TOP 30 Best Financial wellness services in Long Beach, California

Best Income Tax Service (BITS) is a top-notch accounting and finance institution located at 4028 East 7th Street in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing unparalleled income tax services to individuals and businesses. With a focus on accuracy and efficiency, BITS ensures that all tax-related matters are handled with precision and care. Whether you need assistance with tax preparation, filing, or planning, our experts are here to guide you every step of the way. Trust BITS to help you navigate the complexities of the tax system and optimize your financial well-being.

Welcome to LBS Financial Credit Union, your trusted partner in financial success located at 6457 Pacific Coast Highway, Long Beach, California. As a member-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. Our comprehensive range of products includes savings and checking accounts, personal and auto loans, mortgages, and investment solutions, all designed to help you achieve your financial goals. With a commitment to personalized service and financial education, our experienced team is here to guide you every step of the way. Discover the benefits of banking with a credit union that truly cares about your financial well-being. Visit LBS Financial Credit Union today and experience the difference of community-focused banking.

Welcome to The David Greene Team - SoCal | Long Beach Real Estate Office, your premier destination for exceptional real estate services in Long Beach, California. Conveniently located at 6621 Pacific Coast Highway, our agency is dedicated to providing unparalleled expertise and personalized service to help you find your dream home or the perfect investment property. Founded by David Greene, a former police officer and the acclaimed host of the BiggerPockets Real Estate Podcast, our team brings a wealth of knowledge and experience to the table. David is a nationally recognized authority in real estate, frequently featured on CNN, Forbes, HGTV, and more. As the author of best-selling books such as "Long Distance Real Estate Investing" and the "Top Producer Trilogy," David has made a significant impact in the industry.

Root Financial is a human-first financial planning institution located in Solana Beach, California, United States. We specialize in helping retirees avoid common tax mistakes and get the most out of their money. Our empathetic financial advice is tailored to your individual needs and guided by your personal goals. We are an independent registered investment advisor, meaning we prioritize your best interests and offer transparent, fee-based services. Our team of experts provides comprehensive financial planning services, including retirement planning, investment management, tax planning, estate planning, insurance review, and cash flow planning. We aim to take the stress out of financial planning so you can focus on enjoying life. Contact us today to see how we can help you achieve your financial goals.

Nancy Rangel Insurance and Financial Services is a finance and insurance agency located at 6032 Warner Avenue in Huntington Beach, California. They offer a wide range of insurance coverages including auto, home, business, commercial, workers comp, life, and health insurance, as well as banking services, mutual funds, and annuities. Whether you need coverage for your vehicles, property, business, or loved ones, they have a plan for you. They also specialize in providing insurance for various industries, including trucking operations. The institution is dedicated to ensuring that their clients have the proper policies in place to protect their assets and loved ones. With a focus on customer service and transparency, Nancy Rangel Insurance and Financial Services aims to provide personalized insurance solutions to meet the unique needs of each client. Their team is highly knowledgeable and dedicated to helping clients navigate the often complex world of insurance. Whether you are looking to save money, ensure your family is taken care of, or simply need assistance navigating the insurance process, Nancy Rangel Insurance and Financial Services is there to help. Their refund policy ensures that any unearned premium will be returned to the customer upon providing proof of new coverage. By continuing to use their website, you consent to the use of cookies for the best browsing experience possible.

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.

Welcome to SchoolsFirst Federal Credit Union - Long Beach-Lakewood, your trusted partner in financial success. Conveniently located at 4001 North Lakewood Boulevard in Long Beach, California, we are dedicated to serving the financial needs of our community with integrity and personalized service. As a member-focused financial cooperative, we offer a wide range of services including savings and checking accounts, loans, credit cards, and investment options tailored to help you achieve your financial goals. At SchoolsFirst Federal Credit Union, we pride ourselves on providing exceptional service and support to educators and their families, as well as the broader community. Our knowledgeable and friendly staff are committed to guiding you through every step of your financial journey, ensuring that you receive the best solutions for your unique needs.

Welcome to LBS Financial Credit Union, your trusted partner in achieving financial success located conveniently at 6417 East Spring Street, Long Beach, California. As a member-focused financial institution, we offer a comprehensive range of services designed to meet your banking needs. Whether you're looking to access our user-friendly ATMs for quick and secure transactions or seeking personalized financial advice, our dedicated team is here to assist you. At LBS Financial Credit Union, we pride ourselves on fostering strong community ties and providing exceptional service to each of our members. Our commitment to your financial well-being is reflected in our diverse offerings, including savings and checking accounts, loans, credit cards, and more. Experience the difference of banking with a credit union that truly cares about your financial future.

Beach Front Property Management, Inc. is a finance and real estate agency located at 1212 Long Beach Boulevard, Long Beach, California, United States. Many investment properties are not reaching their full profit potential, which is why Beach Front Property Management, Inc. aims to optimize properties and maximize profits for their clients. They offer a unique approach called "The Beach Front Way" to help property owners achieve their financial goals while minimizing stress and hassle. With a strong team of experienced professionals, Beach Front Property Management, Inc. handles everything from construction management to accounting, allowing property owners to focus on other aspects of their lives. Clients praise the company for their efficient and transparent communication, as well as their ability to increase returns on investments. If you're looking for a property management company that truly works for you, consider Beach Front Property Management, Inc.

Long Beach Live Scan Fingerprinting & Notary is a trusted institution located at 4647 Long Beach Boulevard in Long Beach, California. We offer professional fingerprinting services using the latest Live Scan technology, as well as efficient notary services. Our experienced staff is dedicated to providing reliable and secure finance-related services to our clients. Visit us today for all your fingerprinting and notary needs.

Veronica's Insurance Long Beach is an insurance agency located at 110 East Anaheim Street in Long Beach, California, United States. No matter what type of insurance you need, you can find it here. The institution offers services for Covered California, Obama Care, Health Insurance Marketplace, as well as various other insurance options. Veronica's Auto Insurance Services Inc. and Veronica's Corporation Insurance Agency are licensed in California, with additional licenses in multiple states. With a wide range of coverage options, Veronica's Insurance Long Beach is dedicated to helping clients find the insurance that best suits their needs.

LBS Financial Credit Union is a trusted financial institution located at 4341 East 10th Street in Long Beach, California. As a credit union, LBS Financial offers a wide range of financial services including savings accounts, loans, and investment options. Additionally, customers can access their accounts conveniently through the on-site ATM. With a commitment to providing excellent customer service and competitive rates, LBS Financial Credit Union is dedicated to helping individuals and families achieve their financial goals.

Orange County’s Credit Union in Long Beach is a reliable financial institution located at 1802 Ximeno Avenue, offering a wide range of banking and financial services to its customers. As a member-owned credit union, they prioritize the financial well-being of their members and strive to provide personalized and exceptional service. Whether you are looking for savings accounts, loans, or investment options, Orange County’s Credit Union is dedicated to helping you achieve your financial goals. Visit their branch in Long Beach, California to experience the benefits of banking with a trusted and community-focused institution.

Welcome to SchoolsFirst Federal Credit Union - Long Beach (2nd Street), your trusted partner in financial services located in the heart of Long Beach, California. Situated at 4725 2nd Street, our branch is dedicated to serving the financial needs of the local community with a focus on personalized service and member satisfaction. As a member-owned financial cooperative, SchoolsFirst Federal Credit Union is committed to providing a wide range of financial products and services tailored to meet your needs. Whether you're looking for savings and checking accounts, loans, credit cards, or investment advice, our experienced team is here to guide you every step of the way.

NEWS Insurance Services is a reputable health insurance agency located at 2072 Orchard Drive in Newport Beach, California. With a team of experienced professionals, we are dedicated to providing our clients with comprehensive and personalized insurance solutions. Whether you are looking for individual or group health insurance coverage, we are here to help you navigate the complex world of insurance and find the best policy to meet your needs. Trust NEWS Insurance Services to protect your health and financial well-being.

IT Tours and Notary Service is a one-stop shop located in Long Beach, California, offering a unique combination of finance and travel agency services. Our experienced team is dedicated to providing top-notch notary services for all your legal documents, as well as expert guidance on planning your next adventure. Whether you need assistance with loan signings, real estate transactions, or booking your dream vacation, we are here to help. Visit us at 4940 Long Beach Boulevard for all your financial and travel needs.

Rojas Insurance & Financial is a reputable health insurance agency located at 5150 Pacific Coast Highway in Long Beach, California, United States. Our dedicated team of professionals is committed to providing personalized insurance solutions to meet the unique needs of our clients. With a focus on customer service and a comprehensive understanding of the insurance industry, we strive to help individuals and families secure the coverage they need to protect their health and financial well-being. Contact us today to learn more about our services and how we can assist you in finding the right insurance plan.

Invst In You is an insurance agency located at 384 Forest Avenue in Laguna Beach, California. Our experienced professionals, Al and Heather, are dedicated to helping you meet your financial goals and insurance needs. With access to a wide variety of insurance products, we can help you find the right plan for you, whether it's for retirement, college, life insurance, disability income, or long-term care. Al, originally from Brooklyn, NY, has a strong educational background and years of experience in the industry. Heather, a health insurance expert, joined the team in 2010 and brings her knowledge and expertise to help you navigate the ever-changing world of health insurance.

Arion Rushing: Primerica - Financial Services is a reputable finance and insurance agency located at 3605 Long Beach Boulevard in Long Beach, California, United States. With a focus on providing high-quality financial services, the institution offers a range of products and solutions to help individuals and families achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Arion Rushing and his team are dedicated to providing personalized and comprehensive financial services to meet your needs. Contact them today to learn more about how they can help you secure your financial future.

The United States Postal Service (USPS) is a well-known institution located at 191 San Miguel Street in Avila Beach, California. As a crucial part of the country's communication and commerce infrastructure, the USPS provides essential mail and package delivery services to residents and businesses in the area. With a long history of reliable service, the USPS is a trusted partner for sending and receiving mail, as well as providing financial services such as money orders and postage stamps. Whether you need to send a letter to a loved one or ship a package across the country, the USPS in Avila Beach is here to help.

RYKAT Financial is a comprehensive financial institution located in Long Beach, California. Specializing in accounting, finance, health, and insurance services, RYKAT Financial offers a wide range of solutions to meet the diverse needs of individuals and businesses. With a team of experienced professionals, RYKAT Financial is committed to providing top-notch financial guidance and support to help clients achieve their goals. Visit us at 5520 2nd Street to learn more about how we can assist you with your financial needs.

Elevate Financial Partners is a prestigious finance institution located at 4675 Macarthur Court in Newport Beach, California, United States. Our expert team of financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored financial solutions, Elevate Financial Partners is committed to elevating the financial well-being of our clients. Contact us today to learn more about how we can help you reach new heights in your financial journey.

Edward Jones - Financial Advisor: Mark Tigchelaar is a reputable finance institution located at 5150 Pacific Coast Highway in Long Beach, California, United States. Mark Tigchelaar is a dedicated and experienced financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Mark Tigchelaar can help you navigate the complex world of finance with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Mark Tigchelaar today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ is a reputable finance institution located at 5150 Pacific Coast Highway in Long Beach, California, United States. Michael A Shafer, AAMS™ is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Michael A Shafer, AAMS™ can provide personalized financial advice and guidance to help you make informed decisions. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Michael A Shafer, AAMS™ is a trusted partner in helping you secure your financial future.

Edward Jones - Financial Advisor: Phil Gironda, AAMS™ is a reputable financial institution located at 2134 Main Street in Huntington Beach, California, United States. With a focus on providing personalized financial planning and investment services, Phil Gironda, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, the team at Edward Jones is committed to providing expert guidance and support every step of the way. Trust in Phil Gironda, AAMS™ and Edward Jones to help you secure a stable financial future.

Wells Fargo Advisors is a leading financial institution located at 6700 California 1 in Long Beach, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expertise to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.

Welcome to Abt Service Inc, your trusted partner in accounting and finance solutions located in the heart of Long Beach, California. Situated at 5848 East Naples Plaza, we are dedicated to providing exceptional financial services to individuals and businesses alike. Our team of experienced professionals is committed to delivering personalized service tailored to meet your unique financial needs. Whether you require assistance with tax preparation, bookkeeping, payroll, or comprehensive financial planning, we offer a wide range of services designed to ensure your financial success. At Abt Service Inc, we pride ourselves on our attention to detail, integrity, and commitment to excellence. Visit us today and experience the difference of working with a dedicated and knowledgeable team that puts your financial well-being first.

Welcome to Allstate Personal Financial Representative: Michael Drahos, your trusted partner in financial planning and insurance solutions, located conveniently in the heart of Manhattan Beach, California. At 1021 North Sepulveda Boulevard, our office is committed to helping you safeguard your financial future and protect what matters most to you. Michael Drahos, with his extensive experience in the finance and insurance industry, is dedicated to providing personalized services tailored to meet your individual needs. Whether you're looking to secure your family's future with life insurance, plan for retirement, or explore investment opportunities, Michael is here to guide you every step of the way.

Welcome to Heidi's Insurance Services, your trusted partner in securing a brighter future. Conveniently located at 8738 Long Beach Boulevard, South Gate, California, Heidi's Insurance Services is dedicated to serving the community with comprehensive insurance solutions tailored to meet your unique needs. At Heidi's Insurance Services, we understand that navigating the world of insurance can be complex and overwhelming. That's why our team of experienced professionals is committed to providing personalized guidance and exceptional customer service. Whether you're looking for auto, home, health, life, or business insurance, we offer a wide range of coverage options from top-rated providers to ensure you find the perfect fit.