Financial life planning in Long Beach, CA
223 results found
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Jonathan Barker, Bankers Life Agent
● OpenJonathan Barker, Bankers Life Agent is an insurance agency located at 5000 East Spring Street in Long Beach, California, United States. Specializing in a range of insurance products, Jonathan Barker is dedicated to providing personalized service and comprehensive coverage options to meet the individual needs of each client. With a focus on financial security and peace of mind, Jonathan Barker, Bankers Life Agent is committed to helping clients protect their assets and plan for the future. Contact us today to learn more about our insurance offerings and how we can assist you in achieving your financial goals.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Jose Hernandez-Gomez, Bankers Life Agent and Bankers Life Securities Financial Representative
● OpenJose Hernandez-Gomez is a dedicated Bankers Life Agent and Bankers Life Securities Financial Representative located at 5000 East Spring Street in Long Beach, California. As an insurance agency, Jose provides expert advice and personalized financial solutions to help clients secure their future and protect their assets. With a strong commitment to customer service and a wealth of knowledge in insurance and financial planning, Jose Hernandez-Gomez is a trusted partner in helping individuals and families achieve their financial goals.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Ashley Frost, Bankers Life Agent
● OpenAshley Frost, Bankers Life Agent is a reputable insurance agency located at 5000 East Spring Street in Long Beach, California, United States. With a focus on providing top-quality insurance products and personalized services, Ashley Frost is dedicated to helping clients protect their financial future. As a Bankers Life Agent, they offer a wide range of insurance options including life, health, and retirement plans tailored to meet the unique needs of each individual. Trustworthy and experienced, Ashley Frost is committed to providing expert guidance and support to ensure clients have peace of mind knowing their assets are safeguarded. Contact Ashley Frost, Bankers Life Agent today to secure your financial future.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Alma Alba, Bankers Life Agent
● OpenAlma Alba, Bankers Life Agent is a reputable insurance agency located at 5000 East Spring Street in Long Beach, California, United States. Specializing in providing top-notch insurance solutions, Alma Alba is dedicated to helping individuals and families protect their financial future. With a team of experienced and knowledgeable agents, they offer a wide range of insurance products tailored to meet the unique needs of each client. Whether you are looking for life insurance, retirement planning, or long-term care coverage, Alma Alba, Bankers Life Agent is committed to providing personalized service and expert guidance every step of the way. Contact them today to secure your peace of mind.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Anthony Chacon, Bankers Life Agent
● ClosedAnthony Chacon, Bankers Life Agent is a reputable insurance agency located at 5000 East Spring Street in Long Beach, California. As a trusted Bankers Life agent, Anthony Chacon provides top-notch insurance services to clients in the Long Beach area and beyond. Whether you are looking for life insurance, health insurance, or retirement planning services, Anthony Chacon is dedicated to helping you find the best coverage options to meet your needs. With a commitment to excellent customer service and personalized attention, Anthony Chacon, Bankers Life Agent is the go-to insurance agency for individuals and families seeking reliable and affordable insurance solutions.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Philip Powell, Bankers Life Agent
● OpenPhilip Powell, Bankers Life Agent is an insurance agency located at 5000 East Spring Street in Long Beach, California, United States. As a trusted Bankers Life agent, Philip Powell provides personalized insurance solutions to help individuals and families protect their financial futures. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Philip Powell is dedicated to helping you find the right coverage to meet your needs. With a commitment to exceptional customer service and expertise in the insurance industry, Philip Powell, Bankers Life Agent is the go-to destination for all your insurance needs in Long Beach.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Josefina Caro, Bankers Life Agent
● ClosedJosefina Caro, Bankers Life Agent is an insurance agency located at 5000 East Spring Street in Long Beach, California, United States. Specializing in providing insurance products and services from Bankers Life, they offer personalized solutions to meet the unique needs of their clients. With a focus on customer service and satisfaction, Josefina Caro and her team strive to help individuals and families protect their financial futures with the right insurance coverage. Whether you are looking for life insurance, retirement planning, long-term care, or other insurance products, Josefina Caro, Bankers Life Agent is dedicated to helping you find the right solutions for your specific needs.
5000 E Spring St Ste 620, Long Beach, CA 90815, United States -
Michelle Bartolome: Primerica - Financial Services
● OpenMichelle Bartolome: Primerica - Financial Services is a reputable finance institution located at 161 West Victoria Street in Long Beach, California, United States. Specializing in financial services, Michelle Bartolome and her team are dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on education and empowerment, they strive to provide clients with the tools and knowledge needed to make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or protect your assets, Michelle Bartolome: Primerica - Financial Services is committed to providing expert guidance and support every step of the way.
161 W Victoria St Suite 240, Long Beach, CA 90805, United States -
Beach Financial Group
● ClosedBeach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.
360 N Pacific Coast Hwy Ste 2000, El Segundo, CA 90245, 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 -
Gregory Advisors Inc., Empowering your life through wealth management
● ClosedAt Gregory Advisors Inc., we are dedicated to empowering your life through expert wealth management services. Located at 7755 Center Avenue in Huntington Beach, California, our team of experienced financial advisors is committed to helping you achieve your financial goals and secure your financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Trust Gregory Advisors Inc. to guide you towards financial success and peace of mind.
7755 Center Ave #1100, Huntington Beach, CA 92647, United States -
Merrill Lynch Financial Advisor Stephen Marinacci
● ClosedMerrill Lynch Financial Advisor Stephen Marinacci, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your unique financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Stephen Marinacci can help you navigate today's changing market conditions and plan for the future. By participating in the community and volunteering with local organizations, Stephen Marinacci demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your goals is created to help you achieve what matters most to you. With a focus on family, goals, and priorities, Stephen Marinacci works to understand your financial aspirations and provide guidance on investment decisions and trade-offs. By utilizing the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach that aligns with your values and objectives. Regular check-ins and adjustments to your financial plan ensure that it evolves with your changing life circumstances and market conditions. Stephen Marinacci's mission is to help you pursue your financial goals and turn them into reality, providing support and guidance every step of the way. Whether you are planning for retirement, saving for a major purchase, or passing wealth to future generations, Stephen Marinacci can help you develop a comprehensive approach to address your financial needs. With a focus on building a long-term relationship and understanding your unique financial situation, Stephen Marinacci and the team at Merrill Lynch Wealth Management Advisors are dedicated to helping you achieve your financial aspirations.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bridge Financial Management
● ClosedBridge Financial Management is a finance institution located at 4343 Von Karman Avenue in Newport Beach, California, United States. Our team understands that financial planning is a lifelong journey, with our financial lives constantly evolving. With a focus on personalized service and guidance, we aim to empower our clients to make informed decisions and achieve their financial goals. As a fee-only fiduciary firm, we provide objective advice tailored to each client's individual needs. Our comprehensive financial planning approach covers a range of areas including investment management, retirement savings, budgeting, insurance, and more. We believe in building long-term relationships with our clients, serving as partners in their financial journey.
4343 Von Karman Ave Suite 250, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Scott D Paul
● ClosedMerrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Rolando Lopez
● ClosedMerrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Peter M Wernemar
● ClosedMerrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Carlo Boton - Financial Advisor, Ameriprise Financial Services, LLC
● OpenCarlo Boton - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1101 Palm Avenue, Imperial Beach, California, United States. Carlo Boton holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a focus on ethical practices and continuing education, Carlo Boton is dedicated to providing high-quality financial advice and services to clients, including veterans and military personnel.
1101 Palm Ave, Imperial Beach, CA 91932, United States -
Long Beach Court
● ClosedWelcome to Long Beach Court, your convenient and secure parking solution located at 270 Magnolia Avenue, Long Beach, California. Situated in the heart of the city, our facility offers easy access to local attractions, dining, and shopping, making it the perfect choice for both residents and visitors. At Long Beach Court, we are more than just a parking facility. We are proud to support our community through various initiatives, including offering financial aid opportunities for young residents aged 17-28. Eligible individuals can apply to earn up to $10,000 to assist with their education at a university, college, or vocational school.
270 Magnolia Avenue, Long Beach, California 90802, United States -
Leah Legal: Long Beach Criminal Attorney
● ClosedWelcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.
Long Beach, California 90806, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Michelle Marilag Bartolome: Primerica - Financial Services
● ClosedWelcome to Michelle Marilag Bartolome: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Long Beach, California. Situated at 161 West Victoria Street, we are committed to empowering individuals and families to achieve financial independence and peace of mind. Our comprehensive range of services includes personalized financial strategies, life insurance, investment opportunities, and debt management solutions tailored to meet your unique needs and goals. At Michelle Marilag Bartolome: Primerica, we pride ourselves on our client-centric approach, ensuring that you receive the highest level of service and expertise. Whether you are planning for a secure future, managing your assets, or seeking insurance protection, our experienced team is here to guide you every step of the way. Visit us today and take the first step towards a brighter financial future.
161 West Victoria Street, Long Beach, California 90805, United States -
Germaine Larice Watson: Primerica - Financial Services
● OpenWelcome to Germaine Larice Watson: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 3605 Long Beach Boulevard, Long Beach, California. At our agency, we are committed to helping you achieve financial security and peace of mind through personalized services tailored to your unique needs. As a proud member of the Primerica family, we specialize in offering a wide range of financial services including life insurance, investment products, and debt management strategies. Our experienced team is dedicated to providing clear, straightforward advice and solutions that empower you to make informed decisions about your financial future.
3605 Long Beach Boulevard, Long Beach, California 90807, United States -
Ethan Carter, Bankers Life Agent
● ClosedWelcome to Ethan Carter, Bankers Life Agent, your trusted partner for comprehensive insurance solutions in Long Beach, California. Conveniently located at 5000 East Spring Street, we specialize in providing personalized insurance services tailored to meet your unique needs. As a dedicated insurance agency, we offer a wide range of products, including life insurance, health insurance, and retirement planning solutions, all designed to safeguard your financial future and provide peace of mind. Our commitment to exceptional customer service means you can count on us for expert guidance and support at every stage of your life. Whether you're planning for retirement, securing your family's future, or exploring healthcare options, Ethan Carter is here to help you make informed decisions with confidence. Visit us today to discover how we can assist you in achieving your financial goals.
5000 East Spring Street, Long Beach, California 90815, United States -
Doreen Lafrance, Bankers Life Agent
● ClosedWelcome to Doreen Lafrance, Bankers Life Agent, your trusted partner in securing a prosperous future. Conveniently located at 5000 East Spring Street, Long Beach, California, our insurance agency is dedicated to providing personalized solutions tailored to meet your unique needs. With a commitment to excellence and a focus on building lasting relationships, Doreen Lafrance offers a comprehensive range of insurance products, including life, health, and long-term care insurance. We strive to empower our clients with the knowledge and resources necessary to make informed financial decisions. Whether you are planning for retirement, safeguarding your family's future, or exploring health insurance options, our experienced team is here to guide you every step of the way. Visit us today and discover how we can help you achieve peace of mind and financial security.
5000 East Spring Street, Long Beach, California 90815, United States -
Frank Parlato - Palomar Financial Services
● ClosedWelcome 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.
15061 Springdale Street, Huntington Beach, California 92649, United States -
Mariela Leon - State Farm Insurance Agent
● ClosedWelcome to Mariela Leon's State Farm Agency located at 1851 North Gaffey Street in Los Angeles, California. Mariela has been proudly serving as a State Farm Agent in the Harbor Area for over 7 years. Born and raised in the Harbor Area, Mariela understands the importance of community and family values. With a degree in Accounting from Long Beach State, Mariela is passionate about helping her clients with their insurance and financial services needs. At Mariela Leon's State Farm Agency, you will find a team of highly trained professionals ready to assist you with all your insurance needs. From life insurance to auto and home insurance, we are here to ensure you have the proper protection for you and your loved ones. Our team is bilingual and fluent in Spanish, making it easier for our Spanish-speaking clients to communicate their needs.
1851 N Gaffey St D, San Pedro, CA 90731, United States -
Freeway Insurance
● ClosedFreeway Insurance is a trusted health insurance agency located at 10910 Long Beach Boulevard in Lynwood, California. We specialize in providing comprehensive and affordable health insurance options for individuals and families. Our knowledgeable agents are dedicated to helping you find the best coverage to meet your needs and budget. Whether you are looking for health insurance for yourself, your family, or your small business, Freeway Insurance is here to help. Contact us today to learn more about our services and how we can assist you in finding the right health insurance plan.
10910 Long Beach Blvd #102, Lynwood, CA 90262, United States -
Paul Kagan - State Farm Insurance Agent
● ClosedPaul Kagan - State Farm Insurance Agent is a reputable insurance agency located at 2750 North Bellflower Boulevard in Long Beach, California. Since 1987, the dedicated team at this agency has been serving the insurance needs of residents in both Los Angeles and Orange County. They offer complimentary quotes and a variety of coverage options to meet individual needs. The agency specializes in auto, home, life, and business insurance, as well as financial services. Customers can expect personalized service and guidance from experienced professionals who are committed to customer satisfaction. The team includes knowledgeable staff members like Carol, Cierra, Ana, Amber, and Edwin, who are passionate about helping customers protect what matters most. Whether you need assistance with life insurance, auto insurance, or financial planning, the team at Paul Kagan - State Farm Insurance Agent is dedicated to providing the support and information you need to make informed decisions.
2750 N Bellflower Blvd #208, Long Beach, CA 90815, United States -
Victoria L. Avery: Allstate Insurance
● ClosedVictoria L. Avery: Allstate Insurance is a trusted insurance agency located at 4510 Pacific Coast Highway in Long Beach, California. With a focus on providing personalized service and comprehensive coverage options, they strive to help individuals and families protect what matters most. Whether you are in need of auto, home, life, or business insurance, their team of experienced agents is dedicated to finding the right policy for your specific needs. Visit Victoria L. Avery: Allstate Insurance today for peace of mind and reliable protection.
4510 Pacific Coast Hwy Ste 580, Long Beach, CA 90804, United States -
Freeway Insurance
● ClosedFreeway Insurance is a leading health insurance agency located at 5539 East Stearns Street in Long Beach, California. As a trusted provider of insurance services, Freeway Insurance offers a wide range of health insurance options to meet the needs of individuals and families. With a commitment to providing high-quality coverage and excellent customer service, Freeway Insurance is dedicated to helping clients find the right insurance plan at an affordable price. Whether you are looking for individual health insurance or group coverage, Freeway Insurance is here to help you navigate the complex world of insurance and find the best policy for your needs. Contact Freeway Insurance today to learn more about our services and how we can help you protect your health and financial well-being.
5539 E Stearns St, Long Beach, CA 90815, United States
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