Tax and financial advice in National City, California

DABK Financial Planning Services, located at 1007 Villa Nueva Drive in El Cerrito, California, is a trusted finance institution dedicated to helping clients achieve their financial goals. Our advisors adhere to the fiduciary standard of care, always putting the client's best interests first. We offer affordable and conflict-free hourly or flat-fee financial planning advice to help you secure the financial well-being needed to reach your non-financial goals. Our advisors are Certified Financial Planners® (CFP®), Registered Investment Advisors (RIA), and members of The National Association of Personal Financial Advisors (NAPFA).

Merrill Lynch Financial Advisor Keith T Tanabe is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Our group caters to a national clientele with sophisticated wealth management needs and investment requirements. With decades of experience, we focus on clear personalized strategies that prioritize the best interest of our clients above all else. Our team, Tanabe, McMahon, Tanimoto, Farmer & Holcher Group, is supported by talented specialists who are committed to guiding investment programs and strategic decision making for institutions and high net worth individuals and families. We work closely with clients to craft customized strategies to help them pursue their financial goals. As a Bank of America Global Institutional Consultant and Retirement Benefits Consultant, our team is among a select group of highly qualified professionals who provide in-depth knowledge and customized service to navigate today's financial landscape. Recognized by Barron's, Financial Times, and Forbes for our excellence in wealth management, we are dedicated to building strong client relationships based on trust and personalized service. Please note that Keith does not provide tax advice in his current role with Merrill.

Chartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.

MILES Financial Group is a leading financial services firm located at 3633 Inland Empire Boulevard, Ontario, California, United States. Specializing in tax-free asset growth, wealth preservation, guaranteed lifetime income, premium financing, and estate planning, we are dedicated to helping our clients secure their financial future by developing savings and retirement solutions that exceed their goals. Our team of industry veterans is committed to positively impacting the financial futures of families nationwide. Co-Founded by Retirement Income specialist Billie C. Miles III, MILES Financial Group offers the MILES Financial Show on AM590 ”The Answer” to educate listeners on safer money management and strategies to protect their retirement accounts from stock market losses. Mr. Miles is nationally recognized for his expertise in "no market risk" financial planning strategies that provide potential market growth with no downside risk.

CRM Financial Services is a leading accounting and finance institution located at 36 North Euclid Avenue in National City, California, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. From tax preparation and financial planning to bookkeeping and investment advice, we are dedicated to helping our clients achieve their financial goals. Trust CRM Financial Services for expert guidance and personalized solutions to all your financial needs.

Oui Financial is a finance institution located at 855 Lincoln Way in San Francisco, California, United States. We specialize in helping French individuals living in the United States make the best decisions for their money and investments. Managing finances as a French citizen in the US can be complex, but our expert team provides bilingual expertise in the tax, legal, and financial environments of both countries. Whether you are satisfied with your financial management in the US or planning to return to France within the next 3 years, Oui Financial can help you prepare for your financial future. We offer free weekly online consultations to address any questions or concerns you may have about your finances, retirement, or tax situation.

Syud Sharif - Ameriprise Financial Services, LLC is a finance institution located at 10801 National Boulevard in Los Angeles, California, United States. With a focus on providing comprehensive financial planning services, Syud Sharif and his team are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, Syud Sharif - Ameriprise Financial Services, LLC is committed to providing personalized and professional financial guidance to meet your individual needs.

National Tax Experts is a leading finance institution located at 1 Sansome Street in San Francisco, California. Our team of experienced professionals specializes in providing expert tax advice and services to individuals and businesses across the United States. Whether you need help with tax planning, preparation, or IRS negotiations, our knowledgeable staff is here to assist you every step of the way. Trust National Tax Experts to navigate the complex world of taxes and ensure you are maximizing your financial potential.

Lopez Tax 1040 is a reputable accounting and finance institution located at 3400 East 8th Street in National City, California, United States. With a team of experienced professionals, they specialize in providing expert tax preparation services for individuals and businesses. Whether you need assistance with filing your annual tax return or require financial planning advice, Lopez Tax 1040 is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.

Edralin Mars Tax Services is a reputable accounting and finance institution located at 1927 Beta Street in National City, California, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. From tax preparation to financial planning, Edralin Mars Tax Services is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Whether you need assistance with tax filing or advice on investment strategies, you can trust Edralin Mars Tax Services to provide expert guidance and personalized solutions.

Kemper Income Tax Service is a reputable accounting and finance institution located at 316 Highland Avenue in National City, California, United States. With a team of experienced professionals, they provide top-notch tax preparation services to individuals and businesses, ensuring accurate and timely filing. Whether you need assistance with personal income taxes or corporate financial matters, Kemper Income Tax Service is dedicated to helping clients navigate the complexities of the tax system with ease. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Jay Epstein - State Farm Insurance Agent is a reputable insurance agency located at 704 East Perkins Street in Ukiah, California. Conveniently situated next door to Starbucks Coffee on the East side of Highway 101 at the Perkins Street Exit, this agency is easily accessible for all your insurance needs. Specializing in motorcycle insurance coverage, Jay Epstein and his team are committed to ensuring that your coverage suits your biking lifestyle, whether you are a seasoned rider or a casual biker. With over a decade of experience serving the Ukiah community, Jay is dedicated to providing top-notch Insurance and Financial Services.

Nanette Dutcher - State Farm Insurance Agent is a reputable insurance agency located at 2170 South Main Street in Lakeport, California, United States. Conveniently situated next door to the Record Bee Newspaper and just south of K-Mart, this agency offers a range of insurance products and services to meet the needs of individuals and families. Teenage speeding is a serious issue that can lead to fatal accidents, which is why this agency provides valuable driving tips to help prevent speeding and promote safer driving habits. Additionally, they offer advice on DIY auto maintenance to help reduce rising auto repair costs.

Hector Garnica - State Farm Insurance Agent is an insurance agency located at 2120 Main Street, Red Bluff, California, United States. They specialize in helping individuals make informed decisions about their home or renters insurance coverage, as well as providing guidance on the claims process in the event of theft, damage, or loss. The agency also offers valuable information on the dangers of drunk driving and the importance of choosing a guardian, particularly for children with disabilities. State Farm's mission is to help people manage risks, recover from unexpected events, and achieve their dreams. They provide a range of financial products and services, including life insurance, annuities, and investment options through State Farm VP Management Corp. Customers can also access deposit products through U.S. Bank National Association. For personalized advice, customers are encouraged to consult with a tax or legal advisor.

Kathy Crim - State Farm Insurance Agent is a reputable insurance agency located at 170 Farmers Lane in Santa Rosa, California. Situated in the Sunrise Plaza, across from the Montecito Health Club and Flamingo Hotel, our office is easily accessible for all your insurance needs. With 22 years of experience as a State Farm agent, Kathy Crim holds prestigious designations such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). She is also a member of The American College Alumni Association and serves as a Field Development Agent for new State Farm Agents. Kathy has achieved various accolades, including being a Legion of Honor Qualifier and National Convention Qualifier. We proudly serve all of Sonoma County, including Rincon Valley, Bennett Valley, Oakmont, Kenwood, Glen Ellen, Sonoma, Rohnert Park, Petaluma, and Sebastopol. Whether you need insurance for your collectibles, college savings plans, or auto repairs, our knowledgeable team is here to assist you. We prioritize safeguarding your personal information and offer a range of insurance products, including life insurance, annuities, and pet insurance.

Jared Soukup - State Farm Insurance Agent is a reputable insurance agency located at 8492 Gravenstein Highway in Cotati, California, United States. Specializing in auto insurance, life insurance, disability, and health supplements, our team of experienced and bilingual representatives is dedicated to serving the Cotati area as well as residents relocating to Petaluma, Santa Rosa, Rohnert Park, Healdsburg, Sonoma, and Sebastopol. We also assist customers moving to Arizona, Oregon, and Idaho locations. As a proud State Farm Agent since 2012, I, Jared Soukup, am a Sonoma County Native and a Cal Poly, San Luis Obispo graduate. National Hobby Month is a time to celebrate the activities that bring joy and relaxation to our lives. In addition to our insurance services, we are passionate about our hobbies, such as building a 1964 Ford dedicated to State Farm, which will be showcased at the Boise Roadster Show in March!

Burt Foon - State Farm Insurance Agent is a reputable insurance agency located at 2801 Waterman Boulevard in Fairfield, California. With over 28 years of experience, Burt Foon and his team of long-time residents of Fairfield/Suisun Valley are dedicated to helping you make the right decisions for all your insurance needs. They prioritize your protection and well-being, offering personalized advice and solutions tailored to your individual circumstances. At Burt Foon - State Farm Insurance Agent, they understand the importance of responsible driving and education. They provide valuable tips on avoiding the dangers of drinking and driving, as well as guidance for adults looking to further their education while balancing work and family commitments.

Fillia Fransisca - State Farm Insurance Agent is an insurance agency located at 2315 Noriega Street, San Francisco, California, United States. Situated across the street from Safeway, between 30th Ave and 31st Ave, our team is ready to serve all your financial and insurance needs. Whether you need a quote for insurance or advice on creating a safe sleep environment for your newborn, we are here to help. We also provide tips on avoiding the dangers of drunk driving and preparing emergency kit supplies. Please refrain from sharing sensitive personal information on our website. For assistance with accessibility, call (415) 661-3726. Securities distributed by State Farm VP Management Corp. and life insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. Pet insurance is underwritten by American Pet Insurance Company and ZPIC Insurance Company. We also offer mortgage services through Rocket Mortgage, LLC. State Farm VP Management Corp. is a separate entity providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.

Sharon Woo - State Farm Insurance Agent is located at 2915 Ninth Street in Berkeley, California. Our insurance agency is conveniently situated half a block from Berkeley Bowl, between Ashby Ave and Heinz Ave in West Berkeley. As April arrives, we are here to assist you in navigating the changes in the California insurance market and ensuring you have the right coverage. We offer coverage reviews to put your mind at ease and help you make informed decisions. Our services include assisting with Out of State Transfers to the Bay Area, serving areas such as Berkeley, Emeryville, Oakland, Richmond, Pinole, Rodeo, San Pablo, Hayward, El Cerrito, and San Francisco. We provide tips for safe rural road driving, advice on finding the right first car for new drivers, and information on natural gas detectors to protect your family from dangerous leaks.

May Shum - State Farm Insurance Agent is an insurance agency located at 4204 Olympic Avenue in San Mateo, California. Situated in Olympic Village next to El Camino Real by Mollie Stone's Market, May Shum has been serving the San Mateo region for 32 years. Specializing in Auto, Home, Renters, Life, and Business Insurance, May Shum can assist with all your insurance and financial needs. The agency also offers services in Mandarin and Cantonese. With a focus on risk management and customer service, May Shum and her team are dedicated to helping State Farm customers select the right products for their needs. With over 10 years of experience in Media and Customer Relations, May Shum holds an MBA from Chinese University of Hong Kong and Imperial College of London, as well as a B.A. in Film and Media Studies from UC Irvine.

Catherine Chen - State Farm Insurance Agent is a reputable insurance agency located at 20132 Stevens Creek Boulevard in Cupertino, California. Situated near the Apple campus, De Anza College, and Cupertino Main Street, our agency serves the community with a focus on personalized service and excellent customer care. As April is distracted driving awareness month, we encourage you to review your auto insurance liability coverage to ensure you and your family are adequately protected. With over two decades of experience, Catherine Chen brings a dedicated work ethic and a commitment to helping her neighbors in Cupertino and surrounding areas such as San Jose, Saratoga, Sunnyvale, and Los Gatos.

Jacklyn Dinh - State Farm Insurance Agent is located at 520 Lawrence Expressway, Sunnyvale, California, United States. This insurance agency offers a wide range of insurance services, including auto, home, health, and financial coverage. The team of licensed professionals at Jacklyn Dinh's State Farm Insurance Agency is dedicated to helping clients manage risks, recover from unexpected events, and save money. Jacklyn Dinh is licensed in Property and Casualty, Life and Health insurance in California, Arizona, and Oregon, and is committed to providing excellent service to customers. The office also offers assistance with billing and insurance questions, ensuring that clients receive quality service with a smile.

Glen Robins - State Farm Insurance Agent is a reputable insurance agency located at 1511 Treat Boulevard in Walnut Creek, California, United States. They offer a range of insurance products including life insurance, annuities, and pet insurance. In addition to providing insurance services, they also offer valuable information on important topics such as handling life insurance policies after divorce, dealing with fuel pumping mishaps, and the consequences of drunk driving. Customers can rest assured that their personal information is safe with Glen Robins - State Farm Insurance Agent, as they prioritize privacy and security. For those who may have difficulty accessing their website, a phone number is provided for assistance. It is important to note that State Farm Life Insurance Company and U.S. Bank National Association are the entities responsible for issuing certain insurance and financial products. Customers are advised to consult with a tax or legal advisor for personalized advice.

Maria Wong - State Farm Insurance Agent is an insurance agency located at 1000 Broadway, Oakland, California, United States. Our experienced agent, Maria Wong, is dedicated to providing exceptional services to our customers. With a bachelor's degree in communications from Hong Kong Baptist University, Maria has a strong background in effective communication and understanding customers' needs. She is also a Chartered Life Underwriter (CLU) and has been awarded the Legion of Honor for her outstanding contributions in the industry. Maria is also a Chartered Financial Consultant (ChFC), emphasizing her proficiency in comprehensive financial services. Outside of her professional achievements, Maria is an active member of the community, volunteering at Friends of Children of Special Needs. We are here to help you navigate the changes happening in the California insurance market and ensure you have the right coverage. Insure your love and protect your future with us. Contact us for a coverage review today. Remember to not include sensitive personal information when contacting us. If you have difficulty using our website, please call (510) 834-3634. Securities distributed by State Farm VP Management Corp. Life Insurance and annuities are issued by State Farm Life Insurance Company. Deposit products are offered by U.S. Bank National Association. The creditor and issuer of credit cards is U.S. Bank National Association. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Remember to consult a tax or legal advisor for personalized advice.

Kevin 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.

Rey Zagal - State Farm Insurance Agent is a reputable insurance agency located at 246 Abbott St in Salinas, California. Our team is dedicated to serving the community by providing excellent service for all your financial and insurance needs. While we are currently not offering online auto quoting, we are available by phone, text, or in-person to assist you with auto quotes. Please note that we have paused insuring new homeowners, renters, boat owners, personal liability umbrella, and business policies in California at this time. We specialize in car insurance, life insurance, and motorcycle insurance, with a focus on auto and life insurance. As insurance costs continue to rise, we are committed to helping you understand your policies and find all eligible discounts to keep your costs as low as possible. Our experienced team is here to explain any billing questions or concerns you may have.

Joe G. Gutierrez - State Farm Insurance Agent, located at 964 J Street in Los Banos, California, has been serving the community for 35 years. Joe and his team, including office manager Rhonda, are dedicated to meeting all of your insurance needs. Joe is actively involved in the community and is a member of various boards, including the Merced College Board. As a State Farm agent, Joe considers it an honor to serve the residents of Los Banos and surrounding areas. He is committed to providing Remarkable Service, Integrity, and Compassion to guide you through any insurance needs you may have. Rhonda, who has been with the agency since 2005, is a long-time resident of Los Banos and is ready to assist you with all your insurance needs.

Dale Lane - State Farm Insurance Agent is a trusted insurance agency located at 277 West Tefft Street, Nipomo, California. As a State Farm agent, I have a deep appreciation for the good neighbor spirit and strive to make a positive impact on our communities. Serving people across San Luis Obispo/Santa Barbara counties, my agency offers insurance and financial services in both English and Spanish. Our friendly team is dedicated to building real relationships with our customers and providing them with the right coverage for their needs. Whether you need auto, home, property, business, health, or life insurance, we are here to help you find a Personal Price Plan that fits your requirements. Additionally, we offer financial services to help you secure your future. With over a decade of insurance experience, we prioritize professional and caring customer service to ensure that you and your family are protected. Our team members, including licensed agents Rachelle Ediger and Ariana Garibay, are committed to assisting you with your insurance needs.

Kory Robertson - State Farm Insurance Agent is a reputable insurance agency located at 5915 Calle Real in Goleta, California, United States. Conveniently situated in the Zodo's parking lot, across the street from the new Rusty's Pizza, we are here to serve the insurance needs of the Goleta and Santa Barbara community. As your local State Farm Agent, Kory Robertson has been providing excellent service since January 2012. With an MBA from San Diego State University, Kory and his team are dedicated to helping you with your auto, home, and life insurance needs. Whether you prefer to call, email, or text, we are here to assist you in English and Spanish.