Financial advisor firm in California
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Crystal Clear Accounting Services
● OpenCrystal Clear Accounting Services, located at 100-7 North Rancho Road in Thousand Oaks, California, has been providing top-notch accounting and finance services since 2013. Specializing in bookkeeping, tax, and consulting services, our experienced team caters to small business owners across a variety of industries including retail, construction, manufacturing, aerospace, and service-based businesses. What sets us apart from other accounting firms is our low advisor to client ratio, allowing us to offer personalized, one-on-one service that our clients appreciate. We believe in building strong relationships with our clients to truly understand their financial needs and provide them with the support and guidance they require.
100-7 N Rancho Rd Suite 338, Thousand Oaks, CA 91362, United States -
Alpha Management Group
● OpenAlpha Management Group is a leading institution in the field of accounting and finance, located in Agoura Hills, California, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses alike. Their expertise in financial management, tax planning, and consulting makes them a trusted partner for all your financial needs. Whether you are looking for assistance with budgeting, investments, or financial reporting, Alpha Management Group has the knowledge and resources to help you achieve your financial goals.
Agoura Hills, CA 91301, United States -
Gary Porter CPA
● OpenGary Porter CPA is a reputable accounting and finance institution located at 3355 Cochran Street in Simi Valley, California, United States. With years of experience and expertise in the field, Gary Porter CPA offers a wide range of services including tax preparation, financial planning, and business consulting. Their team of skilled professionals is dedicated to providing top-notch financial solutions tailored to meet the individual needs of their clients. Whether you are a small business owner or an individual looking for expert financial advice, Gary Porter CPA is the go-to institution for all your accounting and finance needs.
3355 Cochran St, Simi Valley, CA 93063, United States -
Bright Tax Consulting Services
● ClosedBright Tax Consulting Services is a top-rated accounting and finance institution located in the heart of Los Angeles, California. Our team of experienced professionals specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or investment strategies, our dedicated team is here to help you navigate the complex world of finance. Visit us at 9315 Collett Avenue to experience our personalized and attentive service firsthand.
9315 Collett Ave, North Hills, CA 91343, United States -
Jackson & Arshagouni
● ClosedJackson & Arshagouni is a reputable accounting and finance institution located at 9176 Independence Avenue in Los Angeles, 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, bookkeeping, financial planning, or investment management, Jackson & Arshagouni is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in your financial success.
9176 Independence Ave, Chatsworth, CA 91311, United States -
Valle Terry CPA
● ClosedValle Terry CPA is a reputable accounting and finance institution located at 23112 Baltar Street in Los Angeles, California. With a team of experienced certified public accountants, Valle Terry CPA offers a wide range of financial services to individuals and businesses in the United States. From tax preparation and planning to financial consulting and audit services, Valle Terry CPA is dedicated to providing top-notch expertise and personalized solutions to help clients achieve their financial goals. Contact Valle Terry CPA today for all your accounting and finance needs.
23112 Baltar St, Canoga Park, CA 91304, United States -
Richardson Kontogouris Emerson (RKE) LLP
● ClosedRichardson Kontogouris Emerson (RKE) LLP is a renowned institution located at 2942 Columbia Street in Torrance, California, United States. Specializing in accounting, finance, and legal services, RKE LLP is a trusted partner for individuals and businesses seeking expert advice and support in managing their finances and legal matters. With a team of experienced professionals, RKE LLP offers a wide range of services to meet the diverse needs of their clients, ensuring top-notch quality and personalized attention. Whether you need assistance with tax planning, financial consulting, or legal representation, RKE LLP is committed to delivering exceptional results and helping you achieve your goals.
2942 Columbia St, Torrance, CA 90503, United States -
Walter K. Martynec, CPA
● OpenWalter K. Martynec, CPA is a reputable accounting and finance institution located at 5855 East Naples Plaza in Long Beach, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants provides personalized and professional services to individuals and businesses alike. Whether you need assistance with tax compliance or financial consulting, Walter K. Martynec, CPA is dedicated to helping you achieve your financial goals.
5855 E Naples Plaza #107, Long Beach, CA 90803, United States -
Jean & Co CPAs PC
● OpenJean & Co CPAs PC is a reputable accounting and finance institution located at 21671 Gateway Center Drive in Diamond Bar, California. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, financial planning, audit support, and consulting. Their dedication to excellence and personalized client service sets them apart in the industry. Whether you are an individual or a business owner, Jean & Co CPAs PC is committed to helping you achieve your financial goals and navigate the complexities of the financial world.
21671 Gateway Center Dr # 109, Diamond Bar, CA 91765, United States -
Pasari CPA PC
● ClosedPasari CPA PC is a trusted accounting and finance institution located at 10 Corporate Park in Irvine, California, United States. Specializing in tax planning and tax strategies, our team is dedicated to helping clients build and preserve wealth. Serving a diverse range of clients including medical professionals, corporate executives, retirees, families, and small businesses, we go beyond traditional tax preparation to provide personalized solutions tailored to each client's unique financial goals. At Pasari CPA PC, we understand that taxes can significantly impact your financial well-being. That's why we prioritize ongoing strategic tax planning and the implementation of effective tax strategies to maximize your wealth and minimize your tax liability. With our expertise and experience, we take a comprehensive approach to your taxes, considering your total financial situation, short-term and long-term goals, and providing guidance to help you plan for a secure financial future.
10 Corporate Park #120, Irvine, CA 92606, United States -
1st Fidelity, Inc.
● Open1st Fidelity, Inc. is a trusted accounting and finance institution located at 181 El Camino Real in Tustin, California, United States. With a reputation for excellence and reliability, our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, investment planning, or any other financial need, 1st Fidelity, Inc. is here to help. Visit us today to see how we can help you achieve your financial goals.
181 El Camino Real Suite A, Tustin, CA 92780, United States -
Fiducial Business Centers, Inc.
● OpenFiducial Business Centers, Inc. is a trusted advisor and service provider located at 400 Ramona Avenue, Corona, California, United States. Specializing in accounting and finance, Fiducial helps businesses and individuals succeed with services such as bookkeeping, tax planning, payroll preparation, business management consulting, valuations, retirement plan administration, and financial planning. While not a CPA firm, Fiducial offers a wide range of services to clients in all states, focusing on optimizing their business and personal affairs. With over 850 offices across Europe and North America, Fiducial provides personalized strategies tailored to each client's needs, helping them exceed their goals. With a commitment to excellence, Fiducial offers diverse career opportunities for beginners and industry professionals, making it one of the best places to work.
400 Ramona Ave, Corona, CA 92882, United States -
The Garrett Group
● ClosedThe Garrett Group is a versatile institution located at 1 BetterWorld Circle in Temecula, California, United States. Specializing in accounting, finance, general contracting, and real estate services, The Garrett Group offers a wide range of professional expertise to meet the diverse needs of clients. With a team of experienced professionals, the institution is committed to providing top-notch services and solutions to help individuals and businesses achieve their financial and real estate goals. Whether you are looking for expert accounting advice, financial planning, construction services, or assistance in buying or selling property, The Garrett Group is dedicated to delivering exceptional results and exceeding expectations.
1 BetterWorld Cir #200, Temecula, CA 92590, United States -
Craig V. Castanos CPA
● ClosedCraig V. Castanos CPA is a reputable accounting and finance institution located at 401 B Street in San Diego, California. Our team of experienced Certified Public Accountants is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, auditing, or financial planning, our experts are here to help. Trust Craig V. Castanos CPA for all your accounting and finance needs in the San Diego area.
401 B St UNIT 2300, San Diego, CA 92101, United States -
Patrick W. Douglas, CPA
● OpenPatrick W. Douglas, CPA is a reputable accounting and finance institution located at 1430 Lincoln Avenue in San Rafael, California, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to helping individuals and businesses achieve their financial goals with precision and professionalism. Whether you need assistance with tax filing or financial consulting, Patrick W. Douglas, CPA is the trusted choice for all your accounting needs.
1430 Lincoln Ave, San Rafael, CA 94901, United States -
TBJ Tax Services
● OpenTBJ Tax Services is a reputable accounting and finance institution located at 6043 Tampa Avenue in Los Angeles, California. Our team of experienced professionals provides a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. We are dedicated to helping our clients navigate the complexities of the tax system and maximize their financial success. Visit us today to experience our personalized and efficient services.
6043 Tampa Ave, Tarzana, CA 91356, United States -
Happy Investments, Inc. Truckee Ca
● ClosedHappy Investments, Inc. in Truckee, CA is a trusted finance institution that specializes in providing mortgage solutions for residential and commercial properties. Our team of experienced Mortgage Advisors in Truckee, CA is dedicated to helping you navigate the mortgage process with ease and confidence. Whether you are a first-time homebuyer, a seasoned investor, or looking to refinance, we offer a wide range of loan programs to suit your needs. Located at 11260 Donner Pass Road C1 # 1014-G, Truckee, CA 96161, our organization offers competitive rates, low fees, and flexible underwriting guidelines to ensure that your mortgage experience is cost-effective and hassle-free. With a focus on building sustainable relationships with our clients, we strive to provide top-notch service and support for years to come.
11260 Donner Pass Road C1 # 1014-G, Truckee, CA 96161, United States -
Levias & Associates
● ClosedWelcome to Levias & Associates, your trusted partner in financial and business consulting, located in the heart of Long Beach, California. Situated at 3553 Atlantic Avenue, our firm is dedicated to providing expert guidance and innovative solutions tailored to meet the unique needs of our clients. With a team of experienced professionals, we specialize in a range of services including accounting, tax planning, business strategy, and financial management. At Levias & Associates, we pride ourselves on our commitment to excellence, integrity, and personalized service. Whether you're a small business owner seeking growth strategies or an individual in need of tax assistance, we are here to help you navigate complex financial landscapes with confidence. Our deep understanding of the local market, combined with our comprehensive expertise, allows us to deliver results that drive success.
3553 Atlantic Avenue, Long Beach, California 90807, United States -
Leah Legal: Long Beach Criminal Attorney
● ClosedWelcome 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.
Long Beach, California 90806, United States -
Chase ATM
● OpenWelcome to Chase ATM in Rohnert Park, California Located conveniently at 201 Rohnert Park Expressway, Rohnert Park, California 94928, our Chase ATM provides a seamless and efficient banking experience for all your financial needs. As part of JPMorgan Chase & Co., a leading global financial services firm, we are dedicated to delivering exceptional service and innovative solutions to our customers.
201 Rohnert Park Expressway, Rohnert Park, California 94928, United States -
Chase ATM
● OpenWelcome to Chase ATM located at 730 Ocean Street, Santa Cruz, California 95060, your convenient financial partner in the heart of Santa Cruz. As part of JPMorgan Chase & Co., one of the world's leading financial services firms, we are here to support your financial needs with a wide array of services. At Chase, we understand the importance of efficient and secure banking. Our ATM services provide easy access to your accounts, allowing you to withdraw cash, check your balance, and more, all at your convenience. Our facility is designed to ensure a seamless and secure banking experience.
730 Ocean Street, Santa Cruz, California 95060, United States -
WaveCrest Wealth Management
● OpenWelcome to WaveCrest Wealth Management, your trusted financial partner located in the picturesque town of Carmel-by-the-Sea, California. Situated at 2 SE of 13th, our firm is dedicated to providing comprehensive wealth management services tailored to meet the unique needs of our clients. At WaveCrest Wealth Management, we understand that navigating the financial landscape can be complex and challenging. Our team of experienced financial advisors is committed to helping you achieve your financial goals with personalized strategies and expert guidance. Whether you're planning for retirement, investing for the future, or seeking to preserve your wealth, we offer a wide range of services including investment management, financial planning, and estate planning.
2 SE OF 13TH, Carmel-by-the-Sea, California 93921, United States -
Borda Mortgage
● ClosedWelcome to Borda Mortgage Associates, your trusted partner in financing your dream home. Located at 743 Main Street, Cambria, California, we proudly serve all of California with our expert mortgage solutions. Whether you're a first-time homebuyer or looking to refinance, our dedicated team is here to offer personalized service and the lowest rates in the industry. At Borda Mortgage, we understand that every client’s needs are unique. That’s why we provide custom rate quotes tailored just for you. Our mortgage calculators are designed to help you explore the best loan options, calculate your mortgage, interest rates, and more, ensuring you make informed decisions about your investment.
743 Main Street, Cambria, California 93428, United States -
Schiellack & Associates
● ClosedWelcome to Schiellack & Associates, your trusted partner in accounting and financial services located in the heart of Oxnard, California. Situated at 300 East Esplanade Drive, our firm is dedicated to providing personalized and professional solutions to meet all your financial needs. At Schiellack & Associates, we understand that managing finances can be complex and time-consuming. Our team of experienced accountants and financial advisors is committed to helping you navigate these challenges with ease and confidence. We offer a comprehensive range of services, including tax planning and preparation, bookkeeping, payroll management, financial consulting, and more, tailored to both individuals and businesses.
300 East Esplanade Drive, Oxnard, California 93036, United States -
Thomas Karen CPA
● ClosedWelcome to Thomas Karen CPA, your trusted partner in accounting and finance solutions located in the heart of Redondo Beach, California. Situated at 700 Torrance Boulevard, our firm is dedicated to providing personalized and comprehensive financial services to individuals and businesses in the local community and beyond. At Thomas Karen CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our team of experienced professionals is committed to delivering tailored solutions that meet your unique needs. Whether you require assistance with tax planning, bookkeeping, financial consulting, or business advisory services, we are here to help you achieve your financial goals with confidence and clarity.
700 Torrance Boulevard, Redondo Beach, California 90277, United States -
Roy Guia Accountancy, PC
● ClosedWelcome to Roy Guia Accountancy, PC, your trusted partner in accounting and finance, located in the heart of Torrance, California. Situated at 20100 South Western Avenue, our firm proudly serves individuals and businesses throughout the region with a commitment to excellence and personalized service. At Roy Guia Accountancy, PC, we understand that navigating the complexities of financial management can be daunting. Our team of experienced accountants is dedicated to simplifying this process by providing tailored solutions that meet your unique needs. Whether you require assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals.
20100 South Western Avenue, Torrance, California 90501, United States -
LFA Ventura
● OpenWelcome to LFA Ventura, your trusted financial partner located in the heart of Oxnard, California. Situated at 300 East Esplanade Drive, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. At LFA Ventura, we specialize in a wide range of financial services, including investment management, retirement planning, tax strategies, and wealth management. Our team of experienced financial advisors is committed to delivering personalized guidance and innovative strategies to help you achieve your financial goals. Whether you're planning for the future or looking to optimize your current financial situation, LFA Ventura is here to support you every step of the way. Visit us today to discover how we can help you build a secure financial future.
300 East Esplanade Drive, Oxnard, California 93036, United States -
Arrowroot Family Office
● ClosedWelcome to Arrowroot Family Office, where we empower families and entrepreneurs through comprehensive financial solutions. Located at 4553 Glencoe Avenue, Suite 200, in the heart of Marina del Rey, California, we are a multidisciplinary financial management organization dedicated to serving affluent families and entrepreneurs across generations. At Arrowroot Family Office, we pride ourselves on providing holistic wealth management services, regardless of the size of our clients' net worth. Our comprehensive financial planning includes investment management, retirement planning, tax planning, estate planning, and much more. We believe in a personalized approach, assigning an entire team to each client based on their unique financial planning needs and goals.
4553 Glencoe Avenue, Marina del Rey, California 90292, United States -
Benchmark International
● ClosedWelcome to Benchmark International - Your Premier M&A Advisors Located at 4551 Glencoe Avenue, Marina del Rey, California, Benchmark International stands as the top-ranked sell-side, privately-owned M&A advisory firm globally. We specialize in representing ambitious business owners poised to elevate their companies through strategic growth, exit planning, and personal wealth diversification. With a proven track record of handling engagements exceeding $11 billion across diverse industries worldwide, we are renowned for our innovative methods and exceptional results.
4551 Glencoe Avenue, Marina del Rey, California 90292, United States -
GT Securities, Inc
● OpenWelcome to GT Securities, Inc., a leading-edge, tech-driven investment bank and broker-dealer platform located in the heart of Los Angeles, California. Situated at 12130 Millennium Drive, our firm stands as a beacon of innovation and efficiency in the finance industry. At GT Securities, we pride ourselves on being a full-service broker-dealer platform where investment bankers can seamlessly execute transactions. With over 500 deals completed, representing an impressive aggregate value exceeding $10 billion, our platform is a testament to our commitment to excellence and success.
12130 Millennium Drive, Los Angeles, California 90094, United States
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