TOP 30 Capital access in Newport Beach, California

7 results found

Slack Capital - Business Loans Simplified is a finance institution located at 120 Newport Center Drive, Newport Beach, California, United States. We offer a fast, convenient, and straightforward way to access the working capital you need to keep your business growing. Our short-term loans do not require a lengthy application process or collateral, providing quick access to funds for everyday operational costs. Whether you need to purchase inventory, lease equipment, or secure an SBA loan, we can assist you in finding the right funding option for your business. With flexible payment plans and affordable rates, Slack Capital is here to help finance your business needs and keep you ahead in the business world. Time is money, so don't wait – contact us today to learn more about how we can help your business thrive.

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Forward Funding is a finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. At Forward Funding, we specialize in securing personal unsecured loans quickly and efficiently. Whether you are looking for a new home mortgage, a refinance mortgage, or need assistance with debt consolidation, Forward Funding can help. Our team has access to a wide range of lenders, allowing us to find the best options for your specific needs. We are dedicated to providing personal financial security to all our clients, regardless of their financial history.

RCP Advisors is a leading private equity investment management firm located at 1111 Bayside Drive in Newport Beach, California. Specializing in North American lower middle market buyouts, RCP offers access to private equity fund managers through various investment vehicles such as funds-of-funds, secondary funds, co-investment funds, advisory services, and investment research services. With over $7.0 billion in committed capital and 300 investments, RCP leverages its market knowledge, investment process, and strong relationships within the private equity community to select the most successful fund managers. Visit their office in Newport Beach or their headquarters in Chicago for more information on their services. Please note that the information provided on their website is for informational purposes only and should not be considered as an offer to sell or solicit an offer to buy any security.

Merrill Lynch Financial Advisor Christopher Leu is located at 520 Newport Center Drive in Newport Beach, California. With over 35 years of experience in the financial services industry, Christopher Leu brings a wealth of knowledge to his role at Merrill Lynch. Prior to joining Merrill Lynch, he held various senior positions in banking and investment firms, including President & CEO of United Pacific Bank and President & Managing Director for Seyen Capital Markets, Inc. Christopher holds a B.S. degree in Business and a M.S. degree in Systems Management from the University of Southern California, and has completed PH.D course work in International Political Economy. He is a member of various prestigious clubs and organizations, and is actively involved in community service. As a financial advisor, Christopher Leu focuses on building personalized plans centered on his clients' goals and priorities, helping them achieve financial success and pursue their aspirations. Through the Investment Personality Assessment, he gains a deeper understanding of his clients' investing preferences and tailors financial approaches to align with their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Christopher works with his clients to develop strategies that address their financial needs and help them achieve their goals. His mission is to understand his clients' unique situations and provide thoughtful solutions that turn their financial goals into reality. By regularly reviewing and adjusting financial approaches, Christopher helps his clients stay on track to achieve what matters most to them. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Christopher Leu is dedicated to helping his clients navigate the complexities of their financial lives and pursue their goals.

Merrill Lynch Private Wealth Advisor Justin Vaicek, located at 520 Newport Center Drive in Newport Beach, California, offers personalized, boutique-like services to individuals and families with complex wealth management needs. Justin integrates industry-leading research and expert analysis to help clients achieve their financial goals. With over 20 years of experience in capital markets, Justin provides tailored strategies across various client needs including investment management, executive services, trust and estate planning, and access to credit and lending. Working alongside Justin is Scott Smeltzer, who provides investment research and analysis to advance client goals. Scott's quantitative skills contribute to initiatives such as investment manager evaluation, security selection, and portfolio strategy. With a background in finance and certifications as a Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER, Scott brings a wealth of expertise to the team.

Jannah Devine, a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, is dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions tailored to each client's unique needs. From investment strategies to trust management and legacy planning, we provide comprehensive services to help clients grow and protect their wealth. With a focus on building long-lasting relationships, we treat our clients like family, offering personalized advice and support every step of the way. As part of the Rockefeller Capital Management network, we have access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences and concierge services through our curated Lifestyle Advisory partners. Whether you're planning for the future or navigating complex financial decisions, Jannah Devine is here to help you achieve your goals and secure your legacy.