TOP 30 Institutional investments in Lakewood, California
28 results found
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J & S Real Estate Investments
● ClosedJ & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.
481 E Whittier Blvd Ste 481A, La Habra, CA 90631, United States -
HOME OWNERS UNIVERSITY
● ClosedHome Owners University is a premier institution located at 4192 Woodruff Avenue in Lakewood, California, United States. Serving as both a real estate agency and a university, Home Owners University offers a wide range of courses and services to help individuals navigate the complex world of homeownership. From buying and selling homes to property management and investment strategies, our experienced faculty and staff are dedicated to providing the knowledge and resources needed to succeed in the real estate market. Whether you are a first-time homebuyer or a seasoned investor, Home Owners University is your go-to destination for all things related to homeownership.
4192 Woodruff Ave, Lakewood, CA 90713, United States -
Unified Wealth Advisors
● ClosedUnified Wealth Advisors, located at 8733 Lakewood Drive in Windsor, California, is a leading finance institution dedicated to helping individuals manage their wealth with sensitivity and skill. With a wide range of services, we strive to help your financial affairs flourish by keeping your best interests at the heart of every decision. Our team of experienced advisors is committed to providing you with the confidence and peace of mind that comes with knowing your goals are our top priority. Whether you need a check-up, a second opinion, a complete evaluation of your investment needs, or a customized wealth plan, we are here to help you make the right choices. We understand the importance of managing risk while maximizing financial opportunities, and we are dedicated to simplifying the process for you so that you can focus on the more important things in your life. Don't wait to invest in your future. Contact Unified Wealth Advisors today to receive your complimentary portfolio risk analysis and take the next step towards securing your financial well-being. Our advisors are registered representatives with LPL Financial and offer investment advice through Mariner Independent Advisor Network, LLC. We are here to guide you on your financial journey and help you achieve your long-term goals.
8733 Lakewood Dr Suite 210, Windsor, CA 95492, United States -
Zahn & Zahn Estate Financial & Tax
● ClosedZahn & 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.
2209 N Lakewood Blvd, Long Beach, CA 90815, United States -
Evolution Financial
● ClosedEvolution Financial is a leading finance institution located at 3950 Paramount Boulevard in Lakewood, California, United States. Our team of experienced professionals is committed to helping clients navigate the complex world of finance and achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Evolution Financial is here to provide personalized solutions tailored to your unique needs. Contact us today to learn more about how we can help you secure your financial future.
3950 Paramount Blvd, Lakewood, CA 90712, United States -
Hicok Financial Solutions
● ClosedHicok Financial Solutions is a reputable finance institution located at 3217 East Carson Street in Lakewood, California, United States. With a team of experienced financial experts, Hicok Financial Solutions offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Hicok Financial Solutions is dedicated to providing personalized solutions to meet your specific needs. Visit us today to learn more about how we can help you secure your financial future.
3217 E Carson St #383, Lakewood, CA 90712, United States -
Edward Jones - Financial Advisor: Carol Otters
● ClosedEdward Jones - Financial Advisor: Carol Otters is a trusted finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. With a focus on providing personalized financial advice and services, Carol Otters and her team are dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones is committed to guiding you every step of the way. Visit us today to start your journey towards financial success.
4010 Watson Plaza Dr Suite 235, Lakewood, CA 90712, United States -
Geoff Delahanty - Thrivent
● ClosedGeoff Delahanty - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and Dedicated Planning Services for a fee. They are a subsidiary of Thrivent Financial for Lutherans and operate under the marketing name Thrivent. For more information on their services and financial advisors, visit their website or FINRA's Broker Check.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Cody Hale - Thrivent
● ClosedCody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Lpl Financial
● OpenLpl Financial is a leading financial institution located in Lakewood, California, United States. With a strong focus on providing personalized financial services to individuals and businesses, Lpl Financial offers a wide range of investment options, retirement planning, and wealth management solutions. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Lpl Financial is committed to providing expert guidance and support every step of the way.
Lakewood, CA 90712, United States -
Tyler Cline - Financial Advisor
● ClosedTyler Cline - Financial Advisor is a trusted institution located at 5240 Clark Avenue in Lakewood, California, United States. As a finance institution, we specialize in providing personalized financial advice and guidance to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and businesses make informed decisions about their investments, retirement planning, and overall financial well-being. With a commitment to excellence and a focus on client satisfaction, Tyler Cline - Financial Advisor is the go-to destination for all your financial planning needs.
5240 Clark Ave, Lakewood, CA 90712, United States -
Kelsey Esswein - Thrivent
● ClosedKelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
A Plus Financial Management LLC
● OpenA Plus Financial Management LLC is a finance institution located at 14501 Lakewood Boulevard in Paramount, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From budgeting and investment advice to retirement planning and tax preparation, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
14501 Lakewood Blvd, Paramount, CA 90723, United States -
N & B Financial Services
● OpenN & B Financial Services is a reputable finance institution located at 9900 Lakewood Boulevard in Downey, California. Our dedicated team of financial experts provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, we are here to help. With a commitment to excellence and personalized service, N & B Financial Services is your trusted partner in financial success. Contact us today to schedule a consultation.
9900 Lakewood Blvd, Downey, CA 90240, United States -
Bill Marsaglia - Thrivent
● ClosedBill Marsaglia - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. The institution is licensed in multiple states including CA, CO, ID, MI, and OH. Thrivent and its financial professionals offer advice and guidance through their Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can choose to further their planning engagement with Thrivent through Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only licensed financial advisors are credentialed to provide investment advisory services. For more information about Thrivent's financial advisors, visit Thrivent.com or FINRA's Broker Check. Visit Thrivent.com/designations for information on professional designations and their requirements.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Benjamin Koehlinger - Thrivent
● ClosedBenjamin Koehlinger - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California. Licensed in multiple states, including CA, AZ, CO, and more, we specialize in connecting faith and finances in the Lakewood and greater Long Beach area. Our experienced financial advisor can assist with financial planning, wealth management, retirement planning, and more, tailored to fit your needs and help you achieve your financial goals. Through programs like Thrivent Action teams and charitable giving strategies, we also aim to inspire generosity in the community. Contact our office in Lakewood to schedule an appointment. Please note that Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
JB Consulting Services
● ClosedJB Consulting Services is a leading finance institution located at 10236 Lakewood Boulevard in Downey, California. Our team of experienced consultants provides personalized financial solutions to individuals and businesses, helping them achieve their financial goals. Whether you need assistance with investments, retirement planning, or tax strategies, our experts are here to guide you every step of the way. Trust JB Consulting Services for expert financial advice and exceptional service.
10236 Lakewood Blvd, Downey, CA 90241, United States -
G.M.O. FINANCIAL
● ClosedG.M.O. Financial is a reputable accounting and finance institution located at 10359 Lakewood Boulevard in Downey, California, United States. With a team of experienced professionals, G.M.O. Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, G.M.O. Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust G.M.O. Financial to help you achieve your financial goals and secure a stable financial future.
10359 Lakewood Blvd, Downey, CA 90241, United States -
Manila Central USA
● ClosedManila Central USA is a reputable institution specializing in accounting and finance services. Located at 12562 Centralia Street in Lakewood, California, this institution offers expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Manila Central USA is dedicated to helping clients navigate the complexities of financial management and achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or budgeting, Manila Central USA is committed to providing top-notch service and support. Trust Manila Central USA for all your accounting and finance needs.
12562 Centralia St, Lakewood, CA 90715, United States -
Three D Consultants
● OpenThree D Consultants is a reputable finance institution located at 5150 Candlewood Street in Lakewood, California, United States. With a team of experienced financial experts, Three D Consultants offers a wide range of financial services including investment management, financial planning, and retirement planning. Clients can expect personalized and comprehensive financial solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Three D Consultants is dedicated to helping you achieve financial success.
5150 Candlewood St, Lakewood, CA 90712, United States -
AccompliCenter
● ClosedAccompliCenter is a financial institution and store located at 3217 East Carson Street in Lakewood, California, United States. We offer a wide range of financial services including banking, loans, and investment opportunities. Our store also provides a variety of products for purchase, ranging from office supplies to electronics. Visit us today to accomplish all your financial and shopping needs in one convenient location.
3217 E Carson St, Lakewood, CA 90712, United States -
ATM Machine at Presto Processing
● OpenWelcome to ATM Machine at Presto Processing, your trusted partner for all things ATM-related in Lakewood, California. Located conveniently at 4721 Vangold Avenue, our business specializes in providing top-notch ATM solutions and financial services tailored to meet the needs of entrepreneurs, retail store owners, and independent ATM deployers. Are you curious about the ATM business or interested in purchasing ATM machines and processing services? Discover the magic of the ATM industry and learn the secrets that successful ATM machine owners use to generate passive income. Whether you want to own an ATM or have us place a free one in your store, we offer solutions that help you save on credit card fees and retain customers without sending them across the street.
4721 Vangold Avenue, Lakewood, California 90712, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 13535 Lakewood Boulevard, Downey, California 90242. As a leading institution in banking and finance, we offer a comprehensive range of services designed to meet your personal and business financial needs. At Chase, we understand the importance of effective financial management. Our Business Banking services provide personalized guidance from a team of seasoned professionals dedicated to enhancing your cash flow, offering tailored credit solutions, and managing payroll efficiently. Whether you need business credit cards, payment acceptance solutions, or online and mobile banking services, Chase is equipped to support your business growth.
13535 Lakewood Boulevard, Downey, California 90242, United States -
Chase Bank
● ClosedWelcome to Chase Bank, located at 5059 Lakewood Boulevard, Lakewood, California 90712, where we are committed to providing you with comprehensive banking and financial services. As a trusted financial institution, we offer a wide range of services tailored to meet your personal and business needs. Our branch features convenient ATM services for quick and easy access to your funds. Whether you're looking to manage your personal finances or seeking expert guidance for your business, our team of business professionals is here to help. We specialize in improving cash flow, providing credit solutions, and managing payroll to support your business growth.
5059 Lakewood Boulevard, Lakewood, California 90712, United States -
U.S. Bank Branch
● ClosedWelcome to the U.S. Bank Branch located at 5910 South Street, Lakewood, California. As a trusted financial institution, we are committed to providing exceptional banking services to our community. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our knowledgeable team is here to assist you every step of the way. Our branch offers a comprehensive range of services including personal banking, business banking, mortgages, and investment solutions tailored to meet your unique needs. Visit us today and experience the convenience and reliability that U.S. Bank is known for. We look forward to serving you and helping you achieve your financial goals.
5910 South Street, Lakewood, California 90713, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 4229 Woodruff Avenue, Lakewood, California 90713. As a leading financial institution, we are committed to providing exceptional banking and financial services to our community. Our Lakewood branch offers a wide range of services tailored to meet your personal and business needs. Modified Services: Please note that we have modified our services for your convenience. All cash transactions are available exclusively through our ATMs, and we currently do not process coin transactions.
4229 Woodruff Avenue, Lakewood, California 90713, United States -
Chase ATM
● OpenWelcome to the Chase ATM located at 5560 Woodruff Avenue, Lakewood, California 90713. As a trusted financial institution, we are committed to providing convenient and secure banking services to meet your financial needs. Whether you're looking to withdraw cash, check your account balance, or manage your finances on the go, our ATM is available 24/7 to assist you. At Chase, we offer a comprehensive suite of financial services tailored for both personal and business needs. Our Business Banking services provide expert guidance to help improve cash flow, offer credit solutions, and manage payroll efficiently. With our online and mobile banking options, you can access your accounts anytime, anywhere.
5560 Woodruff Avenue, Lakewood, California 90713, United States -
ATM Machine at Sun Donuts
● ClosedWelcome to the ATM Machine at Sun Donuts, your local financial service provider conveniently located at 12540 Centralia Street, Lakewood, California 90715, United States. Whether you're a business owner exploring the potential of the ATM industry or simply in need of a reliable ATM machine, we offer a comprehensive range of services to meet your needs. Our ATM services are designed to help you maximize your income and improve your business operations. By owning or hosting an ATM at your location, you can save on credit card fees, retain customers who might otherwise go elsewhere, and potentially earn passive income. Our ATMs are available as new units starting at $2,295, including shipping and a one-year parts warranty, or as certified refurbished units starting at $1,199, perfect for areas with lower foot traffic.
12540 Centralia Street, Lakewood, California 90715, United States
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