Certified financial consultants in Brea, California
14 results found
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Edward Jones - Financial Advisor: Jonathan M Lising, CFP®
● ClosedAt Edward Jones - Financial Advisor: Jonathan M Lising, CFP®, located at 135 South State College Boulevard in Brea, California, you can trust in personalized financial guidance from a Certified Financial Planner. Whether you are planning for retirement, saving for a child's education, or looking to invest wisely, Jonathan M Lising and his team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing tailored solutions, Edward Jones is a trusted name in the finance industry. Visit us today to start planning for a secure financial future.
135 S State College Blvd Suite 360, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Cynthia W Wong
● Closedhe Merrill Lynch Financial Advisor Cynthia W Wong is located at 145 South State College Boulevard in Brea, California. Cynthia Wong has been recognized by Forbes as one of the "Top Women Wealth Advisors Best-in-State” in 2023. With over 30 years of experience in financial services, Cynthia focuses on advising families, executives, professionals, and business owners to make informed decisions about their money and assets. Cynthia provides personalized financial strategies, portfolio development, retirement planning, and estate planning services. She holds various certifications and licenses, including the CERTIFIED FINANCIAL PLANNER™ certification and Series 7, 63, & 65 FINRA registrations. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Merrill Lynch Financial Advisor Erin Goodrich
● ClosedMerrill Lynch Financial Advisor Erin Goodrich, located at 145 South State College Boulevard in Brea, California, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking convenience of Bank of America, Erin Goodrich can help you pursue your financial goals through a customized approach. By participating in the community and volunteering with local organizations, Erin Goodrich embodies the Merrill tradition of serving the community. The institution provides tools such as Merrill Personal Wealth Analysis™ to help you build and document a personalized financial plan centered on your aspirations. Through thoughtful conversations and understanding your investment preferences, Erin Goodrich can help you navigate the complexities of the financial markets and make informed decisions to achieve your goals. With a focus on your changing life and financial needs, Merrill Lynch Wealth Management Advisors work with you to create a customized investment approach that addresses your unique circumstances. Certified by the Certified Financial Planner Board of Standards, Inc., Erin Goodrich is dedicated to helping you live your best financial life and achieve your long-term goals.
145 S State College Blvd Suite 300/350, Brea, CA 92821, United States -
Focus CPA Group, Inc - CPA in California | Family Office Services
● ClosedFocus CPA Group, Inc is a reputable institution located in Brea, California, offering a wide range of accounting, finance, and legal services. As a Certified Public Accountant (CPA) firm, they specialize in providing top-notch financial services to individuals, families, and businesses in the area. Their expertise also extends to family office services, ensuring that their clients receive comprehensive and personalized financial management solutions. With their convenient location at 3000 East Birch Street, clients can easily access their professional expertise and guidance. Whether you need assistance with tax planning, investment management, or estate planning, the team at Focus CPA Group, Inc is dedicated to helping you achieve your financial goals.
3000 E Birch St STE 103, Brea, CA 92821, United States -
Edward Jones - Financial Advisor: Jason D Orsini, AAMS™
● ClosedEdward Jones - Financial Advisor: Jason D Orsini, AAMS™ is a reputable finance institution located at 1370 North Brea Boulevard in Fullerton, California, United States. Jason D Orsini, a certified Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jason D Orsini and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
1370 N Brea Blvd Suite 145, Fullerton, CA 92835, United States -
Benjamin Ling, CFP®, CRPC® - UBS Financial Services Inc.
● OpenBenjamin Ling, CFP®, CRPC® - UBS Financial Services Inc. is a reputable finance institution located at 135 South State College Boulevard in Brea, California, United States. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Benjamin Ling offers expert financial services to help individuals and families achieve their financial goals. With a focus on personalized financial planning and investment strategies, clients can trust Benjamin Ling and his team at UBS Financial Services Inc. to provide comprehensive and tailored solutions to meet their needs.
135 S State College Blvd Suite 650, Brea, CA 92821, United States -
Jennifer Ho, CEPA - UBS Financial Services Inc.
● OpenJennifer Ho, CEPA - UBS Financial Services Inc. is a leading financial institution located at 135 South State College Boulevard in Brea, California, United States. Specializing in comprehensive financial planning and wealth management, Jennifer Ho and her team provide personalized services to help clients achieve their financial goals. With expertise in Certified Exit Planning and a strong background in finance, Jennifer Ho is dedicated to helping individuals and businesses navigate the complexities of financial planning. Whether you are looking to grow your wealth, plan for retirement, or prepare your business for a successful exit, Jennifer Ho, CEPA - UBS Financial Services Inc. is committed to providing you with expert guidance and support.
135 S State College Blvd Suite 650, Brea, CA 92821, United States -
Capstone Pacific Investment Strategies, Inc.
● ClosedCapstone Pacific Investment Strategies, Inc. is a finance institution located at 265 South Randolph Avenue, Brea, California, United States. Established in 2010, we are dedicated to providing the best possible financial solutions to our clients. As fiduciaries, we always act in the best interest of our clients, ensuring that their needs come first. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals who are held to the highest standard of care. We specialize in navigating the complex civilian federal benefits program and can assist business owners in setting up retirement plans such as 401(k)s. For employees, we offer guidance on investment funds and portfolio adjustments. Our firm is registered as an investment adviser and operates in compliance with state regulations.
265 S Randolph Ave #240, Brea, CA 92821, United States -
LSL CPAs: Hale David CPA
● OpenLSL CPAs: Hale David CPA is a reputable accounting and finance institution located at 203 North Brea Boulevard in Brea, California, United States. Led by the experienced CPA, Hale David, this institution offers a wide range of financial services including tax preparation, auditing, consulting, and more. With a focus on providing personalized and professional services, LSL CPAs: Hale David CPA is dedicated to helping individuals and businesses achieve their financial goals.
203 N Brea Blvd # 203, Brea, CA 92821, United States -
Anthony & Associates CPAs
● ClosedAnthony & Associates CPAs is a reputable accounting and finance institution located at 3070 Saturn Street in Brea, California, United States. Our team of experienced Certified Public Accountants (CPAs) offers a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and maintain compliance with regulations. Visit us at our convenient location to learn more about how Anthony & Associates CPAs can assist you with all your accounting and financial needs.
3070 Saturn St #100, Brea, CA 92821, United States -
Schlotzhauer & West Cpa's
● ClosedSchlotzhauer & West CPA's is a reputable accounting and finance institution located at 3230 East Imperial Highway in Brea, California, United States. Our team of experienced professionals provides a wide range of accounting services to individuals and businesses, including tax preparation, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting needs.
3230 E Imperial Hwy, Brea, CA 92821, United States -
Silva & Silva CPAs
● OpenSilva & Silva CPAs is a reputable accounting and finance institution located at 3040 Saturn Street in Brea, California, United States. Our team of experienced Certified Public Accountants offers a wide range of services including tax preparation, auditing, financial planning, and consulting. With a commitment to excellence and personalized service, we strive to help individuals and businesses achieve their financial goals. Contact us today to schedule a consultation and see how Silva & Silva CPAs can assist you with all your accounting and finance needs.
3040 Saturn St UNIT 107, Brea, CA 92821, United States -
Fan Shery K J CPA
● OpenFan Shery K J CPA is a reputable accounting and finance institution located at 717 South Brea Canyon Road in Walnut, California, United States. With a team of experienced certified public accountants, they provide expert financial services to individuals and businesses in the area. From tax preparation to financial planning, Fan Shery K J CPA is dedicated to helping their clients achieve their financial goals. Contact them today for all your accounting and finance needs.
717 S Brea Canyon Rd # 2, Walnut, CA 91789, United States -
Bates Coughtry Reiss LLC: Janowicz Stephen P CPA
● ClosedBates Coughtry Reiss LLC: Janowicz Stephen P CPA is a reputable accounting and finance institution located at 2601 Saturn Street in Brea, California, United States. As a certified public accountant, Stephen P Janowicz offers professional financial services to individuals and businesses in the area. With a focus on accuracy and integrity, clients can trust Bates Coughtry Reiss LLC for all their accounting needs.
2601 Saturn St # 210, Brea, CA 92821, United States
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