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TOP 30 Financial oversight in California
109 results found
Search for local businesses, places and services near you
Solidon Financial & Realty (솔리돈 융자 & 부동산)
Solidon Financial & Realty is a reputable institution located at 22760 Hawthorne Boulevard in Torrance, California. As a finance and real estate agency, we specialize in providing a wide range of financial services and real estate solutions to our clients. Our team is dedicated to helping individuals and businesses achieve their financial goals and find the perfect property for their needs. At Solidon Financial & Realty, we take pride in our commitment to transparency and compliance with all California regulations. Our licenses from the Department of Business Oversight and CA Department of Real Estate ensure that our operations are conducted with integrity and professionalism.
Beach Front Property Management, Inc.
Beach Front Property Management, Inc. is a professional property management company located at 2204 Huntington Lane in Redondo Beach, California. We specialize in optimizing rental and investment properties to maximize profits for our clients. Our experienced team ensures compliance with all local, state, rent control, and federal fair housing laws. At Beach Front, we understand the frustrations and time wasted with common property management strategies. That's why we created The Beach Front Way - a comprehensive approach to property management that allows our clients to focus on bigger and better things while we handle the details.
CU HomeLand
CU HomeLand is a finance institution located at 5994 West Las Positas Boulevard in Pleasanton, California, United States. We prioritize the privacy and security of our clients, as we only use your information to respond to your request for a quote and do not sell it to anyone. As a branch of American Pacific Mortgage Corporation (NMLS 1850), we provide accurate and reliable information for informational purposes only. Our programs showcase various options and pricing structures, with rates, terms, programs, and underwriting policies subject to change without notice. We do not offer credit extensions or lend commitments, as all loans are subject to underwriting approval. Some products may not be available in all states, with restrictions applying. We are licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act, promoting Equal Housing Opportunity.
Federal Capital Funding Group - Borna Joseph Eftekari
Federal Capital Funding Group - Borna Joseph Eftekari is a finance institution located at 425 West 5th Avenue, Escondido, California, United States. We are dedicated to providing quality customer service and prioritizing the needs of our clients. With our expertise in the residential lending industry, we offer a variety of loan programs including Purchase, Refinance, and Specialized Loans. Please apply online today to take advantage of our services. Please note that all loan approvals are conditional and subject to lender review. While rates may vary based on market conditions, we strive to find the right loan program for each borrower. Federal Capital Funding Group is an Equal Opportunity Mortgage Lender licensed by the California Department of Business Oversight. We are approved to originate VA and FHA loans and can broker such loans to approved lenders. Please be aware that we are not acting on behalf of HUD/FHA or the VA.
The Law Offices of Melanie Tavare
The Law Offices of Melanie Tavare, located at 24301 Southland Drive in Hayward, California, is a finance and lawyer institution specializing in helping individuals get a fresh financial start through bankruptcy. With expertise in efficient and effective bankruptcy filings, attorney Melanie Tavare is recognized as a Rising Star in Super Lawyers Magazine. The firm offers personalized attention and oversight throughout the bankruptcy filing process, ensuring that clients understand their options and receive the best legal strategy for their financial needs. Testimonials praise Melanie for her responsiveness, professionalism, and valuable solutions. The firm serves various localities in Alameda County, Contra Costa County, and San Francisco County. As a debt relief agency, the Law Offices of Melanie Tavare assists individuals in filing for bankruptcy relief under the Bankruptcy Code.
ABC Prime Loans
ABC Prime Loans is a finance institution located at 17890 Castleton Street in the City of Industry, California, United States. Specializing in auto loans, business loans, commercial loans, and collateral loans, our application and funding process is designed for speed. Our goal is to make your dreams and goals a reality, and we have the expertise to do just that. With a line of credit up to $5,000,000.00 and starting rates at 1.2% monthly, we offer a one-time origination fee, no monthly maintenance or draw fee, same-day approval, and 48-hour funding. Our team is dedicated to helping you achieve financial freedom and we are available to answer any questions you may have.
United States Postal Service
The United States Postal Service, located at 600 West Avenue L in Calimesa, California, is a vital institution that serves as a post office, finance center, and local government office. As a cornerstone of the community, this facility provides essential postal services, including mail delivery, package handling, and postage sales. Additionally, it offers a range of financial services, such as money orders and postal banking. Operating under the oversight of the U.S. government, the United States Postal Service plays a crucial role in connecting individuals and businesses across the country through reliable and efficient mail delivery.
Williams, Adley & Company-CA, LLP
Williams, Adley & Company-CA, LLP is a reputable accounting and finance institution located at 7677 Oakport Street in Oakland, California, United States. With a team of experienced professionals, they provide a wide range of financial services including auditing, tax preparation, consulting, and more. Their dedication to excellence and commitment to client satisfaction make them a trusted partner for individuals and businesses alike. Whether you need help with financial planning, compliance, or any other accounting needs, Williams, Adley & Company-CA, LLP is here to assist you every step of the way.
Global Transitional Care
Global Transitional Care is a doctor's office specializing in Transitional Medicine, located at 150 Paularino Avenue in Costa Mesa, California, United States. This institution offers in-home clinical support for patients returning home from an acute inpatient admission, with the goal of providing exceptional patient outcomes and breaking the cycle of readmissions and over-utilization of acute care. Care Partners is the first Medicare-licensed medical practice specializing in Transitional Care in the nation. Patients receive care from a Nurse Practitioner specializing in Transitional Care, with oversight from a Physician Medical Director and support from Transitional Care RNs and LVNs. The focus is on providing personalized care in the comfort of the patient's home, building a trusting relationship to intervene immediately and prevent unnecessary ER visits.
Finvisor
Finvisor is a comprehensive financial institution located in San Francisco, California. Specializing in accounting and finance, Finvisor offers a wide range of services to support businesses of all sizes. From monthly bookkeeping to complex financial oversight, vendor management, and payment issuance, Finvisor ensures that your financial needs are met with precision and accuracy. With a dedicated team of financial advisors, Finvisor goes above and beyond to keep your company updated on its financial performance, cash flow, and day-to-day operations. They also handle employee onboarding, payroll processing, benefits management, and more, allowing you to focus on growing your business.
Adero Partners
Adero Partners, located at 5000 Hopyard Road in Pleasanton, California, is a finance institution that specializes in catering to the needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is dedicated to enhancing lives through thoughtful partnership. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with options for ESG and values-based investment strategies. Adero’s in-house tax team works closely with wealth advisors to provide an integrated tax, investment, and planning experience, while also offering legal, insurance, mortgage, and specialized services through outside partnerships. With Adero Family Office Services, they manage wealth like a business enterprise, providing financial oversight, portfolio management, planning, tax strategy, and reporting services. Sign up to receive insights on managing your wealth or start a conversation with Adero Partners to learn more about their tailored approach to wealth management.
Adero Partners
Adero Partners is a finance institution located at 5000 Hopyard Road in Pleasanton, California, United States. Inspired by the Latin phrase ‘I will be there,’ Adero Partners specializes in catering to the unique needs of high-net-worth individuals and families. Whether you are a technology professional with concentrated stock holdings, a start-up founder, or a highly compensated individual, Adero Partners can help you optimize your wealth and realize your possibilities. Named among America’s Top RIA Firms for 2023, Adero Partners offers a comprehensive suite of wealth management services including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and thoughtful planning approach helps clients make important decisions with confidence, and they provide ongoing counsel on various financial planning topics.
Gibraltar CFO
Gibraltar CFO is a Santa Barbara-based institution offering Outsource CFO services for small businesses. Located at 1701 Mira Vista Avenue, Santa Barbara, California, United States, we are dedicated to helping small business owners with their financial needs. Whether you have questions or require assistance with your finances, our team is here to help. Contact us via phone at (805)252-6834 or fill out the form on our website and we will get back to you promptly. We look forward to assisting you with your small business financial needs.
Adero Partners
Adero Partners, located at 118 3rd Street in Santa Monica, California, is a finance institution dedicated to serving the unique needs of high-net-worth individuals and families. Inspired by the Latin phrase ‘I will be there,’ Adero Partners is committed to enhancing lives through thoughtful partnership. Recognized as one of America’s Top RIA Firms in 2023, Adero Partners offers a comprehensive suite of wealth management services, including financial planning, strategic investing, tax & advanced planning, and family office services. Their proactive and evidence-based approach to investing aims to optimize risk-adjusted after-tax returns, with a focus on providing access to private funds and bespoke portfolios for clients interested in ESG or values-based investment strategies.
Jade Eagles - The WealthGarden f.s.
Jade Eagles - The WealthGarden f.s. is a finance institution located at 1730 East Holly Avenue in El Segundo, California, United States. At the WealthGarden, we believe in providing ongoing care and dedication to safeguard your financial health. Our nimble team and streamlined technology allow us to be quick, communicative, and attentive to your needs. We work closely with you through your entire financial journey, crafting integrated strategies that align with your goals, family, and causes that matter most to you. As an independent firm, we discuss different options available to you and provide specific next steps to help you reach your goals. Our team is committed to being there for you through life's challenges, wins, and critical decisions. We donate to organizations chosen by our clients and us each year to make a positive impact and create a stronger community. With a limited client base, we devote time and in-depth service to your needs, offering year-round oversight and hands-on advice to help you flourish with a strong, bountiful, and long-lasting wealth garden.
Alan D Biller & Associates Inc
Alan D Biller & Associates Inc, located at 535 Middlefield Road in Menlo Park, California, is a leading provider of independent and objective fiduciary investment consulting services to US institutional investors. Since 1982, our employee-owned firm has been dedicated solely to investment consulting, making us one of the largest discretionary consultants in the country. Our seasoned professionals bring fiduciary responsibility, strategic risk oversight, informed perspectives, clear communication, and impeccable execution to each client relationship. We can serve in a traditional consulting capacity or as a discretionary consultant (Outsourced CIO, or OCIO).
Golden Tax & Accounting Co.
Golden Tax & Accounting Co. is a trusted institution located at 1140 South Tremont Street, Oceanside, California, United States. Specializing in accounting and finance, we offer comprehensive tax and accounting services that you can rely on. Our goal is to provide results that speak volumes, ensuring that your business thrives financially. At Golden Tax & Accounting Co., we pride ourselves on offering perfect books, lower taxes, and propelling business growth. Our expert team is dedicated to helping you optimize taxes, discover potential savings, and gain clarity and confidence with meticulous bookkeeping services. With strategic planning that aligns with your business ambitions, we help you scale smoothly and sustainably.
JLFranklin Wealth Planning
JLFranklin Wealth Planning is a finance institution located at 369-B 3rd Street in San Rafael, California, United States. As independent, fee-only financial planners, we have been helping clients at all career stages preserve and protect wealth, mitigate taxes, care for their families, and pursue their dreams for over two decades. Our dual expertise in tax matters and financial planning allows us to take a holistic view to develop customized client solutions. The Startup Wealth Podcast, hosted by JLFranklin Wealth Planning, is designed for people who work in startups or in companies with a startup attitude. We understand that staying on top of wealth management goals can be time-consuming, which is why we provide personalized guidance, planning, and detailed oversight to free you up to live your life.
Stanford Young
Stanford Young is a finance institution located at 2570 West El Camino Real in Mountain View, California. Our team is dedicated to providing personalized financial solutions to meet the individual needs of each client at every stage of wealth accumulation. From managing day-to-day finances to creating long-term investment strategies, we are here to empower your decision making with expert guidance. Our comprehensive suite of services includes tailored investment strategies, fiduciary oversight, and holistic financial planning for individuals and institutions. As an extension of your team, we strive to create an unbroken chain of objective, relevant advice to ensure stability for today and your family's future. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what matters most. With a focus on building trust and providing honest opinions, we are committed to helping you achieve your financial goals and leave a lasting legacy for yourself and your family. Visit us today to learn more about how we can help you navigate the complexities of wealth management and financial planning.
Young & Associates
Young & Associates is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision-making process and ensure seamless financial management for your family and future. With a focus on stability and community investment, we provide bespoke investment strategies aligned with your financial objectives. Our comprehensive suite of services includes holistic financial planning for individuals and institutions, as well as trust management and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services to help you focus on what truly matters to you. Led by your private advisor, our dedicated team will assist you in managing day-to-day finances and creating a financial plan designed to grow with you. With a strong presence on the West Coast and a commitment to innovation, we strive to provide our clients with the highest level of service and expertise. Contact us today to learn more about how Young & Associates can help you achieve your financial goals.
The Mendoza Group
The Mendoza Group, located at 1999 South Bascom Avenue in Campbell, California, is a finance institution dedicated to helping clients achieve their financial goals at every stage of wealth. With a team that offers expert guidance and seamless financial management, The Mendoza Group provides a full suite of financial solutions to ensure stability for today and your family’s future. They offer bespoke investment strategies aligned with your financial objectives, providing access to a wide range of traditional and alternative investments. As an extension of your team, they review your full financial picture and connect you to resources for objective and holistic advice. The institution also offers comprehensive services for trusts, including fiduciary oversight and account management. Through curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. The Mendoza Group aims to provide an exceptional service experience while helping clients navigate complex financial decisions.
Matthew Mendoza
Matthew Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. We are dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team is committed to meeting the dynamic needs of each client at every stage of wealth, providing solutions to unique challenges and offering an elevated level of service. Our office at 750 University Avenue Suite 240 in Los Gatos, CA, offers expert guidance to empower your decision-making, seamless financial management for your family and future, and a full suite of financial solutions through our network. We prioritize stability for today and the future of your family, and help you make intelligent investments in your community.
Max Podlone
Max Podlone, located at 1999 South Bascom Avenue, Campbell, California, is a finance institution dedicated to empowering clients with expert guidance in financial management for both their family and future. With a focus on meeting the dynamic needs of each client, our team provides bespoke investment strategies aligned with your financial objectives. We offer a comprehensive suite of solutions for holistic financial planning, including various trust services and fiduciary oversight. Through our curated Rockefeller Lifestyle Advisory partners, clients gain access to exclusive experiences and concierge services. Our goal is to provide the most exceptional service experience for our clients, ensuring stability for today and your family's future. Join us at Max Podlone for uniquely Rockefeller guidance and experiences, tailored to every stage of your wealth journey.
David Mendoza
David Mendoza is a finance institution located at 1999 South Bascom Avenue, Campbell, California, United States. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges and offering an elevated level of service. We empower decision making with expert guidance, ensuring seamless financial management for your family and future. Our network delivers a full suite of financial solutions, ensuring stability for today and your family's future. We offer bespoke investment strategies aligned with your financial objectives and access to a platform of traditional and alternative investments. As an extension of your team, we review your full financial picture and connect you to our broader resources for objective, holistic advice. Our comprehensive services cater to trusts and institutions, offering fiduciary oversight, account management, and financial planning. Through our Rockefeller Lifestyle Advisory partners, we provide access to exclusive experiences and concierge services. We aim to provide an exceptional service experience for our clients. Check the background of our firm and investment professionals on FINRA's BrokerCheck. Rockefeller Financial LLC is a broker-dealer and investment adviser registered with the SEC and member of FINRA and SIPC. Investments involve risk and past performance is not a guarantee of future results. Rockefeller Capital Management LLC does not provide tax or legal advice.
Bank of America Private Client Advisor Steven Raymond Dias
Bank of America Private Client Advisor Steven Raymond Dias is a finance institution located at 2049 Century Park East, Los Angeles, California, United States. Steven Dias, a Managing Director and Private Client Advisor, specializes in building relationships with high-net-worth individuals, business owners, family offices, and private foundations. With a background in business banking, Steven and his team provide professional oversight on various financial aspects such as cash flow management, tax minimization, banking solutions, business succession, legacy planning, and philanthropic strategies. They offer specialized lending solutions for real estate, airplanes, yachts, securities, fine art, and collectibles. The team at Bank of America Private Bank is dedicated to creating personalized wealth management plans based on trust, personal experience, and the unique needs of each client. They aim to help individuals, families, businesses, and institutions achieve their financial objectives by providing disciplined financial strategies and innovative solutions. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their legal and/or tax advisors before making any financial decisions.
James B. Marchetti, CIMA ®
James B. Marchetti, CIMA ® is a finance institution located at 1850 Mount Diablo Boulevard in Walnut Creek, California, United States. At our institution, we believe that life's grandest visions require thoughtful plans, and we are dedicated to meeting the dynamic needs of each client at every stage of wealth. Our team provides solutions to unique challenges and offers an elevated level of service. We empower decision-making with expert guidance, offering seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability for today and your family's future. We help you invest intelligently in your community and provide bespoke investment strategies aligned with your financial objectives.
Regis Management Co
Regis Management Co is an independent portfolio management and investment advisory firm located at 873 Santa Cruz Avenue in Menlo Park, California. Founded in 2000, Regis specializes in creating customized portfolios for private clients, foundations, and endowments, with a focus on long-term capital appreciation. With expertise in marketable securities, alternative investments, and private investments, Regis offers a consultative approach to wealth and investment management that aligns with the unique goals and needs of each client. As an independent advisor, Regis provides objective advice and transparent fees and services, allowing for flexibility in choosing high-quality investments based on client objectives. The firm takes a conservative, valuation-based approach to investing, prioritizing capital preservation and risk reduction while aiming for steady growth and financial security.
PBDM Wealth Partners
PBDM Wealth Partners is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Our team is dedicated to providing personalized solutions to meet the dynamic needs of each client at every stage of wealth accumulation. We offer expert guidance to empower your decision making, seamless financial management for your family's future, and a full suite of financial solutions through our extensive network. Our bespoke investment strategies are tailored to align with your financial objectives, giving you access to a wide range of traditional and alternative investments. As an extension of your team, we review your full financial picture to provide objective, holistic, and relevant advice. Our comprehensive services cater to individuals and institutions, offering solutions for trusts, fiduciary oversight, account management, and more. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services. At PBDM Wealth Partners, we are committed to understanding our clients' goals and developing dynamic wealth management solutions to help them achieve success for generations to come.
Objective, Investment Banking & Valuation
Objective, Investment Banking & Valuation is a finance institution located at 3636 Nobel Drive in San Diego, California, United States. Our firm's name reflects our commitment to making your objectives our top priority. Since our founding in 2006, our experienced professionals have successfully completed over 500 M&A advisory engagements and conducted thousands of business valuations. At Objective, we believe in personalized solutions that are tailored to meet the unique needs of our clients. Our Investment Banking and Valuation practices have been recognized with numerous awards, including Best Investment Bank & Valuation Firm 2022 USA and Deal of The Year accolades.
Esther Dawkins Accounting Services, LLC
Esther Dawkins Accounting Services, LLC, located at 356 Jayne Avenue in Oakland, California, is a premier accounting and finance institution offering a range of services to help businesses scale successfully. With a focus on business growth strategies developed by an outsourced CFO, the institution helps clients expand their workforce, grow their business, and prepare for acquisition. Clients can benefit from the strategic oversight and accountability provided by controller services, allowing them to trust a controller as a partner in executing their company's financial strategy. Expert accountants at Esther Dawkins Accounting Services will help clients make intelligent business decisions by creating and analyzing month-end financial statements and reconciliations.
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