The 30 Best Financial advisor for individuals in Long Beach, California

Edward Jones - Financial Advisor is a trusted institution located at 4195 North Viking Way in Long Beach, California, United States. Specializing in accounting and finance, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, we provide personalized guidance and tailored solutions to meet your needs. With a commitment to integrity and transparency, Edward Jones - Financial Advisor is here to support you on your financial journey.

Michelle Bartolome: Primerica - Financial Services is a reputable finance institution located at 161 West Victoria Street in Long Beach, California, United States. Specializing in financial services, Michelle Bartolome and her team are dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on education and empowerment, they strive to provide clients with the tools and knowledge needed to make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or protect your assets, Michelle Bartolome: Primerica - Financial Services is committed to providing expert guidance and support every step of the way.

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 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.

JC Financial Planning & Investments LLC is a finance institution located at 445 Ultimo Avenue in Long Beach, California. Specializing in asset allocation, we follow the principles outlined in the 1986 paper "Determination of Portfolio Performance" by Brinson, Hood, and Beebower. Our portfolios are constructed using Exchange Traded Funds (ETFs) for broad diversification, with the option of using individual securities for larger portfolios. We also incorporate Mutual Funds for segments where active management may add value. Our "value based" strategy focuses on investments that are attractively valued. It's never too early to start your financial plan with JC Financial Planning & Investments LLC.

Dennis Fitzgerald - RBC Wealth Management Financial Advisor is a reputable finance institution located at 3010 Old Ranch Parkway in Seal Beach, California. As a trusted financial advisor, Dennis Fitzgerald provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Dennis Fitzgerald and his team strive to provide top-notch financial guidance and support to individuals and families. Whether you are looking to build wealth, plan for retirement, or secure your financial future, Dennis Fitzgerald - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

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!

Pence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.

James Hendries - LPL Financial is a reputable finance institution located at 7777 Center Avenue in Huntington Beach, California, United States. With a strong focus on providing personalized financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. The team at James Hendries - LPL Financial is dedicated to delivering top-notch financial advice and guidance to individuals, families, and businesses, ensuring their financial well-being and success. Contact them today to learn more about how they can help you secure your financial future.

Trilogy Financial Services is a leading finance institution located at 17011 Beach Boulevard in Huntington Beach, California, United States. With a focus on providing comprehensive financial planning and wealth management services, Trilogy Financial Services is committed to helping individuals and families achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, the experienced team at Trilogy Financial Services is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.

LPL Financial is a leading finance institution located in Seal Beach, California, United States. With a strong reputation for providing top-notch financial services, LPL Financial offers a wide range of investment solutions to help individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the team at LPL Financial is dedicated to providing personalized solutions tailored to your specific needs. Trust in LPL Financial to help you navigate the complex world of finance and secure your financial future.

LPL Financial is a leading finance institution located at 5000 East Spring Street in Long Beach, California, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment solutions, financial planning, and wealth management services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, plan for retirement, or grow your wealth, LPL Financial is committed to providing personalized and tailored solutions to meet your needs.

L E Jacobson Financial Bookkeeping is a reputable accounting and finance institution located at 4725 East Anaheim Street in Long Beach, California, United States. With a team of skilled professionals, they provide top-notch financial bookkeeping services to businesses and individuals alike. From managing accounts to preparing financial statements, L E Jacobson Financial Bookkeeping ensures accuracy and efficiency in all financial matters. Trust them to keep your finances in order and help you achieve your financial goals.

UBS Financial Services Inc. is a leading finance institution located at 3030 Old Ranch Parkway in Seal Beach, California. As a subsidiary of the global financial services firm UBS AG, UBS Financial Services Inc. offers a wide range of wealth management services, investment advisory, and financial planning solutions to individuals, businesses, and institutions. With a strong reputation for excellence and expertise in the financial industry, UBS Financial Services Inc. is committed to helping clients achieve their financial goals and secure their financial future.

Fineberg Financial Management is a renowned finance institution located at 3020 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced professionals, Fineberg Financial Management provides top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management, Fineberg Financial Management has the expertise to help you achieve your financial goals. Trust in Fineberg Financial Management for all your financial needs.

Merrill Lynch Financial Advisor Benjamin Norrie is a finance institution located at 3010 Old Ranch Parkway in Seal Beach, California. The team at this institution is dedicated to understanding your values and helping you achieve your financial goals. They offer personalized one-on-one conversations to get to know you and your family's desires for the future. With nearly two decades of experience, Benjamin Norrie is a CERTIFIED FINANCIAL PLANNER™ practitioner, specializing in helping affluent individuals and owners of consumer products companies plan for their financial future. The team at Merrill Lynch Wealth Management combines their expertise in wealth planning, investment management, estate planning, retirement planning, and risk management to create a customized financial strategy for each client. They offer the Merrill Personal Wealth Analysis™ to build and document personalized plans centered on individual goals. Supported by the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. By understanding your goals and priorities, they can help you create a personalized financial strategy to pursue what matters most to you. With a focus on understanding your personal investment style and priorities, Merrill Lynch Financial Advisor Benjamin Norrie can help you navigate market volatility and achieve your financial goals.

Karam Wealth Advisors is a leading financial institution located at 7755 Center Avenue in Huntington Beach, California. Our team of experienced advisors specialize in providing personalized wealth management solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to help. Trust Karam Wealth Advisors to provide expert guidance and strategic advice to help you secure your financial future. Contact us today to schedule a consultation.

Finby Kimmes Wealth Management Group of Wells Fargo Advisors is a prestigious financial institution located at 3020 Old Ranch Parkway in Seal Beach, California, United States. As a part of Wells Fargo Advisors, they offer comprehensive wealth management services to help clients achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies and financial planning solutions to individuals and families. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Finby Kimmes Wealth Management Group is dedicated to helping you secure a bright financial future.

NewCoast Wealth Advisors - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California. As a part of the UBS Financial Services Inc. network, we offer comprehensive wealth management solutions to our clients. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized investment strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with the support and resources you need to succeed. Visit us today to learn more about how we can help you secure your financial future.

iking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach 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, and more.

Hexeum Capital is a premier financial advisory and wealth management institution located in the heart of Newport Beach, California. Specializing in providing top-notch financial advice and insurance services, our team of expert advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Hexeum Capital is here to provide personalized solutions tailored to your specific needs. Visit us at 5000 Birch Street to learn more about how we can help you secure your financial future.

Finland Financial is a reputable finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, wealth management, and more. Our experienced team of financial experts is dedicated to helping our clients achieve their financial goals and secure their financial future. At Finland Financial, we prioritize personalized service and tailor our solutions to meet the unique needs of each client. Trust us to be your partner in financial success.

Wells Fargo Advisors is a leading financial institution located at 520 Newport Center Drive in Newport Beach, California. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or secure your financial future, Wells Fargo Advisors is dedicated to helping you succeed.

Stephen Shin - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted advisor, Stephen Shin provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth preservation, Stephen Shin offers expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or building a diversified investment portfolio, Stephen Shin - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial markets.

Mercer Advisors Wealth Management, located at 620 Newport Center Drive in Newport Beach, California, offers a unique approach to wealth management. They understand the hard work and dedication it takes to build success, and they are here to help you continue to grow and protect your wealth. Unlike other firms, Mercer Advisors believes in a comprehensive approach to financial planning, including investing strategy, tax and estate planning, trust services, insurance coverage, and more. Their team of talented wealth advisors, including Tracy O. Jackson, James, Rudy, Erik, Iggy, and Colton, are dedicated to helping you connect all the dots of your financial life. With expertise in various areas of finance, they work together to provide personalized solutions that align with your goals and values. Whether you are a high-net-worth individual, a business owner, or a healthcare professional, Mercer Advisors can help you navigate your financial journey and enjoy the fruits of your labor.

Newport Financial Group is a leading finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a team of experienced financial experts, Newport Financial Group offers 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 wealth management services, Newport Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Trust Newport Financial Group to help you navigate the complexities of the financial world and secure a stable financial future.

Securing Life is a financial institution located in Newport Beach, California, United States. We offer comprehensive financial education, money tools, and expert advice to help individuals secure their financial future. Our team of experienced professionals is dedicated to providing personalized guidance and resources to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or save for a major purchase, Securing Life is here to help you achieve your financial goals. Visit us at 895 Dove Street to learn more about how we can assist you in securing your financial future.

Martin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.

Beacon Pointe Advisors, located at 610 Newport Center Drive in Newport Beach, California, is a leading wealth advisor and Registered Investment Advisor firm. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe caters to institutions, defined contribution plans, individuals, and families. With a team of experienced investment advisors and financial planners, Beacon Pointe offers full-service financial planning and research-driven investment strategies. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more.