TOP 30 Senior financial assistance in California
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Senior Concerns Bargain Boutique
● ClosedSenior Concerns Bargain Boutique is a store located at 80 East Hillcrest Drive in Thousand Oaks, California, United States. As a part of the Senior Concerns organization, our boutique offers high-quality, affordable items for seniors and their families. Our mission is to provide support services that promote independence, well-being, and self-esteem for the aging population in eastern Ventura County and western Los Angeles County. At Senior Concerns, seniors are our top priority. We believe in challenging traditional views of aging and strive to create a community where seniors can thrive with enjoyment, affection, and contentment. Our boutique is a place where community members come together to serve those who have contributed so much to society. Family caregivers are valued and celebrated, and we offer financial assistance to those in need.
80 E Hillcrest Dr # 120, Thousand Oaks, CA 91360, United States -
Chuck Negrete: Primerica - Financial Services
● OpenChuck Negrete: Primerica - Financial Services is a reputable insurance agency located at 1235 Indiana Court in Redlands, California. With a focus on providing top-notch financial services, this institution offers a wide range of insurance products to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment options, the experienced professionals at Chuck Negrete: Primerica are dedicated to helping you secure your financial future. Visit their office today to learn more about their services and how they can assist you in achieving your financial goals.
1235 Indiana Ct STE 114, Redlands, CA 92374, United States -
Teague Financial Insurance Services
● ClosedTeague Financial Insurance Services is a reputable health insurance agency located at 4710 4th Street in La Mesa, California. With a team of experienced professionals, they specialize in providing personalized insurance solutions to meet the needs of individuals and families. Whether you are looking for coverage for yourself or your loved ones, Teague Financial Insurance Services is dedicated to helping you find the right plan at the right price. Contact them today to learn more about their services and how they can assist you in protecting your health and well-being.
4710 4th St #300, La Mesa, CA 91941, United States -
Allstate Personal Financial Representative: Sean P Orsatti
● ClosedAllstate Personal Financial Representative: Sean P Orsatti is a trusted finance and insurance agency located at 1965 Yosemite Avenue in Simi Valley, California, United States. With a focus on personalized service and tailored financial solutions, Sean P Orsatti helps clients achieve their financial goals and protect their assets. Whether you need assistance with retirement planning, insurance policies, or investment strategies, Sean and his team are dedicated to providing expert guidance and support. Contact Allstate Personal Financial Representative: Sean P Orsatti today to start building a secure financial future.
1965 Yosemite Ave Ste 210, Simi Valley, CA 93063, United States -
Assistance League of Santa Barbara
● ClosedThe Assistance League of Santa Barbara is a non-profit organization dedicated to improving the lives of individuals and families in need in the Santa Barbara community. Located at 1259 Veronica Springs Road, Santa Barbara, California, this institution operates as a store that offers a wide range of quality goods at affordable prices. All proceeds from sales go towards funding various philanthropic programs and services aimed at helping those facing financial hardship. By shopping at the Assistance League of Santa Barbara, you not only get great deals on items, but you also contribute to making a positive impact in the local community.
1259 Veronica Springs Rd, Santa Barbara, CA 93105, United States -
Atria senior living
● OpenAtria Senior Living at 6017 Winding Way in Carmichael, California, is a premier health and hospital institution dedicated to providing top-quality care and support for seniors in a comfortable and welcoming environment. With a focus on promoting overall wellness and independence, Atria Senior Living offers a range of services and amenities tailored to meet the unique needs of each resident. Our dedicated staff is committed to ensuring the safety, happiness, and well-being of all individuals in our care. Visit us today to see how Atria Senior Living is redefining senior living.
6017 Winding Way, Carmichael, CA 95608, United States -
Apartment Rental Assistance
● OpenApartment Rental Assistance is a trusted real estate agency located at 737 South Genesee Avenue in Los Angeles, California. Our dedicated team provides personalized assistance to help you find the perfect apartment to rent in the bustling city of Los Angeles. Whether you are a first-time renter or a seasoned tenant, we are here to guide you through the process and make your apartment search as smooth and stress-free as possible. Contact us today to learn more about our services and start your search for your new home in Los Angeles.
737 S Genesee Ave, Los Angeles, CA 90036, United States -
Foothill Farms Senior Apartments
● OpenFoothill Farms Senior Apartments is a luxurious senior living community located at 5400 Auburn Boulevard in Sacramento, California. Our spacious apartments feature wall-to-wall carpeting, all electric kitchens, dishwashers, air-conditioning, and semi-private deck/patio areas. Residents can feel safe and secure with our emergency call system and gated property. Our community offers a range of amenities including an elegant community room, laundry facilities, elevators, a swimming pool & spa, a bocce ball court, and a community garden. Assigned parking is available for residents, and our professional on-site management team is always available to assist with any needs.
5400 Auburn Blvd, Sacramento, CA 95841, United States -
Sadya Senior - New York Life Insurance
● ClosedSadya Senior - New York Life Insurance is a trusted insurance agency located at 2633 Camino Ramon in San Ramon, California. Specializing in providing insurance solutions for seniors, they offer a wide range of products to meet the unique needs of older individuals. With a focus on personalized service and attention to detail, Sadya Senior - New York Life Insurance is committed to helping seniors protect their financial future and provide peace of mind for themselves and their loved ones. Contact them today to learn more about their insurance offerings and how they can assist you in planning for the future.
Bishop Ranch #3, 2633 Camino Ramon Suite 525 San, Ramon, CA 94583, United States -
Senior Benefits Insurance Services
● OpenSenior Benefits Insurance Services is a trusted insurance agency located in Aptos, California. We specialize in providing insurance services tailored to meet the unique needs of seniors. Our experienced team is dedicated to helping seniors navigate the complex world of insurance and find the best coverage options that fit their individual requirements. Whether you are looking for health insurance, life insurance, or retirement planning services, we are here to assist you every step of the way. Visit us at 64 Rancho Del Mar and let us help you secure your future with peace of mind.
64 Rancho Del Mar, Aptos, CA 95003, United States -
Senior Health Insurance by Sterling Financial
● ClosedSenior Health Insurance by Sterling Financial is a trusted health insurance agency located at 520 Broadway in Santa Monica, California. As you enter your senior years, it's important to have peace of mind when it comes to your health and finances. Our experienced agents are here to help you navigate the complexities of Medicare, ensuring that you have the right coverage for your unique needs. Whether you're new to Medicare or have been on it for years, we can help you find the ideal plan, Primary Care Physician, and navigate the Medical Group system. We are licensed in all 50 states and are dedicated to answering all of your questions and providing personalized assistance.
520 Broadway #200, Santa Monica, CA 90401, United States -
Salazar Insurance & Financial Services, LLC.
● ClosedSalazar Insurance & Financial Services, LLC. is a well-established institution located at 1455 West Highland Avenue in San Bernardino, California. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of our clients. Whether you are looking for assistance with tax preparation, financial planning, or insurance coverage, we are here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1455 W Highland Ave # 105, San Bernardino, CA 92411, United States -
Jasama Patel Senior Mortgage Consultant NMLS 1418124
● ClosedJasama Patel Senior Mortgage Consultant NMLS 1418124 is a reputable financial institution located at 6020 Hellyer Avenue, San Jose, California, United States. Specializing in mortgage consulting, they provide expert guidance and assistance to clients looking to secure financing for their homes. With a strong track record of success and a commitment to customer satisfaction, Jasama Patel Senior Mortgage Consultant is a trusted partner for individuals navigating the complexities of the mortgage process.
6020 Hellyer Ave #150, San Jose, CA 95138, United States -
Bank of America Financial Center
● ClosedThe Bank of America Financial Center at 548 West 19th Street in Costa Mesa, California is a trusted institution offering a wide range of banking and financial services. Whether you're looking to open a checking or savings account, apply for a loan, or seek investment advice, our knowledgeable staff is here to assist you. With convenient hours and state-of-the-art technology, we strive to provide our customers with the best banking experience possible. Visit us today to see how we can help you achieve your financial goals.
548 W 19th St, Costa Mesa, CA 92627, United States -
Barrett Financial Group, L.L.C.
● ClosedBarrett Financial Group, L.L.C. is a finance institution located at 3207 Grey Hawk Court, Carlsbad, California, United States. We specialize in finding the best home loans for our customers by pricing out multiple lenders for the most competitive rates. Whether you are buying your first home, your dream home, or preparing to refinance an existing mortgage, our team will make it happen. We offer a variety of loan options, including fixed-rate mortgages, VA loans for military veterans, jumbo loans, interest-only loans, down payment assistance, and reverse mortgages for senior homeowners. If you can't find a loan that fits your needs, let us help! Our goal is to provide accessible and inclusive services to all individuals, including those with disabilities. Contact us at 480-459-4500 or loans@barrettfinancial.com for more information.
3207 Grey Hawk Ct # 110, Carlsbad, CA 92010, United States -
IPS INCOME TAX SERVICES - NOTARY-COVERED CALIFORNIA -SENIOR HEALTH INSURANCE PLANS
● OpenIPS Income Tax Services - Notary-Covered California - Senior Health Insurance Plans is a comprehensive finance, health, and insurance agency located at 820 West Slauson Avenue in Los Angeles, California. Specializing in tax preparation, immigration forms filling, and notary services, the institution offers a wide range of services to assist with personal and business tax matters. Care Professional Services at IPS Income Tax Services can help categorize monthly transactions, reconcile accounts, and keep financial information accurate and up to date. Services also include assistance with family petitions, green card renewals, TPS, DACA, and other immigration processes.
820 W Slauson Ave, Los Angeles, CA 90044, United States -
Senior Citizens Legal Services
● OpenSenior Citizens Legal Services is a dedicated law firm located at 300 West Street in Hollister, California, United States. Specializing in providing legal assistance to the elderly population, our team of experienced lawyers is committed to helping senior citizens navigate complex legal issues with compassion and expertise. From estate planning to elder abuse cases, we offer a wide range of services tailored to meet the unique needs of our elderly clients. Trust Senior Citizens Legal Services to provide you with the legal support and guidance you need in your golden years.
300 West St, Hollister, CA 95023, United States -
LONGBRIDGE FINANCIAL LLC HECM Loan Specialist Ed Badrak serving CA, OR, WA
● ClosedLongbridge Financial LLC is a leading financial institution specializing in HECM loans, with Ed Badrak as the dedicated loan specialist for clients in California, Oregon, and Washington. Located at 4713 Hamilton Street in San Diego, California, Longbridge Financial LLC offers expert guidance and personalized solutions to help clients achieve their financial goals. With a focus on customer service and industry expertise, Longbridge Financial LLC is committed to providing top-notch service to clients in the Pacific Northwest region.
4713 Hamilton St, San Diego, CA 92116, United States -
Prudential | Steven Timbal | Life Insurance & Financial Services
● OpenPrudential | Steven Timbal | Life Insurance & Financial Services is a leading finance and insurance agency located at 3333 Michelson Drive in Irvine, California, United States. With a focus on providing top-notch life insurance and financial services, our team is dedicated to helping clients protect their future and achieve their financial goals. Whether you are looking for life insurance coverage or need assistance with financial planning, our experienced professionals are here to provide expert guidance and personalized solutions. Visit us today to learn more about how we can help secure your financial future.
3333 Michelson Dr, Irvine, CA 92612, United States -
Affordable Legal Assistance
● ClosedAffordable Legal Assistance is a reputable law firm located at 3550 Watt Avenue in Sacramento, California. We have been providing exceptional legal assistance services since 1989, serving clients in Sacramento, Placer, El Dorado, and surrounding counties. Our team is dedicated to helping individuals in need of legal representation, offering services such as debt relief, bankruptcy, and creditor harassment. We understand the financial struggles that many of our clients face, which is why we offer no court costs for low-income individuals and flexible payment plans. Let us help you get your creditors off your back and provide you with the legal support you need.
3550 Watt Ave #140, Sacramento, CA 95821, United States -
Assist-A-Grad
● OpenAssist-A-Grad is a non-profit organization located at 1111 Webster Street in Fairfield, California, United States. Our mission is to provide graduating seniors in the Fairfield-Suisun-Travis community with scholarship opportunities through our sponsors. Follow us on Facebook and Instagram for updates on our work and upcoming scholarship opportunities. Interviews for scholarships will be held from April 8, 2024, to April 24, 2024. Stay informed and connected with Assist-A-Grad for all your scholarship needs. Copyright 2023 Assist-A-Grad Scholarship Foundation, Inc.
1111 Webster St, Fairfield, CA 94533, United States -
Jesus Gonzalez: Primerica - Financial Services
● OpenJesus Gonzalez: Primerica - Financial Services is a reputable finance and insurance agency located at 1475 South State College Boulevard in Anaheim, California. With a focus on helping individuals and families achieve financial security and success, Jesus Gonzalez offers a range of services including investment planning, retirement planning, insurance solutions, and more. Their experienced team of professionals is dedicated to providing personalized guidance and support to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Jesus Gonzalez: Primerica - Financial Services is committed to helping you navigate the complexities of the financial world with confidence and ease.
1475 S State College Blvd Unit 118, Anaheim, CA 92806, United States -
Financial Life Settlements, Inc.
● ClosedFinancial Life Settlements, Inc. is an insurance agency located at 1 Post, Irvine, California, United States. We offer a private and professional approach to help clients market and sell their life insurance policies to the secondary market. Our team provides access to multiple funders and uses technology to streamline the process for our clients. Many individuals may not realize that there is a third option beyond surrendering a life insurance policy or continuing to pay premiums until death. We help clients understand the true market value of their policy through a thorough analysis of their existing policy and life expectancy determination.
1 Post #150, Irvine, CA 92618, United States -
Tower Bridge Financial and Insurance Solutions Inc
● ClosedTower Bridge Financial and Insurance Solutions Inc. is an insurance agency located at 9300 West Stockton Boulevard in Elk Grove, California, United States. Our dedicated team of professionals is committed to helping you protect your hard-earned retirement income. Led by Andrew Kagan, who has over a decade of experience in the insurance and financial industry, we strive to provide the best service and knowledge possible to each and every pre-retiree and retiree we work with. Andrew's personal experience with his own family's insurance struggles has fueled his passion for helping others secure their future. Eric Kagan, the Client Relationship Manager, works closely with clients to ensure they are well-informed and prepared for retirement. Jaime Lara Lomeli, the Client Services Coordinator, schedules appointments and provides personalized service to meet clients' individual needs.
9300 W Stockton Blvd, Elk Grove, CA 95758, United States -
Hisashi Sano - Prudential Financial
● OpenHisashi Sano - Prudential Financial is a leading finance and insurance agency located at 180 Montgomery Street in the heart of San Francisco, California. With a strong reputation for providing top-notch financial services and insurance products, Hisashi Sano - Prudential Financial is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced professionals at Hisashi Sano - Prudential Financial are here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Hisashi Sano - Prudential Financial is your go-to destination for all your financial and insurance needs.
180 Montgomery St #1675, San Francisco, CA 94104, United States -
EZEP Financial & Insurance Services
● ClosedEZEP Financial & Insurance Services is a reliable insurance agency located at 22930 Crenshaw Boulevard in Torrance, California. Led by the knowledgeable and trustworthy Enrique Zepeda, this agency is known for providing detailed information and offering the best options available to suit individual needs. Whether you are looking for insurance coverage or financial services, EZEP Financial & Insurance Services is dedicated to helping you make informed decisions. Visit their additional location at 1601 Pacific Coast Hwy Suite 290 in Hermosa Beach for convenient service.
22930 Crenshaw Blvd # F, Torrance, CA 90505, United States -
Mary Anne Perez Topacio: Primerica - Financial Services
● OpenMary Anne Perez Topacio: Primerica - Financial Services is an insurance agency located at 22 West 35th Street in National City, California, United States. With a focus on providing financial services, this institution offers a range of insurance products to help individuals and families protect their assets and plan for the future. Whether you are looking for life insurance, retirement planning, or investment solutions, the knowledgeable team at Mary Anne Perez Topacio: Primerica - Financial Services is dedicated to helping you achieve your financial goals. Contact them today to learn more about their services and how they can assist you in securing your financial future.
22 W 35th St ste 208, National City, CA 91950, United States -
Merrill Lynch Financial Advisor C Shawn Warthen
● ClosedMerrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
Merrill Lynch Financial Advisor Brian E Soon
● ClosedMerrill Lynch Financial Advisor Brian E Soon, located at 3255 West March Lane, Stockton, California, United States, is a finance institution supported by the global resources of Merrill. The team consists of talented and experienced individuals dedicated to building strong client relationships based on trust and personalized service. A Senior Portfolio Advisor can assist clients in managing custom investment strategies to pursue their objectives. Your financial advisor at Merrill Lynch Wealth Management focuses on your family, goals, and priorities, adapting as they evolve over time. The institution's mission is to understand you and your priorities, designing and implementing a personalized plan to help you and your family achieve financial goals while managing investment risk. The team works closely with you to identify your goals and create a financial strategy that reflects your investment style and life plan. With the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be built and documented. As your life and goals change, the team will help you update your approach to reflect these changes. By working with a dedicated Merrill advisor, you will receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution puts you first every day, offering one-on-one relationships with Merrill Lynch Wealth Management Advisors. Get the latest investment insights, tips, and strategies to help you achieve your financial goals. Remember that investing involves risk, and it is essential to consult legal and tax advisors before making financial decisions. Merrill Lynch offers a range of services, including brokerage, investment advisory, and financial planning. Trust, fiduciary, and investment services are also available through the institution.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Merrill Lynch Financial Advisor Morgane McNally
● ClosedMerrill Lynch Financial Advisor Morgane McNally is a finance institution located at 200 East Franklin Street, Monterey, California, United States. Morgane McNally is a Resident Director, Senior Financial Advisor, and partner of the BMRB Group in Carmel, CA. With a background in Business, Marketing, International Trade Practices, Business Law, and Foreign Languages, Morgane is dedicated to delivering excellent service and helping clients pursue their financial goals. Along with her team, she has the insight and experience to navigate clients through various market conditions. The team provides a family-like office environment where one advisor assists clients in all aspects of their financial future. They offer personalized financial strategies with measurable goals and provide access to the investment insights of Merrill Lynch Wealth Management and banking convenience of Bank of America. Morgane is also the Monterey Bay Market Community Volunteer Leader for Bank of America. The team at Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. They help clients track progress towards their goals and adjust investment strategies as needed. By understanding each client's unique goals and priorities, the team creates customized financial approaches to help clients pursue what matters most to them. With access to the resources of Merrill and Bank of America, they work with clients to develop plans for managing, growing, and preserving wealth for the future. The team believes in the importance of staying connected with clients to discuss changes in their lives and financial goals. They are committed to helping clients navigate the financial landscape and achieve their objectives. Let Merrill Lynch Financial Advisor Morgane McNally and her team help you pursue your financial goals.
200 E Franklin St, Monterey, CA 93940, United States
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