Financial planning for retirement in Beverly Hills, California
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Platinum Wealth Advisors
Platinum Wealth Advisors is a leading financial planning firm specializing in Retirement Planning, Tax Planning, and Wealth Management. Located at 100 Oceangate in Long Beach, California, our team operates under the Fiduciary Standard, always prioritizing our clients' needs. We offer informative retirement workshops at various universities in California, presenting strategies to maximize Social Security benefits, reduce risk, and minimize taxes. Our clients, primarily pre-retirees and retirees aged 60 and up, can also benefit from insurance services provided by Platinum Life Financial and Insurance Services. With offices in Beverly Hills, Manhattan Beach, Long Beach, and Irvine, we are dedicated to helping our clients achieve their financial goals and secure their future. Contact us today for personalized financial advice and investment solutions.
Sagient
Sagient is a reputable finance and insurance agency located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California. With a team of experienced professionals, Sagient offers a wide range of financial services and insurance products to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Sagient is dedicated to providing top-notch services and personalized solutions to help you achieve your financial goals. Visit Sagient today and let their experts guide you towards a secure and prosperous future.
Don Harrington, CFP
Don Harrington, CFP is a prestigious financial institution located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California. As a Certified Financial Planner (CFP), Don Harrington offers expert financial advice and services to individuals and businesses looking to secure their financial future. With a strong reputation for integrity and professionalism, Don Harrington, CFP is dedicated to helping clients achieve their financial goals and make informed decisions about their money. Whether you are looking for retirement planning, investment advice, or estate planning, Don Harrington, CFP is committed to providing personalized and comprehensive financial solutions to meet your needs.
Smith Robert
Smith Robert is a prestigious finance institution located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California. With a reputation for excellence and expertise in the financial industry, Smith Robert offers a wide range of services to clients seeking financial advice and investment opportunities. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the dedicated team at Smith Robert is committed to helping you achieve your goals. Trust Smith Robert for all your financial needs in Beverly Hills, California.
Desert Capital Management Group Inc.
Desert 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.
Crane Asset Management
Crane Asset Management is a renowned finance institution located on the prestigious Wilshire Boulevard in Beverly Hills, California, United States. With a reputation for excellence in wealth management and investment strategies, Crane Asset Management offers personalized financial solutions to clients seeking to grow and protect their assets. Our team of experienced professionals is dedicated to providing top-tier service and expertise in navigating the complexities of the financial markets. Trust Crane Asset Management to help you achieve your financial goals and secure your future.
Guterman Organization
The Guterman Organization is a prestigious finance institution located at 8383 Wilshire Boulevard in Beverly Hills, California, United States. With a reputation for excellence and expertise in the financial industry, the Guterman Organization offers a wide range of financial services to clients, including wealth management, investment advisory, and financial planning. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit the Guterman Organization today to experience top-notch financial services in a luxurious setting.
Brian Gilder
Brian Gilder is a prestigious finance institution located at 8383 Wilshire Boulevard in the heart of Beverly Hills, California, United States. With a strong reputation for providing top-notch financial services, Brian Gilder offers a wide range of financial solutions to individuals, businesses, and organizations. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, financial planning, or wealth management services, Brian Gilder is the go-to institution for all your financial needs.
David Smith, Hilltop Securities, Inc.
David Smith, Hilltop Securities, Inc. is a renowned finance institution located at 8350 Wilshire Boulevard in Beverly Hills, California, United States. With a strong reputation for providing top-notch financial services, David Smith, Hilltop Securities, Inc. offers expert advice and personalized solutions to meet the diverse needs of its clients. Whether you are looking for investment advice, retirement planning, or wealth management services, the experienced team at David Smith, Hilltop Securities, Inc. is dedicated to helping you achieve your financial goals.
Hilltop Securities Inc.
Hilltop Securities Inc. is a leading finance institution located at 8350 Wilshire Boulevard in Beverly Hills, California, United States. With a strong reputation for excellence in financial services, Hilltop Securities Inc. offers a wide range of investment and advisory services to clients across the country. Their team of experienced professionals is dedicated to providing top-notch solutions for all your financial needs. Whether you are looking for investment opportunities, retirement planning, or wealth management, Hilltop Securities Inc. is committed to helping you achieve your financial goals.
Merrill Lynch Private Wealth Advisor Ryan Patrick Allen
Merrill Lynch Private Wealth Advisor Ryan Patrick Allen, located at 9595 Wilshire Boulevard in Beverly Hills, California, offers specialized services and industry-leading research to help clients stay ahead in managing their wealth. With a focus on personalized service and trust, the team at Merrill Private Wealth Management, led by Rebecca Rothstein, provides expertise in wealth management, tax minimization, and estate planning for affluent individuals, families, and institutions. The team, including Evan Rothstein, Herman Quispe, John Vukson, and Tim Leonard, offers a range of financial services, including investment analysis, asset allocation, lending, and insurance, to address the unique needs of high-net-worth clients. Jennifer, with her extensive operations experience, focuses on initial public offerings, insurance, and estate planning services. Recognized by top financial publications, the team at Merrill Lynch Private Wealth Advisor is dedicated to providing exceptional client service and helping clients achieve their wealth management goals.
Alan Mehdiani, CPA, Tax Accountant
Alan Mehdiani, CPA, Tax Accountant is a premier tax and accounting firm located in Beverly Hills, California. Our team of dedicated CPAs, EAs, and tax professionals offer a full range of services to clients in all 50 states. Whether you need help with tax planning, income tax return preparation, or resolving income tax problems with the IRS, we are here to assist you. Our services also include business formation, financial planning, investments, and real estate transactions. With a focus on helping small businesses grow and succeed, our lead Senior Accountant, Herber Palacios, manages every aspect of our clients' needs. Contact us today for a free tax evaluation and let us become a part of your financial team.
Hakimi CPA, APC
Hakimi CPA, APC is a reputable accounting and finance institution located in the heart of Beverly Hills, California. With a prime location at 291 La Cienega Boulevard, this institution offers top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Hakimi CPA, APC is dedicated to helping clients achieve their financial goals with precision and expertise. Trust in their team of experienced professionals to provide personalized and reliable financial solutions for all your accounting needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 9744 Wilshire Boulevard in Beverly Hills, California, United States. With a reputation for excellence in tax preparation and financial services, H&R Block has been serving clients for years with expert knowledge and personalized solutions. Whether you need assistance with filing taxes, financial planning, or other accounting needs, H&R Block is dedicated to providing top-notch service and expertise to help you achieve your financial goals.
Equity Tax
Equity Tax is a premier accounting and finance institution located at 269 South Beverly Drive in Beverly Hills, California, United States. Our team of tax experts is dedicated to helping you maximize your refund and keep more of your hard-earned money. When you refer a friend to Equity Tax, you can earn up to $15 in rewards and your friend will receive $25 off their tax preparation services. With our motto "It's Not What You Make It's What You Keep", we strive to find every dollar possible for you. At Equity Tax, there are no surprises - you'll know the price before you start. Our newly designed ET app makes tax preparation seamless, allows you to connect with a tax professional virtually, explore mobile banking, and plan for next year. Let us do all the work and get connected with a tax expert today!
Marlowe Susan
Marlowe Susan is a reputable accounting and finance institution located at 8913 West Olympic Boulevard in Beverly Hills, California, United States. With a team of experienced professionals, Marlowe Susan offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and more. Clients can trust Marlowe Susan for accurate and reliable financial advice and assistance.
Taxation Solutions, Inc.
Taxation Solutions, Inc. is a premier accounting, finance, and legal institution located at 9107 Wilshire Boulevard in Beverly Hills, California. Our team of experienced professionals is dedicated to providing top-notch tax solutions and expert advice to individuals and businesses alike. Whether you need help with tax preparation, IRS negotiations, or financial planning, our knowledgeable staff is here to assist you every step of the way. Trust Taxation Solutions, Inc. for all your tax and financial needs in the heart of Beverly Hills.
Frank Akef & Co.
Frank Akef & Co. is a renowned accounting and finance institution located at 8350 Wilshire Boulevard in Beverly Hills, California, United States. We are currently looking to expand our team and are seeking qualified individuals for a Junior/Senior Accountant/Bookkeeper position. Our services include annual financial statements, quarterly/monthly reconciliations and reports, bookkeeping, insurance, pension plans, taxes, payroll, individual and business tax returns, family trusts, partnerships, and more. With over 40 years of experience, our philosophy revolves around treating every client as a unique individual with specific needs and desires. We are known as the "Family Wealth Preservation Company" because we go above and beyond to provide tailored services to meet your requirements. Our team consists of experts in tax, accounting, technology, and customer service, ensuring that we offer a comprehensive approach to fulfilling the financial needs of our clients. We are committed to professionalism, courtesy, and excellence, and our clients value us as much as we value them. Contact Frank Akef & Co. today to learn more about our services and how we can help you achieve your financial goals.
imperial real estate
Welcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.
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