Individualized financial advice in Long Beach, CA
176 results found
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Legacy Retirement Planning
● ClosedLegacy Retirement Planning is a leading finance institution located at 535 Magnolia Avenue in Long Beach, California. Our dedicated team of financial experts is committed to helping individuals plan for their retirement by providing personalized and comprehensive financial strategies. Whether you are looking to build wealth, protect your assets, or ensure a comfortable retirement, Legacy Retirement Planning is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you in securing your financial future.
535 Magnolia Ave UNIT 102, Long Beach, CA 90802, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Brian Asher - Morgan Stanley
● OpenBrian Asher - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. With a strong reputation for excellence in financial services, Brian Asher - Morgan Stanley offers a wide range of investment and wealth management solutions for individuals, families, and businesses. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Brian Asher - Morgan Stanley is committed to helping you succeed.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Madelynn Merrill - Morgan Stanley
● OpenMadelynn Merrill - Morgan Stanley is a finance institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. As a branch of the renowned Morgan Stanley company, Madelynn Merrill offers a wide range of financial services and expertise to clients in the Long Beach area. With a focus on personalized financial planning and investment strategies, Madelynn Merrill - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, wealth management, or investment advice, the experienced professionals at Madelynn Merrill - Morgan Stanley are here to provide top-notch financial solutions tailored to your specific needs.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Brad Weber - Private Client Advisor
● ClosedBrad Weber - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. As a trusted private client advisor, Brad Weber offers personalized financial services and advice to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Brad Weber helps clients navigate complex financial situations and achieve their wealth management goals. Trust in Brad Weber - Private Client Advisor for expert financial guidance and a customized approach to managing your assets.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Veronica Giordano - Private Client Advisor
● ClosedVeronica Giordano - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. Specializing in providing personalized financial advice and services to high-net-worth individuals, Veronica Giordano offers a comprehensive range of investment, wealth management, and financial planning solutions tailored to meet the unique needs and goals of each client. With a commitment to excellence and a dedication to building long-term relationships based on trust and integrity, Veronica Giordano - Private Client Advisor is a trusted partner in helping clients achieve their financial objectives.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Amr Elgamal - Private Client Advisor
● ClosedAmr Elgamal - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. Our dedicated team of professionals provides personalized financial advice and services to high-net-worth individuals looking to grow and protect their wealth. With a focus on building long-term relationships and understanding each client's unique financial goals, we offer tailored solutions to help our clients achieve financial success. Trust in Amr Elgamal - Private Client Advisor for expert guidance and support in managing your wealth.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Merrill Lynch Private Wealth Advisor Louis A Berlin
● OpenMerrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Barbara Fleming - Morgan Stanley
● OpenBarbara Fleming - Morgan Stanley is a leading financial institution located at 3840 Kilroy Airport Way in Long Beach, California, United States. Specializing in wealth management, investment banking, and asset management services, our experienced team is dedicated to helping clients achieve their financial goals. With a strong reputation for excellence and a commitment to personalized service, Barbara Fleming - Morgan Stanley is a trusted partner for individuals and businesses seeking expert financial advice and solutions. Contact us today to learn more about how we can help you secure your financial future.
3840 Kilroy Airport Way Ste 400, Long Beach, CA 90806, United States -
Jannah Devine
● OpenJannah Devine, a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, is dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions tailored to each client's unique needs. From investment strategies to trust management and legacy planning, we provide comprehensive services to help clients grow and protect their wealth. With a focus on building long-lasting relationships, we treat our clients like family, offering personalized advice and support every step of the way. As part of the Rockefeller Capital Management network, we have access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences and concierge services through our curated Lifestyle Advisory partners. Whether you're planning for the future or navigating complex financial decisions, Jannah Devine is here to help you achieve your goals and secure your legacy.
23 Corporate Plaza Dr Suite 246, Newport Beach, CA 92660, United States -
TRAN & CO., INC APC
● ClosedTRAN & CO., INC APC is a dedicated team of CPAs located in Newport Beach, California. We offer a wide range of accounting and finance services to both individual and business clients. Our firm combines big firm expertise with the personalized touch of a smaller firm, providing expert advice and tax strategies tailored to each client's needs. Our team is experienced in handling everything from pre-revenue startups to mature enterprises, and we prioritize client service and long-term relationships over billings. Our culture is rooted in supporting local businesses and the community, and we believe in the importance of strong relationships with our clients. With active CPA licenses and memberships in professional organizations, our team is well-equipped to handle all of your accounting and finance needs. Whether you need tax preparation, financial statements, or business consulting, TRAN & CO., INC APC is here to help you achieve financial stability and success. Contact us today to learn more about our services and how we can assist you with your financial goals.
20201 SW Birch St STE 250, Newport Beach, CA 92660, United States -
Bellamy & Associates
● OpenBellamy & Associates is a reputable accounting and finance institution located at 1777 North Bellflower Boulevard in Long Beach, California. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Bellamy & Associates is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
1777 N Bellflower Blvd #111, Long Beach, CA 90815, United States -
H&R Block
● ClosedH&R Block is a well-established accounting and finance institution located at 1201 East 7th Street in Long Beach, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to providing top-notch solutions tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of the financial world with ease and confidence.
1201 E 7th St, Long Beach, CA 90813, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 4520 Atlantic Avenue in Long Beach, California, United States. With a reputation for providing reliable tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses seeking expert advice on managing their finances. Whether you need help with tax planning, bookkeeping, or investment strategies, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office in Long Beach today to learn more about their services and how they can assist you with your accounting and finance needs.
4520 Atlantic Ave, Long Beach, CA 90807, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 400 Long Beach Boulevard in Long Beach, California, United States. With a reputation for providing top-notch tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of tax laws and optimize their financial strategies. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is a reliable partner you can count on for expert advice and support.
400 Long Beach Blvd Ste L-100, Long Beach, CA 90802, United States -
Williams & Ribb
● ClosedWilliams & Ribb is a reputable accounting and finance institution located at 6615 East Pacific Coast Highway in Long Beach, California. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses alike. From tax preparation to investment advice, Williams & Ribb is dedicated to helping their clients achieve their financial goals. Whether you are looking for assistance with budgeting, retirement planning, or bookkeeping, you can trust Williams & Ribb to provide expert guidance and personalized solutions. Visit their office today to see how they can help you secure your financial future.
6615 E Pacific Coast Hwy #150, Long Beach, CA 90803, United States -
California Society-Tax Consultants
● ClosedCalifornia Society-Tax Consultants is a leading institution located in the heart of Long Beach, California. Our team of experienced tax consultants is dedicated to providing expert advice and assistance to individuals and businesses in navigating the complex world of taxation. Whether you need help with tax planning, preparation, or resolution of tax issues, our knowledgeable staff is here to guide you every step of the way. With a commitment to excellence and personalized service, California Society-Tax Consultants is your trusted partner for all your tax needs. Visit us at 320 Pine Avenue, Long Beach, California, and let us help you achieve financial peace of mind.
320 Pine Ave #1050, Long Beach, CA 90802, United States -
Cooper's Accounting Services, LP
● ClosedCooper's Accounting Services, LP is a reputable accounting and finance institution located at 4300 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cooper's Accounting Services, LP is dedicated to providing reliable and efficient solutions tailored to meet your specific needs. Trustworthy and dependable, they are committed to helping clients achieve their financial goals and ensuring their success. Visit Cooper's Accounting Services, LP today for all your accounting and finance needs.
4300 Long Beach Blvd suite 350, Long Beach, CA 90807, United States -
H&R Block
● ClosedH&R Block is a well-known accounting and finance institution located at 4706 2nd Street in Long Beach, California, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual looking for assistance with your personal taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and support. Visit their office in Long Beach today to learn more about how they can help you achieve your financial goals.
4706 2nd St, Long Beach, CA 90803, United States -
CM_TAXCONSULTANT
● ClosedCM Tax Consultant is a leading institution specializing in accounting and finance services, located at 3520 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, we provide expert advice and solutions to help individuals and businesses navigate the complexities of tax and financial management. Whether you need help with tax preparation, financial planning, or business consulting, our dedicated team is here to assist you every step of the way. Trust CM Tax Consultant for all your accounting and finance needs.
3520 Long Beach Blvd #214, Long Beach, CA 90807, United States -
Tax Prestige
● ClosedTax Prestige is a reputable accounting and finance institution located at 3404 Long Beach Boulevard in Long Beach, California. Specializing in tax preparation services for individuals and businesses, Tax Prestige is dedicated to building strong relationships with clients and helping them achieve financial success. With Certified Acceptance Agent (CAA) services available, Tax Prestige can assist in processing ITINs without the need to send original identification documents to the IRS. At Tax Prestige, clients can expect personalized attention and expert financial advice from a team with years of experience and training. Services offered include income tax preparation, IRS and state audit representation, payroll reporting, and business consulting. With a focus on accuracy and timeliness, Tax Prestige ensures that clients' financial records are in good hands.
3404 Long Beach Blvd, Long Beach, CA 90807, United States -
Ameri Tax Service
● ClosedAmeri Tax Service is a professional accounting and finance institution located at 3910 Atlantic Avenue in Long Beach, California. Our experienced team of experts is dedicated to providing top-notch tax services, financial advice, and accounting solutions to individuals and businesses in the United States. With a commitment to excellence and personalized service, Ameri Tax Service is your trusted partner for all your financial needs.
3910 Atlantic Ave, Long Beach, CA 90807, United States -
Premium Income Tax
● ClosedPremium Income Tax is a reputable accounting and finance institution located at 6115 Orange Avenue in Long Beach, California, United States. With a team of experienced professionals, we provide top-notch tax preparation, financial planning, and other accounting services to individuals and businesses. Our goal is to help our clients maximize their income and minimize their tax liabilities. Visit us today to experience our premium services and personalized approach to financial management.
6115 Orange Ave, Long Beach, CA 90805, United States -
Imperial Income Tax Service (Permanently closed for business)
● ClosedImperial Income Tax Service was a reputable accounting and finance institution located at 1330 East South Street in Long Beach, California, United States. Specializing in income tax services, the institution provided expert guidance and assistance to individuals and businesses in managing their financial affairs. Unfortunately, Imperial Income Tax Service is now permanently closed for business. They were known for their professionalism, accuracy, and commitment to helping their clients navigate the complexities of tax laws and regulations. Their absence is deeply felt in the community, as they were a trusted resource for financial planning and tax preparation.
1330 E South St Unit 4, Long Beach, CA 90805, United States -
Montue, Woodard & Associates
● ClosedMontue, Woodard & Associates is a reputable accounting and finance institution located at 784 Redondo Avenue in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, financial planning, or investment advice, Montue, Woodard & Associates is dedicated to providing top-notch service and helping clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist you with your financial needs.
784 Redondo Ave, Long Beach, CA 90804, United States -
Century Income Tax
● OpenCentury Income Tax is a trusted accounting and finance institution located at 1360 East Anaheim Street in Long Beach, California, United States. With a team of experienced professionals, Century Income Tax provides comprehensive tax preparation and financial services to individuals and businesses. Whether you need assistance with filing your taxes or require expert financial advice, Century Income Tax is dedicated to helping you achieve your financial goals. Visit us today to experience personalized and reliable service that you can trust.
1360 E Anaheim St # 210, Long Beach, CA 90813, United States -
SEA TAXES AND SERVICES
● ClosedSEA Taxes and Services is a leading accounting and finance institution located at 1449 Cherry Avenue in Long Beach, California. Our team of experts specializes in providing a wide range of tax and financial services to individuals and businesses in the area. From tax preparation and planning to investment advice and financial consulting, we are dedicated to helping our clients achieve their financial goals. With a commitment to excellence and personalized service, SEA Taxes and Services is your trusted partner for all your accounting and finance needs.
1449 Cherry Ave, Long Beach, CA 90813, United States -
Integrity Tax
● OpenIntegrity Tax is a reputable accounting and finance institution located at 243 Redondo Avenue in Long Beach, California, United States. With a focus on honesty and transparency, our team of experts is dedicated to providing top-notch tax services and financial advice to individuals and businesses alike. Trust Integrity Tax to handle all your accounting needs with integrity and professionalism.
243 Redondo Ave, Long Beach, CA 90803, United States -
Hermandad Latina
● ClosedHermandad Latina is a well-established institution located at 6728 Long Beach Boulevard in Long Beach, California. Specializing in accounting and finance services, Hermandad Latina offers expert financial advice and assistance to individuals and businesses in the area. With a team of experienced professionals, this institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you need help with tax preparation, budgeting, investment strategies, or any other financial matter, Hermandad Latina is here to provide personalized and reliable services. Visit us today to learn more about how we can support your financial success.
6728 Long Beach Blvd, Long Beach, CA 90805, United States
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