Financial planning and advisory in Long Beach, CA
112 results found
Search for local businesses, places and services near you
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- Italy
- Poland
- France
- Germany
-
Long Beach Community College Automotive Technology Center
● OpenThe Long Beach Community College Automotive Technology Center, located at 1305 Pacific Coast Highway in Long Beach, California, is dedicated to preparing students for successful careers in the automotive industry. Our program offers a comprehensive curriculum, hands-on experience, and industry certifications to ensure that students are well-equipped for employment. We also provide preparation for the ASE Certification Exam and offer NC3/Snap-On Tools certifications. Whether you are looking to start a career as a professional or specialist in the automotive field, our program offers a variety of courses and degree options to suit your needs. With the help of our experienced faculty and industry advisory board, we strive to stay on the cutting-edge of technology and provide students with the skills they need to succeed.
1305 Pacific Coast Hwy Bld-JJ, Long Beach, CA 90806, United States -
Excelsus Capital Management - Investment Advisor & Financial Planner
● OpenExcelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States -
Scalco Financial
● OpenScalco Financial is a reputable accounting and finance institution located at 207 East Broadway in Long Beach, California, United States. With a team of experienced professionals, Scalco Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advisory. Whether you are an individual looking for personal financial management or a business seeking expert accounting solutions, Scalco Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust Scalco Financial to help you navigate the complex world of finance with expertise and integrity.
207 E Broadway UNIT 201, Long Beach, CA 90802, United States -
Unicon Financial Services
● OpenUnicon Financial Services is a reputable finance institution located at 200 Pine Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Trust Unicon Financial Services to provide you with expert advice and personalized solutions to meet your financial needs.
200 Pine Ave # 260, Long Beach, CA 90802, United States -
MDP Financial Services, Inc.
● OpenMDP Financial Services, Inc. is a finance institution located at 419 Main Street in Huntington Beach, California, United States. Our accounting firm is dedicated to helping you and your business with all of your financial needs. Our board certified accountants stay current with the latest information, laws, and techniques to ensure we provide the best service possible. Whether you need help with tax planning, preparation, or organizing your financial records, we are here to assist you in achieving your financial goals. Trust us to guide you through the process and make sure your business is on the right track. Contact us today to learn more about how we can help your business thrive.
419 Main St #408, Huntington Beach, CA 92648, United States -
Erman Retirement Advisory
● OpenErman Retirement Advisory is a trusted institution located at 3020 Old Ranch Parkway in Seal Beach, California. Specializing in accounting and finance, our team of experts is dedicated to helping individuals plan for a secure and comfortable retirement. Whether you are just starting your career or nearing retirement age, we offer personalized advice and strategies tailored to your unique financial goals. With a focus on long-term financial planning and wealth management, Erman Retirement Advisory is committed to guiding you towards a successful and stress-free retirement.
3020 Old Ranch Pkwy #100, Seal Beach, CA 90740, United States -
Martin Klein - RBC Wealth Management Financial Advisor
● OpenMartin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Nicole A Quinlan-Yerkes
● ClosedMerrill Lynch Financial Advisor Nicole A Quinlan-Yerkes is located at 28202 Cabot Road, Laguna Niguel, California, United States. Nicole is the Resident Director of the Laguna Niguel office and has been in the financial services industry since 2012, joining Merrill in October 2020. She is a graduate of Cal State Long Beach with a Bachelor of Science in International Business and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Private Wealth Advisor® (CPWA®) designations. Nicole's financial advisory practice focuses on multigenerational wealth, helping families make informed financial decisions and creating detailed plans to achieve their goals. She is passionate about educating families on wealth planning and wealth transfer planning to maximize efficiencies. Nicole resides in Orange with her husband and rescue dog, Bo, and enjoys hiking, yoga, and rescuing dogs in her free time.
28202 Cabot Rd Suite 200, Laguna Niguel, CA 92677, United States -
Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC
● OpenElevated Wealth Advisory Group - Ameriprise Financial Services, LLC is a leading financial institution located at 3900 Kilroy Airport Way in Long Beach, California. Specializing in wealth management and financial planning, our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, our team is here to provide personalized and comprehensive financial solutions tailored to your unique needs. Trust Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC to guide you on the path to financial success.
3900 Kilroy Airport Way # 190, Long Beach, CA 90806, United States -
Merrill Lynch Financial Advisor Scott D Paul
● OpenMerrill 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 -
Legacy Retirement Planning
● OpenLegacy Retirement Planning is a leading finance institution located at 535 Magnolia Avenue in Long Beach, California. Our dedicated team of financial experts is committed to helping individuals plan for their retirement by providing personalized and comprehensive financial strategies. Whether you are looking to build wealth, protect your assets, or ensure a comfortable retirement, Legacy Retirement Planning is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
535 Magnolia Ave UNIT 102, Long Beach, CA 90802, United States -
Lung Wealth Advisory of Raymond James
● OpenLung Wealth Advisory of Raymond James is a premier finance institution located at 660 Newport Center Drive in Newport Beach, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Trust Lung Wealth Advisory of Raymond James to provide expert guidance and support for all your financial needs.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
Quintessential Financial Corporation
● OpenQuintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
The Hamilton Group - UBS Financial Services Inc.
● OpenThe Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
HCVT Long Beach
● OpenHCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.
100 Oceangate 9th floor, Long Beach, CA 90802, 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 -
BPG Advisors
● OpenBPG Advisors is a leading insurance agency located at 2215 Artesia Boulevard in Redondo Beach, California. With a team of experienced professionals, BPG Advisors provides a wide range of insurance solutions to meet the needs of individuals and businesses alike. From health and life insurance to property and casualty coverage, they are dedicated to helping clients find the right policies to protect what matters most. Their personalized approach and commitment to customer service set them apart as a trusted partner in the insurance industry. Visit BPG Advisors today to discuss your insurance needs and secure peace of mind for the future.
2215 Artesia Blvd #1669, Redondo Beach, CA 90278, United States -
Law Office of Bradley N. Etter, APC
● OpenThe Law Office of Bradley N. Etter, APC is a prestigious institution located at 5 Peters Canyon Road in Irvine, California, United States. Specializing in tax and estate planning solutions for individuals and families, the Etter Law Group offers expert legal advice on strategies to help clients meet their goals and objectives. With a focus on building long-lasting relationships and providing exceptional client service, the attorneys at Etter Law Group are dedicated to helping clients live and leave a legacy on their own terms. In addition to tax and estate planning, the institution also offers legal services in entity choice decisions for new or existing businesses, including the preparation of all necessary documents. With decades of combined experience, the attorneys at Etter Law Group are able to recommend cutting-edge strategies tailored to each client's unique circumstances and goals.
5 Peters Canyon Rd STE 120, Irvine, CA 92606, United States -
LBCC Architecture & Mechanical Drafting & Design
● OpenLBCC Architecture & Mechanical Drafting & Design is located in Long Beach, California, United States. The institution offers programs that focus on the relationship between people and space, with an emphasis on the political, ecological, anthropological, and cultural aspects of the built environment. Students can complete certificate programs in as little as one semester and associate degree programs in about two years. Academic counselors are available to assist with educational planning and career guidance. The institution also offers resources such as financial aid information, career exploration, and transfer evaluation services. The Architectural Design program at LBCC is updated regularly based on feedback from an Advisory Board comprised of local employers and professionals. The institution is dedicated to providing accessible electronic and information technologies for individuals with disabilities. Visit LBCC Architecture & Mechanical Drafting & Design to start your career in this dynamic field.
Long Beach, CA 90808, United States -
Platinum Wealth Advisors
● OpenPlatinum Wealth Advisors is a premier financial planning firm located in Manhattan Beach, California. We specialize in Retirement Planning, Tax Planning, and Wealth Management services for pre-retirees and retirees aged 60 and up. As a division of ARES, a non-profit company, we prioritize our clients' needs and operate under the Fiduciary Standard. Our team conducts informational workshops at various universities in California, including UCLA, Cal State Long Beach, and UC Irvine, where we present strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes. In addition to our financial planning services, we also offer insurance products through our division, Platinum Life Financial and Insurance Services. Clients may require insurance tools such as Life Insurance, Annuities, or Long-Term Care options to meet their retirement income and protection needs.
1500 Rosecrans Ave 5th floor, Manhattan Beach, CA 90266, United States -
Platinum Wealth Advisors
● OpenPlatinum Wealth Advisors is a leading finance institution located at 9595 Wilshire Boulevard in Beverly Hills, California. Specializing in Retirement Planning, Tax Planning, and Wealth Management, we offer informational workshops at various universities in the area. As a division of ARES, a non-profit company, we prioritize our clients' needs and focus on strategies to Maximize Social Security, Reduce Risk, and Minimize Taxes for pre-retirees and retirees aged 60 and up. Our Insurance division, Platinum Life Financial and Insurance Services, provides products such as Life Insurance, Annuities, and Long-Term Care options to help clients meet their retirement income and protection needs. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to serving our clients with integrity and professionalism.
9595 Wilshire Blvd 9th Floor, Beverly Hills, CA 90212, United States -
Crux Wealth Advisors, LLC
● OpenCrux Wealth Advisors, LLC is a leading finance institution located in Long Beach, California. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. We offer a range of services including investment planning, retirement planning, estate planning, and more. At Crux Wealth Advisors, LLC, we are committed to providing our clients with the highest level of service and expertise to help them navigate the complexities of the financial world. Visit us at 3900 Kilroy Airport Way to learn more about how we can help you secure your financial future.
3900 Kilroy Airport Way Suite 270, Long Beach, CA 90806, United States -
Augustus Wealth
● OpenAugustus Wealth is a premier financial institution located at 1600 Rosecrans Avenue in Manhattan Beach, California. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, Augustus Wealth is committed to providing top-notch financial advice and guidance to individuals, families, and businesses. Contact us today to learn more about how we can help you reach your financial objectives.
1600 Rosecrans Ave Building 7 4th Floor, Manhattan Beach, CA 90266, United States -
Desert Capital Management Group Inc.
● OpenDesert Capital Management Group Inc. is a finance institution located at 8484 Wilshire Boulevard in Beverly Hills, California, United States. With over 20 years of experience, we specialize in helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we have access to a wide range of products and services to best suit our clients' needs. Our investment strategies are proven to meet your risk tolerance and withstand market volatility. We offer unbiased recommendations and impartial guidance tailored directly to your individual needs and goals. Whether you have questions or are ready to set up a meeting, our team is here to help you discover the best path to financial freedom.
8484 Wilshire Blvd #515, Beverly Hills, CA 90211, United States -
The Cox Group - Morgan Stanley
● OpenThe Cox Group at Morgan Stanley is a leading financial institution located at 6700 Pacific Coast Highway in Long Beach, California. Specializing in wealth management, investment advisory services, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a commitment to providing personalized and comprehensive solutions, The Cox Group at Morgan Stanley is a trusted partner for individuals, families, and businesses seeking to secure their financial future.
6700 Pacific Coast Hwy UNIT 110, Long Beach, CA 90803, United States -
My Corporate Agent Inc
● OpenMy Corporate Agent Inc is a reputable finance institution located at 626 Cherry Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for assistance with investments, loans, or financial planning, we are here to help. Trust My Corporate Agent Inc to help you achieve your financial goals and secure your future.
626 Cherry Ave, Long Beach, CA 90802, United States -
Castillo Wealth Management
● OpenCastillo Wealth Management is a finance institution located at 12501 Seal Beach Boulevard in Seal Beach, California. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping hardworking families and professionals find confidence through practical, valued advice. We believe in creating financial plans that help you wisely steward your money with assurance for the future. At Castillo Wealth Management, we prioritize getting to know you personally before diving into the numbers. We want to understand your situation and show you where you are now, how to create a rewarding future, and ways to preserve your assets in the long term. Our goal is to help you cover all your financial bases and give you the confidence that someone is looking out for you as you navigate your financial journey.
12501 Seal Beach Blvd, Seal Beach, CA 90740, United States -
WealthSpring
● OpenWealthSpring is a premier finance institution located at 5000 Airport Plaza Drive in Long Beach, California, United States. With a focus on helping individuals and businesses achieve financial success, WealthSpring offers a wide range of services including investment management, financial planning, and wealth preservation strategies. Our team of experienced professionals is dedicated to providing personalized solutions to meet the unique needs of each client. Visit WealthSpring today to start building a secure financial future.
5000 Airport Plaza Dr Suite 245, Long Beach, CA 90815, United States -
Bollinger Capital Management, Inc.
● OpenBollinger Capital Management, Inc. is a renowned finance institution located at 1200 Aviation Boulevard in Redondo Beach, California, United States. With a strong track record of providing expert financial advice and investment management services, Bollinger Capital Management, Inc. is dedicated to helping clients achieve their financial goals and secure their financial future. Their team of experienced professionals offers personalized solutions tailored to each client's unique needs, ensuring a high level of customer satisfaction and success. Trust Bollinger Capital Management, Inc. to guide you towards financial prosperity and peace of mind.
1200 Aviation Blvd #201, Redondo Beach, CA 90278, United States -
NWM GROUP- Newport Wealth Management Group
● OpenNWM Group- Newport Wealth Management Group is a leading institution in the fields of accounting, finance, and insurance agency. Located at 17011 Beach Boulevard in Huntington Beach, California, United States, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need help with tax planning, investment management, or insurance coverage, our experienced professionals are here to assist you every step of the way. Trust NWM Group to help you achieve your financial goals and secure your future.
17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647, United States
- School
- College
- Financial consulting
- Financial advisor
- Tax advisor
- Tax consultant
- Tax preparation services
- Health insurance companies
- Life insurance companies
- Law company
- financial planning and advisory in Bell
- financial planning and advisory in Bell Gardens
- financial planning and advisory in Bellflower
- financial planning and advisory in Beverly Hills
- financial planning and advisory in Carson
- financial planning and advisory in Cerritos
- financial planning and advisory in Commerce
- financial planning and advisory in Compton
- financial planning and advisory in Gardena
- financial planning and advisory in Hawaiian Gardens
- financial planning and advisory in Hawthorne
- financial planning and advisory in Huntington Beach
- financial planning and advisory in Huntington Park
- financial planning and advisory in Inglewood
- financial planning and advisory in Irvine
- financial planning and advisory in Laguna Beach
- financial planning and advisory in Laguna Niguel
- financial planning and advisory in Lakewood
- financial planning and advisory in Lawndale
- financial planning and advisory in Lomita
- financial planning and advisory in Los Angeles
- financial planning and advisory in Lynwood
- financial planning and advisory in Malibu
- financial planning and advisory in Manhattan Beach
- financial planning and advisory in Marina del Rey
- financial planning and advisory in Newport Beach
- financial planning and advisory in Norwalk
- financial planning and advisory in Palos Verdes Estates
- financial planning and advisory in Paramount
- financial planning and advisory in Pico Rivera
- financial planning and advisory in Rancho Palos Verdes
- financial planning and advisory in Redondo Beach
- financial planning and advisory in Rolling Hills Estates
- financial planning and advisory in Seal Beach
- financial planning and advisory in Signal Hill
- financial planning and advisory in Solana Beach
- financial planning and advisory in South Gate
- financial planning and advisory in Vernon
- financial planning and advisory in Whittier
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos