Business advisory consultancy in Long Beach, CA
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HCVT Long Beach
● ClosedHCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.
100 Oceangate 9th floor, Long Beach, CA 90802, United States -
Imperial Income Tax Service (Permanently closed for business)
● ClosedImperial Income Tax Service was a reputable accounting and finance institution located at 1330 East South Street in Long Beach, California, United States. Specializing in income tax services, the institution provided expert guidance and assistance to individuals and businesses in managing their financial affairs. Unfortunately, Imperial Income Tax Service is now permanently closed for business. They were known for their professionalism, accuracy, and commitment to helping their clients navigate the complexities of tax laws and regulations. Their absence is deeply felt in the community, as they were a trusted resource for financial planning and tax preparation.
1330 E South St Unit 4, Long Beach, CA 90805, United States -
MV Business Management
● OpenMV Business Management is a leading institution in the field of accounting and finance, located at 6475 Atlantic Avenue in Long Beach, California, United States. Specializing in real estate bookkeeping, notary public services, and business development, CEO Maria Velis brings over five years of experience to help businesses gain clarity and efficiency in their financial operations. Maria Velis founded M.V. Business Management with a mission to provide peace of mind to business owners seeking effective and streamlined business operations. With Associate’s Degrees in Administration & Information Systems, Communication, Media & Languages, and Humanities, Philosophy & Arts from California State University, Dominguez Hills, Maria is equipped to guide businesses towards success.
6475 Atlantic Ave, Long Beach, CA 90805, United States -
Streamline Business Services
● ClosedStreamline Business Services, located at 5000 East Spring Street in Long Beach, California, is a trusted institution specializing in accounting and finance services. Led by Kim Hughes, a certified QuickBooks ProAdvisor with over 35 years of experience, Streamline Business Services offers personalized bookkeeping solutions for small businesses and non-profit organizations. As an Elite Member of the QuickBooks ProAdvisor Program, you can count on us to provide reliable and accurate financial services. Contact us today to discover how we can create value for your business.
5000 E Spring St #340, Long Beach, CA 90815, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
BPG Advisors
● ClosedBPG Advisors is a leading insurance agency located at 2215 Artesia Boulevard in Redondo Beach, California. With a team of experienced professionals, BPG Advisors provides a wide range of insurance solutions to meet the needs of individuals and businesses alike. From health and life insurance to property and casualty coverage, they are dedicated to helping clients find the right policies to protect what matters most. Their personalized approach and commitment to customer service set them apart as a trusted partner in the insurance industry. Visit BPG Advisors today to discuss your insurance needs and secure peace of mind for the future.
2215 Artesia Blvd #1669, Redondo Beach, CA 90278, United States -
Maha and Company
● OpenMaha and Company is a renowned institution located at 727 Pine Avenue in Long Beach, California. Our institution offers a wide range of services including financial consulting, tax preparation, and business advisory services. With years of experience and a team of dedicated professionals, we strive to provide our clients with top-notch solutions tailored to their specific needs. Whether you are an individual looking for tax assistance or a business seeking strategic advice, Maha and Company is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you.
727 Pine Ave, Long Beach, CA 90813, United States -
Scalco Financial
● ClosedScalco Financial is a reputable accounting and finance institution located at 207 East Broadway in Long Beach, California, United States. With a team of experienced professionals, Scalco Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advisory. Whether you are an individual looking for personal financial management or a business seeking expert accounting solutions, Scalco Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust Scalco Financial to help you navigate the complex world of finance with expertise and integrity.
207 E Broadway UNIT 201, Long Beach, CA 90802, United States -
Unicon Financial Services
● ClosedUnicon Financial Services is a reputable finance institution located at 200 Pine Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Trust Unicon Financial Services to provide you with expert advice and personalized solutions to meet your financial needs.
200 Pine Ave # 260, Long Beach, CA 90802, United States -
Crux Wealth Advisors, LLC
● OpenCrux Wealth Advisors, LLC is a leading finance institution located in Long Beach, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Crux Wealth Advisors, LLC, we are committed to providing our clients with the highest level of service and expertise to help them navigate the complexities of the financial world. Visit us at 3900 Kilroy Airport Way to learn more about how we can help you secure your financial future.
3900 Kilroy Airport Way Suite 270, Long Beach, CA 90806, 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 -
The Cox Group - Morgan Stanley
● OpenThe Cox Group at Morgan Stanley is a leading financial institution located at 6700 Pacific Coast Highway in Long Beach, California. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive solutions, The Cox Group at Morgan Stanley is a trusted partner for individuals, families, and businesses seeking to secure their financial future.
6700 Pacific Coast Hwy UNIT 110, Long Beach, CA 90803, United States -
MDP Financial Services, Inc.
● OpenMDP Financial Services, Inc. is a finance institution located at 419 Main Street in Huntington Beach, California, United States. Our accounting firm is dedicated to helping you and your business with all of your financial needs. Our board certified accountants stay current with the latest information, laws, and techniques to ensure we provide the best service possible. Whether you need help with tax planning, preparation, or organizing your financial records, we are here to assist you in achieving your financial goals. Trust us to guide you through the process and make sure your business is on the right track. Contact us today to learn more about how we can help your business thrive.
419 Main St #408, Huntington Beach, CA 92648, United States -
My Corporate Agent Inc
● OpenMy Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
626 Cherry Ave, Long Beach, CA 90802, 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 -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 3010 Old Ranch Parkway in Seal Beach, California, offers clients the investing insights of Merrill combined with the banking capabilities of Bank of America. The institution's advisors take the time to understand clients' priorities, retirement goals, education funding needs, business issues, cash management, and credit strategies. By utilizing Merrill's investing resources and Bank of America's banking services, the branch aims to create personalized strategies to address various financial challenges. The branch is committed to transparency and building trust with clients, fostering long-lasting relationships. Through volunteerism and charitable outreach, the institution supports local communities. Merrill advisors provide personalized wealth management advice, products, and services tailored to individual financial goals. The institution offers training, mentoring, and technology to support advisors in assisting clients in pursuing their financial objectives.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Martin Klein - RBC Wealth Management Financial Advisor
● ClosedMartin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
● ClosedMerrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, 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 -
Merrill Lynch Financial Advisor Scott D Paul
● ClosedMerrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, 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 -
The Wolfslau Group - Morgan Stanley
● OpenThe Wolfslau Group at Morgan Stanley is a leading finance institution located at 3840 Kilroy Airport Way in Long Beach, California. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, The Wolfslau Group at Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Holmes & Associates
● ClosedHolmes & Associates is a reputable accounting and finance institution located at 400 Oceangate in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Holmes & Associates to help you achieve your financial goals with precision and integrity.
400 Oceangate #1100, Long Beach, CA 90802, United States -
Logica Accounting Services
● ClosedLogica Accounting Services is a professional accounting and finance institution located at 5150 Pacific Coast Highway in Long Beach, California. Specializing in accounting, bookkeeping, payroll, tax preparation, and business advisory services, Logica Accounting Services is dedicated to providing top-notch financial solutions for non-profits and small business owners. With expertise in QuickBooks and Sage accounting software, the institution ensures that all financial transactions are managed accurately and efficiently. Clients from various cities across California, including Lancaster, Los Angeles, San Diego, Irvine, and Newport Beach, have praised Logica Accounting Services for their white-glove approach to accounting services. The institution's commitment to responsiveness, reliability, and excellent customer service has earned them high recommendations from satisfied clients.
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804, United States -
Walter K. Martynec, CPA
● OpenWalter K. Martynec, CPA is a reputable accounting and finance institution located at 5855 East Naples Plaza in Long Beach, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants provides personalized and professional services to individuals and businesses alike. Whether you need assistance with tax compliance or financial consulting, Walter K. Martynec, CPA is dedicated to helping you achieve your financial goals.
5855 E Naples Plaza #107, Long Beach, CA 90803, United States -
Thomas Karen CPA
● ClosedWelcome to Thomas Karen CPA, your trusted partner in accounting and finance solutions located in the heart of Redondo Beach, California. Situated at 700 Torrance Boulevard, our firm is dedicated to providing personalized and comprehensive financial services to individuals and businesses in the local community and beyond. At Thomas Karen CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our team of experienced professionals is committed to delivering tailored solutions that meet your unique needs. Whether you require assistance with tax planning, bookkeeping, financial consulting, or business advisory services, we are here to help you achieve your financial goals with confidence and clarity.
700 Torrance Boulevard, Redondo Beach, California 90277, United States -
Dickson & Vanzant LLP
● OpenWelcome to Dickson & Vanzant LLP, your trusted partner in accounting and finance, conveniently located at 400 Oceangate, Long Beach, California. At Dickson & Vanzant, we pride ourselves on providing personalized and comprehensive financial services to meet the unique needs of our clients. With a team of experienced professionals, we offer a wide range of services including tax planning and preparation, bookkeeping, financial consulting, and business advisory services. Our commitment to excellence and attention to detail ensures that you receive the highest quality service, tailored to help you achieve your financial goals. Whether you're a small business owner or an individual seeking financial guidance, Dickson & Vanzant LLP is here to support you every step of the way. Discover the difference that expert accounting and finance services can make for your future. Contact us today to schedule a consultation.
400 Oceangate, Long Beach, California 90802, United States -
Truist - ATM
● OpenWelcome to Truist - ATM, conveniently located at 231 Windsor Way, Long Beach, California 90802. As a trusted financial partner, we offer a comprehensive range of services to meet your financial needs. Whether you're exploring our array of banking products, seeking the right loan, or considering pre-qualification for a Truist credit card, our team is here to guide you every step of the way. At Truist, we provide a wide spectrum of financial solutions through our various affiliates. Our offerings include banking products like loans and deposit accounts, investment and trust management services, securities, brokerage accounts, and insurance products, all supported by our highly qualified professionals. Our mortgage services are handled by Truist Bank, with all professionals registered on the Nationwide Mortgage Licensing System & Registry (NMLS), ensuring transparency and uniformity.
231 Windsor Way, Long Beach, California 90802, United States
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