TOP 30 Estate in Long Beach, California

907 results found

Merrill 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.

Sheby Financial Group is a leading finance institution located at 5000 East Spring Street in Long Beach, California, United States. With a strong focus on providing personalized financial solutions, Sheby Financial Group offers a wide range of services including investment management, wealth planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how Sheby Financial Group can help you reach your financial aspirations.

The Smith Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for providing top-notch financial services, The Smith Group offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking for retirement planning, investment advice, or estate planning, the experienced professionals at The Smith Group are dedicated to providing personalized and comprehensive financial guidance to meet your needs.

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.

The Retirement Income Center is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Our center specializes in helping individuals plan and manage their retirement income to ensure financial security during their golden years. Our team of experienced financial advisors offers personalized guidance and strategies to maximize income streams and optimize investments for a comfortable retirement. Visit us today to start planning for a worry-free future.

Merrill Lynch Financial Advisor Timothy P. Scudder is a reputable finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a focus on providing personalized financial planning and investment services, Timothy P. Scudder and his team at Merrill Lynch are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Merrill Lynch Financial Advisor Timothy P. Scudder is committed to providing expert guidance and support every step of the way.

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.

Asset Plan Partners is a leading finance institution located in Newport Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized asset management and strategic planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide tailored solutions to meet your needs. Visit us at 3300 Irvine Avenue to learn more about how Asset Plan Partners can help you secure your financial future.

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.

Jose Pery is a prestigious financial institution located at 520 Newport Center Drive in Newport Beach, California. With a reputation for excellence and expertise in the field of finance, Jose Pery offers a wide range of financial services to individuals and businesses. Their team of experienced professionals is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or wealth management services, Jose Pery is committed to helping you achieve your financial goals. Visit their office in Newport Beach to learn more about how they can assist you in securing your financial future.

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.

Investors 1031 Exchange is a reputable institution located at 337 South Cedros Avenue in Solana Beach, California, United States. Specializing in 1031 exchange services, they help investors defer capital gains taxes on the sale of investment properties by reinvesting in like-kind properties. With a team of experienced professionals, Investors 1031 Exchange provides personalized guidance and expert advice to ensure a smooth and successful exchange process for their clients. Whether you are a seasoned investor or new to 1031 exchanges, this institution is dedicated to helping you maximize your investment opportunities and achieve your financial goals.

Property Tax Advisors is a leading finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Our team of experts specializes in providing strategic advice and guidance on property tax matters. Whether you are a homeowner, real estate investor, or commercial property owner, we are here to help you navigate the complex world of property taxes. With our personalized approach and in-depth knowledge of local tax laws, we strive to save you time and money. Trust Property Tax Advisors to be your partner in achieving financial success with your property investments.

Bellamy & Associates is a reputable accounting and finance institution located at 1777 North Bellflower Boulevard in Long Beach, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bellamy & Associates is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.

Liberty Tax is a financial institution located at 11310 Long Beach Boulevard in Lynwood, California. Specializing in tax preparation services, Liberty Tax offers expert assistance to individuals and businesses in navigating the complexities of tax laws and maximizing their returns. With a team of knowledgeable professionals, Liberty Tax is dedicated to providing top-notch service and helping clients achieve financial success. Whether you need help with filing your taxes or planning for the future, Liberty Tax is here to support you every step of the way.

YH Advisors, Inc. is a financial advisory firm located at 5882 Bolsa Avenue in Huntington Beach, California. Our team of experienced advisors offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you need help with investments, retirement planning, tax strategies, or estate planning, we are here to provide personalized guidance and support. Contact us today to schedule a consultation and learn more about how we can help you secure your financial future.

The Tax Masters is a reputable finance institution located at 12521 Long Beach Boulevard in Lynwood, California, United States. Specializing in tax services, The Tax Masters offers expert guidance and assistance with tax preparation, planning, and resolution. With a team of experienced professionals, clients can trust in the expertise and knowledge provided by The Tax Masters to help navigate the complexities of the tax system and achieve financial success. Whether individuals or businesses are looking for assistance with tax compliance or need help resolving tax issues, The Tax Masters is dedicated to providing top-notch service and support.

Corey Langston - Morgan Stanley is a finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence in financial services, Corey Langston - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to providing personalized financial advice and strategies tailored to meet the unique goals and needs of each individual. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Corey Langston - Morgan Stanley is committed to helping you achieve your financial objectives.

John Jurovic Tax Consultants is a trusted accounting and finance institution located at 3620 Long Beach Boulevard in Long Beach, California, United States. With years of experience in tax consulting, our team of experts provides personalized and professional services to help individuals and businesses navigate the complexities of tax laws and financial regulations. From tax planning to bookkeeping, we are dedicated to helping our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your tax and financial needs.

J & R Integrity Bookkeeping & Tax Service is a reputable accounting and finance institution located at 1769 Pacific Avenue in Long Beach, California. With a commitment to integrity and accuracy, our team of professionals provides top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances or filing your taxes, you can trust J & R Integrity Bookkeeping & Tax Service to deliver reliable and efficient solutions. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Express Tax Group is a leading finance institution located at 111 West Ocean Boulevard in Long Beach, California, United States. Specializing in tax services, our team of experts is dedicated to providing efficient and reliable assistance with all your tax needs. Whether you're an individual or a business, we are committed to helping you navigate the complexities of tax laws and maximize your financial well-being. Trust Express Tax Group to deliver top-notch service and personalized solutions tailored to your unique situation.

Fanny's Solutions, INC is a reputable accounting and finance institution located at 3505 Long Beach Boulevard in Long Beach, California. With over 12 years of experience, Fanny and her team of tax professionals offer expert tax help and financial guidance tailored to your specific needs. In addition to tax services, they also provide assistance in property & casualty insurance, live scan fingerprinting, and real estate matters. Fanny's commitment to staying updated with the latest regulations and providing personalized service sets her apart in the industry. Whether you are an individual or a business, Fanny's Solutions is dedicated to understanding your unique needs and delivering tailored solutions to help you achieve your financial goals with precision and excellence.

M&M Tax Pros is a reputable accounting and finance institution located at 5901 Cherry Avenue in Long Beach, California, United States. With a team of experienced professionals, we provide top-notch tax preparation, financial planning, and accounting services to individuals and businesses alike. Our commitment to excellence and personalized attention sets us apart from the rest. Trust M&M Tax Pros to handle all your financial needs with precision and expertise.

Gonzalez CPA is a prestigious accounting and finance institution located at the iconic 1 World Trade Center in Long Beach, California, United States. With a team of highly skilled and experienced professionals, Gonzalez CPA provides top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, their expertise ensures clients receive the best possible financial guidance and support. Trust Gonzalez CPA to handle all your accounting and finance needs with precision and reliability.

Tax World & Insurance is a reputable finance institution located at 3836 East Anaheim Street in Long Beach, California, United States. Specializing in tax preparation and insurance services, our team of experts is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a focus on accuracy, efficiency, and customer satisfaction, Tax World & Insurance is your go-to destination for all your financial needs. Visit us today and let us help you navigate the complex world of taxes and insurance with ease.

SEA Taxes and Services is a leading accounting and finance institution located at 1449 Cherry Avenue in Long Beach, California. Our team of experts specializes in providing a wide range of tax and financial services to individuals and businesses in the area. From tax preparation and planning to investment advice and financial consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, SEA Taxes and Services is your trusted partner for all your accounting and finance needs.

Integrity Tax is a reputable accounting and finance institution located at 243 Redondo Avenue in Long Beach, California, United States. With a focus on honesty and transparency, our team of experts is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Trust Integrity Tax to handle all your accounting needs with integrity and professionalism.

3E Multi Registration Services is an institution located at 119 East 7th Street, Long Beach, California, United States, specializing in accounting and finance. Are you facing an eviction? We can help you resolve your situation! Our legal services are the best to assist you with an eviction from an abusive landlord. 3E Multi Registration Services can provide tenants with the help they need in eviction problems.

BLT Tax Services is a leading finance institution located at 5199 Pacific Coast Highway in Long Beach, California, United States. They specialize in providing expert tax services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their financial returns. With a team of experienced professionals, BLT Tax Services is dedicated to providing top-notch financial solutions tailored to meet the needs of their clients. Whether you need assistance with tax preparation, planning, or consulting, BLT Tax Services is here to help you achieve your financial goals.

The Tax Offices is a professional institution located at 201 Covina Avenue in Long Beach, California. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to providing top-notch assistance to clients in managing their financial affairs. Whether you need help with tax preparation, financial planning, or real estate transactions, our experienced professionals are here to guide you every step of the way. Visit us today to see how we can help you achieve your financial goals.