Financial consulting firms in Long Beach, CA
76 results found
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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 -
Pacific Wealth Partners
● OpenPacific Wealth Partners is a premier financial institution located at 3333 West Coast Highway in Newport Beach, California. As a leading wealth management firm, we specialize in providing personalized financial solutions to help our clients achieve their financial goals. Our team of experienced advisors offers a comprehensive range of services, including investment management, retirement planning, estate planning, and more. At Pacific Wealth Partners, we are dedicated to helping our clients build and preserve their wealth for the long term. Contact us today to learn more about how we can help you secure your financial future.
3333 West Coast Hwy Suite #530, Newport Beach, CA 92663, United States -
Lederer & Associates Investment Counsel
● ClosedLederer & 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 -
Devon Silber - Morgan Stanley
● OpenDevon Silber - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. As a branch of Morgan Stanley, a renowned global financial services firm, Devon Silber offers a wide range of financial services including investment banking, asset management, wealth management, and more. With a team of experienced professionals, Devon Silber - Morgan Stanley is committed to providing top-notch financial solutions to help clients achieve their financial goals.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
WCM Investment Management
● ClosedWCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States. Our investment philosophy is centered around intentional cultures focused on simple, achievable goals, which are reflected in our organizational ethos. We aim to generate long-term, sustainable excess returns for our clients through innovation, employee incentives aligned with client objectives, and a flat power structure that promotes meritocracy and debate. We offer equity investment advisory services for a diverse range of clients, including corporations, individuals, funds, plans, endowments, and foundations. Our original equity research forms the basis for our goal of achieving long-term excess returns. As an independent asset management firm, we are driven by a spirit of broad-based employee ownership and operate as a profitable, financially sound company with no debt. Explore our institutional and investor class mutual funds on our website for more information.
281 Brooks St, Laguna Beach, CA 92651, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Merrill Lynch Private Wealth Advisor Louis A Berlin
● OpenMerrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Kayne Anderson Rudnick
● ClosedKayne Anderson Rudnick is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for excellence in investment management, Kayne Anderson Rudnick provides personalized financial services to individuals, families, and institutions. Their team of experienced professionals offers a wide range of investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Kayne Anderson Rudnick is dedicated to providing tailored solutions to meet your needs.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
DLK Investment Management
● ClosedDLK Investment Management is a finance institution located at 238 North Cedros Avenue in Solana Beach, California, United States. At DLK, their philosophy is centered around creating long-term value for investors by consistently delivering quality service at every level of the firm.
238 N Cedros Ave #200, Solana Beach, CA 92075, United States -
TRAN & CO., INC APC
● ClosedTRAN & CO., INC APC is a dedicated team of CPAs located in Newport Beach, California. We offer a wide range of accounting and finance services to both individual and business clients. Our firm combines big firm expertise with the personalized touch of a smaller firm, providing expert advice and tax strategies tailored to each client's needs. Our team is experienced in handling everything from pre-revenue startups to mature enterprises, and we prioritize client service and long-term relationships over billings. Our culture is rooted in supporting local businesses and the community, and we believe in the importance of strong relationships with our clients. With active CPA licenses and memberships in professional organizations, our team is well-equipped to handle all of your accounting and finance needs. Whether you need tax preparation, financial statements, or business consulting, TRAN & CO., INC APC is here to help you achieve financial stability and success. Contact us today to learn more about our services and how we can assist you with your financial goals.
20201 SW Birch St STE 250, Newport Beach, CA 92660, United States -
Bellamy & Associates
● OpenBellamy & Associates is a reputable accounting and finance institution located at 1777 North Bellflower Boulevard in Long Beach, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bellamy & Associates is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
1777 N Bellflower Blvd #111, Long Beach, CA 90815, United States -
Johnston Robert CPA
● ClosedJohnston Robert CPA is a reputable accounting and finance institution located at 3636 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 including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Visit Johnston Robert CPA for all your accounting and financial needs.
3636 Long Beach Blvd, Long Beach, CA 90807, United States -
Cooper's Accounting Services, LP
● ClosedCooper's Accounting Services, LP is a reputable accounting and finance institution located at 4300 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cooper's Accounting Services, LP is dedicated to providing reliable and efficient solutions tailored to meet your specific needs. Trustworthy and dependable, they are committed to helping clients achieve their financial goals and ensuring their success. Visit Cooper's Accounting Services, LP today for all your accounting and finance needs.
4300 Long Beach Blvd suite 350, Long Beach, CA 90807, United States -
Maxson & Associates Accountancy
● ClosedMaxson & Associates Accountancy is a renowned accounting and finance institution located at 6700 California 1 in Long Beach, California, United States. With a team of highly skilled and experienced professionals, we provide a wide range of accounting and financial services to individuals and businesses. Our commitment to excellence and customer satisfaction sets us apart from other firms in the industry. Whether you need help with tax preparation, bookkeeping, financial planning, or any other accounting service, Maxson & Associates Accountancy is here to assist you every step of the way. Contact us today to learn more about how we can help you achieve your financial goals.
6700 CA-1 # 291, Long Beach, CA 90803, United States -
Premium Income Tax
● ClosedPremium Income Tax is a reputable accounting and finance institution located at 6115 Orange Avenue in Long Beach, California, United States. With a team of experienced professionals, we provide top-notch tax preparation, financial planning, and other accounting services to individuals and businesses. Our goal is to help our clients maximize their income and minimize their tax liabilities. Visit us today to experience our premium services and personalized approach to financial management.
6115 Orange Ave, Long Beach, CA 90805, United States -
Holmes & Associates
● ClosedHolmes & Associates is a reputable accounting and finance institution located at 400 Oceangate 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 help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Holmes & Associates to help you achieve your financial goals with precision and integrity.
400 Oceangate #1100, Long Beach, CA 90802, United States -
Sisco Business Services Inc
● ClosedSisco Business Services Inc is a reputable accounting and finance institution located at 731 East 4th Street in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services including bookkeeping, tax preparation, payroll services, and financial consulting. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Whether you are a small business owner or an individual looking for financial guidance, Sisco Business Services Inc is dedicated to helping you achieve your financial goals.
731 E 4th St #1, Long Beach, CA 90802, United States -
O'Leary, Szabatura & Co, LLP, CPAs
● ClosedO'Leary, Szabatura & Co, LLP, CPAs is a reputable accounting and finance firm located at 5150 Pacific Coast Highway in Long Beach, California. With a team of experienced Certified Public Accountants, they provide a wide range of services including tax preparation, auditing, financial planning, and consulting to individuals, businesses, and organizations. Their commitment to professionalism and integrity sets them apart in the industry, making them a trusted partner for all financial needs.
5150 Pacific Coast Hwy # 400, Long Beach, CA 90804, United States -
Logica Accounting Services
● ClosedLogica Accounting Services is a professional accounting and finance institution located at 5150 Pacific Coast Highway in Long Beach, California. Specializing in accounting, bookkeeping, payroll, tax preparation, and business advisory services, Logica Accounting Services is dedicated to providing top-notch financial solutions for non-profits and small business owners. With expertise in QuickBooks and Sage accounting software, the institution ensures that all financial transactions are managed accurately and efficiently. Clients from various cities across California, including Lancaster, Los Angeles, San Diego, Irvine, and Newport Beach, have praised Logica Accounting Services for their white-glove approach to accounting services. The institution's commitment to responsiveness, reliability, and excellent customer service has earned them high recommendations from satisfied clients.
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804, United States -
Leon G Smith Accountancy Corporation
● ClosedLeon G Smith Accountancy Corporation is a reputable accounting firm located at 4017 East 7th Street in Long Beach, California. Specializing in accounting and finance services, our experienced team of 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, our firm is here to help you navigate the complexities of the financial world. Trust Leon G Smith Accountancy Corporation for all your accounting needs in the Long Beach area.
4017 E 7th St, Long Beach, CA 90804, United States -
Deprez Tax Law, A Professional Law Corporation
● ClosedDeprez Tax Law, A Professional Law Corporation is a prestigious institution located at 5150 Pacific Coast Highway in Long Beach, California. Specializing in accounting, finance, and legal services, this firm provides expert guidance and representation in all matters related to tax law. With a team of experienced lawyers and financial experts, clients can trust Deprez Tax Law to navigate complex tax issues and provide strategic solutions. Whether you are an individual or a business owner, this institution offers personalized and professional services to help you achieve your financial goals.
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804, United States -
MV Business Management
● OpenMV Business Management is a leading institution in the field of accounting and finance, located at 6475 Atlantic Avenue in Long Beach, California, United States. Specializing in real estate bookkeeping, notary public services, and business development, CEO Maria Velis brings over five years of experience to help businesses gain clarity and efficiency in their financial operations. Maria Velis founded M.V. Business Management with a mission to provide peace of mind to business owners seeking effective and streamlined business operations. With Associate’s Degrees in Administration & Information Systems, Communication, Media & Languages, and Humanities, Philosophy & Arts from California State University, Dominguez Hills, Maria is equipped to guide businesses towards success.
6475 Atlantic Ave, Long Beach, CA 90805, United States -
Onisko & Scholz Llp: Scholz Paul P CPA
● ClosedOnisko & Scholz LLP: Scholz Paul P CPA is a highly ranked and rapidly growing Certified Public Accounting and consulting firm located in Long Beach, California. Specializing in working with small and mid-sized businesses, their owners, and non-profits, the institution offers a blend of personal service and expertise to clients across Southern California, including Long Beach, Los Angeles, and Orange County. With a commitment to providing top-notch accounting and finance services, Onisko & Scholz LLP is dedicated to helping clients achieve their financial goals. Contact them at 5000 East Spring Street, Suite 200, Long Beach, CA 90815-5215, or call (562) 420-3100 for more information.
5000 E Spring St # 200, Long Beach, CA 90815, United States -
Goldberg Accounting - Estate Tax Filing
● OpenGoldberg Accounting specializes in estate tax filing services in Long Beach, California. Our experienced team of financial professionals is dedicated to helping clients navigate the complex world of estate taxes with ease and efficiency. Located at 401 East Ocean Boulevard, our firm offers personalized and comprehensive accounting services to ensure that your estate tax filing process is smooth and hassle-free. Trust Goldberg Accounting to provide expert guidance and support for all your financial needs.
401 E Ocean Blvd #200, Long Beach, CA 90802, United States -
Brett Bradbury CPA PC
● ClosedBrett Bradbury CPA PC is a boutique accounting and finance firm located in Long Beach, California. Specializing in providing top-notch client service to nonprofit organizations, Brett Bradbury has over 10 years of experience in public accounting. With a passion for numbers and solving puzzles, Brett Bradbury found his calling in the nonprofit sector and is dedicated to helping these organizations thrive. The firm offers a range of services including annual audits, compliance form filing, and financial consulting. By utilizing technology, streamlining procedures, and maintaining open communication, Brett Bradbury aims to make the audit process as painless as possible for his clients. Additionally, he provides guidance on compliance forms such as Form 990, Form 199, and RRF-1, ensuring that nonprofit leaders and Board members understand their financial responsibilities.
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806, United States -
Walter K. Martynec, CPA
● OpenWalter K. Martynec, CPA is a reputable accounting and finance institution located at 5855 East Naples Plaza in Long Beach, California, United States. With years of experience and expertise in the field, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified public accountants provides personalized and professional services to individuals and businesses alike. Whether you need assistance with tax compliance or financial consulting, Walter K. Martynec, CPA is dedicated to helping you achieve your financial goals.
5855 E Naples Plaza #107, Long Beach, CA 90803, United States -
Downey Smith & Fier
● ClosedDowney, Smith & Fier is a leading accounting and finance institution located in Long Beach, California. At DSF, our focus is on delivering results for our clients. We prioritize our clients' needs, starting with identifying tax liabilities before filing refunds. Our team of experienced tax professionals, with backgrounds in government, big four accounting firms, and industry, bring a wealth of knowledge to each client engagement. We specialize in maximizing tax refunds and savings for our clients, going beyond traditional tax compliance services. Our track record includes identifying significant tax refunds for clients who were unaware of available credits, as well as achieving substantial savings during the appeals process for businesses.
3760 Kilroy Airport Way Suite 620, Long Beach, CA 90806, United States -
Levias & Associates
● ClosedWelcome to Levias & Associates, your trusted partner in financial and business consulting, located in the heart of Long Beach, California. Situated at 3553 Atlantic Avenue, our firm is dedicated to providing expert guidance and innovative solutions tailored to meet the unique needs of our clients. With a team of experienced professionals, we specialize in a range of services including accounting, tax planning, business strategy, and financial management. At Levias & Associates, we pride ourselves on our commitment to excellence, integrity, and personalized service. Whether you're a small business owner seeking growth strategies or an individual in need of tax assistance, we are here to help you navigate complex financial landscapes with confidence. Our deep understanding of the local market, combined with our comprehensive expertise, allows us to deliver results that drive success.
3553 Atlantic Avenue, Long Beach, California 90807, United States -
One Law Group, PC
● OpenWelcome to One Law Group, PC – Your Trusted Personal Injury Attorneys in Signal Hill, California At One Law Group, PC, located at 3199 East Pacific Coast Highway in Signal Hill, California, we are committed to providing exceptional legal representation to those who have suffered personal injuries. Our experienced team of attorneys, led by Emanuel J. Abrishami, is dedicated to fighting for the rights of our clients and ensuring they receive the compensation they deserve.
3199 East Pacific Coast Highway, Signal Hill, California 90755, United States -
Thomas Karen CPA
● ClosedWelcome to Thomas Karen CPA, your trusted partner in accounting and finance solutions located in the heart of Redondo Beach, California. Situated at 700 Torrance Boulevard, our firm is dedicated to providing personalized and comprehensive financial services to individuals and businesses in the local community and beyond. At Thomas Karen CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our team of experienced professionals is committed to delivering tailored solutions that meet your unique needs. Whether you require assistance with tax planning, bookkeeping, financial consulting, or business advisory services, we are here to help you achieve your financial goals with confidence and clarity.
700 Torrance Boulevard, Redondo Beach, California 90277, United States
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