Risk management in Brea, CA
30 results found
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Professional Risk & Asset Management
● ClosedProfessional Risk & Asset Management is a leading finance and insurance agency located at 711 East Imperial Highway in Brea, California, United States. With a team of experienced professionals, they specialize in providing expert risk management and asset protection services to individuals and businesses. Whether you are looking to safeguard your investments or secure your financial future, Professional Risk & Asset Management offers tailored solutions to meet your specific needs. Trust in their expertise to help you navigate the complex world of finance and insurance with confidence and peace of mind.
711 E Imperial Hwy #100, Brea, CA 92821, United States -
Cindy Havenhill Wealth & Risk Managment
● ClosedCindy Havenhill Wealth & Risk Management, located at 1 Pointe Drive in Brea, California, is a finance institution dedicated to helping clients achieve their financial goals and secure their future. We believe in building genuine relationships with our clients and providing personalized solutions tailored to their unique needs and aspirations. Our services range from legacy investing and retirement planning to risk management and lifestyle planning. With over 25 years of expertise, Cindy Havenhill is committed to guiding individuals, couples, and families towards financial success. As an independent firm, we offer non-proprietary investment choices to ensure that our advice is always in the best interest of our clients. Start planning your financial dreams with us today and let us help you turn your vision into reality. Please note that our services are available to residents of select states only. Contact us to learn more about how we can help you achieve financial freedom and success.
1 Pointe Dr Suite 240, Brea, CA 92821, United States -
Merrill Lynch Wealth Management
● ClosedWelcome to Merrill Lynch Wealth Management in Brea, California. Our financial advisors work with a personalized, strategic planning system that recognizes the uniqueness of each client. Located at 145 South State College Boulevard, Suite 300/350, our advisors offer years of combined wealth management knowledge and experience to assist with retirement income planning, concentrated stock positions, and traditional investments. We also provide access to Bank of America's estate planning services and collaborate with outside professionals such as accountants and tax attorneys. At Merrill Lynch, we are committed to client service and satisfaction, helping clients identify their personal and professional goals to create financial strategies that align with their long-term objectives. Our advisors utilize industry analysts and specialists to fully understand each client's financial situation and collaborate on personalized financial approaches.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Michael Chien - State Farm Insurance Agent
● ClosedMichael Chien - State Farm Insurance Agent is a trusted insurance agency located at 318 1/2 South La Brea Avenue in Los Angeles, California. Specializing in Auto Insurance and Life Insurance, we are dedicated to helping our customers protect what matters most. Our office is conveniently located next to Yogurt Land on the corner of La Brea and 3rd St. Since 2008, we have been committed to providing quality service and building relationships with our clients. We offer a range of insurance options including Auto Insurance, Home Insurance, Business Insurance, and Life Insurance in Arizona and Oregon. Our team takes the time to discuss the importance of proper coverage with each individual and work together to find a personalized solution. As a State Farm Agent, we uphold the company's mission to help people manage everyday risks, recover from unexpected events, and achieve their dreams. Contact us today for expert insurance advice and personalized plans that suit your needs.
318 1/2 S La Brea Ave #2, Los Angeles, CA 90036, United States -
Paulette Maldonado - State Farm Insurance Agent
● ClosedPaulette Maldonado - State Farm Insurance Agent is a trusted insurance agency located at 4825 Valley View Avenue in Yorba Linda, California. With over 40 years of experience, Paulette and her team are dedicated to helping policyholders manage everyday risks and achieve their dreams. They offer a range of insurance products and services including Auto, Home, Life, Workers Compensation, Business, and California Notary Public Services. The office serves the surrounding areas of Yorba Linda, Anaheim, Placentia, Brea, Corona, La Habra, La Mirada, Orange, and Fullerton. Whether you are a small business owner looking to mitigate risks or a homeowner interested in earthquake insurance, Paulette Maldonado and her team are here to provide expert guidance and support. Contact them today for personalized insurance solutions tailored to your needs.
4825 Valley View Ave ste b, Yorba Linda, CA 92886, United States -
Lisa Brown - State Farm Insurance Agent
● ClosedLisa Brown - State Farm Insurance Agent is a trusted insurance agency located at 1247 South La Brea Avenue in Los Angeles, California. Our office is conveniently situated north of San Vicente, next door to McDonalds, with free on-site parking available. Serving the Greater Los Angeles area since 2000, Lisa Brown is a dedicated member of the Beverly Hills Chamber of Commerce and volunteers for Food on Foot, a non-profit organization helping unhoused and low-income neighbors in Los Angeles. At our office, we are passionate about animals and can assist you with pet insurance for your furry companions. Lisa Brown and her experienced team are committed to providing stellar service and personalized insurance solutions, including auto, home, life, renters, and health insurance. Our mission is to protect our customers and help them manage their risk, realize their dreams, and create a legacy.
1247 S La Brea Ave, Los Angeles, CA 90019, United States -
Diane Viadero - State Farm Insurance Agent
● ClosedDiane Viadero - State Farm Insurance Agent is a local insurance agency located at 765 East Birch Street in Brea, California. With a passion for helping people, Diane Viadero is a State Farm agent who has been serving the community since 2000. She has a team of licensed professionals who are dedicated to providing excellent service to policyholders. Diane has a background in risk management and holds various designations, including CLU and CHfc from the American College. At Diane Viadero - State Farm Insurance Agent, you can expect personalized service and a focus on protecting you from everyday risks. The office is known for its exceptional customer service and beautiful decor. Diane specializes in serving small business owners and offers a range of insurance services, including auto, home, life, condo, renters, and business insurance.
765 E Birch St #201, Brea, CA 92821, United States -
Assurixs Insurance Services, Inc.
● ClosedAssurixs Insurance Services, Inc. is a health insurance agency located at 3333 South Brea Canyon Road in Diamond Bar, California. Our goal is to serve as a trusted insurance broker for our clients, offering the best coverage options, competitive rates, and working with top-rated insurance companies. Our team of professionals is dedicated to providing excellent service and ensuring our clients have the protection they need.
3333 S Brea Canyon Rd STE 116, Diamond Bar, CA 91765, United States -
Radius Insurance Services
● ClosedRadius Insurance Services is a reputable insurance agency located at 135 South State College Boulevard in Brea, California. Our dedicated team of professionals is committed to providing top-notch insurance solutions to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the coverage that best fits your needs. With our personalized service and competitive rates, you can trust Radius Insurance Services to protect what matters most to you. Contact us today to learn more about our services and how we can assist you with all your insurance needs.
135 S State College Blvd #200, Brea, CA 92821, United States -
Tom Nunez - State Farm Insurance Agent
● ClosedTom Nunez - State Farm Insurance Agent is located at 690 South Brea Boulevard in Brea, California. As an insurance agency, we specialize in providing our customers with the right auto insurance coverage to ensure their safety on the road. With over three decades of experience, our team is dedicated to serving the community and helping individuals and families protect their assets. Our founder, Tom Nunez, is a California State University, Long Beach graduate with a Bachelor of Arts degree. Born and raised in California, Tom has a deep connection to his home state and has been a State Farm Agent since 1992. He holds the prestigious designation of Chartered Property Casualty Underwriter (CPCU) and has received numerous awards for his exceptional service.
690 S Brea Blvd, Brea, CA 92821, United States -
Jim Caballero - State Farm Insurance Agent
● ClosedJim Caballero - State Farm Insurance Agent is a reputable insurance agency located at 111 South Kraemer Boulevard in Brea, California, United States. Jim Caballero, the owner of the agency, holds both a B.A. and M.A. in Philosophy from Cal State University, Los Angeles. With over 28 years of marriage and two sons, Jim is not only a successful insurance agent but also a dedicated family man. He has received numerous awards for his outstanding achievements in the insurance industry, including the Circle of Excellence Award for Community Involvement. In addition to his professional accomplishments, Jim is an avid fisherman, licensed captain with the USCG, and enjoys playing the guitar. His agency is fluent in both English and Spanish, and licensed to offer insurance in California and Arizona. They provide a range of services including workplace fire safety tips, moving tips, and DIY auto maintenance tips.
111 S Kraemer Blvd a, Brea, CA 92821, United States -
John Galea - State Farm Insurance Agent
● ClosedJohn Galea - State Farm Insurance Agent is an insurance agency located at 1102 East Chapman Avenue in Fullerton, California. Our agency offers a range of insurance services including Home and Renter's Insurance, Business Insurance, Auto Insurance, Life Insurance, and Health Insurance. We are conveniently located one block west of Raymond Ave., directly across from Raymond Elementary School. Our team is dedicated to providing excellent service to our clients in Fullerton, Anaheim, Brea, Yorba Linda, Placentia, and other areas in Orange County. Our agency is led by John Galea, a California State University-Fullerton graduate with over 20 years of experience in the insurance industry. John is a Chartered Life Underwriter and a Chartered Financial Consultant, committed to helping clients manage the risks of everyday life. With a focus on customer service and community involvement, our agency strives to provide personalized and caring assistance to all of our clients.
1102 E Chapman Ave, Fullerton, CA 92831, United States -
Luz Thompson - State Farm Insurance Agent
● ClosedLuz Thompson - State Farm Insurance Agent is a trusted insurance agency located at 535 South Brea Boulevard, Brea, California. Our team is dedicated to serving all your insurance needs, from auto to life insurance. While auto online quoting is not available, you can contact us by phone, text, or visit us in person to receive your personalized price plan. We can help you prepare for the arrival of a new baby, prioritize your financial goals, and provide tips for DIY auto maintenance to save on repair costs. For your security, please refrain from sharing sensitive personal information online. If you encounter any difficulties with our website, please call us at (714) 674-0092. Securities are distributed by State Farm VP Management Corp, and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under a license from Visa U.S.A. Inc. Remember that investing involves risk, and it's best to consult a tax or legal advisor for personalized advice. Let Luz Thompson - State Farm Insurance Agent help you protect what matters most.
535 S Brea Blvd, Brea, CA 92821, United States -
Peggy Langin - State Farm Insurance Agent
● ClosedPeggy Langin - State Farm Insurance Agent is a trusted insurance agency located at 21671 Gateway Center Drive in Diamond Bar, California, United States. Our dedicated team is committed to serving all your financial and insurance needs. Whether you need personal or commercial auto and property insurance, business policies, life insurance, or needs analysis, we are here to help. As a first-generation immigrant and a mom of three, I understand the importance of protecting your loved ones and assets. Our office is a resource for newcomers and we offer services in Mandarin Chinese as well as English. We also provide employment practice liability insurance and errors and omission policies for small business owners.
21671 Gateway Center Dr Ste 102, Diamond Bar, CA 91765, United States -
Living Stone Insurance Services Inc.
● ClosedLiving Stone Insurance Services Inc. is a reputable insurance agency located at 1930 South Brea Canyon Road in Diamond Bar, California. Our team of experienced professionals is dedicated to providing top-notch insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the perfect coverage at the best rates. Trust Living Stone Insurance Services Inc. to protect what matters most to you.
1930 S Brea Canyon Rd #115, Diamond Bar, CA 91765, United States -
Prudential | Armie Bailey | Life Insurance & Financial Services
● OpenPrudential | Armie Bailey | Life Insurance & Financial Services is a trusted institution located at 1 Pointe Drive, Brea, California, United States. Specializing in finance, health, and insurance services, they offer a wide range of products to help individuals and families secure their financial future. With a focus on providing personalized and comprehensive solutions, Prudential | Armie Bailey is committed to helping clients achieve their financial goals and protect their loved ones. Contact them today to learn more about their services and how they can help you plan for a secure future.
1 Pointe Dr, Brea, CA 92821, United States -
Zakir Gunja - Prudential Financial
● ClosedZakir Gunja - Prudential Financial is a reputable finance and insurance agency located at Three Pointe Drive in Brea, California, United States. With a focus on providing top-notch financial services and insurance products, Zakir Gunja - Prudential Financial is dedicated to helping clients achieve their financial goals and protect their assets. Their team of knowledgeable professionals is committed to delivering personalized solutions tailored to each individual's unique needs. Whether you are looking for retirement planning, investment advice, or insurance coverage, Zakir Gunja - Prudential Financial is here to guide you every step of the way. Visit their office in Brea today to start securing your financial future.
Three Pointe Dr Suite 105, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Eric Yean
● ClosedMerrill Lynch Financial Advisor Eric Yean, located at 145 South State College Boulevard in Brea, California, is a trusted institution specializing in finance. With a focus on managing your wealth and understanding your financial goals, Eric Yean offers personalized wealth management strategies tailored to your needs. Supported by the global resources of Merrill Lynch, Eric and his team are dedicated to building strong client relationships based on trust and personalized service. By participating in the community and volunteering with local organizations, Eric Yean embodies the Merrill tradition of giving back. Through Merrill Personal Wealth Analysis™, Eric can help create a personalized plan centered on your goals and aspirations. By utilizing the Investment Personality Assessment, Eric gains a deeper understanding of your investing preferences to customize and refine your financial approach.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Bright Advisers, LLC
● ClosedBright Advisers, LLC is a finance institution located at 135 South State College Boulevard in Brea, California, United States. Our team of experienced financial experts is dedicated to providing personalized and strategic advice to help our clients achieve their financial goals. Whether you are looking to invest, save for retirement, or plan for the future, our knowledgeable advisers are here to guide you every step of the way. Trust Bright Advisers, LLC to help you navigate the complexities of the financial world and secure a brighter financial future.
135 S State College Blvd #200, Brea, CA 92821, United States -
InvestLinc Wealth Services, LLC
● ClosedInvestLinc Wealth Services, LLC is a finance institution located at 10 Pointe Drive in Brea, California, United States. We specialize in providing comprehensive wealth management services to help our clients achieve their financial goals. Our team of experienced professionals offers personalized investment strategies, retirement planning, and estate planning services to individuals and families. With a focus on long-term success and financial security, we strive to build lasting relationships with our clients based on trust and integrity. Contact us today to learn more about how we can help you secure your financial future.
10 Pointe Dr #150, Brea, CA 92821, United States -
Danielle Blunt - Raymond James
● OpenDanielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.
2601 Saturn St Suite 100, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Barrett P Jackson
● ClosedMerrill Lynch Financial Advisor Barrett P Jackson, located at 145 South State College Boulevard, Brea, California, is a finance institution dedicated to helping clients simplify their lives and achieve their dreams. Their mission is to understand each client's unique needs and financial goals, providing personalized wealth management strategies to help them pursue their aspirations while managing investment risks. With access to the investment insights of Merrill and banking solutions from Bank of America, the team at Merrill Lynch Financial Advisor Barrett P Jackson works closely with clients to develop customized financial approaches tailored to their individual needs. The institution believes in starting every relationship with a conversation to identify and prioritize the goals that matter most to each client. By utilizing the Investment Personality Assessment and drawing upon research in behavioral finance, the team at Merrill Lynch Financial Advisor Barrett P Jackson gains a deeper understanding of each client's investing preferences and financial goals. They provide ongoing support and tools to help clients track changes in their lives and adjust their financial approach accordingly.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Meta Pension Consultants, LLC
● ClosedMeta Pension Consultants, LLC is a leading finance institution located at 2375 East Imperial Highway in Brea, California, United States. Specializing in pension consulting services, Meta Pension Consultants, LLC offers expert advice and solutions to help individuals and organizations effectively manage their retirement funds. With a team of experienced professionals, they provide personalized and comprehensive strategies to ensure clients achieve their financial goals and secure their future. Whether you are planning for retirement or looking to optimize your pension investments, Meta Pension Consultants, LLC is dedicated to providing top-notch financial guidance and support.
2375 E Imperial Hwy #1053, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Alan Nakamura
● ClosedMerrill Lynch Financial Advisor Alan Nakamura is a finance institution located at 145 South State College Boulevard in Brea, California, United States. Their mission is to help clients simplify their lives and achieve their dreams by understanding their individual needs and financial goals. The institution offers customized wealth management solutions to help clients pursue their aspirations and manage investment risk. With access to the resources of Merrill and Bank of America, they work with clients to develop personalized financial approaches tailored to their specific needs. The team at Merrill Lynch, led by advisor Alan Nakamura, is dedicated to building strong client relationships based on trust and personalized service. The institution has been recognized for their exemplary client service by Forbes' "Best-in-State Wealth Management Teams". Alan Nakamura, a member of the NCD Group, has been named to the Forbes list and is known for helping families plan and organize their financial goals at every stage of their lives. With a background in Business-Finance and Economics, Alan and his team strive to provide clients with the tools and guidance needed to achieve financial success and turn their goals into reality.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Pierre Biscaichipy - Morgan Stanley
● OpenPierre Biscaichipy - Morgan Stanley is a renowned finance institution located at 10 Pointe Drive in Brea, California, United States. With a strong reputation for excellence in the financial industry, Pierre Biscaichipy - Morgan Stanley offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, wealth management, or retirement planning, the experienced professionals at Pierre Biscaichipy - Morgan Stanley are dedicated to helping you achieve your financial goals. Trust in their expertise and personalized approach to financial planning to secure your financial future.
10 Pointe Dr Suite 400, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor David N Krake
● ClosedMerrill Lynch Financial Advisor David N Krake is located at 145 South State College Boulevard in Brea, California. The team at this finance institution is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, they get to know you and your family, and work with you to plan for your legacy. David Krake, a Wealth Management Advisor at Merrill, has extensive experience in the financial services industry and holds certifications in financial planning and fiduciary advising. He is committed to helping individuals and businesses navigate financial challenges and meet their goals with a comfortable level of risk. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They offer insights and ideas to help you pursue your financial goals, and provide tools to help you track changes in your life and financial approach. Whether you are focused on growing, preserving, or transferring wealth, they are dedicated to helping you address your financial goals at every stage of your life. With access to the global resources of Merrill and Bank of America, they can help you develop a personalized financial strategy that aligns with your goals and priorities. From retirement planning to funding a child's education, they are here to support you on your financial journey.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Merchants Financial Guardian
● OpenMerchants Financial Guardian is a reputable finance institution located at 1215 Imperial Highway in Brea, California, United States. With a strong focus on protecting the financial interests of merchants, this institution offers a range of services and solutions to help businesses navigate the complexities of the financial world. Whether you are looking for guidance on investments, loans, or risk management, Merchants Financial Guardian is dedicated to providing expert advice and support to help you achieve your financial goals. Trust in their expertise and experience to safeguard your financial future.
1215 Imperial Hwy. # 105, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Daniel Tomlinson
● ClosedMerrill Lynch Financial Advisor Daniel Tomlinson is a finance institution located at 145 South State College Boulevard in Brea, California, United States. Managing your wealth begins with a comprehensive understanding of your financial situation. Daniel Tomlinson can help create a flexible strategy tailored to your goals, with access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Daniel works to help you pursue your financial goals. By participating in the community and volunteering with local organizations, Daniel embodies the Merrill tradition of service. Through Merrill Personal Wealth Analysis™, a personalized plan can be built centered on your goals. Your financial advisor at Merrill Lynch Wealth Management prioritizes what matters most to you, whether it's family, goals, or priorities that may change over time. By engaging in conversations and understanding your aspirations, Daniel can assist in creating a financial approach that aligns with your values. By utilizing the Investment Personality Assessment and staying informed about changes in your life, Daniel can help you manage, grow, and preserve your wealth. With a focus on understanding you and your financial goals, Daniel aims to design and implement a personalized plan to help manage investment risk and turn your goals into reality. By staying in touch and revisiting your financial approach, Daniel can help you stay on track to achieve what's most important to you. Let Daniel Tomlinson at Merrill Lynch Wealth Management help you create a financial approach that reflects your personality and priorities, and guide you towards achieving your goals.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Lance Soll & Lunghard
● ClosedLance Soll & Lunghard is a leading accounting and finance institution located at 203 North Brea Boulevard in Brea, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, they are dedicated to helping their clients achieve their financial goals. Visit Lance Soll & Lunghard for expert advice and personalized financial solutions.
203 N Brea Blvd # 203, Brea, CA 92821, United States -
Seven Electric
● OpenWelcome to Seven Electric, your trusted licensed electrical contractor located at 1301 North La Brea Avenue, Inglewood, California. Serving Los Angeles County since 2002, we bring over 31 years of industry expertise to meet all your electrical repair and service needs. Whether you're a homeowner, business owner, or manage industrial facilities, we offer tailored solutions to ensure safety, efficiency, and modern electrical installations. At Seven Electric, we understand the importance of safe and aesthetically pleasing electrical systems in your home. Our skilled residential electricians are committed to delivering well-designed solutions for every room, ensuring you never have to worry about dangerous connections or unsightly wires again.
1301 North La Brea Avenue, Inglewood, California 90302, United States
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