Family business consultant in City of Industry, California

Merrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.

Christopher Goodenough is a Financial Advisor at Ameriprise Financial Services, LLC, located at 3713 Alamo Street, Simi Valley, California, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. He specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Goodenough is dedicated to upholding the highest standards of ethics and professionalism in the finance industry.

Merrill Lynch Private Wealth Advisor Cindy Georghiou, located at 2815 Townsgate Road in Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead in their financial goals. The institution, part of The Miller | Asher Group, specializes in working with ultra-affluent clients, many of whom own family businesses. They provide a boutique-like wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. The private wealth advisors at Merrill Private Wealth Management are highly trained to meet specialized needs with personalized service based on trust. Clients have access to services and resources typically reserved for large institutions, with a focus on a goals-based wealth management approach. The team at Merrill Private Wealth Management is committed to providing highly personalized service, helping clients develop multigenerational wealth strategies. They offer a range of financial services, including investment insights from Merrill and banking solutions from Bank of America. The institution aims to help clients pursue their financial goals, providing personalized financial strategies tailored to each client's unique situation. Clients can expect dedicated and personalized service from a team of specialists focused on simplifying personal and business finances. Merrill Private Wealth Management offers a powerful and personal experience for clients of substantial means, with a focus on supporting clients and their families for the long term. The institution provides financial strategies designed to meet evolving needs and offers the latest investment insights, tips, and strategies to help clients live their best financial life. Merrill Lynch does not provide legal, tax, or accounting advice and recommends consulting with legal and tax advisors before making any financial decisions.

Wealthcare Alliance Inc is a finance and insurance agency located at 2629 Townsgate Road in Westlake Village, California. Our dedicated team of professionals is committed to helping individuals and businesses achieve their financial goals through personalized wealth management solutions and comprehensive insurance coverage. With our expertise and industry knowledge, we strive to provide our clients with the tools and resources they need to secure their financial future. Contact us today to learn more about how Wealthcare Alliance Inc can help you build and protect your wealth.

Sessa Wealth Management Group is a leading financial institution located at 2555 Townsgate Road in Westlake Village, California, United States. As a trusted name in the finance industry, Sessa Wealth Management Group offers expert financial planning and investment management services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, personalized strategies, and a commitment to excellence, Sessa Wealth Management Group is dedicated to providing comprehensive financial solutions tailored to each client's unique needs.

Opis Companies is a finance institution located at 30 Hackamore Lane in Bell Canyon, California, United States. With a reputation for excellence and expertise in the financial industry, Opis Companies offers a wide range of financial services to individuals and businesses. From investment management to financial planning, Opis Companies is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Opis Companies provides personalized and tailored financial solutions to meet the unique needs of each client. Visit Opis Companies today to experience the difference in financial services.

Companion Wealth Management, located at 4766 Park Granada in Calabasas, California, is a finance institution dedicated to helping clients define and create the quality of life they desire. With a focus on financial freedom, the team at Companion Wealth Management collaborates with clients to develop personalized investment strategies that align with their goals and enhance their net worth. Offering a wide range of investment and financial planning services, Companion Wealth Management utilizes unbiased research and industry-leading technology to create customized portfolios for each client. As an independent firm with no proprietary products or secondary financial motives, they provide objective investment advice and always prioritize the needs of their clients.

Merrill Lynch Financial Advisor Joshua Zingaro is located at 9560 Wilshire Boulevard, Beverly Hills, California, United States. Joshua is a part of the distinguished Baker & Associates Group within Merrill Lynch Wealth Management, with over 80 years of combined experience in the industry. He works closely with clients to preserve their wealth and help them achieve their short- and long-term financial goals. Services offered include portfolio management, lending, estate planning strategies, alternative investments, and banking. Joshua received his bachelor’s degree with a double major in finance and marketing from Loyola University of Maryland. Outside of work, Joshua enjoys sports, spending time with family and friends, and traveling. The institution provides personalized financial planning through Merrill Personal Wealth Analysis™ and a team committed to building strong client relationships based on trust and personalized service. The focus is on understanding client goals and priorities to create a financial approach that reflects their unique needs and situation. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. Joshua Zingaro is dedicated to helping clients achieve their financial goals and navigate the complexities of the financial markets.

Merrill Lynch Private Wealth Advisor Jordan Friedman, located at 2049 Century Park East in Los Angeles, California, offers personalized financial strategies designed to help you pursue your long-term goals. With access to industry-leading research and expert analysis, their highly experienced team provides one-on-one service to gain a deep understanding of your goals and values. As a client, you will have access to the banking capabilities of Bank of America and the investing capabilities of Merrill to help provide appropriate solutions for your financial needs. Whether you are an individual, family, business owner, or executive, Merrill Private Wealth Management is dedicated to providing personalized strategies tailored to your unique situation. Their team of specialists is committed to helping you simplify your finances and prepare for the future. With a focus on goals-based financial strategies, Merrill aims to anticipate and meet your evolving financial needs. Contact Merrill Lynch Private Wealth Advisor Jordan Friedman to start pursuing what's most important to you.

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.

The Wolfslau Group at Morgan Stanley is a leading finance institution located at 3840 Kilroy Airport Way in Long Beach, California. Specializing in wealth management, investment banking, and advisory services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, The Wolfslau Group at Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial guidance.

Merrill Lynch Financial Advisor David T Matthey is located at 100 Spectrum Center Drive in Irvine, California, United States. Dave Matthey is a Senior Vice President and Senior Financial Advisor who assists affluent individuals and families with all aspects of their financial needs. Dave takes a consultative and objective approach to wealth management, customizing financial strategies based on clients' goals, needs, risk tolerance, and time horizon. With over 30 years of experience in the financial service industry, Dave provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address all aspects of clients' financial lives. He is dedicated to building strong client relationships based on trust and personalized service. Dave is involved in charitable organizations such as the Anaheim YMCA and Kiwanis International. The institution offers the Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. The team at Merrill Lynch Wealth Management focuses on family, goals, and priorities, adapting financial approaches as life changes. By understanding clients' financial situations and aspirations, the team helps manage, grow, and preserve wealth while considering long-term impacts. Dave Matthey is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and past performance does not guarantee future results. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.

Kensel & Co is a reputable finance institution located at 20062 Southwest Birch Street in Newport Beach, California. With a strong presence in the financial industry, Kensel & Co offers a wide range of financial services to individuals and businesses. Their team of experienced professionals provides expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management, Kensel & Co is dedicated to providing top-notch service and support. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.

Smith Barney is a leading financial institution located at 19000 Macarthur Boulevard in Irvine, California, United States. As a prominent player in the finance industry, Smith Barney offers a wide range of financial services including wealth management, investment banking, and asset management. With a reputation for excellence and a dedication to customer service, Smith Barney is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Smith Barney has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help you build a secure financial foundation.

Merrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.

MPS Financial is a premier accounting and finance institution located at 29809 Santa Margarita Parkway in Rancho Santa Margarita, California, United States. Specializing in serving Community Association Management companies and self-managed communities, we are dedicated to providing clear, transparent financial services to our clients. Our team prides itself on delivering white-glove treatment and acting as a true partner in our clients' success. With a focus on quality, integrity, and experience, we strive to inspire trust and allow our clients to focus on growing their business while we handle the accounting. We believe in exceeding expectations and building strong relationships with our clients, treating them like family. Honesty, integrity, and trustworthiness are at the core of our values, and we are always willing to take ownership of any mistakes.

Morgan Stanley: Oliver James is a reputable finance institution located at 101 West Broadway in San Diego, California, United States. With a strong presence in the financial industry, Morgan Stanley: Oliver James offers a wide range of services including investment banking, wealth management, and financial advisory. The institution is known for its expertise in providing strategic financial solutions to individuals and businesses, helping them achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Morgan Stanley: Oliver James is a trusted partner for all your financial needs.

Quality First Pool Service and Repair, located at 3010 Leonor Drive in Sacramento, California, is your go-to destination for all your pool and spa maintenance needs. With a commitment to excellence and a focus on customer satisfaction, we offer top-notch service for both residential and commercial pool systems. Our team of experts at Quality First Pool Service and Repair is dedicated to providing you with a clean, sparkling pool that you can enjoy with your family and friends. With years of experience in the industry, we understand the unique needs of each pool and offer customized service plans to ensure your pool is always in top condition.

Tax Magic is a professional accounting and finance institution located at 980 A Street, Hayward, California, United States. We offer a wide range of services that cater to the specific needs of your business. From tax filing services for both corporate and individual clients, to bookkeeping and payroll services for small and large companies, Tax Magic is your one-stop destination for all your financial needs. Our team of experts focuses on understanding your goals and needs, providing personalized recommendations and tailored financial plans. We offer business formation assistance, asset and liability analysis, and personalized tax consulting services to ensure that you feel secure and confident in your financial decisions.

Apercen Partners is a finance institution located at 314 Lytton Avenue in Palo Alto, California, United States. They specialize in providing personalized financial services and solutions to individuals and businesses. With a team of experienced professionals, Apercen Partners offers a wide range of financial services including wealth management, investment advisory, and tax planning. Their commitment to excellence and client satisfaction sets them apart in the financial industry. Visit Apercen Partners for expert financial guidance and support.

Sandoval Tax CPAs, Inc. is a CPA Firm located at 3877 Stockdale Highway in Bakersfield, California. We specialize in providing professional tax and accounting services to business owners across all 50 states. Our mission is to help business owners save money in taxes through proactive tax planning strategies, ultimately allowing them to invest back into their businesses, support their families, employees, and communities. Our tax services include tax planning and tax preparation, with a focus on reviewing the business owner's choice of entity, tax deductions, credits, retirement, and specific strategies tailored to their industry. We have successfully saved business owners tens of thousands of dollars in taxes by ensuring they are operating under the most tax-efficient entity.

Bharmal & Associates, Inc. is a leading accounting and finance institution located at 2082 Business Center Drive in Irvine, California, United States. With over 25 years of experience, our team combines expertise with a family-style approach to deliver industry-leading service to businesses and individuals alike. Our client commitment is our top priority, and we work as a team to provide the best results while staying at the forefront of the latest trends and practices in the market. As your CPAs in Orange County, we ensure that every client is served by the expertise of our entire firm, offering fast and competent delivery of services for all your accounting and financial needs. Whether you need assistance with taxes, bookkeeping, or other financial matters, our accountants, advisors, and staff are always available to help.

Aldrich CPAs Advisors, located at 7676 Hazard Center Drive in San Diego, California, is a premier institution specializing in accounting, finance, and wealth management. With decades of experience, our team of experts guides clients through today's financial complexities with reliable and accessible financial information. We prioritize quality over risk and stay ahead of industry best practices with forward-thinking investments in technology. Our consulting services cover a range of needs, including business valuations, transitions, sales, mergers, and financial due diligence. For individual clients, we offer strategic tax planning, investment management, and estate planning services, specializing in serving C-suite individuals and family business owners through our financial concierge services.

Global Tax & Accounting, located at 23822 Valencia Boulevard in Santa Clarita, California, is a comprehensive institution offering a wide range of accounting and finance services. With a focus on serving entertainment industry professionals, entrepreneurs, professional athletes, and their families, Global provides integrated tax, accounting, business, and wealth management services. Their holistic approach to wealth and legacy planning ensures that all aspects of your financial life are taken into account, offering guidance and expertise to help you achieve a more secure financial future. With over 60 years of experience, Global Tax & Accounting specializes in tax preparation for individuals, corporations, partnerships, trusts, and exempt organizations. Additionally, their Global Business Management division offers a full spectrum of business and family office services to high net worth individuals, executives, and related entities. Global Financial Advisory Services (GFAS) is a fee-based registered investment adviser that provides financial planning, asset allocation, and investment management services to high net worth clients. Whether you need assistance with bill pay, wealth management, tax portal, or ShareFile services, Global Tax & Accounting is dedicated to helping you achieve your financial goals.

Higham, Richards & Vranes is a well-established accounting and finance institution located at 1035 Alameda de las Pulgas in Belmont, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their commitment to excellence and personalized service sets them apart in the industry. Whether you are an individual or a business in need of financial guidance, Higham, Richards & Vranes is dedicated to helping you achieve your financial goals.

Safwat & Marston, Inc. is a reputable accounting firm located at 26250 Industrial Boulevard in Hayward, California. Specializing in accounting, bookkeeping, and tax preparation, our team of certified public accountants (CPAs) is dedicated to providing efficient and comprehensive financial services. Whether you are an individual, family, or small to medium-sized business in the San Francisco Bay Area, we are here to offer expert support every step of the way. Contact us today to partner with Safwat & Marston, Inc. and ensure your financial success. You can reach us at 510-397-1700 (Main office), 510-417-7050 (Safwat’s cell), or 415-601-3380 (Marston’s cell).

LKS Tax Services, located at 19925 Stevens Creek Boulevard in Cupertino, California, is a trusted institution specializing in accounting and finance services. Since 2005, Lora Shirley has been assisting taxpayers in filing compliant and worry-free tax returns. With over 19 years of experience, she has helped numerous tech workers, small business owners, and families maximize their tax deductions. Lora is dedicated to making the tax filing process a positive experience for all her clients.

Jing & Company, an Accountancy Corp, located at 3093 Citrus Circle in Walnut Creek, California, is a professional accounting and finance institution. Our staff is highly trained and experienced in various accounting software, federal and state regulatory compliance requirements, industry benchmarks, and generally accepted accounting principles of the United States. We are dedicated to providing our clients with best practice solutions and innovative strategies to help them make strategic business decisions that increase profit and grow their business. Our services include improving the quality of financial information, offering fast and cost-efficient support for financial reporting needs, tax planning to minimize liability and maximize refunds, and providing accurate and timely financial information to aid in decision-making and business growth.

Krishna Concepts is a leading financial institution located at 1788 Clear Lake Avenue in Milpitas, California. Our team of dedicated professionals is committed to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Krishna Concepts is here to help. With years of experience in the finance industry, we pride ourselves on delivering personalized solutions tailored to meet the unique needs of each client. Visit us today and let us help you achieve your financial goals.

Tax Magic Inc, located at 4100 Monterey Street in San Jose, California, is a professional accounting and finance institution that caters to the specific needs of your business. Specializing in a wide range of tax filing services, from corporate to individual and sales to payroll taxes, Tax Magic ensures that your taxes are filed accurately and on time. In addition to tax services, Tax Magic also offers bookkeeping and payroll services for small and large companies, taking the stress out of managing your finances. Their team focuses on understanding your goals and providing personalized recommendations to tailor your financial plan to your needs.