Business financial consulting in City of Industry, CA
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Merrill Lynch Financial Advisor C Shawn Warthen
● OpenMerrill Lynch Financial Advisor C Shawn Warthen is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Shawn Warthen, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1993. He assists clients in managing their wealth to meet their individual needs, offering a comprehensive approach that begins with understanding each client's goals. The institution provides personalized financial plans with the Merrill Personal Wealth Analysis™, supported by a team of experienced professionals dedicated to building strong client relationships. The focus is on helping clients achieve their financial goals, whether it's planning for retirement, saving for a home, or passing wealth to future generations. By using the Investment Personality Assessment, the institution customizes financial approaches to align with each client's preferences and priorities. The goal is to help clients manage, grow, and preserve their wealth while adapting to changes in life and the financial markets. With a focus on personalized service, the institution aims to help clients achieve their financial aspirations and turn their goals into reality. Consultations are held regularly to review progress and make adjustments to financial approaches as needed. The institution is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and the Investments & Wealth Institute®. Investing involves risk, and clients are advised to consult with legal and tax advisors before making financial decisions. The institution offers a range of services, including investment advisory and financial planning.
50 W San Fernando St 16th Floor, San Jose, CA 95113, United States -
SRS Consulting, LLC
● ClosedSRS Consulting, LLC is a reputable consulting firm located at 5071 Justin Terrace in Fremont, California. With a team of experienced professionals, we offer a wide range of consulting services to help businesses achieve their goals and maximize their potential. Our tailored solutions and strategic approach have helped numerous clients succeed in their respective industries. Contact us today to learn more about how SRS Consulting, LLC can help your business thrive.
5071 Justin Terrace Suite A, Fremont, CA 94555, United States -
Merrill Lynch Financial Advisor Michelle L Massey
● OpenMerrill 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 -
Silicon Valley Financial Group
● ClosedSilicon Valley Financial Group is a leading financial institution located at 950 South Bascom Avenue in the heart of San Jose, California. As a trusted name in the finance industry, we offer a wide range of services including investment management, financial planning, and wealth management. Our team of experienced professionals are dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are an individual looking to grow your wealth or a business seeking strategic financial solutions, Silicon Valley Financial Group is here to provide expert guidance and support. Visit us today to learn more about how we can help you reach your financial objectives.
950 S Bascom Ave #2112, San Jose, CA 95128, United States -
Merrill Lynch Financial Advisor Judy Y Klink
● OpenMerrill 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 -
Merrill Lynch Financial Advisor Shad Roundy
● OpenMerrill Lynch Financial Advisor Shad Roundy is a seasoned financial advisor with over 10 years of experience in the industry. Starting his career in Honolulu, Shad has managed branches in Hawaii and California before joining Merrill Lynch Wealth Management in 2021. Located at 3255 West March Lane in Stockton, California, Shad serves clients across the San Francisco East Bay area, the Central Valley, and Hawaii. As a Senior Financial Advisor, Shad offers personalized financial planning services through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. He believes in building a strong relationship with clients, understanding their needs and aspirations to create a tailored financial approach. By utilizing the Investment Personality Assessment, Shad can refine your investing preferences and develop a customized strategy to help you reach your financial goals.
3255 W March Ln STE 110, Stockton, CA 95219, United States -
Sierra Shore Financial
● OpenSierra Shore Financial, located at 500 Cypress Street, Pismo Beach, California, is a Registered Investment Advisor firm dedicated to providing responsive service and innovative solutions through quality vendors. With over 25 years of experience in the insurance and financial services industry, Mr. Hollett, the owner of Sierra Shore Financial, focuses on individual financial planning and employee benefit programs for small to medium size businesses. The institution offers services such as risk management tools, estate planning, college funding plans, IRAs, and 401ks to help families prepare for various life events. Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Additional advisory services are offered through Sierra Shore Financial (SSF). Mr. Hollett is also a licensed life, health, & variable securities agent in California. Clients residing in states where services may legally be offered can benefit from the institution's expertise in investment decisions. It is important to note that Sierra Shore Financial, Independent Financial Group, LLC, and their affiliates do not provide tax and legal advice. Links provided on the website are for informational purposes only and do not constitute an endorsement or recommendation. Clients can check the background of the firm on FINRA's BrokerCheck.
500 Cypress St #15, Pismo Beach, CA 93449, United States -
AIR Consulting
● ClosedAIR Consulting is a professional institution located at 5276 Hollister Avenue, Goleta, California, United States. Partner with us for all your back-office needs, including bookkeeping, reporting, admin, recruiting, and more. Our team of CPAs, MBAs, and experienced professionals will support your journey to success with frequent communication and assistance. We implement strict internal controls to ensure the safety of your assets and reputation. Say goodbye to turnover issues with our carefully selected and trained staff, available at competitive rates. Visit our About Us page to learn more about our values and how we incorporate them into our work. Interested in a free consultation? Choose from our two pricing options: Headcount for dedicated full-time or fractional employees, or Consultant services for C.P.A.s, M.B.A.s, and C-Suite fractional services. For the best service, consider our Hybrid option that combines both. We specialize in Microsoft Dynamics 365 Business Central Premium and welcome clients from all industries. We prioritize clear communication and building strong relationships with our clients. While we primarily offer remote staffing, we also provide training and consulting for your in-house team. Have a custom request? We're data-driven and happy to accommodate. Join our affiliate program for monthly compensation through referrals. Contact us today for more information.
5276 Hollister Ave Suite 355, Goleta, CA 93111, United States -
3 Key Consulting
● Open3 Key Consulting is a premier consulting firm located at 4565 Industrial Street in Simi Valley, California. Our team of experienced consultants specialize in providing strategic solutions in key areas such as business development, project management, and organizational growth. With a focus on innovation and efficiency, we work closely with our clients to identify opportunities for improvement and implement tailored strategies to drive success. Contact us today to see how 3 Key Consulting can help your business thrive.
4565 Industrial St #7, Simi Valley, CA 93063, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. As a trusted provider of financial services, UBS offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a strong presence in the finance industry, UBS is dedicated to delivering personalized and innovative financial solutions to individuals, businesses, and institutions. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, UBS Financial Services Inc. has the expertise and resources to help you succeed. Contact us today to learn more about how we can help you secure your financial future.
222 E Carrillo St #106, Santa Barbara, CA 93101, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a reputable finance institution located at 9201 Camino Media in Bakersfield, California, United States. With a strong presence in the financial industry, UBS offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides personalized investment advice, wealth management solutions, and comprehensive financial planning services to help clients achieve their financial goals. Trustworthy and reliable, UBS Financial Services Inc. is committed to helping clients navigate the complexities of the financial world and make informed decisions for a secure financial future.
9201 Camino Media # 230, Bakersfield, CA 93311, United States -
Northstar Financial Consulting Group
● ClosedNorthstar Financial Consulting Group, located in Beverly Hills, California, is a leading institution in the fields of accounting and finance. With a focus on empowering businesses with strategic financial insights, they go beyond basic bookkeeping services to provide comprehensive CFO services, strategic tax advice, and sophisticated accounting solutions tailored for growing businesses. Their team helps businesses navigate audits, compliance issues, and tax strategies to maximize profitability and growth potential. By translating complex tax strategies used by large corporations into actionable plans for small businesses, Northstar Financial Consulting Group helps clients unlock corporate-level savings and fuel business growth.
9454 Wilshire Blvd 6th Fl, Beverly Hills, CA 90212, United States -
Merrill Lynch Financial Advisor Baldwin T Chin
● OpenMerrill Lynch Financial Advisor Baldwin T Chin is a renowned finance institution located at 100 Wilshire Boulevard in Santa Monica, California, United States. With years of experience and expertise in the financial industry, Baldwin T Chin provides top-notch financial advisory services to individuals and businesses. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Baldwin T Chin is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take the first step towards a secure financial future.
100 Wilshire Blvd Suite 300, Santa Monica, CA 90401, United States -
Quantum Financial Advisors, LLC
● ClosedQuantum Financial Advisors, LLC, located at 520 Broadway in Santa Monica, California, is a finance institution that specializes in providing simple and elegant solutions to life's complex financial problems. Our mission is to alleviate financial stress for our clients so they can spend more time doing what they love. As fiduciaries, we prioritize the interests and success of our clients above all else, building relationships based on trust and collaboration. We work closely with our clients and their team of experts to ensure that resources and capital are aligned with their personal, family, and social perspectives. Our commitment to honesty, transparency, and ethical standards sets us apart in the industry. With a deep understanding of the unique needs of our typical clients, such as business owners, executives, and individuals entering new phases of life, we provide tailored financial solutions to help them achieve their goals.
520 Broadway Suite 200, Santa Monica, CA 90401, United States -
Summit Business Advisors LLC
● ClosedSummit Business Advisors LLC is a financial institution located in Los Angeles, California, specializing in accounting and finance services for project-based firms in industries such as engineering and architecture. With over 15 years of experience, our team of dedicated professionals and project accounting tech stack are purpose-built to help businesses reach the summit of success. We go beyond traditional bookkeeping and accounting to provide tools and expertise that allow you to manage cash flow, understand project profitability, increase revenue, and maximize profits. Our services include real-time visibility into your business financials, data-driven decision-making, and the ability to take up to 6 weeks away from your business while still growing. We work with you to implement project accounting, improve financial performance, optimize cash flow, and improve financial stability. Our goal is to provide you with accurate financials, informed decision-making, and a clear path to success.
2999 Overland Ave #207c, Los Angeles, CA 90064, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 609 Deep Valley Drive in Rolling Hills Estates, California, United States. Our team of expert financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies, wealth management, and financial planning services. With a strong reputation for excellence in the industry, Morgan Stanley Financial Advisors is committed to providing top-tier financial guidance and support to individuals and businesses alike. Contact us today to learn how we can help you secure your financial future.
609 Deep Valley Dr Ste 400, Rolling Hills Estates, CA 90274, United States -
Merrill Lynch Financial Advisor Andrew Hur
● OpenMerrill Lynch Financial Advisor Andrew Hur is located at 2301 Rosecrans Avenue, El Segundo, California, United States. Andrew Hur joined Merrill Lynch Wealth Management in 2017 and has over 13 years of experience in the financial services industry. He assists High Net Worth individuals and business owners with wealth accumulation and preservation, as well as banking and lending needs through Bank of America. Andrew believes in full transparency and strong communication skills to build long-lasting relationships with his clients. He is fluent in Korean and holds various certifications including Chartered Retirement Planning Counselor™ and Certified Exit Planning Advisor. Andrew focuses on goals-based financial planning and works with clients to understand their financial goals and priorities. He believes in creating a personalized financial approach that reflects each client's unique needs and financial situation. With access to the resources of Merrill and Bank of America, Andrew helps clients manage, grow, and preserve their wealth. He believes in staying informed about changes in the financial markets and in clients' lives to help them stay on track towards their goals. Andrew's mission is to understand each client personally and design a customized plan to help them pursue their financial goals. Whether it's planning for retirement, funding education, or passing wealth to future generations, Andrew is dedicated to helping clients achieve their goals. As a Merrill Lynch Wealth Management Advisor, Andrew is committed to providing personalized investment strategies and comprehensive financial solutions to address each client's needs. He believes in the power of building strong client relationships based on trust and personalized service. Andrew Hur is registered to do business in several states and is dedicated to helping clients live their best financial life.
2301 Rosecrans Ave Suite 3150, El Segundo, CA 90245, United States -
JMI Consulting Group
● OpenJMI Consulting Group is a leading consulting firm located in Palos Verdes Estates, California. Our team of experienced consultants provides expert advice and strategic solutions to help businesses achieve their goals and drive success. We specialize in a wide range of industries, including finance, technology, healthcare, and more. With a focus on innovation and results, JMI Consulting Group is dedicated to delivering customized solutions that meet the unique needs of each client. Visit us at 2516 Vía Tejon to learn more about how we can help your business thrive.
2516 Vía Tejon, Palos Verdes Estates, CA 90274, United States -
OMNI Consulting Solutions
● OpenOMNI Consulting Solutions is a leading institution located at 1730 East Holly Avenue in El Segundo, California. Our innovative solutions and expert consulting services cater to a wide range of industries. Our reputation for excellence is exemplified by our recent 30-second commercial that aired on the big screen at Empower Stadium. Visit us today to discover how we can help your business thrive.
1730 E Holly Ave, El Segundo, CA 90245, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a leading finance institution located at 444 Flower Street in Los Angeles, California, United States. Our team of experienced financial advisors provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong reputation for excellence and innovation in the industry, Morgan Stanley Financial Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Contact us today to learn more about how we can help you secure your financial future.
444 Flower St 34th Fl, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor James S. Morner
● OpenMerrill Lynch Financial Advisor James S. Morner is located at 3010 Old Ranch Parkway in Seal Beach, California. James Morner is a Wealth Management Advisor with certifications including CFP, CRPC, and CPFA. He helps affluent families and business owners with their financial needs by creating customized strategies based on their goals and priorities. With 14 years of experience in the financial industry, James joined Merrill Lynch Wealth Management in 2007. His team is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, James can create personalized plans focused on achieving your goals. The institution offers investment insights, tips, and strategies to help you reach your financial goals. James believes in a consultative and objective approach to wealth management, focusing on the client's needs and priorities. With access to the resources of Merrill and Bank of America, James can help you manage, grow, and preserve your wealth while considering your long-term financial needs. Whether you are planning for retirement, education, or transferring wealth to future generations, James can help you create a financial approach that reflects your unique personality and goals. Contact Merrill Lynch Financial Advisor James S. Morner to start working towards your financial goals today.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Oasis Consulting Group
● ClosedOasis Consulting Group, located at 2901 West Coast Highway in Newport Beach, California, is a finance institution specializing in luxury travel planning and consulting services. With a focus on creating unforgettable experiences, their team, led by CFO Don Wheatley and President Stephane Marchand, offers personalized itineraries to destinations such as Malibu, Aspen, Los Angeles, Beverly Hills, Scottsdale, NYC, and Miami. Whether you are a high-performing executive looking to make the most of your time, or someone seeking immersion in local culture, Oasis Consulting Group can cater to your unique travel needs. Their Cruise Services division provides tailor-made travel plans that include exclusive accommodations, competitive rates, and one-of-a-kind experiences. With a dedicated personal concierge available at your service, planning your dream vacation has never been easier.
2901 West Coast Hwy, Newport Beach, CA 92663, 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 -
Merrill Lynch Financial Advisor Jay Hyunjoon Hwang
● OpenMerrill Lynch Financial Advisor Jay Hyunjoon Hwang is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. With years of experience in the financial services industry, Jay is dedicated to helping individuals, families, and businesses achieve their financial goals. He holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification and the Chartered Retirement Plans Specialist, CRPS designation. Jay's personalized approach focuses on understanding your goals and priorities, and he works with you to create a financial plan that reflects your unique needs. By staying informed and regularly reviewing your financial approach, Jay helps you stay on track to achieve what's most important to you. Whether you're planning for retirement, saving for a home, or preparing to pass your wealth to future generations, Jay is committed to helping you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Jay can provide comprehensive financial solutions tailored to your needs. Contact Jay Hwang to start working towards your financial goals today.
333 S Hope St, Los Angeles, CA 90071, United States -
UBS Financial Services Inc.
● OpenUBS Financial Services Inc. is a leading finance institution located at 3030 Old Ranch Parkway in Seal Beach, California. As a subsidiary of the global financial services firm UBS AG, UBS Financial Services Inc. offers a wide range of wealth management services, investment advisory, and financial planning solutions to individuals, businesses, and institutions. With a strong reputation for excellence and expertise in the financial industry, UBS Financial Services Inc. is committed to helping clients achieve their financial goals and secure their financial future.
3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States -
CeC Accounting & Consulting Services
● OpenCEC Accounting & Consulting Services, located at 16458 Bolsa Chica Street in Huntington Beach, California, is a trusted institution specializing in accounting and finance services. Founded by Cecilia Scott in 2018, CEC Accounting offers expert bookkeeping and consulting services for startups and small to medium-sized enterprises in California. With over 15 years of experience in the industry, Cecilia and her team are dedicated to helping clients understand and analyze their company's finances in real time. As a single mother and CEO, Cecilia values work-life balance and understands the importance of personalized accounting solutions for each business. The team at CEC Accounting is committed to providing integrity, trust, and reliability in all their services, tailored to meet the unique needs of each client. With a focus on real estate, construction, and inventory, CEC Accounting offers comprehensive support to help businesses thrive and grow.
16458 Bolsa Chica St, Huntington Beach, CA 92649, United States -
Merrill Lynch Financial Advisor Russell Reyes
● OpenMerrill Lynch Financial Advisor Russell Reyes, located at 333 South Hope Street in Los Angeles, California, is a trusted institution in the finance industry with over 25 years of experience. Russell Reyes holds a bachelor's degree in Business/Economics from UCLA and is dedicated to working with individuals and families to help them achieve their financial goals. At Merrill Lynch Wealth Management, Russell Reyes follows the tradition of community involvement by volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, he can create a personalized financial plan tailored to your specific goals and needs. By starting with a conversation to understand your priorities and aspirations, Russell Reyes can help you make informed decisions about your financial future.
333 S Hope St, Los Angeles, CA 90071, United States -
KSJ Consulting
● ClosedKSJ Consulting, located at 8251 La Palma Avenue in Buena Park, California, is dedicated to improving your financial health. The experienced team understands that facing financial difficulties can be overwhelming, both mentally and physically. By staying informed, you can make confident decisions about your financial future. With over 30 years of providing exceptional customer service and support, KSJ Consulting is one of the fastest growing companies in the industry. We believe in treating every customer with respect and offering concierge services to ensure that we are providing the right solutions for you, your family, or your business. Through a free 30-minute consultation, we can start the process of rebuilding your credit and equipping you with the tools and resources you need to achieve your financial goals, whether that be purchasing a home, refinancing, getting a vehicle, or applying for low-interest rate credit cards.
8251 La Palma Ave #372, Buena Park, CA 90620, United States -
Transpacific Financial Inc
● OpenTranspacific Financial Inc is a reputable finance institution located at 18725 Gale Avenue in the City of Industry, California, United States. With a strong focus on providing top-notch financial services, Transpacific Financial Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. From loans and investments to financial planning and advisory services, the institution is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Transpacific Financial Inc is a trusted partner for all your financial needs.
18725 Gale Ave #226, City of Industry, CA 91748, United States -
Z D Consulting Group Inc
● ClosedZ D Consulting Group Inc is a reputable accounting and finance institution located at 17800 Castleton Street in the City of Industry, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Z D Consulting Group Inc is committed to providing top-notch expertise and personalized solutions to help you achieve your financial goals. Visit their office today to learn more about how they can help you navigate the complex world of finance.
17800 Castleton St # 180, City of Industry, CA 91748, United States
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