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TOP 30 Custom financial solutions in Long Beach, CA
98 results found
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Rojas Insurance & Financial
Rojas Insurance & Financial is a reputable health insurance agency located at 5150 Pacific Coast Highway in Long Beach, California, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and a comprehensive understanding of the insurance industry, we strive to help individuals and families secure the coverage they need to protect their health and financial well-being. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan.
Eternity Financial Alliance Insurance Solutions, Inc.
Eternity Financial Alliance Insurance Solutions, Inc. is a leading insurance agency located at 4695 Macarthur Court in Newport Beach, California, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on integrity and customer service, we strive to build long-lasting relationships with our clients and help them secure their financial future. Whether you are looking for auto, home, health, or life insurance, Eternity Financial Alliance Insurance Solutions, Inc. is here to help you every step of the way. Contact us today to learn more about our comprehensive insurance options.
Bank of America Financial Center
The Bank of America Financial Center located at 5101 2nd Street in Long Beach, California, is a trusted institution offering a wide range of banking and financial services. Whether you need assistance with personal banking, investments, loans, or business accounts, our knowledgeable staff is here to help you achieve your financial goals. With convenient hours and state-of-the-art technology, the Bank of America Financial Center is committed to providing top-notch customer service and innovative solutions to meet your financial needs. Visit us today to experience the difference of banking with Bank of America.
Lendmark Financial Services LLC
Lendmark Financial Services LLC is a finance institution located at 2296 East Carson Street in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing a wide range of financial services to meet the needs of our clients. Whether you are looking for personal loans, business loans, or other financial solutions, we are here to help. With a commitment to excellent customer service and a focus on building long-term relationships, Lendmark Financial Services LLC is your trusted partner for all your financial needs.
Jose Hernandez-Gomez, Bankers Life Agent and Bankers Life Securities Financial Representative
Jose Hernandez-Gomez is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 5000 East Spring Street in Long Beach, California. As an insurance agency, Jose provides expert advice and personalized financial solutions to help clients secure their future and protect their assets. With a strong commitment to customer service and a wealth of knowledge in insurance and financial planning, Jose Hernandez-Gomez is a trusted partner in helping individuals and families achieve their financial goals.
Excelsus Capital Management - Investment Advisor & Financial Planner
Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
Beach Financial Group
Beach 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.
A1 Financial Inc
A1 Financial Inc is a comprehensive financial institution located at 1124 East Pacific Coast Highway in Long Beach, California. Specializing in accounting and finance services, we also offer health and store services to meet all your financial needs. Our experienced team is dedicated to providing top-notch financial solutions and excellent customer service. Visit us today to see how we can help you achieve your financial goals.
MDP Financial Services, Inc.
MDP Financial Services, Inc. is a finance institution located at 419 Main Street in Huntington Beach, California, United States. Our accounting firm is dedicated to helping you and your business with all of your financial needs. Our board certified accountants stay current with the latest information, laws, and techniques to ensure we provide the best service possible. Whether you need help with tax planning, preparation, or organizing your financial records, we are here to assist you in achieving your financial goals. Trust us to guide you through the process and make sure your business is on the right track. Contact us today to learn more about how we can help your business thrive.
Martin Klein - RBC Wealth Management Financial Advisor
Martin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
Merrill Lynch Financial Advisor Stephen Marinacci
Merrill Lynch Financial Advisor Stephen Marinacci, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Stephen Marinacci can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Stephen Marinacci demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is created to help you achieve what matters most to you. With a focus on family, goals, and priorities, Stephen Marinacci works to understand your financial aspirations and provide guidance on investment decisions and trade-offs. By utilizing the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach that aligns with your values and objectives. Regular check-ins and adjustments to your financial plan ensure that it evolves with your changing life circumstances and market conditions. Stephen Marinacci's mission is to help you pursue your financial goals and turn them into reality, providing support and guidance every step of the way. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Stephen Marinacci can help you develop a comprehensive approach to address your financial needs. With a focus on building a long-term relationship and understanding your unique financial situation, Stephen Marinacci and the team at Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your financial aspirations.
Merrill Lynch Financial Advisor Andrew W Hill
Merrill Lynch Financial Advisor Andrew W Hill is a finance institution located at 520 Newport Center Drive, Suite 1900, Newport Beach, California, United States. They specialize in developing personalized financial strategies to help clients pursue their long-term goals. By starting with a conversation to understand your priorities and goals, they work one-on-one with you to create a customized approach tailored to your needs. Through the Investment Personality Assessment, they gain a deeper understanding of your investing preferences to provide personalized insights and resources. With access to the global resources of Merrill and banking solutions from Bank of America, they help clients manage, grow, and preserve their wealth while considering their future needs. The team at Merrill Lynch Wealth Management Advisors is dedicated to building strong client relationships based on trust and personalized service. By regularly reviewing and updating your financial approach, they help you stay on track to achieve your goals. Their goal is to help you turn your financial aspirations into reality by providing personalized investment strategies and comprehensive financial solutions. With a focus on understanding what matters most to you, they offer an approach built around your life priorities and the advice you need to navigate market fluctuations and life changes. Let Merrill Lynch Financial Advisor Andrew W Hill help you achieve your financial goals and live your best financial life.
Hout Financial
Hout Financial is a reputable financial institution located at 20250 Southwest Acacia Street in Newport Beach, California, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Hout Financial is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
Edward Jones - Financial Advisor: Elizabeth P Thai
Edward Jones - Financial Advisor: Elizabeth P Thai is a reputable finance institution located at 5952 Warner Avenue in Huntington Beach, California, United States. Elizabeth P Thai is a dedicated and knowledgeable financial advisor who helps clients achieve their financial goals through personalized investment strategies and sound financial planning. With a focus on building long-term relationships and providing exceptional customer service, Elizabeth P Thai and the team at Edward Jones are committed to helping clients secure their financial future.
Curt L Kurtz - Financial Advisor, Ameriprise Financial Services, LLC
Curt L Kurtz - Financial Advisor, Ameriprise Financial Services, LLC is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. Specializing in providing expert financial advice and services, Curt L Kurtz offers personalized solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering top-notch customer service, this institution is dedicated to helping individuals and businesses navigate the complexities of the financial world with confidence and peace of mind.
Pearl Financial, Inc
Pearl Financial, Inc is a reputable finance institution located at 5199 Pacific Coast Highway in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, Pearl Financial, Inc offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, loan options, or wealth management services, the experienced team at Pearl Financial, Inc is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and customer-focused, Pearl Financial, Inc is your go-to institution for all your financial needs.
Merrill Lynch Financial Advisor Scott D Paul
Merrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
Maddy Stewart - RBC Wealth Management Financial Advisor
Maddy Stewart - RBC Wealth Management Financial Advisor is a trusted financial institution located at 610 Newport Center Drive in Newport Beach, California. As a dedicated financial advisor, Maddy Stewart provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, Maddy Stewart offers expert financial advice and customized investment solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Maddy Stewart - RBC Wealth Management Financial Advisor is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor Jeff C Jen
Merrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
Merrill Lynch Financial Advisor Steven J Bernardy
Merrill Lynch Financial Advisor Steven J Bernardy is a Senior Vice President and Senior Financial Advisor located at 520 Newport Center Drive, Newport Beach, California, United States. With over 20 years of experience in finance, Steven helps his clients determine long-term financial goals and implement wealth management strategies. He specializes in estate planning and works closely with advisors to develop personalized estate plans. Steven is actively involved in charitable organizations, including Olive Crest, and has been volunteering there for over 30 years. He is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Steven's mission is to understand his clients' goals and priorities, and to develop a customized investment approach to help them achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Steven is committed to helping you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, he will work with you to develop a financial approach tailored to your needs. Steven is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help you reach your goals. Contact Merrill Lynch Financial Advisor Steven J Bernardy to start planning for your financial future today.
Merrill Lynch Financial Advisor Rolando Lopez
Merrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.
Quintessential Financial Corporation
Quintessential 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.
The Hamilton Group - UBS Financial Services Inc.
The Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.
HCVT Long Beach
HCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.
Beth Bettger - State Farm Insurance Agent
Welcome to Beth Bettger - State Farm Insurance Agent, located at 20220 State Road in Cerritos, California. Our insurance agency is conveniently situated on the corner of Del Amo Blvd and State Rd next to the 605 freeway. We offer a wide range of insurance services, including car, life, health, and more. Whether you're a resident of Cerritos, Long Beach, Lakewood, Bellflower, or anywhere in the Greater Los Angeles Area, we are here to assist you with your insurance needs. Beth Bettger, the State Farm Agent, brings years of experience and a passion for helping clients protect what matters most to them. Born and raised in California, Beth obtained her B.A. in Marketing from Sonoma State University and currently resides in Huntington Beach with her husband. She values spending time with family and living an active lifestyle. Beth and her team are dedicated to providing personalized insurance solutions tailored to each individual's unique needs.
Farmers Insurance: Sean O. Ajayi
Farmers Insurance: Sean O. Ajayi is an insurance agency located at 4300 Long Beach Boulevard in Long Beach, California. As a local Farmers® agent, Sean O. Ajayi helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, or business insurance, Sean has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward assistance, Sean aims to make clients smarter about insurance. Sean O. Ajayi can assist with comprehensive coverage, collision coverage, deductibles, medical payments, and more. With over 80 years of experience, Farmers® has been providing reliable insurance products. From home insurance to life insurance, Sean O. Ajayi can help clients create a plan to protect their assets and loved ones.
Jose Olguin - State Farm Insurance Agent
Jose 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.
LifeTree Prosperity
LifeTree Prosperity is an insurance agency located at 6231 East Vernon Street, Long Beach, California, United States. Specializing in the Senior Market, Scott, the expert Independent agent, works with multiple companies to provide Medicare options and Financial products tailored to individual needs. With a reputation for the highest level of integrity, product knowledge, and excellent customer service, Scott is the perfect person to work with for those in the 60 and over age bracket. Clients praise Scott for his top-notch skills, ethical work, and ability to guide them towards the best choices for their financial future. With a focus on communication, honesty, and professionalism, Scott at LifeTree Prosperity is the go-to person for navigating the insurance space. Contact Scott today for personalized and reliable insurance solutions.
Mail Services Etc
Mail Services Etc is a finance institution located at 2892 North Bellflower Boulevard in Long Beach, California. We offer a wide range of financial services to meet your needs, including check cashing, money orders, and bill payment services. Our friendly and knowledgeable staff are here to assist you with all of your financial needs. Visit us today to experience top-notch customer service and convenient financial solutions.
Oportun
Oportun is a financial institution located at 730 Long Beach Boulevard in Long Beach, California. We specialize in providing responsible and affordable loans to individuals who may not have access to traditional banking services. Our mission is to help our customers build a better future by offering fair and transparent financial solutions. Visit us today to learn more about how we can help you achieve your financial goals.
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