Business succession in Long Beach, California

Next Level Legal is a law firm located in Long Beach, California, dedicated to providing accessible and innovative legal services. We believe that everyone should have access to legal counsel, which is why we offer solutions tailored to your specific needs. Our goal is to disrupt the traditional way law firms deliver services by utilizing technology, transparent pricing, and flexible payment options. Our CoCounsel program offers a dedicated attorney who specializes in assisting startups and growing businesses. With clear, upfront pricing and packages covering common legal needs, you can say goodbye to unpredictable hourly fees. Centralize your records and communicate directly with your attorney through our exclusive membership portal.

Kaedian LLP is a leading financial services institution located at 895 Dove Street in Newport Beach, California, United States. Our team of experienced professionals provides a wide range of services including investment management, financial planning, and retirement planning. We are dedicated to helping our clients achieve their financial goals and secure their financial futures. With a commitment to excellence and personalized service, Kaedian LLP is a trusted partner for individuals and businesses seeking financial guidance and expertise.

LA Wealth Management is a leading finance institution located at 1632 Aviation Boulevard in Redondo Beach, California, United States. With a team of experienced financial experts, we provide comprehensive wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our personalized approach ensures that your financial needs are met. Contact us today to learn more about how LA Wealth Management can help secure your financial future.

Raymond James is a financial institution located at 1220 Highland Avenue in Manhattan Beach, California, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment options and financial planning services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, the experienced professionals at Raymond James are dedicated to helping you navigate the complexities of the financial world and make informed decisions.

LA Wealth Management is a premier financial institution located at 100 West Broadway in Long Beach, California. Our team of experienced professionals specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help you every step of the way. At LA Wealth Management, we are dedicated to helping our clients build and preserve their wealth for the future. Contact us today to schedule a consultation.

jLife Wealth Management, led by Roger Conde, AIF CWS RFC, is a premier finance institution located in Manhattan Beach, California. With a focus on providing personalized wealth management solutions, our team of experts is dedicated to helping clients achieve their financial goals and secure their financial future. From retirement planning to investment strategies, we offer a comprehensive range of services tailored to meet the unique needs of each individual. Visit us at 500 North Meadows Avenue to learn more about how we can help you make the most of your finances.

Prosperity Wealth Planning is a premier financial institution located at 3780 Kilroy Airport Way in Long Beach, California. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Prosperity Wealth Planning is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial prosperity.

Morgan Stanley Financial Advisors is a renowned finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our dedicated team is here to help you navigate the complex world of finance. Trust Morgan Stanley Financial Advisors to provide you with the knowledge and expertise needed to secure your financial future.

Gates Group Wealth Management is a leading finance institution located at 18800 Delaware Street in Huntington Beach, California, United States. Specializing in personalized wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on investment strategies, financial planning, and risk management, we provide tailored solutions to meet the unique needs of each individual client. Trust Gates Group Wealth Management to guide you towards a secure financial future.

Stumpo Wealth Management Group is a leading finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. With a focus on providing personalized financial advice and investment strategies, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Stumpo Wealth Management Group offers tailored solutions to meet your needs. Experience the difference with our comprehensive approach to wealth management.

iking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more.

The Horgan Group of Raymond James is a leading finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a team of experienced financial advisors, we provide personalized wealth management services to help clients achieve their financial goals. Our comprehensive approach includes investment planning, retirement planning, estate planning, and more. Trust in The Horgan Group to provide expert guidance and support for all your financial needs.

Elevate Financial Partners is a prestigious finance institution located at 4675 Macarthur Court in Newport Beach, California, United States. Our expert team of financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Elevate Financial Partners is committed to elevating the financial well-being of our clients. Contact us today to learn more about how we can help you reach new heights in your financial journey.

Bond Consulting Services is a leading institution located at 3450 East Spring Street in Long Beach, California. We specialize in providing expert consulting services to businesses of all sizes, helping them achieve their financial and operational goals. Our team of experienced consultants offers a wide range of services including financial analysis, business strategy development, and process improvement. With a proven track record of success, we are committed to helping our clients thrive in today's competitive business environment. Contact us today to see how Bond Consulting Services can help your business reach its full potential.

SoCal Cleaners is a cleaning service institution located at 249299 Pacific Avenue, Long Beach, California, United States. Whether you are a new business looking to get started or an existing business looking to scale, SoCal Cleaners offers a range of resources and tools to help you succeed. From detailed articles to helpful blog posts, you can learn from the success stories of other entrepreneurs who are starting or doing millions annually. BookingKoala, the platform used by SoCal Cleaners, is not just an online booking software. It is a comprehensive platform that provides everything you need to grow a service business. Providers have access to their own accounts to view bookings, payments, tips, ratings, and more. Customers also have their own accounts where they can control and view appointments, refer friends, buy gift cards, and more.

Edward Jones - Financial Advisor: Monica Dickson, CFP® is a leading finance institution located at 111 West Ocean Boulevard in Long Beach, California, United States. With a dedicated team led by Certified Financial Planner Monica Dickson, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is committed to providing personalized solutions tailored to your unique needs. Trust in the expertise and professionalism of Monica Dickson and her team at Edward Jones to guide you towards financial success.

Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. is a renowned finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, they provide personalized solutions to meet the unique needs of each client. With a commitment to excellence and integrity, Gerald Thomas Montegani Jr., CFP, CIMA - UBS Financial Services Inc. is a trusted partner in financial success.

Wells Fargo Advisors is a leading financial institution located at 6700 California 1 in Long Beach, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expertise to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Bell&Brown Wealth Advisors, LLC is a premier finance institution located at 14 Corporate Plaza Drive in Newport Beach, California, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.

TRAN & CO., INC APC is a dedicated team of CPAs located in Newport Beach, California. We offer a wide range of accounting and finance services to both individual and business clients. Our firm combines big firm expertise with the personalized touch of a smaller firm, providing expert advice and tax strategies tailored to each client's needs. Our team is experienced in handling everything from pre-revenue startups to mature enterprises, and we prioritize client service and long-term relationships over billings. Our culture is rooted in supporting local businesses and the community, and we believe in the importance of strong relationships with our clients. With active CPA licenses and memberships in professional organizations, our team is well-equipped to handle all of your accounting and finance needs. Whether you need tax preparation, financial statements, or business consulting, TRAN & CO., INC APC is here to help you achieve financial stability and success. Contact us today to learn more about our services and how we can assist you with your financial goals.

Cooper's Accounting Services, LP is a reputable accounting and finance institution located at 4300 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cooper's Accounting Services, LP is dedicated to providing reliable and efficient solutions tailored to meet your specific needs. Trustworthy and dependable, they are committed to helping clients achieve their financial goals and ensuring their success. Visit Cooper's Accounting Services, LP today for all your accounting and finance needs.

C&C Mobile Tax & Bookkeeping Services is a professional accounting and finance institution located at 234 West 4th Street in Long Beach, California, United States. Our team of experts provides comprehensive tax preparation, bookkeeping, and financial consulting services to individuals and businesses in the area. With a focus on personalized service and attention to detail, we strive to help our clients achieve their financial goals and maximize their tax savings. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial success.

Olivette Smith Enrolled Agent|Smith's Tax Solutions is a reputable accounting and finance institution located at 2268 East 63rd Street in Long Beach, California, United States. Specializing in tax solutions, Olivette Smith is a licensed Enrolled Agent with expertise in tax preparation, planning, and representation. With a commitment to providing personalized and professional services, Smith's Tax Solutions helps individuals and businesses navigate the complexities of the tax system to achieve financial success. Whether you need assistance with tax filing, audits, or financial planning, Olivette Smith Enrolled Agent|Smith's Tax Solutions is here to help you every step of the way.

Summit CPA, Inc. is a leading accounting and finance institution located at 444 West Ocean Boulevard in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to businesses and individuals alike. From tax planning and preparation to financial forecasting and consulting, Summit CPA, Inc. is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Rick Jong & Associates is a reputable accounting and finance institution located at 355 Redondo Avenue in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Clients can trust Rick Jong & Associates to provide accurate and reliable financial advice to help them achieve their goals.

Charles Kauffman, CPA is a reputable accounting and finance institution located at 3350 East 7th Street 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 consulting. Their team of certified public accountants is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax filings or strategic financial advice, Charles Kauffman, CPA is here to help you achieve your financial goals.

Jesse Moreno CPA PC is a reputable accounting and finance institution located at 740 East Wardlow Road in Long Beach, California. Specializing in providing professional services to individuals and businesses, the institution offers a wide range of financial solutions tailored to meet the unique needs of each client. With a team of experienced and knowledgeable professionals, Jesse Moreno CPA PC is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial world with confidence. Whether you need assistance with tax preparation, financial planning, or business consulting, Jesse Moreno CPA PC is committed to delivering personalized and reliable services to ensure your financial success.

PERLE, GAUTSCHI & COMPANY is a prestigious financial institution located at 2429 West Coast Highway in Newport Beach, California. With a focus on providing top-notch financial services to their clients, the team at PERLE, GAUTSCHI & COMPANY is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experienced professionals are here to assist you every step of the way. Trust PERLE, GAUTSCHI & COMPANY to provide you with expert guidance and personalized solutions to secure your financial future.

Belmont Shore Bookkeeping is a reputable accounting and finance institution located at 4712 2nd Street in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of bookkeeping services to help businesses manage their financial records effectively. Whether you are a small business owner or a large corporation, Belmont Shore Bookkeeping is dedicated to providing accurate and reliable financial solutions tailored to meet your specific needs. Contact them today to streamline your accounting processes and ensure financial success for your business.

IRS Defenders is a leading accounting and finance institution located at 301 East Ocean Boulevard in Long Beach, California. Our team of expert professionals are dedicated to helping individuals and businesses navigate the complexities of the tax system and defending them against IRS audits and disputes. With years of experience and a track record of success, we are committed to providing the highest level of service and ensuring our clients achieve the best possible outcomes. Trust IRS Defenders to protect your financial interests and provide you with peace of mind in all tax-related matters.