TOP 10 Business financial services in Laguna Beach, CA
33 results found
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Bank of America Financial Center
● ClosedBank of America Financial Center is a full-service bank and financial institution located at 299 Ocean Avenue in the beautiful beach town of Laguna Beach, California. With a wide range of banking services including checking and savings accounts, loans, mortgages, and investment opportunities, Bank of America is dedicated to helping individuals and businesses achieve their financial goals. Our experienced staff is committed to providing excellent customer service and personalized financial solutions to meet the needs of our clients. Visit us today to experience the convenience and reliability of banking with Bank of America.
299 Ocean Ave, Laguna Beach, CA 92651, United States -
Avalon Financial Group Inc
● OpenAvalon Financial Group Inc is a finance institution located at 1075 North Coast Highway in the beautiful seaside town of Laguna Beach, California. With a team of experienced financial advisors and experts, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Avalon Financial Group Inc is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1075 N Coast Hwy, Laguna Beach, CA 92651, 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 -
McDonnell Business Services Inc
● ClosedMcDonnell Business Services Inc is a trusted accounting and finance institution located at 355 3rd Street in Laguna Beach, California, United States. With a team of experienced professionals, we offer a wide range of accounting and financial services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, our dedicated team is committed to helping our clients achieve their financial goals. Contact us today to learn more about how McDonnell Business Services Inc can support your financial needs.
355 3rd St, Laguna Beach, CA 92651, United States -
Laguna Numbers Bookkeeping Services
● ClosedLaguna Numbers Bookkeeping Services is a reliable accounting and finance institution located at 1278 Glenneyre Street in Laguna Beach, California, United States. Specializing in small businesses, we are dedicated to keeping your books organized, particularly focusing on expenses. With just one look at your books, you will have a clear understanding of your financial situation. If you are feeling overwhelmed and behind on your financials, there is no need to worry. Our team can quickly and efficiently complete months or even years of overdue bookkeeping. Let us help you get back on track and stay on top of your finances.
1278 Glenneyre St #101, Laguna Beach, CA 92651, United States -
United States Postal Service
● ClosedWelcome to the United States Postal Service located at 31677 Virginia Way, Laguna Beach, California. As a cornerstone of the community, our branch offers a comprehensive range of postal and financial services to meet all your mailing and shipping needs. Whether you're sending a letter across town or a package across the globe, our dedicated team is here to assist you with reliable and efficient service. In addition to traditional postal services, we provide a variety of financial services, including money orders and postal savings options, designed to make managing your finances convenient and secure. Our commitment to customer satisfaction ensures a friendly and helpful experience every time you visit.
31677 Virginia Way, Laguna Beach, California 92652, United States -
Edward Jones - Financial Advisor: Sean Smith
● OpenWelcome to Edward Jones - Financial Advisor: Sean Smith, your trusted partner in Laguna Beach, California, for comprehensive financial services. Located at 32392 Coast Highway, our office is dedicated to helping you plan and secure your financial future with personalized strategies tailored to your needs. At Edward Jones, we prioritize your privacy and data security. For detailed information on how we use and protect your data, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, tailor our marketing efforts, and enhance your experience with our digital platforms.
32392 Coast Highway, Laguna Beach, California 92651, United States -
Arlene Bautista - State Farm Insurance Agent
● ClosedArlene Bautista - State Farm Insurance Agent is a reputable insurance agency located at 332 Forest Avenue, Laguna Beach, California, United States. Arlene Bautista is a dedicated professional with a Bachelor of Science degree from California State University Long Beach and a Masters Program in Strategic Life Coaching. She is fluent in Spanish and has a passion for mentoring and empowering younger women. Arlene Bautista specializes in auto, life, and health insurance, serving individuals and families in California, Oregon, Nevada, and Arizona. Her office in Laguna Beach offers exceptional insurance and financial services to the community. She caters to customers in various cities including Laguna Niguel, Lake Forest, Dana Point, Laguna Hills, and many more.
332 Forest Ave #12, Laguna Beach, CA 92651, United States -
Wally Shao - State Farm Insurance Agent
● ClosedWally Shao - State Farm Insurance Agent is an insurance agency located at 25 Mauchly, Irvine, California, United States. Conveniently situated near Costco and Irvine Metro Stations, our office is open Monday through Friday from 9 am to 6 pm. With a rich history dating back to the 1980s, we have proudly represented State Farm and earned a reputation for exceptional insurance options. Our licensed professionals are dedicated to creating personalized insurance plans to meet your individual needs. We serve individuals, families, and businesses throughout Orange County, including cities such as Irvine, Tustin, Laguna, Newport Beach, and Lake Forest. Our team members are graduates of esteemed institutions and active members of the community, with a strong commitment to providing excellent customer service. We offer a wide range of insurance products, including Auto, Homeowners, Life, Health, and Commercial insurance.
25 Mauchly #334, Irvine, CA 92618, United States -
OC NOTARY NOW
● OpenOC Notary Now is a reputable finance institution located in Laguna Beach, California. Our team of professional notaries is dedicated to providing efficient and reliable notary services for all your financial needs. Whether you need documents notarized for a loan, real estate transaction, or any other financial matter, we are here to help. Visit us at 325 Glenneyre Street for all your notary needs in the Laguna Beach area.
325 Glenneyre St, Laguna Beach, CA 92651, United States -
Ziplend Inc
● ClosedZiplend Inc is a leading finance institution located in the picturesque city of Laguna Beach, California. With a prime location on South Coast Highway, Ziplend Inc offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for a personal loan, business financing, or investment opportunities, our team of experts is dedicated to providing top-notch service and tailored solutions to help you achieve your financial goals. Visit us at 1590 South Coast Highway and let Ziplend Inc be your trusted partner in financial success.
1590 S Coast Hwy # 7, Laguna Beach, CA 92651, United States -
Loans By Suzette
● ClosedLoans By Suzette is a reputable finance institution located at 430 Forest Avenue in the beautiful city of Laguna Beach, California, United States. With a focus on providing personalized loan solutions to meet the unique financial needs of each individual, Loans By Suzette offers a range of loan options including personal loans, home loans, and business loans. The dedicated team at Loans By Suzette is committed to providing excellent customer service and guiding clients through the loan process with transparency and integrity. Whether you are looking to purchase a new home, start a business, or consolidate debt, Loans By Suzette is here to help you achieve your financial goals.
430 Forest Ave, Laguna Beach, CA 92651, United States -
John Kerkes - State Farm Insurance Agent
● ClosedJohn Kerkes - State Farm Insurance Agent is a trusted insurance agency located at 31815 Camino Capistrano in San Juan Capistrano, California. As a lifelong resident and native of Southern Orange County, John Kerkes is dedicated to serving the wonderful people within the community and state. The office is conveniently situated in historic downtown San Juan Capistrano, across from the Swallow's Inn and near the iconic Mission San Juan Capistrano. Serving surrounding cities such as Dana Point, San Clemente, Rancho Mission Viejo, Mission Viejo, Laguna Beach, Laguna Niguel, and Laguna Hills, the agency provides a wide range of insurance services including auto, homeowners, condo, business, renters, and life insurance. Customers can reach out via phone, email, text, or by stopping by the office for assistance and support. Additionally, the agency offers valuable information on various topics such as fueling mishaps, rural road driving safety, sauna benefits, and pet insurance. With a commitment to customer satisfaction and protection, John Kerkes - State Farm Insurance Agent is a reliable choice for all insurance needs.
31815 Camino Capistrano #26, San Juan Capistrano, CA 92675, United States -
Christopher Lopez: Allstate Insurance
● ClosedChristopher Lopez: Allstate Insurance is a reputable insurance agency located at 31601 Coast Highway in Laguna Beach, California, United States. With a strong commitment to providing top-notch insurance solutions, Christopher Lopez and his team offer a wide range of insurance products to meet the needs of individuals and businesses alike. Whether you are looking for auto, home, life, or business insurance, you can trust Christopher Lopez: Allstate Insurance to provide you with personalized service and reliable coverage. Contact them today to discuss your insurance needs and receive a customized insurance plan that fits your budget and lifestyle.
31601 Coast Hwy UNIT C, Laguna Beach, CA 92651, United States -
Farmers Insurance - Robert Bailey
● ClosedLocated in Laguna Beach, California, the Farmers Insurance - Robert Bailey agency is dedicated to providing personalized insurance solutions for the community. With over 20 years of experience in the industry, Robert Bailey aims to help clients make informed decisions about their insurance needs, whether it be for their home, car, business, or life. The agency emphasizes building relationships with clients and understanding their unique situations in order to create customized policies that suit their lifestyle. Conveniently located in South Laguna Beach, the agency is committed to providing long-term service and coverage to protect clients' current and future assets. From comprehensive coverage to collision coverage, the agency offers a range of insurance options to meet clients' needs and budget. Whether you need auto insurance, home insurance, renters insurance, or business insurance, the Robert Bailey Agency is here to help. Additionally, the agency offers financial planning services to help clients secure a stable future. Contact the Farmers Insurance - Robert Bailey agency today to discuss your insurance options and start protecting what matters most to you.
31639 Coast Hwy, Laguna Beach, CA 92651, United States -
Levin & Dicterow
● ClosedLevin & Dicterow is a prestigious institution located at 301 Forest Avenue in Laguna Beach, California, United States. Known for its exceptional reputation and commitment to excellence, Levin & Dicterow offers a wide range of services to clients, including legal advice, financial consulting, and business management. With a team of highly skilled professionals, the institution prides itself on providing top-notch service and personalized solutions to meet the needs of each individual client. Whether you are seeking legal guidance, financial planning, or strategic business advice, Levin & Dicterow is dedicated to helping you achieve your goals and navigate the complexities of today's world.
301 Forest Ave 2nd Floor, Laguna Beach, CA 92651, United States -
Law Offices of James LeBloch
● ClosedThe Law Offices of James LeBloch, located at 422 Glenneyre Street in Laguna Beach, California, offers expert legal services in accounting, finance, and law. With 25 years of experience in litigating tax cases in various courts, including the Tax Court and Federal District Court, James LeBloch provides effective solutions for complex tax issues. He also specializes in estate and business planning, helping clients minimize taxes and avoid costly mistakes in structuring their businesses. Clients have praised James LeBloch for his aggressive litigation skills and ability to secure favorable settlements in challenging cases, such as financial elder abuse and trust disputes. With a focus on protecting the rights of the elderly and ensuring fair treatment in estate matters, the firm provides comprehensive legal representation for clients facing complex legal issues.
422 Glenneyre St #1, Laguna Beach, CA 92651, United States -
Duttenhoffer David
● OpenDuttenhoffer David is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong focus on providing top-notch financial services to individuals and businesses, Duttenhoffer David is known for its expertise in investment strategies, wealth management, and financial planning. Clients can expect personalized attention and tailored solutions to help them achieve their financial goals. Trustworthy and reliable, Duttenhoffer David is a go-to institution for all your financial needs.
1100 S Coast Hwy # 210, Laguna Beach, CA 92651, United States -
Tangible Investments, Inc.
● ClosedTangible Investments, Inc. is a versatile institution located at 1910 South Coast Highway in Laguna Beach, California. As a unique combination of an art gallery, finance, home goods store, jewelry store, and general store, Tangible Investments offers a wide range of products and services to meet your needs. Whether you are looking to buy or sell, their team will ensure that you are making the ultimate investment in your future. As a member of prestigious organizations such as the Professional Numismatists Guild (PNG) and the American Numismatic Association (ANA), Tangible Investments is a trusted source for all your numismatic needs. They are also a co-founder and authorized dealer for the Professional Coin Grading Service (PCGS) and an Authorized Dealer of the Numismatic Guarantee Corporation (NGC). Additionally, they are an Accredited Business with the Better Business Bureau (BBB), further demonstrating their commitment to excellence.
1910 S Coast Hwy, Laguna Beach, CA 92651, United States -
Piper Jaffray & Co
● OpenPiper Jaffray & Co is a renowned finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. With a strong reputation for providing top-notch financial services, Piper Jaffray & Co offers a wide range of investment banking and asset management services to individuals and businesses. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking for investment advice, wealth management solutions, or assistance with mergers and acquisitions, Piper Jaffray & Co is committed to delivering exceptional service and expertise to meet your needs.
1100 S Coast Hwy # 300, Laguna Beach, CA 92651, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 265 Ocean Avenue in Laguna Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial market. Visit their office in Laguna Beach to learn more about how they can assist you in reaching your financial goals.
265 Ocean Ave, Laguna Beach, CA 92651, United States -
Kelly Patrick Income Tax
● OpenKelly Patrick Income Tax is a reputable accounting and finance institution located at 801 Glenneyre Street in the beautiful city of Laguna Beach, California. Specializing in income tax services, Kelly Patrick Income Tax provides expert guidance and assistance to individuals and businesses in managing their finances and maximizing their tax returns. With a team of experienced professionals, clients can trust in the institution's expertise and dedication to delivering top-notch financial services. Whether you need help with tax preparation, planning, or other financial matters, Kelly Patrick Income Tax is here to help you navigate the complexities of the tax system and ensure your financial success.
801 Glenneyre St # A1, Laguna Beach, CA 92651, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 465 Forest Avenue in Laguna Beach, California. Specializing in accounting and finance services, our team of expert professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, RMJR Tax and Accounting is your go-to destination for all your tax and accounting needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
465 Forest Ave, Laguna Beach, CA 92651, United States -
M Tax Consulting
● OpenM Tax Consulting is a leading finance institution located at 202 Park Avenue in the beautiful city of Laguna Beach, California, United States. Our team of experienced professionals specializes in providing top-notch tax consulting services to individuals and businesses. Whether you need help with tax planning, compliance, or resolving complex tax issues, our experts are here to guide you every step of the way. Trust M Tax Consulting to help you navigate the ever-changing tax landscape and achieve your financial goals with ease.
202 Park Ave Num 3, Laguna Beach, CA 92651, United States -
My CPA Pro, PC
● ClosedMy CPA Pro, PC is a leading finance institution located in the picturesque city of Laguna Beach, California. Our team of certified public accountants are dedicated to providing top-notch financial services to individuals and businesses alike. With a focus on professionalism and expertise, we strive to help our clients achieve their financial goals and navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, accounting, or financial planning, our experienced team is here to help. Visit us at 1968 South Coast Highway to learn more about how My CPA Pro, PC can support your financial needs.
1968 S Coast Hwy #1557, Laguna Beach, CA 92651, United States -
Alexander Alvarez & Co
● ClosedAlexander Alvarez & Co is a leading accounting and finance institution located at 301 Forest Avenue in the beautiful coastal town of Laguna Beach, California. Our team of experienced professionals provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Visit us today to see how we can assist you with all of your accounting and finance needs.
301 Forest Ave, Laguna Beach, CA 92651, United States -
Ernst Artmann & Associates
● ClosedErnst Artmann & Associates is a reputable accounting and finance institution located at 1027 North Pacific Coast Highway in Laguna Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
1027 N Pacific Coast Hwy # G, Laguna Beach, CA 92651, United States -
Roy Ronald a CPA
● ClosedRoy Ronald, CPA is a trusted accounting and finance institution located at 384 Forest Avenue in the beautiful city of Laguna Beach, California, United States. With years of experience and expertise in the field, Roy Ronald provides top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, Roy Ronald, CPA is dedicated to helping you achieve your financial goals. Trust in their professionalism and knowledge to guide you through all your accounting needs.
384 Forest Ave # 16, Laguna Beach, CA 92651, United States -
Corrie Casserly, CPA
● ClosedCorrie Casserly, CPA is a reputable accounting and finance institution located at 233 Cypress Drive in beautiful Laguna Beach, California, United States. With a focus on providing top-notch financial services to individuals and businesses, Corrie Casserly, CPA is known for their expertise in tax preparation, auditing, and financial consulting. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and navigate complex financial matters with ease. Trust Corrie Casserly, CPA to provide reliable and professional accounting services tailored to your specific needs.
233 Cypress Dr apt c, Laguna Beach, CA 92651, United States -
todd hammett cpa
● ClosedTodd Hammett CPA is a trusted accounting and finance institution located at 1000 North Coast Highway in the picturesque city of Laguna Beach, California, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals with personalized and efficient solutions. Whether you need assistance with tax compliance or strategic financial advice, Todd Hammett CPA is committed to providing top-notch service and expertise to meet your needs.
1000 N Coast Hwy #1, Laguna Beach, CA 92651, United States
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