Irvine Chamber - Financial Services

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Irvine Chamber - Financial Services

401(k) Advisors

401(k) Advisors is a retirement plan consulting company whose comprehensive network of services helps protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants.

MEMBER SINCE:

6/30/2009

CONTACT:

Kyle Posvistak, Mr.

PHONE NUMBER:

(949)460-9898

ADDRESS:

401(k) Advisors
120 Vantis Road, Suite 400
Aliso Viejo, 92656

Ace Capital Group

MEMBER SINCE:

5/30/2006

CONTACT:

Kevin Perkins, Mr.

PHONE NUMBER:

(949)596-4115

ADDRESS:

Ace Capital Group
4040 Barranca Parkway, Suite 280
Irvine, 92604

Bowermaster & Associates Insurance Agency Inc.

Bowermaster & Associates is a leading independent insurance agency in California, consistently providing clients with better service and value in developing cost-effective, creative solutions to Insurance, Financial and HR Consulting challenges.

MEMBER SINCE:

12/21/2004

CONTACT:

Garrett J. Stinson, Mr.

PHONE NUMBER:

(714)733-6200

ADDRESS:

Bowermaster & Associates Insurance Agency Inc.
10805 Holder Street, Suite 350
Cypress, 90630

Brian Young

'With more than 100 years of service, Mutual of Omaha is a premier financial services company. We offer insurance and investment solutions designed for an array of individual and business needs. Begin Today!'

MEMBER SINCE:

10/20/2009

CONTACT:

Brian Young, Mr.

PHONE NUMBER:

(949)852-9119

ADDRESS:

Brian Young
2601 Main Street, Ste. 960
Irvine, 92614

BTA Advisory Group

BTA is known as one of the Nation's top business advisors, offering owners who are too busy being successful a myriad of solutions to assist them with business succession, tax planning and retirement funding. Serving So. OC for nearly 40 years

MEMBER SINCE:

2/13/2006

CONTACT:

Jordan Maslyn, Mr.

PHONE NUMBER:

(949)900-0099

ADDRESS:

BTA Advisory Group
15520 Rockfield Blvd., Suite G
Irvine, 92618

Carter Capital

Carter Capital negotiates with the IRS and State Tax Agencies to lower the amount private citizens and companies owe to back-taxes and penalties.

MEMBER SINCE:

3/31/2009

CONTACT:

Craig Campanaro, Mr.

PHONE NUMBER:

(888)988-9868

ADDRESS:

Carter Capital
9560 Research Drive
Irvine, 92618

CDA Processing

CDA Processing is a full service debt settlement company approved within 48 states.

MEMBER SINCE:

2/8/2010

CONTACT:

Tala Salimi, Mrs.

PHONE NUMBER:

(866)232-1145

ADDRESS:

CDA Processing
16500 Bake Parkway, Suite 200
Irvine, 92618

Cinergy Commercial Capital, Inc.

We are an asset-based commercial lender providing small and midsized businesses with working capital and financing solutions for growth. We produce approvals for equipment leasing, accounts receivable financing and credit card cash advances.

MEMBER SINCE:

11/30/2009

CONTACT:

Jan Ibey, Ms.

PHONE NUMBER:

(949)460-6448

ADDRESS:

Cinergy Commercial Capital, Inc.
23046 Avenida de la Carlota, Suite 600
Laguna Hills, 92653

Clarity Asset Group & Debt Relief

“Clarity Asset Group & Debt Relief aims to resolve our clients unsecured debts through negotiation with their creditors. We emphasize clarity, disclosure, education, and customer service in our business practice.”

MEMBER SINCE:

5/8/2009

CONTACT:

Monique Farinha,

PHONE NUMBER:

(888)248-1110

ADDRESS:

Clarity Asset Group & Debt Relief
15375 Barranca Parkway Ste. A203
Irvine, 92618

Colin Smith - Financial Advisor

MEMBER SINCE:

10/10/2007

CONTACT:

Colin Smith, Mr.

PHONE NUMBER:

(714)557-8725

ADDRESS:

Colin Smith - Financial Advisor
1525 Mesa Verde Drive E #116
Costa Mesa, 92626

Creativity And Innovation Driving Business

Uncommon insights, strategy and solutions that make innovation a sustainable competitive advantage, help build an innovation factory, launch successful innovations, effect change and grow your business.

MEMBER SINCE:

11/6/2007

CONTACT:

Sanjay Dalal, Mr.

PHONE NUMBER:

(949)544-1334

ADDRESS:

Creativity And Innovation Driving Business
4521 Campus Drive, #354
Irvine, 92612

Edward Jones

MEMBER SINCE:

3/30/2009

CONTACT:

Michael Gay, Mr.

PHONE NUMBER:

(949)757-0878

ADDRESS:

Edward Jones
2010 Main Street, Suite 310
Irvine, 92614

Endeavor Financial Solutions

With over 100 years in financial experience we provide debt settlement and loan modification services to consumers struggling with credit card and/or mortgage debt.

MEMBER SINCE:

7/17/2008

CONTACT:

Michael Clary, Mr.

PHONE NUMBER:

(949)769-3903

ADDRESS:

Endeavor Financial Solutions
32 Discovery, Suite 160
Irvine, 92618

FMC Financial Group l MassMutual

Chris actively hires, trains and manages Financial Advisors. Chris also provides investments, insurance and estate planning.

MEMBER SINCE:

5/27/2004

CONTACT:

Christopher Bissonnette, CFS, Mr.

PHONE NUMBER:

(949)225-9398

ADDRESS:

FMC Financial Group l MassMutual
4695 MacArthur Court., Suite 1000
Newport Beach, 92660

H & R Block

We offer full-service small business & corporate tax preparation, audit assistance, personal tax return reviews and free tax presentations. Call us today and learn how we can help you!

MEMBER SINCE:

8/29/2008

CONTACT:

Stephanie Whetstone, Ms.

PHONE NUMBER:

(714)730-8074

ADDRESS:

H & R Block
3971 Irvine Blvd, Suite 100
Irvine, 92602

H & R Block

We offer full-service small business & corporate tax preparation, audit assistance, personal tax return reviews and free tax presentations. Call us today and learn how we can help you!

MEMBER SINCE:

8/29/2008

CONTACT:

Stephanie Whetstone, Ms.

PHONE NUMBER:

(949)786-1040

ADDRESS:

H & R Block
14220 Culver Drive, Suite C
Irvine, 92604

H & R Block

We offer full-service small business & corporate tax preparation, audit assistance, personal tax return reviews and free tax presentations. Call us today and learn how we can help you!

MEMBER SINCE:

8/29/2008

CONTACT:

Stephanie Whetstone, Ms.

PHONE NUMBER:

(949)653-6769

ADDRESS:

H & R Block
4330 Barranca Parkway, Suite 150-A
Irvine, 92604

H & R Block

We offer full-service small business & corporate tax preparation, audit assistance, personal tax return reviews and free tax presentations. Call us today and learn how we can help you!

MEMBER SINCE:

8/29/2008

CONTACT:

Stephanie Whetstone, Ms.

PHONE NUMBER:

(949)856-1040

ADDRESS:

H & R Block
4255 Campus Drive, Suite A-116
Irvine, 92612

H & R Block Premium

We offer full-service small business & corporate tax preparation, audit assistance, personal tax return reviews and free tax presentations. Call us today and learn how we can help you!

MEMBER SINCE:

8/29/2008

CONTACT:

Stephanie Whetstone, Ms.

PHONE NUMBER:

(949)474-2008

ADDRESS:

H & R Block Premium
18831 Von Karman Avenue, Suite 100
Irvine, 92612

LPL Financial

LPL Financial Services specializes in retirement and investment management services. We believe that money is merely a tool to help you achieve your dreams and goals.

MEMBER SINCE:

1/16/2003

CONTACT:

Robert Schiff, Mr.

PHONE NUMBER:

(949)475-9052

ADDRESS:

LPL Financial
2192 Dupont Drive, Suite 106
Irvine, 92612

New York Life Insurance

We provide products and services that enable businesses and families to build, protect and preserve their assets.

MEMBER SINCE:

1/29/2001

CONTACT:

David Mussehl, Mr.

PHONE NUMBER:

(949)797-2400

ADDRESS:

New York Life Insurance
2020 Main St., Suite 200
Irvine, 92614

Pacific Venture Club

The Pacific Venture Club facilitates entrepreneurs by providing financing assistance, management assistance, industry connections and marketing resources.

MEMBER SINCE:

12/17/2009

CONTACT:

Robert Coleman, Mr.

PHONE NUMBER:

(707)762-2170

ADDRESS:

Pacific Venture Club
501 Second Street
Petaluma, 94952

Principal Financial Group

The Principal Financial Group is a leading financial institution offering businesses and individuals a wide range of financial products and services including retirement and investment services, life, disability and health insurance and mortgage banking.

MEMBER SINCE:

6/6/2003

CONTACT:

Curtis Hollowell, Mr.

PHONE NUMBER:

(949)442-6940

ADDRESS:

Principal Financial Group
18101 Von Karman Ave. #1150
Irvine, 92612

Royal Alliance Associates, Inc.

AIG's 401(K) Plan is nationally endorsed by the U.S. Chamber of Commerce and locally by your Irvine Chamber. The Chamber plan is now available to all members through the BONUS Program.

MEMBER SINCE:

9/23/2004

CONTACT:

Fernando Moreira, Mr.

PHONE NUMBER:

(949)261-8630

ADDRESS:

Royal Alliance Associates, Inc.
4701 Teller Avenue, Suite 101
Newport Beach, 92660

Savino Tax Advisory Group

We provide tax, investment and insurance services to assure our clients meet their lifestyle and legacy goals. We assist with protecting assets, reducing taxes and avoiding common mistakes in planning for the future.

MEMBER SINCE:

6/30/2009

CONTACT:

Joan Savino, Ms.

PHONE NUMBER:

(949)233-6308

ADDRESS:

Savino Tax Advisory Group
21 Willowgrove
Irvine, 92604

Signature Estate and Investment Advisors, LLC

MEMBER SINCE:

10/12/2007

CONTACT:

Amy Rivera, Mrs.

PHONE NUMBER:

(949)705-5188

ADDRESS:

Signature Estate and Investment Advisors, LLC
2010 Main Street # 350
Irvine, 92614

Signature Resources Insurance and Financial Services, Inc.

At Signature Resources, we work with our individual and business clientele to blend the art and science of wealth management in order to provide a unique financial planning experience.

MEMBER SINCE:

6/21/2006

CONTACT:

Gregory Kaltenbach, Mr.

PHONE NUMBER:

(949)794-0800

ADDRESS:

Signature Resources Insurance and Financial Services, Inc.
2601 Main Street, Suite 700
Irvine, 92614

Smith Barney

As a Guided Portfolio Manager and Chartered Retirement Planning Counselor with Smith Barney I design, implement and monitor customized investment strategies that are both tax efficient and cost effective.

MEMBER SINCE:

12/30/2008

CONTACT:

Ryan Yuhnke, Mr.

PHONE NUMBER:

(949)717-5428

ADDRESS:

Smith Barney
660 Newport Center Drive, Suite 1100
Newport Beach, 92660

State Farm Insurance

I love what I do because I make a difference in people's lives. I help them create a plan for their financial future while also protecting their families and their assets from the unexpected event. Please give us a call for a free insurance and financial review.

MEMBER SINCE:

2/14/2006

CONTACT:

Sharon Leung, Ms.

PHONE NUMBER:

(949)252-0900

ADDRESS:

State Farm Insurance
18004 Sky Park Circle, Suite 250
Irvine, 92614

State Street Investment Manager Solutions

World's leading provider of financial services to institutional investors, our broad and integrated range of services spans the entire investment spectrum, including research, investment management, trading services and investment servicing.

MEMBER SINCE:

4/9/2008

CONTACT:

Michael Goonan, Mr.

PHONE NUMBER:

(949)932-3000

ADDRESS:

State Street Investment Manager Solutions
48 Discovery
Irvine, 92619

Sunwest Bank

Sunwest Bank, headquartered in Tustin, is the premier small and middle market business bank in southern California.

MEMBER SINCE:

1/15/2010

CONTACT:

Andy Lamb, Mr.

PHONE NUMBER:


ADDRESS:

Sunwest Bank
17542 E. 17th Street, Suite 200
Tustin, 92780

Sunwest Bank

Sunwest Bank, headquartered in Tustin, is the premier small and middle market business bank in southern California.

MEMBER SINCE:

1/10/2010

CONTACT:

Andy Lamb, Mr.

PHONE NUMBER:


ADDRESS:

Sunwest Bank
1500 Quail Street, Suite 120
Newport Beach, 92660

Swiss Capital Harbor

Swiss Capital Harbor-USA, headquartered in Albany, New York, is a privately owned global financial investment firm. We believe we are different from other international investment managers.

MEMBER SINCE:

5/29/2009

CONTACT:

Christopher Bass, Mr.

PHONE NUMBER:

(518)512-5120

ADDRESS:

Swiss Capital Harbor
19800 MacArthur, 3rd Floor
Irvine, 92612

Wells Fargo Bank

MEMBER SINCE:

5/30/2006

CONTACT:

Sandy Steed, Ms.

PHONE NUMBER:

(949)251-6008

ADDRESS:

Wells Fargo Bank
2030 Main Street, Suite 1100
Irvine, 92614

Wells Fargo Bank - Corporate Business Center

Business Banking Center for the Irvine area offering a wide array of both business and consumer services including home mortgage, equity lines, equipment loans, investments, checking accounts and more.

MEMBER SINCE:

6/30/2004

CONTACT:

Charles Phillips, Mr.

PHONE NUMBER:

(949)862-7430

ADDRESS:

Wells Fargo Bank - Corporate Business Center
2540 Main Street, Suite R
Irvine, 92614

Wells Fargo Bank - Culver

MEMBER SINCE:

5/30/2006

CONTACT:

Nalini Barton, Mrs.

PHONE NUMBER:

(949)559-0170

ADDRESS:

Wells Fargo Bank - Culver
14468 Culver Drive
Irvine, 92604

Wells Fargo Bank - Northwood Office

MEMBER SINCE:

5/30/2006

CONTACT:

Justin Neiman, Mr.

PHONE NUMBER:

(714)832-1143

ADDRESS:

Wells Fargo Bank - Northwood Office
13140 Yale Street
Irvine, 92620

Wells Fargo Bank - Quail Hill

MEMBER SINCE:

5/30/2006

CONTACT:

Dominic Nguyen, Mr.

PHONE NUMBER:

(949)823-2700

ADDRESS:

Wells Fargo Bank - Quail Hill
6503 Quail Hill Parkway
Irvine, 92603

Wells Fargo Bank - Trabuco Grove

MEMBER SINCE:

4/6/2006

CONTACT:

David Treffery, Mr.

PHONE NUMBER:

(949)552-2523

ADDRESS:

Wells Fargo Bank - Trabuco Grove
14211 Jeffrey Road
Irvine, 92620

Wells Fargo Bank - Woodbridge Office

MEMBER SINCE:

5/30/2006

CONTACT:

Titi Vu, Mr.

PHONE NUMBER:

(949)552-2049

ADDRESS:

Wells Fargo Bank - Woodbridge Office
4850 Barranca Parkway
Irvine, 92604