Client focused financial services in Long Beach, CA
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Essential Trust Financial Insurance Solutions
● ClosedEssential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.
4590 MacArthur Blvd 5th Floor, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Heidi Lynn
● OpenBank of America Private Client Advisor Heidi Lynn is a Managing Director with Bank of America Private Bank in Newport Beach, California. Specializing in serving high-net-worth clients with complex wealth management needs, Heidi utilizes her extensive analytical experience and personalized approach to help clients achieve their short and long-term financial goals. With a team of specialists in investment management, trust and estate planning, lending, and philanthropy, Heidi creates comprehensive wealth management plans tailored to each client's unique situation. Fluent in Japanese and holding the CERTIFIED FINANCIAL PLANNER™ certification, Heidi is dedicated to building transparent relationships and providing top-notch financial advice. The institution, located at 500 Newport Center Drive, Newport Beach, California, is committed to helping clients navigate the challenges of managing significant wealth and achieving their financial objectives. With a focus on innovation and personalized service, Bank of America Private Bank strives to make clients' goals a top priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
George Otto - RBC Wealth Management Financial Advisor
● ClosedGeorge Otto - RBC Wealth Management Financial Advisor is a premier financial institution located at 610 Newport Center Drive in Newport Beach, California. As a trusted advisor in the field of finance, they offer personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, George Otto - RBC Wealth Management Financial Advisor is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, their team of experienced professionals is committed to providing top-notch financial advice and strategies tailored to your unique needs.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Peter M Wernemar
● ClosedMerrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Tara Kimmins - Private Client Advisor
● ClosedTara Kimmins - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, Tara Kimmins provides personalized financial guidance and services to high net worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Tara Kimmins helps clients navigate complex financial decisions and achieve their financial objectives. With a strong reputation for professionalism and expertise, Tara Kimmins - Private Client Advisor is a trusted partner for individuals seeking tailored financial solutions.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarlo Boton - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1101 Palm Avenue, Imperial Beach, California, United States. Carlo Boton holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on ethical practices and continuing education, Carlo Boton is dedicated to providing high-quality financial advice and services to clients, including veterans and military personnel.
1101 Palm Ave, Imperial Beach, CA 91932, United States -
Sheby Financial Group
● ClosedSheby Financial Group is a leading finance institution located at 5000 East Spring Street in Long Beach, California, United States. With a strong focus on providing personalized financial solutions, Sheby Financial Group offers a wide range of services including investment management, wealth planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Sheby Financial Group can help you reach your financial aspirations.
5000 E Spring St #340, Long Beach, CA 90815, United States -
Beach Cities Income Tax
● ClosedBeach Cities Income Tax, located at 727 2nd Street in Hermosa Beach, California, specializes in preparing income tax returns and developing long-term tax strategies for their clients. With a focus on reducing tax liability through legitimate tax strategies, Beach Cities helps clients structure their finances to maximize deductions and minimize tax payments. Their comprehensive deduction list ensures clients receive the maximum refund possible. Offering competitive prices and year-round availability, Beach Cities also provides mobile/in-home services for added convenience. In addition to tax preparation, Beach Cities assists clients facing IRS inquiries or tax debt issues. With the potential for garnishments, liens, and seizures, their experienced team can negotiate with the IRS on behalf of clients, helping to settle tax debts for less than owed. Founder Michael Mastick, an Enrolled Agent with 20 years of government service, leads the team in providing efficient and affordable tax solutions. With a focus on tax planning and personalized financial strategies, Beach Cities Income Tax aims to help clients save money and navigate complex tax issues effectively.
727 2nd St Suite 201, Hermosa Beach, CA 90254, United States -
C&C Mobile Tax & Bookkeeping Services
● ClosedC&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.
234 W 4th St, Long Beach, CA 90802, United States -
M A Tax & Accounting Services
● ClosedM A Tax & Accounting Services is a reputable institution located at 1906 East Anaheim Street in Long Beach, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch tax preparation, bookkeeping, and financial consulting services to individuals and businesses. With a focus on accuracy, reliability, and personalized attention, we strive to help our clients achieve their financial goals and maximize their profits. Contact us today to schedule a consultation and experience the difference that our professional services can make for your financial success.
1906 E Anaheim St, Long Beach, CA 90813, United States -
Branch Financial Group
● ClosedBranch Financial Group is a reputable institution located at 6475 California 1 in Long Beach, California, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on personalized service and tailored strategies, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or insurance coverage, Branch Financial Group is here to help. Visit us today to see how we can assist you in securing a stable financial future.
6475 CA-1 #308, Long Beach, CA 90803, United States -
Steve Crowder - Private Client Advisor
● ClosedSteve Crowder - Private Client Advisor is a top-tier financial institution located at 11202 Donner Pass Road in Truckee, California. As a dedicated private client advisor, Steve Crowder provides personalized financial services to high-net-worth individuals and families. With a strong focus on building long-term relationships, Steve offers tailored investment strategies, wealth management solutions, and comprehensive financial planning services. Trustworthy, experienced, and committed to excellence, Steve Crowder - Private Client Advisor is the go-to choice for affluent clients seeking expert financial guidance in the Truckee area.
11202 Donner Pass Rd, Truckee, CA 96161, United States -
Leah Legal: Long Beach Criminal Attorney
● ClosedWelcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.
Long Beach, California 90806, United States -
DAS Accounting and Tax Services USA
● ClosedWelcome to DAS Accounting and Tax Services USA Located at 3711 Long Beach Boulevard in the heart of Long Beach, California, DAS Accounting and Tax Services USA is your trusted partner in accounting and finance solutions. We pride ourselves on delivering complete compliance and impressive efficiency, offering real-time advice to help you maximize your financial potential.
3711 Long Beach Boulevard, Long Beach, California 90807, 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 -
Bertram Insurance Service
● ClosedWelcome to Bertram Insurance Service, your trusted partner in safeguarding your valuable assets and ensuring peace of mind. Located conveniently at 6400 East Marina Drive, Long Beach, California, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Whether you're looking to protect your goods and cargo while in transit across the ocean or seeking specialized coverage for your yachts and boats, our expert team is here to help. With over 40 years of experience, Bertram Insurance Service is committed to offering personalized service and expert guidance in property and casualty insurance. We understand that protecting your assets and reputation goes beyond just a written policy, which is why our dedicated insurance experts prioritize exceptional customer service and support, especially in the event of a claim.
6400 East Marina Drive, Long Beach, California 90803, United States -
Kathlon Cheap Car Insurance Long Beach
● ClosedWelcome to Kathlon Cheap Car Insurance Long Beach, your trusted local insurance agency conveniently located at 2860 North Bellflower Boulevard, Long Beach, California 90815. We specialize in providing affordable and comprehensive car insurance solutions tailored to meet the unique needs of each of our clients. Our dedicated team of insurance experts is committed to helping you find the perfect coverage that fits your budget without compromising on quality or service. At Kathlon, we pride ourselves on our customer-focused approach, offering personalized consultations and quick assistance to ensure your peace of mind on the road. Whether you’re a new driver or looking to switch providers, we’re here to guide you every step of the way. Visit us today and discover why Kathlon Cheap Car Insurance Long Beach is the preferred choice for drivers in the community.
2860 North Bellflower Boulevard, Long Beach, California 90815, United States -
Onyx Realty & Financial Services,INC
● ClosedWelcome to Onyx Realty & Financial Services, Inc., your trusted partner in real estate located in the heart of Long Beach, California. Situated at 4201 Long Beach Boulevard, our agency is dedicated to providing exceptional real estate services to the Long Beach community and beyond. At Onyx Realty & Financial Services, Inc., we pride ourselves on our comprehensive understanding of the local real estate market. Whether you are buying, selling, or investing, our team of experienced professionals is committed to delivering personalized solutions tailored to meet your unique needs. Our services encompass a wide range of real estate transactions, ensuring a seamless experience from start to finish.
4201 Long Beach Boulevard, Long Beach, California 90807, United States -
A-MAX Insurance
● ClosedA-MAX Insurance is a trusted insurance agency located at 325 East Anaheim Street in Long Beach, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, or commercial insurance, we are here to help you find the coverage that fits your budget and lifestyle. With a focus on customer service and competitive rates, A-MAX Insurance is your go-to destination for all your insurance needs in Long Beach.
325 E Anaheim St, Long Beach, CA 90813, United States -
Hershfield Insurance
● OpenHershfield Insurance Agency, located in Long Beach, California, is dedicated to providing personalized insurance solutions for you and your family. Founded by husband and wife team, Daniel and Andrea Hershfield, in 2007, the agency has grown to a team of 8 dedicated professionals. With access to dozens of A-Rated Insurance Carriers, HIA can customize a portfolio tailored specifically to your needs. As your personal insurance broker, Hershfield Insurance Agency takes the time to get to know you and your situation. By asking questions, listening to your needs, and understanding your full story, the team at HIA can find the best coverage options at the best prices. Whether you need a new policy, a policy review, or assistance with transitioning to a new carrier, Hershfield Insurance is here for you year after year.
Business Center, 4401 Atlantic Blvd Bixby, 2nd Floor, Long Beach, CA 90807, United States -
Del Johnson - State Farm Insurance Agent
● ClosedDel Johnson - State Farm Insurance Agent is a trusted insurance agency located at 2642 North Los Coyotes Diagonal in Long Beach, California. Del Johnson has been serving the Long Beach community since 1972, bringing a wealth of experience and dedication to his clients. As a Long Beach native and Army veteran, Del Johnson is committed to providing personalized service and tailored insurance solutions to meet the needs of each individual policyholder. The agency is conveniently located at the corner of Los Coyotes Diagonal and Willow, making it easily accessible for residents in the area. With a focus on customer service and satisfaction, the team at Del Johnson - State Farm Insurance Agent is dedicated to helping clients protect what matters most to them. Whether you are looking for auto, home, life, or disability insurance, the team is ready to assist you in finding the right coverage for your needs.
2642 N Los Coyotes Diagonal, Long Beach, CA 90815, United States -
Keir Jones - State Farm Insurance Agent
● ClosedKeir Jones - State Farm Insurance Agent is a reputable insurance agency located at 5150 East Colorado Street in Long Beach, California. Serving communities throughout Arizona, Nevada, Oregon, and California, our dedicated team focuses on building relationships, community involvement, and making insurance a positive experience for our clients. Specializing in auto, life, and health insurance, we are committed to serving the Long Beach area and beyond. With over 30 years of experience in insurance and financial services, our team is actively involved in giving back to the community through various initiatives such as supporting local schools, LGBTQ centers, and chamber of commerce. As part of our commitment to serving our clients, we offer personalized insurance solutions tailored to individual needs. Whether you are looking for auto insurance, life insurance, or health insurance, our licensed and trained staff is here to help you make informed decisions to protect what matters most to you. In addition to in-person appointments, we also offer virtual appointments for your convenience.
5150 E Colorado St, Long Beach, CA 90814, United States -
Reina Mendoza - State Farm Insurance Agent
● ClosedReina Mendoza - State Farm Insurance Agent is a reputable insurance agency located at 8015 Long Beach Boulevard in South Gate, California. Led by the dedicated and experienced Reina Mendoza, this agency has been serving the community since 2015, providing quality insurance services to customers in the Los Angeles area. Located at the cross street of Santa Ana St. and Long Beach Blvd., across from Northgate Market, Reina Mendoza - State Farm Insurance Agent offers a wide range of insurance products, including auto, life, renters, homeowners, and business/commercial insurance. Specializing in LA County and serving areas such as Lynwood, Lakewood, Compton, Downey, Paramount, Huntington Park, Bellflower, and Cudahy, this agency is committed to helping individuals and families protect what matters most to them.
8015 Long Beach Blvd # F, South Gate, CA 90280, United States -
Farmers Insurance - Priscilla Vallejos
● OpenFarmers Insurance - Priscilla Vallejos is a local insurance agency located at 5304 Long Beach Boulevard in Long Beach, California. With over 13 years of industry experience, Priscilla Vallejos serves the Long Beach community with a focus on helping clients address their insurance needs. Whether you're looking for home insurance, auto insurance, recreational coverage, commercial insurance, or life insurance, Priscilla Vallejos and her team are dedicated to ensuring that you are well taken care of. Conveniently located off the 710, they make the insurance process easy and personalized. They offer comprehensive coverage options and discounts to help you save money on your insurance policies. Whether you need coverage for your home, car, business, or personal belongings, Priscilla Vallejos can help you customize an insurance package to reduce your risk and protect your investments. Additionally, they offer financial planning services to help you reach your financial goals. Contact Farmers Insurance - Priscilla Vallejos today for all your insurance needs.
5304 Long Beach Blvd, Long Beach, CA 90805, United States -
The Law Office of Juan Carlos Pallares
● ClosedThe Law Office of Juan Carlos Pallares is a reputable institution located at 2424 East Anaheim Street in Long Beach, California, United States. Specializing in accounting, finance, and legal services, this office is dedicated to providing expert guidance and representation to clients in need. With a focus on professionalism and integrity, Juan Carlos Pallares and his team offer personalized solutions to help individuals and businesses navigate complex legal and financial matters. Whether you are seeking legal advice, financial planning, or accounting assistance, The Law Office of Juan Carlos Pallares is committed to delivering top-notch services tailored to your specific needs.
2424 E Anaheim St, Long Beach, CA 90804, United States -
Michael Torres Insurance
● ClosedMichael Torres Insurance is a reputable health insurance agency located at 2201 North Lakewood Boulevard in Long Beach, California. Our team of experienced professionals is dedicated to providing top-quality insurance services to individuals and families in the Long Beach area. We offer a variety of health insurance options to meet the unique needs of our clients, ensuring that they have access to the coverage they need to stay healthy and protected. At Michael Torres Insurance, we strive to make the insurance process simple and stress-free, so you can focus on what matters most – your health and well-being. Contact us today to learn more about our services and how we can help you find the right insurance plan for your needs.
2201 N Lakewood Blvd Suite D245, Long Beach, CA 90815, United States -
Farmers Insurance: Sean O. Ajayi
● ClosedFarmers Insurance: Sean O. Ajayi is an insurance agency located at 4300 Long Beach Boulevard in Long Beach, California. As a local Farmers® agent, Sean O. Ajayi helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, or business insurance, Sean has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward assistance, Sean aims to make clients smarter about insurance. Sean O. Ajayi can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers® has been providing reliable insurance products. From home insurance to life insurance, Sean O. Ajayi can help clients create a plan to protect their assets and loved ones.
4300 Long Beach Blvd, Long Beach, CA 90807, United States -
ALSO Insurance
● ClosedALSO Insurance is a trusted insurance agency located at 441 West 11th Street in Long Beach, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you're looking for auto, home, life, or business insurance, we have you covered. With a focus on exceptional customer service and competitive rates, ALSO Insurance is your go-to source for all your insurance needs. Visit us today to learn more about how we can help protect what matters most to you.
441 W 11th St, Long Beach, CA 90813, United States -
Farmers Insurance - Albert Canedo
● ClosedFarmers Insurance - Albert Canedo is an insurance agency located at 9042 Garfield Avenue in Huntington Beach, California. Albert Canedo, the agent, holds an Associate's degree from Cerritos College and a Bachelor's degree from Cal-State Long Beach. He has been a resident of Huntington Beach for the past decade and is passionate about serving the community. The agency focuses on simplifying the insurance process in three easy steps: assessing the client's situation, educating them on how insurance works, and making personalized recommendations for coverage. Albert Canedo enjoys sports, the beach, technology, and exploring new restaurants in the local area.
9042 Garfield Ave Ste 216, Huntington Beach, CA 92646, United States -
Earl Jordan - State Farm Insurance Agent
● ClosedEarl Jordan - State Farm Insurance Agent is a reputable insurance agency located at 4019 East 4th Street in Long Beach, California. The agency is led by an experienced professional who is a Cal State, Long Beach graduate with a BA and MBA in Business Finance. They specialize in providing a range of insurance services including Auto, Homeowner, Life, and Commercial Insurance. With a focus on maximizing coverage within your budget, the team at Earl Jordan - State Farm Insurance Agent is dedicated to helping clients make informed decisions about their insurance needs. With 38 years of experience serving residents in Long Beach, Orange, and Los Angeles County, the agency also offers Auto, Life, and Health Insurance, with the ability to write insurance in Oregon and Arizona. The team is committed to building lasting relationships with clients and providing the highest level of service.
4019 E 4th St, Long Beach, CA 90814, United States
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