Financial planning for small business owners in Newport Beach, CA
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Merrill Lynch Financial Advisor Adam Levi
● ClosedMerrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.
520 Newport Center Dr, Newport Beach, CA 92660, 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 -
David Misiego - State Farm Insurance Agent
● ClosedDavid Misiego - State Farm Insurance Agent is a reputable insurance agency located at 227 20th Street in Newport Beach, California. As the proud owner of this agency licensed in California, Arizona, and Nevada, I am passionate about helping individuals and small business owners protect what matters most to them. Our one-stop shop offers a variety of insurance services including auto, home, business, and life insurance, as well as retirement and insurance planning. We believe in providing top-notch service and customer satisfaction, which is why we offer free insurance reviews and 24/7 State Farm customer service. Our experienced team is dedicated to helping you with all your insurance needs. Whether you are looking for a car insurance quote or business insurance planning services, we are here to assist you. Contact us today for more information and guidance on securing your financial future.
227 20th St #100, Newport Beach, CA 92663, United States -
Farmers Insurance - Joel Clark
● ClosedFarmers Insurance - Joel Clark is a trusted insurance agency located at 1200 Quail Street in Newport Beach, California. As your local Farmers agent in Orange, CA, Joel Clark helps customers identify the insurance coverage that best fits their needs. Joel offers personalized service to make sure you are well-informed about your insurance options, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance has a proven track record of providing reliable coverage for your most valuable possessions. Joel Clark can help you navigate the complexities of insurance, whether you need comprehensive coverage, collision coverage, or medical payments.
1200 Quail St Ste 115, Newport Beach, CA 92660, United States -
Farmers Insurance - Tom Birkinbine
● ClosedFarmers Insurance - Tom Birkinbine is a trusted insurance agency located at 1101 Dove Street in Newport Beach, California. As your local Farmers agent, Tom Birkinbine helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, or business insurance, Tom has the knowledge and experience to guide you through the process and make sure you are well-informed about your coverage options. With over 80 years of experience, Farmers Insurance has been providing reliable insurance products to protect your most valuable possessions. From competitive rates on home insurance to affordable renters insurance to customized business insurance packages, Tom Birkinbine can help you find the right coverage to reduce your risk and protect your investments.
1101 Dove St Ste 238, Newport Beach, CA 92660, United States -
Farmers Insurance - Daryl Tallon
● ClosedFarmers Insurance - Daryl Tallon is an insurance agency located at 2503 Eastbluff Drive in Newport Beach, California. As a local Farmers® agent, Daryl Tallon helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Daryl has the knowledge and experience to help you understand your options. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of disaster. Daryl Tallon can also help you with life insurance, renters insurance, condo insurance, and personal umbrella insurance. Additionally, if you're a small business owner, Daryl can assist you in customizing a business insurance package to reduce your risk and protect your investment. Contact Daryl Tallon today to discuss your insurance needs and create a plan for a secure financial future.
2503 Eastbluff Dr # 204, Newport Beach, CA 92660, United States -
Midwin, Vogel & Nathanson, LLP
● OpenMidwin, Vogel & Nathanson, LLP is a leading accounting and finance institution located at 2801 West Coast Highway in Newport Beach, California, United States. With a team of highly skilled professionals, they provide a wide range of services including tax preparation, financial planning, and audit services. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are a small business owner or an individual looking for financial guidance, Midwin, Vogel & Nathanson, LLP is dedicated to helping you achieve your financial goals.
2801 West Coast Hwy # 390, Newport Beach, CA 92663, United States -
James Valle & Company, CPAs
● ClosedJames Valle & Company, CPAs is a reputable accounting and finance institution located at 4667 Macarthur Boulevard in Newport Beach, California, United States. With a team of highly skilled certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to providing top-notch financial solutions tailored to meet their individual needs. Whether you are a small business owner or an individual looking for professional financial guidance, James Valle & Company, CPAs is here to help you achieve your financial goals.
4667 MacArthur Blvd Suite 400, Newport Beach, CA 92660, United States -
Gregor & Co AAC
● ClosedGregor & Co AAC is a leading accounting and finance institution located at 3 Corporate Plaza Drive in Newport Beach, California, United States. With a team of experienced professionals, they offer a wide range of services including tax planning, auditing, financial consulting, and more. Whether you are a small business owner or an individual looking for financial guidance, Gregor & Co AAC is dedicated to providing top-notch services tailored to your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.
3 Corporate Plaza Dr # 260, Newport Beach, CA 92660, United States
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