TOP 10 Audit services for businesses in Long Beach, CA
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Uday R Sawhney CPA
● OpenUday R Sawhney CPA is a professional accounting and finance institution located at 333 West Broadway in Long Beach, California, United States. They offer a wide range of services including tax preparation, auditing, financial planning, and consulting. With years of experience and expertise in the field, their team of Certified Public Accountants provides top-notch financial solutions for individuals and businesses alike. Whether you need help with tax compliance or financial analysis, Uday R Sawhney CPA is dedicated to helping you achieve your financial goals.
333 W Broadway # 105, Long Beach, CA 90802, United States -
Windes
● ClosedWindes is a prestigious accounting and finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a reputation for excellence in the field, Windes offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax planning, auditing, or financial consulting, Windes is the go-to institution for all your accounting and finance needs.
3780 Kilroy Airport Way Suite 600, Long Beach, CA 90806, United States -
Edward Jones - Financial Advisor: Monica Dickson, CFP®
● ClosedEdward Jones - Financial Advisor: Monica Dickson, CFP® is a leading finance institution located at 111 West Ocean Boulevard in Long Beach, California, United States. With a dedicated team led by Certified Financial Planner Monica Dickson, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your unique needs. Trust in the expertise and professionalism of Monica Dickson and her team at Edward Jones to guide you towards financial success.
111 W Ocean Blvd #1010, Long Beach, CA 90802, United States -
Progressive Financial Corporation
● OpenProgressive Financial Corporation is a leading finance institution located at 730 Long Beach Boulevard in Long Beach, California, United States. With a commitment to providing innovative financial solutions, Progressive Financial Corporation offers a wide range of services including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a business, buy a home, or save for retirement, Progressive Financial Corporation is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.
730 Long Beach Blvd, Long Beach, CA 90813, United States -
KTN Enterprises Inc
● OpenKTN Enterprises Inc is a reputable finance institution located at 11 Golden Shore in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, KTN Enterprises Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, loan options, or financial planning advice, our experienced team of professionals is here to help you achieve your financial goals. Visit us at our convenient location in Long Beach to learn more about how KTN Enterprises Inc can assist you in navigating the complex world of finance.
11 Golden Shore UNIT 440, Long Beach, CA 90802, United States -
Protek Trading Co
● OpenProtek Trading Co is a reputable finance institution located at 1542 West Gaylord Street in Long Beach, California, United States. With a strong track record of success in the financial industry, Protek Trading Co offers a wide range of services to meet the needs of its clients. From investment opportunities to financial planning and advisory services, the team at Protek Trading Co is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, Protek Trading Co is a trusted partner for all your financial needs.
1542 W Gaylord St, Long Beach, CA 90813, United States -
D.A. Davidson
● ClosedD.A. Davidson is a reputable finance institution located at 300 Oceangate in Long Beach, California, United States. With a strong presence in the financial industry, D.A. Davidson offers a wide range of services including investment banking, wealth management, and capital markets expertise. Known for their personalized approach and commitment to client success, D.A. Davidson is a trusted partner for individuals and businesses seeking financial guidance and support.
300 Oceangate #800, Long Beach, CA 90802, United States -
Jéan-Paul S. Afif - Morgan Stanley
● OpenJean-Paul S. Afif - Morgan Stanley is a reputable finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong focus on providing comprehensive financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, Jean-Paul S. Afif - Morgan Stanley offers personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Calvin Jacobs - Morgan Stanley
● OpenCalvin Jacobs - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a reputation for excellence in financial services, Calvin Jacobs - 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 the complexities of the financial market, Calvin Jacobs - Morgan Stanley is here to provide you with the guidance and support you need.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Edward Jones - Financial Advisor: Cassandra Carpenter, CRPS™
● ClosedEdward Jones - Financial Advisor: Cassandra Carpenter, CRPS™ is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. Cassandra Carpenter, a Certified Retirement Plan Specialist, offers expert financial advice and guidance to help clients achieve their financial goals. With a focus on personalized service and tailored investment strategies, Edward Jones provides a comprehensive range of financial services to meet the needs of individuals and businesses alike. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Cassandra Carpenter and the team at Edward Jones are dedicated to helping you secure a more stable financial future.
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, United States -
Wightman James
● OpenWightman James is a reputable finance institution located at 6501 Falcon Avenue in Long Beach, California. With a strong focus on providing expert financial services to individuals and businesses, Wightman James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Wightman James is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Wightman James is your go-to destination for all your financial needs.
6501 Falcon Ave, Long Beach, CA 90805, United States -
Fabro Trust Group
● OpenFabro Trust Group is a reputable finance institution located at 1074 East Artesia Boulevard in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, Fabro Trust Group is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Fabro Trust Group is here to assist you every step of the way. Trust us to help you navigate the complex world of finance with confidence and ease.
1074 E Artesia Blvd, Long Beach, CA 90805, United States -
Linda L. Wallace Financial & Insurance Solutions
● ClosedLinda L. Wallace Financial & Insurance Solutions is a reputable finance institution located at 6621 East Pacific Coast Highway in Long Beach, California, United States. With a focus on providing top-notch financial and insurance solutions, our experienced team is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to provide expert guidance and personalized services tailored to your specific needs. Trust Linda L. Wallace Financial & Insurance Solutions to help you secure a stable financial future.
6621 E Pacific Coast Hwy #220, Long Beach, CA 90803, United States -
Edward Jones - Financial Advisor: Stephanie Bartels
● ClosedEdward Jones - Financial Advisor: Stephanie Bartels is a trusted finance institution located at 500 Pacific Coast Highway in Seal Beach, California. Stephanie Bartels is a dedicated financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Stephanie Bartels offers comprehensive financial guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Stephanie Bartels can help you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Stephanie Bartels today to schedule a consultation and take the first step towards a secure financial future.
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740, United States -
Pearl Financial, Inc
● ClosedPearl Financial, Inc is a reputable finance institution located at 5199 Pacific Coast Highway in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, Pearl Financial, Inc offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, the experienced team at Pearl Financial, Inc is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, Pearl Financial, Inc is your go-to institution for all your financial needs.
5199 Pacific Coast Hwy, Long Beach, CA 90804, United States -
Timothy D Mc Vey Eacfp
● OpenTimothy D Mc Vey Eacfp is a reputable finance institution located at 6700 Pacific Coast Highway in Long Beach, California, United States. With a strong focus on providing expert financial services and solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Timothy D Mc Vey Eacfp is committed to providing personalized and professional assistance. Visit them today to see how they can help you secure your financial future.
6700 Pacific Coast Hwy, Long Beach, CA 90803, United States -
Stifel
● OpenStifel is a prominent financial institution located at 6700 California 1 in Long Beach, California, United States. Specializing in various financial services, Stifel offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and professionalism, Stifel is committed to providing top-notch financial services to its clients.
6700 CA-1 Suite 230, Long Beach, CA 90803, United States -
Dawn Coleman Hyman - Prudential Financial
● ClosedDawn Coleman Hyman - Prudential Financial is a reputable finance and insurance agency located at 2505 East 7th Street in Long Beach, California, United States. With a focus on providing top-notch financial services and insurance products, this institution is dedicated to helping clients achieve their financial goals and secure their future. The experienced team at Dawn Coleman Hyman - Prudential Financial is committed to providing personalized solutions and expert guidance to meet the unique needs of each individual or business. Whether you are looking for investment advice, retirement planning, or insurance coverage, you can trust Dawn Coleman Hyman - Prudential Financial to deliver exceptional service and support.
2505 E 7th St, Long Beach, CA 90804, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 6700 California 1 in Long Beach, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expertise to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
6700 CA-1, Long Beach, CA 90803, United States -
Ryan Bockhold - RBC Wealth Management Financial Advisor
● ClosedRyan Bockhold - RBC Wealth Management Financial Advisor is a trusted financial institution located at 610 Newport Center Drive in Newport Beach, California. As a financial advisor, Ryan Bockhold provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Ryan Bockhold and his team offer tailored solutions to individuals, families, and businesses. Whether you are planning for retirement, investing for the future, or seeking financial advice, Ryan Bockhold - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Wolfslau Group
● OpenThe Wolfslau Group is a leading finance institution located at 6700 California 1 in Long Beach, California, United States. With a reputation for excellence and expertise in the financial industry, the Wolfslau Group offers a wide range of financial services to clients. From investment planning to wealth management, the institution is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, the Wolfslau Group is a trusted partner for all financial needs.
6700 CA-1, Long Beach, CA 90803, United States -
William Notrica - RBC Wealth Management Financial Advisor
● OpenWilliam Notrica, a financial advisor at RBC Wealth Management, is dedicated to helping clients in Newport Beach, California achieve their financial goals. Located at 610 Newport Center Drive, William provides personalized investment strategies and wealth management services to individuals, families, and businesses. With a focus on building long-term relationships based on trust and integrity, William Notrica is committed to helping clients navigate the complexities of the financial world and secure their financial future. Contact William Notrica at RBC Wealth Management for expert financial advice and guidance.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Shane Boex
● OpenBank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Steven J Bernardy
● ClosedMerrill Lynch Financial Advisor Steven J Bernardy is a Senior Vice President and Senior Financial Advisor located at 520 Newport Center Drive, Newport Beach, California, United States. With over 20 years of experience in finance, Steven helps his clients determine long-term financial goals and implement wealth management strategies. He specializes in estate planning and works closely with advisors to develop personalized estate plans. Steven is actively involved in charitable organizations, including Olive Crest, and has been volunteering there for over 30 years. He is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Steven's mission is to understand his clients' goals and priorities, and to develop a customized investment approach to help them achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Steven is committed to helping you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, he will work with you to develop a financial approach tailored to your needs. Steven is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help you reach your goals. Contact Merrill Lynch Financial Advisor Steven J Bernardy to start planning for your financial future today.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Brian Asher - Morgan Stanley
● OpenBrian Asher - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Brian Asher - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals, families, and businesses. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Brian Asher - Morgan Stanley is committed to helping you succeed.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Madelynn Merrill - Morgan Stanley
● OpenMadelynn Merrill - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. As a branch of the renowned Morgan Stanley company, Madelynn Merrill offers a wide range of financial services and expertise to clients in the Long Beach area. With a focus on personalized financial planning and investment strategies, Madelynn Merrill - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at Madelynn Merrill - Morgan Stanley are here to provide top-notch financial solutions tailored to your specific needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Quintessential Financial Corporation
● ClosedQuintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Louis A Berlin
● OpenMerrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Peter M Wernemar
● ClosedMerrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.
520 Newport Center Dr, Newport Beach, CA 92660, United States
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