TOP 30 Economic consulting in Long Beach, California
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Ganas Auto Long Beach
● OpenWelcome to Ganas Auto Long Beach, your trusted car dealership located at 1991 East Spring Street, Long Beach, California 90806. At Ganas Auto, we specialize in offering a personalized financing solution tailored just for you. Explore our extensive inventory and drive away in your new car on the same day! Our vehicles undergo a thorough 150-point inspection and come with up to a 36-month Limited Warranty on selected models. Visit us to discover your next car with peace of mind. We proudly offer an exclusive military discount program for active service members, veterans, and their immediate families, providing a $800 discount on vehicle purchases for eligible individuals based in Fort Hood, Temple, Texas.
1991 East Spring Street, Long Beach, California 90806, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
The David Greene Team - SoCal | Long Beach Real Estate Office
● OpenWelcome to The David Greene Team - SoCal | Long Beach Real Estate Office, your premier destination for exceptional real estate services in Long Beach, California. Conveniently located at 6621 Pacific Coast Highway, our agency is dedicated to providing unparalleled expertise and personalized service to help you find your dream home or the perfect investment property. Founded by David Greene, a former police officer and the acclaimed host of the BiggerPockets Real Estate Podcast, our team brings a wealth of knowledge and experience to the table. David is a nationally recognized authority in real estate, frequently featured on CNN, Forbes, HGTV, and more. As the author of best-selling books such as "Long Distance Real Estate Investing" and the "Top Producer Trilogy," David has made a significant impact in the industry.
6621 Pacific Coast Highway, Long Beach, California 90803, United States -
Jose Olguin - State Farm Insurance Agent
● OpenJose 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.
4464 California Pl, Long Beach, CA 90807, United States -
Sunrise Nationwide, Inc.
● OpenSunrise Nationwide, Inc. is a full-service transportation and logistics company located at 34700 Pacific Coast Highway in Dana Point, California, United States. Whether you need LTL, Volume LTL, or FTL services, we have you covered. Our team of highly skilled professionals can handle same-day hotshot moves, standard 3-5 day deliveries, or economical intermodal services. We also offer 3rd party logistics solutions, with warehouse space available for any size operation, from 100 pallets to 100,000 pallets. Whether you are a Fortune 500 company or a new startup, we have the tailored solution for you. Our nationwide warehousing and distribution services are designed to meet your specific needs.
34700 Pacific Coast Hwy, Capistrano Beach, CA 92624, United States -
Pence Wealth Management - Financial Advisors
● OpenPence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis
● OpenBank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
333 S Hope St Suite 2300, Los Angeles, CA 90071, United States -
Principal Planning Service, Inc. Phillip Q Shrotman
● ClosedPrincipal Planning Service, Inc. Phillip Q Shrotman is a finance institution located at 194 North Marina Drive, Long Beach, California, United States. Led by Phillip Q. Shrotman, who has over 30 years of experience in teaching economics at Long Beach City College, the institution offers a range of financial planning services. On their website, you can find various calculators to assist with financial planning. Phillip Q. Shrotman criticizes the Federal Reserve's decision to continuously increase interest rates, arguing that it does not effectively combat inflation. Despite the rate hikes, inflation remains high, and consumers are still facing rising costs of living. The institution predicts that the Federal Reserve will likely approve a 0.25 percentage point increase at their upcoming policy meeting.
194 N Marina Dr #202, Long Beach, CA 90803, United States -
Charles Schwab
● OpenCharles Schwab is a well-known finance institution located at 16 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help clients achieve their financial goals. Whether you are a seasoned investor or just starting out, Charles Schwab's team of experienced professionals are dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust in Charles Schwab to be your partner in building a secure financial future.
16 Corporate Plaza Dr, Newport Beach, CA 92660, United States -
Harbor Island Group - Morgan Stanley
● OpenHarbor Island Group - Morgan Stanley is a prestigious finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. As part of the renowned Morgan Stanley brand, Harbor Island Group offers a wide range of financial services and expertise to help clients achieve their investment goals. With a strong presence in the Newport Beach area, Harbor Island Group is dedicated to providing personalized financial solutions and exceptional customer service to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Harbor Island Group - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and success.
800 Newport Center Dr Ste 500, Newport Beach, CA 92660, United States -
Pence Wealth Management - Financial Advisors
● OpenPence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Allen R. Mellow - UBS Financial Services Inc.
● OpenAllen R. Mellow - UBS Financial Services Inc. is a reputable finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. Specializing in wealth management and financial services, the institution is dedicated to providing personalized and comprehensive financial solutions to its clients. With a team of experienced professionals, Allen R. Mellow - UBS Financial Services Inc. is committed to helping individuals and businesses achieve their financial goals and secure their financial future.
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States -
Gallagher Carpenter Group - UBS Financial Services Inc.
● OpenThe Gallagher Carpenter Group - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of wealth management solutions to help clients achieve their financial goals. The experienced team at Gallagher Carpenter Group - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Maria Kutscher - UBS Financial Services Inc.
● OpenMaria Kutscher - UBS Financial Services Inc. is a reputable finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong focus on providing top-notch financial services to its clients, Maria Kutscher - UBS Financial Services Inc. offers a wide range of investment and wealth management solutions tailored to meet the unique needs and goals of each individual or organization. With a team of experienced professionals and a commitment to excellence, clients can trust in the expertise and dedication of Maria Kutscher - UBS Financial Services Inc. for all their financial needs.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Doug Bailey - RBC Wealth Management Branch Director
● OpenDoug Bailey - RBC Wealth Management Branch Director is a prestigious finance institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States. As a branch director, Doug Bailey leads a team of experienced financial advisors who provide personalized wealth management services to clients. With a strong focus on building long-term relationships and delivering tailored financial solutions, Doug Bailey - RBC Wealth Management Branch Director is dedicated to helping clients achieve their financial goals and secure their financial future.
3010 Old Ranch Pkwy #440, 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 -
Merrill Lynch Financial Advisor Martha Sanchez Cannady
● ClosedMerrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Dana Point Fuel Dock
● OpenWelcome to Dana Point Fuel Dock Located at 34661 Puerto Place, Dana Point, California, the Dana Point Fuel Dock has been proudly serving the local community and visiting mariners since 1994. Owned and operated by John Van Dixhorn, a University of California, Irvine graduate with a Bachelor of Science in Economics, our establishment is committed to providing quality fuel at competitive prices.
34661 Puerto Place, Dana Point, California 92629, United States
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