Tailored investment services for corporations in California
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CBRE
● ClosedWelcome to CBRE, your trusted real estate agency located at 2761 Park View Court, Oxnard, California. As a leader in the real estate industry, we specialize in providing comprehensive services to meet all your property needs. Whether you're looking to buy, sell, lease, or invest, our team of experienced professionals is dedicated to delivering exceptional service and tailored solutions. With a deep understanding of the local market and a commitment to excellence, CBRE ensures a seamless and rewarding real estate experience. Visit us today and discover why we are Oxnard's preferred choice for real estate services.
2761 Park View Court, Oxnard, California 93036, United States -
Sandra Green-Murray
● ClosedWelcome to Sandra Green-Murray Real Estate Agency, your trusted partner in navigating the dynamic world of property in Culver City and beyond. Conveniently located at 400 Corporate Pointe, Culver City, California, we specialize in providing personalized and professional real estate services tailored to meet your unique needs. Whether you're buying, selling, or investing in residential or commercial properties, our experienced team is dedicated to delivering exceptional results with integrity and expertise. With a deep understanding of the local market and a commitment to client satisfaction, Sandra Green-Murray Real Estate Agency is your go-to resource for all things real estate. Discover a seamless and rewarding real estate experience with us today.
400 Corporate Pointe, Culver City, California 90230, United States -
Shaila Patankar Realtor
● ClosedWelcome to Shaila Patankar Realtor, your trusted partner in navigating the dynamic real estate market of Cypress, California, and beyond. Conveniently located at 5856 Corporate Avenue, our agency is dedicated to providing personalized and professional real estate services tailored to meet your unique needs. At Shaila Patankar Realtor, we understand that buying or selling a home is more than just a transaction; it's a life-changing experience. That's why we are committed to delivering exceptional, concierge-level service to all our clients. Whether you are a first-time homebuyer, looking to invest, or planning to sell your property, Shaila Patankar and her team bring a wealth of knowledge, expertise, and a passion for real estate to ensure your experience is seamless and successful.
5856 Corporate Avenue, Cypress, California 90630, United States -
TRC Financial
● ClosedTRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.
1 Post #150, Irvine, CA 92618, United States -
Immigration General Counsel
● ClosedImmigration General Counsel, located at 21250 Hawthorne Boulevard in Torrance, California, is a boutique immigration law firm specializing in U.S. immigration matters. With over 25 years of experience, our expert attorneys are trusted by investors, corporations, entrepreneurs, and professionals to provide fast and results-driven immigration solutions. We offer personalized services for a range of immigrant and non-immigrant visas, including E visas, EB-5, H1-B, and more. Our attorneys prioritize client goals and guide them through the complex immigration process with efficiency and professionalism. With a commitment to integrity and transparency, we ensure our clients receive expert legal representation tailored to their individual needs. Attorney Rajkrishna Iyer and Attorney Belma Demirovic Chinchoy are highly respected in their practice areas and offer specialized expertise in investment, business, and professional immigration matters. Contact Immigration General Counsel for expert guidance on your immigration goals.
21250 Hawthorne Blvd Ste 160-E, Torrance, CA 90503, United States -
Law Offices of Svetlana L Kaff
● ClosedLocated at 1728 Union Street in San Francisco, California, the Law Offices of Svetlana L. Kaff is a multidisciplinary law firm specializing in immigration, corporate, and real estate law. Led by Principal Attorney Svetlana Kaff, who has 17 years of legal experience and is fully certified to practice immigration law in all 50 states, the firm has successfully represented clients from around the world. Svetlana, a Russian-speaking immigration lawyer, is dedicated to making the immigration process as smooth as possible for her clients. The firm offers a range of services tailored to individual needs, including establishing new businesses, investing in Silicon Valley real estate, and providing educational and health-related consulting. Specializing in Immigration and Nationality Law, the office handles all aspects of immigration law, including Employment Immigration, Family Immigration, and Asylum and Deportation defense. Svetlana is a member of the State Bar of California and is admitted to practice law at the United States Supreme Court.
1728 Union St Suite 307, San Francisco, CA 94123, United States -
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth
● ClosedSimon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth is a finance and insurance agency located at 1550 Noriega Street in San Francisco, California. With 3 generations of excellence since 1982, the institution offers a unique leverage strategy for professionals looking to achieve family protection, wealth accumulation, and tax-efficient retirement income. Led by Investment Advisor Brandon Chew and Certified Insurance Counselor Simon Chew, the team helps clients navigate the uncertainties of retirement planning in an era of increased life expectancy and economic volatility. Whether you are nearing retirement or in the wealth accumulation stage of life, the institution provides guidance on converting savings into retirement income and utilizing financial tools for building and growing nest eggs. With a focus on comprehensive consulting services and a friendly, experienced team, Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth aims to be your lifelong partner in financial security. The institution is also affiliated with Covered California and offers services related to health benefits and insurance. Visit their website for more information and to explore their offerings.
1550 Noriega St Suite 100, San Francisco, CA 94122, United States -
Baymark Financial Inc
● OpenBaymark Financial Inc is a leading finance institution located at 177 Bovet Road in San Mateo, California. With a strong reputation for excellence in the financial industry, Baymark Financial Inc offers a wide range of services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, loans, or financial planning, our team of experts is dedicated to providing top-notch service and guidance. Trust Baymark Financial Inc to help you navigate the complexities of the financial world and achieve your goals.
177 Bovet Rd # 100, San Mateo, CA 94402, United States -
City National Bank
● ClosedCity National Bank, located at 2001 North Main Street in Walnut Creek, California, is a trusted financial institution offering personalized banking services for small, medium, and enterprise-level businesses. As a subsidiary of the Royal Bank of Canada, City National Bank combines the resources of a global bank with the personalized service of a community bank. Our experienced Relationship Managers are dedicated to helping clients achieve their financial goals through comprehensive planning and tailored solutions. From private banking to wealth management, our team is committed to helping you preserve and grow your wealth for generations to come. With a focus on diversity, equity, and inclusion, City National Bank is dedicated to fostering a positive company culture. Choose City National Bank for a personalized banking experience that puts your needs first. Visit us today to make an appointment with one of our experienced Relationship Managers.
2001 N Main St Suite 120, Walnut Creek, CA 94596, United States -
Douglas Capital Strategies
● ClosedDouglas Capital Strategies is a reputable insurance agency located at 380 South Melrose Drive in Vista, California. With a focus on providing top-notch insurance solutions to individuals and businesses in the United States, Douglas Capital Strategies offers a wide range of insurance products and services tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping clients navigate the complexities of the insurance industry and find the best coverage options available. Whether you are looking for personal insurance coverage or business insurance solutions, Douglas Capital Strategies is committed to providing exceptional service and expert guidance to ensure your peace of mind. Contact them today to learn more about how they can help you protect what matters most.
380 S Melrose Dr Suite 319, Vista, CA 92081, United States -
expex
● OpenExpex is a leading insurance agency located at 46031 Sandia Creek Drive in Temecula, California. Our dedicated team of professionals is committed to providing top-notch insurance services to individuals and businesses in the United States. With a focus on customer satisfaction and personalized solutions, we strive to make the insurance process easy and stress-free for our clients. Whether you are looking for home, auto, life, or commercial insurance, Expex has you covered. Contact us today to learn more about how we can help protect what matters most to you.
46031 Sandia Creek Dr, Temecula, CA 92590, United States -
Main Business Loan Agency
● OpenMain Business Loan Agency is a leading finance institution located at 1055 Wilshire Boulevard in the vibrant city of Los Angeles, California. We specialize in providing tailored loan solutions to businesses of all sizes, helping them achieve their financial goals and grow their operations. Our team of experienced financial experts is dedicated to providing top-notch customer service and finding the best loan options for each individual client. Whether you are looking to expand your business, invest in new equipment, or simply improve your cash flow, Main Business Loan Agency is here to help. Contact us today to learn more about how we can assist you in reaching your business objectives.
1055 Wilshire Blvd # 1501, Los Angeles, CA 90017, United States -
Pacific Western Bank
● ClosedPacific Western Bank, located at 1025 West 190th Street in Gardena, California, is a trusted financial institution that offers a wide range of banking and finance services. Please note that our ABA/routing number, 122238200, now reflects the name Banc of California. We have merged with Banc of California, N.A., and continue to provide top-notch banking solutions to our customers. Whether you are a small business owner or a large corporation, we are here to support you at every stage of your business journey. From pre-seed funding to IPO, we offer a variety of services designed to help you succeed. Our insured cash sweep service provided by the ICS network of banks can protect your deposits up to $225 million.
1025 W 190th St Suite 100, Gardena, CA 90248, United States -
San Pascual & Ortega
● OpenSan Pascual & Ortega is a bustling transit station located in the beautiful city of Santa Barbara, California, United States. This station serves as a major hub for commuters and travelers looking to navigate the city and beyond. With its convenient location and efficient services, San Pascual & Ortega is the perfect starting point for your journey. Whether you're heading to work, school, or exploring the sights and sounds of Santa Barbara, this transit station has you covered. Experience seamless transportation and exceptional customer service at San Pascual & Ortega.
Santa Barbara, CA 93101, United States -
Transamerica Agency Network
● ClosedThe Transamerica Agency Network is an insurance agency located at 2200 Powell Street in Emeryville, California. As part of the Transamerica Corporation, our agency offers a wide range of insurance products and services to protect our clients' financial well-being. Our team of experienced agents is dedicated to providing personalized solutions to meet the unique needs of each individual or business. Whether you are looking for life insurance, retirement planning, or investment options, we are here to help you secure your future. Contact us today to learn more about how we can assist you in achieving your financial goals.
2200 Powell St UNIT 205, Emeryville, CA 94608, United States -
Royal Business Bank
● ClosedRoyal Business Bank is a premier financial institution located in Cerritos, California. As a trusted bank, we offer a wide range of banking and financial services to meet the needs of individuals and businesses. Our experienced team of professionals is dedicated to providing personalized service and expert financial advice to help our customers achieve their financial goals. Whether you need a checking account, savings account, loan, or investment services, Royal Business Bank is here to help. Visit us at 11304 1/2 South Street to experience the royal treatment in banking.
11304 1/2 South St, Cerritos, CA 90703, United States -
Funding Experts
● ClosedFunding Experts is a premier finance institution located at 633 West 5th Street in Los Angeles, California. Our team of experts specializes in providing funding solutions for individuals and businesses looking to achieve their financial goals. Whether you are looking to secure a loan, investment, or financial advice, Funding Experts is here to help. With a commitment to excellence and personalized service, we strive to be your trusted partner in financial success. Contact us today to learn more about how we can assist you with your financial needs.
633 W 5th St 26th Floor, Los Angeles, CA 90071, United States -
Capital Alliance
● ClosedCapital Alliance is a leading finance institution located at 500 Technology Drive in Irvine, California, United States. With a focus on providing exceptional financial services, Capital Alliance offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Capital Alliance has the expertise and resources to help you achieve your goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to ensure that you make sound financial decisions. Visit us today to learn more about how Capital Alliance can help you secure your financial future.
500 Technology Dr #350, Irvine, CA 92618, United States -
California Business Bank
● ClosedCalifornia Business Bank is Orange County’s premier commercial bank, located at 3200 El Camino Real, Irvine, California. Our SBA programs offer consistency and flexibility, guiding you through a quick and easy application process. The Smart Safe Solution provides a safer way to do business with a CBB Branch inside. We offer commercial loans for small and large businesses in Orange County and beyond. As a Fin-Tech leader, we deliver innovative financial products and services to Southern California businesses and entrepreneurs. Our Leadership team brings a diverse banking background to support the vision of CBB. With products for every person and business, our checking and money market accounts are among the best in the nation. We tailor fit bank accounts to individual needs, offering specialized products for entrepreneurs, medical doctors, HOAs, insurance agents, agencies, and other small businesses. Visit our website for more information and to get started with California Business Bank.
3200 El Camino Real #220, Irvine, CA 92602, United States -
Britton & Co Inc
● OpenBritton & Co Inc is a reputable institution located at 9651 Airway Road in San Diego, California. With a strong presence in the United States, Britton & Co Inc offers a wide range of services including financial consulting, investment management, and business advisory. The institution is known for its experienced team of professionals who provide tailored solutions to meet the unique needs of each client. Whether you are looking for financial planning, wealth management, or strategic business advice, Britton & Co Inc is committed to helping you achieve your goals. Visit us today to learn more about how we can assist you in reaching your financial objectives.
9651 Airway Rd # D, San Diego, CA 92154, United States -
Carbon Law Group, APLC
● ClosedCarbon Law Group, APLC is a trusted team of business attorneys based in Los Angeles, California. We specialize in providing high-quality legal counsel to help our clients build successful businesses. Our firm focuses on legal issues relevant to modern-day businesses, offering comprehensive packages tailored to meet your specific needs. From corporate formation to trademark issues, we are here to assist you every step of the way. Our team is known for our excellent service, expertise, and responsiveness, making us the go-to choice for startup companies. Whether you need help getting your business off the ground or making it investment-ready, we have the perfect legal support solution for you. Visit us at one of our convenient locations in Los Angeles, El Segundo, Santa Monica, or Chino Hills to explore how we can help your business thrive. Trust Carbon Law Group, APLC to provide the legal guidance and support you need to succeed.
1001 Wilshire Blvd, Suite 100 #3200, Los Angeles, CA 90017, United States -
Promising Outlook
● OpenPromising Outlook is a health institution located at 4136 Tenth Street, Riverside, California, United States. We offer 24/7 online therapy with no waitlists and personalized care. Our programs may be completely free for you, so check your insurance below. Our accredited facility accepts most PPO employer insurance. Our Intensive Outpatient Program (IOP) provides comprehensive care solutions including multiple weekly sessions of supported groups, family therapy, and individual therapy for 9 to 12 weeks. We focus on treating various mental health issues such as major depression, anxiety disorders, trauma, and stress.
4136 Tenth St, Riverside, CA 92501, United States -
DeHeng Law Offices PC
● ClosedDeHeng Law Offices PC, located at 160 East Tasman Drive in San Jose, California, is a premier law firm dedicated to providing comprehensive legal services to meet the diverse needs of our exclusive clientele. Specializing in immigration law, our experienced team has successfully represented private businesses, public companies, and individuals in a wide range of immigration matters. With a deep understanding of business practices and immigration laws, we offer tailored solutions to help employers and employees navigate the complexities of the immigration process. At DeHeng Law Offices Silicon Valley, we recognize that legal challenges come in many forms. Whether you are a corporation looking to expand, an investor seeking immigration services for a specific investment, or an individual facing immigration obstacles, our team is here to assist you every step of the way. From guiding businesses through growth opportunities to providing personalized immigration solutions for individuals and families, we offer expert advice and support tailored to your unique situation.
160 E Tasman Dr SUITE 112, San Jose, CA 95134, United States -
Sam Hooper & Associates Inc.
● OpenSam Hooper & Associates Inc. is an insurance agency located at 17316 Edwards Road in Cerritos, California, United States. Our mission is to be an essential part of your claims management process for all types of claims. We are dedicated to providing high-quality claims service in today's challenging claims environment. Insurance companies, self-insured entities, public entities, and their attorneys are increasingly being scrutinized for the level of service they provide, and we are here to help meet those expectations. We believe that effective claim management involves early identification of issues, thorough gathering of facts and data, analysis of coverage and liability, and clear communication with our clients and claimants. Our team works diligently to provide claims handlers with the information they need to make informed decisions. Trust Sam Hooper & Associates Inc. to handle your claims with professionalism and expertise.
17316 Edwards Rd # 100, Cerritos, CA 90703, United States -
Zepponi & Company
● OpenZepponi & Company is a leading financial institution located at 200 4th Street in Santa Rosa, California, United States. With a strong reputation for providing top-notch financial services, Zepponi & Company offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zepponi & Company is committed to delivering exceptional service and results.
200 4th St #250, Santa Rosa, CA 95401, United States -
Merrill Lynch Financial Advisor John Negrete
● ClosedMerrill Lynch Financial Advisor John Negrete is a trusted institution located at 700 Main Street, Napa, California, United States. Specializing in finance, our team is dedicated to advocating for financial wellness and creating benefits experiences that help participants prepare for retirement and secure their financial futures. With a focus on personalized service, we take the time to understand the needs and goals of your institution and provide strategies tailored to your unique situation. Supported by Bank of America, N.A., our team of experienced professionals offers trust, fiduciary, and investment management services to guide you in making informed financial decisions. As Retirement Benefits Consultants, we specialize in defined contribution plans and offer services such as investment strategies, fiduciary advice, and employee financial wellness programs. Whether you are a plan sponsor, CFO, HR professional, or company owner, we are here to provide high-touch service and support every step of the way towards achieving better plan outcomes and brighter financial futures. Trust Negrete & Associates to help you navigate the complexities of managing benefits and creating a strong, compliant benefits program that engages employees and simplifies your job. With resources and thought leadership from Bank of America Corporation, we are committed to helping you make informed decisions and achieve your financial goals. Contact us today to learn more about how we can help you shape a successful financial future for yourself and your employees.
700 Main St Suite 200, Napa, CA 94559, United States -
Stonebridge Financial Group
● ClosedStonebridge Financial Group, located at 100 Smith Ranch Road in San Rafael, California, is a finance institution founded by three independent financial professionals with unique skills and insights. Specializing in Private and Corporate Investment Fiduciaries, financial planning, and insurance services, Stonebridge offers a comprehensive range of wealth management services tailored to meet the specific financial needs of its clients. From Retirement Plan Consulting to Business Succession Planning, Stonebridge helps clients achieve their financial goals with personalized financial plans designed to make their dreams a reality. The team is committed to providing strategic financial services, from initial design and implementation to ongoing client support, ensuring an exceptional level of service.
100 Smith Ranch Rd UNIT 112, San Rafael, CA 94903, United States -
Finvisor
● OpenFinvisor is a leading financial advisory firm located at 5 Lucerne Street in San Francisco, California. Our team of experienced professionals is dedicated to providing expert financial advice and guidance to individuals, businesses, and organizations. Whether you are looking to plan for retirement, invest in the stock market, or manage your company's finances, Finvisor is here to help. With a focus on personalized service and tailored solutions, we strive to help our clients achieve their financial goals and secure their financial future. Visit us today at our San Francisco office to learn more about how Finvisor can help you navigate the complexities of the financial world.
5 Lucerne St, San Francisco, CA 94103, United States -
Payne Financial Consulting
● OpenPayne Financial Consulting is a leading finance institution located at 1900 South Norfolk Street in San Mateo, California. Our team of experienced financial consultants are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Payne Financial Consulting is here to help you navigate the complex world of finance. Trust us to provide expert guidance and support as you work towards achieving your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
1900 S Norfolk St # 215, San Mateo, CA 94403, United States -
The Dare Group - Morgan Stanley
● OpenThe Dare Group at Morgan Stanley is a renowned finance institution located at 2882 Sand Hill Road in Menlo Park, California, United States. With a strong focus on providing top-notch financial services, The Dare Group offers expert advice and innovative solutions to help clients achieve their financial goals. Whether it's investment management, wealth planning, or retirement strategies, The Dare Group is dedicated to delivering personalized and comprehensive financial services to individuals, families, and businesses. Their team of experienced professionals is committed to providing exceptional guidance and support to help clients navigate the complexities of the financial world with confidence and success.
2882 Sand Hill Rd Ste 200, Menlo Park, CA 94025, United States
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