Financial services in Long Beach, California

Allmerits Financial & Insurance Services is an insurance agency located at 6281 Beach Boulevard, Buena Park, California, United States. Our institution believes in Simple, Creative & Flexible Life Standards. Our services include providing insurance solutions to meet your individual needs and help you secure your financial future. Contact us today to learn more about how we can help you protect what matters most.

Joan Marie Williams: Primerica - Financial Services is a reputable finance and insurance agency located at 16541 Gothard Street in Huntington Beach, California. With a strong focus on helping individuals and families achieve financial security and independence, the institution offers a wide range of services including financial planning, investment strategies, retirement planning, and insurance solutions. The dedicated team at Joan Marie Williams: Primerica is committed to providing personalized and comprehensive financial guidance to help clients reach their financial goals. Whether you are looking to build wealth, protect your assets, or plan for the future, Joan Marie Williams: Primerica is here to assist you every step of the way.

Arthur Eckert - Prudential Financial is a reputable finance and insurance agency located at 14730 Beach Boulevard in La Mirada, California, United States. With a strong focus on providing top-notch financial services and insurance solutions, the institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Their team of experienced professionals offers personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment advice, or insurance coverage, Arthur Eckert - Prudential Financial is committed to providing exceptional service and expertise to help you secure a stable financial future.

California State University, Long Beach is a renowned public university located in the vibrant city of Long Beach, California, United States. As part of the California State University system, CSULB offers a diverse range of academic programs and majors to its students. With a strong focus on research, innovation, and community engagement, the university provides students with the tools and resources they need to succeed in their chosen fields. The campus is known for its beautiful surroundings and state-of-the-art facilities, creating an inspiring and dynamic learning environment for all students. Whether you are interested in business, engineering, the arts, or any other field, California State University, Long Beach offers a top-notch education that will prepare you for a successful future.

College Planning of Greater Long Beach is a prestigious university located at 5199 Pacific Coast Highway in the vibrant city of Long Beach, California, United States. Our institution is dedicated to providing comprehensive and personalized college planning services to help students achieve their academic and career goals. With experienced counselors and a wide range of resources, we strive to guide students through the college application process, financial aid options, and academic planning. Our university is committed to helping students succeed and thrive in their higher education journey.

Long Beach City College is a renowned institution located at 1305 East Pacific Coast Highway in Long Beach, California, United States. As a university, it offers a diverse range of academic programs and courses to help students achieve their educational and career goals. With a strong emphasis on student success, Long Beach City College provides a supportive and engaging learning environment for students to thrive. The institution is known for its dedicated faculty, state-of-the-art facilities, and vibrant campus community. Whether students are pursuing a degree, certificate, or simply looking to enhance their skills, Long Beach City College is committed to providing quality education and opportunities for personal and professional growth.

Southeast Counties Ins is an insurance agency located at 10405 Los Alamitos Boulevard in Los Alamitos, California. We specialize in providing a wide range of insurance products and services to individuals and businesses in the Southeast counties of California. Our team of experienced agents is dedicated to helping our clients find the right coverage at the best possible rates. Whether you are looking for auto, home, life, or commercial insurance, we are here to help you protect what matters most. Contact us today to learn more about our services and how we can assist you with your insurance needs.

JP Financial & Tax Services is an accounting firm located at 500 East Calaveras Boulevard in Milpitas, California. Specializing in tax preparation services, including for CPAs and ITIN applications, as well as company incorporation services, we offer professional accounting services tailored to your needs. Our team speaks multiple languages including English, Mandarin, Cantonese, and Vietnamese to better serve our diverse clientele. In addition to tax services, we also provide payroll services such as computation, processing, reporting, and tax filing. With offices in Milpitas, Seattle, and Long Beach, we are able to cater to clients both in person and remotely. Let us handle your financial needs so you can focus on growing your business.

Edward Jones - Financial Advisor: Moyses Muguira is a reputable financial institution located at 911 Price Street in Pismo Beach, California, United States. As a dedicated financial advisor, Moyses Muguira provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones is committed to helping clients navigate their financial journey with confidence and peace of mind. Trust in Edward Jones - Financial Advisor: Moyses Muguira for expert financial guidance and support.

Brittingham Financial Group is a leading financial institution located at 300 James Way in Pismo Beach, California, United States. Specializing in finance, our team of experts provides personalized financial planning and investment services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Brittingham Financial Group is dedicated to helping clients secure their financial future.

Morgan Stanley Financial Advisors is a leading finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. Our team of experienced financial advisors provide personalized investment strategies and wealth management services to help clients achieve their financial goals. With a strong track record of success and a commitment to excellence, Morgan Stanley Financial Advisors is dedicated to providing top-tier financial solutions to individuals, families, and businesses. Contact us today to learn more about how we can help you secure your financial future.

Excelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.

Edward Jones - Financial Advisor: Audrey A Stansbury, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 1230 Rosecrans Avenue in Manhattan Beach, California, United States. With a team of experienced professionals led by Audrey A Stansbury, who holds certifications as a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), the institution offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, manage your investments, or create a comprehensive financial strategy, Edward Jones is dedicated to providing expert guidance and support every step of the way.

Axis Capital Management is a leading financial advisor located at 2447 Pacific Coast Highway in Hermosa Beach, California. Our team of experienced professionals offers expert guidance and personalized financial solutions to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide you with comprehensive financial planning services. Trust Axis Capital Management to provide you with the expertise and dedication you need to secure your financial future.

Bridge Senior Financial Services is a finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Serving as your bridge to stress-free finances, continued independence, and family harmony, we understand the challenges our clients and their families face during difficult times such as aging, illness, dementia, or family disputes. Whether it's providing financial solutions or assisting with daily tasks, we are committed to supporting you through every step. Our team, led by founder Cynthia Palm, offers over 35 years of financial experience and holds both a CPA license and a Professional Fiduciary License. We provide personalized and compassionate support to help clients maintain independence, avoid family conflicts, and safeguard against financial abuse. From daily financial tasks to emergency tax/trust situations, we are here to guide you through every aspect of your financial journey.

LPL Financial is a leading financial institution located at 111 North Sepulveda Boulevard in Manhattan Beach, California, United States. As a finance institution, LPL Financial offers a wide range of financial services and investment opportunities to help clients achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, LPL Financial is dedicated to helping individuals and businesses make informed decisions about their finances.

Scalco Financial is a reputable accounting and finance institution located at 207 East Broadway in Long Beach, California, United States. With a team of experienced professionals, Scalco Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment advisory. Whether you are an individual looking for personal financial management or a business seeking expert accounting solutions, Scalco Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust Scalco Financial to help you navigate the complex world of finance with expertise and integrity.

Linden River Financial is a reputable finance institution located at 65 Pine Avenue in Long Beach, California, United States. With a strong commitment to providing top-notch financial services, they offer a wide range of solutions to meet the needs of their clients. Whether you are looking for investment advice, loans, or financial planning, Linden River Financial is dedicated to helping you achieve your financial goals. Their experienced team of professionals is ready to assist you every step of the way. Visit Linden River Financial today and take the first step towards securing your financial future.

Unicon Financial Services is a reputable finance institution located at 200 Pine Avenue in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need assistance with investments, loans, or financial planning, we are here to help you achieve your financial goals. Trust Unicon Financial Services to provide you with expert advice and personalized solutions to meet your financial needs.

Zahn & Zahn Estate Financial & Tax is a trusted accounting and finance institution located in Long Beach, California. Our team of experienced professionals is dedicated to providing comprehensive financial and tax services for individuals and businesses. Whether you need assistance with estate planning, tax preparation, or investment strategies, our experts are here to help. Visit us at 2209 North Lakewood Boulevard to learn more about how we can help you achieve your financial goals.

Morgan Stanley Financial Advisors is a renowned finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a team of experienced and knowledgeable financial advisors, Morgan Stanley offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Morgan Stanley Financial Advisors can provide personalized solutions to meet your needs. Trust in Morgan Stanley for expert financial guidance and secure your financial future today.

Wealth Management Financial Advisors is a comprehensive financial services institution located at 3701 Long Beach Boulevard in Long Beach, California. Our team of experienced professionals specialize in accounting, finance, insurance, and real estate services to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or protect your assets, our advisors are dedicated to providing personalized solutions tailored to your individual needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Norm Cauntay, CFP®|CEPA®|CRPS™ is a reputable finance institution located at 3780 Kilroy Airport Way in Long Beach, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Norm Cauntay, this institution offers expert financial advice and planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, the dedicated team at Edward Jones is committed to providing personalized solutions tailored to your individual needs. Trust Edward Jones to guide you towards a secure financial future.

Edward Jones - Financial Advisor is a trusted institution located at 4195 North Viking Way in Long Beach, California, United States. Specializing in accounting and finance, our team of experienced advisors is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, we provide personalized guidance and tailored solutions to meet your needs. With a commitment to integrity and transparency, Edward Jones - Financial Advisor is here to support you on your financial journey.

Michelle Bartolome: Primerica - Financial Services is a reputable finance institution located at 161 West Victoria Street in Long Beach, California, United States. Specializing in financial services, Michelle Bartolome and her team are dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. With a focus on education and empowerment, they strive to provide clients with the tools and knowledge needed to make informed decisions about their finances. Whether you are looking to save for retirement, invest for the future, or protect your assets, Michelle Bartolome: Primerica - Financial Services is committed to providing expert guidance and support every step of the way.

The Manhattan Beach Group - Morgan Stanley is a prestigious finance institution located at 2141 Rosecrans Avenue in El Segundo, California, United States. As a branch of the renowned financial services firm Morgan Stanley, this institution offers a wide range of financial services and expertise to its clients. With a focus on providing top-notch financial solutions and advice, The Manhattan Beach Group - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, you can trust the experienced professionals at this institution to provide you with the guidance and support you need.

Beach Financial Group is a finance institution located at 360 North Pacific Coast Highway in El Segundo, California, United States. Whether you are a small business with 2 employees or a large corporation with 500 employees, Beach Financial Group is here to help you navigate the health insurance marketplace for your employees. We also provide life insurance products to protect your loved ones or business partners, as well as home insurance to protect your property. Our full-service brokerage offers comprehensive coverage, tailored insurance solutions for businesses, and financial planning services to help you achieve your long-term goals. Our experienced staff will work closely with you to ensure that your policies are customized to fit your needs. Contact Beach Financial Group for all your insurance and financial needs.

Financial Planning Department Inc is a leading finance institution located at 301 Isthmus in Long Beach, California, United States. Our team of expert financial planners are dedicated to helping individuals and businesses achieve their financial goals through personalized financial strategies. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, our team is here to provide you with the guidance and support you need. Contact us today to schedule a consultation and take the first step towards securing your financial future.

JC Financial Planning & Investments LLC is a finance institution located at 445 Ultimo Avenue in Long Beach, California. Specializing in asset allocation, we follow the principles outlined in the 1986 paper "Determination of Portfolio Performance" by Brinson, Hood, and Beebower. Our portfolios are constructed using Exchange Traded Funds (ETFs) for broad diversification, with the option of using individual securities for larger portfolios. We also incorporate Mutual Funds for segments where active management may add value. Our "value based" strategy focuses on investments that are attractively valued. It's never too early to start your financial plan with JC Financial Planning & Investments LLC.

Dennis Fitzgerald - RBC Wealth Management Financial Advisor is a reputable finance institution located at 3010 Old Ranch Parkway in Seal Beach, California. As a trusted financial advisor, Dennis Fitzgerald provides expert wealth management services to help clients achieve their financial goals. With a focus on personalized financial planning and investment strategies, Dennis Fitzgerald and his team strive to provide top-notch financial guidance and support to individuals and families. Whether you are looking to build wealth, plan for retirement, or secure your financial future, Dennis Fitzgerald - RBC Wealth Management Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.