Custom investment strategies in Long Beach, California
76 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- Germany
-
Hout Financial
● ClosedHout 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.
20250 SW Acacia St Suite 150, Newport Beach, CA 92660, United States -
Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenKen Hickman is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 3900 Kilroy Airport Way in Long Beach, California. As a trusted financial expert, Ken specializes in providing personalized financial planning and investment advice to help clients achieve their financial goals. With a focus on building long-term relationships, Ken works closely with individuals and families to create customized financial strategies that align with their unique needs and objectives. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth for the future, Ken Hickman and Ameriprise Financial Services, LLC are here to help you navigate the complexities of the financial world and secure your financial future.
3900 Kilroy Airport Way # 190, Long Beach, CA 90806, United States -
Edward Jones - Financial Advisor: Vincent Jacobs
● ClosedEdward Jones - Financial Advisor: Vincent Jacobs is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. Vincent Jacobs, a skilled financial advisor, provides personalized financial planning services to help clients achieve their financial goals. With a focus on long-term investment strategies and a commitment to excellent customer service, Edward Jones is a trusted partner in helping individuals and families secure their financial future. Contact Vincent Jacobs today to schedule a consultation and take the first step towards financial success.
3780 Kilroy Airport Way Suite 810, Long Beach, CA 90806, United States -
Edward Jones - Financial Advisor: Nailah Khan, CRPC™
● ClosedEdward Jones - Financial Advisor: Nailah Khan, CRPC™ is a reputable financial institution located at 202 Argonne Avenue in Long Beach, California, United States. As a Certified Retirement Planning Counselor, Nailah Khan offers expert financial advice and personalized investment strategies to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing exceptional customer service, Edward Jones is dedicated to helping individuals and families secure their financial future.
202 Argonne Ave suite a, Long Beach, CA 90803, United States -
Rosenwald Capital Management
● OpenRosenwald Capital Management is a leading finance institution located at 123 West Torrance Boulevard in Redondo Beach, California, United States. Our team of experienced professionals is dedicated to providing top-tier financial services to our clients, including investment management, wealth planning, and retirement strategies. With a focus on personalized solutions and exceptional customer service, Rosenwald Capital Management is committed to helping our clients achieve their financial goals and secure their financial future.
123 W Torrance Blvd # 105, Redondo Beach, CA 90277, United States -
Edward Jones - Financial Advisor: Elizabeth P Thai
● OpenEdward 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.
5952 Warner Ave, Huntington Beach, CA 92649, United States -
Edward Jones - Financial Advisor: Greg Prough
● ClosedEdward Jones - Financial Advisor: Greg Prough is a reputable finance institution located at 5855 East Naples Plaza in Long Beach, California, United States. As a dedicated financial advisor, Greg Prough provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, Edward Jones - Financial Advisor: Greg Prough is committed to helping individuals and families secure their financial future.
5855 E Naples Plaza # 100, Long Beach, CA 90803, United States -
The Bahnsen Group - CA
● ClosedThe Bahnsen Group - CA is a leading finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experts offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, The Bahnsen Group - CA is dedicated to providing top-tier financial advice and guidance. Visit us today to learn more about how we can help you secure your financial future.
520 Newport Center Dr STE 300, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Scott D Paul
● ClosedMerrill 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.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Private Wealth Advisor Andrew L Kopjak
● OpenMerrill Lynch Private Wealth Advisor Andrew L Kopjak, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. As a finance institution, they provide customized services supported by the broad capabilities of a global institution, offering personalized attention for all aspects of your financial life. Their private wealth advisors are rigorously trained to meet your specialized needs with relationships based on trust and personalized service. They offer strategies designed to help you achieve your financial goals, with access to services and resources typically reserved for the world's largest institutions.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Todd Halbrook - RBC Wealth Management Financial Advisor
● ClosedTodd Halbrook - RBC Wealth Management Financial Advisor is a reputable financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a dedicated financial advisor, Todd Halbrook provides personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong focus on building long-term relationships and delivering exceptional customer service, Todd Halbrook - RBC Wealth Management Financial Advisor is committed to helping clients navigate the complexities of the financial market and secure their financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Edward Jones - Financial Advisor: Tammy McKennon
● ClosedEdward Jones - Financial Advisor: Tammy McKennon is a reputable finance institution located at 1501 Westcliff Drive in Newport Beach, California, United States. As a dedicated financial advisor, Tammy McKennon offers personalized investment strategies and financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships and providing exceptional customer service, clients can trust in Tammy McKennon's expertise and guidance to navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Tammy McKennon is committed to helping you secure a stable financial future.
1501 Westcliff Dr Suite 307, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Shane Boex
● OpenBank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. 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. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Steven J Bernardy
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Rolando Lopez
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Legacy Retirement Planning
● ClosedLegacy Retirement Planning is a leading finance institution located at 535 Magnolia Avenue in Long Beach, California. Our dedicated team of financial experts is committed to helping individuals plan for their retirement by providing personalized and comprehensive financial strategies. Whether you are looking to build wealth, protect your assets, or ensure a comfortable retirement, Legacy Retirement Planning is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
535 Magnolia Ave UNIT 102, Long Beach, CA 90802, 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 -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Merrill Lynch Private Wealth Advisor Louis A Berlin
● OpenMerrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
The Hamilton Group - UBS Financial Services Inc.
● OpenThe 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.
888 San Clemente Dr Suite 300, 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 -
Commerce Technologies
● ClosedWelcome to Commerce Technologies, your premier destination for cutting-edge electronics and financial solutions in Long Beach, California. Conveniently located at 3738 Bayer Avenue, our store offers a unique blend of high-quality electronics and expert financial services designed to meet the diverse needs of our community. At Commerce Technologies, we pride ourselves on delivering exceptional customer service and innovative products. Our electronics store features a wide range of the latest gadgets, from smartphones and laptops to home entertainment systems and smart home devices. Whether you're a tech enthusiast or simply looking to upgrade your devices, our knowledgeable staff is here to guide you through our extensive selection and help you find the perfect fit.
3738 Bayer Avenue, Long Beach, California 90808, United States -
Los Angeles County Fire Dept. Station 161
● OpenWelcome to the Los Angeles County Fire Department Station 161, proudly serving the community of Hawthorne, California, and surrounding areas. Located at 4475 West El Segundo Boulevard, our station is part of the world-renowned Los Angeles County Fire Department, known for its excellence in fire services and ocean lifeguarding. At Station 161, we are committed to safeguarding lives and property through comprehensive fire and emergency medical services. Our dedicated team of firefighters and paramedics are highly trained professionals, equipped to handle a wide range of emergencies with efficiency and care.
4475 West El Segundo Boulevard, Hawthorne, California 90250, United States -
Los Angeles County Fire Dept. Station 173
● OpenWelcome to Los Angeles County Fire Department Station 173, proudly serving the community from 9001 South Crenshaw Boulevard, Inglewood, California. As part of the esteemed Los Angeles County Fire Department, our station is dedicated to providing top-tier fire and emergency services, reflecting the internationally renowned reputation of our firefighters and lifeguards. At Station 173, we are committed to excellence in fire safety, emergency medical services, and community involvement. Our team is trained to handle a wide range of emergencies with professionalism and expertise. We also emphasize the importance of fire safety education, helping our community understand potential hazards and prepare for emergencies.
9001 South Crenshaw Boulevard, Inglewood, California 90305, United States -
Los Angeles County Fire Dept. Station 116
● OpenWelcome to Los Angeles County Fire Dept. Station 116, proudly serving the community from our location at 755 East Victoria Street, Carson, California. As a vital part of the Los Angeles County Fire Department, we are committed to providing exemplary fire and life safety services to the residents and businesses in our area. Our station is part of a larger network of 176 fire stations, supported by over 5,000 dedicated emergency responders and business professionals. Our team is recognized internationally for excellence, with our firefighters and lifeguards renowned for their skill and dedication. We offer comprehensive services that include firefighting, paramedic response, ocean lifeguarding, hazardous materials management, urban search and rescue, and more.
755 East Victoria Street, Carson, California 90746, United States -
Los Angeles County Fire Dept. Station 10
● OpenWelcome to Los Angeles County Fire Department Station 10, a cornerstone of safety and service located at 1860 East Del Amo Boulevard, Carson, California. As part of the renowned Los Angeles County Fire Department (LACoFD), Station 10 upholds a legacy of excellence and dedication, serving the community with pride and professionalism. Our firefighters are recognized globally for their expertise and commitment to safety. Whether responding to emergencies or engaging in community outreach, our team exemplifies the highest standards of service. We invite those interested in joining our ranks to explore the steps to becoming a Los Angeles County firefighter or lifeguard, and to experience the rewarding career opportunities available.
1860 East Del Amo Boulevard, Carson, California 90746, United States -
Los Angeles County Fire Dept. Station 115
● OpenWelcome to Los Angeles County Fire Department Station 115, proudly serving the Norwalk community and beyond with dedication and excellence. Located at 11317 Alondra Boulevard, Norwalk, California, our station is a vital part of the renowned Los Angeles County Fire Department, celebrated worldwide for its outstanding service and commitment to safety. Our firefighters and lifeguards are recognized as some of the best in the world, known for their exceptional skills and dedication. At Station 115, we are committed to not only providing top-notch emergency services but also educating and empowering our community. We offer insights into fire safety, emergency preparedness, and the pathways to joining our esteemed team as a firefighter or lifeguard.
11317 Alondra Boulevard, Norwalk, California 90650, United States -
Dynamic Edge Consulting Inc
● ClosedWelcome to Dynamic Edge Consulting Inc., where we redefine the landscape of sales and marketing. Located at 1501 Hughes Way, Long Beach, California, our mission is to provide your business with all the advantages of a dedicated sales team—without the time-consuming and costly process of hiring, training, and managing one. As one of the few outsourced sales and marketing agencies that invest in rigorous training for our sales representatives, we deliver effective and consistent results that drive your business forward. Our people-first, product-second approach ensures that we focus on building meaningful relationships with your customers, leading to increased customer acquisition and retention.
1501 Hughes Way, Long Beach, California 90810, United States -
Maxwell Allen
● ClosedWelcome to Maxwell Allen, your trusted partner in financial services located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing personalized and comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. At Maxwell Allen, we understand that navigating the financial landscape can be complex and overwhelming. That's why our team of experienced professionals is committed to offering expert guidance and strategic advice to help you achieve your financial goals. Whether you are looking for investment management, retirement planning, tax strategies, or wealth preservation, we are here to support you every step of the way.
2015 Manhattan Beach Boulevard, Redondo Beach, California 90278, United States -
ICON
● ClosedWelcome to ICON, your trusted partner in finance, located in the heart of Redondo Beach at 18301 Kingsdale Avenue, California. At ICON, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals through comprehensive planning, investment management, and wealth preservation strategies. Whether you're looking to plan for retirement, manage your investments, or navigate complex financial decisions, ICON offers the expertise and resources to guide you every step of the way. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients based on trust and transparency.
18301 Kingsdale Avenue, Redondo Beach, California 90278, United States
- custom investment strategies in Beverly Hills
- custom investment strategies in Carson
- custom investment strategies in Compton
- custom investment strategies in Hawthorne
- custom investment strategies in Hermosa Beach
- custom investment strategies in Huntington Beach
- custom investment strategies in Inglewood
- custom investment strategies in Manhattan Beach
- custom investment strategies in Newport Beach
- custom investment strategies in Norwalk
- custom investment strategies in Pacific Grove
- custom investment strategies in Redondo Beach
- custom investment strategies in Seal Beach
- custom investment strategies in Solana Beach
- custom investment strategies in Torrance
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos