TOP 30 Best Asset management company in Long Beach, California

Lungu Law Group is a reputable firm specializing in wills and trusts, as well as estate planning services in Long Beach, California. Located at 5320 2nd Street, their experienced attorneys are dedicated to helping clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or planning for your estate, Lungu Law Group is here to provide expert legal guidance. Trust in their expertise to secure your legacy and provide peace of mind for your loved ones.

Welcome to The Hobin Company – Your Trusted Real Estate Partner in Manhattan Beach Located at 904 Manhattan Avenue, Manhattan Beach, California, The Hobin Company has been a cornerstone in the South Bay real estate market since 1925. With nearly a century of experience, we are proud to be the premier choice for clients in search of exceptional residential and commercial real estate services in Manhattan Beach, Hermosa Beach, and the greater South Bay area, including Palm Springs.

Pacific Life Insurance Company, located at 700 Newport Center Drive in Newport Beach, California, is a trusted insurance agency with over 150 years of expertise in retirement and life insurance solutions. With a focus on strength, stability, and protecting what matters most, Pacific Life offers a range of products to help you reach your financial goals and secure your future. The company is committed to creating a meaningful future for stakeholders through its CSR efforts and has a deep commitment to protecting generations of families. Whether you're looking for life insurance or retirement solutions, Pacific Life can provide you with the confidence to enjoy a life well-lived and trust that your tomorrow is secure. Please note that to purchase life insurance, a financial professional must be properly licensed and appointed. Contact Pacific Life today to learn more about their products and services.

Randall Wealth Management Group is a finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. As a family-owned and operated company, we specialize in helping our clients with their investment and retirement needs. We understand that each individual has unique retirement income, investment, and lifestyle requirements, which is why we have developed personalized Retirement Income Plans and Financial Advice to help meet these goals. Our ultimate goal is your success, and we offer resources such as total calculation tools and estate management services to ensure a successful financial future. We are dedicated to addressing your needs today and for many years to come, and we look forward to working with you to achieve your financial objectives. Please note that the information provided is not intended as tax or legal advice, and we recommend consulting with professionals in these fields for specific guidance. Copyright 2023 FMG Suite.

WCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States. Our investment philosophy is centered around intentional cultures focused on simple, achievable goals, which are reflected in our organizational ethos. We aim to generate long-term, sustainable excess returns for our clients through innovation, employee incentives aligned with client objectives, and a flat power structure that promotes meritocracy and debate. We offer equity investment advisory services for a diverse range of clients, including corporations, individuals, funds, plans, endowments, and foundations. Our original equity research forms the basis for our goal of achieving long-term excess returns. As an independent asset management firm, we are driven by a spirit of broad-based employee ownership and operate as a profitable, financially sound company with no debt. Explore our institutional and investor class mutual funds on our website for more information.

DLK Investment Management is a finance institution located at 238 North Cedros Avenue in Solana Beach, California, United States. At DLK, their philosophy is centered around creating long-term value for investors by consistently delivering quality service at every level of the firm.

The American National Insurance Company - District Office is a trusted finance and insurance agency located at 4201 Long Beach Boulevard in Long Beach, California, United States. With a strong reputation for providing quality insurance products and excellent customer service, this institution is dedicated to helping individuals and businesses protect their assets and secure their financial futures. Whether you are looking for auto, home, life, or business insurance, the knowledgeable agents at this district office are here to help you find the right coverage to meet your needs. Contact them today to learn more about their insurance options and how they can help you plan for the unexpected.

Northwestern Mutual Life Insurance Company: Brian Forth, CLU is a reputable finance institution located at 1500 Quail Street in Newport Beach, California, United States. Specializing in life insurance services, Brian Forth, a Chartered Life Underwriter (CLU), offers expert advice and personalized solutions to help clients protect their financial future. With a strong commitment to professionalism and customer service, this institution is a trusted partner for individuals and families looking to secure their assets and plan for the unexpected.

Asset Plan Partners is a leading finance institution located in Newport Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized asset management and strategic planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide tailored solutions to meet your needs. Visit us at 3300 Irvine Avenue to learn more about how Asset Plan Partners can help you secure your financial future.

Northwestern Mutual Wealth Management Company, led by Henry William Sladek, is a premier finance institution located at 1500 Quail Street in Newport Beach, California. With a focus on providing personalized financial planning and wealth management services, the team at Northwestern Mutual is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, the experienced professionals at Northwestern Mutual are here to guide you every step of the way. Trust in their expertise and commitment to excellence for all your financial needs.

Welcome to Beach and Bay Insurance, your trusted insurance agency located in the heart of Long Beach, California. Situated at 6285 East Spring Street, we are proud to serve the vibrant community of Long Beach and the surrounding areas. At Beach and Bay Insurance, our mission is to provide personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, car, business, or personal assets, our experienced team is dedicated to guiding you through the process with expertise and care. We understand that navigating the world of insurance can be complex, which is why we prioritize clear communication and exceptional customer service to ensure you have peace of mind.

Jerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.

Welcome to Jason Starkman - State Farm Insurance Agent located at 18377 Beach Boulevard in Huntington Beach, California. Since 2011, our agency has been dedicated to helping individuals, families, and small business owners with all their insurance and financial service needs. We serve customers in California, Arizona, Nevada, and Oregon. As a small business owner himself, Jason Starkman specializes in providing insurance solutions for general liability, workers compensation, commercial auto, and errors & omission insurance. We offer complimentary insurance and financial reviews focusing on asset protection, college planning, and short and long-term savings plans.

Welcome to Flying Locksmiths Orange County, your trusted partner for comprehensive access control and commercial locksmith services in Orange County, Riverside County, San Bernardino County, and Long Beach. Conveniently located at 15591 Graham Street, Huntington Beach, California, we are dedicated to securing your business with innovative solutions tailored to your specific needs. Our team at FlyLock Security Solutions is committed to advancing the safety and security of your commercial property. We specialize in cutting-edge access control systems that eliminate the need for traditional keys, offering you enhanced security and convenience. Our solutions include keypads, proximity fobs, keycards, audio/visual intercoms, and smartphone-enabled locking mechanisms. With remote access capabilities, you can manage entry permissions from anywhere, and our cloud-based systems provide comprehensive control and audit trails for your peace of mind.

Max Alavi, Attorney at Law, APC is a top-rated estate planning and trust litigation law firm located at 2424 Southeast Bristol Street in Newport Beach, California. Our expert attorneys specialize in providing personalized legal services to help you secure your future and protect your assets. Whether you need assistance with creating a living trust to avoid probate, challenging a will or trust, or navigating estate administration as a trustee or executor, our experienced team of attorneys is here to provide you with the representation you deserve. We are dedicated to minimizing the time your loved ones spend in probate and maximizing the assets you leave to them.

RTI Insurance Agency, located at 322 Main Street in Seal Beach, California, is the name you can trust for quality insurance and service. With nearly five decades of experience, our team is committed to providing the highest quality insurance services at the lowest rates available. We focus on serving the local community in Seal Beach, CA, but have the capability to serve clients across California. At RTI Insurance Agency, we believe in building long-term relationships with our clients and providing personalized insurance solutions tailored to your unique needs. Our team specializes in serving small businesses with 25 employees or less, with the goal of protecting your business and assets. We are available to serve your needs on your time, with after-hour appointments and 24/7 availability by text and email.

Tom Nunez - State Farm Insurance Agent is located at 690 South Brea Boulevard in Brea, California. As an insurance agency, we specialize in providing our customers with the right auto insurance coverage to ensure their safety on the road. With over three decades of experience, our team is dedicated to serving the community and helping individuals and families protect their assets. Our founder, Tom Nunez, is a California State University, Long Beach graduate with a Bachelor of Arts degree. Born and raised in California, Tom has a deep connection to his home state and has been a State Farm Agent since 1992. He holds the prestigious designation of Chartered Property Casualty Underwriter (CPCU) and has received numerous awards for his exceptional service.

Galaxy Insurance Service, Inc is an insurance agency located at 2411 East Anaheim Street in Long Beach, California, United States. Our team is dedicated to providing you with all the possible solutions to keep you and your house safe in case of any unforeseen events. We offer custom packages and expert advice to ensure your home is protected. As independent agents, we compare quotes to find the most reasonable insurance rates that meet your personal or business needs. Whether you need insurance for your car, business, or home, we are here to help. Contact us today for a free quote and let us customize a package that fits all your insurance needs.

New Alliance Insurance Brokers is a leading insurance agency located at 3700 Santa Fe Avenue in Long Beach, California. With a commitment to providing personalized service and tailored insurance solutions, our team of experienced brokers works tirelessly to protect our clients' assets and mitigate risks. Whether you are looking for home, auto, business, or life insurance, we have the expertise to find the right coverage for your needs. Trust New Alliance Insurance Brokers to be your partner in safeguarding what matters most to you.

Help 4 You Document Divorce, Living Trust service is a finance institution located at 17610 Beach Boulevard, Huntington Beach, California, United States. Specializing in divorce document preparation and living trust services, they provide expert assistance to individuals navigating these complex legal processes. With a focus on efficiency and affordability, Help 4 You aims to make the divorce and estate planning process as smooth and stress-free as possible for their clients. Trustworthy and experienced, they are dedicated to providing top-notch service to those in need of financial and legal assistance.

Tagrisk Insurance Services is a reputable insurance agency located at 17011 Beach Boulevard in Huntington Beach, California. With a commitment to providing top-notch insurance solutions to individuals and businesses, Tagrisk Insurance Services offers a wide range of insurance products including auto, home, life, and commercial insurance. Their team of experienced agents is dedicated to helping clients find the best coverage options tailored to their specific needs. Whether you are looking for protection for your personal assets or business ventures, Tagrisk Insurance Services is here to help you navigate the complex world of insurance. Contact them today to secure your peace of mind and protect what matters most to you.

SoCal Insurance & Financial Services is a top-rated insurance agency located at 18141 Beach Boulevard in Huntington Beach, California. Our full-service agency specializes in providing comprehensive insurance solutions for both personal and commercial properties. Whether you are in need of rental property insurance, home insurance, business insurance, liability insurance, or classic car insurance, we have the expertise to tailor a policy to fit your unique needs. At SoCal Insurance, we understand the importance of protecting your investments and securing your financial future. Our rental property insurance is designed to safeguard your properties from damage caused by natural disasters, unexpected incidents, and even liability concerns. With over 50 years of experience, we work with reputable carriers to offer customizable solutions that provide peace of mind and comprehensive coverage for your rental properties.

Onitus Capital, LLC is a reputable finance and insurance agency located at 3857 Birch Street in Newport Beach, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Onitus Capital, LLC is dedicated to helping clients achieve their financial goals and secure their futures. Their team of experienced professionals is committed to offering personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment opportunities, insurance coverage, or financial planning services, Onitus Capital, LLC is the go-to institution for all your financial needs.

Cannon Legal Firm, located at 3020 Old Ranch Parkway in Seal Beach, California, is a trusted institution specializing in Estate & Trust Planning, Administration, and Litigation matters. With nearly 30 years of experience, the firm is dedicated to guiding clients through the complex legal process with compassion and expertise. Whether you need assistance with asset distribution, family disputes, or estate planning, Cannon Legal Firm is here to help. Schedule a free consultation today to learn more about how they can assist you in protecting your rights and ensuring a smooth legal process.

Bryson Financial is a reputable finance and insurance agency located at 3777 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, Bryson Financial offers a wide range of financial services and insurance products to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bryson Financial is dedicated to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

Gus Tonsay: Primerica - Financial Services is a reputable finance and insurance agency located at 161 West Victoria Street in Long Beach, California, United States. They offer a wide range of financial services including investment planning, retirement planning, and insurance solutions to help individuals and families achieve their financial goals. With a team of experienced professionals, Gus Tonsay: Primerica is dedicated to providing personalized and comprehensive financial advice to their clients. Whether you are looking to secure your financial future or protect your assets, they are committed to helping you make informed decisions and achieve financial success.

The Law Firm of Bezaire, Ledwitz & Associates, APC is a reputable institution located at 4401 Atlantic Avenue in Long Beach, California, United States. Specializing in estate planning, probate, and advanced estate planning strategies, the firm is led by Samuel B. Ledwitz, J.D., LL.M. Their services include establishing trusts, wills, durable powers of attorney, and other related documents to ensure the smooth transfer of assets upon a person's passing. They also provide guidance on reducing and offsetting estate tax liabilities for families with substantial estates. Additionally, the firm offers advice on estate planning for digital assets, emphasizing the importance of identifying and granting access to online accounts. Whether you are a single person looking to create a revocable living trust or seeking assistance with elder care and conservatorship matters, Bezaire, Ledwitz & Associates, APC is dedicated to providing expert legal counsel to meet your needs.

Mark Powell Law Corporation is a trusted institution located at 801 Glenneyre Street in Laguna Beach, California. Specializing in estate planning, they provide comprehensive services to protect your family and provide peace of mind. With a focus on understanding your family values, needs, objectives, and concerns, they work with you to create a personalized estate plan that meets your specific needs. Their expertise extends to multigenerational planning, ensuring that your family is provided for well into the future. Whether you are looking to make charitable gifts or establish a legacy for generations to come, Mark Powell Law Corporation can help design the right plans for your values and goals.

The Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.

Bill Rosalino - State Farm Insurance Agent is located at 1520 El Camino Real in San Clemente, California. Bill has been with State Farm since 1982, bringing years of experience and expertise to his agency. After serving in Vietnam, Bill graduated with a BS in Business Finance and Real Estate from California State University at Long Beach. With a focus on areas such as Mission Viejo, San Juan Capistrano, Rancho Santa Margarita, Laguna Niguel, and San Clemente, Bill is dedicated to putting his customers' needs first. Whether you are in the Bay area or San Diego, Bill is here to help with your insurance needs.