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TOP 30 Corporate finance consulting in National City, CA
19 results found
A convenient service for searching for businesses, places and services
My Corporate Agent Inc
My Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
National Planning Corporation
National Planning Corporation is a leading financial institution located at 222 East Olive Avenue in Redlands, California, United States. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, National Planning Corporation is dedicated to helping you secure a sound financial future.
National Planning Corporation
National Planning Corporation is a leading financial institution located at 100 North Sepulveda Boulevard in El Segundo, California. As a trusted name in the finance industry, National Planning Corporation offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, National Planning Corporation is dedicated to helping clients navigate the complexities of the financial world and secure their financial future.
Attarson & Associates, Inc. A Professional Accountancy Corporation
Attarson & Associates, Inc. is a Professional Accountancy Corporation located at 10801 National Boulevard in Los Angeles, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing high-quality financial solutions for individuals and businesses alike. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Trust Attarson & Associates, Inc. for all your accounting and finance needs.
Peter Feldenheimer & Associates
Peter Feldenheimer & Associates is a finance and insurance agency located at 1134 Crane Street in Menlo Park, California. Established in 1962 in Los Angeles and later relocated to Menlo Park in 1966, our practice specializes in tax-qualified and non-qualified benefit plan designs for individuals, partnerships, and corporations. We work with a diverse range of clients, including members of national sports franchises and the National Association of Realtors (NAR), to set up tax-favored benefit plans that provide owners and employees with a more secure future. Our team is dedicated to providing creative life insurance planning with unique designs tailored to individuals with special requirements.
Cornerstone Research
Cornerstone Research is a finance institution located in Menlo Park, California, United States. Despite an increase in filing lag to a 10-year high, the number of accounting-related securities class action filings rose in 2023. The institution specializes in analyzing economic issues, including those related to energy markets, transportation, and the environment. Associate Professor of Economics, Ashley Langer, applies sophisticated empirical methods to study regulation, competition, and consumer behavior. She has testified on class certification and economic damages in high-profile class actions. Vice Dean of Faculty and Research, Todd Milbourn,s expertise lies in valuation, corporate finance, and corporate governance. He has been retained as an expert in cases related to executive compensation and firm performance.
Cornerstone Research
Cornerstone Research is a finance institution located at 555 West 5th Street, Los Angeles, California, United States. The institution specializes in providing expert analysis and research on a variety of economic issues, including securities class action filings and settlements, false advertising matters, energy markets, transportation, and environmental policy. The team at Cornerstone Research includes experts such as Associate Professor Ashley Langer from the University of Arizona, who specializes in econometrics, energy, and industrial organization, and Vice Dean Todd Milbourn from Washington University in St. Louis, who is an expert on valuation, corporate finance, and corporate governance.
Chartwell Financial Advisory, Inc.
Chartwell Financial Advisory, Inc. is a leading finance institution located at 155 North Riverview Drive in Anaheim, California, United States. With a commitment to helping clients achieve sustainable results, Chartwell offers a holistic approach to financial advisory services. Specializing in strategic ownership and compensation decisions, Chartwell assists clients in making informed choices designed for long-term success. With a multi-disciplinary approach, Chartwell provides efficient and effective assistance in a wide range of corporate finance transactions. Their transaction opinions serve as a valuable tool for stakeholders to mitigate risks and make well-informed decisions. Chartwell's independent analyses and comprehensive reports are tailored to meet the unique needs of each client.
Economic Group Pension Services (EGPS)
Economic Group Pension Services (EGPS) is a finance institution located at 9685 Via Excelencia in San Diego, California, United States. We specialize in helping advisors grow their business and employers maximize their retirement plan benefits. Our innovative and creative retirement solutions, valuable resources, converted prospects, and satisfied clients are what set us apart. We tailor retirement plan designs to maximize savings, tax benefits, and unique goals. By partnering with us, we handle all the complex administrative work, reducing your responsibilities and risks while keeping your plan in compliance. At EGPS, we focus on getting to know our clients, their businesses, and their retirement plan goals to design individualized plans that meet their unique needs. We are dedicated to helping business owners and employees save for their dreams, while minimizing risk and tax burdens and maximizing savings. We also serve financial advisors, CPAs, and recordkeepers as their best ally, combining national resources, professionalism, expertise, and personal collaboration to help you reach your unique goals. Fill out our short form to receive our services and a cost estimate, and let us help you secure a comfortable retirement future.
KCC
KCC, located at 2335 Alaska Avenue in El Segundo, California, is a finance institution that sets a higher standard for the industry. They prioritize client needs and provide professional-level service, industry expertise, and innovative technology solutions. KCC has earned national and industry recognition for their services, leadership, and innovative business model. They specialize in Class Action, Corporate Restructuring, Trustee & Fiduciary Services, and Mass Tort cases. KCC has been appointed as the administration expert for some of the largest cases, bringing unrivaled knowledge and experience to their work. They prioritize privacy and security, ensuring data integrity and protection. KCC takes a hands-on approach from the beginning of each new matter and uses advanced technology to drive efficiency and best practices. GCP Capital, associated with KCC, manages North American private equity funds that have invested over $1.3 billion in approximately 60 portfolio companies. Their realized investments have generated over $2.5 billion in proceeds, with fourteen portfolio companies going public after GCP's investment. GCP primarily invests in tech-enabled business services and financial services/technology industries, making controlling or influential minority investments of $10 to $50 million in companies with enterprise values of $25 to $250 million.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
Rockefeller Capital Management
Rockefeller Capital Management, located in Campbell, California, is a leading finance institution that has served families, individuals, institutional investors, and corporations for over seven generations. With a focus on individualized service and a commitment to innovation, Rockefeller Capital Management offers independent strategic business advice, guidance, and investment solutions to meet a wide range of financial needs and objectives. With a rich history shaped by the Rockefeller family, the institution continues to pave the way for the future of financial services by delivering unique insights and outcomes to its clients. The experienced and talented team at Rockefeller Capital Management approaches each challenge with energy, creativity, and care, ensuring that clients receive the highest level of service and expertise.
Mahdion Financial & Insurance Center
Welcome to Mahdion Financial & Insurance Center, located at 9330 Scranton Road in San Diego, California. As a finance and insurance agency, we offer a wide range of services for individuals and corporations. Our experienced team specializes in retirement planning, wealth management, investments, and business owner/executive planning. At Mahdion Financial, we are committed to helping our clients achieve their financial goals and protect their futures. R. Xavier Mahdion is licensed in multiple states to offer insurance products and securities. We work with the Principal Financial Group to provide insurance products and securities through Principal National Life Insurance Company, Principal Life Insurance Company, and other affiliated companies.
Merrill Lynch Financial Advisor Thomas Chang
Merrill Lynch Financial Advisor Thomas Chang is a finance institution located at 555 California Street, San Francisco, California, United States. Thomas Chang, originally from Taiwan and raised in South Pasadena, CA, is dedicated to helping clients achieve their financial goals by providing personalized service and building strong relationships. With a Chartered Retirement Planning Counselor designation, Thomas helps clients identify obstacles and transform challenges into opportunities. The institution focuses on community involvement and sponsors organizations such as the Mission Housing Development Corporation and Northern California National Multiple Sclerosis Society. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management is committed to understanding clients' priorities and helping them pursue their aspirations. By utilizing the Investment Personality Assessment, Thomas can customize financial approaches based on clients' preferences. The institution offers tools to track changes in clients' lives and update financial strategies accordingly. Thomas believes in designing personalized plans to help clients manage, grow, and preserve their wealth, while addressing their financial needs. The institution's goal is to help clients achieve their financial goals by providing tailored solutions and staying on track with their progress. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Thomas Chang is dedicated to helping clients live their best financial life.
Leon Nazarian, CPA
Leon Nazarian, CPA is a reputable accounting and finance institution located at 730 Arizona Avenue in Santa Monica, California. Specializing in tax returns preparation for individuals, businesses, self-employed individuals, corporations, LLCs, trusts, estates, and non-profits, they also provide representation for clients in disputed IRS tax audits, delinquent tax debt collection relief, tax liens, levies, seizures, past due and amended tax returns, and US tax returns with foreign issues. Leon Nazarian, CPA boasts a Master of Science in Taxation (MST) from Golden Gate University in San Francisco, which is the nation's top-ranking graduate level program in Taxation. They also hold a Master of Science in Taxation (MST) from California State University Northridge (CSUN).
Kemper Income Tax Service
Kemper Income Tax Service is a reputable accounting and finance institution located at 316 Highland Avenue in National City, California, United States. With a team of experienced professionals, they provide top-notch tax preparation services to individuals and businesses, ensuring accurate and timely filing. Whether you need assistance with personal income taxes or corporate financial matters, Kemper Income Tax Service is dedicated to helping clients navigate the complexities of the tax system with ease. Trustworthy, reliable, and committed to excellence, this institution is the go-to choice for all your financial needs.
Diversified Business Solutions, Inc.
Diversified Business Solutions, Inc. is an accounting and finance institution located at 1900 Point West Way, Sacramento, California, United States. Specializing in California businesses, they provide fast, reliable, and friendly services for Secretary of State Business Filings and QuickBooks accounting. Their mission is to assist individuals in creating and maintaining profitable corporations, while their vision is to enrich the nation's economy. With a commitment to honesty, responsibility, and continuous learning, Diversified Business Solutions aims to provide exceptional service and support to their clients. They have a proven success rate with 97% of their filed documents being accepted on the first submission. Attorneys and CPA's across the US rely on their expertise in Secretary of State business filings. Client testimonials praise their efficiency, professionalism, and attention to detail. With a focus on collaboration, integrity, and customer satisfaction, Diversified Business Solutions strives to exceed expectations and provide top-notch services to their clients.
Affordable Bookkeeping Solutions
Affordable Bookkeeping Solutions, located at 2657 Fenton Place in National City, California, provides financial services for individuals and businesses. Regardless of size, all clients receive personalized attention. Services such as accounting, tax preparation, and financial planning are tailored to meet each client's specific needs, ensuring optimal results and returns. As a finance institution, ABS stays current with industry trends and adapts to changes in the financial world. With a commitment to integrity and efficiency, our experienced team guarantees exceptional accounting services. We utilize cutting-edge technology to provide up-to-date financial information and perspectives. Our cost-effective solutions include certified Quickbooks ProAdvisor services, payroll and accounting database management, individual and corporate tax assistance, and expertise in business sales tax. Contact Affordable Bookkeeping Solutions for all of your financial needs at (619) 339-4314 or info@bookabs.com.
Leon Nazarian, CPA
Leon Nazarian, CPA is a reputable accounting and finance institution located at 1800 Vine Street in Los Angeles, California. We specialize in tax returns preparation for individuals, businesses, self-employed individuals, corporations, LLCs, trusts, estates (gifts), and non-profits. Our team is experienced in representing clients in disputed IRS tax audits, delinquent tax debt collection relief, tax liens, levies, and seizures, as well as past due and amended tax returns. We also handle US tax returns with foreign issues. Our founder holds a Master of Science in Taxation (MST) from Golden Gate University in San Francisco, the nation's top ranking graduate-level program in Taxation. We also offer services based on the core curriculum of the MST program at California State University Northridge (CSUN).
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