Secure investments in Concord, CA
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Assetmark Concord
● OpenAssetmark Concord is a finance institution located at 1655 Grant Street in Concord, California, United States. With a focus on wealth management and investment services, Assetmark Concord offers a range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Assetmark Concord is dedicated to providing personalized and expert advice to help you make informed decisions. Visit us today to learn more about how we can help you secure your financial future.
1655 Grant St, Concord, CA 94520, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a finance institution located at 5454 Ygnacio Valley Road, Concord, California, United States. Our team of Merrill Financial Solutions Advisors are dedicated to helping you turn your ambitions into action by providing personalized advice and guidance to help you pursue your goals and plan for what matters most to you. Whether you are looking to invest in securities or plan for retirement, our advisors can meet with you in a way that works best for you. As a part of Merrill Lynch, we offer a wide range of brokerage, investment advisory, and other services to help you achieve your financial goals. Additionally, we provide banking products through Bank of America, N.A. and affiliated banks. Contact us today to learn more about how we can help you with your financial needs.
5454 Ygnacio Valley Rd, Concord, CA 94521, United States -
LHJS Investments
● OpenLHJS Investments is a leading finance institution located at 1355 Willow Way in Concord, California, United States. With a strong reputation for delivering high-quality investment services, LHJS Investments offers a wide range of financial solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced professionals at LHJS Investments are dedicated to providing personalized advice and expert guidance. Contact us today to learn more about how LHJS Investments can help you make the most of your money.
1355 Willow Way #261, Concord, CA 94520, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center, located at 2020 Willow Pass Road in Concord, California, is a finance institution that offers personalized advice and guidance to help individuals achieve their financial goals. Whether you are planning for retirement, investing in securities, or seeking insurance services, our team of Merrill Financial Solutions Advisors is here to assist you. We provide information on a wide range of products and services, including banking products offered by Bank of America, N.A. and affiliated banks. Our goal is to help you make informed decisions about your finances and investments, so you can turn your ambitions into action. Contact us today to schedule a meeting with a Merrill Advisor and start planning for your financial future.
2020 Willow Pass Rd, Concord, CA 94520, United States -
TrailView
● ClosedTrailView is a leading finance institution located at 1070 San Miguel Road in Concord, California, United States. We specialize in providing expert financial services and guidance to individuals and businesses looking to secure their financial future. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and innovative solutions. Whether you are looking to invest, save for retirement, or manage your assets, TrailView is here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving financial success.
1070 San Miguel Rd, Concord, CA 94518, United States -
Direct Lenders Insurance Services
● OpenDirect Lenders Insurance Services, located at 2261 Concord Drive in Pittsburg, California, is a trusted insurance agency founded in 2014. Led by Kenneth Quiat and Tony Fernandes, who have over 30 years of financial experience, the institution is dedicated to finding the right insurance solutions for your group. Whether you need to protect your family or investments, Direct Lenders Insurance Services can help. Please note that Direct Lenders Insurance Services is not affiliated with Belpointe Insurance, LLC or Belpointe Specialty Insurance, LLC.
2261 Concord Dr, Pittsburg, CA 94565, United States -
Primerica
● OpenPrimerica is an insurance agency located in Concord, California, United States. We specialize in providing individuals and families with affordable and comprehensive insurance coverage to protect their financial well-being. Our team of experienced agents is dedicated to helping clients find the right insurance solutions for their needs. Whether you are looking for life insurance, auto insurance, or homeowner's insurance, Primerica is here to help you navigate the complex world of insurance and find the best policy for you. Contact us today to learn more about how we can help you secure your future.
Concord, CA 94520, United States -
Farmers Insurance - Israel Martinez
● ClosedFarmers Insurance - Israel Martinez is an insurance agency located at 3119 Clayton Road in Concord, California. As a local Farmers® agent, Israel Martinez helps customers identify the insurance coverage that best fits their needs. Whether you need life, auto, home, renters, or business insurance, Israel has the knowledge and experience to help you understand your options. With a straightforward and personalized approach, he can help make you smarter about insurance and guide you towards making informed decisions. Contact Israel Martinez today for answers to any insurance questions you may have. From comprehensive coverage to medical payments, Israel can assist you in selecting the right car insurance coverage for your needs and budget. Protect your most valuable possession - your home - with insurance products from Farmers® that have stood the test of time. Get competitive rates and multi-line insurance discounts for your home insurance needs. Review your life insurance policy with Israel Martinez to ensure financial support for your loved ones. Protect your personal belongings with renters insurance, as your landlord's policy may not cover your possessions in the event of a fire. Customize a business insurance package with the help of a Farmers agent to reduce risk and protect your investment. Get a quote on condo insurance to safeguard your personal belongings. Plan for a secure financial future with the expertise of a Farmers Insurance and Financial Services agent like Israel Martinez. Explore options for added coverage with a Personal Umbrella insurance policy. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated insurers provide insurance underwritten by Farmers Insurance. Contact Israel Martinez for more information on insurance options and financial planning.
3119 Clayton Rd, Concord, CA 94519, United States -
Farmers Insurance - Patrick Grove
● ClosedFarmers Insurance - Patrick Grove is an insurance agency located at 5354 Clayton Road, Concord, California, United States. As a local Farmers® agent in Concord, CA, Patrick Grove helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Patrick has the knowledge and experience to help customers understand their coverage options. By providing personalized and straightforward assistance, Patrick aims to make customers smarter about insurance. For those looking for comprehensive coverage, collision coverage, deductibles, medical payments, and more, Patrick can help take the mystery out of selecting the right car insurance coverage. Additionally, Farmers® has been providing insurance products for over 80 years, ensuring that customers have reliable coverage in the event of disasters such as fire damage to their homes.
5354 Clayton Rd Ste B2, Concord, CA 94521, United States -
Elena Sadur - State Farm Insurance Agent
● ClosedElena Sadur - State Farm Insurance Agent is a trusted insurance agency located at 5167 Clayton Road in Concord, California, United States. Conveniently situated across the street from the Lucky and Kmart shopping center, Elena Sadur offers a range of insurance services including homeowners, renters, auto, and life policies. With a focus on exceptional customer service and satisfaction, Elena aims to simplify the often complex world of insurance and financial services for her customers. As a State Farm Insurance Agent since 2003, Elena opened her own agency in 2007 and has been dedicated to providing value to customers ever since. She holds a BA from UC Davis and an MBA from SFSU, and has been recognized for her excellence in customer service with an award from the Five Star Rating Corporation. Whether you are in California, Oregon, or Arizona, Elena is committed to serving your insurance needs proactively and with care.
5167 Clayton Rd a1, Concord, CA 94521, United States -
Javier Ly Martinez: Primerica - Financial Services
● OpenJavier Ly Martinez: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. With a focus on helping individuals and families achieve financial security and success, the institution offers a wide range of services including financial planning, investment strategies, insurance solutions, and retirement planning. With a team of experienced professionals, Javier Ly Martinez: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to its clients.
1800 Sutter St #500, Concord, CA 94570, United States -
Contra Costa Small Business Development Center
● ClosedContra Costa Small Business Development Center, located at 4071 Port Chicago Highway in Concord, California, is a hub for small businesses in Northern California looking to grow and succeed. Last year alone, the SBDC helped over 16,000 businesses secure $645 million in capital investment and create over 10,000 new jobs. Whether you need assistance with access to capital, human resources, compliance, marketing, accounting, or any other aspect of your business, SBDC is your one-stop-shop for accelerating your success. They offer a series of workshops and training programs designed to help businesses start, grow, and thrive.
4071 Port Chicago Hwy #250, Concord, CA 94520, United States -
Chase Bank
● ClosedChase Bank, located at 2097 Salvio Street in Concord, California, is a leading financial institution offering a range of services including ATM access, banking, and finance solutions. With a team of business professionals dedicated to improving cash flow, providing credit solutions, and managing payroll, Chase also offers online and mobile banking services, business credit cards, and payment acceptance solutions tailored for businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering, subject to approval. Member FDIC.
2097 Salvio St, Concord, CA 94520, United States -
Philip Anthony Nunez Jr: Primerica - Financial Services
● OpenPhilip Anthony Nunez Jr: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. Led by experienced professionals, this institution offers a wide range of financial services to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, the team at Philip Anthony Nunez Jr: Primerica is dedicated to providing personalized and comprehensive services to meet your needs. Contact them today to take the first step towards securing your financial future.
1800 Sutter St #500, Concord, CA 94520, United States -
ALLEN, THOMAS & ASSOCIATES
● OpenAllen, Thomas & Associates is a reputable institution located at 2180 California Street in Concord, California, United States. Specializing in providing top-notch financial and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to build long-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.
2180 California St, Concord, CA 94520, United States -
World Financial Group Inc
● OpenWorld Financial Group Inc is a finance institution located at 2280 Diamond Boulevard in Concord, California, United States. As a leading financial services provider, World Financial Group Inc offers a wide range of financial products and services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Financial Group Inc is dedicated to providing personalized solutions and expert advice to clients. Whether you are looking for investment opportunities, insurance coverage, retirement planning, or wealth management services, World Financial Group Inc can help you navigate the complexities of the financial world and make informed decisions. Visit World Financial Group Inc today to start building a secure financial future.
2280 Diamond Blvd #350, Concord, CA 94520, United States -
Stephenson Co
● ClosedStephenson Co is a reputable finance institution located at 1220 Diamond Way in Concord, California, United States. With a strong commitment to providing top-notch financial services, Stephenson Co is known for its professionalism, expertise, and dedication to helping clients achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with financial planning, Stephenson Co is the place to go for reliable and trustworthy guidance. Visit us today to learn more about how we can help you secure your financial future.
1220 Diamond Way #260, Concord, CA 94520, United States -
AYA Wealth
● ClosedAYA Wealth is a finance institution located at 1390 Willow Pass Road in Concord, California, United States. We specialize in providing comprehensive wealth management services to help individuals and families achieve their financial goals. Our team of experienced financial advisors is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your investments, plan for retirement, or protect your assets, AYA Wealth is here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1390 Willow Pass Rd #900, Concord, CA 94520, United States -
SID Consulting Group
● ClosedSID Consulting Group is a financial institution located at 2075 Diamond Boulevard in Concord, California, United States. At SID Cortez Consulting Group, we understand that each client has unique financial goals, which is why we provide customized financial planning tailored to your specific needs and situation. Our team of experts has years of experience in real estate, retirement planning, and insurance, offering professional advice and support in various areas including vending machine business, virtual assistance, business, immigration law, and accounting. Our founder, Sid Cortez, brings over 15 years of experience in the financial industry, ensuring that our clients receive personalized advice that exceeds expectations. We believe that financial planning is key to building wealth and securing your financial future, offering services such as real estate consulting, retirement planning, and insurance services. Whether you are buying, selling your house, multi-units property, or commercial properties, we are here to help you make informed decisions for your financial future.
2075 Diamond Blvd H210, Concord, CA 94520, United States -
Woods Financial & Insurance Services
● ClosedWoods Financial & Insurance Services is a trusted finance institution located at 1355 Willow Way in Concord, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to individuals and businesses in the area. Whether you need help with investments, retirement planning, or insurance coverage, we are here to help you navigate the complexities of the financial world and achieve your goals. Visit us today to learn more about how we can assist you in securing your financial future.
1355 Willow Way #275, Concord, CA 94520, United States -
Hunt Wealth Management
● ClosedHunt Wealth Management is a finance institution located at 1001 Galaxy Way in Concord, California, United States. We specialize in providing peace of mind through financial security, helping our clients protect and grow their wealth for themselves and future generations. Whether you have a large or small nest egg, our cost-effective and intelligent investing strategies will guide you towards your financial goals. Please note that investments inherently contain risk, and individuals should seek independent advice before making any investment decisions. Advisory services are offered through HUNT WEALTH MANAGEMENT GROUP, INC., a Registered Investment Advisor.
1001 Galaxy Way Suite 203, Concord, CA 94520, United States -
GBA Wealth Group
● ClosedGBA Wealth Group is a finance institution located at 1390 Willow Pass Road in Concord, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide personalized solutions tailored to your individual needs. Trust GBA Wealth Group to provide expert financial guidance and support every step of the way.
1390 Willow Pass Rd #900, Concord, CA 94520, United States -
BAR Financial, LLC
● ClosedBAR Financial, LLC is a finance institution located at 1390 Willow Pass Road in Concord, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you're looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. With a commitment to integrity and personalized service, BAR Financial, LLC is your trusted partner in achieving your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.
1390 Willow Pass Rd Suite 900, Concord, CA 94520, United States -
Fortune Management East Bay
● ClosedFortune Management East Bay is a premier institution located at 1757 Sattler Drive in Concord, California, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve financial success and growth. We offer a wide range of services including financial planning, investment management, retirement planning, and more. With a focus on personalized service and tailored solutions, Fortune Management East Bay is committed to helping our clients reach their financial goals. Contact us today to learn more about how we can help you secure a prosperous future.
1757 Sattler Dr, Concord, CA 94519, United States -
Henry Frazier Iii, Financial Advisor - Eagle Strategies
● OpenHenry Frazier III, Financial Advisor at Eagle Strategies, located at 2219 Gehringer Drive, Concord, California, United States, specializes in creating custom insurance and financial solutions for clients. The institution offers permanent policies with guaranteed benefits, long-term coverage, and professionally managed investments. They provide guidance on various financial needs, including retirement planning, education expenses, and estate planning. With a focus on helping clients protect their families and assets, Henry Frazier III works closely with individuals to create personalized strategies for a secure financial future. As a financial advisor at Eagle Strategies, Henry Lee Frazier is committed to building long-term relationships with clients and providing support through life's biggest moments. With a range of insurance products and investment options, clients can protect their assets, plan for retirement, and ensure a smooth transfer of wealth to the next generation. Whether you are looking for income protection, investment opportunities, or estate planning, Henry Frazier III can help you navigate the complex world of finance and create a customized plan that fits your needs and goals.
2219 Gehringer Dr, Concord, CA 94520, United States -
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGary Cruff is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Gary provides personalized advice and guidance to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Gary can help you create a customized financial plan to meet your needs. With a focus on building long-term relationships based on trust and integrity, Gary Cruff is dedicated to helping his clients secure their financial future.
1320 Willow Pass Rd Fl 6th, Concord, CA 94520, United States -
Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|AAMS™ is a reputable financial institution located at 2485 Salvio Street in Concord, California, United States. As a Certified Financial Planner (CFP®), Chartered Advisor in Philanthropy (CAP®), and Accredited Asset Management Specialist (AAMS™), Umberto Leone offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Edward Jones - Financial Advisor: Umberto Leone is dedicated to helping individuals and families secure their financial futures.
2485 Salvio St, Concord, CA 94520, United States -
Saylor Financial Services
● ClosedSaylor Financial Services, located in Concord, California, is a finance and insurance agency led by John Saylor with over 25 years of experience. As an independent firm, we offer a wide range of products and services to meet the unique needs of our clients. In today's ever-changing financial landscape, proper planning, goal setting, and risk management are crucial. We take a comprehensive approach to financial planning, working with other professionals if necessary to create a Wealth Management program tailored to your needs. Our dedicated partners help navigate challenges and seize opportunities in the market. Visit our website to explore calculators and gain a better understanding of insurance, investing, retirement, estate planning, and wealth preservation. We are committed to helping you achieve your financial goals and appreciate the opportunity to serve you and your referrals. Securities and Advisory services are offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. John Saylor is a Registered Representative with LPL Financial. Please check the background of this investment professional before making any decisions.
1320 Willow Pass Rd Suite 600, Concord, CA 94520, United States
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