Tax guidance in National City, CA
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Erol Hassan - State Farm Insurance Agent
● ClosedErol Hassan - State Farm Insurance Agent is an established insurance agency located at 3540 Highland Avenue in Manhattan Beach, California. Erol Hassan, a graduate of Cal State Los Angeles and a State Farm Agent since 1976, is dedicated to providing quality insurance services to the community. As an Air Force veteran, Erol Hassan brings a sense of commitment and integrity to his work. At Erol Hassan - State Farm Insurance Agent, clients can open a 529 college savings plan account to help save for future higher education expenses. The agency also offers advice on investing in bond funds for a more secure financial future. In addition, they provide tips on DIY auto maintenance to help combat rising auto repair costs.
3540 Highland Ave, Manhattan Beach, CA 90266, United States -
Dennis Stitt - State Farm Insurance Agent
● ClosedDennis Stitt - State Farm Insurance Agent is a well-established insurance agency located at 5301 Office Park Drive in Bakersfield, California, United States. Dennis, a Marine Corps veteran with 30 years of experience with State Farm, is dedicated to providing excellent service to his clients. From auto insurance quotes to retirement planning and home financing, Dennis is committed to helping you achieve great value with State Farm. In addition to insurance services, Dennis Stitt's agency offers valuable resources on important topics such as drunk driving prevention, handling the loss of a loved one, and making informed financial decisions. The agency is passionate about making a positive impact on the community and is always looking for motivated individuals to join their team.
5301 Office Park Dr Ste 405, Bakersfield, CA 93309, United States -
Dave Jackson - State Farm Insurance Agent
● ClosedDave Jackson - State Farm Insurance Agent is a trusted insurance agency located at 27101 Aliso Creek Road in Aliso Viejo, California. Conveniently situated behind 24 Hour Fitness on Journey and Aliso Creek, our team has been serving the community since 1987. We take pride in protecting families with a range of insurance options including auto, home, renters, life, health, and business insurance. In addition to serving Aliso Viejo, we also cater to neighboring communities such as Laguna Niguel, Laguna Hills, and Laguna Beach, as well as the entire state of California. Whether you prefer to contact us by phone, text, email, or in person, we are available to assist you with your insurance needs.
27101 Aliso Creek Rd UNIT 126, Aliso Viejo, CA 92656, United States -
Ramon Pantoja - State Farm Insurance Agent
● ClosedRamon Pantoja - State Farm Insurance Agent is a reputable insurance agency located at 714 West Olympic Boulevard in Los Angeles, California. Situated in the Petroleum Building, just one block east of LA Live and the Staples Center, our agency is led by a knowledgeable professional with a B.A. from the University of California - Santa Barbara and over 20 years of experience as a small business owner. Since 2007, we have been proudly serving the auto insurance needs of the Los Angeles community, offering free auto insurance quotes, life insurance policies, motorcycle insurance, business auto insurance, recreational vehicle insurance, and even pet insurance. At Ramon Pantoja - State Farm Insurance Agent, we prioritize safety and financial security. We provide valuable tips on avoiding drunk driving, motorcycle safety, and savings strategies. Our goal is to help you make informed decisions to protect yourself and your loved ones. Additionally, we offer a range of investment options through State Farm VP Management Corp. and deposit products through U.S. Bank National Association.
714 W Olympic Blvd Ste 1008, Los Angeles, CA 90015, United States -
Meredith Thompson - State Farm Insurance Agent
● ClosedMeredith Thompson - State Farm Insurance Agent is an insurance agency located at 165 East College Street in Covina, California, United States. Whether you're looking to renovate your home, add a new car to your collection, or plan for retirement, we are here to help you calculate the time and money needed to make your dreams a reality. Driving on rural roads may seem safe, but it comes with its own set of risks, especially when sharing the road with farm vehicles. We offer tips to help you stay safe while driving in the countryside. With qualified retirement plans like 401ks, you have the flexibility to take your savings with you when you leave your job. We provide options for you to consider when it comes to managing your retirement funds. For your privacy and protection, please refrain from including sensitive personal information when contacting us.
165 E College St, Covina, CA 91723, United States -
Edward Carrillo - State Farm Insurance Agent
● ClosedEdward Carrillo - State Farm Insurance Agent is a trusted insurance agency located at 112 East 1st Street in Rialto, California. Edward Carrillo, a Rialto resident since 1990 and a USMC Disabled Veteran, is the proud father of 4 and grandparent of 8. With a love for motorcycles and 3 dogs, Edward has been elected City Treasurer since 2000 and actively supports veteran causes. Located at the corner of 1st St & Riverside Ave next to Cucas parking lot, Edward Carrillo - State Farm Insurance Agent offers a range of insurance products and services to meet your needs. Whether you need assistance with life insurance, annuities, credit cards, or pet insurance, Edward and his team are here to help.
112 E 1st St, Rialto, CA 92376, United States -
Lori Long - State Farm Insurance Agent
● ClosedLori Long - State Farm Insurance Agent is a reputable insurance agency located at 10845 Rancho Bernardo Road, San Diego, California, United States. Situated near 4S Ranch in the Gateway building, the agency is easily accessible at the corner of Rancho Bernardo Rd. and Via Del Campo. Online quotes are not currently available, so customers are encouraged to call during regular business hours for assistance. Established in 1989, Lori Long is a State Farm Agent with a team of licensed and professional members who are dedicated to serving the community. With over 30 years of insurance experience, Lori Long is a graduate of San Diego State University and a proud resident of San Diego for more than 35 years. The agency specializes in serving the 4S Ranch, Del Sur, and Rancho Bernardo communities.
10845 Rancho Bernardo Rd #102, San Diego, CA 92127, United States -
Coleman Meshack - State Farm Insurance Agent
● ClosedColeman Meshack - State Farm Insurance Agent is a trusted insurance agency located at 6030 Santo Road in San Diego, California. With over 30 years of experience as a State Farm Agent, Coleman Meshack is dedicated to helping clients plan for the future and protect their loved ones. He is a graduate of Lincoln High School, UCLA University, and San Diego State University, with a BS Honor Agent Qualifier/RVP Council Millionaire Club Qualifier Golden Triangle Qualifier Life Honor Club Qualifier National Convention Qualifier San Diego Native. Understanding the importance of life insurance and retirement planning, Coleman Meshack offers expert advice on creating a secure financial future. He also provides tips on DIY auto maintenance to help combat rising repair costs. For your security, sensitive personal information should not be shared on the website.
6030 Santo Rd suite h, San Diego, CA 92124, United States -
Shaun Morrison - State Farm Insurance Agent
● ClosedShaun Morrison - State Farm Insurance Agent is located at 4944 Windplay Drive in El Dorado Hills, California. As your local State Farm Agent, Shaun Morrison is dedicated to helping people in the community by providing them with the right coverage and ensuring a high level of understanding. With over 15 years of experience with State Farm, Shaun is committed to helping individuals and families with their insurance needs. Specializing in auto insurance, homeowners insurance, renters insurance, life insurance, and business insurance, Shaun's office serves the El Dorado County area including Shingle Springs, Cameron Park, Placerville, and Folsom. Whether you are looking for a quick car insurance quote or need assistance with relocation, Shaun and his team are here to help.
4944 Windplay Dr Unit 225, El Dorado Hills, CA 95762, United States -
Adrienne Ng - State Farm Insurance Agent
● OpenAdrienne Ng - State Farm Insurance Agent is a trusted insurance agency located at 1643 Noriega Street, San Francisco, California. As your State Farm agent, Adrienne Ng is dedicated to helping you manage the risks of everyday life, recover from the unexpected, and achieve your dreams. By offering a range of insurance products and services, including life insurance, annuities, and home insurance, Adrienne Ng is committed to being your first choice for all your insurance needs. In addition to providing insurance coverage, Adrienne Ng - State Farm Insurance Agent also offers valuable tips and information to help you avoid common risks and issues. From the dangers of drinking and driving to the importance of regular home plumbing checkups, Adrienne Ng is here to help you protect yourself and your loved ones.
1643 Noriega St, San Francisco, CA 94122, United States -
Donna Chiaramonte - State Farm Insurance Agent
● OpenDonna Chiaramonte - State Farm Insurance Agent is an insurance agency located at 2210 South Winchester Boulevard in Campbell, California, United States. As March is the month for spring break travel, it's important to ensure you have the right auto insurance coverage. If you find auto insurance confusing, the friendly team at Donna Chiaramonte's office is here to help answer all your questions and make the process easy for you. Driving on rural roads may seem peaceful, but it comes with its own set of risks, including sharing the road with farm vehicles. The institution provides tips to help you stay safe while driving in the countryside. Additionally, they offer advice on ladder safety to prevent injuries and financial tips to help you prioritize your finances for a successful future.
2210 S Winchester Blvd, Campbell, CA 95008, United States -
Craig Kosten - State Farm Insurance Agent
● ClosedCraig Kosten - State Farm Insurance Agent is a second generation State Farm Agent located at 875 South Westlake Boulevard in Westlake Village, California. Since 2001, Craig has been dedicated to helping others and representing the top insurance carrier in the United States. With a focus on providing proper insurance guidance and extensive knowledge to policyholders, Craig ensures that they are properly protected in the event of a covered loss. Craig and his experienced team are available to assist with any insurance questions and needs. They take pride in protecting families and are committed to providing excellent service. Whether you are driving on rural roads, using public wifi, or participating in hunting season, Craig offers valuable tips and advice to keep you safe.
875 S Westlake Blvd # 210, Westlake Village, CA 91361, United States -
Rob Meroth - State Farm Insurance Agent
● ClosedRob Meroth - State Farm Insurance Agent is an insurance agency located at 2325 Palos Verdes Drive West, Palos Verdes Estates, California, United States. Situated in the courtyard of the Lunada Patio building with Salsa Verdes, above Lunada Bay Hardware, this agency offers a range of insurance products including car insurance, homeowners insurance, and life insurance. Planning for divorce can be a challenging time, especially when it comes to providing for children. The agency provides guidance on how parents can cope with these changes. Additionally, they offer information on various types of insurance policies and what is covered under each.
2325 Palos Verdes Dr W Ste 218, Palos Verdes Estates, CA 90274, United States -
Mike Siemsen - State Farm Insurance Agent
● ClosedMike Siemsen - State Farm Insurance Agent is a reputable insurance agency located at 3960 Prospect Avenue in Yorba Linda, California. Established in 2011, our agency has been dedicated to providing exceptional service to our clients. When you contact our office, you will speak directly with our experienced office manager, Joselyn, or with Mike Siemsen himself. At our agency, we offer a wide range of insurance and financial services including auto insurance, home insurance, commercial auto insurance, business insurance, workers compensation, and life insurance products. We understand the importance of protecting what matters most to you and your family, which is why we are committed to helping you find the right coverage.
3960 Prospect Ave # J, Yorba Linda, CA 92886, United States -
Petco Vaccination Clinic
● OpenPetco Vaccination Clinic, located at 4500 Las Positas Road in Livermore, California, offers a convenient and affordable option for dog and cat owners to ensure the health and well-being of their pets. Our Vetco Clinics provide a variety of preventive care services, including vaccinations, microchipping, diagnostic testing, and deworming. State-licensed veterinarians administer all vaccinations, and we keep a record of your pet's medical services for future appointments. At our clinic, you can choose from a variety of personalized packages to keep your dog or cat happy and healthy at any life stage. We also offer recommendations for heartworm, flea, and tick prevention tailored to your pet's age and lifestyle. If you're unsure of what protection your pet needs, our licensed veterinarians are available to provide guidance.
4500 Las Positas Rd, Livermore, CA 94551, United States -
Gloria Barillas - State Farm Insurance Agent
● ClosedGloria Barillas - State Farm Insurance Agent is a trusted insurance agency located at 18860 Nordhoff Street, Los Angeles, California, United States. As spring approaches, it's the perfect time to review your insurance coverage and ensure you're adequately protected. Whether you're planning a road trip or making home improvements, our comprehensive auto and home insurance policies have got you covered. Our dedicated team of professionals is here to guide you through the insurance process and tailor a policy to fit your unique needs. We offer tips on avoiding the dangers of drunk driving, insights on the rising trend of accessory dwelling units, and information on disability insurance coverage options. We prioritize your protection and urge you not to include sensitive personal information when contacting us. Our mission is to be your first choice for all your insurance needs, providing personalized protection for you and your loved ones.
18860 Nordhoff St #201, Northridge, CA 91324, United States -
Focus Strategic Solutions
● OpenFocus Strategic Solutions is a finance institution located at 9400 Honsa Avenue, Windsor, California, United States. We understand that no two retirements are alike, which is why we tailor our guidance to meet your specific needs. Whether you are looking to review your current financial outlook or create a retirement plan for the next 30-plus years, our experienced professionals are here to help. At FOCUS Strategic Solutions, we are dedicated to simplifying the complexities of the financial world and serving as your advocate. We work with pre-retirees, retirees, entrepreneurs, and confident women who want to take control of their retirement. Our services are designed to help you achieve your unique retirement goals.
9400 Honsa Ave, Windsor, CA 95492, United States -
SCORE
● ClosedSCORE is a finance institution located at 73733 Fred Waring Drive in Palm Desert, California, United States. We specialize in helping small businesses in the Coachella Valley thrive, offering free business mentoring, low-cost or no-cost training, and various tools and templates to support business growth. Our institution also provides free webinars on Amazon selling success, led by experts directly from Amazon. Whether you're a new or existing seller, our webinar series can help you boost your business on Amazon.
73733 Fred Waring Dr SUITE 211, Palm Desert, CA 92260, United States -
Chartwell Financial Advisory, Inc.
● OpenChartwell 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.
155 N Riverview Dr #207, Anaheim, CA 92808, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
610 Newport Center Dr #280, Newport Beach, CA 92660, United States -
UBS International
● ClosedUBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
600 W Broadway # 2800, San Diego, CA 92101, United States -
CRM Financial Services
● ClosedCRM 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.
36 N Euclid Ave suite a, National City, CA 91950, United States -
MHM (Mayer Hoffman McCann P.C.)
● OpenMHM (Mayer Hoffman McCann P.C.) is a leading accounting and finance institution located at 10616 Scripps Summit Court in San Diego, California. Specializing in serving the Life Sciences and Technology industries, MHM is known for its expertise in working with public companies, start-ups, and growing private companies. With a national Life Sciences practice headquartered in San Diego, MHM offers audit services to private companies preparing for IPOs or acquisitions. Collaborating closely with CBIZ for tax services, MHM provides value-added services and a team of experts to meet the unique needs of each client. With a focus on providing personalized service and cost-effective solutions, MHM's Shareholders are actively involved in client engagements to ensure high-level expertise and superior quality control. Drawing on over 60 years of experience, MHM uses its global resources to offer best practices and sound guidance to help organizations make informed decisions and meet their requirements. MHM is committed to understanding each client's needs and delivering tailored solutions to support their growth and success.
10616 Scripps Summit Ct, San Diego, CA 92131, United States -
Jolene Macpherson - Thrivent
● ClosedJolene Macpherson - Thrivent is a financial institution located at 1032 Lea Drive, San Rafael, California, United States. Licensing is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and not available in all states.
1032 Lea Dr, San Rafael, CA 94903, United States -
Oui Financial
● ClosedOui 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.
855 Lincoln Way, San Francisco, CA 94122, United States -
Mark Gronert - Thrivent
● ClosedMark Gronert - Thrivent is a finance institution located at 2021 The Alameda, San Jose, California, United States. Licensing for insurance products is available through the State Insurance Department's website, which can be found on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, so clients are encouraged to consult with their attorney or tax professional. Thrivent provides advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients have the option to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
2021 The Alameda STE 140, San Jose, CA 95126, United States -
Carol Hack - Thrivent
● ClosedCarol Hack - Thrivent is a finance institution located at 1515 Meridian Avenue in San Jose, California, United States. The institution is licensed in multiple states including California, Colorado, Idaho, Michigan, Minnesota, North Dakota, Nevada, Oregon, and Washington. Licensing information can be found on the website of the National Association of Insurance Commissioners. Thrivent and its financial professionals do not offer legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent provides financial advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
1515 Meridian Ave # 201, San Jose, CA 95125, United States -
Monica Bellizzi - Thrivent
● ClosedMonica Bellizzi - Thrivent is a finance institution located at 6066 McAbee Road in San Jose, California, United States. Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which involves reviewing and analyzing a client’s financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
6066 McAbee Rd, San Jose, CA 95120, United States -
Brian Boyle - Thrivent
● ClosedBrian Boyle - Thrivent is a finance institution located at 5290 Overpass Road in Santa Barbara, California, United States. The institution is licensed in multiple states including AR, AZ, CA, CO, FL, HI, IA, ID, IN, MI, MN, MO, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TX, UT, WA, and WI. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but offer advice and guidance through their Financial Planning Framework. Clients can choose to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc.
5290 Overpass Rd STE 115, Santa Barbara, CA 93111, United States -
Kelsey Esswein - Thrivent
● ClosedKelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States
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