TOP 10 Corporate financial planning in Long Beach, CA
39 results found
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Veronica's Insurance Long Beach
● ClosedVeronica's Insurance Long Beach is an insurance agency located at 110 East Anaheim Street in Long Beach, California, United States. No matter what type of insurance you need, you can find it here. The institution offers services for Covered California, Obama Care, Health Insurance Marketplace, as well as various other insurance options. Veronica's Auto Insurance Services Inc. and Veronica's Corporation Insurance Agency are licensed in California, with additional licenses in multiple states. With a wide range of coverage options, Veronica's Insurance Long Beach is dedicated to helping clients find the insurance that best suits their needs.
110 E Anaheim St Unit A, Long Beach, CA 90813, United States -
Lever Law – A One Law Corporation company
● ClosedLever Law – A One Law Corporation company is a reputable institution located at 200 Pine Avenue, Long Beach, California, United States. Specializing in bankruptcy law, Lever Law helps clients navigate the bankruptcy process and achieve financial freedom. From Chapter 7 to Chapter 13 cases, the experienced attorneys at Lever Law provide personalized debt solutions to protect the rights and interests of their clients. With affordable fees and a free consultation, Lever Law is dedicated to helping individuals achieve a brighter financial future. The institution offers a range of resources, including a video center, to educate clients on the benefits of bankruptcy and how to stop creditor harassment. Contrary to popular belief, bankruptcy does not have to be a shameful experience and can provide a fresh start for individuals struggling with debt. Lever Law emphasizes the importance of financial planning and debt relief to help clients rebuild their credit and secure a stable financial future.
200 Pine Ave #620, Long Beach, CA 90802, United States -
Beach Financial Group
● ClosedBeach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.
360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, United States -
My Corporate Agent Inc
● OpenMy 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.
626 Cherry Ave, Long Beach, CA 90802, United States -
Karen Codman, FSC Securities Corporation
● ClosedKaren Codman, FSC Securities Corporation is a reputable finance and insurance agency located at 1165 East San Antonio Drive in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services and insurance products to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Karen Codman, FSC Securities Corporation is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start securing your financial future.
1165 E San Antonio Dr, Long Beach, CA 90807, United States -
Progressive Financial Corporation
● OpenProgressive Financial Corporation is a leading finance institution located at 730 Long Beach Boulevard in Long Beach, California, United States. With a commitment to providing innovative financial solutions, Progressive Financial Corporation offers a wide range of services including loans, investments, and financial planning. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to start a business, buy a home, or save for retirement, Progressive Financial Corporation is here to help you every step of the way. Visit us today to learn more about how we can assist you with your financial needs.
730 Long Beach Blvd, Long Beach, CA 90813, United States -
Quintessential Financial Corporation
● ClosedQuintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
Windes & Mcclaughry Acct Corporation: Haverlock Lauren CPA
● ClosedWindes & Mcclaughry Acct Corporation: Haverlock Lauren CPA is a reputable accounting and finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. Led by CPA Haverlock Lauren, the institution offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. With a team of experienced professionals, Windes & Mcclaughry Acct Corporation provides top-notch financial solutions to individuals and businesses in the Long Beach area.
3780 Kilroy Airport Way, Long Beach, CA 90822, United States -
Leon G Smith Accountancy Corporation
● ClosedLeon G Smith Accountancy Corporation is a reputable accounting firm located at 4017 East 7th Street in Long Beach, California. Specializing in accounting and finance services, our experienced team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our firm is here to help you navigate the complexities of the financial world. Trust Leon G Smith Accountancy Corporation for all your accounting needs in the Long Beach area.
4017 E 7th St, Long Beach, CA 90804, 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 -
Jose Olguin - State Farm Insurance Agent
● ClosedJose Olguin - State Farm Insurance Agent is a reputable insurance agency located at 4464 California Place in Long Beach, California. With 23 years of State Farm experience, Jose Olguin opened his agency in the beautiful city of Long Beach after graduating from the University of Florida with a degree in Marketing and Economics. He holds an Associate in Claims (AIC) designation and is the recipient of the 2013 HACR Young Hispanic Corporate Achievers award. At Jose Olguin - State Farm Insurance Agent, their team members prioritize customer service, maintaining long-term relationships with their clients. With over 40 years of combined insurance and customer service experience, they take a consultative approach to uncovering the insurance and financial services needs of their customers. They are able to communicate in Spanish for their Hispanic clients.
4464 California Pl, Long Beach, CA 90807, United States -
Veronica's Insurance
● ClosedVeronica's Insurance is an insurance agency located at 1075 California 1, Long Beach, California, United States. No matter what type of insurance you need, Veronica's Insurance has you covered. They offer a variety of insurance options, including Covered California, Obama Care, and Health Insurance Marketplace plans. Veronica's Auto Insurance Services Inc. and Veronica's Corporation Insurance Agency are licensed in California, and Veronica's Franchise LLC is licensed in multiple states including Alabama, Arizona, Arkansas, Colorado, Connecticut, Washington D.C., Delaware, Idaho, Illinois, Indiana, Iowa, Maryland, Michigan, Mississippi, Montana, North Dakota, Nebraska, Nevada, New Jersey, New Mexico, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, West Virginia, Washington, and Wisconsin.
1075 CA-1, Long Beach, CA 90806, United States -
BPG Advisors
● OpenBPG Advisors is a leading insurance agency located at 2215 Artesia Boulevard in Redondo Beach, California. With a team of experienced professionals, BPG Advisors provides a wide range of insurance solutions to meet the needs of individuals and businesses alike. From health and life insurance to property and casualty coverage, they are dedicated to helping clients find the right policies to protect what matters most. Their personalized approach and commitment to customer service set them apart as a trusted partner in the insurance industry. Visit BPG Advisors today to discuss your insurance needs and secure peace of mind for the future.
2215 Artesia Blvd #1669, Redondo Beach, CA 90278, United States -
The Walker Law Firm, APC
● OpenThe Walker Law Firm, APC, located in Newport Beach, California, is a trusted institution serving individuals, corporations, and business owners in Orange and Riverside Counties since 1979. Specializing in probate, trusts, estate planning, financial elder abuse, civil litigation, and business law, our team of experienced attorneys provides personalized services to meet the unique needs of each client. Whether you need assistance with administering a loved one's estate, resolving will contests and trust disputes, drafting comprehensive estate plans, or navigating complex business and commercial law matters, our firm is here to help. We also handle civil appeals, commercial litigation, and cases related to financial elder abuse.
1451 Quail St Ste 104, Newport Beach, CA 92660, United States -
CONCANNON BUSINESS CONSULTING, INC
● OpenConcannon Business Consulting, Inc is a leading consulting firm located at 100 Oceangate in Long Beach, California. With a team of experienced professionals, we offer a wide range of business consulting services to help companies achieve their goals and maximize their potential. Our services include strategic planning, financial analysis, market research, and organizational development. Whether you are a small startup or a large corporation, we are dedicated to providing customized solutions to meet your specific needs. Contact us today to learn more about how we can help your business thrive.
100 Oceangate #1200, Long Beach, CA 90802, United States -
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis
● OpenBank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
333 S Hope St Suite 2300, Los Angeles, CA 90071, United States -
Unique Investment Corps
● OpenUnique Investment Corps is a premier financial institution located in Huntington Beach, California. Our ATM services provide convenient access to cash for our clients. As a trusted name in the finance industry, we offer a wide range of investment opportunities and financial services to help our clients achieve their financial goals. Visit us at 7028 Kearny Drive to experience the unique and innovative approach to investing and financial management.
7028 Kearny Dr, Huntington Beach, CA 92648, United States -
Signature Estate & Investment Advisors, LLC
● OpenSignature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
1848 S Elena Ave Suite 100, Redondo Beach, CA 90277, United States -
Lederer & Associates Investment Counsel
● OpenLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States -
Bell&Brown Wealth Advisors, LLC
● ClosedBell&Brown Wealth Advisors, LLC is a premier finance institution located at 14 Corporate Plaza Drive in Newport Beach, California, United States. Our team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships based on trust and integrity, we provide comprehensive financial planning, investment management, and retirement planning services. Contact us today to learn how we can help you secure your financial future.
14 Corporate Plaza Dr #100, Newport Beach, CA 92660, United States -
WCM Investment Management
● ClosedWCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States. Our investment philosophy is centered around intentional cultures focused on simple, achievable goals, which are reflected in our organizational ethos. We aim to generate long-term, sustainable excess returns for our clients through innovation, employee incentives aligned with client objectives, and a flat power structure that promotes meritocracy and debate. We offer equity investment advisory services for a diverse range of clients, including corporations, individuals, funds, plans, endowments, and foundations. Our original equity research forms the basis for our goal of achieving long-term excess returns. As an independent asset management firm, we are driven by a spirit of broad-based employee ownership and operate as a profitable, financially sound company with no debt. Explore our institutional and investor class mutual funds on our website for more information.
281 Brooks St, Laguna Beach, CA 92651, United States -
Jannah Devine
● OpenJannah Devine, a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, is dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions tailored to each client's unique needs. From investment strategies to trust management and legacy planning, we provide comprehensive services to help clients grow and protect their wealth. With a focus on building long-lasting relationships, we treat our clients like family, offering personalized advice and support every step of the way. As part of the Rockefeller Capital Management network, we have access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences and concierge services through our curated Lifestyle Advisory partners. Whether you're planning for the future or navigating complex financial decisions, Jannah Devine is here to help you achieve your goals and secure your legacy.
23 Corporate Plaza Dr Suite 246, Newport Beach, CA 92660, United States -
Kayne Anderson Rudnick
● ClosedKayne Anderson Rudnick is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for excellence in investment management, Kayne Anderson Rudnick provides personalized financial services to individuals, families, and institutions. Their team of experienced professionals offers a wide range of investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Kayne Anderson Rudnick is dedicated to providing tailored solutions to meet your needs.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Bellamy & Associates
● OpenBellamy & Associates is a reputable accounting and finance institution located at 1777 North Bellflower Boulevard in Long Beach, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bellamy & Associates is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
1777 N Bellflower Blvd #111, Long Beach, CA 90815, United States -
Cooper's Accounting Services, LP
● ClosedCooper's Accounting Services, LP is a reputable accounting and finance institution located at 4300 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cooper's Accounting Services, LP is dedicated to providing reliable and efficient solutions tailored to meet your specific needs. Trustworthy and dependable, they are committed to helping clients achieve their financial goals and ensuring their success. Visit Cooper's Accounting Services, LP today for all your accounting and finance needs.
4300 Long Beach Blvd suite 350, Long Beach, CA 90807, United States -
S C Pangan Services
● OpenS C Pangan Services is a reputable accounting and finance institution located at 2529 Santa Fe Avenue in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to providing excellent service and personalized solutions sets them apart in the industry. Whether you are an individual or a business owner, S C Pangan Services is dedicated to helping you achieve your financial goals.
2529 Santa Fe Ave, Long Beach, CA 90810, United States -
Income Tax
● OpenThe Income Tax institution located at 3528 Long Beach Boulevard in Long Beach, California, United States, offers expert accounting and finance services to individuals and businesses. With a team of knowledgeable professionals, they provide assistance with tax preparation, filing, and planning to ensure clients comply with tax laws and maximize their financial efficiency. Whether you need help with personal income taxes or corporate finances, Income Tax is dedicated to helping you navigate the complex world of taxation with ease and accuracy.
3528 Long Beach Blvd, Long Beach, CA 90807, United States -
Holmes & Associates
● ClosedHolmes & Associates is a reputable accounting and finance institution located at 400 Oceangate in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Holmes & Associates to help you achieve your financial goals with precision and integrity.
400 Oceangate #1100, Long Beach, CA 90802, United States -
MV Business Management
● OpenMV Business Management is a leading institution in the field of accounting and finance, located at 6475 Atlantic Avenue in Long Beach, California, United States. Specializing in real estate bookkeeping, notary public services, and business development, CEO Maria Velis brings over five years of experience to help businesses gain clarity and efficiency in their financial operations. Maria Velis founded M.V. Business Management with a mission to provide peace of mind to business owners seeking effective and streamlined business operations. With Associate’s Degrees in Administration & Information Systems, Communication, Media & Languages, and Humanities, Philosophy & Arts from California State University, Dominguez Hills, Maria is equipped to guide businesses towards success.
6475 Atlantic Ave, Long Beach, CA 90805, United States -
Hamilton Mercer & Werre
● OpenHamilton Mercer & Werre is a leading accounting and finance institution located at 2750 North Bellflower Boulevard in Long Beach, California. With a team of dedicated professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses alike. Visit Hamilton Mercer & Werre for all your accounting and finance needs.
2750 N Bellflower Blvd # 201, Long Beach, CA 90815, United States
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