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TOP 30 Credit portfolio management in California
23 results found
A convenient service for searching for businesses, places and services
Carroll Realty & Management, Inc
Carroll Realty & Management, Inc is a reputable real estate agency located at 11440 West Bernardo Court in San Diego, California. Our team of seasoned professionals specializes in the leasing, management, and sale of income properties owned by savvy investors. With over 30 years of experience, we have the expertise to handle tenant issues, rent collection, maintenance, and repairs, providing you with peace of mind knowing your investment is in good hands. We strive to rent your property for top dollar and lease only to qualified tenants. Additionally, we assist investors in expanding their portfolio by finding great income producing properties. When the time comes to sell, we credit back up to 1 year of property management fees to our customers. Trust Carroll Realty & Management, Inc to be your property management experts and choose the best in real estate management.
Spaulding Managed Credit
Spaulding Managed Credit, located at 30423 Canwood Street, Agoura Hills, California, is a finance institution dedicated to empowering business success through expert funding and credit solutions. Their services include securing business loans, optimizing credit strategies, and providing ongoing advisory and support to ensure financial prosperity. With a focus on tailored funding solutions, personalized credit expertise, and a dedicated team of experienced advisors, Spaulding Credit Management is committed to helping business owners, professionals, athletes, entertainers, and individuals achieve and maximize credit success. Contact them today for a complimentary consultation and start your journey towards financial empowerment.
Credit Saint by Liberty Tax
Credit Saint by Liberty Tax is a reputable institution located at 1607 Lander Avenue in Turlock, California. Specializing in accounting and finance, Credit Saint offers expert services to help individuals and businesses navigate the complexities of credit and financial management. With a team of experienced professionals, they provide personalized solutions to improve credit scores and achieve financial goals. Whether you are looking to repair your credit or optimize your financial portfolio, Credit Saint by Liberty Tax is dedicated to helping you succeed. Visit their office in Turlock today to learn more about their services and how they can assist you in achieving financial stability and success.
Credit Saint by Liberty Tax
Credit Saint by Liberty Tax is a renowned institution located at 909 South Central Avenue in Compton, California. Specializing in accounting and finance services, Credit Saint by Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of credit management and financial planning. With a team of experienced professionals, they offer personalized solutions to improve credit scores, manage debt, and achieve financial goals. Whether you are looking to repair your credit or optimize your financial portfolio, Credit Saint by Liberty Tax is here to provide expert guidance and support. Visit them today to start on the path towards a brighter financial future.
Chase Bank
Chase Bank, located at 402 Ignacio Boulevard in Novato, California, is a full-service financial institution offering a range of banking and investment services. With a team of business professionals specializing in improving cash flow, credit solutions, and payroll management, Chase is dedicated to helping businesses succeed. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. JPMorgan Chase Bank, N.A. is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a premium banking and investment offering, subject to approval. Member FDIC.
BMO
BMO, located at 33301 Alvarado-Niles Road in Union City, California, is a full-service bank offering a wide range of banking services, investments, and lending products for personal and commercial customers. As a member of FDIC, BMO Bank N.A. in the United States is committed to providing quality financial products while ensuring compliance with federal laws such as the USA Patriot Act. Customers opening accounts will be required to provide identification and verification information to prevent money laundering and terrorism financing. Please note that third-party websites linked to BMO may have different privacy and security policies. It is recommended to review these policies before proceeding. BMO Bank N.A. does not offer tax or legal advice, and customers are advised to consult with their own legal and tax advisors for personalized guidance.
PNC Bank
PNC Bank is a trusted financial institution located at 1887 First Street in Livermore, California. As a full-service bank, PNC offers a wide range of financial services including checking and savings accounts, loans, mortgages, and investment options. With convenient ATM access, customers can easily manage their finances and access their accounts 24/7. PNC Bank is committed to providing excellent customer service and helping individuals and businesses achieve their financial goals.
Kneupper & Covey PC - Consumer Protection and Class Action Lawyers
Kneupper & Covey PC is a law firm located in Huntington Beach, California, specializing in consumer protection and class action cases. Our team of experienced lawyers represents consumers against companies engaging in deceptive or unfair practices. We believe in holding businesses accountable for treating their customers fairly and truthfully. Whether you have been taken advantage of by dishonest brokers, sold dangerous products, or faced issues with vehicle dealers failing to provide necessary documentation, we are here to advocate for you. Our firm also helps consumers stop debt collectors from harassing them and handles cases involving damaged or stolen belongings in storage units. Additionally, we assist individuals in lawsuits regarding broken refrigerators, warranty disputes, and issues with companies like Wayfair, Santander Consumer USA, and Vroom. If you have experienced problems with SunPro Solar, Midland Credit Management, Portfolio Recovery Associates LLC, or any other company, our team can help you understand your legal rights and options. Contact us today to learn more about how we can assist you in seeking justice against companies engaging in unfair practices."
Epic Financial
Epic Financial is a leading finance institution located at 269 Lorraine Boulevard in Los Angeles, California, United States. We offer a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Epic Financial can help you reach your financial objectives.
Philisha Asia Enterprises
Philisha Asia Enterprises, located at 17434 Bellflower Boulevard in Bellflower, California, is a dedicated institution offering exceptional business management consulting services. With a passion for fostering growth and igniting success, the institution specializes in providing strategic planning, financial analysis, and process optimization to help entrepreneurs navigate the path to success. Drawing on experience in various industries, tailored solutions are offered to align with unique goals and challenges. As a trusted advisor, Philisha Asia Enterprises empowers entrepreneurs to make informed decisions and drive sustainable growth, ultimately building thriving businesses. In addition to business management consulting, Philisha Asia Enterprises also offers top-notch solutions in property management. With a focus on exceptional service and attention to detail, the institution ensures that every property is effectively managed and maintained. From tenant screening to maintenance coordination, Philisha Asia Enterprises handles day-to-day operations with diligence and professionalism. Tailored strategies are created to optimize rental income and occupancy rates, maximizing returns and enhancing the value of real estate portfolios.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
Merrill Lynch Financial Advisor Sean M Lucas
Merrill Lynch Financial Advisor Sean M Lucas is a finance institution located at 2998 Douglas Boulevard, Roseville, California, United States. Sean M Lucas, Wealth Management Advisor, Senior Vice President, has been in the financial services industry since 1995. The institution offers personalized wealth management strategies tailored to individual needs, with a focus on listening and informed decision-making. The Merrill Personal Wealth Analysis™ helps build personalized plans centered around goals and objectives. The team at Merrill Lynch Wealth Management works closely with clients to create customized financial strategies with measurable goals, adjusting them over time as needed. With a commitment to customer service, Merrill Lynch offers investment insights and access to credit and lending capabilities through Bank of America to address various financial challenges. By understanding clients' goals, priorities, and risk tolerance, the team provides thoughtful advice and guidance to help achieve financial success. Regular reviews and adjustments are made to ensure clients stay on track towards their goals. The institution emphasizes the importance of building a relationship with a team of dedicated advisors who can help navigate the financial landscape. The institution offers a range of services, including investment strategies, financial planning, and comprehensive financial solutions. Sean Lucas is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. and The American College of Financial Services. It is important to consult legal and tax advisors before making any financial decisions. Merrill offers a variety of services, but it is essential to consider individual investment objectives and needs. Investing involves risk, and past performance does not guarantee future results.
Bank of America Private Client Advisor Rui (Ray) Xie
Bank of America Private Client Advisor Rui (Ray) Xie is a finance institution located at 555 California Street, San Francisco, California, United States. Tune in at 2:00 PM EST on Monday and Friday for the latest insights. The institution takes the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by providing personalized approaches and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, their commitment is to make your goals their priority. They pride themselves on their history, serving clients' best interests, and their continual pursuit of innovation in a constantly transforming world. By providing disciplined financial strategies and a bridge across generations, they help clients anticipate and respond to evolving markets and financial complexities. Please note that by leaving the Bank of America Private Bank's website, you will be directed to FINRA’S BrokerCheck. The institution strives to provide information about products and services that you may find interesting and useful through relationship-based ads and online behavioral advertising. If you prefer not to have this information used, you may opt out of online behavioral advertising. Keep in mind that investing involves risk, and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Bank of America, N.A., and U.S. Trust Company of Delaware do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards do not apply in certain situations, such as offering credit solutions, banking, custody, or brokerage products/services.
Merrill Lynch Financial Advisor Peter Nolan
Merrill Lynch Financial Advisor Peter Nolan, located at 2 Belvedere Place, Mill Valley, California, United States, is a finance institution that provides goals-based wealth management to families, professionals, and business owners. With over 25 years of experience as a Portfolio Manager in Institutional Investment Firms, including advising clients in Europe, the Middle East, and South Africa, Peter Nolan is dedicated to cultivating long-lasting relationships with clients by providing exceptional service, customized advice, and a disciplined approach to investing. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals, whether it be funding their children's education, planning for retirement, or creating a long-term financial plan. By understanding each client's unique needs and priorities, Peter Nolan and his team aim to simplify the complexities of investing and help clients reach their financial goals. With access to investment insights from Merrill, trust services from Bank of America Private Bank, and credit solutions from Bank of America, clients can benefit from a comprehensive financial approach tailored to their individual situation. Through ongoing communication and adjustments to the financial approach as life changes, Peter Nolan ensures that clients stay on track towards their goals. As a registered advisor in multiple states, Peter Nolan is committed to providing personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.
Bank of America Private Client Advisor Linh Nguyen
Bank of America Private Client Advisor Linh Nguyen is a Senior Vice President and Private Client Advisor located in Palo Alto, California. Linh and her team of subject matter specialists work with high-net-worth individuals and families to optimize and manage their wealth. They take a personalized approach, listening to your unique needs before crafting a financial strategy to advance your goals, legacy objectives, and plan for future generations. Your dedicated team can include a Wealth Strategist, Portfolio Manager, Trust Officer, and other specialists tailored to your situation. With a focus on integrity and transparency, they serve as your fiduciary to meet your financial objectives. Their comprehensive wealth planning approach includes investment management, trust, estate and tax planning, philanthropic strategies, customized credit, and other financial needs. They offer distinctive investment insights and strategies, with access to extensive resources from the Bank of America enterprise. Linh holds a Bachelor of Science in psychology and a Master’s in Business Administration. She is actively involved in community organizations and enjoys long walks, gardening, and staying informed on business, investment, and social matters. Bank of America Private Bank has a long history of helping clients manage significant wealth, with a commitment to making your goals a priority. They provide disciplined financial strategies and bridge generations to anticipate and respond to evolving markets. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Consult your legal and tax advisors before making any financial decisions.
Ellington Financial, LLC
Ellington Financial, LLC is a finance institution located at 8343 Church Street in Gilroy, California. With an additional office at 345 5th Street, Suite 3 in Hollister, California, Ellington Financial is dedicated to providing expert financial advice to clients. Led by Kristi, a passionate and experienced Financial Advisor since 1993, the team at Ellington Financial is committed to helping individuals understand and navigate their financial situations. Nick, following in his mother's footsteps, also plays a key role in assisting clients with investments and financial planning. With a focus on economics and investment research, Nick brings a unique perspective to the team. Securities and advisory services are offered through LPL Financial, ensuring that clients receive top-notch guidance and support. Whether you're looking to invest, plan for the future, or simply better understand your finances, Ellington Financial is here to help. Contact them today to schedule a consultation and take control of your financial journey.
Signature Estate & Investment Advisors, LLC
Signature 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.
Merrill Lynch Financial Advisor Qing Zhou
Merrill Lynch Financial Advisor Qing Zhou is located at 520 Newport Center Drive, Newport Beach, California, United States. Jessica Zhou, a Senior Financial Advisor with Merrill Lynch Wealth Management, holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She provides premier wealth management and investment services to affluent and high-net-worth clients. Jessica is a specially qualified Senior Portfolio Advisor who can build and manage custom investment strategies for clients, drawing from a wide range of model portfolios. She offers services in investment management, retirement planning, trust and estate planning, credit and lending services, insurance planning, and education planning. Jessica has extensive experience in the financial industry and is fluent in Mandarin. She is committed to helping clients reach their financial goals and offers personalized recommendations. The institution believes in focusing on clients' priorities, goals, and life changes to create a customized financial approach. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in helping clients achieve financial success by understanding their goals and aspirations. With access to investment insights and banking solutions, they work with clients to develop approaches tailored to their financial needs. The institution emphasizes the importance of regular check-ins to review progress and make any necessary adjustments to the financial approach. Overall, Merrill Lynch Financial Advisor Qing Zhou aims to help clients pursue their financial goals and manage investment risk effectively.
Bank of America Private Client Advisor Jennifer N Lee
Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
Merrill Lynch Private Wealth Advisor Justin Vaicek
Merrill Lynch Private Wealth Advisor Justin Vaicek, located at 520 Newport Center Drive in Newport Beach, California, offers personalized, boutique-like services to individuals and families with complex wealth management needs. Justin integrates industry-leading research and expert analysis to help clients achieve their financial goals. With over 20 years of experience in capital markets, Justin provides tailored strategies across various client needs including investment management, executive services, trust and estate planning, and access to credit and lending. Working alongside Justin is Scott Smeltzer, who provides investment research and analysis to advance client goals. Scott's quantitative skills contribute to initiatives such as investment manager evaluation, security selection, and portfolio strategy. With a background in finance and certifications as a Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER, Scott brings a wealth of expertise to the team.
Encore Capital Group
Encore Capital Group is a finance institution located in San Diego, California, United States. The company specializes in debt management and recovery services, helping individuals and businesses navigate their financial challenges. With a focus on ethical and responsible practices, Encore Capital Group works to find solutions that benefit both creditors and debtors. Their team of experts is dedicated to providing top-notch financial services and support to clients in need.
Merrill Lynch Financial Advisor Michael R Oster
Merrill Lynch Financial Advisor Michael R Oster, located at 1111 Broadway in Oakland, California, is a trusted finance institution that believes in building strong client relationships through teamwork and client involvement. With a combined 90 years of industry experience, The Oster Group aims to understand clients' priorities and help them achieve their financial goals without unnecessary investment risk. The team offers a suite of services that integrate multiple wealth disciplines, taking into consideration each client's overall financial picture. By conducting in-depth conversations and utilizing the Investment Personality Assessment, the advisors at Merrill Lynch tailor a customized wealth management strategy to help clients pursue what matters most to them.
Delano Financial Services
Delano Financial Services is a reputable institution located at 3450 Bonita Road in Chula Vista, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help you navigate the complexities of the financial world. Trust Delano Financial Services to help you achieve your financial goals and secure a stable financial future.
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