Financial portfolio management in Long Beach, CA
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William Yuen - Raymond James
● OpenWilliam Yuen - Raymond James is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, William Yuen - Raymond James has the expertise and resources to provide top-notch financial solutions. Their team of experienced professionals is dedicated to providing personalized service and tailored advice to each client. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
William Allan Investment Advisors
● ClosedWilliam Allan Investment Advisors is a finance institution located at 100 Oceangate in Long Beach, California, United States. Our primary goal is to help individuals build wealth through investing in stocks, while also introducing income-focused securities such as REITs, preferred stocks, utilities, and bonds to meet individual needs. We believe in creating portfolios of individual securities tailored to each client's specific income and growth goals. For individuals, we work with clients who are committed to long-term wealth building, offering services in wealth planning, tax analysis, and portfolio management. With over two decades of experience, we believe that success can be achieved through a lifetime focus on these key areas.
100 Oceangate #1200, Long Beach, CA 90802, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
1848 S Elena Ave Suite 100, Redondo Beach, CA 90277, United States -
Lederer & Associates Investment Counsel
● ClosedLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States -
The Bahnsen Group - CA
● ClosedThe Bahnsen Group - CA is a leading finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experts offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, The Bahnsen Group - CA is dedicated to providing top-tier financial advice and guidance. Visit us today to learn more about how we can help you secure your financial future.
520 Newport Center Dr STE 300, Newport Beach, CA 92660, United States -
Sandra Devich - Morgan Stanley
● OpenSandra Devich - Morgan Stanley is a prominent finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Sandra Devich - Morgan Stanley offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced team of professionals who provide personalized advice and strategic guidance to clients seeking to grow and protect their wealth. Whether you are planning for retirement, saving for a major purchase, or looking to build a diversified investment portfolio, Sandra Devich - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and clarity.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Kayne Anderson Rudnick
● ClosedKayne Anderson Rudnick is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for excellence in investment management, Kayne Anderson Rudnick provides personalized financial services to individuals, families, and institutions. Their team of experienced professionals offers a wide range of investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Kayne Anderson Rudnick is dedicated to providing tailored solutions to meet your needs.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
RockItCoin Bitcoin ATM
● OpenWelcome to RockItCoin Bitcoin ATM, your premier destination for fast and secure cryptocurrency transactions in Los Angeles! Conveniently located at 2498 Lincoln Boulevard, our Bitcoin ATM offers a seamless way to buy and sell Bitcoin and other popular cryptocurrencies. Whether you're a seasoned crypto enthusiast or a newcomer exploring the digital currency world, RockItCoin provides a user-friendly and efficient transaction experience. Our state-of-the-art ATM ensures your transactions are quick and secure, allowing you to manage your crypto portfolio with ease. Visit us today and discover the future of finance at RockItCoin Bitcoin ATM.
2498 Lincoln Boulevard, Los Angeles, California 90291, United States -
Coinstar Kiosk - Bitcoin ATM
● ClosedWelcome to Coinstar Kiosk - Bitcoin ATM, conveniently located at 2120 Pacific Avenue inside Northgate Markets in Long Beach, California. Our state-of-the-art Bitcoin ATM provides a seamless and secure way to buy and sell Bitcoin, making cryptocurrency transactions easy and accessible for everyone. Whether you're a seasoned investor or new to the world of digital currency, our user-friendly interface ensures a smooth experience. As a trusted financial service provider, we prioritize your security and privacy, offering a reliable platform for all your Bitcoin needs. Our kiosk is part of a global network, ensuring you receive competitive rates and efficient service. Located within the vibrant Northgate Markets, you can enjoy a convenient shopping experience while managing your cryptocurrency portfolio.
2120 Pacific Avenue Northgate Markets, Long Beach, California 90806, United States -
Coinstar Kiosk - Bitcoin ATM
● ClosedWelcome to Coinstar Kiosk - Bitcoin ATM, your convenient and secure destination for all your cryptocurrency needs located at Safeway on 4550 Atlantic Avenue, Long Beach, California. Our state-of-the-art Bitcoin ATM offers a seamless experience for buying and selling Bitcoin, making it easier than ever to manage your digital assets. Situated in a prime location within the Safeway store, our kiosk is accessible and user-friendly, designed to cater to both beginners and experienced cryptocurrency enthusiasts. Whether you're looking to invest in Bitcoin or convert your digital currency to cash, our reliable service ensures fast and secure transactions. Visit us today to explore the future of finance and experience the ease of managing your cryptocurrency portfolio at Coinstar Kiosk - Bitcoin ATM.
4550 Atlantic Avenue Safeway, Long Beach, California 90807, United States -
Coin Cloud Bitcoin ATM
● ClosedWelcome to Coin Cloud Bitcoin ATM, your premier destination for seamless cryptocurrency transactions in Long Beach, California. Conveniently located at 1168 East 4th Street, our state-of-the-art Bitcoin ATM offers a secure and user-friendly platform for buying and selling Bitcoin and other popular cryptocurrencies. Whether you're a seasoned crypto enthusiast or new to the digital currency world, our ATM provides an easy and efficient way to manage your crypto portfolio. Open 24/7, Coin Cloud Bitcoin ATM ensures you have access to your digital assets whenever you need them. Visit us today and experience the future of finance with unparalleled convenience and security.
1168 East 4th Street, Long Beach, California 90802, United States -
Coinstar Kiosk - Bitcoin ATM
● ClosedWelcome to Coinstar Kiosk - Bitcoin ATM, your convenient destination for all your cryptocurrency needs. Located at 5450 Cherry Avenue Super Center Concepts in Long Beach, California, our kiosk offers a seamless and secure way to buy and sell Bitcoin. Whether you're a seasoned investor or new to the world of digital currency, our user-friendly interface ensures a hassle-free experience. As a trusted and reliable financial service provider, we prioritize your security and privacy, enabling you to conduct transactions with confidence. Open 24/7, our Bitcoin ATM is perfect for anyone looking to quickly and easily manage their cryptocurrency portfolio on their schedule.
5450 Cherry Avenue Super Center Concepts, Long Beach, California 90805, United States -
ATM Machine at Jerry's Place
● OpenWelcome to the ATM Machine at Jerry's Place, your premier destination for all things ATM in Long Beach, California. Conveniently located at 1537 East 4th Street, our facility offers unparalleled access to financial services, making it easier than ever to manage your money. Are you curious about the ATM business or looking to enhance your financial portfolio with ATM machines and processing services? Discover the secrets that ATM machine owners use to generate a lifetime of passive income. Whether you're interested in owning an ATM or having us place a free ATM in your establishment, you'll benefit from reduced credit card fees and increased customer retention. Plus, as an ATM owner, you can enjoy a profitable return with minimal effort.
1537 East 4th Street, Long Beach, California 90802, United States -
Bitcoin Depot - Bitcoin ATM
● ClosedWelcome to Bitcoin Depot - Bitcoin ATM, your premier destination for seamless and secure cryptocurrency transactions in Long Beach, California. Conveniently located at 1600 Loma Avenue, our state-of-the-art Bitcoin ATM offers a user-friendly experience for both beginners and seasoned crypto enthusiasts. At Bitcoin Depot, we understand the growing need for accessible and reliable financial solutions. Our Bitcoin ATM provides a quick and easy way to buy and sell Bitcoin, ensuring you have access to your digital assets whenever you need them. With a focus on security and efficiency, our service is designed to empower you to take control of your financial future.
1600 Loma Avenue, Long Beach, California 90804, United States -
KAL Capital Markets LLC
● ClosedWelcome to KAL Capital Markets LLC Located in the heart of Long Beach, California, KAL Capital Markets LLC is your trusted partner in navigating the complex world of finance. Situated at 3738 Bayer Avenue, our firm specializes in providing expert financial services tailored to meet the unique needs of our diverse clientele.
3738 Bayer Avenue, Long Beach, California 90808, United States -
Coin Cloud Bitcoin ATM
● ClosedWelcome to Coin Cloud Bitcoin ATM, conveniently located at 6244 Pacific Coast Highway, Long Beach, California 90803. As a leading provider in the world of digital finance, we offer a seamless and secure way to buy and sell Bitcoin and other cryptocurrencies. Our state-of-the-art ATM is designed to cater to both beginners and experienced users, ensuring a user-friendly experience for all. At Coin Cloud Bitcoin ATM, our goal is to make cryptocurrency transactions easy and accessible. Whether you're looking to invest in Bitcoin for the first time or manage your existing digital portfolio, our ATM offers a reliable solution. Our machine supports a wide range of cryptocurrencies, allowing you to diversify your investments with ease.
6244 Pacific Coast Highway, Long Beach, California 90803, United States -
Augustus Wealth
● ClosedWelcome to Augustus Wealth – Your Partner in Financial Success Located at 350 Main Street, Seal Beach, California, Augustus Wealth is a premier financial consulting and wealth management firm dedicated to empowering professionals with equity compensation, particularly those in the tech, space, and related industries. Our mission is to modernize financial planning and portfolio management, helping you unlock the full potential of your equity and achieve your financial goals.
350 Main Street, Seal Beach, California 90740, United States
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