TOP 10 Tailored financial advice in Pleasant Hill, CA
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Courtney Khashabi - State Farm Insurance Agent
● ClosedCourtney Khashabi - State Farm Insurance Agent is a trusted insurance agency located at 901 Sunvalley Boulevard in Concord, California. Conveniently situated next to Sunvalley Mall, in the same building as Stat Med Urgent Care and Dominos Pizza, we are proud to serve the communities of Concord, Walnut Creek, Pleasant Hill, and the Greater Bay Area. Additionally, we offer insurance services in Oregon, Arizona, and Nevada. As your local State Farm Insurance Agency, we strive to provide personalized insurance solutions tailored to your needs. Whether you require auto insurance, homeowners insurance, business insurance, renters insurance, condo insurance, pet insurance, life insurance, or more, we are here to help. Our team of experienced professionals, including Courtney, Giovanni, Connie, Michelle, and Beth, collectively have 70 years of experience in serving policyholders.
901 Sunvalley Blvd #230, Concord, CA 94520, United States -
Mariner Finance
● ClosedMariner Finance is a trusted financial institution located at 2340 Monument Boulevard in Pleasant Hill, California. Specializing in providing various financial services, Mariner Finance offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Mariner Finance is committed to providing excellent customer service and tailored financial solutions to meet the unique needs of each client. Whether you are looking for a loan, mortgage, or investment advice, Mariner Finance is dedicated to helping you navigate the world of finance with confidence and ease.
2340 Monument Blvd Suite A, Pleasant Hill, CA 94523, United States -
Farmers Insurance - Darlene Baxter
● ClosedFarmers Insurance - Darlene Baxter is an insurance agency located at 2216 Morello Avenue in Pleasant Hill, California. The team consists of three members: Darlene, Adriana, and Stephanie. Darlene, who has been a Farmers® agent for ten years, has a deep understanding of the needs of clients in the San Francisco Bay Area. The agency's goal is to provide families and businesses with tailored insurance plans to meet their specific needs. They offer coverage options for auto, home, business, life, specialty, high fire, commercial, and pet insurance. Whether you need comprehensive coverage, collision coverage, deductibles, or medical payments, the team at Farmers Insurance - Darlene Baxter can help you navigate the complexities of insurance. They offer online quotes and discounts to help you save money on auto insurance. For homeowners, Farmers® has been providing insurance for over 80 years and offers competitive rates with multi-line insurance discounts.
2216 Morello Ave, Pleasant Hill, CA 94523, United States -
The ACE Fiduciary Group
● OpenThe ACE Fiduciary Group is a leading finance institution located at 101 Gregory Lane in Pleasant Hill, California, United States. We specialize in providing expert fiduciary services to our clients, helping them manage their finances and assets with precision and care. Our team of experienced professionals is dedicated to delivering personalized solutions tailored to meet the unique needs of each individual or organization we serve. Trust The ACE Fiduciary Group to safeguard your financial future and provide sound advice every step of the way.
101 Gregory Ln STE 51, Pleasant Hill, CA 94523, United States -
Ascension Wealth Partners LLC
● OpenAscension Wealth Partners LLC is a leading finance institution located at 391 Taylor Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or seeking financial advice, we are here to provide expert guidance and support. Trust Ascension Wealth Partners LLC to help you ascend to new heights of financial success.
391 Taylor Blvd # 125, Pleasant Hill, CA 94523, United States -
PathWise
● ClosedPathWise is a leading finance institution located at 2255 Contra Costa Boulevard in Pleasant Hill, California, United States. Our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. Whether you are looking to invest, plan for retirement, or secure a loan, PathWise is here to help you navigate the complex world of finance with confidence and ease. Contact us today to learn more about our services and how we can assist you in achieving your financial goals.
2255 Contra Costa Blvd #207, Pleasant Hill, CA 94523, United States -
Ken Rosen
● ClosedKen Rosen is a renowned institution located at 2300 Contra Costa Boulevard in Pleasant Hill, California, specializing in accounting and finance services. With a team of highly skilled professionals, Ken Rosen offers expert financial advice and assistance to individuals and businesses alike. Whether you need help with tax planning, investment strategies, or financial management, Ken Rosen is dedicated to providing top-notch services tailored to meet your specific needs. Trust Ken Rosen to help you navigate the complex world of accounting and finance with confidence and ease.
2300 Contra Costa Blvd, Pleasant Hill, CA 94523, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States
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