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TOP 30 Efficient money management strategies in California
58 results found
Search for local businesses, places and services near you
Coastal Wealth Advisors
Coastal Wealth Advisors is a finance institution located at 203 Bainbridge Court, Thousand Oaks, California, United States. Our mission is to improve the quality of life for our clients, their families, and our community by providing financial security, tax efficiency, and compassionate care. With over 30 years of experience, we offer holistic financial planning and advice to help simplify your financial life and maximize opportunities. Our personalized approach integrates your objectives into a roadmap that evolves with your changing needs and goals. We offer comprehensive advice and financial strategies that are in your best interest, including managed accounts managed by investment professionals. As part of Thrivent, a Fortune 500 company, we believe in using money as a tool to achieve a higher purpose and empower individuals to live more generous lives. Membership with Thrivent provides access to tools and resources for giving back to the community and living a more meaningful life. Thrivent is dedicated to helping people build financial futures and make a positive impact in the world. Visit us to explore how our financial expertise and solutions can help you achieve your goals and create a lasting legacy.
Gtf Financial Services Llc
GTF Financial Services LLC is a reputable accounting and finance institution located at 630 North San Mateo Drive, San Mateo, California, United States. With a team of experienced professionals, GTF Financial Services LLC offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, GTF Financial Services LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
Mr. Smart Tax, Inc.
Mr. Smart Tax, Inc. is a leading full-service CPA firm located at 4590 Macarthur Boulevard, Newport Beach, California. Our team of Certified experts provide trusted advice to our SMART Clients by engaging our education, experience and commitment to Save Money And Reduce Taxes. We specialize in Tax, Accounting, and Resolution for Business, Individual, Trust, and Nonprofit clients both domestic and international. Our founder, Michael, is highly recommended for his excellent grasp of current tax laws, responsiveness, and easy-to-work-with nature. Clients appreciate his thorough understanding of tax law and his ability to explain the process in detail. Mike's quick, affordable, and knowledgeable services have helped many clients prepare for the future.
Britewick Bookkeeping
Britewick Bookkeeping, located at 25291 Robinson Creek Lane in Menifee, California, is your go-to institution for all your accounting and finance needs. We specialize in taking on back office duties such as accounting, payroll, and bookkeeping support. Our team is dedicated to our clients and has experience representing them in audits with the IRS, FTB, and EDD, keeping us current on tax law and ready for any situation. We offer strategies for both business and individual clients and are committed to working hard and long hours to tackle your most pressing financial issues, even after tax season. Do you struggle with making sense of spreadsheets and receipts? Let us take that burden off your shoulders. We understand that time is valuable, which is why we come straight to your office to maximize your time and dollars.
Fallbrook Energy Consultants
Fallbrook Energy Consultants is a leading energy consulting firm located in Fallbrook, California. Our team of experts is dedicated to providing innovative and sustainable energy solutions for businesses and individuals. With a focus on renewable energy sources and energy efficiency, we help our clients reduce their carbon footprint and save money on their energy bills. Whether you are looking to install solar panels, upgrade your lighting systems, or implement energy management strategies, Fallbrook Energy Consultants has the knowledge and experience to meet your needs. Visit us at 236 Vía Cassandra to learn more about how we can help you achieve your energy goals.
Peter Holtz CPA
Peter Holtz CPA is a leading accounting and finance institution located at 4690 Duckhorn Drive in Sacramento, California. Our team of experts has over 35 years of experience in helping small business owners succeed by providing efficient financial solutions. We understand that running a business can be overwhelming, which is why we offer advanced tax strategies, full tax preparation, and compliance services to help you save money and increase profits. Our customized CFO services and management for Non-Profit Organizations ensure that your business is working for you. With our technology expertise and plain language communication, we make understanding financial numbers and taxes easy. Stop working so hard for your business and let us help you make your business work for you. Schedule a free consultation today and discover the clear path to profitability and real tax savings. Visit our offices in Rancho Cucamonga, San Joaquin County, Sacramento County, and Stanislaus County to get started on your journey to financial freedom.
QED Tax Service
QED Tax Service is a trusted accounting and finance institution located at 1225 Pleasant Grove Boulevard in Roseville, California. Our team of experienced professionals provides expert tax services to individuals and businesses, ensuring accurate and timely filing. We specialize in maximizing deductions and credits to help our clients save money and minimize their tax liabilities. Whether you need assistance with tax preparation, planning, or resolution, QED Tax Service is here to help you navigate the complex world of taxation with confidence and ease. Contact us today to schedule a consultation and see how we can support your financial goals.
Micro Depot
Welcome to Micro Depot, your trusted electronics store located at 5440 State Farm Drive, Rohnert Park, California. Specializing in a wide range of technology solutions, we are dedicated to helping businesses in the San Francisco Bay Area and Northern California streamline their IT operations. At Micro Depot, we understand the importance of efficient and reliable technology for your business. Our cloud services empower you to collaborate seamlessly over the Internet and intranet, enhancing productivity and efficiency in your office. With our Colocation Services, you can rest easy knowing that data loss and server downtime will become issues of the past.
PowerFlex Charging Station
Welcome to PowerFlex Charging Station, your premier destination for cutting-edge clean energy solutions in Petaluma, California. Located at 1400 North McDowell Boulevard, we are committed to delivering clean power today for a greener tomorrow. At PowerFlex, we specialize in generating and storing green energy, providing onsite backup power, and optimizing distributed energy resources to maximize savings, sustainability, and reliability. By participating in demand response programs, we help enhance power grid health while leveraging the buying power of a leader in large-scale cleantech projects.
Neo Build Foundation Manhattan Beach
Welcome to Neo Build Foundation Manhattan Beach, your premier general contractor located at 1138 Highland Avenue, Manhattan Beach, California. As a distinguished name in the construction industry, we specialize in crafting exquisite custom homes throughout California, ensuring that your dream home becomes a reality. Our expertise lies in seamlessly following architectural plans while maintaining your project on schedule and within budget. Building a custom home can be an intimidating endeavor, but with Neo Build Foundation, it becomes a smooth and stress-free journey. Our team is dedicated to delivering high-quality construction services, backed by a wealth of experience and a commitment to excellence. Whether your project is nestled in the vibrant communities of Los Angeles, the serene landscapes of Northern California, or anywhere in between, we have the expertise to cater to your needs.
Build Foundation Lynwood | Call Today
are renowned for their custom home projects that span a range of styles and complexities. Their work has been featured in numerous prestigious publications, reflecting their expertise in creating homes that are both beautiful and functional. Winters-Schram Associates collaborates closely with top architects and designers, ensuring that each project is tailored to the client's unique vision and lifestyle. At Build Foundation Lynwood, located at 11245 Long Beach Boulevard, Lynwood, California, we understand the importance of selecting the right general contractor for your custom home project. As a leading general contractor in the area, we pride ourselves on our ability to transform architectural plans into reality, ensuring that your home is built to the highest standards of quality and craftsmanship. Our team is committed to keeping your project on schedule and within budget, making the construction process smooth and stress-free.
My Mailbox
Welcome to My Mailbox, your trusted partner in navigating the dynamic landscapes of finance, local government, and postal services. Conveniently located at 11336 Crenshaw Boulevard, Inglewood, California, My Mailbox is dedicated to empowering businesses and individuals with comprehensive solutions that drive growth and innovation. Our commitment to excellence is reflected in our diverse range of services designed to optimize your business performance. Gain invaluable insights into customer behavior and market trends, enabling you to make informed decisions and stay ahead of the competition. With our optimization solutions, streamline your processes, enhance user experiences, and increase efficiency.
Seasons Estate Planning, APC
Welcome to Seasons Estate Planning, APC, your trusted legal partner in Marina del Rey, California. Located at 475 Washington Boulevard, we specialize in guiding you through life's most significant decisions with confidence and peace of mind. Our dedicated team, led by Kristen Wong, is committed to building long-term relationships with our clients, ensuring that you have a reliable source to turn to for all your legal needs. At Seasons Estate Planning, we understand the complexities of navigating local, state, and federal laws. Whether you are getting married, planning for your family's future, managing your business, or buying or selling your home, we provide expert guidance tailored to your unique circumstances. Our goal is to help individuals and families make informed decisions that protect their interests and ensure a smooth transition of assets across generations.
CDReload at CVS
CDReload at CVS - Your Convenient Cash-to-Bitcoin Solution Located at 270 Mount Hermon Road, Scotts Valley, California 95066, CDReload at CVS provides a seamless and user-friendly way to purchase Bitcoin using cash. As part of Crypto Dispensers' extensive network of over 16,000 participating retail locations nationwide, CDReload is designed for simplicity, convenience, and security.
CDReload Instant Bitcoin
CDReload Instant Bitcoin - Convenient and Secure Bitcoin Purchases Welcome to CDReload Instant Bitcoin, your go-to solution for purchasing Bitcoin quickly, securely, and conveniently with cash! Located at 1825 41st Avenue, Capitola, California 95010, we cater to those who prefer using cash or lack access to traditional banking methods, making cryptocurrency more accessible than ever.
Navy Federal Credit Union
Welcome to Navy Federal Credit Union, your trusted financial partner located at 1336 Harris Street, Port Hueneme, California 93041. As a premier institution specializing in ATM, banking, and finance services, we are dedicated to serving the unique needs of our members, particularly those in the military and their families. Our Digital Investor platform offers the convenience of starting your investment journey in as little as 10 minutes, with both automated and self-directed tools available. For those seeking personalized guidance, our experienced financial advisors are here to help you develop an investment strategy tailored to your individual needs and preferences. Embrace change with confidence by exploring our seven proven investment strategies designed to help you navigate financial challenges.
BusyBook Advisors
Welcome to BusyBook Advisors, your trusted partner in accounting and financial clarity located at 200 Pine Avenue, Long Beach, California. As a premier team of Bookkeepers, Accountants, Tax Advisors, and QuickBooks Certified ProAdvisors, we are dedicated to empowering small business owners with the financial insights they need to succeed. At BusyBook Advisors, we understand that managing bookkeeping and accounting duties can be overwhelming when you're focused on running your business. That's where we step in, offering expert services in bookkeeping, accounting, and tax management so you can concentrate on what you do best. Whether you're looking to establish a new LLC or corporation, streamline your credit card and ACH payment processing, or enhance your business strategy, our professionals are here to guide you every step of the way.
DAS Accounting and Tax Services USA
Welcome to DAS Accounting and Tax Services USA Located at 3711 Long Beach Boulevard in the heart of Long Beach, California, DAS Accounting and Tax Services USA is your trusted partner in accounting and finance solutions. We pride ourselves on delivering complete compliance and impressive efficiency, offering real-time advice to help you maximize your financial potential.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome 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.
Onewest Bank: ATM
Welcome to Onewest Bank: ATM, conveniently located at 1570 Rosecrans Avenue, Manhattan Beach, California. As a trusted name in finance, we offer a wide range of services to meet your banking and investment needs. Whether you're looking to invest on your own terms with our Self-Directed Investing platform or support meaningful causes like Teen Cancer America, we are here to assist you every step of the way. Our ATM services provide easy access to your funds, ensuring you can manage your finances efficiently. As part of First Citizens Bank, one of America's largest family-controlled banks, we bring generations of expertise and commitment to our community. We are proud to offer innovative financial solutions, including our EquityLine account with competitive promotional APR rates and flexible terms.
ATM Machine at L.A. Finest Barbers
Welcome to the ATM Machine at L.A. Finest Barbers, conveniently located at 15717 Crenshaw Boulevard, Gardena, California 90249. Our ATM service is more than just a cash withdrawal point; it’s a gateway to financial opportunities and a smart business investment. Are you exploring the ATM business or in search of reliable ATM machines and processing services? Discover the lucrative world of ATM ownership and learn the strategies that successful ATM owners use to generate passive income. By owning or hosting an ATM, you can reduce credit card transaction fees, keep customers onsite, and even earn revenue.
ATM Machine at Hands With A Purpose Salon
Welcome to the ATM Machine at Hands With A Purpose Salon, your go-to destination for all things related to ATM machines and finance, located conveniently at 1353 Firestone Boulevard, Los Angeles, California 90001. Whether you are exploring opportunities in the ATM business or seeking to install an ATM machine, we provide comprehensive solutions tailored to your needs. Our services are designed to help you unlock the potential of the ATM business, offering insights and strategies that successful ATM owners use to generate passive income. By choosing to own or host an ATM with us, you can reduce credit card fees, keep customers in-store, and generate additional revenue.
Buy Bitcoin
Welcome to Buy Bitcoin, your trusted local destination for purchasing Bitcoin with ease and convenience. Located at 657 U.S. 101, Crescent City, California 95531, we are here to simplify your cryptocurrency experience. At Buy Bitcoin, we make acquiring Bitcoin straightforward and accessible. With over 16,000 participating locations nationwide, including major retailers like CVS and Rite Aid, you can walk into any store, scan your barcode at the register, deposit cash, and instantly purchase Bitcoin on your phone. Our seamless process eliminates the hassle of waitlists and complicated exchanges, ensuring you have the Bitcoin you need when you need it.
CDReload at CVS
Welcome to CDReload at CVS, your local gateway to seamless Bitcoin transactions located at 600 F Street, Arcata, California 95521. As a trusted name in finance, we offer an innovative service that allows you to easily purchase Bitcoin using cash at over 16,000 locations nationwide, including CVS and Rite Aid stores. Our user-friendly process is designed for simplicity and convenience. Simply walk into any participating retailer, scan your barcode at the register, and deposit your cash to instantly purchase Bitcoin on your phone. With CDReload, you can forget the waitlists and complicated exchanges. It's a quick, secure, and straightforward way to access cryptocurrency.
CDReload Instant Bitcoin
Welcome to CDReload Instant Bitcoin in Eureka, California! Located at 2525 4th Street, Eureka, California 95501, CDReload Instant Bitcoin is your go-to solution for seamless and instant Bitcoin purchases using cash. We are proud to be part of a nationwide network, offering over 16,000 convenient locations where you can easily convert cash into Bitcoin.
Pete Cullen, Realtor
Welcome to Pete Cullen, Realtor - Your Trusted Real Estate Partner in Aptos, California Located at 9119 Soquel Drive in the charming community of Aptos, California, Pete Cullen, Realtor stands out as a premier real estate agency dedicated to making your home buying or selling experience seamless and successful. Whether you're purchasing your first home or are an experienced buyer, navigating the real estate market can be complex. That's where Pete Cullen and his team come in.
Cusp Real Estate
Welcome to Cusp Real Estate, your trusted partner in the Ventura, California real estate market. Located at 1300 Eastman Avenue, we specialize in providing comprehensive real estate advisory services that go beyond traditional buying and selling. With a focus on fully managed renovations, we help maximize the value of your property while building long-term relationships with our clients. Our empathetic strategists are committed to ensuring you receive the highest possible return on your investment. At Cusp Real Estate, we listen closely to understand your unique experiences, hopes, and fears. Our team of experienced and dedicated agents is here to guide you through every step of the process, ensuring a seamless and enjoyable experience. Whether you're pricing, negotiating, or selecting the right buyer, we use strategy, foresight, and hard work to achieve the best outcomes.
Dream Home Property Solutions, LLC
Welcome to Dream Home Property Solutions, LLC, your trusted partner in real estate solutions, located at 2481 Grand Avenue, Ventura, California 93003. We proudly serve the vibrant communities of Ventura County and Santa Barbara County, offering comprehensive real estate services tailored to meet your needs. Whether you're looking to buy or sell a home, need assistance with foreclosure, or are considering a short sale, our dedicated team is here to guide you every step of the way. Our services span a wide range of real estate needs. We specialize in buying homes quickly for cash, regardless of their condition. Whether your property is vacant, tenant-occupied, or requires significant repairs, we provide fair cash offers and can close deals in as little as 10 days, or on your preferred timeline. This makes us the ideal choice for homeowners facing situations such as fire damage, costly repairs, or difficult tenants.
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List of local businesses, places and services in California
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