DANA POINT HARBOR BOAT SHOW
EXHIBITORS - FINANCE
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Allstate Products
From auto insurance to retirement solutions, learn more about the Allstate products that may be right for you. Then, contact Jason Perry, for the expertise and service you deserve.
At American First, our allegiance is to you, the Member. As a financial cooperative, owned entirely by members, our goal is to provide you with the highest quality financial services at the lowest possible cost.
We offer virtually the same services as other financial institutions. So why should you make American First your primary financial institution? Because when it comes to reaching your financial goals, We get you thereSM.
www.home.wachoviasecurities.com/robert.burns
As members of the BURNS INVESTMENT GROUP OF A.G. EDWARDS, Robert W. Burns, CFP (R), May Y. Jin, and Anthony A. Molina have a combined 50 years of industry experience helping investors work toward meeting their financial goals.
Whether your situation requires focused, one-on-one attention or the experience of the entire team, our combined knowledge and insight lets us present strategies to help meet your specific financial needs.
we work for a unique company that believes our clients should always come first. That philosophy gives us the freedom to help investors of all portfolio sizes and investment experiences, focusing solely on their financial goals. It's the BURNS INVESTMENT GROUP OF A.G. EDWARDS' client-first philosophy. It's the A.G. Edwards way of doing business.
A.G. Edwards is a division of Wachovia Securities, LLC. Member SIPC.
Incorporated in 1989, Dimen Financial Group Inc. is a nationwide financialservice company offering a variety of programs to help you Refinance or Purchase a Vessel from a Dealer/Broker or Private Party.
America's leader in pleasure craft financing offers boat loans with the lowest rates and the best terms available. With ten regional offices located in major boating areas, Essex Credit is your neighbor and can offer personalized and efficient service from the initial application to the post closing paperwork. Essex Credit is with you every step of the way.
Our Mission:
To meet and exceed expectations by delivering the best financing available to accomodate each customer's needs with professional service and timely funding.
Since 1984, the NBOA Marine Insurance Agency has insured thousands of your fellow boaters with the finest possible boat insurance coverage at the most competitive premiums available. This continues to be the single most important function of our company.
Work with our experienced Marine Insurance Specialists to provide you with a customized policy to meet your specific needs. We individually rate each and every policy on the type of boat you own and the coverage you choose, so you won't pay for unnecessary extras.
Whether you are purchasing a sport boat, mega yacht, RV, or refinancing your existing loan, Newcoast Financial Services can design a financing program to meet your unique needs.
Our professional team of loan specialists have years of experience and are available to help answer your questions through ought the process.
LET US PUT YOU IN THE BOAT OR RV OF YOUR DREAMS!
Scott Financial has offered fast, no hassle boat loans at unbeatable rates for over 20 years. With multiple offices located in the major boating communities across the country, Scott Financial Services is ready to help you finance the boat of your dreams. Scott Financial Services offers excellent customer service and a variety of boat loan programs, including European Financing options. Every one of Scott Financial's representatives is an experienced boater and marine finance specialist. They understand your priorities, they'll help explore alternatives and match the best financing options to your needs. Come join the thousands of boaters and yacht brokers nationwide who depend on Scott Financial Services.
With a 30-year background in the financial industry, our Silver Oak team relies on many years of financial expertise that will allow us to provide you superior financial and personal services.
Vessel Assist Association of America (VAAA) was established in 1983 by a group of boat owners just like you desiring to increase their boating safety and peace of mind while giving something back to the marine environment in which we use our boats. Like the Auto Club, VAAA specializes in only member services to boaters (i.e. towing & insurance services) so boaters can receive these boating services from one trusted party. VAAA does not suffer from any conflicting interest brought from political interests, product sales, fund raising or other conflicting business interests. VAAA's single mission is to specialize in the service needs of boaters and to do so with superior customer service.
We serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
- Tax management* - Help making sure your portfolio is tax-efficient. Developing tax saving investment strategies. Referring you to qualified tax specialists.
- Estate planning* - Working with our estate-planning and trust specialists to review your wills and trusts, help preserving your estate for your intended heirs, help with beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors.
- Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.
- Risk management - Reviewing existing insurance policies.
- Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
