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Guide > Capital protection strategies in California > Capital protection strategies in Long Beach

Top 30 Best Capital protection strategies in Long Beach, California

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  • 1
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  • 5 25
    #1

    Retirement Planning Newport Beach | Miramontes Capital

    ● Closed
    4701 Teller Ave, Newport Beach, CA 92660, United States
    (949) 404-2300
    miramontescapital.com

    Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success.

    Photo of Retirement Planning Newport Beach | Miramontes Capital - 4701 Teller Avenue, Newport Beach, CA 92660, USA Photo of Retirement Planning Newport Beach | Miramontes Capital - 4701 Teller Avenue, Newport Beach, CA 92660, USA Photo of Retirement Planning Newport Beach | Miramontes Capital - 4701 Teller Avenue, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 5 9
    #2

    Onitus Capital, LLC

    ● Closed
    3857 Birch St Suite #5059, Newport Beach, CA 92660, United States
    (860) 918-4904
    onituscapital.com

    Onitus Capital, LLC is a reputable finance and insurance agency located at 3857 Birch Street in Newport Beach, California, United States.

    Photo of Onitus Capital, LLC - 3857 Birch Street, Newport Beach, CA 92660, USA Photo of Onitus Capital, LLC - 3857 Birch Street, Newport Beach, CA 92660, USA
    Financial Service Insurance Agency
    Details
  • 5 7
    #3

    Golden Capital Group

    ● Closed
    440 Stevens Ave #200, Solana Beach, CA 92075, United States
    (888) 708-7679
    goldencapitalgrp.com

    Golden Capital Group is a leading finance institution located at 440 Stevens Avenue in the beautiful coastal town of Solana Beach, California.

    Financial Service
    Details
  • 5 1
    #4

    Axis Capital Management - Financial Advisor

    ● Closed
    2447 Pacific Coast Hwy 2nd Floor, Hermosa Beach, CA 90254, United States
    (805) 750-3144
    axiscapmanagement.com

    Axis Capital Management is a leading financial advisor located at 2447 Pacific Coast Highway in Hermosa Beach, California.

    Photo of Axis Capital Management - Financial Advisor - 2447 Pacific Coast Highway, Hermosa Beach, CA 90254, USA Photo of Axis Capital Management - Financial Advisor - 2447 Pacific Coast Highway, Hermosa Beach, CA 90254, USA Photo of Axis Capital Management - Financial Advisor - 2447 Pacific Coast Highway, Hermosa Beach, CA 90254, USA
    Financial Service
    Details
  • #5

    Capital Resources & Insurance

    ● Closed
    5500 Bolsa Ave # 145, Huntington Beach, CA 92649, United States
    (714) 903-2400
    capitalres.com

    Capital Resources & Insurance is a reputable finance institution located at 5500 Bolsa Avenue in Huntington Beach, California.

    Financial Service
    Details
  • #6

    Shell Beach Capital

    ● Open
    1851 Shell Beach Rd #805, Shell Beach, CA 93449, United States
    (805) 458-5069

    Shell Beach Capital is a premier financial institution located at 1851 Shell Beach Road in the picturesque coastal town of Pismo Beach, California.

    Financial Service
    Details
  • #7

    Excelsus Capital Management - Investment Advisor & Financial Planner

    ● Open
    111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States
    (310) 376-1367
    excelsuscapital.net

    Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California.

    Financial Service
    Details
  • #8

    Pacific Capital Team

    ● Closed
    2110 Artesia Blvd Suite B-917, Redondo Beach, CA 90278, United States
    (800) 910-6423

    Pacific Capital Team is a reputable finance institution located at 2110 Artesia Boulevard in Redondo Beach, California. With a team of experienced professionals, we provide a wide range of financial services to help our clients achieve their goals.

    Photo of Pacific Capital Team - 2110 Artesia Boulevard, Redondo Beach, CA 90278, USA Photo of Pacific Capital Team - 2110 Artesia Boulevard, Redondo Beach, CA 90278, USA
    Financial Service
    Details
  • #9

    Capital Investment

    ● Closed
    444 W Ocean Blvd 8th fl ste 800, Long Beach, CA 90802, United States
    (562) 420-9009
    ciadvisers.com

    Capital Investment is a leading finance institution located at 444 West Ocean Boulevard in Long Beach, California, United States.

    Financial Service
    Details
  • #10

    Hexeum Capital | Financial Advisors, Wealth Management, Insurance Services

    ● Open
    5000 Birch St tower suite 3000, Newport Beach, CA 92660, United States
    (323) 388-8442
    hexeumcapital.com

    Hexeum Capital is a premier financial advisory and wealth management institution located in the heart of Newport Beach, California.

    Financial Service Insurance Agency
    Details
  • #11

    MAI Capital Management

    ● Closed
    4695 MacArthur Ct Suite 850, Newport Beach, CA 92660, United States
    (216) 920-4800
    mai.capital

    MAI Capital Management is a leading financial institution located at 4695 Macarthur Court in Newport Beach, California, United States. Specializing in finance, MAI offers a wide range of investment services to help clients achieve their financial goals.

    Photo of MAI Capital Management - 4695 Macarthur Court, Newport Beach, CA 92660, USA Photo of MAI Capital Management - 4695 Macarthur Court, Newport Beach, CA 92660, USA Photo of MAI Capital Management - 4695 Macarthur Court, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • #12

    Manhattan Beach, Branch Office - UBS Financial Services Inc.

    ● Open
    2121 Rosecrans Ave #1300, El Segundo, CA 90245, United States
    (424) 301-3804
    local.ubs.com

    The Manhattan Beach Branch Office of UBS Financial Services Inc. is conveniently located at 2121 Rosecrans Avenue in El Segundo, California.

    Financial Service
    Details
  • #13

    Capital Management Group Inc

    ● Open
    286 Pomona Ave, Long Beach, CA 90803, United States
    (562) 930-0786

    Capital Management Group Inc is a leading finance institution located at 286 Pomona Avenue, Long Beach, California, United States.

    Financial Service
    Details
  • #14

    SAI Capital Management

    ● Open
    3010 Old Ranch Pkwy # 460, Seal Beach, CA 90740, United States
    (562) 596-0890

    SAI Capital Management is a leading financial institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States.

    Automated Teller Financial Service
    Details
  • #15

    Capital Planning Group, LLC - Jennifer Zaat-Wright, CFP

    ● Closed
    20422 Beach Blvd Suite 410, Huntington Beach, CA 92648, United States
    (714) 881-1595
    capitalplanninggroupllc.com

    Capital Planning Group, LLC - Jennifer Zaat-Wright, CFP is a finance institution located at 20422 Beach Boulevard in Huntington Beach, California, United States.

    Photo of Capital Planning Group, LLC - Jennifer Zaat-Wright, CFP - 20422 Beach Boulevard, Huntington Beach, CA 92648, USA
    Financial Service
    Details
  • #16

    Sidoxia Capital Management, LLC

    ● Open
    2901 West Coast Hwy Suite 200, Newport Beach, CA 92663, United States
    (949) 258-4322
    sidoxia.com

    Sidoxia Capital Management, LLC is a finance institution located at 2901 West Coast Highway in Newport Beach, California.

    Photo of Sidoxia Capital Management, LLC - 2901 West Coast Highway, Newport Beach, CA 92663, USA Photo of Sidoxia Capital Management, LLC - 2901 West Coast Highway, Newport Beach, CA 92663, USA Photo of Sidoxia Capital Management, LLC - 2901 West Coast Highway, Newport Beach, CA 92663, USA
    Financial Service
    Details
  • #17

    Accountant Partners Small Business Accountant - Long Beach Location

    ● Open
    Park Avenue, Long Beach, California 90803, United States
    (562) 247-5225
    accountantpartners.com

    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.

    Photo of Accountant Partners Small Business Accountant - Long Beach Location - Park Avenue, Long Beach, CA 90803, USA Photo of Accountant Partners Small Business Accountant - Long Beach Location - Park Avenue, Long Beach, CA 90803, USA
    Accounting Service Financial Service
    Details
  • 5 2
    #18

    UBS Financial Services Inc.

    ● Open
    3030 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States
    (562) 343-9200
    ubs.com

    UBS 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.

    Photo of UBS Financial Services Inc. - 3030 Old Ranch Parkway, Seal Beach, CA 90740, USA Photo of UBS Financial Services Inc. - 3030 Old Ranch Parkway, Seal Beach, CA 90740, USA
    Financial Service
    Details
  • 5 3
    #19

    Elevate Financial Partners

    ● Closed
    4675 MacArthur Ct Suite 1430, Newport Beach, CA 92660, United States
    (949) 468-2721
    elevatefinsvcs.com

    Elevate Financial Partners is a prestigious finance institution located at 4675 Macarthur Court in Newport Beach, California, United States.

    Financial Service
    Details
  • 5 1
    #20

    Sandra Devich - Morgan Stanley

    ● Open
    3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States
    (562) 901-4326
    advisor.morganstanley.com

    Sandra Devich - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States.

    Financial Service
    Details
  • 4.7 15
    #21

    Genwealth 360 Inc

    ● Closed
    3711 Long Beach Blvd #1018, Long Beach, CA 90807, United States
    (855) 665-3818
    genwealthinc.com

    Genwealth 360 Inc. is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California.

    Photo of Genwealth 360 Inc - 3711 Long Beach Boulevard, Long Beach, CA 90807, USA Photo of Genwealth 360 Inc - 3711 Long Beach Boulevard, Long Beach, CA 90807, USA
    Financial Service
    Details
  • 4.7 12
    #22

    Revolution Financial Management

    ● Closed
    3300 Irvine Ave Ste 111, Newport Beach, CA 92660, United States

    Revolution Financial Management is a premier finance institution located at 3300 Irvine Avenue in Newport Beach, California. Our team of experienced financial experts is dedicated to providing top-notch financial management services to our clients.

    Photo of Revolution Financial Management - 3300 Irvine Avenue, Newport Beach, CA 92660, USA Photo of Revolution Financial Management - 3300 Irvine Avenue, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 4.3 6
    #23

    Charles Schwab

    ● Closed
    16 Corporate Plaza Dr, Newport Beach, CA 92660, United States
    (949) 718-5108
    client.schwab.com

    Charles Schwab is a well-known finance institution located at 16 Corporate Plaza Drive in Newport Beach, California, United States.

    Photo of Charles Schwab - 16 Corporate Plaza Drive, Newport Beach, CA 92660, USA Photo of Charles Schwab - 16 Corporate Plaza Drive, Newport Beach, CA 92660, USA Photo of Charles Schwab - 16 Corporate Plaza Drive, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 4.2 5
    #24

    Spinnaker Investment Group, LLC

    ● Closed
    4100 MacArthur Blvd STE 120, Newport Beach, CA 92660, United States
    (949) 396-6700
    spinninvest.com

    Spinnaker Investment Group, LLC is a finance institution located at 4100 Macarthur Boulevard in Newport Beach, California, United States.

    Photo of Spinnaker Investment Group, LLC - 4100 Macarthur Boulevard, Newport Beach, CA 92660, USA Photo of Spinnaker Investment Group, LLC - 4100 Macarthur Boulevard, Newport Beach, CA 92660, USA Photo of Spinnaker Investment Group, LLC - 4100 Macarthur Boulevard, Newport Beach, CA 92660, USA
    Financial Service
    Details
  • 3 5
    #25

    Strive Finance

    ● Closed
    4533 MacArthur Blvd # 5000, Newport Beach, CA 92660, United States
    (855) 755-2760
    strivefinance.com

    Strive Finance is a leading financial institution located at 4533 Macarthur Boulevard in Newport Beach, California. We specialize in providing personalized financial solutions to help our clients achieve their goals and secure their financial future.

    Details
  • 2.3 3
    #26

    Trilogy Financial Services

    ● Closed
    17011 Beach Blvd #101, Huntington Beach, CA 92647, United States
    (714) 843-9977
    trilogyfs.com

    Trilogy Financial Services is a leading finance institution located at 17011 Beach Boulevard in Huntington Beach, California, United States.

    Photo of Trilogy Financial Services - 17011 Beach Boulevard, Huntington Beach, CA 92647, USA
    Financial Service
    Details
  • #27

    Lifetime Paradigm, Inc.

    ● Closed
    260 Newport Center Dr #100, Newport Beach, CA 92660, United States
    (800) 810-1736
    lifetimeparadigm.com

    Lifetime Paradigm, Inc. is a multi-faceted institution located in Newport Beach, California. We provide a wide range of services including finance, health, insurance, and real estate.

    Photo of Lifetime Paradigm, Inc. - 260 Newport Center Drive, Newport Beach, CA 92660, USA Photo of Lifetime Paradigm, Inc. - 260 Newport Center Drive, Newport Beach, CA 92660, USA Photo of Lifetime Paradigm, Inc. - 260 Newport Center Drive, Newport Beach, CA 92660, USA
    Financial Service Insurance Agency Medical Services Real Estate Agent
    Details
  • #28

    AMI USA LLC

    ● Open
    3900 Birch St #201, Newport Beach, CA 92660, United States
    (855) 297-5250

    AMI USA LLC is a reputable institution located at 3900 Birch Street in Newport Beach, California. We are dedicated to providing top-notch services in the field of finance and investment.

    Details
  • #29

    Atabek & Co.

    ● Closed
    250 Newport Center Dr #306, Newport Beach, CA 92660, United States
    (949) 229-0953
    atabekandco.com

    Atabek & Co. is a prestigious financial institution located at 250 Newport Center Drive in Newport Beach, California. With a strong reputation for excellence and expertise in the financial industry, Atabek & Co.

    Details
  • #30

    Global Investment Solutions

    ● Open
    1300 Bristol St N #200, Newport Beach, CA 92660, United States
    (949) 660-7960
    globalinvestsolutions.com

    Global Investment Solutions is a leading finance institution located at 1300 Bristol Street North in Newport Beach, California, United States.

    Financial Service
    Details
  • 1
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