Financial advisor for individuals in Long Beach, CA
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MJ Peters Wealth Management
● OpenMJ Peters Wealth Management is a premier finance institution located at 11 Golden Shore in the vibrant city of Long Beach, California, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals. With a focus on personalized strategies and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial futures. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, MJ Peters Wealth Management is here to help you every step of the way.
11 Golden Shore Suite 370, Long Beach, CA 90802, United States -
The Peninsula Group - Morgan Stanley
● OpenThe Peninsula Group - Morgan Stanley is a prestigious finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a reputation for excellence and expertise in the financial industry, this institution offers a wide range of financial services to its clients. From wealth management to investment banking, The Peninsula Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing top-notch service, this institution is a trusted partner for all financial needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Raymond James
● OpenRaymond James is a finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for providing personalized financial services, Raymond James offers a wide range of investment options and financial planning services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing expert guidance and support to clients, ensuring that their financial needs are met with the highest level of care and attention. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Raymond James is committed to helping you secure a stable financial future.
3780 Kilroy Airport Way, Long Beach, CA 90806, United States -
Prosperity Wealth Planning
● OpenProsperity Wealth Planning is a premier financial institution located at 3780 Kilroy Airport Way in Long Beach, California. Specializing in wealth management and financial planning services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Prosperity Wealth Planning is committed to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards financial prosperity.
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90822, United States -
Mountain-Bishop Private Wealth Management
● OpenMountain-Bishop Private Wealth Management is a finance and insurance agency located at 3738 Bayer Avenue in Long Beach, California, United States. With over 25 years of experience, we specialize in independent financial planning and investment management for high-net-worth individuals and business owners. Our focus is on developing personalized financial strategies to help you navigate retirement and investment decisions with confidence. We are well-versed in the details of Boeing's pension and benefits plan, and can provide expert guidance to help you make informed choices for your future. Whether you are looking to accumulate wealth, plan for distribution, or transfer assets, our team is dedicated to helping you achieve your financial goals. Trust us to guide you through the complexities of retirement planning and ensure a secure financial future.
3738 Bayer Ave Suite 205, Long Beach, CA 90808, United States -
Principal Planning Service, Inc. Phillip Q Shrotman
● OpenPrincipal Planning Service, Inc. Phillip Q Shrotman is a finance institution located at 194 North Marina Drive, Long Beach, California, United States. Led by Phillip Q. Shrotman, who has over 30 years of experience in teaching economics at Long Beach City College, the institution offers a range of financial planning services. On their website, you can find various calculators to assist with financial planning. Phillip Q. Shrotman criticizes the Federal Reserve's decision to continuously increase interest rates, arguing that it does not effectively combat inflation. Despite the rate hikes, inflation remains high, and consumers are still facing rising costs of living. The institution predicts that the Federal Reserve will likely approve a 0.25 percentage point increase at their upcoming policy meeting.
194 N Marina Dr #202, Long Beach, CA 90803, United States -
Erman Retirement Advisory
● OpenErman Retirement Advisory is a trusted institution located at 3020 Old Ranch Parkway in Seal Beach, California. Specializing in accounting and finance, our team of experts is dedicated to helping individuals plan for a secure and comfortable retirement. Whether you are just starting your career or nearing retirement age, we offer personalized advice and strategies tailored to your unique financial goals. With a focus on long-term financial planning and wealth management, Erman Retirement Advisory is committed to guiding you towards a successful and stress-free retirement.
3020 Old Ranch Pkwy #100, Seal Beach, CA 90740, United States -
Morin Clement w CPA
● OpenMorin Clement w CPA is a well-established accounting and finance institution located at 4067 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, Morin Clement w CPA is dedicated to helping their clients achieve their financial goals. Their expertise and personalized approach make them a trusted and reliable partner for all your accounting needs.
4067 Long Beach Blvd, Long Beach, CA 90807, United States -
Osaic Wealth
● OpenOsaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.
3070 Bristol St #500, Costa Mesa, CA 92626, United States -
Merrill Lynch: Wang Tony
● OpenMerrill Lynch: Wang Tony is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Tony W Wang, with experience in the financial services industry since 2003, focuses on developing strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short and long-term financial objectives. Wang is a graduate of the University of California at Irvine with a bachelor's degree in Biology. He and his wife, Christine, live in Newport Coast with their three children and are actively involved in supporting children in need in the community. At Merrill Lynch Wealth Management, Tony Wang and his team offer personalized financial planning services centered on client goals and priorities. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill and banking solutions from Bank of America. With a focus on understanding each client's unique situation, they design and implement personalized plans to help manage, grow, and preserve wealth while considering future financial needs.
520 Newport Center Dr #1900, Newport Beach, CA 92660, United States -
First Class
● OpenFirst Class is a prestigious institution located at the iconic 1 World Trade Center in Long Beach, California. Specializing in accounting and finance, First Class offers top-notch education and training for individuals seeking to excel in the financial industry. With expert faculty and state-of-the-art facilities, students at First Class are equipped with the knowledge and skills needed to succeed in their careers. Join us at First Class and experience excellence in education in the heart of California.
1 World Trade Center, Long Beach, CA 90831, United States -
Windes
● OpenWindes is a prestigious accounting and finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a reputation for excellence in the field, Windes offers a wide range of financial services to individuals and businesses alike. Their team of experienced professionals is dedicated to providing top-notch financial advice and assistance to help clients achieve their financial goals. Whether you need help with tax planning, auditing, or financial consulting, Windes is the go-to institution for all your accounting and finance needs.
3780 Kilroy Airport Way Suite 600, Long Beach, CA 90806, United States -
KTN Enterprises Inc
● OpenKTN Enterprises Inc is a reputable finance institution located at 11 Golden Shore in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, KTN Enterprises Inc offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, loan options, or financial planning advice, our experienced team of professionals is here to help you achieve your financial goals. Visit us at our convenient location in Long Beach to learn more about how KTN Enterprises Inc can assist you in navigating the complex world of finance.
11 Golden Shore UNIT 440, Long Beach, CA 90802, United States -
Protek Trading Co
● OpenProtek Trading Co is a reputable finance institution located at 1542 West Gaylord Street in Long Beach, California, United States. With a strong track record of success in the financial industry, Protek Trading Co offers a wide range of services to meet the needs of its clients. From investment opportunities to financial planning and advisory services, the team at Protek Trading Co is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and customer satisfaction, Protek Trading Co is a trusted partner for all your financial needs.
1542 W Gaylord St, Long Beach, CA 90813, United States -
D.A. Davidson
● OpenD.A. Davidson is a reputable finance institution located at 300 Oceangate in Long Beach, California, United States. With a strong presence in the financial industry, D.A. Davidson offers a wide range of services including investment banking, wealth management, and capital markets expertise. Known for their personalized approach and commitment to client success, D.A. Davidson is a trusted partner for individuals and businesses seeking financial guidance and support.
300 Oceangate #800, Long Beach, CA 90802, United States -
Jéan-Paul S. Afif - Morgan Stanley
● OpenJean-Paul S. Afif - Morgan Stanley is a reputable finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong focus on providing comprehensive financial services, the institution is dedicated to helping clients achieve their financial goals and secure their future. With a team of experienced professionals, Jean-Paul S. Afif - Morgan Stanley offers personalized financial planning, investment management, and wealth management services to individuals, families, and businesses. Trustworthy, reliable, and committed to excellence, this institution is a trusted partner for all your financial needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Calvin Jacobs - Morgan Stanley
● OpenCalvin Jacobs - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a reputation for excellence in financial services, Calvin Jacobs - Morgan Stanley offers a wide range of investment and wealth management solutions to clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial market, Calvin Jacobs - Morgan Stanley is here to provide you with the guidance and support you need.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Householder Group Estate & Retirement Specialists
● OpenHouseholder Group Estate & Retirement Specialists is a renowned institution located in Long Beach, California, United States. Specializing in accounting and finance, they provide expert advice and services to help individuals plan for their estate and retirement. With a focus on personalized solutions and a commitment to client satisfaction, Householder Group Estate & Retirement Specialists is dedicated to helping clients achieve their financial goals. Visit them at 5150 Pacific Coast Highway for all your estate and retirement planning needs.
5150 Pacific Coast Hwy 2nd Floor, Long Beach, CA 90804, United States -
Wightman James
● OpenWightman James is a reputable finance institution located at 6501 Falcon Avenue in Long Beach, California. With a strong focus on providing expert financial services to individuals and businesses, Wightman James is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the experienced team at Wightman James is here to assist you every step of the way. Trustworthy, reliable, and committed to excellence, Wightman James is your go-to destination for all your financial needs.
6501 Falcon Ave, Long Beach, CA 90805, United States -
Fabro Trust Group
● OpenFabro Trust Group is a reputable finance institution located at 1074 East Artesia Boulevard in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, Fabro Trust Group is dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals offers personalized financial solutions tailored to meet the unique needs of each client. Whether you are looking to invest, save for the future, or secure a loan, Fabro Trust Group is here to assist you every step of the way. Trust us to help you navigate the complex world of finance with confidence and ease.
1074 E Artesia Blvd, Long Beach, CA 90805, United States -
Glynis Russell Colosimo - Morgan Stanley
● OpenGlynis Russell Colosimo - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or wealth management, Glynis Russell Colosimo - Morgan Stanley is dedicated to providing personalized solutions tailored to your individual needs. Trust in their expertise and commitment to excellence for all your financial needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Cambridge Investment Research
● OpenCambridge Investment Research is a leading finance and insurance agency located at 3780 Kilroy Airport Way in Long Beach, California, United States. Our team of experts is dedicated to providing personalized investment solutions and insurance options tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on building long-term relationships, Cambridge Investment Research is a trusted partner for individuals and businesses seeking financial security and stability. Contact us today to learn more about how we can help you achieve your financial goals.
3780 Kilroy Airport Way #200, Long Beach, CA 90806, United States -
Lederer & Associates Investment Counsel
● OpenLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States -
Kensington Investment Counsel
● OpenKensington Investment Counsel is a finance institution located at 5580 2nd Street, Long Beach, California, United States. We specialize in identifying and managing a wide range of proprietary investment solutions to help our clients achieve their financial goals. Our team is dedicated to providing personalized financial advice and services to meet the unique needs of each individual. Additionally, we are committed to ensuring that our website is accessible to all users, regardless of ability or circumstance. We adhere to the Web Content Accessibility Guidelines 2.1 (WCAG 2.1) to provide a user-friendly experience for everyone. If you have any feedback or suggestions for improving our website's accessibility, please don't hesitate to contact us. We are constantly striving to enhance our services and technologies to provide the best possible experience for all clients.
5580 2nd St #209, Long Beach, CA 90803, United States -
Timothy D Mc Vey Eacfp
● OpenTimothy D Mc Vey Eacfp is a reputable finance institution located at 6700 Pacific Coast Highway in Long Beach, California, United States. With a strong focus on providing expert financial services and solutions, this institution 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, the experienced team at Timothy D Mc Vey Eacfp is committed to providing personalized and professional assistance. Visit them today to see how they can help you secure your financial future.
6700 Pacific Coast Hwy, Long Beach, CA 90803, United States -
Stifel
● OpenStifel is a prominent financial institution located at 6700 California 1 in Long Beach, California, United States. Specializing in various financial services, Stifel offers expert advice and solutions to help individuals and businesses achieve their financial goals. With a strong reputation for reliability and professionalism, Stifel is committed to providing top-notch financial services to its clients.
6700 CA-1 Suite 230, Long Beach, CA 90803, United States -
Wolfslau Group
● OpenThe Wolfslau Group is a leading finance institution located at 6700 California 1 in Long Beach, California, United States. With a reputation for excellence and expertise in the financial industry, the Wolfslau Group offers a wide range of financial services to clients. From investment planning to wealth management, the institution is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, the Wolfslau Group is a trusted partner for all financial needs.
6700 CA-1, Long Beach, CA 90803, United States -
재정보험 전문 에이전트 유니스 한
● OpenUniS Han, a specialized financial insurance agent, located at 6281 Beach Boulevard, Buena Park, California, United States, understands that preparing for retirement, one of the most important moments in your life, can be overwhelming. But worry not! We design tailored plans for you through various financial insurances such as life insurance, annuities, and 401K, analyzing your current and future financial situation to help you achieve your retirement goals. We provide personalized plans based on your individual circumstances, offering information on investment and insurance products while considering details such as income, expenses, and debts to present you with the most suitable plan. Trustworthy and reliable, UniS Han can alleviate your worries about the future. Join us in preparing for your future with services including pension, long-term care, life insurance, retirement planning, and cancer insurance. Experience the Good Life with UniS Han, your expert in financial insurance planning.
6281 Beach Blvd STE 156, Buena Park, CA 90621, United States -
Legacy Retirement Planning
● OpenLegacy Retirement Planning is a leading finance institution located at 535 Magnolia Avenue in Long Beach, California. Our dedicated team of financial experts is committed to helping individuals plan for their retirement by providing personalized and comprehensive financial strategies. Whether you are looking to build wealth, protect your assets, or ensure a comfortable retirement, Legacy Retirement Planning is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
535 Magnolia Ave UNIT 102, Long Beach, CA 90802, United States -
Brian Asher - Morgan Stanley
● OpenBrian Asher - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Brian Asher - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals, families, and businesses. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Brian Asher - Morgan Stanley is committed to helping you succeed.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States
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