Business asset management in City of Industry, CA
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J.R. Davis & Associates
● OpenJ.R. Davis & Associates is a reputable finance institution located at 4040 Civic Center Drive in San Rafael, California, United States. With years of experience in the industry, our team of 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 assets, we are here to help. Trust J.R. Davis & Associates to help you navigate the complexities of the financial world and achieve your goals.
4040 Civic Center Dr, San Rafael, CA 94903, United States -
Will Hains - Morgan Stanley
● OpenWill Hains - Morgan Stanley is a renowned finance institution located at 2775 Sand Hill Road in Menlo Park, California, United States. With a strong reputation in the financial industry, this institution offers a wide range of services including wealth management, investment banking, and asset management. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are an individual investor, a small business owner, or a large corporation, Will Hains - Morgan Stanley is dedicated to helping you navigate the complexities of the financial market and make informed decisions. Visit their office today to learn more about how they can assist you in securing your financial future.
2775 Sand Hill Rd Suite 120, Menlo Park, CA 94025, 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 -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 750 University Avenue in Los Gatos, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to its clients, including wealth management, investment banking, asset management, and more. Known for its expertise and professionalism, UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals and secure their financial future.
750 University Ave #250, Los Gatos, CA 95032, United States -
John Hancock Financial Network
● ClosedJohn Hancock Financial Network, located at 42840 Christy Street, Fremont, California, United States, offers financial advisory services with a personal touch. With over 160 years of experience, we are committed to honesty and reliability, providing our customers with the best in life insurance and financial planning. Our innovative approach combines the tradition of a longstanding company with cutting-edge technology to transform the industry. We help partners build their life insurance businesses and protect their clients' most important assets. Members of John Hancock Vitality can access the Galleri test for multi-cancer early detection. Our Advisors can assist you in managing your financial needs and planning for a secure future. Retirement is a new beginning, and we can help you create an amazing plan for the future. Our personalized financial plans are tailored to your specific goals and needs. We offer a variety of products to add value to your policy. Partnering with Life Happens, we support students in easing the financial burden of college. The John Hancock Vitality Program offers rewards and discounts to policyholders, with some conditions applying. The Galleri test is available to eligible members and subsidized based on policy coverage. Please note that the Galleri test is not a diagnostic tool and should be used in conjunction with other cancer screening tests. Insurance products are issued by John Hancock Life Insurance Company. Contact us today to start planning for a secure financial future with John Hancock Financial Network.
42840 Christy St # 217, Fremont, CA 94538, United States -
Merrill Lynch Financial Advisor Michelle L Massey
● ClosedMerrill Lynch Financial Advisor Michelle L Massey, located at 4900 Hopyard Road in Pleasanton, California, offers insights, observations, and ideas to help clients achieve their financial goals. With over 20 years of experience in the financial services industry, Michelle and her team provide wealth management services to corporate executives and their families, specializing in corporate benefit programs. Michelle is dedicated to serving her community through volunteering and is committed to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, Michelle can help clients create personalized financial plans centered on their goals. By understanding each client's unique situation and priorities, Michelle can provide tailored advice and guidance to help clients pursue their most important goals. Whether planning for retirement, buying a home, or funding a child's education, Michelle works with clients to address changes in their lives and the financial markets to help them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Michelle is committed to helping clients navigate the complexities of their financial lives and build customized investment approaches to pursue their goals. Michelle Massey is registered to do business in several states and holds certifications as an Accredited Asset Management Specialist™ and Certified Financial Planner™. Investing involves risk, but with the right advisor like Michelle Massey, clients can access personalized investment strategies and comprehensive financial solutions to live their best financial lives.
4900 Hopyard Rd # 140, Pleasanton, CA 94588, United States -
Merrill Lynch Financial Advisor Judy Y Klink
● ClosedMerrill Lynch Financial Advisor Judy Y Klink, located at 560 South Winchester Boulevard in San Jose, California, is a finance institution offering personalized wealth management services. With over 25 years of experience in the financial services industry, Judy specializes in creating customized wealth management strategies to help clients achieve their financial goals. She holds a Master's degree in Economics with a focus on Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Judy takes a comprehensive approach to managing wealth, starting with understanding each client's needs and aspirations. She leverages the investment resources of Merrill and the banking solutions of Bank of America to address all aspects of a client's financial life. Judy is dedicated to providing excellent service and helping clients pursue their financial goals.
560 S Winchester Blvd, San Jose, CA 95128, United States -
CAPTRUST
● OpenCAPTRUST, located at 1300 West Lodi Avenue in Lodi, California, is a finance institution specializing in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families. Our team of advisors in Lodi are dedicated to helping clients with wealth planning, portfolio management, family governance, philanthropic strategies, and more. With a values-first approach and tailored services, we are committed to guiding clients towards their specific wealth management goals. Our legacy of providing industry-leading financial advice to California residents continues in Lodi, where clients can expect expert insights, best practices, and personalized financial planning strategies. Join us at CAPTRUST and experience the difference in financial advisory services."
1300 W Lodi Ave #A-20, Lodi, CA 95242, United States -
Pinion
● ClosedPinion is an accounting and finance institution located at 833 West Hawkeye Avenue in Turlock, California, United States. Our focus is on helping businesses grow profits, seize opportunities, build relationships, survive market volatility, manage margins, and create a lasting legacy. We leverage the power of peer groups for manufacturers and offer services to preserve assets, alleviate taxes, and build legacies that live on. Since 1932, we have been achieving growth and sustainability for our clients. Ryan Vestal has earned the Certified Construction Industry Financial Professional designation, and we are proud members of the Global Food and Ag Consulting Network. KCoe Isom, LLP and Pinion, LLC practice as an alternative practice structure in accordance with professional standards. KCoe Isom LLP provides attest services, while Pinion, LLC and its subsidiaries offer tax and business consulting services.
833 W Hawkeye Ave, Turlock, CA 95380, United States -
Blue Chip Macro
● ClosedBlue Chip Macro is a Registered Investment Financial Advisor located at 729 Montana Avenue, Santa Monica, California, United States. We offer money management, financial planning, and business consulting services. Our transparent compensation structure ensures no conflicts of interest, and we develop custom solutions tailored to your needs. Our patent pending investment algorithm protects and grows your wealth, while our expert advice can help your business thrive. As an independent fee-only Registered Investment Financial Advisor, Blue Chip Macro upholds a Fiduciary Standard of Care, always acting in the best interests of our clients. We offer a comprehensive suite of financial services including financial planning, asset management, retirement planning, and estate planning. Our focus is on providing objective and unbiased financial advice, free from commissions or affiliations with investment firms.
729 Montana Ave Suite 7, Santa Monica, CA 90403, United States -
Angeles Investment Advisors
● OpenAngeles Investment Advisors is a finance institution located at 429 Santa Monica Boulevard, Santa Monica, California, United States. Founded in 2001, Angeles is a multi-asset investment firm dedicated to providing sophisticated, customized, global investment solutions to institutional and private wealth clients. The institution prides itself on offering tailored solutions to meet the unique needs of each client, guided by a team of Investment Officers who serve as internal chief investment officers. Angeles believes in fostering strong client relationships based on respect, trust, integrity, and open communication. The institution offers total portfolio management and focused solutions to provide targeted exposure to overall portfolios. With a commitment to philanthropy and mission-aligned investing, Angeles aims to help clients achieve their financial goals and make a positive impact on society and the community.
429 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Paul G. Walmsley - Morgan Stanley
● OpenPaul G. Walmsley - Morgan Stanley is a renowned finance institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. With a strong reputation in the industry, they offer a wide range of financial services to individuals and businesses. Their team of experienced professionals provide personalized investment strategies and financial solutions to help clients achieve their goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Paul G. Walmsley - Morgan Stanley is dedicated to helping you navigate the complexities of the financial world.
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024, United States -
LPL Financial
● ClosedLPL Financial is a leading financial institution located at 714 West Olympic Boulevard in Los Angeles, California, United States. As a prominent player in the finance industry, LPL Financial offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a strong focus on providing personalized solutions and expert advice, LPL Financial is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are looking for investment advice, retirement planning, or wealth management services, LPL Financial has the expertise and resources to help you secure a stable financial future.
714 W Olympic Blvd, Los Angeles, CA 90015, United States -
ArborCPA
● ClosedArborCPA is a professional accounting and finance institution located at 17870 Castleton Street in the City of Industry, California, United States. If you are starting a new business, ArborCPA offers a comprehensive checklist to guide you through the process step by step. They also provide tools such as Business Income and Expense Reports, Rental Business Reports, Fixed Asset Tracking Lists, and Sales Tax Reports to help you manage your finances efficiently. Additionally, ArborCPA offers Intuit Quickbook Tutorials for those looking to learn more about this popular accounting software. Trust ArborCPA to provide expert financial guidance for your business needs.
17870 Castleton St #230, City of Industry, CA 91748, United States -
William Yuen - Raymond James
● OpenWilliam Yuen - Raymond James is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, William Yuen - Raymond James has the expertise and resources to provide top-notch financial solutions. Their team of experienced professionals is dedicated to providing personalized service and tailored advice to each client. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
LPL Financial
● ClosedLPL Financial is a leading finance institution located at 8141 East Kaiser Boulevard in Anaheim, California, United States. With a strong reputation in the industry, LPL Financial offers a wide range of financial services to individuals and businesses, including investment planning, retirement planning, and wealth management. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LPL Financial is committed to providing personalized solutions tailored to your unique needs.
8141 E Kaiser Blvd # 270, Anaheim, CA 92808, United States -
Advent Financial Services
● OpenAdvent Financial Services is a reputable accounting and finance institution located at 4540 Kearny Villa Road in San Diego, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including tax preparation, auditing, financial planning, and investment management. Their commitment to providing personalized and efficient services has earned them a strong reputation in the industry. Whether you need help with your taxes or want to plan for your financial future, Advent Financial Services is here to help.
4540 Kearny Villa Rd STE 202, San Diego, CA 92123, United States -
Merrill Lynch Financial Advisor Donovan R. Filpi
● ClosedMerrill Lynch Financial Advisor Donovan R. Filpi is a finance institution located at 1000 Aviara Parkway, Carlsbad, California, United States. As a Merrill advisor, Donovan provides personalized financial strategies tailored to your risk tolerance, time horizon, and liquidity needs. With a focus on restoring faith in financial planning, Donovan aims to help clients navigate the volatile markets through a balance of risk management and portfolio allocation structure. With a background in psychology and business, Donovan has been in the financial services industry since 2005, joining Bank of America/Merrill in 2006. He is dedicated to providing a concierge-style wealth planning service, working closely with clients, attorneys, and tax advisors to address specific financial situations and estate planning issues.
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States -
Merrill Lynch Financial Advisor Maria De. J. Aguilar
● ClosedMerrill Lynch Financial Advisor Maria De. J. Aguilar is a dedicated finance institution located at 701 B Street, San Diego, California, United States. The team at this institution is committed to understanding your values and goals in order to help you manage your assets effectively. Maria Aguilar Julian, a First Vice President and Senior Financial Advisor, brings over 20 years of experience in the financial services industry to provide personalized wealth management planning to high net worth families and business owners. She works closely with clients to analyze their financial situations and create comprehensive strategies for asset allocation, retirement planning, college planning, and insurance. Maria lives in Chula Vista with her family and enjoys spending quality time with them. At Merrill Lynch Wealth Management, the focus is on building strong client relationships based on trust and personalized service. The team believes that every relationship begins with a conversation to understand your goals and priorities. By utilizing tools like the Merrill Personal Wealth Analysis™ and the Investment Personality Assessment, they can create a personalized financial plan tailored to your individual needs and aspirations. The institution offers a range of services to help you pursue your financial goals, whether it's planning for retirement, saving for a home, or passing on wealth to future generations.
701 B St 24th Floor, San Diego, CA 92101, United States -
UNIFINA CAPITAL PARTNERS
● OpenUNIFINA Capital Partners, located at 3033 Fifth Avenue in San Diego, California, is a trusted financial institution that specializes in structuring companies for initial public listings and financing operational expansions. With a focus on building strong personal relationships with investors and customers, UNIFINA serves as an expert partner in all financial matters, helping clients develop and implement customized plans based on their specific needs. With a reputation for excellence in the industry, UNIFINA invests in businesses and assets with untapped intrinsic value, providing capital, strategic guidance, and management expertise to drive sustainable growth and profitability. The institution also assists clients in navigating the public listing process or preparing for sale in private or public markets.
3033 Fifth Ave Suite 400, San Diego, CA 92103, United States -
Merrill Lynch Financial Advisor Mark Ward
● ClosedMerrill Lynch Financial Advisor Mark Ward, located at 555 Capitol Mall in Sacramento, California, is a finance institution dedicated to truly understanding what matters most to you in order to create a successful financial strategy. Mark Ward tailors financial strategies specifically for individuals, families, and businesses, supported by market viewpoints and portfolios from the industry leader in research and analytics. By starting with thoughtful questions and meaningful conversations about your priorities and goals, Mark Ward ensures that your financial strategy is personalized and effective. Merrill Lynch Wealth Management follows the deep-seated tradition of participating in the communities they serve, driving their interest in spending time volunteering with organizations in the community. The Merrill Personal Wealth Analysis™ can help build and document a personalized plan centered on your goals and focused on what you want to achieve. Your financial advisor at Merrill Lynch focuses on the things you care about most, such as family, goals, and priorities, even as they change over the years.
555 Capitol Mall, Sacramento, CA 95814, United States -
Integrity Financial Group
● ClosedIntegrity Financial Group, located at 5726 Lonetree Boulevard in Rocklin, California, has been providing financial planning services since 1992. Cody Olson, a highly experienced expert in the industry, aims to assist businesses, employers, and individual investors in achieving their financial goals with quality service. With a background in varsity wrestling and a degree from the University of Nebraska, Cody offers unbiased advice to educate clients on various financial concepts such as investing, insurance, retirement, estate planning, and wealth preservation. He works with integrity and focuses on his clients' best interests.
5726 Lonetree Blvd, Rocklin, CA 95765, United States -
Cetera Advisor Networks
● OpenCetera Advisor Networks is a leading financial institution located at 2356 Gold Meadow Way in Gold River, California, United States. As a trusted name in the finance industry, Cetera Advisor Networks offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors and professionals, they provide personalized financial planning, investment management, retirement planning, and wealth management services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cetera Advisor Networks is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
2356 Gold Meadow Way #270, Gold River, CA 95670, United States -
Merrill Lynch Financial Advisor Sean M Lucas
● ClosedMerrill Lynch Financial Advisor Sean M Lucas is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Sean M Lucas, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1995. The institution offers personalized wealth management strategies tailored to individual needs, with a focus on listening and informed decision-making. The Merrill Personal Wealth Analysis™ helps build personalized plans centered around goals and objectives. The team at Merrill Lynch Wealth Management works closely with clients to create customized financial strategies with measurable goals, adjusting them over time as needed. With a commitment to customer service, Merrill Lynch offers investment insights and access to credit and lending capabilities through Bank of America to address various financial challenges. By understanding clients' goals, priorities, and risk tolerance, the team provides thoughtful advice and guidance to help achieve financial success. Regular reviews and adjustments are made to ensure clients stay on track towards their goals. The institution emphasizes the importance of building a relationship with a team of dedicated advisors who can help navigate the financial landscape. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Sean Lucas is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The American College of Financial Services. It is important to consult legal and tax advisors before making any financial decisions. Merrill offers a variety of services, but it is essential to consider individual investment objectives and needs. Investing involves risk, and past performance does not guarantee future results.
2998 Douglas Blvd, Roseville, CA 95661, United States -
Clean Care Services
● OpenClean Care Services is a reputable institution located at 2400 Barranca Parkway in Irvine, California, United States. Specializing in laundry services, we have been serving the Irvine area and surrounding Orange County for many years. Our team is dedicated to providing top-notch commercial carpet and floor cleaning services to businesses in various industries. The Irvine area is known for its beautiful parks and family-friendly environment, and we are proud to be a part of this vibrant community. In fact, Irvine was recognized as one of the happiest cities in America in 2023, and we strive to contribute to the cleanliness and well-being of local businesses and facilities.
2400 Barranca Pkwy #290, Irvine, CA 92606, United States -
PropOps
● ClosedPropOps is a leading general contractor institution located at 20600 Ventura Boulevard, Los Angeles, California, United States. With a strong reputation for quality workmanship and attention to detail, PropOps offers a wide range of construction services to meet the needs of residential and commercial clients. From remodeling and renovations to new construction projects, our team of experienced professionals is dedicated to delivering exceptional results on time and within budget. Contact us today to learn more about how PropOps can help bring your vision to life.
20600 Ventura Blvd, Woodland Hills, CA 91364, United States -
The Independent Financial Group
● ClosedThe Independent Financial Group, located at 2655 First Street, Simi Valley, California, United States, is a finance institution that offers wealth planning and tax-managed strategies for individual investors. With a focus on developing objective wealth management strategies that align with personal values, the institution emphasizes progress towards achieving personal goals as the true measure of success. The institution also provides services from a CERTIFIED FINANCIAL PLANNER® Professional to assist clients in making informed decisions about their financial future. In addition, the institution offers industry reports and blog articles to keep clients informed about the latest trends and developments in the financial world. Don't let the upcoming election distract you from important financial decisions - visit The Independent Financial Group to ensure you are on the right track towards your financial goals.
2655 First St #250, Simi Valley, CA 93065, United States -
Merrill Lynch Financial Advisor Michael J McGovern
● ClosedMerrill Lynch Financial Advisor Michael J McGovern is a finance institution located at 2815 Townsgate Road, Westlake Village, California, United States. Michael is dedicated to building and maintaining strong relationships with clients, offering accessible, knowledgeable, and experienced financial advice. The institution works with corporations, business owners, individuals, and families to tailor appropriate retirement and capital strategies. Services include investment management, asset allocation strategies, trust management, estate planning, retirement planning, insurance planning, and more. Michael McGovern, Senior Financial Advisor, brings over 20 years of experience in the financial services industry and is committed to helping clients achieve their financial goals. The institution follows the Merrill tradition of community involvement and offers personalized financial plans through Merrill Personal Wealth Analysis™. Clients can expect a customized approach to address their financial needs and pursue their goals. With a focus on understanding clients' priorities and goals, Merrill Lynch Financial Advisor Michael J McGovern is dedicated to helping clients achieve financial success.
2815 Townsgate Rd Suite 300, Westlake Village, CA 91361, United States -
Global Financial Advisory Services
● ClosedGlobal Financial Advisory Services is a premier finance institution located at 15260 Ventura Boulevard in Los Angeles, California. Our institution offers a wide range of services including Bill Pay, Wealth 360, Tax Portal, and ShareFile to cater to the needs of our clients. As a multi-family office, we specialize in providing integrated tax, accounting, business, and wealth management services to entertainment industry professionals, entrepreneurs, professional athletes, and their families. Our holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, providing guidance, clarity of thought, and expertise to help you secure a more stable financial future.
15260 Ventura Blvd #1750, Sherman Oaks, CA 91403, United States -
Merrill Lynch Financial Advisor Paul Charles Sanit
● Closedthat there are benefits to working with a financial advisor who can help you fine-tune your investment strategy and make informed decisions that are aligned with your goals. At Merrill Lynch Financial Advisor Paul Charles Sanit, located in San Diego, California, our team of experienced professionals is dedicated to helping you navigate the complexities of wealth management and create a personalized plan that reflects your unique priorities. As a Goals Based Wealth Management Team, we focus on establishing and realizing goals centered on your 7-life priorities: family, finances, home, health, work, leisure, and giving. Through a holistic approach, we help manage your personal wealth and liabilities, retirement assets, business planning, and wealth transfer strategies. Our value proposition includes serving as your Financial Advocate, providing knowledge, experience, and resources to help you make informed financial decisions, adjusting and planning for life disruptions, and coordinating various aspects of your financial affairs.
12830 El Camino Real, San Diego, CA 92130, United States
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