Tax advice for individuals in City of Industry, CA
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Kevin Bailey - State Farm Insurance Agent
● ClosedKevin Bailey - State Farm Insurance Agent is a finance, health, and insurance agency located at 16360 Monterey Street in Morgan Hill, California, United States. As April is Distracted Driving Awareness Month, the institution emphasizes the importance of checking auto insurance liability coverage. Kevin Bailey and his team are dedicated to helping individuals and families properly insure what matters most to them. With over 12 years of experience in the insurance industry and a background in the car business, Kevin understands the value of protecting your assets. The office serves not only Morgan Hill but also the entire states of California, Arizona, and Nevada. Whether you are a long-time resident or new to the area, Kevin and his team are here to assist you with all your insurance needs. They offer a wide range of insurance products and services tailored to meet individual needs at every stage of life.
16360 Monterey Rd #190, Morgan Hill, CA 95037, United States -
Aj Wanker - State Farm Insurance Agent
● ClosedAj Wanker - State Farm Insurance Agent is a local insurance agency located at 550 Orange Street in Redlands, California. With over a year of experience in the insurance industry and over 10 years as a small business owner, Aj Wanker is dedicated to serving the Redlands community and surrounding areas including Loma Linda, Fontana, Riverside, Yucaipa, Beaumont, and San Bernardino. Specializing in Car Insurance, Motorcycle Insurance, and Life Insurance, Aj Wanker's office also offers insurance for pets through Trupanion. Customers can easily start a free online quote or reach out for assistance via phone, text, or email.
550 Orange St Ste C, Redlands, CA 92374, 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 -
Bay Area Health Insurance Marketing
● ClosedBay Area Health Insurance Marketing is an insurance agency located at 2882 Sand Hill Road, Menlo Park, California. We specialize in helping individuals and businesses find the best benefits plan through Covered California for Small Business. Our team is experienced with over 35 years in the industry and can navigate the complex insurance landscapes to provide informed advice. We offer personalized and customer-centric service, ensuring that you receive the support you need every step of the way, from selecting your plan to resolving claims. Our independent agents are not tied to one insurance provider, allowing us to offer impartial advice and suggest the best policies from different insurers. Whether you need employee benefits, Medicare, or health insurance for freelancers and self-employed individuals in California, we can meet all of your insurance needs under one roof. We believe in the power of personalized benefits to create a happier, healthier, and more productive workplace.
2882 Sand Hill Rd #119, Menlo Park, CA 94025, United States -
Roger Fernando - State Farm Insurance Agent
● ClosedRoger Fernando - State Farm Insurance Agent is a reputable insurance agency located at 2200 Camino Ramon, San Ramon, California, United States. With over 35 years of experience, Roger Fernando proudly serves the residents of San Ramon and surrounding communities in the Bay Area. Services offered include auto insurance, life insurance, homeowners insurance, renters insurance, business insurance, and financial services. Roger and his dedicated team prioritize communication and personalized service, ensuring that each customer receives tailored recommendations based on their individual needs. Known for their industry knowledge, empathy, and exceptional customer service, the agency goes the extra mile to help clients manage risks, plan for the future, and protect what matters most.
2200 Camino Ramon, San Ramon, CA 94583, United States -
John's Financial and Health Services
● ClosedJohn's Financial and Health Services, located at 223 Dressler Avenue in Santa Maria, California, is a comprehensive finance, health, and insurance agency. As a dedicated fiduciary, Allmerits Asset, LLC understands the unique needs of each client and strives to help them achieve their financial goals regardless of market conditions. The institution offers expert financial advice for businesses and individuals, as well as premier financial services including retirement planning, protection for families and businesses, college savings, and estate planning. Allmerits Healthcare experts at John's Financial and Health Services are known for being the most reliable Medicare agency, providing up-to-date insurance options and solutions to make signing up for Medicare plans easier for clients. The institution works with companies with the highest financial ratings to secure clients' assets and wealth, offering unbiased financial analyses and customization services to meet individual objectives.
223 Dressler Ave, Santa Maria, CA 93454, United States -
Jim Hussey - State Farm Insurance Agent
● ClosedJim Hussey - State Farm Insurance Agent is located at 1000 North Western Avenue in Los Angeles, California. Situated in the Tarragona Plaza within the Ralphs Market & In-N-Out Shopping Center, our insurance agency is dedicated to providing support and guidance to our clients during the spring season and beyond. With a team of professionals ready to assist you, we are here to help you navigate any challenges and answer all your insurance questions. Whether you are considering life insurance or looking to protect your assets, we are here to help you make informed decisions.
1000 N Western Ave Ste 202, San Pedro, CA 90732, United States -
Lisa Simmons - State Farm Insurance Agent
● ClosedWelcome to Lisa Simmons - State Farm Insurance Agent located at 13658 Hawthorne Boulevard in Hawthorne, California. Our experienced team is dedicated to providing exceptional service and meeting all of your insurance needs. Whether you're looking for Automobile, Motorcycle, Earthquake, Health, Business, or Life Insurance, we've got you covered. With over 30 years of experience in the industry, we are committed to helping you save money with our insurance products. As a State Farm agent, I have received various honors and awards, including recognition for outstanding community service. I am also actively involved in The Randal D. Simmons Outreach Foundation, a nonprofit organization focused on helping at-risk youth with academic achievements.
13658 Hawthorne Blvd #100b, Hawthorne, CA 90250, United States -
Dave DeLille - State Farm Insurance Agent
● ClosedDave DeLille - State Farm Insurance Agent is an insurance agency located at 804 West 6th Street in Corona, California, United States. They offer a variety of insurance services to protect you and your family from potential risks. In today's digital age, they also provide guidance on online safety for teens to prevent identity theft, cyberbullying, stalking, and phishing scams. Additionally, they offer advice on what to do in the unfortunate event of an auto-deer collision.
804 W 6th St, Corona, CA 92882, United States -
South Bay Financial Partners
● ClosedSouth Bay Financial Partners, located at 21515 Hawthorne Boulevard in Torrance, California, is a finance institution dedicated to helping individuals live their best financial lives. With over 25 years of experience in the industry, they offer services such as financial planning, debt management, investing, taxes, insurance, estate planning, and retirement transitions. Their mission is to assist as many people as possible in achieving financial wellness. They provide three types of services to meet a variety of needs, including a subscription-based virtual community for learning about personal finances and a FreshStart Program designed for new clients to create achievable financial plans.
21515 Hawthorne Blvd Suite 200, Torrance, CA 90503, United States -
Banking Truths
● OpenBanking Truths is a finance institution located at 28202 Cabot Road, Laguna Niguel, California, United States. We specialize in helping individuals safely invest cash like big banks do, keep liquid capital compounding, and legally shelter growth from ongoing taxation. Our goal is to provide transparent and educational services, recommending only the best products and designs. We believe in complementing your wealth building efforts and customizing a private banking system that maximizes access, control, and growth while sheltering from future taxes. Let us help you recapture the velocity of your cash flow and stop letting big banks and taxes reap all the profits. Learn about the benefits of Whole Life policies and the Infinite Banking Concept, and let us do the shopping and modeling for your ideal banking life insurance policy. Join us in optimizing your financial future and securing your wealth with the most robust products, companies, and design techniques available.
28202 Cabot Rd #300, Laguna Niguel, CA 92677, United States -
Bryon Kibildis
● OpenBryon Kibildis is a leading finance institution located at 15373 Innovation Drive in San Diego, California, United States. With a strong reputation for excellence in the financial industry, Bryon Kibildis offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing personalized solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Bryon Kibildis is committed to helping you succeed. Visit their office today to learn more about how they can help you secure your financial future.
15373 Innovation Dr, San Diego, CA 92128, United States -
Katie Chase - State Farm Insurance Agent
● ClosedKatie Chase - State Farm Insurance Agent is a trusted insurance agency located at 772 West Napa Street in Sonoma, California. Our dedicated team is committed to assisting California residents with their insurance needs, with a focus on Sonoma, Napa, and Marin Counties. We also serve customers in neighboring states such as Oregon, Nevada, and Arizona. Katie Chase, with over a decade of experience with State Farm, leads our team with a focus on providing exceptional service to our customers. We offer a range of insurance services including Auto insurance, Motorcycle insurance, Trailer insurance, Boat insurance, Motor home insurance, Life insurance, and more. Our team is passionate about protecting your assets and ensuring the financial well-being of individuals and small businesses. We also provide assistance with estate planning and financial services.
772 W Napa St, Sonoma, CA 95476, United States -
Libby Winston - State Farm Insurance Agent
● ClosedLibby Winston - State Farm Insurance Agent is a reputable insurance agency located at 901 Sir Francis Drake Boulevard in Kentfield, California. The office is situated on the left side of a charming brown shingle building on the SFD Blvd curve, offering plenty of parking for visitors. Libby Winston has been proudly serving Marin County since 1998 and is deeply rooted in the community, enjoying the local hiking trails, Farmer's Markets, and the welcoming residents and neighbors. The agency specializes in auto insurance, life insurance, and certain types of health insurance, providing personalized recommendations to meet each individual's unique needs. Libby and her team of career insurance professionals have a combined experience of over 50 years, bringing a wealth of knowledge and expertise to assist customers in navigating the complexities of insurance.
901 Sir Francis Drake Blvd, Kentfield, CA 94904, United States -
Phil Grites - State Farm Insurance Agent
● ClosedWelcome to Phil Grites - State Farm Insurance Agent, located at 1365 El Camino Real in Millbrae, California. Phil Grites has been serving as a dedicated State Farm Agent since 1982, committed to meeting the insurance and financial needs of the Millbrae community. With designations as a Chartered Life Underwriter (CLU) and ChFC, Phil is constantly learning and staying updated on industry practices to provide customers with comprehensive insurance options for their financial security. As a proud member of the Millbrae Chamber of Commerce, Phil actively contributes to the growth and prosperity of the local community by building strong relationships with fellow business owners. Whether you need auto, home, life insurance, or more, Phil and his team are here to provide personalized coverage tailored to your unique circumstances and goals.
1365 El Camino Real, Millbrae, CA 94030, United States -
Gary Hernandez - State Farm Insurance Agent
● ClosedGary Hernandez - State Farm Insurance Agent is a reputable insurance agency located at 1801 Murchison Drive in Burlingame, California. With over 40 years of experience in the insurance and financial industry, Gary Hernandez is dedicated to helping individuals and businesses protect their assets and secure their financial future. As a proud graduate of the University of California, Berkeley, Gary has a strong educational background that he utilizes to provide his customers with personalized and up-to-date advice. Gary Hernandez is a member of the NAIF and has received the National Quality Award for Life Insurance, showcasing his commitment to excellence in serving his customers. With a background in college and professional baseball, Gary brings qualities such as discipline, teamwork, and perseverance to his professional life. He is passionate about helping his customers achieve their financial goals and make informed decisions about their insurance and financial needs.
1801 Murchison Dr #202, Burlingame, CA 94010, United States -
OBENYAH LLP
● ClosedOBENYAH LLP is a leading accounting and finance institution located at 524 South School Street in Ukiah, California, United States. With a team of experienced professionals, OBENYAH LLP offers a wide range of services including financial planning, tax preparation, and audit services to individuals and businesses. Their commitment to providing high-quality, personalized service sets them apart in the industry. Whether you are looking for assistance with your personal finances or need expert advice for your business, OBENYAH LLP is dedicated to helping you achieve your financial goals.
524 S School St, Ukiah, CA 95482, United States -
New York Life Insurance Co. / Denison Financial and Insurance Services
● ClosedNew York Life Insurance Co. / Denison Financial and Insurance Services is a reputable insurance agency located at 150 North Wiget Lane in Walnut Creek, California. With a strong presence in the insurance industry, this institution offers a wide range of insurance products and financial services to meet the needs of individuals and businesses alike. Their experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you are looking for life insurance, retirement planning, or investment options, New York Life Insurance Co. / Denison Financial and Insurance Services is committed to helping you secure your financial future.
150 N Wiget Ln Suite 211, Walnut Creek, CA 94598, United States -
Jerry Rojas - State Farm Insurance Agent
● ClosedJerry Rojas - State Farm Insurance Agent is a trusted insurance agency located at 2542 South Bascom Avenue in Campbell, California. While online auto quoting is not available at this time, customers can call, text, or visit the office for a personalized auto quote. The dedicated team at Jerry Rojas is ready to create a Personal Price Plan tailored to individual needs. As a California native, Jerry Rojas understands the unique needs of Bay Area residents. With a background in the financial industry, he brings valuable insights to help customers find the perfect insurance plan within their lifestyle and budget. Serving areas such as Campbell, Los Gatos, San Jose, and more, Jerry Rojas and his team prioritize exceptional service and ensuring customers feel confident about their coverage.
2542 S Bascom Ave STE 200, Campbell, CA 95008, United States -
Kevin Anderson Attorney At La
● ClosedKevin Anderson Attorney At Law is a reputable institution located at 9320 Carmel Road in Atascadero, California. Specializing in finance, law, and real estate services, Kevin Anderson and his team are dedicated to providing top-notch legal representation and expert financial advice to their clients. With years of experience in the industry, they offer personalized solutions tailored to meet the unique needs of each individual or business. Whether you are dealing with a legal matter, seeking financial guidance, or looking to buy or sell real estate, Kevin Anderson Attorney At Law is the go-to destination for all your needs. Trustworthy, reliable, and professional, they are committed to helping you achieve your goals and protect your interests. Contact them today to schedule a consultation and see how they can assist you.
9320 Carmel Rd, Atascadero, CA 93422, United States -
Crivello & Associates, Inc (previously Josephine Tuberosi)
● ClosedCrivello & Associates, Inc (previously Josephine Tuberosi) is a reputable accounting and finance institution located at 28631 South Western Avenue in Rancho Palos Verdes, California, United States. With years of experience in the industry, our team of professionals provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Trust Crivello & Associates, Inc to provide you with expert advice and personalized solutions for all your accounting and finance needs.
28631 S Western Ave, Rancho Palos Verdes, CA 90275, United States -
Jim Tovias - State Farm Insurance Agent
● ClosedJim Tovias - State Farm Insurance Agent is a trusted insurance agency located at 145 South 8th Street in Santa Paula, California. With a focus on protecting individuals and families from potential risks, the agency offers a range of insurance products including home, auto, life, and commercial policies. With over 42 years of experience in the industry, Jim Tovias is a lifelong resident of Santa Paula and has been serving the community with dedication and expertise. The office has recently expanded with the addition of Adolfo Arenas and Tina Paz, who together bring a combined 38 years of experience to the team.
145 S 8th St, Santa Paula, CA 93060, United States -
Bernard Gandara - State Farm Insurance Agent
● ClosedBernard 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.
5150 Huntington Dr S Ste 111, Los Angeles, CA 90032, United States -
Mark Phillipi - State Farm Insurance Agent
● ClosedMark Phillipi - State Farm Insurance Agent is a renowned insurance agency located at 1351 South Beach Boulevard, La Habra, California, United States. With over three decades of experience in the insurance industry, Mark Phillipi is dedicated to meeting the insurance needs of individuals and families in California. He holds a degree from the University of California, Los Angeles (UCLA) and is actively involved in various community organizations, including the La Habra Host Lions Club and the Vista Community Clinic (VCC) The Gary Center. Mark Phillipi is committed to upholding values of integrity, service, and excellence in all aspects of his life. He is passionate about giving back to the community and making a positive impact on the lives of others. In addition to his professional and community engagements, Mark enjoys golf and softball in his free time.
1351 S Beach Blvd Ste G3, La Habra, CA 90631, United States -
Bill Sampson - State Farm Insurance Agent
● ClosedAt Bill Sampson - State Farm Insurance Agent, located in Fullerton, California, we are committed to helping individuals and families protect what matters most. With over two decades of experience in the insurance industry, I have the knowledge and expertise to assist you with your insurance and financial service needs. As a graduate of Cal State Fullerton, I understand the importance of education and strive to provide clear and effective communication with all of my clients, whether they speak English or Spanish. Whether you are in need of Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, or Health Insurance, I am here to help tailor a plan that fits your unique requirements. My goal is to build strong relationships with my clients and ensure that they make informed choices about their insurance needs.
330 N Balcom Ave, Fullerton, CA 92832, United States -
George Pond - State Farm Insurance Agent
● OpenGeorge Pond - State Farm Insurance Agent is a reputable insurance agency located at 910 Hampshire Road in Westlake Village, California, United States. With over 50 years of experience as a State Farm Agent, we specialize in providing Auto, Home, and Business insurance needs for clients in California. Our dedicated team offers insurance quotes for various areas including Woodland Hills, Encino, Calabasas, Chatsworth, Thousand Oaks, Simi Valley, and more. In the month of April, we are offering complimentary life insurance consultations to ensure that you have adequate coverage for your family in case of unforeseen circumstances. Our knowledgeable staff, with over 30 years of experience in the insurance industry, is here to assist you in creating a customized insurance plan that meets your specific needs.
910 Hampshire Rd Ste S, Westlake Village, CA 91361, United States -
Drew Martin - State Farm Insurance Agent
● ClosedDrew Martin - State Farm Insurance Agent is a reputable insurance agency located at 11129 1st Avenue in Whittier, California. Led by Drew and his dedicated team, the agency is committed to providing exceptional customer service and establishing a strong local presence in the community. With over 38 years of combined experience, they offer a comprehensive selection of coverage options including Auto and Life Insurance. Drew, a second-generation State Farm Agent, brings a wealth of knowledge and experience to the industry. The team is ready to assist with all insurance needs and is known for their honesty and integrity. For a free quote on State Farm auto, life, and more, customers can call, text, or visit the Whittier office. Additionally, the agency provides valuable information on topics such as car financing, rural road safety, and employer-owned life insurance policies. Customers can rest assured that their personal information is protected and should consult a tax or legal advisor for advice on their individual circumstances. For any accessibility issues with the website, customers can call (562) 943-4343. State Farm VP Management Corp. is a separate entity from the banking and insurance entities. Life Insurance and annuities are issued by State Farm Life Insurance Company and State Farm Life and Accident Assurance Company.
11129 1st Ave, Whittier, CA 90603, United States -
New York Life
● ClosedNew York Life is a renowned finance and insurance agency located at 1881 East Commercenter Circle, San Bernardino, California, United States. Offering permanent policies with guaranteed death benefits and cash value growth, as well as customizable long-term coverage options, New York Life provides expert guidance to help you plan for your financial future. With professionally managed investments, low-fee bundled options, and specialized solutions for education expenses, income replacement, and estate planning, New York Life is dedicated to helping individuals and families thrive. With a diverse and welcoming workplace, New York Life has been recognized as an industry leader for over 175 years, upholding values of diversity, responsibility, and service. With a mission to make the world a better place, New York Life supports communities through charitable giving and volunteer initiatives. Whether you're just starting to plan for your financial future or need help managing a complex situation, New York Life's agents are ready to tailor flexible solutions to meet your needs and budget. With high financial strength ratings and a commitment to giving back, New York Life is a trusted partner in securing your financial security and peace of mind.
1881 E Commercenter Cir, San Bernardino, CA 92408, United States -
Rickman and Associates
● OpenRickman and Associates is a leading institution located at 5030 Camino De La Siesta in San Diego, California. With a strong reputation for excellence, our team of professionals offers a wide range of services to meet the needs of our clients. From financial planning and investment management to tax preparation and estate planning, we are dedicated to helping individuals and businesses achieve their financial goals. With a commitment to personalized service and expert advice, Rickman and Associates is the trusted choice for all your financial needs.
5030 Camino De La Siesta Suite 301, San Diego, CA 92108, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 700 Main Street in Napa, California, is a leading finance institution offering comprehensive wealth management services to individuals, families, business owners, executives, and institutions. Our experienced advisors provide personalized financial strategies tailored to your unique goals and needs, drawing on years of combined knowledge and expertise in the industry. In addition to wealth planning advice, our advisors can assist with retirement income planning, concentrated stock positions, traditional investments, and estate planning services through Bank of America. We prioritize client service and satisfaction, working closely with you to understand your current financial situation and create strategies to meet your long-term objectives.
700 Main St, Napa, CA 94559, United States
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List of local businesses, places and services in California
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