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TOP 30 Financial portfolio management in Orange, CA
9 results found
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Utopia Property Management | Los Angeles, CA
Utopia Property Management in Los Angeles, California, offers expert management services for rental properties. With over 25 years of experience, our licensed professionals specialize in leasing, marketing, accounting, and day-to-day management. We provide comprehensive services to help property owners fill vacancies, increase revenues, and manage expenses efficiently. From single units to large portfolios, we cater to the needs of individual owners, investors, and investment firms. Our team is dedicated to providing top-quality service at competitive rates, utilizing advanced technology to streamline processes. We are registered and licensed with the California Department of Real Estate, ensuring compliance with DRE and HOA policies. Serving areas like Orange County, West Hollywood, Culver City, and Sherman Oaks, we are a trusted choice for property management in the Greater Los Angeles area.
Key Breeze Property Management
Key Breeze Property Management, located at 34148 Pacific Coast Highway in Dana Point, California, is a real estate agency dedicated to helping clients maximize the value of their rental portfolios. Our team of rental specialists uses proven strategies to generate impressive returns while taking care of day-to-day rental management needs. We provide full-service property management across South Orange County, from Dana Beach to Mission Viejo and San Clemente. Our team markets rental homes using traditional advertising and digital property listings, schedules showings, handles applications, and answers questions for prospective tenants.
Promise Property Management
Promise Property Management is Southern California's Premier Property Management Company located at 323 North Coast Highway in Oceanside, California. We take pride in aggressively marketing our properties using traditional and digital advertising tools to connect with a wide audience. Our rigorous tenant screening process ensures that only the best tenants are placed in your property. We handle all maintenance tasks, process repair requests, and ensure that the work is done correctly. Our experienced team manages all accounting needs and ensures that rent checks are disbursed on time. At Promise Property Management, we prioritize great service and aim to treat everyone with respect and helpfulness. Our team is responsive to emails and phone calls, always ready to assist you with any inquiries. We work hard to keep our clients compliant with housing ordinances and legislation to minimize liability. With a focus on delivering dependable results without sacrificing integrity, we make managing your rental property stress-free.
Orange County Investment Group
Orange County Investment Group, located at 10540 Talbert Avenue in Fountain Valley, California, is a reputable finance institution that has been providing expert investment management and unbiased financial planning services since 2003. With a focus on diversified portfolios, ongoing management, specialized products, cost analysis, resource management, and asset preservation, our experienced team has successfully served over 250 clients. We take pride in catering to multiple family generations and have a diverse set of clientele. Our investment professionals are registered with FINRA and offer securities and advisory services through LPL Financial, a registered investment advisor. Residents of California, Florida, Maine, Nevada, Texas, Arizona, New Mexico, Utah, Washington, Wyoming, New Jersey, Oregon, and Alabama can benefit from our services.
World Financial Group Inc
World Financial Group Inc is a renowned financial institution located at 1835 West Orangewood Avenue in Orange, California, United States. Specializing in finance, World Financial Group Inc offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Financial Group Inc is dedicated to providing top-notch financial advice and solutions to its clients. Whether you are looking for investment opportunities, retirement planning, insurance coverage, or wealth management, World Financial Group Inc is here to help you navigate the complex world of finance and secure your financial future.
Romero Wealth Management, Inc.
Romero Wealth Management, Inc. is a prestigious finance, health, and insurance agency located at 2520 North Santiago Boulevard in Orange, California, United States. Recognized as one of Forbes Best-In-State Wealth Advisors from 2018 to 2022, Daniel Romero, CFP®, has also been acknowledged as a top wealth advisor by Forbes and LPL Financial. Additionally, he has been recognized by the Financial Times as a top retirement plan advisor and is certified by the Centre for Fiduciary Excellence, LLC (CEFEX). At Romero Wealth Management, Inc., we prioritize understanding our clients to create tailored investment portfolios based on their needs and risk tolerance. Our holistic approach to personal wealth management allows us to identify how different components interact and address any threats to overall financial wellness. We specialize in helping plan sponsors navigate the complexities of 401(k) plan administration and ensure compliance.
Guardian Financial Partners
Guardian Financial Partners, located in Orange, California, is a finance institution dedicated to serving as your personal fiduciary. With a focus on your interests, well-being, and success, our founding partners strive to provide top-notch advisory services to clients. As a Registered Investment Adviser, we ensure that our representatives are properly licensed to offer the best financial advice. Our team of experts at Guardian Financial Partners manages clients' accounts using a variety of investment techniques and strategies to help them achieve their financial goals. While past performance is not indicative of future results, we work diligently to minimize risk and maximize returns for our clients. For more information about our services, fees, and background, please refer to our Form ADV and Form CRS documents. Trust Guardian Financial Partners to be your trusted partner in financial success.
Merrill Lynch Financial Advisor Martha Sanchez Cannady
Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.
Martin A. Shapiro , CFP, MSFS
Martin A. Shapiro, CFP, MSFS is a reputable finance institution located at 500 North State College Boulevard in Orange, California, United States. Specializing in financial planning and wealth management, Martin A. Shapiro offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner (CFP) designation and a Master of Science in Financial Services (MSFS) degree, Martin A. Shapiro is dedicated to providing top-notch financial services to individuals and businesses in the Orange area. Trust Martin A. Shapiro for all your financial needs and secure a prosperous financial future.
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