Wells fargo investment services in California
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Wells Fargo Bank
● ClosedWells Fargo Bank - Long Beach, CA Welcome to Wells Fargo Bank, conveniently located at 4601 2nd Street, Long Beach, California 90803. As a leading financial institution, we are committed to providing exceptional banking services tailored to meet your financial needs. Whether you're looking to manage your personal finances, explore investment opportunities, or require business banking solutions, our team of experienced professionals is here to guide you every step of the way.
4601 2nd Street, Long Beach, California 90803, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 17037 Bellflower Boulevard in Bellflower, California. As a trusted leader in banking and financial services, we are committed to providing our community with a comprehensive range of financial solutions. Whether you're looking to manage your personal finances, explore lending options, or plan for the future, our dedicated team is here to assist you every step of the way. At this location, we offer a full suite of banking services including personal and business accounts, loans, credit cards, and investment advice. Our state-of-the-art ATM services ensure you have access to your funds whenever you need them, with features that include cash withdrawals, deposits, and balance inquiries.
17037 Bellflower Boulevard, Bellflower, California 90706, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 9323 Firestone Boulevard in Downey, California. As a leading financial institution, we are committed to providing exceptional banking services to meet the diverse needs of our community. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our team is here to assist you every step of the way. Our Downey branch offers a full range of financial services, including personal and business banking, loans, credit cards, and investment advice. With our state-of-the-art ATMs, you can easily access your accounts, make deposits, and withdraw cash at your convenience.
9323 Firestone Boulevard, Downey, California 90241, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 2096 North Bellflower Boulevard, Long Beach, California 90815. As a trusted name in the financial industry, we are committed to providing exceptional banking services tailored to meet your needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, mortgages, and investment services. Whether you're looking to manage your daily finances, secure a loan, or plan for your future, our experienced team is here to assist you every step of the way. For your convenience, we also provide a 24/7 ATM service, ensuring you have access to your funds whenever you need it. Visit us today and experience the personalized service and financial expertise that Wells Fargo Bank is known for. Your financial success is our priority.
2096 North Bellflower Boulevard, Long Beach, California 90815, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 8737 Washington Boulevard, Pico Rivera, California. As a trusted name in banking and finance, we are dedicated to providing exceptional service to meet all your financial needs. Our branch offers a comprehensive range of services, including personal and business banking, mortgage solutions, investment advice, and more. Whether you're looking to open a new account, apply for a loan, or simply use our ATM facilities, our knowledgeable staff is here to assist you. Visit us today to experience the commitment and reliability that Wells Fargo is known for.
8737 Washington Boulevard, Pico Rivera, California 90660, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 6402 East Spring Street, Long Beach, California 90815. As a trusted financial institution, we are committed to providing exceptional banking services to meet your personal and business needs. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, credit cards, and investment options. Additionally, our on-site ATM services ensure you have easy access to your funds whenever you need them. Our friendly and knowledgeable staff are here to assist you with all your financial goals, providing personalized service and expert advice. Whether you're looking to open a new account, apply for a loan, or simply withdraw cash, Wells Fargo Bank in Long Beach is here to serve you. Visit us today and experience the difference of a bank that puts you first.
6402 East Spring Street, Long Beach, California 90815, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 11701 Telegraph Road, Santa Fe Springs, California. As a trusted name in banking and finance, we are committed to providing exceptional financial services to individuals and businesses in the community. Our branch offers a comprehensive range of services including personal and business banking, mortgage and loan services, investment advice, and wealth management. Additionally, our on-site ATM ensures you have 24/7 access to your accounts for quick and secure transactions. Whether you’re looking to open a new account, apply for a loan, or seek financial guidance, our knowledgeable and friendly team is here to help you achieve your financial goals. Visit us today and experience the personalized service that Wells Fargo Bank is known for.
11701 Telegraph Road, Santa Fe Springs, California 90670, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 11732 Firestone Boulevard, Norwalk, California. As a trusted provider of financial services, we are dedicated to serving the Norwalk community with a wide range of banking solutions. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our experienced team is here to assist you every step of the way. Our branch offers a comprehensive suite of services including checking and savings accounts, personal and business loans, credit cards, investment advice, and more. Additionally, our on-site ATM provides 24/7 access to your accounts for your convenience. At Wells Fargo Bank, we are committed to helping you achieve financial success with personalized service and expert guidance. Visit us today and discover how we can support your financial goals.
11732 Firestone Boulevard, Norwalk, California 90650, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 12310 Seal Beach Boulevard in Seal Beach, California. As a trusted institution in the banking and financial services sector, we are committed to providing exceptional service to meet all your financial needs. Whether you're looking to open a new account, apply for a loan, or simply need access to our ATM services, our dedicated team is here to assist you with personalized solutions. Our branch offers a full range of services including personal and business banking, investment advice, and more. Visit us today and experience the difference of working with a bank that prioritizes your financial well-being. Wells Fargo Bank - where your financial future is our priority.
12310 Seal Beach Boulevard, Seal Beach, California 90740, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, your trusted partner in banking and finance located at 13916 Seal Beach Boulevard, Seal Beach, California. At Wells Fargo, we are committed to providing exceptional financial services to meet your personal and business needs. Whether you're looking to open a new account, apply for a loan, or simply use our convenient ATM services, our friendly and knowledgeable staff are here to assist you every step of the way. Our Seal Beach branch offers a comprehensive range of banking solutions, including checking and savings accounts, credit cards, mortgages, and investment opportunities. We pride ourselves on our customer-centric approach, ensuring a seamless and secure banking experience. Visit us today and discover why Wells Fargo is a name you can trust in the world of finance.
13916 Seal Beach Boulevard, Seal Beach, California 90740, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 7202 Greenleaf Avenue in the heart of Whittier, California. As a trusted name in banking and financial services, we are committed to providing exceptional service to meet all your financial needs. Whether you're looking to manage your personal finances, open a new account, or explore investment opportunities, our knowledgeable and friendly staff are here to assist you every step of the way. Our branch offers a full range of services including personal and business banking, loans, credit cards, and investment advice. For your convenience, we also provide a 24/7 ATM service, ensuring you have access to your money whenever you need it. At Wells Fargo Bank, we prioritize customer satisfaction and strive to build lasting relationships with our clients.
7202 Greenleaf Avenue, Whittier, California 90602, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 13355 South Street, Cerritos, California. As a leading financial institution, we are dedicated to providing exceptional banking services and personalized financial solutions to meet the diverse needs of our community. Whether you're looking to manage your personal finances, open a new account, or explore investment opportunities, our knowledgeable staff is here to assist you every step of the way. At our Cerritos location, you can access a wide array of services, including checking and savings accounts, loans, credit cards, and investment advice. Our state-of-the-art ATMs are available 24/7, offering you the convenience of banking anytime you need. We pride ourselves on creating a welcoming environment where you can feel confident and secure in your financial decisions.
13355 South Street, Cerritos, California 90703, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 16531 Bolsa Chica Street in Huntington Beach, California. As a trusted name in banking and finance, we are committed to providing exceptional service and comprehensive financial solutions to meet your personal and business needs. Our branch offers a wide range of services, including personal and business banking, loans, credit cards, and investment guidance. Additionally, our on-site ATM ensures you have 24/7 access to your accounts for withdrawals, deposits, and other essential banking transactions. At Wells Fargo Bank, we prioritize your financial well-being and strive to make banking simple and accessible. Visit us today and experience the personalized service and financial expertise that have made us a leader in the industry.
16531 Bolsa Chica Street, Huntington Beach, California 92649, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 638 Camino De Los Mares, San Clemente, California. As a trusted financial institution, we are committed to providing exceptional banking services to our community. Our branch offers a comprehensive range of financial solutions, including personal and business banking, loans, credit cards, and investment services. With our 24/7 ATM services, you can access your accounts and manage your finances with ease and convenience. Whether you need assistance with everyday banking or are planning for your financial future, our knowledgeable and friendly staff are here to help you every step of the way. Visit us today to experience the personalized service and expertise that Wells Fargo is known for.
638 Camino De Los Mares, San Clemente, California 92673, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 601 North El Camino Real, San Clemente, California. As a trusted name in banking and finance, we are committed to providing our community with comprehensive financial services. Whether you need to manage your daily banking needs, explore lending options, or seek financial advice, our dedicated team is here to assist you. Our branch offers a full range of services, including personal and business banking, mortgages, loans, and investment guidance. Additionally, our on-site ATM ensures you have 24/7 access to your funds. Visit us today and experience the personalized service and financial expertise that Wells Fargo Bank is known for. Your financial well-being is our priority.
601 North El Camino Real, San Clemente, California 92672, United States -
Ford Road Plaza
● OpenFord Road Plaza is a vibrant community located at 215 Ford Road in San Jose, California. This beautifully landscaped complex features a central courtyard with walking paths, playgrounds, picnic areas, and barbeque spots. What was once a neglected lot has been transformed into a cluster of homes that enhance the neighborhood and provide a thriving environment for families. Onsite amenities at Ford Road Plaza include a spacious community room with a full kitchen, a lounge area, and a computer learning center. The location is ideal, with easy access to a major shopping center and various transportation options such as the Blossom Hill Caltrain station, VTA bus stop, and the VTA light rail Cottle Station.
215 Ford Rd, San Jose, CA 95138, United States -
Farmers Insurance - Iztaccuauhtli Gonzalez
● ClosedFarmers Insurance - Iztaccuauhtli Gonzalez is an insurance agency located at 3012 Railroad Avenue in Pittsburg, California. As a local Farmers® Agent, I am dedicated to helping customers find the insurance coverage that best fits their needs. Whether you are looking for Auto, Home, Renters, Business, Life Insurance, Retirement Planning, or Savings for your children's College Fund, I have the knowledge and experience to assist you in understanding your coverage options. Visit us across from Wells Fargo between Atlantic Cir and Railroad Ave for personalized service. I can help you navigate through the complexities of insurance, whether you need comprehensive coverage, collision coverage, deductibles, or medical payments. I can also provide you with an online Auto insurance quote and inform you about insurance discounts that can save you money.
3012 Railroad Ave, Pittsburg, CA 94565, United States -
Merrill Lynch Financial Advisor Sameera Gupta
● ClosedMerrill Lynch Financial Advisor Sameera Gupta is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Sameera Gupta has over 20 years of experience in the Financial Services industry, working with global organizations such as Wachovia/Wells Fargo, Visa Inc., and Western Union. She specializes in helping clients achieve their financial goals and simplifying the complexities of their financial lives. Sameera has a deep understanding of global financial and banking products due to her experience living and working on four different continents. She serves individuals, small businesses, and senior corporate executives with unique and complex financial situations. Sameera supports various NGOs and is actively involved in charitable organizations such as Minds Matter. She is fluent in Hindi and resides in Los Altos with her family. Sameera offers personalized wealth management services through Merrill Personal Wealth Analysis™, focusing on building strong client relationships based on trust and personalized service. Whether you are planning for retirement, funding your children's education, or passing your wealth to future generations, Sameera works with you to develop a customized approach to help you achieve your financial goals. She believes in simplifying the complexities of investing and providing transparency to help you reach your goals. Sameera is committed to helping you navigate the financial and economic landscapes to pursue your goals.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Riviera Wealth Management
● ClosedRiviera Wealth Management is a prestigious finance institution located at 322 Vista Del Mar in Redondo Beach, California. Situated in the Hollywood Rivera section, our professional financial advisors work closely with individuals, families, and businesses to help them make informed decisions about their money, investments, retirement planning, and legacy planning. With over 80 years of combined experience, our team is dedicated to providing ethical investment planning and wealth management services tailored to each client's unique goals and risk tolerance. At Riviera Wealth Management, we pride ourselves on exceeding our clients' expectations by offering personalized and comprehensive concierge services. Our team is committed to understanding your financial needs, developing strategies to help you reach your goals, and guiding you towards financial success. We offer custom portfolio management, asset management services, and a range of financial planning solutions to meet your specific requirements.
322 Vista Del Mar, Redondo Beach, CA 90277, United States -
Syrios
● OpenSyrios is a finance institution located at 888 Prospect Street in San Diego, California, United States. The institution is proud to have Greg Syrios, Managing Director – Investments, recognized as one of 2023 Forbes Best-in-State Wealth Advisors. Syrios specializes in municipal bonds, which offer tax advantages over other types of fixed-income investments. The PIM® program offers customized portfolio management services tailored to individual investment goals, with a dedicated Financial Advisor overseeing the process. The Envision planning tool helps clients identify their specific financial needs and goals to create a personalized investment plan. Please note that services may be restricted based on residency, and investment products are offered through Wells Fargo Advisors. Visitors should be aware that by clicking on external links, they will be leaving the Wells Fargo website and entering a third-party site. It is important to review the policies and terms of any third-party website before providing personal information.
888 Prospect St # 301, La Jolla, CA 92037, United States -
Kingsway Financial Advisors
● OpenKingsway Financial Advisors is a finance institution located at 1512 North H Street, Lompoc, California, United States. This institution offers securities-related services to residents of specific states listed on their website. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on social media are those of third parties and do not necessarily reflect the views of the institution. It is important to review the policies and terms of any third-party websites linked to by Kingsway Financial Advisors.
1512 N H St Suite A, Lompoc, CA 93436, United States -
Ridgeline Private Wealth Management
● OpenRidgeline Private Wealth Management is a finance institution located at 400 West Ventura Boulevard in Camarillo, California, United States. We offer a flexible and customizable planning approach to help you achieve your financial goals with confidence. Our dedicated team is committed to helping investors thrive and succeed, ensuring that your unique needs are met. We provide investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states or countries, so please consult with us for more information. Follow us on social media for updates and valuable insights, and remember to review the terms and conditions before visiting any third-party websites.
400 W Ventura Blvd, Camarillo, CA 93010, United States -
Zambriski-Polson Wealth Advisors
● OpenZambriski-Polson Wealth Advisors is a boutique wealth management firm located at 2355 Crenshaw Boulevard in Torrance, California. Specializing in high-touch service, our team of Financial Advisors provide personalized investment management services using a state-of-the-art wealth management platform. Our PIM Portfolio Managers offer discretionary, active portfolio management for clients with a minimum account size of $50,000. We work on a fee-based relationship basis and strive to deliver a customized client experience tailored to individual financial goals. As an independent wealth management company, we utilize advanced technology and tools to provide top-quality service to our clients. Please note that our services are only available to residents of certain states and we recommend reviewing our advisory disclosure document for a full description of our services. Securities-related services may not be provided to individuals residing in states not listed above. For international clients, please be aware that our services may be subject to restrictions depending on your country of residence. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that by clicking on certain links, you may be leaving the Wells Fargo website and entering a third-party site with its own privacy and security policies. We recommend reviewing these policies before proceeding. Thank you for considering Zambriski-Polson Wealth Advisors for your financial needs.
2355 Crenshaw Blvd Suite 165, Torrance, CA 90501, United States -
Gomberg McQuilkin Wealth Management Group
● OpenGomberg McQuilkin Wealth Management Group is a finance institution located at 701 South Parker Street in Orange, California, United States. We offer investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Our services are available to residents of various states in the U.S., but may be subject to restrictions depending on client country of residence. Please note that opinions and actions taken on social media are those of third parties and do not necessarily reflect the views of our firm. By clicking on any external links, you will be leaving the Wells Fargo website and entering a privately owned website operated by a third-party. We recommend reviewing the terms and conditions of these third-party websites to fully understand their policies on privacy and security.
701 S Parker St, Orange, CA 92868, United States -
CCS Capital Management
● OpenCCS Capital Management is a finance institution located at 15373 Innovation Drive, Suite 100, San Diego, California, United States. They offer a wealth of information to educate and inform their clients, including articles, financial calculators, and a glossary of financial terms. Their services are available to residents of specific states in the U.S. and are provided through Wells Fargo Advisors Financial Network, LLC. Please note that investment products and services may have restrictions depending on client country of residence. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. The institution's social media presence is intended for U.S. residents only. It is important to note that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party website. Wells Fargo Advisors does not endorse the products and services of third-party websites and recommends reviewing their policies and terms and conditions before proceeding.
15373 Innovation Dr # 100, San Diego, CA 92128, United States -
First Summit WM
● OpenFirst Summit WM is a finance institution located at 301 University Avenue, Sacramento, California, United States. Our Advisory programs include services such as performance measurement, transaction costs, custody services, and trading. Fees are based on the assets in the account and are assessed quarterly, with a minimum fee per calendar quarter to maintain accounts. Please note that our services are only available to residents of select states in the U.S. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that by clicking on any external links, you will be leaving the Wells Fargo website and entering a third-party site. We recommend reviewing the third-party's policies and terms before proceeding. Thank you for choosing First Summit WM for your financial needs.
301 University Ave, Sacramento, CA 95825, United States -
Duncan-Newman Associates
● OpenDuncan-Newman Associates is a finance institution located at 30300 Agoura Road, Agoura Hills, California. Our goal is to be your lifelong financial advisors, and we have been recognized as a Forbes Best-In-State Wealth Management Team for 2023. We prioritize communication with our clients to ensure a successful partnership. Our services are available to residents of various states, and we offer investment products through Wells Fargo Advisors Financial Network, LLC. Please note that by visiting our website, you will be leaving the Wells Fargo Advisors site and entering a third-party website. We recommend reviewing their policies and terms before proceeding.
30300 Agoura Rd Suite B-280, Agoura Hills, CA 91301, United States
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