TOP 10 Senior financial planning services in Los Angeles, California

Lincoln Heritage Funeral Advantage is an insurance agency located at 222 West 6th Street in Los Angeles, California, United States. Specializing in providing funeral insurance policies, Lincoln Heritage offers peace of mind and financial security to individuals and families planning for end-of-life expenses. With a commitment to exceptional customer service and tailored insurance solutions, Lincoln Heritage is a trusted partner in helping clients prepare for the inevitable with confidence and dignity.

Efferem Sanchez - State Farm Insurance Agent is a reputable insurance agency located at 12440 Firestone Boulevard in Norwalk, California. Situated on the third floor of the Saddleback Square building, our dedicated team is here to assist you with all of your insurance needs. Whether you require Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Business and Commercial Insurance, we are committed to providing you with the coverage you need to protect what matters most to you and your family. Our agency prides itself on establishing personal connections with our customers and embodying the values that are important to you. With a focus on exceptional service and a deep understanding of the insurance industry, we strive to provide the highest level of care and support to residents of Los Angeles County and its surrounding areas.

Bernard Gandara - State Farm Insurance Agent is a trusted insurance agency located at 5150 Huntington Drive South in Los Angeles, California. With over 38 years of experience in the insurance industry, Bernard Gandara is a Senior Vice President Qualifier, Ambassador Travel Qualifier, and Legion of Honor Qualifier. Fluent in both English and Spanish, he holds a U.O.P. Bachelors in Business Management and a Masters in Business Administration (MBA). Conveniently situated across from Big Saver Supermarket and next to Pizza Hut, Bernard Gandara - State Farm Insurance Agent is dedicated to helping clients with all their insurance needs, including auto, fire, life, and health insurance. They provide personalized solutions tailored to each individual's requirements.

Stephan Buckley - State Farm Insurance Agent is an insurance agency located at 4340 Leimert Boulevard in Los Angeles, California. At our institution, we provide a range of insurance products and services to help protect you and your assets. Whether you are driving on rural roads or considering financial decisions like cashing out your 401k, we are here to provide you with helpful tips and information to make informed choices. Please remember to keep your sensitive personal information secure and if you encounter any difficulties accessing our website, feel free to call us at (323) 298-9022. Life insurance and annuities are issued by State Farm Life Insurance Company, and deposit products are offered by U.S. Bank National Association. Our institution is committed to providing you with the best possible service and support, so please reach out if you have any questions or concerns. Remember, investing involves risk and it's always a good idea to consult a tax or legal advisor for personalized advice. Thank you for choosing Stephan Buckley - State Farm Insurance Agent for your insurance needs.

Helen Lee - State Farm Insurance Agent is an insurance agency located at 2535 West Olympic Boulevard in Los Angeles, California. With 20 years of experience, we are dedicated to earning and keeping your business. Our office is conveniently located on the corner of Olympic and Arapahoe, on the first floor of the Condo building in Koreatown. As a President Club Ambassador Travel Qualifier since 2008 and Chairmans Circle Agent MDRT Qualifier, we are committed to providing excellent service to our clients. We offer free insurance reviews and quotes/estimates, so stop by our office today. Whether you need assistance with home insurance, discussing driving difficulties with elderly loved ones, or navigating rural road driving risks, we are here to help. Our mission is to help people manage everyday risks, recover from the unexpected, and successfully move forward in life.

Farmers Insurance - Dennis Robman is a reputable insurance agency located at 8405 Pershing Drive in Los Angeles, California. As a branch of Farmers Insurance, this agency offers a wide range of insurance products and services to meet the needs of individuals and businesses in the local community. With a focus on providing personalized and reliable coverage, Farmers Insurance - Dennis Robman is committed to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or business insurance, you can trust the experienced team at Farmers Insurance - Dennis Robman to provide you with expert advice and excellent customer service. Contact them today to discuss your insurance needs and find the right coverage for you.

Vistas Law Group, LLP is a trusted institution located at 430 North Vineyard Avenue in Ontario, California, United States. Specializing in estate planning, probate, and trust litigation, Mario Vega and Louie Ruiz bring over 25 years of combined expertise to provide personalized services in both English and Spanish. With a focus on tailored solutions rather than a one-size-fits-all approach, Vistas Law Group values understanding the unique needs and concerns of each client. From drafting living trusts to advocating for the rights of the elderly community, the team at Vistas Law Group is dedicated to ensuring the financial security and well-being of their clients. Clients have praised the firm for their professionalism, responsiveness, and successful outcomes. Whether you are in need of legal counsel for estate planning or trust litigation, Vistas Law Group is here to help. Contact their Los Angeles or Inland Empire office today for assistance.

CollegeFocus is a dedicated institution located in Diablo, California, United States, providing personalized assistance to students and families in navigating the college application and admission process. With the national student-to-counselor ratio at an all-time high, CollegeFocus aims to provide individualized attention to ensure that each student finds a school that fits their academic, social, emotional, and financial needs. Led by Rinta, who holds a Master's in Business Administration and a Bachelor's in Industrial Engineering, along with a Certificate in College Counseling from UC Los Angeles, CollegeFocus offers expert guidance to help students make informed decisions about their future. As a member of the Independent Educational Counselors Association (IECA) and a parent herself, Rinta understands the challenges and stress that can come with the college admissions process.

Tatiana Vogelaar - State Farm Insurance Agent is a trusted insurance agency located at 14306 Ventura Boulevard in Los Angeles, California. With a team of experienced professionals, we offer a range of insurance services including auto, home, renters, life, and business insurance. Our office is conveniently located near the cross street of Beverly Glen and Ventura Blvd, making it easily accessible for the Sherman Oaks community and surrounding areas. Our founder, Tatiana Vogelaar, has a background in financial services and a dedication to providing integrity and value to our customers. She opened the office in 2016 and has since been serving the community with personalized insurance solutions. Our team is bilingual, speaking Spanish, Romanian, and Dutch to better assist our diverse clientele.

John Alden Life Insurance is a reputable insurance agency located at 21600 West Oxnard Street in Los Angeles, California. As a trusted provider of life insurance policies, John Alden Life Insurance is dedicated to helping individuals and families protect their financial futures. With a commitment to personalized service and competitive rates, they offer a range of insurance options to meet the unique needs of each client. Whether you are looking for term life, whole life, or other coverage, John Alden Life Insurance is here to provide you with peace of mind and security. Contact them today to learn more about their services and how they can help you plan for the unexpected.

TD Life Insurance Agency is a reputable insurance agency located at 21781 Ventura Boulevard in Los Angeles, California. We specialize in providing a wide range of life insurance products tailored to meet the unique needs of our clients. Our team of experienced agents is dedicated to helping individuals and families secure their financial future through comprehensive insurance coverage. With a commitment to exceptional customer service and personalized attention, TD Life Insurance Agency is the go-to choice for all your life insurance needs in the United States.

Mohammad Kiamanesh, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Led by Unit Supervisor Mohammad Kiamanesh, our team of Insurance Sales Representatives in Northridge, CA offers a wide range of insurance options from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients navigate their Medicare options, including Medicare Advantage (Part C), which provides a comprehensive alternative to Original Medicare Parts A and B. As the need for long-term care becomes increasingly important in today's aging population, we are here to help you plan for the future and have important discussions with your loved ones. Contact us today to start planning your next steps towards a secure future.

Opal Enriquez, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. As a trusted Bankers Life Agent, Opal Enriquez offers a range of insurance products and services to help individuals and families protect their financial well-being. With a focus on personalized service and expert advice, Opal Enriquez is dedicated to helping clients find the right insurance solutions to meet their unique needs. Contact Opal Enriquez, Bankers Life Agent today to learn more about how they can help you secure your future.

Jefferson Tiamzon, Bankers Life Agent is a reputable insurance agency located at 9301 Corbin Avenue in Los Angeles, California, United States. Specializing in providing comprehensive insurance solutions, Jefferson Tiamzon offers personalized services to meet the unique needs of each client. With a focus on customer satisfaction and financial security, Jefferson Tiamzon, Bankers Life Agent is dedicated to helping individuals and families protect their assets and plan for the future. Contact them today to learn more about their insurance products and services.

Lincoln National Life Insurance Co is a reputable insurance agency located at 15260 Ventura Boulevard in Los Angeles, California. With a strong presence in the United States, this institution offers a wide range of insurance products and services to meet the needs of individuals and families. Whether you are looking for life insurance, retirement planning, or investment solutions, Lincoln National Life Insurance Co is committed to providing reliable and trustworthy coverage for your financial security. Contact them today to learn more about their offerings and how they can help protect your future.

Lollaly Lee, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Specializing in providing financial protection and retirement solutions, our team of experienced agents are dedicated to helping clients secure their future. With a focus on personalized service and tailored insurance plans, we strive to meet the individual needs of each customer. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.

Shirlee Story, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue in Los Angeles, California. Specializing in providing personalized insurance solutions, Shirlee Story offers a range of products and services to meet the individual needs of each client. With a commitment to excellent customer service and a wealth of knowledge in the insurance industry, clients can trust Shirlee Story to help protect their financial future. Contact the agency today to learn more about their offerings and how they can assist with your insurance needs.

Marcus Naulin, Bankers Life Agent is a reputable insurance agency located at 9301 Corbin Avenue in Los Angeles, California. As a Bankers Life Agent, Marcus Naulin offers a wide range of insurance products and services to meet the needs of individuals and families. With a focus on providing personalized and tailored solutions, Marcus Naulin is dedicated to helping clients protect their financial future and achieve peace of mind. Whether you are looking for life insurance, health insurance, or retirement planning services, Marcus Naulin, Bankers Life Agent is here to help you every step of the way. Contact us today to schedule a consultation and learn more about how we can assist you in securing your financial well-being.

Maria-Digna Pono, Bankers Life Agent is a reputable insurance agency located at 9301 Corbin Avenue in Los Angeles, California. As a dedicated Bankers Life agent, Maria-Digna Pono provides personalized insurance solutions to meet the individual needs of her clients. With a focus on customer service and expertise in the insurance industry, clients can trust Maria-Digna Pono to help them navigate the complexities of insurance and secure the coverage they need. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Maria-Digna Pono is committed to helping you protect what matters most. Contact her today to discuss your insurance needs and secure your financial future.

State Farm Insurance is a trusted insurance agency located at 22801 Ventura Boulevard in Los Angeles, California. With a reputation for excellent customer service and comprehensive coverage options, State Farm is committed to protecting what matters most to its clients. Whether you are in need of auto, home, life, or health insurance, State Farm has a variety of policies to suit your individual needs. Their experienced agents are dedicated to helping you find the right coverage at the right price. Visit their office in Los Angeles today to learn more about how State Farm Insurance can provide you with peace of mind and financial security.

Farmers Insurance - Fara Majdpour is a reputable insurance agency located at 4869 California 27, Los Angeles, California, United States. As a local Farmers® agent in Woodland Hills, CA, Fara Majdpour offers a range of insurance products including auto, home, life, renters, and business insurance. With over 30 years of experience living in Woodland Hills and an MBA from National University, Fara is dedicated to helping customers review their policies and ensure they are properly covered. The agency is conveniently located on Topanga Canyon Blvd and Dumetz Rd, with easy access and parking on the 2nd Floor of an office building. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, Fara Majdpour is here to help you navigate the complexities of insurance selection. Get started with an online quote for auto, home, renters, or business insurance and discover the competitive rates and discounts available. Protect your most valuable possessions with Farmers® insurance products and secure a stable financial future for yourself and your loved ones. Contact Fara Majdpour today to discuss your insurance needs and create a customized plan to meet your goals.

Martin Levy, Bankers Life Agent is an insurance agency located at 9301 Corbin Avenue, Los Angeles, California, United States. Specializing in providing a range of insurance products and services, Martin Levy is dedicated to helping clients protect their financial future. With a focus on personalized service and tailored insurance solutions, Martin Levy, Bankers Life Agent is committed to helping individuals and families find the right coverage to meet their specific needs. Contact them today to learn more about their insurance offerings and how they can assist you in securing your financial well-being.

Paulette Diaz, Bankers Life Agent is a reputable insurance agency located at 9301 Corbin Avenue in Los Angeles, California, United States. Specializing in providing comprehensive insurance solutions, Paulette Diaz offers a wide range of insurance products to meet the individual needs of their clients. With a team of experienced professionals, they are dedicated to helping customers protect their assets and secure their financial future. Whether you are looking for life, health, or retirement insurance, Paulette Diaz, Bankers Life Agent is committed to providing personalized service and tailored insurance plans to fit your specific requirements. Contact them today to schedule a consultation and learn more about how they can help you achieve peace of mind and financial security.

E INSURANCE LIFE is a reputable insurance agency located at 1901 Avenue of the Stars in Los Angeles, California. We specialize in providing life insurance policies to protect and secure the financial future of our clients and their loved ones. Our experienced team of insurance professionals is dedicated to helping individuals and families find the best coverage options to meet their specific needs. Whether you are looking for term life, whole life, or universal life insurance, we are here to guide you through the process and ensure you have peace of mind knowing your loved ones are protected. Contact us today to learn more about our services and how we can help you secure your future.

Heru Shabazz - Mutual of Omaha is a reputable insurance agency located at 11835 West Olympic Boulevard in Los Angeles, California. With a focus on providing quality insurance products and excellent customer service, Heru Shabazz - Mutual of Omaha is dedicated to helping individuals and families protect their assets and plan for the future. Whether you are in need of life insurance, health insurance, or retirement planning services, the experienced team at Heru Shabazz - Mutual of Omaha is here to assist you every step of the way. Visit us today to learn more about our insurance offerings and how we can help you achieve financial security and peace of mind.

Allstate Life Insurance Specialist: Joseph Rodriguez is an insurance agency located at 3653 1/2 South La Brea Avenue, Los Angeles, California, United States. With a focus on life insurance, Joseph Rodriguez provides expert guidance and personalized service to help clients protect their loved ones and secure their financial future. Whether you are looking for term life, whole life, or universal life insurance, Joseph Rodriguez is committed to finding the right policy for your unique needs. Trust in Allstate Life Insurance Specialist: Joseph Rodriguez for reliable and comprehensive coverage.

Minnesota Life is an insurance agency located at 3350 Wilshire Boulevard in Los Angeles, California. We specialize in providing a wide range of insurance products to individuals and families, including life insurance, disability insurance, and annuities. Our experienced agents are dedicated to helping our clients protect their financial future and provide peace of mind. Contact us today to learn more about our personalized insurance solutions.

Dr. Lynn Y. Dewgarde, MD is a reputable medical institution located at 10300 Compton Avenue in Los Angeles, California. Specializing in various aspects of health and wellness, Dr. Dewgarde provides top-notch medical care to patients of all ages. With a focus on personalized treatment plans and compassionate care, the institution strives to improve the overall health and well-being of individuals in the community. Whether you are in need of a routine check-up or seeking treatment for a specific medical condition, Dr. Lynn Y. Dewgarde, MD is dedicated to providing exceptional healthcare services to meet your needs.

College Steps Consulting is a premier educational consulting firm located at 4018 Hilton Head Way in Los Angeles, California. Our team of experienced consultants is dedicated to helping students navigate the college admissions process with ease and confidence. From creating a personalized college list to crafting standout essays and preparing for interviews, we provide comprehensive guidance every step of the way. Whether you're a high school junior just starting your college search or a senior finalizing your applications, College Steps Consulting is here to support you in achieving your academic goals. Contact us today to learn more about how we can help you succeed in the competitive college admissions process.

Vistas Law Group, LLP is a trusted institution located at 1150 South Olive Street, Los Angeles, California. Specializing in estate planning, probate, and trust litigation, Mario Vega and Louie Ruiz bring over 25 years of combined expertise to provide skilled guidance in these areas. The institution offers personalized, bilingual services in English and Spanish, prioritizing effective and compassionate solutions for their clients. Unlike a "cookie-cutter" approach, Vistas Law Group values personalized counsel and understands that an estate plan is more than just documents—it's about understanding the unique needs and concerns of each individual. With a vast background in trust and estate litigation, the institution anticipates potential issues to ensure clients receive a plan that stands the test of time.