TOP 30 Finance expert in Laguna Beach, California
13 results found
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Zealie LLC
● ClosedZealie LLC is a finance and health institution located at 1100 South Coast Highway in Laguna Beach, California, United States. Specializing in delivering a technology-driven revenue cycle management platform for the behavioral healthcare industry, Zealie was founded by industry experts who saw a need for innovation in maximizing revenue for treatment facilities. Their cloud-based platform offers real-time visibility into clients and insurance carriers, helping increase margins and efficiency for mental health and substance abuse treatment centers. With advanced technology and predictive analytics, Zealie's platform provides data-driven analysis to uncover costly errors in billing practices and automate functions for accuracy. Three innovative tools, including Smart VOB, Alpha Prefix Tracker, and Payer Tracker, help mitigate the risk of unknown payments by predicting expected revenue based on historic insurance payment data. Clients also have access to CEO Ali Beheshti, a former behavioral healthcare treatment center CEO, who understands the challenges and importance of maximizing profits in the industry.
1100 S Coast Hwy Suite 300A, Laguna Beach, CA 92651, United States -
Ziplend Inc
● ClosedZiplend Inc is a leading finance institution located in the picturesque city of Laguna Beach, California. With a prime location on South Coast Highway, Ziplend Inc offers a wide range of financial services to meet the needs of individuals and businesses alike. Whether you're looking for a personal loan, business financing, or investment opportunities, our team of experts is dedicated to providing top-notch service and tailored solutions to help you achieve your financial goals. Visit us at 1590 South Coast Highway and let Ziplend Inc be your trusted partner in financial success.
1590 S Coast Hwy # 7, Laguna Beach, CA 92651, United States -
Law Offices of James LeBloch
● ClosedThe Law Offices of James LeBloch, located at 422 Glenneyre Street in Laguna Beach, California, offers expert legal services in accounting, finance, and law. With 25 years of experience in litigating tax cases in various courts, including the Tax Court and Federal District Court, James LeBloch provides effective solutions for complex tax issues. He also specializes in estate and business planning, helping clients minimize taxes and avoid costly mistakes in structuring their businesses. Clients have praised James LeBloch for his aggressive litigation skills and ability to secure favorable settlements in challenging cases, such as financial elder abuse and trust disputes. With a focus on protecting the rights of the elderly and ensuring fair treatment in estate matters, the firm provides comprehensive legal representation for clients facing complex legal issues.
422 Glenneyre St #1, Laguna Beach, CA 92651, United States -
Brian Carruthers and Associates
● ClosedBrian Carruthers and Associates is a leading finance institution located in Laguna Beach, California. Our team of experienced professionals provides expert financial advice and services to help our clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, we are here to assist you every step of the way. Visit us at 301 Forest Avenue to learn more about how we can help you secure your financial future.
301 Forest Ave, Laguna Beach, CA 92651, United States -
Avalon Financial Group Inc
● OpenAvalon Financial Group Inc is a finance institution located at 1075 North Coast Highway in the beautiful seaside town of Laguna Beach, California. With a team of experienced financial advisors and experts, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Avalon Financial Group Inc is here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
1075 N Coast Hwy, Laguna Beach, CA 92651, United States -
Edward Jones - Financial Advisor: Diane E Wegener
● ClosedEdward Jones - Financial Advisor: Diane E Wegener is a reputable finance institution located at 1100 South Coast Highway in Laguna Beach, California, United States. As a trusted financial advisor, Diane E Wegener provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert advice, Edward Jones - Financial Advisor: Diane E Wegener is dedicated to helping individuals and families secure their financial future.
1100 S Coast Hwy #219, Laguna Beach, CA 92651, United States -
Reverse Mortgage Advisor -C2 Financial
● ClosedReverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.
237 S La Esperanza, San Clemente, CA 92672, United States -
Kelly Patrick Income Tax
● OpenKelly Patrick Income Tax is a reputable accounting and finance institution located at 801 Glenneyre Street in the beautiful city of Laguna Beach, California. Specializing in income tax services, Kelly Patrick Income Tax provides expert guidance and assistance to individuals and businesses in managing their finances and maximizing their tax returns. With a team of experienced professionals, clients can trust in the institution's expertise and dedication to delivering top-notch financial services. Whether you need help with tax preparation, planning, or other financial matters, Kelly Patrick Income Tax is here to help you navigate the complexities of the tax system and ensure your financial success.
801 Glenneyre St # A1, Laguna Beach, CA 92651, United States -
Accounting & Tax Solutions-Certified Public Accountants
● ClosedAccounting & Tax Solutions-Certified Public Accountants is a reputable institution located at 1000 North Coast Highway in Laguna Beach, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch solutions for all your financial needs. Whether you require assistance with tax planning, bookkeeping, or financial consulting, our certified public accountants are here to help. Trust Accounting & Tax Solutions for expert advice and personalized service to help you achieve your financial goals.
1000 N Coast Hwy #1, Laguna Beach, CA 92651, United States -
RMJR Tax and Accounting
● ClosedRMJR Tax and Accounting is a reputable institution located at 465 Forest Avenue in Laguna Beach, California. Specializing in accounting and finance services, our team of expert professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With years of experience and a commitment to excellence, RMJR Tax and Accounting is your go-to destination for all your tax and accounting needs. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
465 Forest Ave, Laguna Beach, CA 92651, United States -
M Tax Consulting
● OpenM Tax Consulting is a leading finance institution located at 202 Park Avenue in the beautiful city of Laguna Beach, California, United States. Our team of experienced professionals specializes in providing top-notch tax consulting services to individuals and businesses. Whether you need help with tax planning, compliance, or resolving complex tax issues, our experts are here to guide you every step of the way. Trust M Tax Consulting to help you navigate the ever-changing tax landscape and achieve your financial goals with ease.
202 Park Ave Num 3, Laguna Beach, CA 92651, United States -
Ernst Artmann & Associates
● ClosedErnst Artmann & Associates is a reputable accounting and finance institution located at 1027 North Pacific Coast Highway in Laguna Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Their commitment to excellence and personalized service sets them apart as a trusted partner for individuals and businesses seeking expert financial guidance.
1027 N Pacific Coast Hwy # G, Laguna Beach, CA 92651, United States -
Allstate Personal Financial Representative: Twila King
● ClosedWelcome to Allstate Personal Financial Representative: Twila King, your trusted partner in financial planning and insurance solutions located in the heart of beautiful Laguna Beach, California. Nestled along the picturesque Coast Highway, our office is dedicated to helping individuals and families achieve financial security and peace of mind. At Allstate, Twila King brings a wealth of experience and personalized service to the community, offering a comprehensive range of financial and insurance products tailored to meet your unique needs. Whether you're seeking guidance on retirement planning, life insurance, or investment strategies, Twila is here to provide expert advice and support every step of the way.
31601 Coast Highway, Laguna Beach, California 92651, United States
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