Customized financial planning in Long Beach, California

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.

Merrill Lynch Financial Advisor Mai Park is a leading institution in finance located at 520 Newport Center Drive, Newport Beach, California, United States. Mai Park, a Senior Vice President and Wealth Management Advisor with over two decades of experience, was recognized on the 2023 Forbes "Top Women Wealth Advisors Best-in-State" list. Mai's approach to wealth management is centered on fostering meaningful multi-generational relationships, with a focus on trust, open dialogue, and personalized financial strategies tailored to individual aspirations and values. Services offered include asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning. The Merrill Personal Wealth Analysis™ helps create a personalized plan aligned with your goals. As a Merrill Lynch Wealth Management Advisor, Mai Park prioritizes understanding your needs and goals to develop a customized investment approach that evolves with you over time. With access to the resources of Merrill and Bank of America, Mai Park is dedicated to helping you achieve your financial objectives and navigate market fluctuations. Partner with Mai Park to create a financial plan that reflects your priorities and helps you reach your goals.

Merrill Lynch Financial Advisor Gregory Clemmer is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Our team believes in starting every relationship with a conversation to understand and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, we listen to your needs and tailor a personalized financial approach to help you achieve what matters most to you. Our Investment Personality Assessment helps us understand your investing preferences and customize our strategies accordingly. We offer tools to help you keep track of changes in your life and goals so that they can be reflected in your financial plan. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a comprehensive approach to address your financial needs. Our mission is to understand you and your priorities, asking thoughtful questions and providing personalized solutions to help you reach your financial goals.

Merrill Lynch Financial Advisor Kenneth J Yonkers, located at 520 Newport Center Drive, Suite 1900 in Newport Beach, California, offers personalized financial services to help clients pursue their financial goals. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and tailored service. The institution focuses on asset allocation, diversification, and rebalancing to help clients navigate changing markets. By understanding what matters most to each client, the team creates personalized retirement plans that align with individual priorities, risk tolerance, and financial situation. Through ongoing conversations and adjustments, clients are guided towards achieving their goals. The institution believes in a personalized approach to wealth management, recognizing that no two individuals are alike. By listening to clients' needs and goals, the team can provide guidance on financial challenges and opportunities. Merrill Lynch Wealth Management Advisors work with clients to develop customized investment strategies that address their unique needs and help them pursue their financial objectives. With a focus on building strong client relationships, the team at Merrill Lynch Financial Advisor Kenneth J Yonkers is committed to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Julia Ngo, located at 520 Newport Center Drive in Newport Beach, California, is dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. Julia Ngo offers personalized wealth management strategies tailored to each client's unique needs and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Julia Ngo and her team strive to build strong client relationships based on trust and personalized service. By understanding each client's financial situation and priorities, Julia Ngo works to create a customized investment approach that reflects their personality and helps them navigate the complexities of the financial markets. Whether clients are planning for retirement, saving for a home, or funding a child's education, Julia Ngo is committed to helping them achieve their goals and manage investment risk. With a focus on staying on track and adjusting financial approaches as life changes, Julia Ngo is dedicated to helping clients live their best financial life.

Merrill Lynch Financial Advisor Carlos Mladineo is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Lending services are provided through Bank of America, N.A. The institution offers personalized wealth analysis to help clients build a customized financial plan centered on their goals. With a team supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. The institution caters to a diverse group of affluent clients from various industries and backgrounds, including private business owners, venture-backed founders, corporate executives, and finance leaders. They provide comprehensive wealth management services tailored to reflect each client's unique circumstances, priorities, and values. The institution's approach is grounded in an extensive discovery process to create a clear picture of clients' financial situations and help them achieve their goals. They offer assistance with financing, estate planning, charitable giving, and more. The team at Merrill Lynch Financial Advisor Carlos Mladineo is dedicated to simplifying all aspects of their clients' financial lives and ensuring they are on track to achieve their goals.

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.

Welcome to Long Beach City Hall Located at 411 West Ocean Boulevard, Long Beach, California 90802, the Long Beach City Hall serves as the heart of local governance and community services for the vibrant city of Long Beach. As a central hub for city administration, our City Hall is dedicated to fostering an inclusive and responsive environment for all residents, businesses, and visitors.

Welcome to the Long Beach Civic Center, a central hub for civic engagement and community services located in the heart of Long Beach, California. Situated at 411 West Ocean Boulevard, our facility is dedicated to serving the needs of residents, businesses, and visitors alike. As part of our commitment to transparency and accessibility, the Office of the City Treasurer is proud to offer a resource for individuals and businesses to claim any unclaimed funds held by the City. We invite you to explore our services and take advantage of the opportunities available at the Long Beach Civic Center. Whether you're here to conduct city business, attend community events, or simply learn more about our offerings, we're here to assist you. Visit us today and discover how we can serve your needs and support the vibrant Long Beach community.

Welcome to Long Beach Building Inspection, a dedicated local government office located at 411 West Ocean Boulevard, Long Beach, California 90802, United States. Our mission is to ensure the safety, compliance, and integrity of all building projects within the city. As part of our commitment to serving the community, we work closely with residents, contractors, and business partners to facilitate a smooth and efficient inspection process. In addition to our core services, the Office of the City Treasurer is committed to transparency and accessibility, offering assistance to residents and businesses in locating any unclaimed money held by the City. Our team is here to support you with reliable information and guidance, ensuring you have access to all the resources you need. Visit us today to learn more about our services and how we can assist you in your building and financial inquiries.

Welcome to 5050 E 2nd St, your premier destination in Long Beach, California! Nestled in the vibrant community at 5050 2nd Street, our business is dedicated to providing exceptional services and a memorable experience for all our visitors. Whether you're a local resident or a traveler exploring the scenic charm of Long Beach, we offer a welcoming atmosphere and a wide range of products and services tailored to meet your needs. Our location is conveniently situated in the heart of the city, making it easy for you to drop by and discover what makes us a beloved part of the community. We pride ourselves on delivering top-notch customer service, ensuring that every visit is a pleasant one. Our team is passionate about what we do and is always ready to assist you with a smile.

Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.

Welcome to Long Beach Bookkeeping - Lily Tax, your trusted partner in accounting and finance solutions. Conveniently located at 1124 East Pacific Coast Highway in Long Beach, California, we specialize in helping both individuals and businesses manage the complexities of financial management and taxation with ease and precision. At Lily Tax, we know that accurate and timely financial records are the backbone of any successful enterprise. Our team of experienced and professional bookkeepers is dedicated to delivering customized bookkeeping services that cater to the specific needs of your business. Whether you're a small startup or an established company, we are here to ensure your financial records are in perfect order, allowing you to focus on what you do best.

Welcome to California Home Financial, your trusted partner in navigating the world of finance. Conveniently located at 200 South Pacific Coast Highway in the heart of Redondo Beach, California, we are dedicated to serving our community with personalized financial solutions tailored to meet your unique needs. At California Home Financial, we specialize in a wide range of financial services designed to help you achieve your financial goals. Whether you are looking to buy a home, refinance, or explore investment opportunities, our experienced team is here to guide you every step of the way. We pride ourselves on offering expert advice, competitive rates, and a commitment to exceptional customer service.

Welcome to Edward Jones - Financial Advisor: Philippe-Joseph Eustache, your trusted partner in navigating the complex world of finance. Conveniently located at 1650 South Pacific Coast Highway, Redondo Beach, California 90277, we are dedicated to helping you achieve your financial goals with personalized advice and tailored solutions. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to provide personalized services, content, and offers, and to enhance our marketing and research efforts.

Welcome to the Bank of America Financial Center, conveniently located at 518 South Long Beach Boulevard, Compton, California. As a trusted provider of banking and financial services, we are dedicated to meeting the diverse needs of our community. Our team of experienced professionals is committed to offering personalized solutions to help you achieve your financial goals. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our comprehensive range of services is designed to cater to both personal and business needs. We pride ourselves on delivering exceptional customer service, ensuring a seamless and efficient banking experience.

Welcome to Cota Financial, your trusted partner in navigating the path to homeownership. Located on the 8th Floor of 1 World Trade Center in Long Beach, California, we are committed to providing you with the tools and information you need to secure your dream home swiftly and efficiently. Whether you're a first-time homebuyer or a seasoned property investor, our team will explore all available options to offer you the best possible solutions tailored to your needs. Understanding the growing demand for property purchases across various locations, Cota Financial is proudly licensed in multiple states, with plans for further expansion. Our user-friendly website allows you to complete a secure online application in just a few minutes, ensuring a seamless experience from start to finish.

Welcome to the Bank of America Financial Center, conveniently located at 2000 East Anaheim Street, Long Beach, California. As a trusted leader in banking and financial services, we are dedicated to meeting the diverse needs of our community. Our Long Beach branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, credit cards, and investment solutions. Our team of experienced professionals is committed to providing exceptional customer service and personalized financial advice to help you achieve your financial goals. Whether you're looking to open a new account, explore financing options, or plan for your future, we're here to assist you every step of the way.

Welcome to Kathlon Cheap Car Insurance Long Beach, your trusted local insurance agency conveniently located at 2860 North Bellflower Boulevard, Long Beach, California 90815. We specialize in providing affordable and comprehensive car insurance solutions tailored to meet the unique needs of each of our clients. Our dedicated team of insurance experts is committed to helping you find the perfect coverage that fits your budget without compromising on quality or service. At Kathlon, we pride ourselves on our customer-focused approach, offering personalized consultations and quick assistance to ensure your peace of mind on the road. Whether you’re a new driver or looking to switch providers, we’re here to guide you every step of the way. Visit us today and discover why Kathlon Cheap Car Insurance Long Beach is the preferred choice for drivers in the community.

Welcome to Beach and Bay Insurance, your trusted insurance agency located in the heart of Long Beach, California. Situated at 6285 East Spring Street, we are proud to serve the vibrant community of Long Beach and the surrounding areas. At Beach and Bay Insurance, our mission is to provide personalized and comprehensive insurance solutions tailored to meet your unique needs. Whether you're seeking coverage for your home, car, business, or personal assets, our experienced team is dedicated to guiding you through the process with expertise and care. We understand that navigating the world of insurance can be complex, which is why we prioritize clear communication and exceptional customer service to ensure you have peace of mind.

Welcome to Onyx Realty & Financial Services, Inc., your trusted partner in real estate located in the heart of Long Beach, California. Situated at 4201 Long Beach Boulevard, our agency is dedicated to providing exceptional real estate services to the Long Beach community and beyond. At Onyx Realty & Financial Services, Inc., we pride ourselves on our comprehensive understanding of the local real estate market. Whether you are buying, selling, or investing, our team of experienced professionals is committed to delivering personalized solutions tailored to meet your unique needs. Our services encompass a wide range of real estate transactions, ensuring a seamless experience from start to finish.

Neff & Associates Insurance Services is a reputable insurance agency located in Pismo Beach, California. With a commitment to providing exceptional service and personalized insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for coverage for your home, auto, business, or life insurance needs, Neff & Associates Insurance Services is here to help. Visit us at 330 James Way to learn more about our comprehensive insurance options and how we can assist you in securing the right coverage for your unique needs.

Palos Verdes Insurance is a trusted insurance agency located at 314 Vista Del Mar in Redondo Beach, California. Our team of experienced agents is dedicated to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the right price. With a commitment to excellent customer service and a wide range of insurance products, Palos Verdes Insurance is your go-to agency for all your insurance needs. Contact us today to learn more about how we can help protect what matters most to you.

Insurance Center Associates: Harbor Insurance Agency is a top-rated insurance agency located at 1622 South Gaffey Street in Los Angeles, California. With a strong focus on customer service and unbeatable rates, 50% of their customers come from referrals. They offer a wide range of insurance coverage options including Auto Insurance, Preferred Homes Insurance, Business Insurance, Life Insurance, Health Insurance, and more. Their award-winning staff is knowledgeable and dedicated to helping customers find the right coverage for their needs. They have been recognized with the Gold Level Customer Champion award by Mercury Insurance for their exceptional customer service.

Auto International Insurance is an insurance agency located at 11322 Long Beach Boulevard in Lynwood, California, United States. We offer insurance policies for cars, motorcycles, homes, and businesses at the best rates. With the most accessible rates, you can save up to $500 a year by choosing Auto International Insurance. Our professional customer service team will help you find the perfect insurance policy to fit your needs. We also offer workers' compensation insurance for businesses and various life insurance options for your family's future security. Protect your home with our policies against fire, floods, theft, and vandalism. We can assist you with DMV paperwork, such as vehicle name changes, plate changes, new stickers, and car registration. Motorcyclists can find affordable insurance options tailored to their needs. Our priority is customer satisfaction, and we strive to provide the best insurance solutions for cars, homes, motorcycles, and businesses. Visit us today and experience our excellent service in a relaxed and pressure-free environment.

A-MAX Insurance is a trusted insurance agency located at 325 East Anaheim Street in Long Beach, California. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for auto, home, or commercial insurance, we are here to help you find the coverage that fits your budget and lifestyle. With a focus on customer service and competitive rates, A-MAX Insurance is your go-to destination for all your insurance needs in Long Beach.

Hershfield Insurance Agency, located in Long Beach, California, is dedicated to providing personalized insurance solutions for you and your family. Founded by husband and wife team, Daniel and Andrea Hershfield, in 2007, the agency has grown to a team of 8 dedicated professionals. With access to dozens of A-Rated Insurance Carriers, HIA can customize a portfolio tailored specifically to your needs. As your personal insurance broker, Hershfield Insurance Agency takes the time to get to know you and your situation. By asking questions, listening to your needs, and understanding your full story, the team at HIA can find the best coverage options at the best prices. Whether you need a new policy, a policy review, or assistance with transitioning to a new carrier, Hershfield Insurance is here for you year after year.

Paul Kagan - State Farm Insurance Agent is a reputable insurance agency located at 2750 North Bellflower Boulevard in Long Beach, California. Since 1987, the dedicated team at this agency has been serving the insurance needs of residents in both Los Angeles and Orange County. They offer complimentary quotes and a variety of coverage options to meet individual needs. The agency specializes in auto, home, life, and business insurance, as well as financial services. Customers can expect personalized service and guidance from experienced professionals who are committed to customer satisfaction. The team includes knowledgeable staff members like Carol, Cierra, Ana, Amber, and Edwin, who are passionate about helping customers protect what matters most. Whether you need assistance with life insurance, auto insurance, or financial planning, the team at Paul Kagan - State Farm Insurance Agent is dedicated to providing the support and information you need to make informed decisions.

Farmers Insurance - Daniel Trejo is a local insurance agency located at 17437 Bellflower Boulevard in Bellflower, California. Daniel Trejo, who was raised in Long Beach, is proud to serve the community by helping customers find the insurance coverage that best fits their needs. With years of experience, Daniel is dedicated to making the insurance process straightforward and personalized, ensuring that you understand your coverage options for home, auto, life, business insurance, and more. Located conveniently near the freeway and next to Bank of America, Daniel is committed to providing comprehensive and cost-effective solutions for all your insurance needs. Contact Farmers Insurance - Daniel Trejo today for a quote and to learn about available discounts to help you save money on your insurance policies.

Freeway Insurance is a leading health insurance agency located at 5539 East Stearns Street in Long Beach, California. As a trusted provider of insurance services, Freeway Insurance offers a wide range of health insurance options to meet the needs of individuals and families. With a commitment to providing high-quality coverage and excellent customer service, Freeway Insurance is dedicated to helping clients find the right insurance plan at an affordable price. Whether you are looking for individual health insurance or group coverage, Freeway Insurance is here to help you navigate the complex world of insurance and find the best policy for your needs. Contact Freeway Insurance today to learn more about our services and how we can help you protect your health and financial well-being.