Financial advisors in Long Beach, California

Gregory Zappas - Morgan Stanley Private Wealth Advisor is a prestigious financial institution located at 800 Newport Center Drive in Newport Beach, California, United States. As a private wealth advisor, Gregory Zappas provides personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building long-term relationships and delivering customized solutions, Gregory Zappas helps clients achieve their financial goals and secure their financial future. Trustworthy and experienced, Gregory Zappas - Morgan Stanley Private Wealth Advisor is dedicated to providing top-notch financial services to clients in Newport Beach and beyond.

ProCore Advisors, LLC. is a premier financial institution located in Newport Beach, California. With a team of experienced financial advisors, ProCore Advisors offers a wide range of financial services including investment management, wealth planning, and retirement planning. Their personalized approach to financial planning ensures that each client receives tailored solutions to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, ProCore Advisors is dedicated to helping you secure a sound financial future. Visit their office at 1101 Dove Street to learn more about how they can help you navigate the complexities of the financial world.

Pamela Lee Carter, CFP, CRPC, CEPA at UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California. Specializing in comprehensive financial planning, investment strategies, and retirement planning, Pamela Lee Carter and her team provide personalized services to help clients achieve their financial goals. With a focus on wealth management and asset protection, they offer a wide range of services to individuals, families, and businesses. Contact Pamela Lee Carter at UBS Financial Services Inc. for expert financial advice and guidance.

Merrill Lynch Financial Advisor Carlos Mladineo is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Lending services are provided through Bank of America, N.A. The institution offers personalized wealth analysis to help clients build a customized financial plan centered on their goals. With a team supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. The institution caters to a diverse group of affluent clients from various industries and backgrounds, including private business owners, venture-backed founders, corporate executives, and finance leaders. They provide comprehensive wealth management services tailored to reflect each client's unique circumstances, priorities, and values. The institution's approach is grounded in an extensive discovery process to create a clear picture of clients' financial situations and help them achieve their goals. They offer assistance with financing, estate planning, charitable giving, and more. The team at Merrill Lynch Financial Advisor Carlos Mladineo is dedicated to simplifying all aspects of their clients' financial lives and ensuring they are on track to achieve their goals.

Merrill Lynch Financial Advisor Tino J Pagano, located in Newport Beach, California, is a finance institution dedicated to building meaningful relationships with affluent families, professionals, business executives, and entrepreneurs. With over three decades of experience, Tino Pagano offers personalized wealth management strategies to help clients grow, preserve, and transfer their wealth. As a graduate of the University of Southern California and a former walk-on for the football team, Tino understands the needs of his clients, including women who may take on financial responsibilities at various stages of their lives. By simplifying the complex wealth management process and working seamlessly with other advisors, Tino strives to provide a superior level of service to every relationship. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Tino helps clients develop personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Tino and his team are committed to building strong client relationships based on trust and personalized service. Whether clients are planning for retirement, funding education, or passing wealth to future generations, Tino's mission is to understand their unique needs and help them achieve their financial goals. By staying informed of changes in clients' lives and the financial markets, Tino works to keep clients on track to pursue what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Tino J Pagano is dedicated to helping clients live their best financial lives.

Continental Specialty Insurance and Income Tax has been serving the Long Beach community for over 31 years. Located at 4130 Atlantic Avenue in California, this institution is a trusted accounting, finance, and insurance agency. With a strong track record of providing top-notch services, Continental Specialty Insurance and Income Tax is dedicated to helping individuals and businesses with their financial needs. Whether you are looking for insurance coverage or need assistance with income tax preparation, you can rely on the expertise and professionalism of this established institution.

Steve Crowder - Private Client Advisor is a top-tier financial institution located at 11202 Donner Pass Road in Truckee, California. As a dedicated private client advisor, Steve Crowder provides personalized financial services to high-net-worth individuals and families. With a strong focus on building long-term relationships, Steve offers tailored investment strategies, wealth management solutions, and comprehensive financial planning services. Trustworthy, experienced, and committed to excellence, Steve Crowder - Private Client Advisor is the go-to choice for affluent clients seeking expert financial guidance in the Truckee area.

Welcome to BusyBook Advisors, your trusted partner in accounting and financial clarity located at 200 Pine Avenue, Long Beach, California. As a premier team of Bookkeepers, Accountants, Tax Advisors, and QuickBooks Certified ProAdvisors, we are dedicated to empowering small business owners with the financial insights they need to succeed. At BusyBook Advisors, we understand that managing bookkeeping and accounting duties can be overwhelming when you're focused on running your business. That's where we step in, offering expert services in bookkeeping, accounting, and tax management so you can concentrate on what you do best. Whether you're looking to establish a new LLC or corporation, streamline your credit card and ACH payment processing, or enhance your business strategy, our professionals are here to guide you every step of the way.

Welcome to Edward Jones - Financial Advisor: Philippe-Joseph Eustache, your trusted partner in navigating the complex world of finance. Conveniently located at 1650 South Pacific Coast Highway, Redondo Beach, California 90277, we are dedicated to helping you achieve your financial goals with personalized advice and tailored solutions. At Edward Jones, we prioritize your privacy and security. To learn more about how we protect your data, please visit our Privacy and Security page. We use the information we collect to provide personalized services, content, and offers, and to enhance our marketing and research efforts.

Welcome to Marcus Lynn Tyrone: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Long Beach, California. Situated at 3605 Long Beach Boulevard, our dedicated team is committed to empowering individuals and families with the knowledge and tools needed to achieve financial security and peace of mind. As a leading finance and insurance agency, we specialize in providing personalized strategies that cater to your unique financial goals. Whether you're looking to secure your future with comprehensive insurance coverage, plan for retirement, or explore investment opportunities, our expert advisors are here to guide you every step of the way.

Welcome to 7 Figures Funding Long Beach, your trusted partner in financial growth and success. Located at 111 West Ocean Boulevard, Long Beach, California, our firm specializes in providing tailored financial solutions that empower businesses and individuals to achieve their financial goals. Our dedicated team of experts is committed to offering personalized service, whether you are looking for business funding, investment opportunities, or financial planning. With a deep understanding of the financial landscape and a passion for helping our clients succeed, 7 Figures Funding Long Beach is your go-to resource for comprehensive financial support. Visit us today to discover how we can help you navigate your financial journey with confidence.

Welcome to Wells Fargo Advisors Financial Network, your trusted partner in financial planning and investment management, located at 3738 Bayer Avenue, Long Beach, California. Our dedicated team of experienced financial advisors is committed to helping you achieve your financial goals through personalized strategies and expert guidance. We offer a comprehensive range of services, including investment planning, retirement strategies, wealth management, and more, all tailored to meet your unique needs. At Wells Fargo Advisors Financial Network, we pride ourselves on building long-lasting relationships with our clients, founded on trust, integrity, and exceptional service. Visit us today to discover how we can assist you in navigating your financial future with confidence.

Welcome to Edward Jones - Financial Advisor: Johnathon M Quinones, your trusted partner in financial planning located at 5150 East Pacific Coast Highway, Long Beach, California 90804. Specializing in personalized financial advice, we are committed to helping you plan and secure your financial future. Whether you're just starting out or looking to refine your financial strategy, our tools like the Starting Point and the "My Priorities" quiz are designed to guide you through the process of identifying and prioritizing your financial goals. Stay informed with our weekly market highlights and economic news summaries, providing you with the insights needed to make informed decisions. Our services are tailored for U.S. residents, and our dedicated financial advisors are here to assist you in states where they are properly registered. Please be aware that not all investments and services are available in every state.

Welcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.

Welcome to Edward Jones - Financial Advisor: Sean Smith, your trusted partner in Laguna Beach, California, for comprehensive financial services. Located at 32392 Coast Highway, our office is dedicated to helping you plan and secure your financial future with personalized strategies tailored to your needs. At Edward Jones, we prioritize your privacy and data security. For detailed information on how we use and protect your data, please visit our Privacy and Security page. We collect information to deliver personalized services, content, and offers, tailor our marketing efforts, and enhance your experience with our digital platforms.

Jerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.

Nelson & Associates Tax Resolution is a trusted institution located at 4401 Atlantic Avenue in Long Beach, California, specializing in accounting, finance, and legal services. If you are facing tax issues and the IRS is knocking on your door, our experienced Tax Resolution Team is here to help. We understand the stress and financial burdens that come with dealing with the IRS, and we work tirelessly to shield our clients from their overbearing demands. With years of hands-on tax experience, we will assess your financial situation, address the IRS's claims, and provide solutions to help you overcome your tax problems with minimal effort on your end. Our clients have praised us for our expertise, attention to detail, and life-saving assistance. Trust Nelson & Associates Tax Resolution to guide you through your tax challenges and provide you with the support you need to achieve financial peace of mind.

Susie Atwood - State Farm Insurance Agent is a reputable insurance agency located at 5624 2nd Street in Long Beach, California. As an experienced State Farm agent, Susie Atwood offers a range of insurance products including auto, life, and financial services. With over 30 years in the industry, Susie and her dedicated team, Recki, Michele, and Dina, are committed to providing exceptional service to customers in Long Beach, Lakewood, Signal Hill, Seal Beach, and Orange County. Whether you need assistance with auto insurance, home insurance, life insurance, or business insurance, the team at Susie Atwood is here to help. They also offer in-person and virtual appointments to accommodate your schedule. Susie Atwood's personal journey from Olympic swimmer to successful State Farm agent reflects her dedication to the Long Beach community. She values local businesses and actively supports charitable organizations like the Joy of Giving/Spark of Love toy drive. Additionally, she is a member of the Long Beach Century Club and serves on the board for the Los Altos YMCA.

Linda Tysol - State Farm Insurance Agent is a trusted insurance agency located at 4136 South Street in Lakewood, California, United States. With over 40 years of experience, Linda Tysol and her team are dedicated to helping customers with their Auto, Life, and Health insurance needs in the Los Angeles and Orange County areas, as well as in Arizona. Linda Tysol is a long-time resident of the Lakewood and Long Beach community, and is actively involved in her local church and enjoys spending time with her family. The agency's vision is to be recognized as a caring group of professionals who go the extra mile for their customers.

Welcome 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.

Sancus Tax, located at 4401 Atlantic Avenue in Long Beach, California, is a trusted institution specializing in accounting and finance. Our team of experienced tax professionals has over 39 years of expertise in tax law and negotiations with the IRS, ensuring excellent guidance and support for all your tax issues. We offer a proven 4-step process to address your tax problems, including evaluating your financial situation, devising a strategy, working to solve your tax issues, and achieving a successful resolution. Our dedicated team focuses on stopping collection actions, releasing and preventing liens, and resolving back taxes to maximize your savings and provide you with a stress-free financial future.

Tax Prose Inc. is a leading accounting and finance institution located at 235 East Broadway in Long Beach, California, United States. With a team of experienced professionals, Tax Prose Inc. provides expert tax preparation, financial planning, and accounting services to individuals and businesses. Whether you need assistance with tax filing, budgeting, or investment strategies, Tax Prose Inc. is dedicated to helping you achieve your financial goals. Trust Tax Prose Inc. for all your accounting and finance needs.

Liberty Tax is a renowned finance institution located at 412 West Pacific Coast Highway in Long Beach, California. With a commitment to providing expert tax services and financial guidance, Liberty Tax is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, planning, or financial consulting, the knowledgeable professionals at Liberty Tax are here to assist you every step of the way. Trust in Liberty Tax for all your financial needs in Long Beach, California.

Welcome to Jeff the Mortgage Expert, your go-to strategic partner for building and scaling your real estate portfolio. Located at 5280 2nd Street, Long Beach, California, we specialize in finance and real estate, offering innovative solutions to meet the unique needs of property investors. If you've ever faced challenges with traditional residential mortgage lending, you're not alone. Our team of investor financing strategists at BluPrint has revolutionized the lending process, making it simpler and more efficient. As seasoned investors ourselves, we understand the hurdles you face and have designed a comprehensive blueprint to help you succeed, whether you're just starting out or looking to expand your portfolio.

Welcome to Beacon Hillcrest, your trusted partner in finance and real estate located in the heart of Long Beach, California. Situated at 3645 East 4th Street, our agency prides itself on providing personalized and comprehensive services to help you navigate the complex world of real estate and financial planning. Whether you're buying your first home, investing in property, or seeking expert financial advice, our experienced team is here to guide you every step of the way. At Beacon Hillcrest, we are committed to understanding your unique needs and delivering tailored solutions that ensure your success. Visit us today and discover how we can assist you in achieving your financial and real estate goals with confidence and ease.

Samantha Anahid - State Farm Insurance Agent is an insurance agency located at 16561 Bolsa Chica Street in Huntington Beach, California. Specializing in life insurance, the agency aims to provide financial security for your loved ones during life's most important moments. With a background in engineering and finance, the State Farm Agent and her team offer personalized service to help you navigate your insurance and financial needs. Fluent in Spanish, Armenian, and Farsi, the team can effectively assist a diverse range of customers in California and Arizona. Whether you need auto, property, or life insurance, they are ready to help you find the coverage that fits your needs. Beyond their office, the agent enjoys traveling, hiking, and playing piano, always eager to learn and share knowledge with their customers and community. Contact Samantha Anahid - State Farm Insurance Agent for personalized assistance with your insurance needs.

Arlene Bautista - State Farm Insurance Agent is a reputable insurance agency located at 332 Forest Avenue, Laguna Beach, California, United States. Arlene Bautista is a dedicated professional with a Bachelor of Science degree from California State University Long Beach and a Masters Program in Strategic Life Coaching. She is fluent in Spanish and has a passion for mentoring and empowering younger women. Arlene Bautista specializes in auto, life, and health insurance, serving individuals and families in California, Oregon, Nevada, and Arizona. Her office in Laguna Beach offers exceptional insurance and financial services to the community. She caters to customers in various cities including Laguna Niguel, Lake Forest, Dana Point, Laguna Hills, and many more.

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.

Jackson Hewitt Tax Service is a finance institution located at 2006 Long Beach Boulevard in Long Beach, California, United States. Although our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund! Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as it is repaid with your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2024, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Best Tax Services Inc. is a reputable finance institution located at 1403 East 4th Street in Long Beach, California, United States. Specializing in tax services, our team of experienced professionals is dedicated to providing top-notch assistance with tax preparation, filing, and planning. With a commitment to accuracy and efficiency, we strive to help our clients maximize their returns and minimize their liabilities. Trust Best Tax Services Inc. for all your tax needs and experience the difference that personalized, expert advice can make.