TOP 30 Best Estate planning strategies in Long Beach, California
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Lungu Law Group - Wills and Trusts - Estate Planning Attorney in Long Beach, California
Lungu Law Group is a reputable firm specializing in wills and trusts, as well as estate planning services in Long Beach, California. Located at 5320 2nd Street, their experienced attorneys are dedicated to helping clients protect their assets and ensure their wishes are carried out. Whether you need assistance with drafting a will, setting up a trust, or planning for your estate, Lungu Law Group is here to provide expert legal guidance. Trust in their expertise to secure your legacy and provide peace of mind for your loved ones.
Retirement Planning Newport Beach | Miramontes Capital
Miramontes Capital in Newport Beach, California, is your go-to institution for retirement planning. Our family office prides itself on simplicity and transparency, offering expert guidance to help you achieve financial success. With strategic solutions tailored to your growth needs, we will work with you to create a customized financial plan that aligns with your retirement goals. Our Registered Investment Adviser status ensures that you receive top-notch advisory services. Partner with us and embark on the journey to the best years of your life. Visit us at 4701 Teller Avenue, Newport Beach, CA, for a confident financial plan that will set you on the path to a secure retirement.
Sage Real Estate
Welcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.
Beach Front Property Management, Inc.
Beach Front Property Management, Inc. is a finance and real estate agency located at 1212 Long Beach Boulevard, Long Beach, California, United States. Many investment properties are not reaching their full profit potential, which is why Beach Front Property Management, Inc. aims to optimize properties and maximize profits for their clients. They offer a unique approach called "The Beach Front Way" to help property owners achieve their financial goals while minimizing stress and hassle. With a strong team of experienced professionals, Beach Front Property Management, Inc. handles everything from construction management to accounting, allowing property owners to focus on other aspects of their lives. Clients praise the company for their efficient and transparent communication, as well as their ability to increase returns on investments. If you're looking for a property management company that truly works for you, consider Beach Front Property Management, Inc.
Salvini Financial Planning
Salvini Financial Planning is a trusted finance institution located at 30 San Miguel Street in the picturesque Avila Beach, California. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to save for retirement, manage your wealth, or plan for your children's education, Salvini Financial Planning is here to provide expert guidance and support. Visit us today to start your journey towards financial security and success.
TSG Wealth Management - Long Beach
TSG Wealth Management in Long Beach, California is dedicated to providing quality wealth management and investment services. Our team takes pride in building relationships with clients and their families to better understand their needs now and in the future. We prioritize putting your interests first and exceeding expectations. Our team has received accolades from industry publications and has a disciplined approach to wealth management. Whether you are looking to be more aggressive with your investments or simply maintain your wealth, we are here to help you achieve your financial goals. Visit us at 6460 Pacific Coast Highway in Long Beach or explore our other office locations across California, Nevada, Arizona, and New Mexico. Experience the TSG difference today!
Prosperity Wealth Planning
Prosperity Wealth Planning is a premier financial institution located at 3780 Kilroy Airport Way in Long Beach, California. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Prosperity Wealth Planning is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial prosperity.
Apella – Huntington Beach
Apella's Huntington Beach office, located at 5011 Argosy Avenue, Suite 7, in Huntington Beach, California, is a team of fee-only Registered Investment Advisors specializing in comprehensive wealth management services. Our dedicated team aims to empower primarily women and families to confidently navigate their financial lives, particularly during periods of significant change. With personal experiences in life-altering events, we offer unique insights and empathetic support to our clients. We believe that wealth is not just about the money you have, but also about using your resources to create the life you desire. Through our services, we help clients make the most of their financial resources to enhance their lives, support their families, and contribute to their communities.
California Financial and Real Estate Center, inc
California Financial and Real Estate Center, Inc. is a leading finance institution located in Huntington Beach, California. Our experienced team of professionals provide expert financial and real estate services to individuals and businesses in the area. Whether you are looking to invest in real estate, secure a loan, or plan for your financial future, our dedicated staff is here to help. Visit us at 16882 Bolsa Chica Street to learn more about how we can assist you in achieving your financial goals.
Transworld Business Advisors of Long Beach
Transworld Business Advisors of Long Beach is a reputable finance institution located at 100 Oceangate in Long Beach, California. Our team of experienced advisors specializes in assisting clients with buying or selling businesses, franchises, and commercial real estate. We provide personalized and professional services to help our clients achieve their financial goals. Whether you are looking to expand your business or make a strategic investment, Transworld Business Advisors of Long Beach is here to guide you every step of the way. Contact us today to schedule a consultation and see how we can help you succeed in the world of business.
Leah Legal: Long Beach Criminal Attorney
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.
My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers
Welcome to My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers, your trusted legal partner located at 5150 Pacific Coast Highway, Long Beach, California. Our dedicated team of experienced attorneys is committed to defending your rights and securing the best possible outcome for your case. If you’ve been charged with a criminal or DUI offense, it's crucial to act swiftly. Our skilled Long Beach criminal defense lawyers are ready to provide you with an aggressive defense strategy tailored to your unique situation. Facing criminal charges can be life-altering, and the stress involved is often overwhelming. Our attorneys understand the gravity of your situation and are here to alleviate your concerns by offering expert legal guidance. We have a proven track record of success in defending clients against a wide array of charges, including DUI, assault, domestic violence, theft, drug offenses, and more. Whether you are guilty or innocent, our goal is to ensure you have a robust defense and a more favorable outcome.
MMM Real Estate, Inc
Welcome to MMM Real Estate, Inc., your trusted partner in navigating the dynamic world of real estate in Long Beach, California. Conveniently located at 4108 East 7th Street, our agency is dedicated to providing exceptional service to buyers, sellers, and investors alike. At MMM Real Estate, Inc., we pride ourselves on our deep local knowledge and personalized approach, ensuring that each client receives tailored solutions to meet their unique needs. Whether you're looking to find your dream home, sell your property for the best value, or explore investment opportunities, our team of experienced and passionate professionals is here to guide you every step of the way.
Lauren J. Coombs, CCIM – Real Estate Advisor
Welcome to Lauren J. Coombs, CCIM – Real Estate Advisor, your trusted partner in navigating the dynamic world of real estate in Long Beach, California. Located at 2883 East Spring Street, our agency is dedicated to providing personalized and expert advice to meet all your real estate needs. With a certified commercial investment member (CCIM) at the helm, we specialize in a comprehensive range of services including residential and commercial property sales, leasing, and investment consulting. Our mission is to empower clients with the knowledge and tools needed to make informed real estate decisions. Whether you're a first-time homebuyer, seasoned investor, or looking to lease commercial space, Lauren J. Coombs offers tailored solutions designed to achieve your goals. We pride ourselves on our deep understanding of the Long Beach market and our commitment to exceptional customer service.
Corsino Real Estate
Welcome to Corsino Real Estate, your trusted partner in navigating the dynamic real estate market of Long Beach, California. Conveniently located at 5150 Anaheim, our agency is dedicated to providing exceptional service and expertise to meet all your real estate needs. Whether you are buying, selling, or investing, our team of experienced professionals is committed to delivering personalized solutions and guidance every step of the way. With a deep understanding of the local market trends and a passion for helping our clients achieve their real estate goals, Corsino Real Estate is your go-to resource for making informed decisions and discovering the perfect property. Visit us today to experience a seamless and rewarding real estate journey.
Janet Darrow | Southern California Homes For Sale | Long Beach based Real Estate Agent
Welcome to Janet Darrow | Southern California Homes For Sale, your premier real estate agency based in the heart of Long Beach, California. Conveniently located at 6621 California 1, Long Beach, CA 90803, we specialize in connecting clients with breathtaking properties that are sure to enchant and captivate. Whether you're searching for your dream home around the corner or exploring options from a world away, our dedicated team is here to meet all your real estate needs. At Janet Darrow, your satisfaction is our highest priority and serves as the ultimate testimony to our commitment and expertise. Let us guide you through the enchanting world of Southern California real estate and help you find a home that resonates with your unique lifestyle and aspirations. Discover the charm and allure of our exceptional properties today.
Advanced Planning Wealth Management Group
Advanced Planning Wealth Management Group is a leading finance and insurance agency located in Newport Beach, California. Our team of experienced professionals is dedicated to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to grow your investments, protect your assets, or plan for retirement, we offer comprehensive services tailored to your unique needs. Visit us at 4770 Campus Drive to learn more about how we can help you secure a prosperous financial future.
Signature Estate & Investment Advisors, LLC
Signature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
Beach Front Property Management - Hawthorne @ 120th Street Apartments
Beach Front Property Management - Hawthorne @ 120th Street Apartments is located at 4433 West 120th Street in Hawthorne, California. We specialize in optimizing your property and maximizing your profits, ensuring that you are fully compliant with all local, state, and federal regulations. Our experienced team at Beach Front Way is dedicated to helping you achieve the highest returns on your investment while minimizing your stress. Our clients have praised our hands-on approach and efficient management processes. With our institutional-level accounting reports, experienced operations team, and in-house maintenance department, we ensure that your property is well taken care of. Our premier listing services help maximize exposure for your property, while our construction management and repositioning services can help increase rental income.
Goldberg Accounting - Estate Tax Filing
Goldberg Accounting specializes in estate tax filing services in Long Beach, California. Our experienced team of financial professionals is dedicated to helping clients navigate the complex world of estate taxes with ease and efficiency. Located at 401 East Ocean Boulevard, our firm offers personalized and comprehensive accounting services to ensure that your estate tax filing process is smooth and hassle-free. Trust Goldberg Accounting to provide expert guidance and support for all your financial needs.
Long Beach Financial
Long Beach Financial is a leading finance institution located at 4201 Long Beach Boulevard in the vibrant city of Long Beach, California. Our dedicated team of financial experts is committed to providing top-notch financial services to individuals and businesses in the area. Whether you need help with investments, loans, or financial planning, Long Beach Financial is here to help you achieve your financial goals. Visit us today to experience the difference our personalized approach can make in your financial future.
Shell Beach Capital
Shell Beach Capital is a premier financial institution located at 1851 Shell Beach Road in the picturesque coastal town of Pismo Beach, California. Specializing in wealth management and investment services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, Shell Beach Capital is committed to providing top-notch financial solutions tailored to each individual's needs. Trust us to help you navigate the complex world of finance and secure a prosperous future.
Casey Estate & Business Planning
Casey Estate & Business Planning is a premier institution located at 610 Newport Center Drive in Newport Beach, California. Our team of experienced professionals is dedicated to helping individuals and businesses create comprehensive estate plans and strategies to protect their assets and secure their financial future. We offer a wide range of services including estate planning, asset protection, business succession planning, and more. With our personalized approach and attention to detail, we strive to provide our clients with peace of mind and confidence in their financial decisions. Contact us today to schedule a consultation and start planning for tomorrow.
Salient Wealth Planning Group
Salient Wealth Planning Group is a leading finance institution located at 1230 Rosecrans Avenue in Manhattan Beach, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized wealth planning strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our team is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Zahn & Zahn Estate Financial & Tax
Zahn & Zahn Estate Financial & Tax is a trusted accounting and finance institution located in Long Beach, California. Our team of experienced professionals is dedicated to providing comprehensive financial and tax services for individuals and businesses. Whether you need assistance with estate planning, tax preparation, or investment strategies, our experts are here to help. Visit us at 2209 North Lakewood Boulevard to learn more about how we can help you achieve your financial goals.
The Manhattan Beach Group - Morgan Stanley
The Manhattan Beach Group - Morgan Stanley is a prestigious finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. As a branch of the renowned financial services firm Morgan Stanley, this institution offers a wide range of financial services and expertise to its clients. With a focus on providing top-notch financial solutions and advice, The Manhattan Beach Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, you can trust the experienced professionals at this institution to provide you with the guidance and support you need.
Financial Planning Department Inc
Financial Planning Department Inc is a leading finance institution located at 301 Isthmus in Long Beach, California, United States. Our team of expert financial planners are dedicated to helping individuals and businesses achieve their financial goals through personalized financial strategies. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.
SoCal Business Succession Planning Group - UBS Financial Services Inc.
SoCal Business Succession Planning Group - UBS Financial Services Inc. is a finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in business succession planning, this group offers comprehensive financial services to help businesses navigate the complexities of transitioning ownership and leadership. With a team of experienced professionals, SoCal Business Succession Planning Group - UBS Financial Services Inc. is dedicated to helping businesses achieve long-term success and stability.
Newport Beach Wealth Management
Newport Beach Wealth Management is a leading finance institution located at 120 Newport Center Drive in beautiful Newport Beach, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or managing your assets, Newport Beach Wealth Management is dedicated to providing expert guidance and tailored solutions to meet your unique needs. Trust us to help you navigate the complex world of finance and build a solid foundation for your financial success.
Mike Acevedo Financial Planning
Mike Acevedo Financial Planning is a reputable finance institution located at 5000 Birch Street in Newport Beach, California, United States. With a focus on helping individuals and families achieve their financial goals, our team of experienced professionals offers personalized financial planning services tailored to each client's unique needs. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, we are here to provide expert guidance and support every step of the way. Trust Mike Acevedo Financial Planning to help secure your financial future.
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