Guide to wealth planning in Long Beach, California
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Michael Farley
● ClosedWelcome to Michael Farley Finance, your trusted financial partner located in the heart of Redondo Beach, California. Situated at 2015 Manhattan Beach Boulevard, our firm is dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Michael Farley Finance, we pride ourselves on offering personalized service and expert advice to help you navigate the complexities of financial planning. Whether you're looking for investment strategies, retirement planning, tax optimization, or wealth management, our experienced team is here to guide you every step of the way.
2015 Manhattan Beach Boulevard, Redondo Beach, California 90278, United States -
Stephanie Criona - State Farm Insurance Agent
● ClosedWelcome to Stephanie Criona - State Farm Insurance Agent, your trusted partner in Hermosa Beach, California, for all your insurance needs. Conveniently located at 2309 Pacific Coast Highway, we are dedicated to providing exceptional service and personalized insurance solutions to our community. Our experienced team, comprising Stephanie, Yadira, Martin, and Luke, are long-time Southern California residents with a deep understanding of the evolving insurance landscape in California. We pride ourselves on serving both English and Spanish-speaking clients, ensuring clear communication and understanding for all. Whether you're looking to update your insurance plans this summer, protect your family with life insurance, or plan for retirement with an annuity, we are here to guide you every step of the way.
2309 Pacific Coast Highway, Hermosa Beach, California 90254, United States -
ICON
● ClosedWelcome to ICON, your trusted partner in finance, located in the heart of Redondo Beach at 18301 Kingsdale Avenue, California. At ICON, we specialize in providing personalized financial solutions tailored to meet the unique needs of individuals and businesses in our community. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals through comprehensive planning, investment management, and wealth preservation strategies. Whether you're looking to plan for retirement, manage your investments, or navigate complex financial decisions, ICON offers the expertise and resources to guide you every step of the way. We pride ourselves on delivering exceptional customer service and building long-lasting relationships with our clients based on trust and transparency.
18301 Kingsdale Avenue, Redondo Beach, California 90278, United States -
Chase Bank
● ClosedChase Bank - Long Beach, California Welcome to Chase Bank, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a leading financial institution, we offer a comprehensive range of services to meet your banking and financial needs.
940 Long Beach Boulevard, Long Beach, California 90813, United States -
Germaine Larice Watson: Primerica - Financial Services
● OpenWelcome to Germaine Larice Watson: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions, conveniently located at 3605 Long Beach Boulevard, Long Beach, California. At our agency, we are committed to helping you achieve financial security and peace of mind through personalized services tailored to your unique needs. As a proud member of the Primerica family, we specialize in offering a wide range of financial services including life insurance, investment products, and debt management strategies. Our experienced team is dedicated to providing clear, straightforward advice and solutions that empower you to make informed decisions about your financial future.
3605 Long Beach Boulevard, Long Beach, California 90807, United States -
First Citizens Bank
● ClosedWelcome to First Citizens Bank, where your financial goals and community well-being are our top priorities. Conveniently located at 3500 East 7th Street, Long Beach, California, our branch is dedicated to providing personalized banking and financial services tailored to meet your unique needs. As a trusted institution in the heart of Long Beach, we offer a comprehensive range of services including personal and business banking, loans, mortgages, investment solutions, and wealth management. At First Citizens Bank, we pride ourselves on our commitment to customer service and community engagement. Our experienced team is here to guide you through every step of your financial journey, offering expert advice and innovative solutions to help you achieve your aspirations. Whether you're opening your first account, planning for retirement, or expanding your business, we are here to support you with integrity and professionalism.
3500 East 7th Street, Long Beach, California 90804, United States -
LEONID
● ClosedWelcome to LEONID, your trusted partner in navigating the world of finance. Conveniently located at 16400 Pacific Coast Highway, Huntington Beach, California, we are dedicated to providing tailored financial solutions that meet the diverse needs of our clients. Whether you're looking for expert advice on investments, retirement planning, or wealth management, our experienced team is here to guide you every step of the way. At LEONID, we prioritize building long-term relationships with our clients, ensuring personalized service and strategies that align with your financial goals. Visit us today and discover how we can help you achieve financial success and security.
16400 Pacific Coast Highway, Huntington Beach, California 92649, United States -
Overnite Capital LLC
● ClosedWelcome to Overnite Capital LLC Located in the vibrant community of Huntington Beach, California, Overnite Capital LLC is a premier financial services firm dedicated to helping individuals and businesses achieve their financial goals. Situated at 16033 Bolsa Chica Street, our team of experienced professionals is committed to providing personalized financial solutions tailored to meet the unique needs of each client.
16033 Bolsa Chica Street, Huntington Beach, California 92694, United States -
Frank Parlato - Palomar Financial Services
● ClosedWelcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.
15061 Springdale Street, Huntington Beach, California 92649, United States -
Teresa Peters Executive Realtor
● ClosedWelcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
6080 Center Drive, Los Angeles, California 90045, United States -
Brittny Burford - Realtor
● OpenWelcome to Brittny Burford - Realtor: Your Trusted Real Estate Partner in Redondo Beach Located at 1901 South Catalina Avenue in the heart of Redondo Beach, California, Brittny Burford - Realtor is your premier destination for expert real estate services. Whether you’re buying or selling a home—or both—your success is our priority. Our commitment lies in providing you with professional services grounded in extensive experience, profound knowledge, and refined skills.
1901 South Catalina Avenue, Redondo Beach, California 90277, United States -
Sage Real Estate
● ClosedWelcome to Sage Real Estate, located at 2734 East Broadway, Long Beach, California. As the highest-rated multifamily and commercial brokerage in Long Beach, we are proud to be ranked within the top 1.5% of real estate professionals nationwide. Our firm stands out as the only one specializing in fourplex apartment buildings in the area, dedicated to helping you create wealth and secure a stable retirement through strategic investments in multifamily properties. At Sage Real Estate, we believe in the power of diligent decision-making and the right team to make real estate investing a guaranteed path to wealth. Our recent success story with Ali Rafie, a young and ambitious investor, exemplifies this philosophy. Ali's journey from San Jose to Long Beach, culminating in his first investment property, showcases the potential of strategic thinking and seizing opportunities.
2734 East Broadway, Long Beach, California 90803, United States
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List of local businesses, places and services in California
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