Gary Miller. With over 30 years of investment experience, the team at Trusted Financial Advisors has navigated through various market conditions and economic challenges. They offer services in Investment Management and Financial Planning, ensuring that clients have a clear and well-defined financial strategy in place. The institution provides valuable insights and advice on the latest business news and market trends, helping clients make informed investment decisions. With a focus on building trust and long-term relationships with their clients, Trusted Financial Advisors is committed to providing personalized and comprehensive financial solutions.
Daniel Henry - RBC Wealth Management Financial Advisor
Daniel Henry - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Daniel Henry provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering tailored financial solutions, Daniel Henry and his team strive to provide exceptional service and expertise to their clients. Whether you are looking to invest, plan for retirement, or manage your assets, Daniel Henry - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world and secure your financial future.
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a reputable finance institution located at 9891 Irvine Center Drive in Irvine, California, United States. With a strong focus on providing comprehensive financial services to clients, Raymond James is known for its expertise in investment management, financial planning, and wealth management. The institution boasts a team of experienced financial advisors who are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services, Inc. is committed to providing personalized solutions tailored to your unique needs.
Merrill Lynch Financial Advisor Rolando Lopez
Merrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.
Lung Wealth Advisory of Raymond James
Lung Wealth Advisory of Raymond James is a premier finance institution located at 660 Newport Center Drive in Newport Beach, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Trust Lung Wealth Advisory of Raymond James to provide expert guidance and support for all your financial needs.
Merrill Lynch Financial Advisor Ole S Nielsen
Merrill Lynch Financial Advisor Ole S Nielsen is a prestigious finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Our team of talented and experienced advisors is committed to providing exemplary client service, setting the standard for excellence in the financial industry. Our advisors have been recognized by financial industry publications and Bank of America Corporation for their exceptional client service. We are proud to have been ranked on Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists multiple times.
Merrill Lynch Financial Advisor Peter M Wernemar
Merrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.
Francis Neruda - Ameriprise Financial Services
Francis Neruda - Ameriprise Financial Services is a leading financial institution located at 8910 University Center Lane in San Diego, California. Our team of experienced professionals is dedicated to providing comprehensive financial planning and investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized guidance and support. Trust Francis Neruda - Ameriprise Financial Services to help you secure your financial future.
The Hyldahl Wealth Management Group - UBS Financial Services Inc.
The Hyldahl Wealth Management Group at UBS Financial Services Inc. is a leading financial institution located on Bernardo Center Drive in San Diego, California, United States. Specializing in wealth management, our team of experts provides personalized financial solutions to help clients achieve their financial goals. With a focus on excellence and integrity, we are dedicated to helping individuals and families navigate the complexities of the financial world and secure their financial future. Contact us today to learn more about how we can help you build and protect your wealth.
Edward Jones - Financial Advisor: Spencer M Birch, AAMS™
Edward Jones - Financial Advisor: Spencer M Birch, AAMS™ is a reputable finance institution located at 1 Civic Center Drive in San Marcos, California, United States. As a trusted financial advisor, Spencer M Birch, AAMS™ offers personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Jay Le
Merrill Lynch Financial Advisor Jay Le, located at 100 Spectrum Center Drive in Irvine, California, offers expert financial guidance and investment strategies tailored to meet the unique needs of institutions. With a team of experienced specialists, they work closely with clients to develop personalized plans that align with their goals and budget. The Behm Group, part of Bank of America's Global Institutional Consulting group, is dedicated to helping institutions manage their assets prudently and strategically. They provide a range of services, including investment consulting, fiduciary services, and employee education, to help clients achieve their financial objectives. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Jay Le is committed to helping institutions navigate today's evolving market landscape.
Merrill Lynch Financial Advisor Greg J. Nugent
Merrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.
Vista Del Monte Fitness & Aqtc
Vista Del Monte Fitness & Aquatic Center, located at 3775 Modoc Road in Santa Barbara, California, is a health institution dedicated to promoting health, wellness, and wellbeing to its residents and the Santa Barbara community. The center features a state-of-the-art fitness center with equipment designed for older adults, an indoor walk-in heated pool, therapy spa, and personal trainers available for assistance. Licensed physical therapists from Rehab Alliance are also available for aquatic physical therapy services by appointment. The center emphasizes improving strength, balance, coordination, and cardiovascular fitness for participants at all levels of ability. Whether you are looking to achieve your fitness goals, make new friendships, or just have fun, the Vista Del Monte Fitness & Aquatic Center offers a welcoming and supportive community environment. The center is closed on major holidays but is open to individuals looking to improve their vitality, strength, and balance through personalized wellness programs.
Greg Herrman, CPA
Greg Herrman, CPA is a next-generation accounting firm located at 16496 Bernardo Center Drive in San Diego, California. Specializing in accounting and finance services, we cater to the next generation of individual and small business tax clients. Our services are designed to provide maximum convenience and flexibility for today's business owners, allowing them to access and manage their financial documents securely from anywhere. At Herrman and Associates, we offer full-service tax and accounting solutions that go beyond the basics to support the success of your small business. Our team of professionals works closely with you to create a personalized service package that meets your specific business needs. We also incorporate the latest technologies into our client services, providing real-time access to your financial documents and QuickBooks software through secure web portals.
H&R Block
H&R Block is a well-established accounting and finance institution located at 5658 Mission Center Road in San Diego, California, United States. With a reputation for providing expert tax preparation and financial services, H&R Block is a trusted resource for individuals and businesses seeking professional assistance with their financial needs. Whether you are looking for help with tax planning, bookkeeping, or investment strategies, the knowledgeable team at H&R Block is dedicated to helping you achieve your financial goals.
Scott McEwan - Morgan Stanley
Scott McEwan - Morgan Stanley is a well-established finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to individuals and businesses. The team at Scott McEwan - Morgan Stanley is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Scott McEwan - Morgan Stanley is here to provide you with the guidance and support you need.
Bay Federal Credit Union
Welcome to Bay Federal Credit Union, your trusted financial partner located in the heart of Aptos, California. Situated at 48 Rancho Del Mar Shopping Center, our branch is dedicated to providing exceptional financial services to the local community. As a member-owned financial cooperative, we prioritize your financial well-being and are committed to helping you achieve your financial goals. At Bay Federal Credit Union, we offer a comprehensive range of financial products and services tailored to meet your unique needs. Whether you're looking for a reliable checking or savings account, competitive loan options, or expert financial advice, our friendly and knowledgeable team is here to assist you every step of the way.
Northwest Insurance Inc
Welcome to Northwest Insurance Inc., your trusted partner in securing a brighter financial future. Conveniently located at 1000 Business Center Circle, Thousand Oaks, California, we proudly serve the local community with a comprehensive range of services tailored to meet your financial needs. As a leading insurance agency, we specialize in offering personalized insurance solutions that protect what matters most to you. Whether you’re looking for home, auto, life, or business insurance, our experienced team is dedicated to providing you with peace of mind through coverage that fits your lifestyle and budget.
Broad Street Village
Broad Street Village is a charming and welcoming institution located at 3594 Broad Street in San Luis Obispo, California. Our village offers a range of services and amenities designed to cater to the needs of our residents, including comfortable living spaces, recreational activities, and a sense of community. Our prime location in the heart of San Luis Obispo allows residents to easily access nearby shops, restaurants, and attractions. Come experience the warmth and hospitality of Broad Street Village.
1 Stop Smog & Repair
1 Stop Smog & Repair is a car repair institution located at 13142 Goldenwest Street in Westminster, California, United States. They offer a range of resources, regulations, and services related to smog checks, including information on how to pass the test, California's smog check laws, and free coupons for smog checks. They also provide services such as free diagnosis of smog test results, visual inspections, and assistance with vehicle retirement and buy back programs. Customers can also get answers to their smog check questions and find out when a smog test is needed. The institution is equipped to handle Gross Polluter vehicles and offers tips on passing the emissions test. Additionally, they provide information on different types of smog test centers and waivers, as well as access to the best smog check coupons from local certified stations.
Renee Hyde - State Farm Insurance Agent
Renee Hyde - State Farm Insurance Agent is a dedicated insurance agency located at 9082 Windsor Road, Windsor, California, United States. Since 2002, Renee Hyde and her team have been committed to helping individuals protect their loved ones, vehicles, homes, and valuables, as well as achieve their financial goals. They prioritize delivering top-notch customer service and building lifelong relationships with their valued clients. The agency takes a holistic approach to insurance and financial services, ensuring that each client receives customized options that suit their lifestyle and needs. Renee Hyde is actively involved in supporting local businesses in Windsor and Sonoma County, as well as giving back to the community through various organizations and events.
RCU Insurance Services
RCU Insurance Services is a reputable insurance agency located at 1205 North Dutton Avenue in Santa Rosa, California, United States. Our goal is to provide quality insurance that meets your specific needs and budget. As an extension of Redwood Credit Union (RCU), we strive to always do what is right for our clients. With access to over 13 preferred carriers and many hard-to-place carriers, RCU Insurance Services can help you find the best coverage for the best value. Our dedicated agents do not charge brokerage fees and are always available to assist you when you need it most.
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