Financial advisor for professionals in Huntington Beach, California
48 results found
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Primerica Financial Services
● ClosedPrimerica Financial Services is a leading finance and insurance agency located at 16835 Algonquin Street in Huntington Beach, California. With a strong presence in the United States, Primerica offers a wide range of financial services including investment planning, retirement solutions, and insurance products. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking to build wealth, protect your assets, or plan for retirement, Primerica Financial Services is committed to providing personalized solutions to meet your needs.
16835 Algonquin St # 209, Huntington Beach, CA 92649, United States -
Courtney Kellis: Primerica - Financial Services
● OpenCourtney Kellis: Primerica - Financial Services is a finance and insurance agency located at 16541 Gothard Street in Huntington Beach, California. With a focus on providing top-notch financial services, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Courtney Kellis: Primerica is dedicated to providing personalized and professional service. Visit their office in Huntington Beach to learn more about how they can help you secure your financial future.
16541 Gothard St # 109, Huntington Beach, CA 92647, United States -
Mai Khanh Thi Nguyen, Financial Professional - New York Life
● OpenMai Khanh Thi Nguyen is a dedicated financial professional at New York Life, located at 7711 Center Avenue in Huntington Beach, California. With expertise in finance and insurance, Mai Khanh Thi Nguyen provides personalized financial solutions to help clients achieve their financial goals and secure their futures. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Mai Khanh Thi Nguyen is committed to providing you with the guidance and support you need to make informed financial decisions. Contact Mai Khanh Thi Nguyen at New York Life today to start planning for a more secure financial future.
7711 Center Ave #600, Huntington Beach, CA 92647, United States -
Surf City Financial Group
● ClosedSurf City Financial Group is a premier financial institution located in the picturesque city of Huntington Beach, California. Situated at 15205 Springdale Street, this finance company offers a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, retirement planning, or assistance with loans and mortgages, Surf City Financial Group has a team of experienced professionals ready to assist you. With a commitment to personalized service and a dedication to excellence, this institution is a trusted partner for all your financial needs.
15205 Springdale St, Huntington Beach, CA 92649, United States -
Titan Financial
● ClosedTitan Financial is a reputable finance institution located at 16531 Bolsa Chica Street in Huntington Beach, California. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, Titan Financial is here to help. With a focus on customer satisfaction and personalized solutions, we strive to help our clients achieve their financial goals. Contact us today to schedule a consultation and see how we can assist you with your financial needs.
16531 Bolsa Chica St #250, Huntington Beach, CA 92649, United States -
Apella – Huntington Beach
● ClosedApella's Huntington Beach office, located at 5011 Argosy Avenue, Suite 7, in Huntington Beach, California, is a team of fee-only Registered Investment Advisors specializing in comprehensive wealth management services. Our dedicated team aims to empower primarily women and families to confidently navigate their financial lives, particularly during periods of significant change. With personal experiences in life-altering events, we offer unique insights and empathetic support to our clients. We believe that wealth is not just about the money you have, but also about using your resources to create the life you desire. Through our services, we help clients make the most of their financial resources to enhance their lives, support their families, and contribute to their communities.
5011 Argosy Ave, Huntington Beach, CA 92649, United States -
Pacific Tax Advisors
● ClosedPacific Tax Advisors, located at 2130 Main Street in Huntington Beach, California, is a leading institution in accounting and finance. They specialize in helping businesses streamline their financial systems, monitor profit margins, cash controls, account management, and tax strategy. With a team of experts, Pacific Tax Advisors has assisted numerous businesses in navigating complex financial matters and avoiding common pitfalls. They are dedicated to providing top-notch service and guidance to their clients. Contact them today to see how they can help your Newport Beach business thrive.
2130 Main St #190, Huntington Beach, CA 92648, United States -
Accurate Financial & Tax
● ClosedAccurate Financial & Tax is a trusted accounting and finance institution located at 17612 Beach Boulevard in Huntington Beach, California. Our team of experts is dedicated to providing accurate and reliable financial services to individuals and businesses in the area. In light of the ongoing COVID-19 pandemic, we prioritize the health and safety of our customers and employees. We strictly adhere to guidelines provided by health officials, federal, state, and local governments, as well as the Centers for Disease Control and Prevention (CDC).
17612 Beach Blvd #2, Huntington Beach, CA 92647, United States -
California Financial and Real Estate Center, inc
● OpenCalifornia Financial and Real Estate Center, Inc. is a leading finance institution located in Huntington Beach, California. Our experienced team of professionals provide expert financial and real estate services to individuals and businesses in the area. Whether you are looking to invest in real estate, secure a loan, or plan for your financial future, our dedicated staff is here to help. Visit us at 16882 Bolsa Chica Street to learn more about how we can assist you in achieving your financial goals.
16882 Bolsa Chica St #102, Huntington Beach, CA 92649, United States -
Huntington Financial
● OpenHuntington Financial is a leading finance institution located at 428 Main Street in beautiful Huntington Beach, California. Our team of experienced professionals is dedicated to providing our clients with top-notch financial services and solutions to help them achieve their financial goals. Whether you are looking for assistance with investments, retirement planning, or wealth management, our experts are here to help. Visit us today to see how Huntington Financial can help you secure your financial future.
428 Main St #205, Huntington Beach, CA 92648, United States -
Pacific Shores Financial
● OpenPacific Shores Financial is a reputable finance institution located at 20902 Brookhurst Street in Huntington Beach, California. As a trusted financial services provider, we offer a wide range of financial solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized service and expert advice. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, Pacific Shores Financial is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
20902 Brookhurst St, Huntington Beach, CA 92646, United States -
Amr Elgamal - Private Client Advisor
● OpenAmr Elgamal - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. Our dedicated team of professionals provides personalized financial advice and services to high-net-worth individuals looking to grow and protect their wealth. With a focus on building long-term relationships and understanding each client's unique financial goals, we offer tailored solutions to help our clients achieve financial success. Trust in Amr Elgamal - Private Client Advisor for expert guidance and support in managing your wealth.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Adams Beach Income Tax
● OpenAdams Beach Income Tax is a trusted accounting and finance institution located at 19772 Trident Lane in Huntington Beach, California. With a commitment to providing high-quality tax services, Adams Beach Income Tax helps individuals and businesses navigate the complexities of income tax preparation and planning. Their team of experienced professionals offers personalized assistance to ensure clients maximize their tax savings and minimize liabilities. Whether you need assistance with tax preparation, planning, or consulting, Adams Beach Income Tax is dedicated to helping you achieve financial success.
19772 Trident Ln, Huntington Beach, CA 92646, United States -
Jason Starkman - State Farm Insurance Agent
● ClosedWelcome to Jason Starkman - State Farm Insurance Agent located at 18377 Beach Boulevard in Huntington Beach, California. Since 2011, our agency has been dedicated to helping individuals, families, and small business owners with all their insurance and financial service needs. We serve customers in California, Arizona, Nevada, and Oregon. As a small business owner himself, Jason Starkman specializes in providing insurance solutions for general liability, workers compensation, commercial auto, and errors & omission insurance. We offer complimentary insurance and financial reviews focusing on asset protection, college planning, and short and long-term savings plans.
18377 Beach Blvd Ste 326, Huntington Beach, CA 92648, United States -
Alexander Clarke: Allstate Insurance
● ClosedAlexander Clarke: Allstate Insurance is a reputable insurance agency located at 4952 Warner Avenue in Huntington Beach, California. Specializing in providing a wide range of insurance products and services, this institution is known for its reliability and commitment to customer satisfaction. Whether you are looking for auto, home, life, or business insurance, the experienced professionals at Alexander Clarke: Allstate Insurance are dedicated to helping you find the right coverage to meet your needs. Visit their office today to speak with a knowledgeable agent and secure the protection you and your loved ones deserve.
4952 Warner Ave #205, Huntington Beach, CA 92649, United States -
Farmers Insurance - Rachel Ritter
● ClosedFarmers Insurance - Rachel Ritter is an insurance agency located at 5500 Bolsa Avenue, Huntington Beach, California, United States. As your local Farmers® agent, Rachel Ritter helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, or more, Rachel provides personalized and straightforward service to make sure you are well-informed about your insurance options. With over 80 years of experience, Farmers® offers competitive rates and multi-line insurance discounts to help you save money. From auto and home insurance to life insurance and business insurance, Rachel Ritter can help you customize an insurance package to reduce your risk and protect your investments. Contact Rachel today for a comprehensive insurance plan tailored to your needs and goals.
5500 Bolsa Ave #140, Huntington Beach, CA 92649, United States -
The Ryan Group inc
● ClosedThe Ryan Group Inc. is a CPA firm located at 5500 Bolsa Avenue in Huntington Beach, California. With over 30 years of experience, we are highly qualified to help you navigate complex federal and state tax laws. Our team follows professional standards to provide informed, objective, and honest opinions on accounting issues. We specialize in business valuations, ownership allocations, partnership disputes, mergers and acquisitions, and more. Our expertise also includes marital/partnership dissolution, divorce settlement analysis, community/separate property issues, and estate valuations. As a Certified QuickBooks Advisor, we can help you establish financial systems and safeguards to achieve your goals. Our team is trained in various disciplines associated with general accounting practice, including cash flow analysis and company management benchmarks. We can assist with compliance filings, operating budgets, and other financial concerns for your business. Contact us at (714) 373-3688 for professional and efficient services.
5500 Bolsa Ave Suite 125, Huntington Beach, CA 92649, United States -
Bob Hintz - Thrivent
● ClosedBob Hintz - Thrivent is a finance institution located at 5200 Warner Avenue in Huntington Beach, California, United States. They are licensed in multiple states including AZ, CA, ID, MN, NV, and TX. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products through Thrivent and securities and investment advisory services through Thrivent Investment Management Inc. Their financial advisors are credentialed to provide investment advisory services, and more information can be found on their website or through FINRA's Broker Check. For details on professional designations and requirements, visit their website. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with a lawyer or tax professional for those matters.
5200 Warner Ave # 107, Huntington Beach, CA 92649, United States -
Unique Investment Corps
● OpenUnique Investment Corps is a premier financial institution located in Huntington Beach, California. Our ATM services provide convenient access to cash for our clients. As a trusted name in the finance industry, we offer a wide range of investment opportunities and financial services to help our clients achieve their financial goals. Visit us at 7028 Kearny Drive to experience the unique and innovative approach to investing and financial management.
7028 Kearny Dr, Huntington Beach, CA 92648, United States -
U.S. Bank - Wealth Management Banker: Michael Velasco
● ClosedU.S. Bank's Wealth Management Banker, Michael Velasco, offers personalized financial services and expert advice to clients at their location on 19900 Beach Boulevard in Huntington Beach, California. As a trusted professional in the finance industry, Michael Velasco is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, U.S. Bank provides comprehensive services to individuals and families looking to grow and protect their assets. Visit Michael Velasco at U.S. Bank in Huntington Beach for top-tier financial guidance and support.
19900 Beach Blvd, Huntington Beach, CA 92648, United States -
Riordan & Associates
● ClosedRiordan & Associates is a reputable accounting and finance institution located at 19744 Beach Boulevard in Huntington Beach, California, United States. With a strong commitment to the accounting and tax industry, our team of highly experienced professionals has over 20 years of experience working with small and mid-size businesses and individuals in Orange County, CA. We pride ourselves on conducting our business in a professional manner, utilizing the latest technology and resources to provide top-notch accounting and tax services. Our team is responsive and available when you need us the most, ensuring that your individual and business accounting needs are met with the care they deserve.
19744 Beach Blvd #276, Huntington Beach, CA 92648, United States -
Catherine Fullerton - Thrivent
● ClosedCatherine Fullerton - Thrivent is a finance institution located at 18377 Beach Boulevard, Huntington Beach, California, United States. With nearly 20 years of experience, our dedicated team aims to guide you through every step of your financial journey. Specializing in retirement planning, tax-efficient strategies, and providing financial peace, we also offer services in investment management and protection against extended care, death, and disability. Thrivent has a strong capital position in the industry, but it is our unique mission that sets us apart. Licensing information can be found on your State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, so be sure to consult your attorney or tax professional. We offer advice and guidance through our Financial Planning Framework, with the option to further engage in our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Our financial advisors are credentialed to provide investment advisory services, ensuring that you receive the best guidance for your financial goals. Visit our website or FINRA’s Broker Check for more information about our services and professionals.
18377 Beach Blvd Suite 215, Huntington Beach, CA 92648, United States -
MWJ Wealth Stategies LLC
● ClosedMWJ Wealth Strategies LLC is a premier finance institution located in the heart of Huntington Beach, California. Our team of experienced professionals is dedicated to providing top-notch wealth management strategies tailored to meet the unique needs and goals of our clients. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, MWJ Wealth Strategies LLC is here to help. Visit us at 7777 Center Avenue and let us guide you towards financial success.
7777 Center Ave, Huntington Beach, CA 92647, United States -
Olson & Associates
● ClosedOlson & Associates is a reputable accounting and finance institution located at 2130 Main Street in Huntington Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance. Whether you need help with managing your finances or preparing for tax season, Olson & Associates is dedicated to helping you achieve your financial goals.
2130 Main St #190, Huntington Beach, CA 92648, United States -
Fine Form Accounting
● ClosedFine Form Accounting is a reputable institution located in Huntington Beach, California, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Fine Form Accounting is here to help. Visit us at 7641 Talbert Avenue to experience our expertise and commitment to excellence in accounting and finance.
7641 Talbert Ave Ste 215, Huntington Beach, CA 92648, United States -
Jeremy Tysor - Thrivent
● ClosedJeremy Tysor - Thrivent is a finance institution located at 5200 Warner Avenue in Huntington Beach, California. Licensed in multiple states including Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Michigan, Minnesota, Missouri, North Carolina, Nevada, Oregon, Pennsylvania, Texas, Utah, Washington, and Wisconsin. The institution offers insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can receive advice and guidance on their financial situation through the Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals. The institution is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. Additional information on professional designations and requirements can be found at https://www.thrivent.com/designations.
5200 Warner Ave # 107, Huntington Beach, CA 92649, United States -
The Mortgage Hub
● ClosedThe Mortgage Hub is a leading finance and real estate agency located at 5882 Bolsa Avenue in Huntington Beach, California, United States. With a team of experienced professionals, we specialize in providing top-notch mortgage services to help our clients achieve their dream of homeownership. Whether you are a first-time homebuyer or looking to refinance your existing mortgage, our experts are here to guide you through the process and find the best solution for your financial needs. Visit us at The Mortgage Hub and let us help you secure the perfect home loan for your future.
5882 Bolsa Ave Ste #250, Huntington Beach, CA 92649, United States -
GATES & ASSOCIATES
● ClosedGates & Associates is a reputable accounting and finance institution located at 15061 Springdale Street in Huntington Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can trust Gates & Associates to provide expert advice and personalized solutions to help them achieve their financial goals. Whether you are an individual looking for tax assistance or a business in need of financial guidance, Gates & Associates is committed to providing top-notch service and support.
15061 Springdale St STE 202, Huntington Beach, CA 92649, United States -
michael coleman, ph.d
● OpenMichael Coleman, Ph.D. is a renowned finance institution located at 2124 Main Street in Huntington Beach, California, United States. Led by Dr. Michael Coleman, this institution offers expert financial services and advice to individuals and businesses alike. With a focus on research and analysis, Dr. Coleman and his team provide innovative solutions to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management, Michael Coleman, Ph.D. is dedicated to providing personalized and professional services to meet your needs.
2124 Main St, Huntington Beach, CA 92648, United States -
Capital Planning Group, LLC - Jennifer Zaat-Wright, CFP
● ClosedCapital Planning Group, LLC - Jennifer Zaat-Wright, CFP is a finance institution located at 20422 Beach Boulevard in Huntington Beach, California, United States. With a focus on providing expert financial planning and investment advice, Jennifer Zaat-Wright, a Certified Financial Planner, leads a team of professionals dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Capital Planning Group, LLC is committed to providing personalized solutions tailored to your specific needs. Trust in their expertise and experience to guide you towards a secure financial future.
20422 Beach Blvd Suite 410, Huntington Beach, CA 92648, United States
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