Investment advice near me in Taft, California

Lederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.

Manage That Real Estate Sales & Management is a reputable real estate agency located at 330 Philippine Street in Taft, California, United States. Our experienced team specializes in the sales and management of residential and commercial properties, providing top-notch service to both buyers and sellers. Whether you are looking to buy your dream home or need assistance in managing your rental property, our dedicated staff is here to help. With a strong focus on customer satisfaction and industry expertise, Manage That Real Estate Sales & Management is the go-to agency for all your real estate needs. Contact us today to see how we can assist you in achieving your real estate goals.

Safe 1 Credit Union is a trusted financial institution located at 1092 Kern Street in Taft, California, United States. As a credit union, we prioritize the financial well-being and security of our members. Our services include a range of banking and financial products such as savings accounts, loans, and investment options. At Safe 1 Credit Union, we pride ourselves on providing personalized service and competitive rates to help our members achieve their financial goals. Visit us today to experience the difference of banking with a community-focused institution.

Raymond James Financial Services is a leading finance institution located at 523 Cascade Place in Taft, California, United States. With a strong reputation for providing high-quality financial services, Raymond James offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, Raymond James Financial Services has the expertise and resources to help you succeed. Visit their office in Taft today to learn more about their personalized financial services and how they can help you reach your financial aspirations.