Holistic financial services in California
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Merrill Lynch Financial Advisor Daniel C Schwarber
● OpenMerrill Lynch Financial Advisor Daniel C Schwarber is a reputable finance institution located at 21215 Burbank Boulevard, Los Angeles, California, United States. The institution is known for its exceptional client service and has received recognition from various financial industry publications and Bank of America Corporation. The team at Merrill is dedicated to building strong client relationships based on trust and personalized service. With access to the global resources of Merrill, the team, led by Registered Senior Wealth Management Client Associate, focuses on understanding clients' goals and priorities to provide tailored financial solutions. The institution offers comprehensive financial planning services, investment insights, and banking solutions from Bank of America to help clients manage, grow, and preserve their wealth. The team believes in a client-centered approach, where every relationship begins with a conversation to identify and prioritize the goals that matter most to the client. By utilizing the Investment Personality Assessment and Merrill Personal Wealth Analysis, the team can create a personalized financial plan centered on the client's goals. The team is committed to helping clients stay on track to achieve their financial objectives, regardless of market fluctuations or changes in their life. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Daniel C Schwarber aims to help clients live their best financial life and achieve their goals.
21215 Burbank Blvd, Woodland Hills, CA 91367, United States -
Holistic-Solutions
● ClosedHolistic-Solutions is a finance institution located at 1450 2nd Street in Santa Monica, California, United States. Our team of experts offers comprehensive financial solutions that address every aspect of your financial needs. From investment planning to retirement savings, we provide a holistic approach to help you achieve your financial goals. With a focus on personalized service and tailored strategies, Holistic-Solutions is committed to guiding you towards a secure and prosperous financial future.
1450 2nd St, Santa Monica, CA 90401, United States -
Merrill Lynch Financial Advisor Maria G Sañudo
● OpenMerrill Lynch Financial Advisor Maria G Sañudo is located at 9560 Wilshire Boulevard in Beverly Hills, California, United States. Maria has been with Merrill Lynch Wealth Management since 2010, specializing in developing tailored strategies for high-net-worth individuals, families, and businesses to pursue both short- and long-term goals. She leverages the investment insights of Merrill and the banking convenience of Bank of America to provide comprehensive financial advice. Maria is fluent in Spanish, French, German, and Portuguese, with a background in international business economics and French. She holds Series 7 and 66 FINRA registrations. Maria is dedicated to delivering excellent service, collaborating with clients' attorneys, accountants, and other advisors with their permission to offer holistic financial guidance. She is actively involved in the community through volunteering and fundraising for organizations such as Yoga Gives Back. Maria's approach focuses on understanding clients' goals and priorities, adapting their financial approach as life changes. She believes in developing personalized plans to help clients pursue their aspirations while managing investment risk. With access to Merrill's investment insights and Bank of America's banking solutions, Maria works with clients to address their financial needs and achieve their goals. She regularly meets with clients to review progress and make adjustments as needed to stay on track. Maria is registered to do business in several states and offers personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.
9560 Wilshire Blvd, Beverly Hills, CA 90212, United States -
Joe Esparza - Prudential Financial
● OpenJoe Esparza - Prudential Financial is a trusted finance and insurance agency located at 100 North Sepulveda Boulevard in El Segundo, California, United States. With a commitment to providing personalized financial solutions and top-notch insurance products, Joe Esparza and his team are dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment advice, or insurance coverage, Joe Esparza - Prudential Financial is here to help you every step of the way. Contact them today to schedule a consultation and take control of your financial future.
100 N Sepulveda Blvd #510, El Segundo, CA 90245, United States -
Merrill Lynch Financial Advisor Brian A Bonvechio
● OpenMerrill Lynch Financial Advisor Brian A Bonvechio, located at 333 South Hope Street in Los Angeles, California, is a finance institution that specializes in serving affluent families and the business community. The Pantucci Bonvechio Group, of which Brian A Bonvechio is a part, offers a combination of investment expertise and unwavering dedication to client service. With a focus on ultra-high net worth individuals, families, and corporations, the team at Pantucci Bonvechio Group strives to develop long-term relationships with each client, providing personalized service and customized strategies to help pursue their financial goals. As a Bank of America Global Institutional Consultant, the group has the knowledge and experience to navigate the complexities of the financial landscape and provide tailored solutions for institutional investors. Additionally, they offer institutional investments, philanthropic solutions, and corporate retirement and benefit plan services. Recognized on the Forbes "Best-in-State Wealth Management Teams" list, Pantucci Bonvechio Group is committed to exceeding client expectations and providing insightful guidance to help preserve and grow assets. With a high level of commitment, teamwork, and personalized service, the team at Pantucci Bonvechio Group is dedicated to helping clients strengthen and grow their organizations and fulfill their financial goals.
333 S Hope St Suite 3900, Los Angeles, CA 90071, United States -
The Hamilton Group - UBS Financial Services Inc.
● OpenThe Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
BRUNDAGE, PEARL & ASSOCIATES - Ameriprise Financial Services, LLC
● OpenBrundage, Pearl & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2 Park Plaza, Irvine, California, United States. If you have questions or would like a complimentary initial consultation, feel free to get in touch. The team at Brundage, Pearl & Associates is dedicated to working closely with you to create a customized financial plan to help you achieve your goals. We uphold a high standard of professionalism and service to ensure a meaningful client experience. Our firm is committed to diversity, inclusion, and creating a better future for all. Ameriprise Financial Services has been honored for its support of the military community and commitment to disability inclusion. Our financial advisors are registered in certain U.S. states, and we cannot guarantee future financial results. Let's meet to discuss your financial priorities and how personalized advice can help you reach your goals. Visit our website for more information on our services and accolades.
2 Park Plaza Ste 1100, Irvine, CA 92614, United States -
Mike Linzay - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMike Linzay is a financial advisor at Ameriprise Financial Services, LLC located at 530 West Bonita Avenue in San Dimas, California, United States. With a focus on personalized financial advice, investments, and solution recommendations, Mike can help you achieve your financial goals and navigate life's uncertainties. By tracking your progress and providing tailored strategies, he ensures that you are on track to meet your financial objectives. Background and qualification information for Mike Linzay can be found on FINRA's BrokerCheck website. The institution also provides a Client Relationship Summary Disclosure for transparency and clarity in their services.
530 W Bonita Ave, San Dimas, CA 91773, United States -
Merrill Lynch Financial Advisor Antonio Marques
● OpenMerrill Lynch Financial Advisor Antonio Marques, located at 701 B Street in San Diego, California, offers a wide range of investment solutions from Merrill and banking products from Bank of America. Their international experienced team is dedicated to building strong client relationships based on trust and personal service for global individuals, families, and companies. By combining their expertise with the resources of Merrill and the convenience of Bank of America, they can navigate the complex requirements that come with multinational wealth. They believe in developing individual strategies tailored to each client's needs, focusing on managing, growing, and preserving wealth for the present and future. Their team of investment specialists, bankers, credit professionals, and trust and estate planners work together to provide valuable insights and recommendations. They offer timely insights on market trends and the global economy to help clients stay on track with their financial goals.
701 B St 24th Floor, San Diego, CA 92101, United States -
Highlands Wealth Management - UBS Financial Services Inc.
● OpenHighlands Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 12220 El Camino Real in San Diego, California, United States. With a focus on wealth management, they provide personalized financial services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance in investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Highlands Wealth Management - UBS Financial Services Inc. is dedicated to helping you succeed.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States -
NC Financial Group | San Francisco
● OpenNC Financial Group is a leading accounting and finance institution located in the heart of San Francisco, California. Situated at 22 Battery Street, our team of experienced professionals offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to provide personalized solutions tailored to your specific needs. Trust NC Financial Group to guide you towards a secure and successful financial future.
22 Battery St #401, San Francisco, CA 94111, United States -
Ram Martinez - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedRam Martinez - Financial Advisor, Ameriprise Financial Services, LLC, located at 11001 River Run Boulevard in Bakersfield, California, is a finance institution that offers a range of services to help clients achieve their financial goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Ram Martinez's expertise. The institution provides a Client Relationship Summary Disclosure to give clients insight into the current market trends and potential investment opportunities. Risk tolerance is a key factor in determining the most suitable investment strategy for each client, and Ram Martinez can help assess this important aspect. By conducting securities business only with residents of properly registered states, Ameriprise Financial ensures compliance with regulations. Clients can expect a comprehensive overview of financial planning concepts during the initial consultation. While future financial results cannot be guaranteed, clients can trust in the expertise and dedication of Ram Martinez and the team at Ameriprise Financial. With a focus on privacy and security, clients can rest assured that their financial information is in safe hands. Whether referring friends or family members, clients can be confident that Ram Martinez will provide the same level of personalized service and attention to detail. With a commitment to helping clients achieve their financial goals, Ameriprise Financial Services, LLC is a trusted partner in financial planning.
11001 River Run Blvd Ste 100, Bakersfield, CA 93311, United States -
Peoples Tax & Business Services
● ClosedPeoples Tax & Business Services is a trusted accounting and finance institution located at 7725 Stockton Boulevard in Sacramento, California. With a team of experienced professionals, we provide expert tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complexities of the financial world and achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and business needs.
7725 Stockton Blvd ste m, Sacramento, CA 95823, United States -
Munoz Mc Cue Financial Services
● OpenMunoz Mc Cue Financial Services is a reputable accounting and finance institution located at 2144 4th Street in San Rafael, California, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, financial planning, and investment management. Whether you are an individual or a business, Munoz Mc Cue Financial Services is dedicated to helping you achieve your financial goals and secure your financial future. Visit them today to see how they can help you with your financial needs.
2144 4th St A, San Rafael, CA 94901, United States -
Gtf Financial Services Llc
● ClosedGTF Financial Services LLC is a reputable accounting and finance institution located at 630 North San Mateo Drive, San Mateo, California, United States. With a team of experienced professionals, GTF Financial Services LLC offers a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Whether you are looking for assistance with your personal finances or need help managing your business finances, GTF Financial Services LLC is dedicated to providing top-notch service and helping you achieve your financial goals.
630 N San Mateo Dr, San Mateo, CA 94401, United States -
Universal Tax & Business Services
● ClosedUniversal Tax & Business Services is a reputable accounting and finance institution located at 632 Columbia Avenue in Salinas, California, United States. With a team of experienced professionals, we provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Our goal is to help individuals and businesses navigate the complexities of the financial world with ease and confidence. Whether you need assistance with tax filing or strategic financial planning, Universal Tax & Business Services is here to help you achieve your goals.
632 Columbia Ave, Salinas, CA 93901, United States -
Faris Financial Group
● OpenFaris Financial Group is a reputable accounting and finance institution located at 1503 South Coast Drive in Costa Mesa, California, United States. With a team of experienced professionals, Faris Financial Group offers a wide range of financial services to individuals and businesses. Whether you need help with tax planning, investment management, or retirement planning, Faris Financial Group is dedicated to providing personalized solutions to meet your financial needs. Trust in Faris Financial Group for expert guidance and support in achieving your financial goals.
1503 S Coast Dr # 301, Costa Mesa, CA 92626, United States -
Sternberg Financial Services
● OpenSternberg Financial Services is a leading accounting and finance institution located at 1101 Sea Larke Drive in Fallbrook, California, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, investment planning, and retirement planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you manage your finances effectively.
1101 Sea Larke Dr, Fallbrook, CA 92028, United States -
San-Ra' Tax Service
● ClosedSan-Ra' Tax Service is a reputable accounting and finance institution located at 24104 Sunnymead Boulevard in Moreno Valley, California. With a team of experienced professionals, we specialize in providing top-notch tax services to individuals and businesses in the area. Our dedication to accuracy and efficiency sets us apart from the competition, ensuring that our clients receive the best possible financial guidance. Whether you need help with tax preparation, bookkeeping, or financial planning, San-Ra' Tax Service is here to help you navigate the complexities of the financial world. Visit us today and let us take the stress out of managing your finances.
24104 Sunnymead Boulevard St A, Moreno Valley, CA 92553, United States -
MVP Financial & Business Services
● ClosedMVP Financial & Business Services is a leading accounting and finance institution located at 1255 West Colton Avenue in Redlands, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our services include tax preparation, bookkeeping, financial planning, and more. Whether you need help with managing your personal finances or need expert advice for your business, MVP Financial & Business Services is here to provide you with top-notch financial solutions. Contact us today to schedule a consultation and take the first step towards financial success.
1255 W Colton Ave Suite 71, Redlands, CA 92374, United States -
Miramar Accounting & Tax Service
● OpenMiramar Accounting & Tax Service is a trusted finance institution located at 8670 Miramar Road in San Diego, California, United States. We specialize in representing our clients in audits with the IRS, FTB, and EDD, staying up-to-date on tax laws to handle even the toughest situations. Our services include tax preparation starting at $178 for Federal & State, including e-file. We have been proudly serving the Military on and off Base since 2001, offering specialized strategies for active-duty and retired military/D.O.D employees. Our team guarantees our service and is available year-round for questions and advice. Contact us at (858) 689-9148 for our main office, or visit our other offices for Military & Retired at various locations. Trust Miramar Accounting & Tax Service for all your financial needs.
8670 Miramar Rd Ste M, San Diego, CA 92126, United States -
Delano Financial Services
● OpenDelano Financial Services is a reputable institution located at 3450 Bonita Road in Chula Vista, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or investment management, our experts are here to help you navigate the complexities of the financial world. Trust Delano Financial Services to help you achieve your financial goals and secure a stable financial future.
3450 Bonita Rd # 211A, Chula Vista, CA 91910, United States -
HBW Advisory Services LLC
● OpenHBW Advisory Services LLC is a finance institution located at 3355 Cochran Street in Simi Valley, California, United States. Our team of experienced professionals provides expert financial advice and services to help individuals and businesses achieve their financial goals. We offer a range of services including investment management, retirement planning, tax planning, and estate planning. Whether you are looking to grow your wealth, save for the future, or plan for retirement, HBW Advisory Services LLC is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
3355 Cochran St, Simi Valley, CA 93063, United States -
Coleman Business Services
● OpenColeman Business Services is a reputable institution located at 1225 Grass Valley Highway in Auburn, California, United States. Specializing in accounting and finance, our team of experienced professionals provides a wide range of services to help individuals and businesses manage their financial needs effectively. From tax preparation and bookkeeping to financial planning and consulting, we are dedicated to delivering top-notch solutions tailored to each client's unique requirements. Trust Coleman Business Services for all your accounting and financial needs.
1225 Grass Valley Hwy, Auburn, CA 95603, United States -
Atechs All Services
● ClosedWelcome to Atechs All Services: Your Premier General Contractor in Bellflower, California Located at 9501 Alondra Boulevard, Bellflower, CA 90706, Atechs All Services is your ultimate partner for all your building needs. As a leading general contractor, we specialize in providing comprehensive solutions for property managers and commercial facility owners. Our extensive range of services covers HVAC, plumbing, carpentry, and more, making us the go-to solution for multi-trade projects.
9501 Alondra Boulevard, Bellflower, California 90706, United States -
Mental Health America of Los Angeles - Integrated Service Center
● ClosedWelcome to Mental Health America of Los Angeles - Integrated Service Center, your trusted partner in mental wellness and support. Located at 1955 Long Beach Boulevard, Long Beach, California, we are dedicated to providing comprehensive mental health services to individuals in need, including transition-age youth, Veterans and their families, and those facing homelessness. At MHALA, we understand the unique challenges faced by transition-age youth. Our specialized program assists young adults aged 18-25 with mental health needs and emotional disturbances, empowering them to fully integrate into the community. We offer a range of wellness services, from workshops to individual counseling, designed to enhance skills in communication, financial management, stress management, and daily living.
1955 Long Beach Boulevard, Long Beach, California 90806, United States -
Chavez Management & Fiduciary Services
● ClosedWelcome to Chavez Management & Fiduciary Services, a unique establishment dedicated to serving the diverse needs of our community in Palos Verdes Estates, California. Conveniently located at 300 Tejon Place, our center is a harmonious blend of spiritual guidance, financial expertise, and legal support, all under one roof. At Chavez Management & Fiduciary Services, we understand the importance of addressing both the spiritual and practical aspects of life. As a welcoming place of worship, we provide a serene environment for reflection, prayer, and community gatherings, fostering a sense of belonging and spiritual growth.
300 Tejon Place, Palos Verdes Estates, California 90274, United States -
Abundant Life Financial Services
● ClosedWelcome to Abundant Life Financial Services, your trusted partner in navigating the complex world of finance. Conveniently located at 1254 East Bankers Drive, Carson, California, we are committed to empowering individuals and businesses in the 90746 area and beyond with expert financial guidance and personalized solutions. Our dedicated team of experienced professionals is here to help you achieve your financial goals, whether it's planning for retirement, managing investments, or navigating tax complexities. At Abundant Life Financial Services, we believe in providing a comprehensive and holistic approach to financial well-being, ensuring that you enjoy a prosperous and secure future. Visit us today to discover how we can help you thrive financially.
1254 East Bankers Drive, Carson, California 90746, United States -
Samaritan House Free Clinic
● ClosedSamaritan House Free Clinic, located at 19 West 39th Avenue in San Mateo, California, is a vital health institution that offers comprehensive medical services to low-income and uninsured individuals in San Mateo county. Through innovative volunteer-based programs, the clinic provides a medical home for patients, offering primary and specialty medical, dental, vision, and mental health care. Patients at Samaritan House Free Clinic are hardworking individuals in the community who often do not qualify for Medi-Cal coverage or have access to health insurance through their employers. The clinic's holistic approach to healthcare includes assessing social, financial, and housing needs, ensuring that patients receive the care they require without accumulating overwhelming medical expenses.
19 W 39th Ave, San Mateo, CA 94403, United States -
Samaritan House Free Clinic
● ClosedSamaritan House Free Clinic, located at 114 Fifth Avenue in Redwood City, California, is a vital health institution that serves low-income and uninsured individuals in San Mateo County. Through partnerships and a volunteer-based model, Samaritan House provides comprehensive medical, dental, vision, and mental health care to those in need. Patients at Samaritan House Free Clinic are hardworking residents in the community who do not qualify for Medi-Cal coverage and cannot afford health insurance. The clinic offers a holistic approach to healthcare, addressing not just medical needs but also social, financial, and housing concerns.
114 Fifth Ave, Redwood City, CA 94063, United States
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