Financial resources management in Irvine, California

Located in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.

Denis Doulgeropoulos MassMutual Life Insurance Agent is a trusted institution located at 2020 Main Street, Irvine, California, United States. Specializing in finance, health, and insurance services, Denis Doulgeropoulos is committed to helping clients navigate the complexities of financial planning and secure their future. With a focus on Orange County Life Insurance, Long-term Care, Disability Insurance, and Annuities, Denis provides expert advice and personalized solutions to meet individual needs and goals. Clients praise Denis for his knowledge, professionalism, and dedication to helping them make informed decisions about their financial future. Whether it's setting up life insurance policies, retirement annuities, or long-term care plans, Denis goes above and beyond to ensure his clients are well-informed and supported every step of the way.

Luxaira is a prestigious institution located at 1105 Hamal in Irvine, California, United States. Known for its commitment to excellence in education, Luxaira offers a wide range of academic programs and resources to help students achieve their goals. With state-of-the-art facilities and a dedicated faculty, Luxaira provides a supportive and enriching learning environment for students from all walks of life. Whether you are looking to further your career or pursue a new passion, Luxaira is the perfect place to start your journey towards success.

City National Bank, located at 20 Pacifica in Irvine, California, is a trusted financial institution offering a wide range of banking and finance services. Our experienced Relationship Managers are dedicated to providing personalized service to help clients, colleagues, and communities succeed. With a focus on integrity and strong client relationships, City National Bank offers personal, private, and business banking, as well as wealth management, brokerage, and leasing services. We are committed to promoting diversity, equity, and inclusion in the workplace. As a subsidiary of the Royal Bank of Canada, one of the world's largest banks, our clients benefit from a global network of resources and expertise. Choose City National Bank for a tailored banking experience that prioritizes your unique financial goals and needs. Visit us today to discover the difference personalized service can make in achieving your financial success.

Solvable is a leading finance institution located at 530 Technology Drive in Irvine, California. Our team of experts is dedicated to helping individuals and businesses navigate the complex world of finance. Whether you need assistance with budgeting, investing, or managing debt, our knowledgeable staff is here to provide personalized solutions to help you achieve your financial goals. Visit us today to see how Solvable can help you take control of your finances and secure a brighter future.

Capital Alliance is a leading finance institution located at 500 Technology Drive in Irvine, California, United States. With a focus on providing exceptional financial services, Capital Alliance offers a wide range of products and solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment opportunities, wealth management services, or assistance with financial planning, Capital Alliance has the expertise and resources to help you achieve your goals. Our team of experienced professionals is dedicated to providing personalized and tailored advice to ensure that you make sound financial decisions. Visit us today to learn more about how Capital Alliance can help you secure your financial future.

Care Planning Institute is a leading institution located at 7545 Irvine Center Drive in Irvine, California, United States. We specialize in providing comprehensive care planning services to individuals and families in need of support. Our team of experienced professionals is dedicated to creating personalized care plans that address the unique needs and preferences of each client. Whether you are looking for assistance with healthcare decisions, financial planning, or long-term care options, Care Planning Institute is here to help. Contact us today to learn more about our services and how we can support you in planning for the future.

Peggy Langin - State Farm Insurance Agent is a trusted insurance agency located at 21671 Gateway Center Drive in Diamond Bar, California, United States. Our dedicated team is committed to serving all your financial and insurance needs. Whether you need personal or commercial auto and property insurance, business policies, life insurance, or needs analysis, we are here to help. As a first-generation immigrant and a mom of three, I understand the importance of protecting your loved ones and assets. Our office is a resource for newcomers and we offer services in Mandarin Chinese as well as English. We also provide employment practice liability insurance and errors and omission policies for small business owners.

Gleason Insurance Group- Nationwide Insurance is an insurance agency located at 7545 Irvine Center Drive in Irvine, California, United States. They offer a variety of insurance coverage options, including auto, commercial, farm, financial, home, powersports, and human services insurance. They serve clients in AL, AZ, CA, CO, CT, ID, MI, MS, NV, NM, NY, OR, TX, UT, and WA. At Nathan Douglas Gleason, they understand the importance of financial security and offer friendly and professional assistance to help protect your most valuable assets. They work with Nationwide to provide a range of insurance options to meet your needs, including life insurance policies to provide long-term financial stability for your family.

Virscend University is a prestigious institution located in Irvine, California, United States. Situated at 16490 Bake Parkway, the university offers a wide range of programs and courses to students seeking higher education. With a strong emphasis on academic excellence and innovation, Virscend University provides a dynamic learning environment for students to thrive and succeed in their chosen fields. The university is known for its dedicated faculty, state-of-the-art facilities, and commitment to preparing students for successful careers in today's competitive job market. Whether you are pursuing a degree in business, technology, healthcare, or any other field, Virscend University is the perfect place to further your education and achieve your academic goals.

College Pro Consultants - FAFSA Pro is a renowned institution located at 6 Venture, Irvine, California, United States. Specializing in finance and health services, this institution also offers university-level education. With a team of expert consultants, College Pro Consultants - FAFSA Pro provides top-notch assistance with navigating the complex world of FAFSA applications and financial aid. Whether you are a student looking for guidance on funding your education or a professional seeking financial advice, College Pro Consultants - FAFSA Pro is here to help you achieve your goals.

EP Wealth Advisors, located at 18301 Von Karman Avenue in Irvine, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. Their fee-only approach ensures objectivity in investment recommendations. With a personalized touch and deep expertise, clients can focus on what matters most. EP Wealth offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a personalized financial plan. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals.

Located at 16480 Bake Parkway in Irvine, California, The Lady Advisor is a finance institution that offers personalized guidance and support to help individuals achieve their financial goals. Unlike traditional financial advisors, our approach focuses on empowering clients with the knowledge, behaviors, and mindset necessary for lasting financial success. Our team, led by Your Financial Genie, takes a holistic approach to financial planning, aligning money habits with life goals to create a secure future. We develop tailored plans, provide expert advice, and offer accountability to keep clients on track towards financial well-being.

Core Performance Consulting LLC is a leading finance institution located at 18952 Macarthur Boulevard in Irvine, California, United States. With a team of highly skilled and experienced professionals, we provide top-notch consulting services to help our clients achieve their financial goals. Whether you are an individual looking to invest wisely or a business seeking financial guidance, our experts are here to assist you every step of the way. Trust Core Performance Consulting LLC to deliver personalized solutions tailored to your specific needs and objectives.

Fisher Investments, located at 20 Pacifica in Irvine, California, is a leading finance institution with a focus on providing world-class, client-focused service. Our experienced team works with you to create a personalized investment portfolio to help you reach your financial goals. As one of the nation's largest investment advisers for small and mid-sized businesses, we offer valuable insights and resources on popular market topics. Our diverse group of institutional clients includes pension funds, governments, foundations, and endowments. Visit our Irvine office for personalized wealth management services and see how your company's 401(k) compares to industry peers. Please note that investing in securities carries a risk of loss, and past performance is not indicative of future returns. Keep up with the constantly changing market landscape with our expert articles and resources.

Merrill Lynch: Wang Tony is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Tony W Wang, with experience in the financial services industry since 2003, focuses on developing strategies and providing investment guidance for individuals, families, and businesses to help them achieve their short and long-term financial objectives. Wang is a graduate of the University of California at Irvine with a bachelor's degree in Biology. He and his wife, Christine, live in Newport Coast with their three children and are actively involved in supporting children in need in the community. At Merrill Lynch Wealth Management, Tony Wang and his team offer personalized financial planning services centered on client goals and priorities. They believe in building strong client relationships based on trust and personalized service, utilizing the global resources of Merrill and banking solutions from Bank of America. With a focus on understanding each client's unique situation, they design and implement personalized plans to help manage, grow, and preserve wealth while considering future financial needs.

Oracle College Planning is a premier finance institution located in Irvine, California. Our team of experienced advisors is dedicated to helping students and families navigate the complex world of college planning and financial aid. We provide personalized guidance and support to ensure that our clients make informed decisions about their education and financial future. Visit us at 16755 Von Karman Avenue to learn more about how Oracle College Planning can help you achieve your academic and financial goals.

Mercer is a leading finance institution located at 17901 Von Karman Avenue in Irvine, California, United States. With a reputation for excellence and expertise in financial services, Mercer offers a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Mercer has the knowledge and experience to guide you towards success. Trust in Mercer for all your financial needs and experience the difference that their dedicated team of professionals can make in your financial future.

Remedy Payment Solutions is a leading finance institution located at 17291 Irvine Boulevard in Tustin, California, United States. We specialize in providing innovative payment solutions to meet the diverse needs of our clients. Our team of experts is dedicated to helping businesses streamline their payment processes and maximize efficiency. Whether you are a small startup or a large corporation, Remedy Payment Solutions has the expertise and resources to help you achieve your financial goals. Contact us today to learn more about how we can help your business thrive.

ATC Program, located at 3300 Irvine Avenue in Newport Beach, California, is a finance institution dedicated to helping NATCA members understand and prepare for retirement. They offer assistance in completing retirement paperwork at no cost and can help answer important questions regarding retirement planning. Securities are offered through OneAmerica Securities, Inc., a Registered Investment Advisor. Cambridge Financial Partners, LLC, the institution behind ATC Program, is authorized to conduct life insurance and securities business in California and other states where licensed. It is important to note that the content provided by ATC Program is for informational purposes only and should not be considered personalized financial advice. Guarantees are subject to the claims paying ability of the issuing insurance company, and investing involves risk. ATC Program is not affiliated with or endorsed by government agencies such as the Social Security Administration or the Centers for Medicare & Medicaid Services. The institution has been authorized by NATCA to provide seminar content to its members, but this does not constitute an endorsement by NATCA. For specific financial advice, individuals are encouraged to consult with a qualified attorney or tax advisor.

Smith Barney is a leading financial institution located at 19000 Macarthur Boulevard in Irvine, California, United States. As a prominent player in the finance industry, Smith Barney offers a wide range of financial services including wealth management, investment banking, and asset management. With a reputation for excellence and a dedication to customer service, Smith Barney is committed to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or invest in the market, Smith Barney has the expertise and resources to guide you every step of the way. Visit us today to learn more about how we can help you build a secure financial foundation.

Soto & Zuloaga Retirement Group of Wells Fargo Advisors is a trusted finance institution located at 5 Park Plaza in Irvine, California, United States. Specializing in retirement planning, investment strategies, and wealth management, our team of experienced advisors is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the guidance and support they need to secure a comfortable and prosperous retirement. Contact us today to learn more about how we can help you plan for the future.

Morrow & Co. is a reputable accounting and finance institution located at 17291 Irvine Boulevard in Tustin, California, United States. With a team of experienced professionals, Morrow & Co. offers a wide range of financial services to individuals and businesses. From tax preparation to financial planning, the institution is dedicated to helping clients achieve their financial goals. With a focus on integrity and personalized service, Morrow & Co. is committed to providing top-notch financial solutions to meet the needs of their clients.

Safeway Tax is a finance institution located at 1 Park Plaza, Irvine, California, United States. Our mission is to help save you thousands of dollars with the aid of our tax experts, programs, and resources. We offer a "Stay of Enforcement" to protect your assets from IRS seizure and seek out options to save you money. Our experienced team will work tirelessly to deliver a favorable resolution to your tax issues. Our consultation is free, and we will analyze your financial situation to create a personalized plan for the IRS. With our cooperation and expertise, we will inform you on tax returns and present your case to the IRS. Our average completion time is around 3-6 months.

People's Choice Tax & Accounting is a trusted institution located in Tustin, California, specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch tax preparation, bookkeeping, and financial planning services to individuals and businesses alike. Located at 18002 Irvine Boulevard, our convenient location allows us to serve clients throughout the Tustin area and beyond. Whether you need help with tax filing, budgeting, or financial analysis, People's Choice Tax & Accounting is your go-to choice for all your accounting and finance needs.

Located at 530 Technology Drive in Irvine, California, The Accounting Collective is a premier institution specializing in accounting and finance solutions tailored specifically for small businesses and their owners. Feeling overwhelmed by the day-to-day financial tasks of owning a business? Seeking strategies to optimize your tax positions without the stress of complex regulations? The Accounting Collective is here to help.

Masler & Associates, Inc. is a trusted accounting and finance institution located at 16485 Laguna Canyon Road in Irvine, California. Serving the greater Orange County area, Masler & Associates, Inc. specializes in providing effective strategies to lower taxes for trusts and estates, with a focus on small business owners. Whether you are looking to create a trust for your estate or seeking tax tips for the summer, our expert team is here to help. Additionally, our guide for parents on making your child a tax-free millionaire through a Roth IRA is a valuable resource for financial planning. Welcome to Masler & Associates, Inc. where we are dedicated to helping you achieve your financial goals.

Duner and Foote is a reputable accounting and finance institution located at 18818 Teller Avenue in Irvine, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial consulting. Clients can trust Duner and Foote for accurate and reliable financial advice to help them achieve their business goals. Their commitment to excellence and client satisfaction sets them apart in the industry.

Welcome 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.