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Palm Desert, California - Financial Services search results Premier Listings

Important Financial Service Terms

Financial service professionals help manage the financial interest of corporations and individuals. The management professionals in this industry will advise clients about financial investments and retirement. Banks and firms will often employ these workers who will either specialize in the personal or commercial sector. Other services provided by banks include issuing credit cards, giving out loans and providing investment consulting services. The financial industry may place a certain value on a company based on its cash flow, assets, liabilities and capital. As technology has advanced, financial firms allow clients to view and track their accounts and investments online.

  • Dividend - A dividend is a payment that is given to shareholders based on the amount of shares they own and the profits earned by the company.
  • Cash Flow - Cash flow if the movement of cash in and out for an individual or business.
  • Liabilities - Liabilities are a term used to describe the amount of debt a person or business owes.
  • Assets - Assets are the items owned by an individual or business. Examples of assets may include homes, buildings, products, vehicles or stocks.
  • Overhead - Overhead is the amount of expenses it costs to operate a business on day to day basis. For example, products, such as printing paper and ink, will be considered as part of the overhead.
  • 401 K Plan - A 401 K plan is a contribution plan that is offered by a business to employers for retirement purposes.
  • Initial Public Offering or IPO - An IPO is the initial offering of privately owned shares of a company to the public.
    Temecula, CA 92591
    Whether you need help with a loan or debt management, call our local Palm Desert area financial services for assistance. Making sure you build, not destroy your credit with our Palm Desert financial services.
    Pacific Appraisal
    Temecula, CA 92590
    If you are in need of financial services in the local Palm Desert area, don't wait to call our experts. We help with loans, mortgages, and consolidating debts so you can live easier and happier.
    National Assn. of Personal Financial Advisors
    Arlington Height, IL 60004
    The members of our association come the most recommended from clients across the nation. We are dedicated to providing you with the latest industry information and financial planning services.
    Financial Solutions | Notes
    California, CA 95307
    Palm Desert Financial Services offering the community the financial solutions they need. Our company specializes in buying and selling Notes & Real Estate Notes & much more. We are currently among the best Financial Companies serving the Palm Desert area.
    Fast Mortgage Inc.
    Tracy, CA 95376
    Don't waste time with imitators, and come straight to the experts if you're in need of financial services. We make sure you get the consultation to help you move forward with our financial services.
    Financial Service Centers of America
    Washington, DC 20036
    For assistance with any type of financial issues in the local Palm Desert area, just come by our financial services. Make sure you get the most professional financial services from our representatives.
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    Centerpointe Capital
    78-000 Fred Waring Dr. Ste. 20, Palm Desert, CA 92211
    We host a multitude of mortgage based loan products to include residential, multi-unit, commercial and raw land. Our investors range from institutional wholesale lenders to hard money. We also provide attorney driven credit repair that is fast and effective.
    (760) 568-4700
    Price Financial
    We are a group of professional accountants that is here to handle all of your needs. We assist with a long list of tasks, including all CPA and financial services for small business and individuals.
    (760) 564-2631
    Silex Strategies
    45915 Oasis St, Indio, CA 92201
    Contact our consulting firm at (442) 274-0753 in Indio, CA, for top-quality asset management services.
    (442) 274-0753
    TriMark Financial Solutions
    35442 Calle Solana, Cathedral City, CA 92234
    TriMark Financial Solutions provides distressed mortgage solutions by providing assistance to homeowners who are distressed because of high mortgage payments and are looking for a long term solution.
    (760) 324-6410
    Blackwell -Donaldson & Company
    78284 Bovee Cir, Palm Desert, CA 92211
    (760) 772-8676
    Dolphin Financial Services
    77570 Springfield Ln, Palm Desert, CA 92211
    (760) 772-8355
    Di Tomaso Family Invs #
    75048 Gerald Ford Dr, Palm Desert, CA 92211
    (760) 773-0892
    Waddell & Reed
    77564 Country Club Dr, Palm Desert, CA 92211
    (760) 772-4244
    Investors Group Financial Services
    76216 Sweet Pea Way, Palm Desert, CA 92211
    (760) 772-6920
    U.S. Bank - Palm Desert-University Village CA Offi
    36975 Cook St, Palm Desert, CA 92211
    (760) 773-6563
    Legacy Financial Services
    77564 Country Club Dr, Palm Desert, CA 92211
    (760) 200-1122
    U.S. Bank ATM - Palm Desert-University Village
    36975 Cook St, Palm Desert, CA 92211
    (800) 872-2657
    Wells Fargo Bank
    77952 Country Club Dr, Palm Desert, CA 92211
    (760) 200-3000
    Wells Fargo Bank
    34340 Monterey Ave, Palm Desert, CA 92211
    (760) 321-7601
    Mmgc Financial Services
    78000 Fred Waring Dr, Palm Desert, CA 92211
    (760) 360-1220

    The term "financial services" is a broad one, and it can include anything from money and portfolio management to annuity and investment advice. Financial services are typically provided by financial planners, which are experts who offer financial advice, investment banking services, personal investing strategies, and account management. They may assist small business customers, or large billion-dollar corporations. Even individuals can benefit from the services of financial planners. Many companies are on hand 24x7 through their websites, offering virtual access to advisors at any time. Clients or potential clients can sign up for newsletters, receiving up-to-date information on money management strategies, estate planning, retirement, earnings, and debt consolidation. Financial planners and consultants, who may work within a brokerage firm, can advise on all of these aspects and more, including stocks and bonds, property assets, and life insurance. Online services abound, with clients able to access mortgage calculators, online account management, equity research, and the latest stock market numbers. Many consumers find financial services through others' recommendations. This is a good method, but the internet is also a good resource to finding the financial service solutions that meet your needs. One can also find information on how the government and other institutions regulate financial service market activity. Some financial services focus on government sponsored enterprises, along with benefits, grants, and financial aid offerings. Others operate in the private sector, focusing on annuity funds, retirement plans, acquisition financing, mutual funds, and direct banking. Still others advise on cost containment, debt settlement programs, e-business, and capital markets. Financial services can also refer to financing for autos and other motor vehicles. Customers can lease or buy an auto, depending on budget and other factors. Lease and purchase rates can be negotiated by banks and other financial institutions.
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