Certified financial consultants in Pacific Grove, California
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Edward Jones - Financial Advisor: Alex Bokde, CFP®
● OpenEdward Jones - Financial Advisor: Alex Bokde, CFP® is a trusted financial institution located at 650 Lighthouse Avenue in Pacific Grove, California. As a Certified Financial Planner, Alex Bokde provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored advice, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for your child's education, or investing for the future, Alex Bokde and the team at Edward Jones are here to help you every step of the way.
650 Lighthouse Ave #130, Pacific Grove, CA 93950, United States -
Jacques Bolivar, CFP
● ClosedJacques Bolivar, CFP is a reputable finance institution located at 502 Lobos Avenue in Pacific Grove, California, United States. Specializing in financial planning and investment management, our team of Certified Financial Planners is dedicated to helping clients achieve their financial goals and secure their future. With a commitment to personalized service and expertise in the field, Jacques Bolivar, CFP is a trusted partner in navigating the complexities of the financial world.
502 Lobos Ave, Pacific Grove, CA 93950, United States -
Travis H. Long, CPA, Inc.
● ClosedTravis H. Long, CPA, Inc. is a reputable accounting and finance institution located at 706 Forest Avenue in Pacific Grove, California, United States. With a team of experienced professionals led by Travis H. Long, a Certified Public Accountant, the institution provides a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can expect personalized and reliable services to help them navigate their financial needs with confidence and ease.
706 Forest Ave Suite B, Pacific Grove, CA 93950, United States -
Peter J. Tansill, CPA
● ClosedPeter J. Tansill, CPA is a reputable accounting and finance institution located at 706 Forest Avenue in Pacific Grove, California, United States. With years of experience and expertise in the field, Peter J. Tansill, CPA offers a wide range of services including tax preparation, financial planning, and consulting for individuals and businesses alike. Their team of certified professionals is dedicated to providing personalized and reliable financial solutions to help clients achieve their goals. Trust Peter J. Tansill, CPA for all your accounting and finance needs.
706 Forest Ave, Pacific Grove, CA 93950, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome 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.
Park Avenue, Long Beach, California 90803, United States
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