TOP 30 Financial advisor for tax planning in Long Beach, California

234 results found

Salvini Financial Planning is a trusted finance institution located at 30 San Miguel Street in the picturesque Avila Beach, California. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to save for retirement, manage your wealth, or plan for your children's education, Salvini Financial Planning is here to provide expert guidance and support. Visit us today to start your journey towards financial security and success.

Finn Financial Group is a leading finance institution located in Newport Beach, California. With a prime location at 260 Newport Center Drive, our team of experienced professionals provides a wide range of financial services to help clients achieve their goals. Whether you need assistance with investments, retirement planning, or wealth management, our dedicated experts are here to guide you every step of the way. Trust Finn Financial Group for all your financial needs in Newport Beach and beyond.

Fast Tax Relief, LLC is a financial institution located at 3711 Long Beach Boulevard, Long Beach, California, United States. Specializing in accounting, finance, and legal services, we offer tax relief, levy relief, and affordable tax solutions to individuals and businesses facing IRS or state tax debt issues. Our team of experienced professionals, including tax attorneys, CPA’s, and Enrolled Agents, work tirelessly to reduce tax liabilities and provide personalized assistance to each client. We understand the stress and uncertainty that comes with dealing with tax problems, which is why we offer transparent pricing with affordable flat fees for all services. Our goal is to provide comprehensive tax relief solutions without any hidden costs or fees. Whether you are facing wage garnishments, bank levies, or property seizures, we can help you navigate the complex tax system and find the best resolution for your specific situation.

Bryson Financial is a reputable finance and insurance agency located at 3777 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, Bryson Financial offers a wide range of financial services and insurance products to help clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Bryson Financial is dedicated to providing personalized solutions tailored to your specific needs. Contact us today to learn more about how we can help you secure your financial future.

EZEP Financial & Insurance Services is a reliable insurance agency located at 22930 Crenshaw Boulevard in Torrance, California. Led by the knowledgeable and trustworthy Enrique Zepeda, this agency is known for providing detailed information and offering the best options available to suit individual needs. Whether you are looking for insurance coverage or financial services, EZEP Financial & Insurance Services is dedicated to helping you make informed decisions. Visit their additional location at 1601 Pacific Coast Hwy Suite 290 in Hermosa Beach for convenient service.

Wholehearted Financial Services LLC is an insurance agency located at 7191 Myrtle Avenue, Long Beach, California. Our mission is to provide clients with sincere and wholehearted financial services to help them achieve success. We believe in nurturing your finances to create a strong foundation for your family and future generations. Our team is licensed in multiple states, including California, Texas, Alabama, Florida, and Utah. While we offer a range of financial planning services, we recommend seeking advice from a tax or legal professional for personalized guidance. Our services are available to U.S. residents and are provided by Wholehearted Financial Services LLC, registered with the California Secretary of State. Please note that insurance offerings may vary by state, so it is important to verify the registration and licensing of your agent or advisor. Contact us today to learn more about how we can support your financial goals. License #0H00174.

JP Financial & Tax Services is an accounting firm located at 500 East Calaveras Boulevard in Milpitas, California. Specializing in tax preparation services, including for CPAs and ITIN applications, as well as company incorporation services, we offer professional accounting services tailored to your needs. Our team speaks multiple languages including English, Mandarin, Cantonese, and Vietnamese to better serve our diverse clientele. In addition to tax services, we also provide payroll services such as computation, processing, reporting, and tax filing. With offices in Milpitas, Seattle, and Long Beach, we are able to cater to clients both in person and remotely. Let us handle your financial needs so you can focus on growing your business.

Edward Jones - Financial Advisor: Moyses Muguira is a reputable financial institution located at 911 Price Street in Pismo Beach, California, United States. As a dedicated financial advisor, Moyses Muguira provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping clients navigate their financial journey with confidence and peace of mind. Trust in Edward Jones - Financial Advisor: Moyses Muguira for expert financial guidance and support.

Platinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up. As a division of ARES, a non-profit company, we prioritize our clients' needs and operate under the Fiduciary Standard. Our team conducts informational workshops at various universities in California, including UCLA, Cal State Long Beach, and UC Irvine, where we present strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes. In addition to our financial planning services, we also offer insurance products through our division, Platinum Life Financial and Insurance Services. Clients may require insurance tools such as Life Insurance, Annuities, or Long-Term Care options to meet their retirement income and protection needs.

Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.

Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 1230 Rosecrans Avenue in Manhattan Beach, California, United States. With a team of experienced professionals led by Audrey A Stansbury, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), the institution offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones is dedicated to providing expert guidance and support every step of the way.

Platinum Wealth Advisors is a leading finance institution located at 9595 Wilshire Boulevard in Beverly Hills, California. Specializing in Retirement Planning, Tax Planning, and Wealth Management, we offer informational workshops at various universities in the area. As a division of ARES, a non-profit company, we prioritize our clients' needs and focus on strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes for pre-retirees and retirees aged 60 and up. Our Insurance division, Platinum Life Financial and Insurance Services, provides products such as Life Insurance, Annuities, and Long-Term Care options to help clients meet their retirement income and protection needs. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to serving our clients with integrity and professionalism.

Platinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management. Located at 100 Oceangate in Long Beach, California, our team operates under the Fiduciary Standard, always prioritizing our clients' needs. We offer informative retirement workshops at various universities in California, presenting strategies to maximize Social Security benefits, reduce risk, and minimize taxes. Our clients, primarily pre-retirees and retirees aged 60 and up, can also benefit from insurance services provided by Platinum Life Financial and Insurance Services. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today for personalized financial advice and investment solutions.

Scalco Financial is a reputable accounting and finance institution located at 207 East Broadway in Long Beach, California, United States. With a team of experienced professionals, Scalco Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advisory. Whether you are an individual looking for personal financial management or a business seeking expert accounting solutions, Scalco Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust Scalco Financial to help you navigate the complex world of finance with expertise and integrity.

Halbert Hargrove Global Advisors is a finance institution located at 111 West Ocean Boulevard in Long Beach, California. Founded in 1933, our firm offers a range of services including investing, tax planning, retirement planning, and life-based event planning. Our team of experienced advisors is dedicated to helping clients achieve their financial goals, whether they are local or located across the country. We are proud to have been ranked No. 8 on the 2023 CNBC Financial Advisor 100 list, showcasing our commitment to excellence in wealth management. If you are in the Long Beach area, we invite you to contact us for a consultation to see how we can assist you in planning and investing for your future.

Unicon Financial Services is a reputable finance institution located at 200 Pine Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Trust Unicon Financial Services to provide you with expert advice and personalized solutions to meet your financial needs.

Crux Wealth Advisors, LLC is a renowned finance institution located at 3444 East Anaheim Street in Long Beach, California, United States. With a team of experienced financial experts, Crux Wealth Advisors offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or grow your assets, the advisors at Crux Wealth Advisors are dedicated to providing tailored solutions to meet your needs. Trust Crux Wealth Advisors, LLC to guide you towards financial success and security.

Zahn & Zahn Estate Financial & Tax is a trusted accounting and finance institution located in Long Beach, California. Our team of experienced professionals is dedicated to providing comprehensive financial and tax services for individuals and businesses. Whether you need assistance with estate planning, tax preparation, or investment strategies, our experts are here to help. Visit us at 2209 North Lakewood Boulevard to learn more about how we can help you achieve your financial goals.

Crux Wealth Advisors, LLC is a leading finance institution located in Long Beach, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Crux Wealth Advisors, LLC, we are committed to providing our clients with the highest level of service and expertise to help them navigate the complexities of the financial world. Visit us at 3900 Kilroy Airport Way to learn more about how we can help you secure your financial future.

Morgan Stanley Financial Advisors is a renowned finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a team of experienced and knowledgeable financial advisors, Morgan Stanley offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trust in Morgan Stanley for expert financial guidance and secure your financial future today.

Wealth Management Financial Advisors is a comprehensive financial services institution located at 3701 Long Beach Boulevard in Long Beach, California. Our team of experienced professionals specialize in accounting, finance, insurance, and real estate services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our advisors are dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Norm Cauntay, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the dedicated team at Edward Jones is committed to providing personalized solutions tailored to your individual needs. Trust Edward Jones to guide you towards a secure financial future.

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.

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.

Prosperity 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.

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.

Principal 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.

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.

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.

Apella'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.