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TOP 30 Expert financial consulting in National City, CA
110 results found
Search for local businesses, places and services near you
Domingo Baccay, Bankers Life Agent
Domingo Baccay, Bankers Life Agent is an insurance agency located at 355 East Rincon Street, Corona, California, United States. Led by Unit Supervisor Domingo Baccay, our agents offer a wide range of insurance options from top providers such as Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. We specialize in helping clients compare Medicare Advantage plans to find the best coverage for their needs. Medicare Advantage (Part C) offers comprehensive coverage, including prescription drug benefits, with some plans even offering $0 monthly premiums. In addition, we emphasize the importance of planning for long-term care as people live longer and healthcare costs rise. Start preparing for the future with us at Domingo Baccay, Bankers Life Agent.
SCORE
SCORE is a finance institution located at 73733 Fred Waring Drive in Palm Desert, California, United States. We specialize in helping small businesses in the Coachella Valley thrive, offering free business mentoring, low-cost or no-cost training, and various tools and templates to support business growth. Our institution also provides free webinars on Amazon selling success, led by experts directly from Amazon. Whether you're a new or existing seller, our webinar series can help you boost your business on Amazon.
Babylon Wealth Management
Babylon Wealth Management is a finance institution located at 100 Pine Street in San Francisco, California, United States. Specializing in serving busy professionals and families in the San Francisco Bay Area and nationally, we offer personalized, objective, and fiduciary financial advice to help you make smart financial decisions. Our focus is on strategic planning, wealth preservation, and tax efficiency to help you grow and protect your wealth. As a fee-only financial advisor, we are committed to providing you with trustworthy investment advice aligned with your long-term goals and lifestyle. Whether you need help with retirement planning, investment management, tax optimization, estate planning, or risk management, our experienced team is here to guide you every step of the way. Visit us at our San Francisco Bay Area locations and let us help you achieve your financial goals and personal milestones with expert advice and personalized financial planning.
Cornerstone Research
Cornerstone Research is a finance institution located in Menlo Park, California, United States. Despite an increase in filing lag to a 10-year high, the number of accounting-related securities class action filings rose in 2023. The institution specializes in analyzing economic issues, including those related to energy markets, transportation, and the environment. Associate Professor of Economics, Ashley Langer, applies sophisticated empirical methods to study regulation, competition, and consumer behavior. She has testified on class certification and economic damages in high-profile class actions. Vice Dean of Faculty and Research, Todd Milbourn,s expertise lies in valuation, corporate finance, and corporate governance. He has been retained as an expert in cases related to executive compensation and firm performance.
My Corporate Agent Inc
My Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
Cornerstone Research
Cornerstone Research is a finance institution located at 555 West 5th Street, Los Angeles, California, United States. The institution specializes in providing expert analysis and research on a variety of economic issues, including securities class action filings and settlements, false advertising matters, energy markets, transportation, and environmental policy. The team at Cornerstone Research includes experts such as Associate Professor Ashley Langer from the University of Arizona, who specializes in econometrics, energy, and industrial organization, and Vice Dean Todd Milbourn from Washington University in St. Louis, who is an expert on valuation, corporate finance, and corporate governance.
Uptown Advisors
Uptown Advisors is a reputable accounting and finance institution located at 7028 Greenleaf Avenue, Whittier, California, United States. Specializing in small business taxes, our firm is dedicated to understanding the unique needs of small businesses. Let us take the burden off your shoulders by managing your books, planning for taxes, and identifying tax-saving opportunities. We also offer comprehensive business services, including payroll management and HR support, with a personal touch that sets us apart from big national companies. When it comes to choosing the right business entity, such as LLC, Corp, or S-Corp, don't rely on online services - consult with our experts to determine the best option for your specific tax situation. Trust Uptown Advisors to provide the expertise and support you need to succeed in your business endeavors.
Beacon Pointe Advisors
Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
TABR Capital Management
TABR Capital Management, located in Orange, California, is a trusted finance institution with over $160 million in assets under management. Specializing in disciplined risk management, TABR helps individuals across the nation optimize their financial investments and navigate market storms. Unlike some financial planners, TABR does not accept third-party compensation, ensuring that their investment choices are based on market analytics and careful monitoring of daily market influencers. The institution, founded by Bob Kargenian and Steve Medland, offers expert guidance to help clients achieve their long-term financial goals with less risk. Whether you are preparing to retire, have retired, or are in financial transition, TABR can help you grow and protect your wealth.
Fisher Investments
Fisher Investments, located at 20 Pacifica in Irvine, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works with you to create a personalized investment portfolio to help you reach your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we offer valuable insights and resources on popular market topics. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our Irvine office for personalized wealth management services and see how your company's 401(k) compares to industry peers. Please note that investing in securities carries a risk of loss, and past performance is not indicative of future returns. Keep up with the constantly changing market landscape with our expert articles and resources.
Babcock Ondracek Group - Stifel
The Babcock Ondracek Group - Stifel is a finance institution located at 25220 Hancock Avenue in Murrieta, California, United States. As part of the Stifel network, we are dedicated to helping clients achieve their financial goals. With over 2,300 financial advisors, Stifel is one of the nation's largest wealth management firms. Our weekly notes, Market Pulse updates, and Investment Strategy Briefs provide valuable insights for our clients. Led by Chief Investment Officer Michael O’Keeffe, our team is committed to providing expert guidance in the ever-changing financial landscape. Contact us today to learn more about how we can help you secure your financial future.
UBS International
UBS International, located at 600 West Broadway in San Diego, California, is a finance institution dedicated to helping investors optimize their tech exposure, seek durable income, and diversify across asset classes, regions, and sectors. The institution believes in understanding what wealth means for each individual, offering tailored financial advice to turn financial visions into reality. With a commitment to excellence, UBS provides expertise and guidance to keep clients ahead of the curve, especially in light of the implications of a potential rematch in the 2024 election. UBS offers a range of services to help clients pursue their financial goals, create wealth strategies for every stage of life, and understand market trends and investor mindsets. With a focus on individualized advice and connecting clients to experts and thought leaders, UBS aims to help clients achieve financial success. Additionally, the institution provides solutions for companies looking to attract and retain key talent, as well as resources for executives and family offices to excel in financial management.
MHM (Mayer Hoffman McCann P.C.)
MHM (Mayer Hoffman McCann P.C.) is a leading accounting and finance institution located at 10616 Scripps Summit Court in San Diego, California. Specializing in serving the Life Sciences and Technology industries, MHM is known for its expertise in working with public companies, start-ups, and growing private companies. With a national Life Sciences practice headquartered in San Diego, MHM offers audit services to private companies preparing for IPOs or acquisitions. Collaborating closely with CBIZ for tax services, MHM provides value-added services and a team of experts to meet the unique needs of each client. With a focus on providing personalized service and cost-effective solutions, MHM's Shareholders are actively involved in client engagements to ensure high-level expertise and superior quality control. Drawing on over 60 years of experience, MHM uses its global resources to offer best practices and sound guidance to help organizations make informed decisions and meet their requirements. MHM is committed to understanding each client's needs and delivering tailored solutions to support their growth and success.
KCC
KCC, located at 2335 Alaska Avenue in El Segundo, California, is a finance institution that sets a higher standard for the industry. They prioritize client needs and provide professional-level service, industry expertise, and innovative technology solutions. KCC has earned national and industry recognition for their services, leadership, and innovative business model. They specialize in Class Action, Corporate Restructuring, Trustee & Fiduciary Services, and Mass Tort cases. KCC has been appointed as the administration expert for some of the largest cases, bringing unrivaled knowledge and experience to their work. They prioritize privacy and security, ensuring data integrity and protection. KCC takes a hands-on approach from the beginning of each new matter and uses advanced technology to drive efficiency and best practices. GCP Capital, associated with KCC, manages North American private equity funds that have invested over $1.3 billion in approximately 60 portfolio companies. Their realized investments have generated over $2.5 billion in proceeds, with fourteen portfolio companies going public after GCP's investment. GCP primarily invests in tech-enabled business services and financial services/technology industries, making controlling or influential minority investments of $10 to $50 million in companies with enterprise values of $25 to $250 million.
Frontier Credit Repair
Frontier Credit Repair, located at 30498 White Fir Drive in Menifee, California, is a trusted finance institution with over 35 years of experience helping clients take control of their financial futures. Specializing in credit repair, our team has successfully removed over 26 Million Dollars off our client's credit files and significantly increased their FICO scores. We also offer services in business credit building and repair. Our dedicated team of financial experts will work tirelessly to fight for your financial well-being, customizing our approach to match your unique situation. We partner with the best credit coaching and credit building teams in the nation to offer you a comprehensive range of services. We monitor your credit, provide up-to-date credit reports, and offer advice and guidance to help you rebuild your credit based on your financial range.
Aprio LLP
Aprio LLP is a premier, full-service business advisory and accounting firm located at 201 North Civic Drive, Suite 220 in Walnut Creek, California. As proud members of Aprio, our team offers integrated services in advisory, assurance, tax, cloud accounting solutions, and private client services. Whether you are in need of a California CPA or seeking expert financial advice, Aprio is here to help you achieve what's next. Our reputation as a top Walnut Creek CPA firm extends nationally and internationally, providing industry-specific expertise in sectors such as Dental, Healthcare, Manufacturing, Nonprofit, Real Estate, Technology, and more. Additionally, our investment advisory services through Aprio Wealth Management, LLC offer personalized financial solutions for our clients. Trust Aprio to bring the best thinking and personal commitment to each client, ensuring success and growth in your financial endeavors.
H&R Block
H&R Block is a trusted accounting and finance institution located at 11273 National Boulevard in Los Angeles, California. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert advice and guidance to individuals and businesses seeking to navigate the complexities of the financial world. Whether you need help with tax planning, bookkeeping, or investment strategies, H&R Block's team of professionals is dedicated to helping you achieve your financial goals.
The George Lin Organization
The George Lin Organization is a reputable finance institution located at 9854 National Boulevard in Los Angeles, California, United States. With a focus on providing expert financial services and solutions, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. From investment strategies to wealth management, we offer a wide range of services tailored to meet the unique needs of our clients. Trust in The George Lin Organization for all your financial needs.
Credit Repair Bay Area
Credit Repair Bay Area, located at 3240 South White Road in San Jose, California, is a trusted finance institution specializing in credit repair, restoration, and growth. With 19 years of experience, our team has successfully helped numerous individuals, families, and business owners improve their credit scores. Unlike larger national companies, we are a local agency dedicated to providing high-quality services at an affordable rate. We are proud to offer a money-back guarantee if we do not increase your credit score. Our licensed and insured experts are committed to helping you achieve your financial goals. Contact us today for a free consultation and let us help you on your journey to financial success.
Dee The Tax Lady
Dee The Tax Lady is a reputable institution located at 36 North Euclid Avenue in National City, California, United States. Specializing in accounting, finance, and real estate services, Dee The Tax Lady offers expert guidance and assistance to individuals and businesses in managing their financial affairs. With a team of experienced professionals, clients can expect personalized attention and tailored solutions to meet their specific needs. Whether you need help with taxes, financial planning, or real estate transactions, Dee The Tax Lady is dedicated to providing top-notch service and expertise.
H&R Block
H&R Block is a well-known accounting and finance institution located at 3570 National Avenue in San Diego, California. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been serving individuals and businesses in the United States for many years. Whether you need help with your taxes or assistance with financial planning, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office in San Diego today to see how they can assist you with all your accounting and finance needs.
H&R Block
H&R Block is a reputable accounting and finance institution located at 1467 East Plaza Boulevard in National City, California, United States. With a team of experienced professionals, H&R Block offers a range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal finances or a business in need of accounting support, H&R Block is dedicated to helping you achieve your financial goals. Visit their office in National City for expert advice and top-notch service.
H&R Block
H&R Block is a well-known accounting and finance institution located at 920 Highland Avenue in National City, California, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted resource for individuals and businesses looking to manage their finances effectively. Whether you need help with tax filing, financial planning, or investment strategies, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office today to experience their top-notch services firsthand.
Liberty Tax
Liberty Tax is a finance institution located at 907 East 8th Street in National City, California, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and assistance to individuals and businesses in navigating the complexities of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is dedicated to helping clients maximize their tax returns and minimize their tax liabilities. Whether you are looking for assistance with filing your annual tax return or need help with tax planning strategies, Liberty Tax is here to provide personalized and reliable financial solutions.
BlueArrow CPAs | Native American CPA Firm | Auditing & Accounting Services for Tribal Governments
BlueArrow CPAs is a Native American-owned CPA firm located at 16870 West Bernardo Drive in San Diego, California. Specializing in auditing and accounting services for Tribal Governments, we go above and beyond to serve Native Americans and Tribal Nations. Our comprehensive services include Audit, Accounting, Consulting, and Information Technology, helping Native American Tribes achieve their full potential. Our experts provide qualified assistance in handling financial transactions, maintaining general ledgers, and generating accurate financial reports. We also introduce robust IT systems to streamline organizational productivity. With a focus on growth and community service, BlueArrow CPAs is dedicated to supporting tribal organizations. Testimonials from clients like Jordan Knows Gun, Director of Finance at the Northern Cheyenne Tribe, highlight our diligence, knowledge, and cost-efficiency. Trust BlueArrow CPAs to plan for your future while preserving the past, offering a range of services including advisory, auditing & assurance, and IT services.
Naresh Arora MS Taxation
Naresh Arora MS Taxation is a renowned institution located at 2350 Mission College Boulevard, Santa Clara, California, United States. Specializing in accounting and finance, the institution has been serving local and multi-national companies in Silicon Valley and beyond since 1988. Clients trust Naresh Arora MS Taxation for a wide range of services including Start-up consulting, Business taxation, Employee stock option pricing, Financial statements assurance, Transaction advisory, and Individual tax compliance and planning. The institution's expertise extends to tasks such as financial statement compilation, financial forecasting, equity and debt structuring guidance, stock option pricing, merger and acquisition due diligence support, and more.
Kurt Israelsen Accounting, LLC
Kurt Israelsen Accounting, LLC is a trusted accounting and finance institution located at 8881A Detwiler Road in Escondido, California. Led by Certified Tax Preparer Kurt A. Israelsen, the team at this institution is dedicated to helping clients pay the minimum amount of tax possible and resolving any difficulties with the IRS and state tax agencies. Services offered include filing various tax returns, assisting with incorporation, student financial aid, and helping not-for-profit organizations. Mr. Israelsen stays up-to-date on tax laws through continuous education and regular review of IRS publications. His commitment to helping clients save money on their taxes has earned him recognition from the National Society of Accountants. With a focus on finding overlooked credits and deductions, he offers free reviews of previous year's returns and helps clients amend them to claim any refunds due.
MG Income Tax
MG Income Tax is a reputable accounting and finance institution located at 728 East 8th Street in National City, California. With a team of experienced professionals, they provide expert tax preparation, planning, and consulting services to individuals and businesses. Whether you need help with filing your personal taxes or navigating complex financial matters, MG Income Tax is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients in the United States.
Campco Tax Inc
Campco Tax Inc is a reputable accounting and finance institution located at 3142 East Plaza Boulevard in National City, California. Specializing in tax preparation and financial services, Campco Tax Inc caters to individuals and businesses looking for professional assistance with their financial needs. With a team of experienced experts, this local government office is dedicated to providing top-notch services to help clients navigate the complex world of taxes and finances. Trust Campco Tax Inc to handle all your accounting needs with precision and efficiency.
Lopez Tax 1040
Lopez Tax 1040 is a reputable accounting and finance institution located at 3400 East 8th Street in National City, California, United States. With a team of experienced professionals, they specialize in providing expert tax preparation services for individuals and businesses. Whether you need assistance with filing your annual tax return or require financial planning advice, Lopez Tax 1040 is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.
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