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TOP 30 Senior financial planning in Riverside, CA
3 results found
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Merrill Lynch Financial Advisor Alexandra Dodds
Merrill Lynch Financial Advisor Alexandra Dodds, located at 3550 Vine Street, Riverside, California, is celebrating 20 years in the financial industry. Alexandra is known for her caring and considerate approach, serving a diverse clientele in California and nine other states. She works closely with clients to understand their unique situations, ambitions, and preferences, providing planning-based strategies that align with their goals. With a focus on retirement planning, Alexandra offers long-term investment strategies, tax minimization techniques, and access to banking solutions. As a Senior Portfolio Advisor, she can manage custom investment strategies to help clients pursue their objectives. Alexandra's background in banking allows her to offer a comprehensive approach to managing both assets and liabilities. Outside of work, Alexandra enjoys outdoor activities and is actively involved in community organizations. With a commitment to female growth and opportunity, Alexandra is dedicated to helping clients achieve financial success and reach their goals.
SoarLife Insurance Services
SoarLife Insurance Services, located at 5129 Acadia Drive in Riverside, California, is a health insurance agency dedicated to helping individuals, families, and businesses secure their most valuable assets. Our experienced and knowledgeable agents are committed to providing professional and understanding service to help you select the right health care insurance for your needs. Our team includes certified financial advisors, Covered California certified agents, Medicare specialists, and customer service experts who are here to assist you with all your insurance needs. We specialize in health care insurance, retirement planning, business insurance, and financial planning including securities and investment advisory.
OakTree Law
OakTree Law, located at 7121 Magnolia Avenue in Riverside, California, is a nationally recognized law firm specializing in bankruptcy and injury cases. Founded in 2009 by Julie J. Villalobos, the firm has since expanded to include skilled attorneys in various related areas such as litigation, loan modifications, foreclosure defense, estate planning, and tax services. Despite the current circumstances, OakTree Law remains fully operational and is accepting new consultations over the phone. While their office locations are closed to the public, key staff members are available to handle all necessary case work. With a commitment to providing personalized solutions for each client, OakTree Law offers transparent fee structures and individual consultations to evaluate financial circumstances. Their team of experienced attorneys, senior managers, and dedicated staff are focused on achieving successful outcomes for their clients. Whether facing bankruptcy, foreclosure, or personal injury cases, OakTree Law stands beside their clients every step of the way. Contact them today for a free evaluation and see how they have helped countless clients overcome their legal challenges.
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