Risk insurance in California
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Principal Financial Group
● OpenPrincipal Financial Group is a finance institution located at 101 East Chapman Avenue, Placentia, California, United States. At Principal Financial Group, you can discover how insurance can help protect what matters most to you. Whether you're looking to download tax forms, get your top financial questions answered, or dedicate part of your paycheck to big goals like retirement or education, we are here to help. As the presenting sponsor of the women's and men's John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. With a focus on protecting your life and wages, investing for the long term, and meeting your money goals with a partner in your area, Principal Financial Group is dedicated to helping you achieve financial security. Please refer to the Form ADV for Principal Advised Services, LLC and other applicable disclosures and agreements for important information about our services, fees, and related conflicts of interest. Remember that all investments have inherent risks, and investing in Principal SimpleInvest portfolios does not guarantee profit or protect against loss. Contact us today to start planning for your financial future with confidence.
101 E Chapman Ave, Placentia, CA 92870, United States -
Winn Financial Management
● OpenWinn Financial Management is a leading accounting and finance institution located at 6395 Westminster Boulevard, Westminster, California, United States. Our consultation services are always in sync with your strategy, offering a one-stop solution for all your financial needs. Whether you're an individual or a business, we provide comprehensive services to help you achieve and maximize your financial goals. Put your tax worries behind you with our professional help and invest in the power of tax services to enjoy the benefits of financial stability. Taxes can be daunting and confusing, but with the right tax services in place, you can take control of your financial future, avoid costly mistakes, and reduce the risk of audits.
6395 Westminster Blvd., Westminster, CA 92683, United States -
DSI Financial Group
● OpenDSI Financial Group is a leading finance institution located at 861 South Oak Park Road in Covina, California, United States. With a strong focus on providing top-notch financial services, DSI Financial Group offers a wide range of solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced professionals at DSI Financial Group are here to help. Trustworthy, reliable, and committed to excellence, DSI Financial Group is the go-to destination for all your financial needs.
861 S Oak Park Rd, Covina, CA 91724, United States -
Align Wealth Advisors
● OpenAlign Wealth Advisors is a finance institution located at 24031 El Toro Road in Laguna Hills, California. Our team of financial advisors is dedicated to helping you plan not just your finances, but your entire life. Whether you are a young family just starting out, a professional looking towards retirement, or someone ready to enjoy their golden years, we are here to assist you every step of the way. We understand the importance of creating a financial plan early on to help you achieve your goals. From retirement planning to tax considerations, risk analysis, and insurance strategies, we work with you to develop a personalized approach that fits your lifestyle and aspirations.
24031 El Toro Rd Ste 210, Laguna Hills, CA 92653, United States -
Majestic Financial Group
● OpenMajestic Financial Group is a reputable institution located at 500 North State College Boulevard in Orange, California, United States. Specializing in finance, health, and insurance services, Majestic Financial Group is dedicated to providing top-notch financial solutions and insurance products to its clients. With a team of experienced professionals, the institution offers personalized services to meet the unique needs of each individual or business. Whether you are looking for financial planning, health insurance, or risk management solutions, Majestic Financial Group is here to help you achieve your goals and secure your future.
500 N State College Blvd Suite #1100, Orange, CA 92868, United States -
World Financial Group Inc
● OpenWorld Financial Group Inc is a renowned financial institution located at 1835 West Orangewood Avenue in Orange, California, United States. Specializing in finance, World Financial Group Inc offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Financial Group Inc is dedicated to providing top-notch financial advice and solutions to its clients. Whether you are looking for investment opportunities, retirement planning, insurance coverage, or wealth management, World Financial Group Inc is here to help you navigate the complex world of finance and secure your financial future.
1835 W Orangewood Ave, Orange, CA 92868, United States -
Financial Designs Corporation
● OpenFinancial Designs Corporation is a finance institution located at 540 West Baseline Road in Claremont, California, United States. Our team of highly qualified advisors is dedicated to providing customized financial strategies designed just for you. We understand the unique challenges facing employees in the energy industry, and we have experience helping SCE and SoCalGas employees navigate their finances with confidence. Whether you're already retired or planning for the future, our Retirement Blueprint will address all your financial needs, from qualified plan distributions to Social Security claiming decisions. Our service-oriented process will help you reach your goals in just 3 easy steps. As a family-run firm with decades of experience, we pride ourselves on our cohesive, competent, and customized approach to financial planning and active investment management. Contact us today to learn more about how we can help you pursue your unique financial goals. Securities offered through Financial Designs Corporation, an SEC Registered Investment Advisor. Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Investing involves risk, including the potential loss of principal. Contact us today to learn more about our personalized financial strategies.
540 W Baseline Rd Suite #10, Claremont, CA 91711, United States -
Balancing Life Financial Planning
● OpenBalancing Life Financial Planning, located at 900 East Katella Avenue in Orange, California, is dedicated to making financial planning simple for every stage of your life and your family's lives. Our experienced team of financial guides will work with you to create a personalized financial plan tailored to your unique circumstances, goals, values, risk tolerance, and time frame. We offer two ongoing engagement service packages - Quick Start Wealth Management and Comprehensive Wealth Management, both of which include investment management. Our services include reviewing your goals and objectives to ensure you are on track, as well as providing proactive service to help you reach those goals.
900 E Katella Ave Suite B, Orange, CA 92867, United States -
Merrill Lynch Financial Advisor Ernest F Martinez
● OpenMerrill Lynch Financial Advisor Ernest F Martinez, located at 28202 Cabot Road, Laguna Niguel, California, United States, is a finance institution dedicated to helping clients prioritize and pursue their financial goals. With a focus on relationships, trust, and experience, the team at Merrill Lynch strives to provide personalized advice and integrated financial solutions. Senior Vice President and Senior Financial Advisor Ernest Martinez has been in the industry since 1991 and is qualified to manage clients' portfolios with a customized approach to Wealth Management. By offering Retirement Planning, Wealth Transfer, Insurance, and Lending services, the institution aims to build a solid financial foundation for its clients. With a commitment to understanding clients' needs and aspirations, the team at Merrill Lynch works to design and implement personalized plans to help clients achieve their financial objectives while managing investment risk. Through ongoing communication and adjustments to financial approaches, Merrill Lynch strives to help clients stay on track and adapt to changes in their lives and the market. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Ernest F Martinez is dedicated to helping clients live their best financial lives.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Strivent Financial
● OpenStrivent Financial is a leading finance institution located at 27201 Puerta Real in Mission Viejo, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your assets, Strivent Financial is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
27201 Puerta Real Suite 300, Mission Viejo, CA 92691, United States -
Romero Wealth Management, Inc.
● OpenRomero Wealth Management, Inc. is a prestigious finance, health, and insurance agency located at 2520 North Santiago Boulevard in Orange, California, United States. Recognized as one of Forbes Best-In-State Wealth Advisors from 2018 to 2022, Daniel Romero, CFP®, has also been acknowledged as a top wealth advisor by Forbes and LPL Financial. Additionally, he has been recognized by the Financial Times as a top retirement plan advisor and is certified by the Centre for Fiduciary Excellence, LLC (CEFEX). At Romero Wealth Management, Inc., we prioritize understanding our clients to create tailored investment portfolios based on their needs and risk tolerance. Our holistic approach to personal wealth management allows us to identify how different components interact and address any threats to overall financial wellness. We specialize in helping plan sponsors navigate the complexities of 401(k) plan administration and ensure compliance.
2520 N Santiago Blvd, Orange, CA 92867, United States -
Osaic Wealth
● OpenOsaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
3070 Bristol St #500, Costa Mesa, CA 92626, United States -
Susan D. Marshall | CLU , ChFC
● OpenSusan D. Marshall | CLU , ChFC is a finance, health, and insurance agency located in Laguna Niguel, California, United States. If you want to live life on your terms, both before and during retirement, this is the place to be. With expert financial guidance, you can make your dreams a reality. Whether you need help with asset allocation, investment management, risk reduction, tax planning, long-term care, or creating multiple income streams, Susan D. Marshall has got you covered. As an Investment Advisor Representative and Life/Health Agent, Susan provides comprehensive financial strategies for retirement, health, and life insurance options. She specializes in helping business owners, families, and women achieve financial independence and security. With over 1,000 clients served, Susan has the experience and knowledge to guide you towards a secure financial future. "Protecting Your Future with Tax-Free Long-Term Care" is a top priority at this institution, addressing the concerns of many individuals over 50. Learn about paying for long-term care expenses without draining your finances and why you shouldn't rely solely on Medicare or Medicaid. Charisa French and Lea Ann, with their expertise and experience, are valuable assets to the team, ensuring meticulous attention to detail and effective marketing strategies.
30100 Town Center Drive O-192, Laguna Niguel, CA 92677, United States -
Guardian Financial Partners
● OpenGuardian Financial Partners, located in Orange, California, is a finance institution dedicated to serving as your personal fiduciary. With a focus on your interests, well-being, and success, our founding partners strive to provide top-notch advisory services to clients. As a Registered Investment Adviser, we ensure that our representatives are properly licensed to offer the best financial advice. Our team of experts at Guardian Financial Partners manages clients' accounts using a variety of investment techniques and strategies to help them achieve their financial goals. While past performance is not indicative of future results, we work diligently to minimize risk and maximize returns for our clients. For more information about our services, fees, and background, please refer to our Form ADV and Form CRS documents. Trust Guardian Financial Partners to be your trusted partner in financial success.
635 E Chapman Ave, Orange, CA 92866, United States -
MILES Financial Group
● OpenMILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.
3633 Inland Empire Blvd Ste 650, Ontario, CA 91764, United States -
Royal Financial
● OpenRoyal Financial is a prestigious finance institution located in Newport Beach, California. Situated at 20101 Southwest Birch Street, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Royal Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Royal Financial is committed to helping you achieve your financial goals. Trust in Royal Financial for all your financial needs and experience the royal treatment you deserve.
20101 SW Birch St suite 130-d, Newport Beach, CA 92660, United States -
Schneyer Financial Services
● OpenSchneyer Financial Services is a trusted institution located at 24422 Avenida De La Carlota, Laguna Hills, California, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, investment strategies, or legal advice, our experienced professionals are here to assist you every step of the way. Contact us today to learn more about how Schneyer Financial Services can help you achieve your financial goals.
24422 Avenida De La Carlota, Laguna Hills, CA 92653, United States -
Clearview Wealth Management, LLC
● OpenClearview Wealth Management, LLC is a full-service Wealth Management Firm located in Irvine, California. Our team of experienced CERTIFIED FINANCIAL PLANNER TM professionals is dedicated to making a difference in the lives of our clients by providing exceptional financial and investment planning services. We offer independent and ongoing financial advice, customized investment management strategies, tax planning, and insurance solutions to help clients maximize their resources and achieve their life goals. As a registered investment adviser, we are committed to helping our clients navigate the complexities of wealth management and retirement planning. Visit us at 4 Venture, Irvine, California to learn more about how we can help you secure your financial future.
4 Venture suite 120, Irvine, CA 92618, United States -
Boatright Capital Management
● OpenBoatright Capital Management is a leading finance and insurance agency located at 1420 East Chapman Avenue in Orange, California, United States. With a strong reputation for providing exceptional financial services, Boatright Capital Management offers expert investment advice, risk management solutions, and insurance products to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized and tailored financial strategies to meet the unique needs of each client. Trust Boatright Capital Management to navigate the complexities of the financial world and secure your financial future.
1420 E Chapman Ave, Orange, CA 92866, United States -
Bright Wealth Advisors
● OpenBright Wealth Advisors is a finance institution located at 400 Spectrum Center Drive in Irvine, California, United States. Our mission is to help our clients live their ideal lifestyle, no matter their age or stage in life. With over 15 years of experience in helping clients navigate retirement, our team of financial professionals puts your needs first. As an independent firm, we have access to a wide selection of financial tools tailored to your unique retirement plan. Through our Lasting Wealth Blueprint, we work with you to create a solid foundation for your retirement, addressing potential risks along the way. We track your progress and meet with you regularly to ensure you stay on track. Bright Wealth Advisors is a registered investment advisor, offering advisory services to clients where we are properly licensed. We do not provide legal, accounting, or tax advice, but work with individuals to create retirement strategies using a variety of investment and insurance products. Investing involves risk, and none of the information on our website constitutes an offer to buy or sell securities. We are here to help you build a secure financial future, every step of the way.
400 Spectrum Center Dr Floor 19, Irvine, CA 92618, United States -
KEI Financial
● OpenKEI Financial is a finance institution located in Corona, California, United States. We offer a wide range of financial products for all types of investors, specializing in setting up retirement plans in both the private and public sectors. With the ability to work with over 100 different mutual fund families and 50 insurance companies, we can customize your portfolio to meet your specific needs. Our team provides knowledgeable, ethical, and independent service to all clients, regardless of size. We focus on designing portfolios based on risk tolerance and offer a variety of investment choices. Securities are offered through Securities America, Inc., and advisory services through Securities America Advisors, Inc. We are dedicated to providing unbiased advice and are not tied to any specific mutual fund family or insurance company. Visit our website to access calculators, watch videos, and learn more about our services. Please note that this site is intended for residents of the United States and is for informational purposes only.
Corona, CA 92877, United States -
Tober Financial
● OpenTober Financial is a reputable finance institution located at 635 Camino De Los Mares in San Clemente, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Tober Financial is here to help. With a focus on personalized service and a commitment to helping our clients achieve their financial goals, you can trust Tober Financial to provide you with the expertise and guidance you need. Contact us today to learn more about how we can help you secure your financial future.
635 Camino De Los Mares STE 203, San Clemente, CA 92673, United States -
Tuttle Ventures
● OpenTuttle Ventures, located at 434 North Main Street in Corona, California, is a finance institution that offers a comprehensive approach to financial planning. They provide services in areas such as savings, insurance, taxes, retirement, and income planning to help clients achieve their personal financial goals. The institution creates personalized investment strategies that are tailored to each client's specific financial goals, risk tolerance, and preferences. Tuttle Ventures LLC is a Registered Investment Adviser, offering advisory services to clients where they are properly licensed or exempt from licensure. Their website is for informational purposes only, and past performance is not indicative of future returns. Investing involves risk, and no advice can be given without a client service agreement in place.
434 N Main St Suite 109, Corona, CA 92878, United States -
Merrill Lynch Financial Advisor Clarissa M Schnabel
● OpenMerrill Lynch Financial Advisor Clarissa M Schnabel, located at 901 Via Piemonte, Ontario, California, United States, is a finance institution that offers a wide range of brokerage, investment advisory, and other financial services. With over 15,000 Merrill Lynch Financial Advisors spread across all 50 states, the District of Columbia, and several US territories, clients can rely on expert guidance to help achieve their financial goals. It is important to note that investing involves risk, and Merrill Lynch does not provide legal, tax, or accounting advice. Clients are encouraged to consult their own advisors before making any financial decisions. Services offered include asset allocation, diversification, and rebalancing, although they do not guarantee a profit or protect against loss in declining markets. Additionally, insurance, annuity products, trust, and fiduciary services are provided through affiliated companies of Bank of America Corporation. Merrill Lynch also offers a variety of certifications and designations for their advisors, ensuring clients receive expert advice tailored to their individual needs. With a focus on providing personalized and comprehensive financial solutions, Merrill Lynch Financial Advisor Clarissa M Schnabel is dedicated to helping clients navigate the complexities of the financial world.
901 Via Piemonte, Ontario, CA 91764, United States -
Merrill Lynch Financial Advisor Raymond L. Hebert
● OpenMerrill Lynch Financial Advisor Raymond L. Hebert is a finance institution located at 901 Via Piemonte, Ontario, California, United States. As your Merrill advisor, Raymond provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With over 20 years of experience, Raymond specializes in developing strategies for high-net-worth individuals, families, and businesses to help them achieve their short and long-term financial goals. He holds Series 7 and 66 FINRA Registrations, a State of California Life & Health Insurance License, and the Chartered Financial Consultant, ChFC designation from The American College of Financial Services. Raymond's mission is to understand your unique needs and priorities to help you create a financial approach that reflects your personality and goals. Whether you are planning for retirement, education funding, tax minimization, or wealth preservation, Raymond is dedicated to helping you pursue financial success. Contact Raymond L. Hebert for personalized investment strategies and comprehensive financial solutions to help you achieve your goals.
901 Via Piemonte, Ontario, CA 91764, United States -
Mountain Peak Financial, Inc.
● OpenMountain Peak Financial, Inc. is a finance institution located at 1901 Orange Tree Lane, Redlands, California, United States. Since 1992, Charles Ragonese and his team have been assisting pre-retirees and retirees in achieving their retirement goals through the use of insurance and investment products. At Mountain Peak Financial, Inc., we strive to understand the big picture of our clients' financial situations, their concerns, and goals for retirement. We work closely with our clients to develop customized financial strategies for their long-term goals, aiming to be their trusted lifetime advisor. Our services include investment advisory products and insurance products, all aimed at helping clients achieve financial confidence for their futures. Please note that investing involves risk and individuals should consult with a qualified professional before making any purchasing decisions.
1901 Orange Tree Ln #260, Redlands, CA 92374, United States -
Duane Johnson Group-Financial
● OpenDuane Johnson Group-Financial, located at 27420 Jefferson Avenue in Temecula, California, is a finance institution dedicated to helping individuals meet their financial needs. Their main focus is on assisting clients in planning for their ideal retirement. By utilizing The Bridger Way, they assess each client's current financial situation and create a customized strategy to help them reach their retirement goals. The institution offers informational seminars on retirement income strategies and wealth management, as well as proactive tax planning. They provide a 12-page instant download guide to taxes and planning for proactive financial decisions.
27420 Jefferson Ave #104-A, Temecula, CA 92590, United States -
Capital Growth Inc. Wealth Management
● OpenCapital Growth Inc. Wealth Management is a trusted institution located at 12680 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we believe in helping individuals feel confident and secure in their financial situations. Our team works with you to create a customized financial plan that fits your needs and motivations, preparing you for a secure future. We assess your risk tolerance, desired outcomes, and tax situation to create an unbiased and diversified investment strategy that will serve you long term. Our goal is to help you achieve financial independence and meet your long-term financial goals. We also provide retirement funding and planning services to ensure a sustainable and secure retirement.
12680 High Bluff Dr, San Diego, CA 92130, United States -
Merrill Lynch Financial Advisor Brad Castillo
● OpenMerrill Lynch Financial Advisor Brad Castillo is a Senior Financial Advisor and Vice President located in La Jolla, California. He is dedicated to providing comprehensive financial guidance to clients, helping them navigate all aspects of their financial lives. Brad uses a goals-based planning approach to create a roadmap tailored to each client's unique financial goals, focusing on wealth accumulation, preservation, and transfer. With a background as a Naval Officer and extensive experience in financial services, Brad is committed to delivering outstanding guidance and service to his clients. He offers strategies in investment and risk management, tax minimization, asset preservation, insurance, estate planning, and more. Brad believes in building strong, ongoing relationships with his clients and their families, ensuring a positive client experience. He is passionate about nature and portrait photography, as well as fitness and outdoor activities. Brad and his wife Tamara reside in San Diego with their children. Visit Merrill Lynch Financial Advisor Brad Castillo at 7825 Fay Avenue, San Diego, California for personalized financial planning and wealth management services. *Merrill Lynch Life Agency's California License Number 0522776.
7825 Fay Ave Suite 300, La Jolla, CA 92037, United States -
JPS Financial Services Inc.
● OpenJPS Financial Services Inc. is a finance institution located at 1075 Rosecrans Street, San Diego, California, United States. Founded by Jason P. Santos, the President & Founder, JPS Financial Services aims to understand and meet your financial needs, wants, and long-term goals. With a unique approach that challenges conventional wisdom, we provide wealth management guidance tailored to your specific needs, whether you are just starting to accumulate wealth or have significant financial assets to manage. Schedule a complimentary consultation today to explore how we can help you achieve your financial goals. Securities and advisory services are offered through Centaurus Financial, Inc., a Registered Investment Advisor. Please note that this is not an offer to sell securities, and suitability will be determined after proper delivery of a prospectus. JPS Financial Services and Centaurus Financial Inc. are not affiliated. Visit our website to watch informative videos and learn more about our services.
1075 Rosecrans St, San Diego, CA 92106, United States
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