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.
Edward Jones – Michael Delgado
I help individuals and businesses accomplish their financial goals by helping them organize, plan, protect, and transfer their wealth.
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…
