Organization Category: Finance & Insurance
G&S Accountancy
G&S Accounting in Upland is your trusted partner for all things financial, providing personalized accounting, bookkeeping, and tax preparation services for both individuals and businesses. With a focus on accuracy, transparency, and client education, the G&S team takes pride in helping clients make informed financial decisions year-round — not just at tax time. Whether you’re…
Merrill Lynch/Cesar Espinoza
Cesar Espinoza is a trusted Financial Advisor with Merrill Lynch Wealth Management located in Ontario, California, serving clients in California and beyond. He holds the professional designations CFP® (CERTIFIED FINANCIAL PLANNER®), CIMA® (Certified Investment Management Analyst®), and CPFA®, reflecting his expertise in holistic financial planning, investment management, and retirement strategies. With a client-centered philosophy, Cesar…
Security National Life Insurance Company
I became a Final Expense Agent after watching my family struggle through my dad and grandma’s funeral arrangements while trying to grieve. I realized most families haven’t financially prepared for their loved one’s passing. I specialize in affordable final expense plans for ages 0-99, including people with all health challenges. Let me show you how…
Pacific Advisors, Tracy Haraksin, RICP®, CEPA®, CLTC®
I work with business owners and C-suite executives who want confidence that their wealth is growing strategically—so they can maintain the freedom and resources to live life on their terms and be in a better position no matter what comes their way.
FOOTHILL FEDERAL CREDIT UNION
Foothill Credit Union, established in 1958, is a not-for-profit, member-owned financial cooperative dedicated to serving school districts, hospitals, and select businesses in California’s San Gabriel Valley. With branch locations in Arcadia, Covina, and Glendora, the credit union offers a comprehensive range of financial services, including checking and savings accounts, auto and home loans, credit cards,…
Planet Home Lending
Planet Home Lending is a full-service residential mortgage lender that offers a wide range of home loan products and services to help individuals and families achieve their homeownership goals. Specializing in both conventional and government-backed loans, they provide personalized lending solutions, including refinancing, home purchase financing, and loan servicing. With a commitment to customer satisfaction…
Equity 401K Consultants
We exist to help business owners and their employees meet their financial goals by providing premiere retirement plan solutions and consulting services. Whether you are looking for investment support or total plan management, we are your advocates in all things related to retirement benefits. With Equity 401K Consultants, you can build wealth through investments, implement…
