Advanced asset management in California
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The Glaze Siddiqi Group - Morgan Stanley
● OpenThe Glaze Siddiqi Group - Morgan Stanley is a renowned finance institution located at 1400 Page Mill Road in Palo Alto, California, United States. With a strong reputation for excellence in financial services, The Glaze Siddiqi Group - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, The Glaze Siddiqi Group - Morgan Stanley is committed to providing top-notch service and guidance every step of the way.
1400 Page Mill Rd, Palo Alto, CA 94304, United States -
Robertson Stephens
● ClosedRobertson Stephens is a boutique wealth management firm located at 455 Market Street in San Francisco, California. Specializing in servicing entrepreneurs, business owners, executives, family offices, and institutions, we are committed to upholding values of integrity, collaboration, innovation, and transparency. Our team of industry veterans is dedicated to providing comprehensive solutions designed to ensure long-term financial success for our clients. With a focus on innovation, we strive to stay ahead of the curve and offer cutting-edge strategies to meet the unique needs of each individual or organization we serve.
455 Market St #1600, San Francisco, CA 94105, United States -
Cal Cap Planning Inc
● ClosedCal Cap Planning Inc is a finance institution located at 22634 2nd Street in Hayward, California, United States. With a team of experienced financial planners, Cal Cap Planning Inc offers a range of services including investment planning, retirement planning, and wealth management. Whether you are looking to grow your assets, plan for the future, or secure your financial well-being, Cal Cap Planning Inc is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure financial future.
22634 2nd St #200, Hayward, CA 94541, United States -
Flywheel Private Wealth
● ClosedFlywheel Private Wealth is a premier financial institution located at 4 Main Street in the bustling city of Los Altos, California, United States. Our team of experienced professionals is dedicated to providing personalized wealth management services to high-net-worth individuals and families. With a focus on long-term financial planning and investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Flywheel Private Wealth to be your partner in navigating the complex world of finance and wealth management.
4 Main St Suite 240, Los Altos, CA 94022, United States -
Sun Financial Group
● ClosedSun Financial Group is a leading finance institution located at 1590 Oakland Road in San Jose, California, United States. With a reputation for excellence in financial services, Sun Financial Group offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment management to retirement planning, our team of experienced professionals is dedicated to helping our clients achieve their financial goals. Visit us today to see how Sun Financial Group can help you secure your financial future.
1590 Oakland Rd #110, San Jose, CA 95131, United States -
Coast Financial Services, Inc.
● ClosedCoast Financial Services, Inc. is a trusted accounting and finance institution located at 655 Capitola Road in Santa Cruz, California, United States. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to help you achieve your financial goals. Visit us today to learn more about how Coast Financial Services, Inc. can assist you with all your accounting and finance needs.
655 Capitola Rd STE 101, Santa Cruz, CA 95062, United States -
Ohana Wealth Mangement
● ClosedOhana Wealth Management is a leading finance institution located at 2901 Park Avenue in Soquel, California, United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or building your investment portfolio, Ohana Wealth Management is here to provide expert guidance and support every step of the way. Trust us to help you secure your financial future and create a legacy for your loved ones.
2901 Park Ave b1, Soquel, CA 95073, United States -
Westside Financial
● ClosedWestside Financial is a reputable institution located in the heart of Los Angeles, California. Specializing in accounting and finance services, our team of experts are dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, Westside Financial has you covered. Visit us at 814 South Westgate Avenue to learn more about how we can help you achieve your financial goals.
814 S Westgate Ave Ste 270, Los Angeles, CA 90049, United States -
Bank of America Private Client Advisor Ashley Rochester
● OpenBank of America Private Client Advisor Ashley Rochester, located at 2049 Century Park East in Los Angeles, California, is a finance institution offering personalized wealth management services. As a Senior Vice President and Private Client Advisor II, Ashley provides expert advice and guidance to high-net-worth individuals and their families, with a focus on clients in the real estate, art, and sports and entertainment industries. With two decades of banking experience, Ashley is known for his efficient problem-solving skills and passion for connecting with clients to meet their unique needs. He leads a team of specialists to offer strategies in areas such as investment management, estate planning, and customized lending solutions for luxury acquisitions. In addition to his professional work, Ashley is actively involved in community organizations supporting youth education and sports programs. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. The institution values innovation and strives to provide clients with disciplined financial strategies for the present and future. Please note that by visiting the institution's website, you may be directed to external sites for additional information.
2049 Century Park E, Los Angeles, CA 90067, United States -
Augustus Wealth
● ClosedAugustus Wealth is a premier financial institution located at 1600 Rosecrans Avenue in Manhattan Beach, California. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Augustus Wealth is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you reach your financial objectives.
1600 Rosecrans Ave Building 7 4th Floor, Manhattan Beach, CA 90266, United States -
WealthSpring
● ClosedWealthSpring is a premier finance institution located at 5000 Airport Plaza Drive in Long Beach, California, United States. With a focus on helping individuals and businesses achieve financial success, WealthSpring offers a wide range of services including investment management, financial planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Visit WealthSpring today to start building a secure financial future.
5000 Airport Plaza Dr Suite 245, Long Beach, CA 90815, United States -
RP&A Financial Strategists, LLC
● OpenRP&A Financial Strategists, LLC is a finance institution located at 33332 Valle Road in San Juan Capistrano, California. Specializing in risk management and financial consulting, we offer a personal touch to help you achieve your goals with less risk. Our team documents your goals and compares them to your current strategy, providing unbiased recommendations based on your needs. Contact us to schedule a consultation and learn more about how we can help you reach your financial goals. Visit us at our office at 65 Enterprise, 3rd Floor, Aliso Viejo, CA 92656.
33332 Valle Rd #250, San Juan Capistrano, CA 92675, United States -
Strategic Financial Solutions
● ClosedStrategic Financial Solutions is a finance institution located at 210 East Citrus Avenue in Redlands, California, United States. With a focus on providing strategic financial guidance and solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, investing, or planning for retirement, our experienced professionals are here to help. Visit us today to learn more about our services and how we can help you secure a brighter financial future.
210 E Citrus Ave, Redlands, CA 92373, United States -
Wealth Protection Partners, Inc.
● ClosedWealth Protection Partners, Inc. is a trusted accounting and finance institution located at 43537 Ridge Park Drive in Temecula, California, United States. With a focus on safeguarding and growing your wealth, our team of experienced professionals offers personalized financial strategies and solutions to help you achieve your financial goals. Whether you are looking for tax planning, investment management, or retirement planning services, Wealth Protection Partners, Inc. is dedicated to providing you with expert guidance and support every step of the way. Contact us today to learn more about how we can help protect and enhance your financial future.
43537 Ridge Park Dr, Temecula, CA 92590, United States -
De Financial Group Llc
● ClosedDe Financial Group LLC is a finance institution located at 2965 Roosevelt Street in Carlsbad, California. We specialize in providing a wide range of financial services to individuals and businesses in the United States. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and expert advice. Whether you are looking for investment guidance, retirement planning, or assistance with managing your assets, De Financial Group LLC is here to help. Visit us today to learn more about how we can help you secure your financial future.
2965 Roosevelt St A, Carlsbad, CA 92008, United States -
Bradley Wealth LLC
● ClosedBradley Wealth LLC is a finance institution located at 350 Tenth Avenue in San Diego, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, Bradley Wealth LLC is committed to providing expert guidance and support to help clients navigate the complexities of the financial world. Contact us today to learn more about how we can help you secure your financial future.
350 Tenth Ave #1000, San Diego, CA 92101, United States -
Merrill Lynch Financial Advisor Ken Morris
● ClosedMerrill Lynch Financial Advisor Ken Morris, located at 12830 El Camino Real, Suite 300, San Diego, California, United States, offers refined strategies for family wealth. The Morris Sevier Morello Wealth Management Group supports affluent families and institutions with complex financial needs, aiming to streamline and preserve their wealth while helping them achieve their greatest ambitions. The team at Morris Sevier Morello is dedicated to providing a different level of support, guidance, and service, known as "Executive Wealth Management." With a focus on personalized care and advanced wealth management, the group aims to provide lasting, measurable value for clients and future generations. Led by founding partner Ken Morris, the team is committed to building strong client relationships based on trust and personalized service. Through the Executive Wealth Management Process, the team addresses 12 financial factors that may impact clients' current needs and future goals, creating customized strategies to reflect a full picture of their assets and ambitions. Supported by the global resources of Merrill, the team offers personalized investment strategies and comprehensive financial solutions to help clients achieve their goals and navigate the complexities of their financial lives.
12830 El Camino Real Suite 300, San Diego, CA 92130, United States -
Celeste Financial Group
● ClosedCeleste Financial Group is a leading finance institution located in the heart of San Diego, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a commitment to excellence and a focus on personalized service, Celeste Financial Group is your go-to partner for all your financial needs. Visit us at 3131 Camino Del Rio North to learn more about how we can help you achieve your financial goals.
3131 Camino Del Rio N STE 300, San Diego, CA 92108, United States -
Creative Planning
● ClosedCreative Planning, located at 4364 Town Center Boulevard in El Dorado Hills, California, is a top-ranked finance institution dedicated to providing comprehensive and customized wealth management services. As the No. 1 Independent Advisory Firm, Creative Planning is committed to helping clients achieve their financial goals and enjoy a richer way to wealth. By providing personal information, clients can rest assured that their information will not be shared with a third party. Clients can schedule a free, no-obligation consultation with a wealth manager in the Sacramento Area to begin their journey towards financial peace of mind.
4364 Town Center Blvd Suite 315, El Dorado Hills, CA 95762, United States -
Sanders Financial Design & Insurance Solutions
● ClosedSanders Financial Design & Insurance Solutions is a top-rated finance institution located at 2510 Mandrake Lane in El Dorado Hills, California. Our team of experienced financial advisors and insurance specialists are dedicated to helping our clients achieve their financial goals and protect their assets. Whether you are planning for retirement, investing for the future, or looking for comprehensive insurance coverage, we have the expertise and resources to provide you with personalized solutions. Visit us today to learn more about how we can help you secure your financial future.
2510 Mandrake Ln, El Dorado Hills, CA 95762, United States -
SABRE Financial Services
● ClosedSABRE Financial Services is a leading finance institution located at 2945 Townsgate Road in Westlake Village, California. With a commitment to providing top-notch financial services, SABRE specializes in investment management, retirement planning, estate planning, and more. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future. Contact SABRE Financial Services today to learn more about how they can help you reach your financial objectives.
2945 Townsgate Rd STE 200, Westlake Village, CA 91361, United States -
Noble Wealth & Insurance Services
● ClosedNoble Wealth & Insurance Services is a reputable finance institution located at 30851 Agoura Road in Agoura Hills, California. Our team of experienced professionals is dedicated to providing top-notch wealth management and insurance services to clients in the United States. With a focus on personalized solutions and excellent customer service, we strive to help our clients achieve their financial goals and protect their assets. Visit us today to learn more about how we can help you secure your financial future.
30851 Agoura Rd Suite 305, Agoura Hills, CA 91301, United States -
Hout Financial
● ClosedHout Financial is a reputable financial institution located at 20250 Southwest Acacia Street in Newport Beach, California, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Hout Financial is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
20250 SW Acacia St Suite 150, Newport Beach, CA 92660, United States -
Xignite
● OpenXignite is a leading finance institution located in San Mateo, California, United States. Our cloud platform offers innovative financial data APIs designed to help brokers, wealth managers, and tech firms acquire and grow digital investors. In today's rapidly evolving financial landscape, our high-quality data and reliable services help businesses retain clients and dominate the market. As an AWS Advanced Technology Partner with a Financial Services Competency, we provide real-time, historical, fundamental, and reference data across all asset classes. Our comprehensive and user-friendly APIs, sourced from top providers such as FactSet and Morningstar, have set the standard for usability and scalability for over 14 years. Partner with Xignite to access accurate, reliable, and plentiful market data to stay ahead in the competitive financial industry."
1875 S Grant St STE 130, San Mateo, CA 94402, United States -
Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedAimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.
283 2nd St E, Sonoma, CA 95476, United States -
Ryan Romines - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedRyan Romines - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 4314 Redwood Highway in San Rafael, California, is a finance institution offering a range of services to meet the diverse needs of individuals. Ryan Romines holds various certifications and designations, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With a focus on ethical practices and advanced knowledge in financial planning, Ryan Romines is dedicated to providing tailored solutions for clients' financial goals. Whether you are a retiree, small business owner, or high net worth individual, Ryan Romines can help you navigate the complexities of wealth management with confidence and expertise.
4314 Redwood Hwy STE 400, San Rafael, CA 94903, United States -
Abacus Financial Group LLC
● OpenAbacus Financial Group LLC is a reputable accounting and finance institution located at 1600 Shattuck Avenue in Berkeley, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advice. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance.
1600 Shattuck Ave., Berkeley, CA 94709, United States -
Infinity Financial Services
● ClosedInfinity Financial Services, located in Oakland, California, is a leading finance institution that is revolutionizing the way financial advisors operate. With a focus on eliminating paper-based processes and automating applications, Infinity Financial Services offers a streamlined platform for advisors to efficiently manage client investments. The institution boasts a market-leading investment in technology, providing a user-friendly interface and a wide range of services including asset management, insurance, and risk management. Infinity Financial Services caters to a diverse range of financial advisors, from wirehouse advisors transitioning to independence to independent financial advisor representatives nationally. The institution provides support for advisors looking to work remotely, transition to a Registered Investment Advisor (RIA), or streamline their hybrid business model. With a strong emphasis on security and advanced technology, Infinity Financial Services offers a comprehensive suite of online tools to help advisors stay connected and manage client finances effectively.
212 9th St STE 202, Oakland, CA 94607, United States -
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedLesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.
1905 The Alameda, San Jose, CA 95126, United States -
The Henley Furlong Group - Morgan Stanley
● OpenThe Henley Furlong Group at Morgan Stanley is a premier financial institution located at 4309 Hacienda Drive in Pleasanton, California. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic planning, we strive to provide tailored solutions that meet the unique needs of each individual client. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, The Henley Furlong Group is here to guide you every step of the way.
4309 Hacienda Dr Ste 200, Pleasanton, CA 94588, United States
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