TOP 10 Financial planning for businesses in Cerritos, CA
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CLS Financial
● ClosedCLS Financial is a leading finance institution located at 4450 West Cerritos Avenue in Los Alamitos, California, United States. With a strong track record of providing expert financial services to individuals and businesses, CLS Financial offers a wide range of solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, the team at CLS Financial is dedicated to helping you achieve your financial goals. Contact us today to learn more about how we can help you secure your financial future.
4450 W Cerritos Ave, Los Alamitos, CA 90720, United States -
LPL Financial
● OpenLPL Financial is a leading finance institution located at 4332 West Cerritos Avenue in Los Alamitos, California, United States. With a focus on providing financial services and investment solutions, LPL Financial offers a wide range of products and services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, LPL Financial is committed to helping you secure a brighter financial future.
4332 W Cerritos Ave # 105, Los Alamitos, CA 90720, United States -
Integrated Accounting & Financial Services
● ClosedIntegrated Accounting & Financial Services is a leading institution located in Cerritos, California, United States. Specializing in accounting and finance, our team of experts provides a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation to financial planning, our professionals are dedicated to delivering top-notch solutions tailored to meet the unique needs of our clients. With a commitment to excellence and a reputation for reliability, Integrated Accounting & Financial Services is the go-to destination for all your accounting and financial needs. Visit us at 11331 183rd Street, Cerritos, California, and let us help you achieve your financial goals.
11331 183rd St Ste 265, Cerritos, CA 90703, United States -
Financial Planning Platform
● ClosedThe Financial Planning Platform is a leading finance institution located at 12607 Hiddencreek Way in Cerritos, California, United States. Our platform offers comprehensive financial planning services to help individuals and businesses achieve their financial goals. Our team of experienced financial advisors provides personalized guidance and strategies to help clients make informed decisions about their investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, the Financial Planning Platform is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
12607 Hiddencreek Way, Cerritos, CA 90703, United States -
phc accountancy group tax preparation & planning
● ClosedPHC Accountancy Group Tax Preparation & Planning is a finance institution located at 1600 Kearney Street in El Cerrito, California, United States. Specializing in tax preparation and planning, our experienced team of accountants and financial experts are dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. Whether you need assistance with filing your annual taxes or developing a strategic tax plan for the future, PHC Accountancy Group is here to provide reliable and professional services tailored to your specific needs. Trust us to handle your financial matters with precision and expertise.
1600 Kearney St, El Cerrito, CA 94530, United States -
Financial Equations, Inc.
● ClosedFinancial Equations, Inc. is a leading accounting and finance institution located at 17777 Center Court Drive North in Cerritos, California, United States. Our team of experts specializes in providing comprehensive financial solutions and services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment strategies, our dedicated professionals are here to help. With a reputation for excellence and a commitment to customer satisfaction, Financial Equations, Inc. is your trusted partner in achieving your financial goals.
17777 Center Ct Dr N #600, Cerritos, CA 90703, 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 -
Salvador Jose Tan: Primerica - Financial Services
● OpenWelcome to Salvador Jose Tan: Primerica - Financial Services, your trusted partner in achieving financial security and peace of mind. Conveniently located at 17150 Norwalk Boulevard in Cerritos, California, we specialize in providing comprehensive financial and insurance solutions tailored to meet your unique needs. At Salvador Jose Tan: Primerica, we are committed to helping individuals, families, and businesses navigate the complexities of financial planning. Our experienced team offers a wide range of services, including life insurance, investment strategies, retirement planning, and debt management. We pride ourselves on delivering personalized service and expert guidance to help you make informed financial decisions.
17150 Norwalk Boulevard, Cerritos, California 90703, United States -
Neighbors Plus Insurance Services
● ClosedNeighbors Plus Insurance Services is a locally owned and operated insurance agency located at 6414 Del Amo Boulevard in Lakewood, California. As one of Mercury Insurance's top agents, we offer the best prices and personalized service to our clients in Long Beach, Lakewood, Signal Hill, Bellflower, Cerritos, Norwalk, Artesia, Downey, and other surrounding Southern California cities. Our team works hard to ensure that each client receives reliable and affordable insurance options tailored to their specific needs. We understand that every individual is unique, which is why we take the time to customize insurance plans that provide the right amount of coverage at the right price.
6414 Del Amo Blvd, Lakewood, CA 90713, United States -
JAR Insurance Services
● ClosedJAR Insurance Services is a reputable insurance agency located at 17215 Studebaker Road in Cerritos, California. With a commitment to providing personalized and comprehensive insurance solutions, our experienced agents are dedicated to finding the best coverage options for our clients. Whether you are in need of auto, home, life, or business insurance, JAR Insurance Services is here to help protect what matters most to you. Contact us today for a consultation and let us tailor a plan that fits your individual needs.
17215 Studebaker Rd Ste. 390, Cerritos, CA 90703, United States -
Chugh, LLP - Attorneys & CPAs
● ClosedChugh, LLP - Attorneys & CPAs is a renowned institution located at 15925 Carmenita Road in Cerritos, California, United States. Specializing in accounting, finance, and legal services, they offer a wide range of expertise to both individual and corporate clients. With over 15 legal practice areas and a team of 200 staff members, Chugh, LLP is dedicated to providing exceptional service and guidance in areas such as entity formation, compliance, IP protection, divorce, trade agreements, securities, and more. Their team of professionals is committed to assisting clients with complex legal and business matters, helping them navigate the ever-changing landscape of immigration, finance, and law. With 10 offices in the US and 8 offices abroad, Chugh, LLP serves a diverse range of international clients, offering personalized solutions to meet their unique needs.
15925 Carmenita Rd, Cerritos, CA 90703, United States -
Allan Kam - State Farm Insurance Agent
● ClosedAllan Kam - State Farm Insurance Agent is a health insurance agency located in Cerritos, California, United States. As spring approaches, it is a great time to review your insurance coverage to ensure that your valuable assets are adequately protected. Whether it's your car, recreational vehicles, or other belongings, having the right insurance is crucial. Our team of licensed professionals is offering complimentary appointments to help you with life insurance planning for the upcoming year. We serve the Artesia-Cerritos, Arcadia, Monterey Park, and other surrounding areas, providing insurance and financial services tailored to your needs. Our mission is to protect your properties and incomes by offering personalized plans and high-quality services. Contact us today for a free quote on auto, home, renters, life, health, or business insurance. Our dedicated staff can assist you in Cantonese, Mandarin, Tagalong, and English, ensuring that you receive the best insurance solutions. Remember, we are here to help you safeguard what matters most to you.
12140 Artesia Blvd Ste 102 Artesia, Cerritos, CA 90701, United States -
Farmers Insurance - Douglas Schouten
● ClosedFarmers Insurance - Douglas Schouten is an insurance agency located at 17777 Center Court Drive North, Cerritos, California, United States. The Schouten Insurance Agency offers personalized insurance solutions for families and small businesses in California. Specializing in Life, Home, Auto, Umbrella, and Business Insurance, the agency serves communities in Los Angeles and Orange County. The goal is to provide peace of mind for clients through reliable service. The agency is available to clients day or night, offering assistance with comprehensive coverage, deductibles, and more. Whether you need Car insurance, Home insurance, Life insurance, Renters insurance, Business insurance, or Condo insurance, the agency can help customize a plan to fit your needs and budget. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other affiliated companies provide underwriting for insurance policies offered through the agency. Securities are offered through Farmers Financial Solutions, LLC. Contact Farmers Insurance - Douglas Schouten for more information and to discuss your insurance needs.
17777 Center Ct Dr N #600, Cerritos, CA 90703, United States -
Farmers Insurance - Albert Canedo
● ClosedFarmers Insurance - Albert Canedo is an insurance agency located at 9042 Garfield Avenue in Huntington Beach, California. Albert Canedo, the agent, holds an Associate's degree from Cerritos College and a Bachelor's degree from Cal-State Long Beach. He has been a resident of Huntington Beach for the past decade and is passionate about serving the community. The agency focuses on simplifying the insurance process in three easy steps: assessing the client's situation, educating them on how insurance works, and making personalized recommendations for coverage. Albert Canedo enjoys sports, the beach, technology, and exploring new restaurants in the local area.
9042 Garfield Ave Ste 216, Huntington Beach, CA 92646, United States -
Western & Southern Life Insurance Company
● ClosedWestern & Southern Life Insurance Company, located at 17777 Center Court Drive South, Cerritos, California, is a trusted insurance agency dedicated to helping individuals and businesses plan for their financial future. Our wide range of products and personalized guidance can help you navigate through the complex decisions involved in financial planning. Explore our financial tools, educational resources, and interactive calculators to feel more confident about managing your money and achieving your goals. With a commitment to providing high-quality products and services, Western & Southern Life is here to support you every step of the way. Our comprehensive rewards package and training opportunities demonstrate our dedication to your personal success. Contact our Greater Los Angeles Agency to learn more about our offerings and how we can help you secure your family's financial future. Please note that not all Agents are registered to sell securities, and it is important to speak with a licensed Agent if you have specific investment needs. Trust Western & Southern Life to provide the guidance and solutions you need to protect your loved ones and plan for a secure future.
17777 Center Ct Dr S Suite 625, Cerritos, CA 90703, United States -
Time Finance
● ClosedTime Finance is a reputable financial institution located on 183rd Street in Cerritos, California, United States. Specializing in a wide range of financial services, including loans, investments, and financial planning, Time Finance is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a track record of success, Time Finance is a trusted partner for all your financial needs. Visit us today to learn more about how we can help you secure your financial future.
10900 E, 183rd St #185, Cerritos, CA 90703, United States -
Sarita Bhasin - State Farm Insurance Agent
● ClosedSarita Bhasin - State Farm Insurance Agent is a trusted insurance agency located at 10751 South Street in Cerritos, California. Our dedicated team of insurance representatives is committed to providing personalized coverage and exceptional customer service to our Good Neighbors in Los Angeles and Orange counties. We have been recognized locally and nationally, earning multiple awards in 2020 and 2021. Our office offers a variety of insurance products, including Health, Life, Homeowners, Auto, Renters, and Business coverage. We are fluent in both English and Spanish to better serve our diverse community. Whether you are looking for car insurance, life insurance, health insurance, or more, please feel free to call, text, or visit our office for a free quote. Our team is here to help you find the perfect insurance plan for you and your family. We also offer the option to bundle home and auto policies for additional savings. If you are interested in Life Insurance, don't hesitate to ask us for more information.
10751 South St, Cerritos, CA 90703, United States -
Latona #2
● ClosedLatona #2 is a finance institution located at 7508 West Cerritos Avenue in Stanton, California. Specializing in financial services, Latona #2 offers a range of solutions for individuals and businesses looking to manage their money effectively. With a team of experienced professionals, this institution provides personalized advice and assistance to help clients achieve their financial goals. Whether you're looking to invest, save, or plan for the future, Latona #2 is dedicated to helping you make informed decisions and secure your financial well-being.
7508 W Cerritos Ave, Stanton, CA 90680, United States -
Brad Garofalo - State Farm Insurance Agent
● OpenBrad Garofalo - State Farm Insurance Agent is an insurance agency located at 2221 Palo Verde Avenue in Long Beach, California, United States. Situated north of the CSULB Pyramid and next to the 405 freeway, this institution is dedicated to helping individuals and families secure their financial futures through life insurance policies. Brad Garofalo, the State Farm Agent, is committed to creating personalized insurance plans that fit the unique needs and budgets of his clients. With over 50 years of combined insurance and financial services experience, Brad and his team provide competitive quotes and unparalleled customer service for auto, home, life, business, and health insurance needs. They are available to serve clients in California, Oregon, Nevada, and Arizona, and offer virtual meetings for convenience. Brad Garofalo is passionate about helping people solve problems and ensuring that his customers feel supported and cared for. In addition to his insurance work, Brad is actively involved in the community, serving as the board chair of the Los Cerritos YMCA and volunteering to ensure that all children and families have access to essential services. With a focus on personalized service and round-the-clock availability, Brad Garofalo - State Farm Insurance Agent is dedicated to providing peace of mind and protection for all their clients.
2221 Palo Verde Ave #2D, Long Beach, CA 90815, United States -
Nationwide Insurance: Patricia Ann Pacheco
● ClosedLocated in Cerritos, California, the Nationwide Insurance agency run by Patricia Ann Pacheco offers a wide range of insurance products to meet your needs. Whether you're looking for auto, home, business, or life insurance, our agency has you covered. We specialize in Agriculture, Auto, Commercial, Condo, Farm, Financial, Home, Life, Powersports, and Renters insurance. Our goal is to provide you with easily customizable policies explained in language that is easy to understand. We want to make sure you have the coverage you need to drive with peace of mind in Cerritos. When it comes to auto insurance, we start by building a policy that meets your individual needs, including liability, collision, and comprehensive coverage. We also offer discounts for safe drivers and those with the right safety features installed. For homeowners in Cerritos, we offer personalized policy solutions to protect your property and belongings. From Brand New Belongings® to Valuables Plus® coverage, we have options to suit your needs.
18327 Gridley Rd ste b, Cerritos, CA 90703, United States -
Farmers Insurance - Kim Huynh
● ClosedFarmers Insurance - Kim Huynh is an insurance agency located at 19112 Gridley Road, Cerritos, California, United States. As your local Farmers® agent in Cerritos, CA, Kim Huynh helps customers identify the insurance coverage that best fits their needs. Whether it's auto, home, renters, business insurance, and more, Kim Huynh has the knowledge and experience to help clients understand their coverage options. By providing personalized and straightforward service, Kim Huynh aims to make clients smarter about insurance. With over 80 years of experience, Farmers Insurance offers competitive rates and multi-line insurance discounts to help clients save money. From car insurance to life insurance, Kim Huynh is dedicated to helping clients create a solid financial plan for a secure future. Contact Farmers Insurance - Kim Huynh today for a personalized insurance quote and to discuss your coverage options.
19112 Gridley Rd Ste 236, Cerritos, CA 90703, United States -
Sam Hooper & Associates Inc.
● OpenSam Hooper & Associates Inc. is an insurance agency located at 17316 Edwards Road in Cerritos, California, United States. Our mission is to be an essential part of your claims management process for all types of claims. We are dedicated to providing high-quality claims service in today's challenging claims environment. Insurance companies, self-insured entities, public entities, and their attorneys are increasingly being scrutinized for the level of service they provide, and we are here to help meet those expectations. We believe that effective claim management involves early identification of issues, thorough gathering of facts and data, analysis of coverage and liability, and clear communication with our clients and claimants. Our team works diligently to provide claims handlers with the information they need to make informed decisions. Trust Sam Hooper & Associates Inc. to handle your claims with professionalism and expertise.
17316 Edwards Rd # 100, Cerritos, CA 90703, United States -
Farmers Insurance - Juan Martinez
● ClosedFarmers Insurance - Juan Martinez is an insurance agency located at 17315 Studebaker Road, Cerritos, California, United States. Juan Martinez, with over 25 years of service experience, has been serving the Beverly Hills and West Los Angeles area for the past 20 years. With a background in customer service from renowned stores like Brooks Brothers and Nieman Marcus, Juan Martinez now brings his expertise to Farmers Insurance. The agency offers a consultative approach and customizable policies for home, life, auto, renters, and business insurance. They prioritize educating customers about insurance and building personalized insurance packages. Located conveniently off the 91 Freeway, customers can stop by for assistance. Services include comprehensive coverage, collision coverage, deductibles, medical payments, and more. Farmers Insurance has been providing insurance products for over 80 years, offering competitive rates and multi-line insurance discounts. Whether you need auto, home, life, renters, condo, or business insurance, Juan Martinez is dedicated to helping you protect what matters most. Contact Farmers Insurance - Juan Martinez for personalized insurance solutions and financial planning.
17315 Studebaker Rd Ste 202b, Cerritos, CA 90703, United States -
Trio Group LLC
● OpenTrio Group LLC, located at 2632 Yuba Street, El Cerrito, California, is a business consulting firm that specializes in helping businesses understand their financial situation, plan for the future, and set strategic goals for growth. With a team of experienced professionals, Trio Group offers personalized consulting services to assist clients in improving their business strategies and achieving success. In today's competitive business environment, Trio Group understands the challenges that business owners face. The firm provides a multi-platform solution that includes financial analysis, strategic planning, and operational support to ensure that businesses are ready to compete on a global scale. With a focus on customer service, business development, and personal growth, Trio Group helps clients navigate the complexities of running and growing a successful business.
2632 Yuba St, El Cerrito, CA 94530, United States -
HarborLight Investments
● ClosedHarborLight Investments is a reputable finance institution located in El Cerrito, California, United States. With a strong focus on providing expert financial services and investment solutions, HarborLight Investments is dedicated to helping clients achieve their financial goals. Our team of experienced professionals offers personalized guidance and tailored strategies to help individuals and businesses make informed financial decisions. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, HarborLight Investments is committed to delivering exceptional service and results. Contact us today to learn more about how we can assist you in reaching your financial objectives.
El Cerrito, CA 94530, United States -
Andi Chen, CPA & Co.
● OpenAndi Chen, CPA & Co. is a highly reputable accounting firm located at 17777 Center Court Drive North in Cerritos, California. With a team of experienced and skilled Certified Public Accountants, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and consulting. Known for their professionalism and dedication to their clients, Andi Chen, CPA & Co. is committed to helping individuals and businesses achieve their financial goals. Whether you need assistance with tax planning or bookkeeping, you can trust Andi Chen, CPA & Co. to provide expert guidance and personalized service.
17777 Center Ct Dr N, Cerritos, CA 90703, United States -
Tax Preparation Services
● OpenTax Preparation Services is a professional institution located at 12800 Center Court Drive South in Cerritos, California. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses navigate the complexities of tax preparation. With years of experience and a commitment to excellence, we ensure that our clients receive accurate and timely tax services to meet their financial needs. Whether you need assistance with filing your personal taxes or require comprehensive tax planning for your business, Tax Preparation Services is here to help. Trust us to handle your tax preparation with precision and integrity.
12800 Center Ct Dr S, Cerritos, CA 90703, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 10620 San Pablo Avenue in El Cerrito, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit their office in El Cerrito today to learn more about how they can help you achieve your financial goals.
10620 San Pablo Ave, El Cerrito, CA 94530, United States -
Meseret Y. Zeleke, CPA
● ClosedMeseret Y. Zeleke, CPA is a reputable accounting and finance institution located at 521 El Cerrito Plaza in El Cerrito, California, United States. With a team of experienced Certified Public Accountants, they provide a wide range of financial services including tax preparation, audit, bookkeeping, and financial planning. Their dedication to excellence and commitment to client satisfaction make them a trusted choice for individuals and businesses seeking professional financial guidance. Visit Meseret Y. Zeleke, CPA for expert financial advice and reliable accounting services.
521 521 El Cerrito Plaza APT 521, El Cerrito, CA 94530, United States -
Cinnamon Tax & Accounting
● ClosedCinnamon Tax & Accounting is a trusted financial institution located at 17777 Center Court Drive North in Cerritos, California. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, payroll services, and financial planning. Whether you need assistance with tax filing or strategic financial advice, Cinnamon Tax & Accounting is here to help you navigate the complexities of the financial world. Trust us to handle all your accounting needs with professionalism and expertise.
17777 Center Ct Dr N #600, Cerritos, CA 90703, United States
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