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TOP 30 Savings plan in San Pablo, CA
4 results found
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Merrill Lynch Financial Advisor Juan Pablo (JP) Bustamante
Merrill Lynch Financial Advisor Juan Pablo (JP) Bustamante is dedicated to helping clients manage their wealth by creating personalized strategies tailored to their individual financial goals. Located at 701 B Street, San Diego, California, United States, JP provides access to investment insights from Merrill and banking solutions from Bank of America. With a focus on building strong client relationships based on trust, JP and his team offer personalized wealth management strategies to help clients pursue their financial goals. Whether it's planning for retirement, saving for a home, or funding a child's education, JP believes in understanding each client's unique needs and priorities to create a financial approach that reflects their personality and life priorities. By staying informed about changes in the market and in their clients' lives, JP helps clients stay on track to achieve what matters most to them. With a commitment to putting clients first and providing comprehensive financial solutions, JP is dedicated to helping clients live their best financial life.
Farmers Insurance - Jason Ortiz
Farmers Insurance - Jason Ortiz is an insurance agency located at 600 San Pablo Avenue, Albany, California, United States. As your local Farmers® agent in Albany, CA, Jason Ortiz helps customers identify the insurance coverage that best fits their needs. With over a decade of insurance background, Jason is knowledgeable and experienced in providing personalized service to make customers smarter about insurance. Whether you need auto, home, renters, business insurance, and more, Jason can help you understand your coverage options. Born and raised in the East Bay, Jason loves to support the local community by buying and shopping locally. He takes pride in providing clients with peace of mind and knowledge about products to protect their assets. Contact Jason Ortiz for comprehensive coverage, collision coverage, deductibles, medical payments, and more. Get started with an online quote for auto insurance and learn about discounts to save money. Protect your home with insurance products from Farmers®, a company with over 80 years of experience. Jason Ortiz can help you review your life insurance policy and create a plan to provide financial support for your loved ones. Ensure your personal belongings are protected with renters insurance. For small businesses, Jason can help customize a business insurance package to reduce risks and protect investments. Get a quote for condo insurance to safeguard your possessions. Meet with Jason Ortiz, a Farmers Insurance and Financial Services agent, to build a solid financial plan. For added coverage, consider a personal umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliates provide insurance underwritten by Farmers Insurance Company. Life insurance is issued by Farmers New World Life Insurance Company. Securities are offered through Farmers Financial Solutions, LLC. Each insurer has sole financial responsibility for its own insurance. Contact Jason Ortiz at Farmers Insurance for more information.
Rick Chalk - State Farm Insurance Agent
Rick Chalk - State Farm Insurance Agent is an insurance agency located at 1333 San Pablo Avenue in Pinole, California. They offer customizable coverage plans to protect your family, belongings, and finances. Rick Chalk can help you find discounts and bundling options to save you money. They provide auto insurance options in Pinole, including coverage for new drivers, business travelers, and more. State Farm is the largest auto insurance provider in the U.S. They also offer homeowners insurance, renters insurance, and business insurance. Additionally, they provide life insurance and health insurance plans tailored to your needs. Rick Chalk can help you get started with a personalized insurance plan. Life Enhanced is a program available for State Farm customers who have purchased a new life insurance policy since January 1, 2022. Please note that this is not a solicitation to buy or sell State Farm insurance products.
Safety Training Seminars
Safety Training Seminars, located at 2090 23rd Street in San Pablo, California, offers a range of American Heart Association CPR, BLS, ACLS, and PALS courses. Serving the surrounding cities of Berkeley and Martinez, this institution provides convenient access to life-saving training for medical and healthcare professionals. Safety Training Seminars also offers group discounts and can conduct CPR & First-aid classes at your location any day of the week. One of the standout programs at Safety Training Seminars is the American Heart Association RQI (Resuscitation Quality Improvement) program, which provides a modern and efficient way for professionals to receive their BLS, ACLS, and PALS certification cards. This innovative program involves taking an online course at home, practicing with a voice-assisted manikin at one of the local offices, and receiving your certification card on the day of the class.
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