Corporate strategy in Los Angeles, CA
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The Stanton-Lindus Group - Morgan Stanley
● OpenThe Stanton-Lindus Group at Morgan Stanley is a leading financial institution located at 10960 Wilshire Boulevard in Los Angeles, California, United States. With a focus on providing top-notch financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our experienced professionals are here to guide you every step of the way. Trust in The Stanton-Lindus Group at Morgan Stanley for all your financial needs.
10960 Wilshire Blvd Ste 2000, Los Angeles, CA 90024, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC, located at 2121 Avenue of the Stars in Los Angeles, California, is a prestigious finance institution led by President and CEO Brian D. Holmes, a seasoned professional with over 35 years of experience in investment management. SEIA and its affiliates manage an impressive $17.0 billion of assets as of December 31, 2021. Brian, a founding partner of SEIA, has received numerous accolades, including being named to Barron's Hall of Fame in 2019. The institution also boasts talented advisors like Cole Brownell, CFA®, CFP®, who specializes in investment and retirement strategies, and Carlos F. Sanabria, CFA®, who manages the RFP Department. Both advisors bring a wealth of knowledge and experience to the team, ensuring top-notch service for clients.
2121 Avenue of the Stars #1600, Los Angeles, CA 90067, United States -
Endor Partners
● OpenEndor Partners is a leading finance institution located at 12130 Millennium Drive in Los Angeles, California, United States. With a team of experienced financial experts, Endor Partners offers a wide range of financial services to individuals and businesses. From investment planning to wealth management, Endor Partners is dedicated to helping clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
12130 Millennium Dr #300, Los Angeles, CA 90094, 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 -
Lenox Advisors
● ClosedLenox Advisors is a leading financial institution located at 444 Flower Street in Los Angeles, California. As a trusted provider of financial services, Lenox Advisors offers expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Lenox Advisors is committed to delivering exceptional service and innovative strategies to help clients navigate the complexities of the financial world. Whether you are planning for retirement, managing investments, or seeking insurance solutions, Lenox Advisors is dedicated to helping you secure a prosperous future.
444 Flower St #4200, Los Angeles, CA 90071, United States -
Koss Consulting Group
● ClosedKoss Consulting Group is a reputable accounting and finance institution located at 4304 4th Street in Los Angeles, California, United States. With a team of experienced professionals, they provide top-notch financial consulting services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax planning, budgeting, or financial analysis, Koss Consulting Group is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy and reliable, they are committed to helping you navigate the complexities of the financial world with ease and confidence.
4304 4th St, Los Angeles, CA 90020, United States -
Private Wealth Management | U.S. Bank
● ClosedPrivate Wealth Management at U.S. Bank in Los Angeles, California, is dedicated to helping individuals and families achieve their financial goals and create a lasting legacy. Our team of experts works with a diverse range of clients, including business owners, corporate executives, and modern families, offering tailored advice and strategies. We believe in giving back to the community and have provided over $8 million in charitable contributions and volunteer hours in the past three years. Our services include investment and insurance products, as well as guidance on growing and diversifying your portfolio. Contact us today to learn how we can help you secure your financial future.
633 W 5th St 29th Floor, Los Angeles, CA 90071, United States -
Bank of America Private Client Advisor Simone S Branigan
● OpenBank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
ABA Financial Services
● ClosedABA Financial Services is a leading finance institution located at 1885 West Jefferson Boulevard in Los Angeles, California. With a strong reputation for providing top-notch financial services, ABA Financial Services offers a wide range of solutions to meet the needs of individuals and businesses alike. From wealth management to investment advice, ABA Financial Services is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, ABA Financial Services is a trusted partner for all your financial needs.
1885 W Jefferson Blvd, Los Angeles, CA 90018, United States -
Merrill Lynch Financial Advisor Steven P Selig
● ClosedMerrill Lynch Financial Advisor Steven P Selig is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. The SC Wealth Management Group at Merrill Lynch believes in building strong relationships through teamwork and personalized involvement. They offer access to global investment capabilities and banking convenience through Bank of America. The team works closely with clients to create personalized financial strategies with measurable goals, tracking progress and adjusting strategies as needed. By getting to know each client's unique goals and priorities, the team helps develop customized plans to address financial needs. Recognized for exemplary client service, the advisors at Merrill Lynch have received accolades from industry publications and Bank of America Corporation. With a focus on trust and personalized service, the team is committed to helping clients achieve their financial goals. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors help clients navigate the complexities of their financial lives. The team is dedicated to putting clients first, offering one-on-one relationships and personalized guidance to help clients achieve their financial goals.
333 S Hope St 39th Floor, Los Angeles, CA 90071, United States -
Merrill Lynch Wealth Management Advisor Paul F Wetmore
● ClosedMerrill Lynch Wealth Management Advisor Paul F Wetmore, located at 333 South Hope Street, Los Angeles, California, United States, is a renowned finance institution that prides itself on providing exemplary client service. With recognition from financial industry publications and Bank of America Corporation, Merrill's team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. The institution offers a range of services, including personalized financial planning, investment management, and banking solutions through Bank of America. By understanding each client's unique goals, priorities, and aspirations, Merrill's advisors work to design and implement personalized plans to help clients pursue their financial objectives while managing investment risks.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Daniel C Schwarber
● ClosedMerrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.
21215 Burbank Blvd, Woodland Hills, CA 91367, United States -
Merrill Lynch Financial Advisor Roxana R Magnani
● ClosedMerrill Lynch Financial Advisor Roxana R Magnani is a prestigious finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. The institution offers a range of financial services, including wealth management and investment strategies tailored to individual needs and goals. With access to the resources of Merrill and Bank of America, clients can expect a comprehensive approach to managing, growing, and preserving their wealth. The team at Merrill believes in listening, understanding, and educating clients to help them achieve their financial goals. Whether it's planning for retirement, saving for a home, or funding education, Merrill Lynch Financial Advisor Roxana R Magnani is committed to helping clients navigate the complexities of their financial lives and reach their goals.
21215 Burbank Blvd, Woodland Hills, CA 91367, United States -
Sanli Pastore & Hill
● OpenSanli Pastore & Hill is a finance institution located at 1990 South Bundy Drive in Los Angeles, California. Our team of experts has participated in hundreds of cases and provides unrivaled research for mission critical situations. We offer fact-based analyses for clear operational guidance, as well as industry-leading advice on critical transactions. Our services include expert financial opinions for shareholder disputes, company reorganizations, contentious divorces, business succession planning, and more. With offices in Los Angeles, Sacramento, San Diego, Chicago, Lagos, and Brussels, we are able to work on global and nationwide projects, as well as local matters in state and federal courts. Trust Sanli Pastore & Hill for expert financial opinions in high-stakes circumstances.
1990 S Bundy Dr #800, Los Angeles, CA 90025, United States -
Merrill Lynch Financial Advisor Asiyat Khuranova
● ClosedMerrill Lynch Financial Advisor Asiyat Khuranova, located at 333 South Hope Street, Los Angeles, California, is a finance institution dedicated to providing personalized financial advice and guidance. The SC Wealth Management Group, of which Asiyat Khuranova is a part, believes in building strong relationships through teamwork and involvement. They offer access to the global investment capabilities of Merrill and the banking convenience of Bank of America, striving to be your primary source for financial planning. The team at Merrill Lynch understands that no two investors are alike, which is why they work closely with you to create a personalized financial strategy with measurable goals. They track your progress and adjust your investment style over time as needed, ensuring that your financial approach aligns with your evolving life plan.
333 S Hope St 39th Floor, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Sheila L Carlson
● ClosedMerrill Lynch Financial Advisor Sheila L Carlson is a prestigious finance institution located at 333 South Hope Street, Los Angeles, California, United States. Merrill is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Sheila and her team, supported by the global resources of Merrill, are dedicated to building strong client relationships based on trust and personalized service. They focus on understanding each client's family, goals, and priorities, and work to design and implement personalized financial plans to help clients pursue their goals while managing investment risk. The institution offers a range of financial services, including personalized investment strategies and comprehensive financial solutions from Bank of America. Through ongoing conversations and reviews, the team at Merrill Lynch Wealth Management helps clients stay on track to achieve their financial goals. Sheila does not provide tax advice in her current role with Merrill, and banking services are through Bank of America, N.A. The institution is committed to helping clients achieve financial success by making investment decisions that align with their personal goals. With a focus on understanding each client's unique needs and priorities, Merrill Lynch Financial Advisor Sheila L Carlson and her team are dedicated to helping clients navigate the complexities of their financial lives and achieve their goals.
333 S Hope St, Los Angeles, CA 90071, United States -
Merrill Lynch Financial Advisor Brian A Bonvechio
● ClosedMerrill Lynch Financial Advisor Brian A Bonvechio, located at 333 South Hope Street in Los Angeles, California, is a finance institution that specializes in serving affluent families and the business community. The Pantucci Bonvechio Group, of which Brian A Bonvechio is a part, offers a combination of investment expertise and unwavering dedication to client service. With a focus on ultra-high net worth individuals, families, and corporations, the team at Pantucci Bonvechio Group strives to develop long-term relationships with each client, providing personalized service and customized strategies to help pursue their financial goals. As a Bank of America Global Institutional Consultant, the group has the knowledge and experience to navigate the complexities of the financial landscape and provide tailored solutions for institutional investors. Additionally, they offer institutional investments, philanthropic solutions, and corporate retirement and benefit plan services. Recognized on the Forbes "Best-in-State Wealth Management Teams" list, Pantucci Bonvechio Group is committed to exceeding client expectations and providing insightful guidance to help preserve and grow assets. With a high level of commitment, teamwork, and personalized service, the team at Pantucci Bonvechio Group is dedicated to helping clients strengthen and grow their organizations and fulfill their financial goals.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States -
John W. Weldon CPA
● ClosedJohn W. Weldon CPA is a reputable accounting and finance institution located at 11600 Washington Place in Los Angeles, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of services including tax preparation, financial planning, and audit support. Their commitment to providing personalized and professional services has earned them a strong reputation in the industry. Whether you are an individual or a business owner, John W. Weldon CPA is dedicated to helping you achieve your financial goals.
11600 Washington Pl #105, Los Angeles, CA 90066, United States -
The Tax Consultancy Group Inc.
● ClosedThe Tax Consultancy Group Inc. is a leading accounting and finance institution located at 12300 Wilshire Boulevard in Los Angeles, California, United States. With a team of experienced professionals, we provide expert tax consultation and financial services to individuals and businesses. Our goal is to help our clients navigate the complexities of the tax system and achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
12300 Wilshire Blvd #410, Los Angeles, CA 90025, United States -
Pikula Tax
● ClosedPikula Tax is a CPA firm located at 8939 South Sepulveda Boulevard in Los Angeles, California. We specialize in providing tax and business services tailored to each client's unique needs and goals. Our team is dedicated to solving problems and helping individuals and businesses succeed in their financial endeavors. We believe in working smart and paying attention to the details to ensure accuracy and efficiency in all that we do. Our tax services include personalized assistance with tax preparation, planning, and compliance. We also offer accounting services such as bookkeeping and financial statement preparation to help clients maintain accurate and up-to-date financial records. Additionally, our business and tax consulting services provide clients with expert advice and guidance to make informed financial decisions.
8939 S Sepulveda Blvd # 440, Los Angeles, CA 90045, United States -
Wheeler & Bi CPA
● ClosedWheeler & Bi CPA is a boutique accounting and tax solution located at 1990 South Bundy Drive, Los Angeles, California, United States. Specializing in small to medium-sized businesses, our Certified Public Accountants act as your deduction detectives to uncover every possible write-off tailored to your unique needs. From start-up costs to home office deductions, we maximize your deductions to minimize frustration come tax time. Our proactive tax strategies legally minimize what you owe, staying ahead of tax law changes to uncover planning opportunities. We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses. Let us help you conquer tax season and focus on growing your business. Contact us today to see how we can support your specific needs.
1990 S Bundy Dr Suite 510, Los Angeles, CA 90025, United States -
Andy Yu, CPA & Associates
● ClosedAndy Yu, CPA & Associates is a trusted institution located at 3435 Wilshire Boulevard in Los Angeles, California. Specializing in accounting and finance, our team is dedicated to helping you resolve tax audit issues and providing effective tax solutions for both personal and business matters. With a strong reputation for excellence, we are trusted by corporations and individuals throughout Southern California. Our team at Andy Yu, CPA & Associates has extensive knowledge in auditing and resolving tax disputes, with our founder having previously worked as an Internal Revenue Service Agent and Board of Equalization Sales Tax Auditor. We provide valuable insights for your business, allowing you to make informed decisions with confidence and focus.
3435 Wilshire Blvd #2100, Los Angeles, CA 90010, United States -
JE Woong Bang CPA
● OpenJE Woong Bang CPA is a reputable accounting and finance institution located at 3600 Wilshire Boulevard in Los Angeles, California. With a team of experienced certified public accountants, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, or financial planning, JE Woong Bang CPA is dedicated to providing personalized and professional services to meet your specific needs. Trustworthy and reliable, they strive to help their clients achieve their financial goals and success.
3600 Wilshire Blvd, Los Angeles, CA 90010, United States -
SEQUOIA CPAS, A.P.C.
● OpenSEQUOIA CPAS, A.P.C. is a reputable accounting and finance institution located at 767 North Hill Street in Los Angeles, California. Our team of certified public accountants offers a wide range of services including tax preparation, auditing, financial planning, and business consulting. With years of experience and expertise, we are dedicated to providing personalized and professional financial solutions to our clients. Whether you are an individual or a business owner, SEQUOIA CPAS, A.P.C. is committed to helping you achieve your financial goals and success. Contact us today to schedule a consultation.
767 N Hill St STE 208, Los Angeles, CA 90012, United States -
TeamWorkSales Inc.
● ClosedTeamWorkSales Inc. is a dynamic and innovative sales institution located at 4258 South Broadway, Los Angeles, California. Our dedicated team of professionals is committed to providing top-notch sales solutions and strategies to help businesses achieve their goals. With a focus on teamwork and collaboration, we strive to deliver exceptional results for our clients. Whether you are a small startup or a large corporation, TeamWorkSales Inc. is here to help you increase your revenue and drive success. Contact us today to learn more about how we can elevate your sales performance.
4258 S Broadway, Los Angeles, CA 90037, United States -
Farid Kanji & Associates
● ClosedFarid Kanji & Associates is a leading accounting and finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing top-notch services and personalized solutions has earned them a reputation for excellence in the industry. Whether you are an individual looking for financial guidance or a business in need of accounting support, Farid Kanji & Associates is committed to helping you achieve your financial goals.
1445 E Los Angeles Ave #205, Simi Valley, CA 93065, United States -
Susan Carlisle CPA
● ClosedSusan Carlisle CPA is a reputable accounting and finance institution located at 21243 Ventura Boulevard in Los Angeles, California. With a team of experienced certified public accountants, we provide a wide range of financial services including tax preparation, auditing, financial planning, and consulting. Our dedication to excellence and personalized approach ensures that each client receives the individualized attention and expertise they deserve. Whether you are a business owner, individual, or organization, Susan Carlisle CPA is committed to helping you achieve your financial goals and navigate the complexities of the financial world. Contact us today to learn more about how we can assist you with your accounting and finance needs.
21243 Ventura Blvd #138, Woodland Hills, CA 91364, United States -
Meir Tax
● ClosedMeir Tax is a reputable accounting and finance institution located at 7857 Burnet Avenue in Los Angeles, California. With a team of experienced professionals, Meir Tax offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking for help with your personal taxes or a business in need of comprehensive financial services, Meir Tax is here to assist you. Trustworthy, reliable, and dedicated to providing top-notch service, Meir Tax is your go-to destination for all your accounting and finance needs.
7857 Burnet Ave Ste B, Van Nuys, CA 91405, United States -
Baker Tilly US, LLP
● ClosedBaker Tilly US, LLP is a leading accounting and finance institution located at 11150 Santa Monica Boulevard in Los Angeles, California, United States. We specialize in providing a practical approach to vulnerability management, auditing small capital projects, and analyzing U.S. labor trends related to fair pay, equity, and transparency. Our institution offers an end-to-end compliance solution for prevailing wage and apprenticeship requirements in the Inflation Reduction Act. We also provide insights on managing cybersecurity and data governance risks, as well as strategies for moving your business forward with IRA, ESG, and cybersecurity solutions.
11150 Santa Monica Blvd Suite 600, Los Angeles, CA 90025, United States -
Baf Consulting
● OpenBaf Consulting is a reputable accounting and finance institution located at 1129 Kagawa Street in Los Angeles, California, United States. Our team of experienced professionals provides a wide range of services including tax preparation, financial planning, and business consulting. With a commitment to excellence and personalized service, Baf Consulting is dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
1129 Kagawa St, Pacific Palisades, CA 90272, United States
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