TOP 30 Best Investment banking professionals in Long Beach, California

Welcome to Huntington Beach Roofing Co Located at 17171 Bolsa Chica Street, Huntington Beach, California 92649, Huntington Beach Roofing Co stands out as one of the premier residential and commercial roofing contractors in the Huntington Beach area. Our commitment to quality and customer satisfaction has made us a trusted choice for countless homeowners and businesses alike.

Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.

Welcome to Chase Bank, conveniently located at 401 East Ocean Boulevard, Long Beach, California 90802. As a leading provider in banking, finance, and ATM services, Chase Bank is committed to meeting the diverse financial needs of our community. At Chase, we offer a comprehensive range of financial services to both individuals and businesses. Our Business Banking division provides expert guidance from a team of professionals dedicated to helping you enhance cash flow, find credit solutions, and manage payroll efficiently. We also offer tailored business credit cards, online and mobile banking services, and payment acceptance solutions designed specifically for businesses.

Welcome to Beach Cities Properties Inc., your trusted real estate agency located at 3960 North Studebaker Road in the heart of Long Beach, California. We specialize in delivering exceptional real estate services tailored to meet the diverse needs of our clients. Whether you're buying, selling, or investing, our team is committed to providing you with expert guidance and personalized solutions to ensure a seamless and rewarding real estate experience. Explore our curated selection of properties, from charming condos to luxurious homes, each offering unique features and prime locations. Our listings include stunning homes in desirable neighborhoods, such as the tranquil College Estates and the vibrant Alamitos Beach, offering the best of both beach living and city life.

Welcome to Chase Bank, conveniently located at 3901 Atlantic Avenue, Long Beach, California 90807. As a leading financial institution, Chase Bank offers a comprehensive range of banking services, including ATMs, personal and business banking, and financial solutions tailored to your needs. Our Business Banking services provide expert guidance from a team of professionals dedicated to enhancing cash flow, offering credit solutions, and managing payroll effectively. We also offer a suite of online and mobile services, business credit cards, and payment acceptance solutions designed to support your business's unique requirements.

Welcome to U.S. Bank Branch, conveniently located at 555 East Ocean Boulevard in the heart of Long Beach, California. Our branch is committed to providing you with exceptional financial services to help you achieve your personal and business financial goals. Whether you are looking to open a new account, apply for a loan, or seek financial advice, our team of dedicated professionals is here to assist you every step of the way. At U.S. Bank Branch, we offer a comprehensive range of banking and financial services tailored to meet the diverse needs of our community. From personal banking solutions like checking and savings accounts to business banking services and investment guidance, we strive to deliver a seamless and personalized experience for every customer.

Chase Bank - Long Beach, CA Welcome to Chase Bank located at 2240 East Carson Street, Long Beach, California 90807. As a leading financial institution, we provide a comprehensive range of banking and financial services tailored to meet the diverse needs of our clients. Whether you’re looking to manage your personal finances or enhance your business operations, Chase Bank is here to support you every step of the way.

Welcome to U.S. Bank Branch in Long Beach, California! Conveniently located at 5430 2nd Street, our branch is committed to serving the financial needs of the local community with excellence and integrity. As a leading provider of banking and financial services, we offer a comprehensive range of solutions tailored to meet your personal and business needs. Whether you're looking to open a checking or savings account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized service and building lasting relationships with our clients.

Wells Fargo Bank - Long Beach, CA Welcome to Wells Fargo Bank, conveniently located at 4601 2nd Street, Long Beach, California 90803. As a leading financial institution, we are committed to providing exceptional banking services tailored to meet your financial needs. Whether you're looking to manage your personal finances, explore investment opportunities, or require business banking solutions, our team of experienced professionals is here to guide you every step of the way.

Chase 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.

Welcome to Chase Bank, conveniently located at 2220 North Bellflower Boulevard, Long Beach, California 90815. As a leading provider of banking, finance, and ATM services, we are dedicated to meeting all your financial needs with a wide range of products and services. At Chase, we understand the importance of seamless financial management for both individuals and businesses. Our Business Banking services offer expert guidance from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll efficiently. We also offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to support your business operations.

Welcome to California Bank & Trust, your trusted partner in financial services conveniently located at 444 West Ocean Boulevard, Long Beach, California. As a leading provider of banking solutions, we are committed to helping individuals and businesses achieve their financial goals with ease and confidence. At California Bank & Trust, we offer a comprehensive range of services tailored to meet your unique needs, including personal and business banking, loans, mortgages, and investment solutions. Our state-of-the-art ATM services provide you with 24/7 access to your accounts, ensuring that you can manage your finances whenever and wherever you need.

Welcome to Chase Bank, conveniently located at 6300 East Spring Street, Long Beach, California 90815. As a leading financial institution, Chase Bank offers a comprehensive range of services to meet your personal and business banking needs. Whether you're looking for a reliable ATM, banking solutions, or financial advice, our dedicated team is here to assist you. At this location, we specialize in Business Banking, providing expert guidance to help enhance cash flow, offer credit solutions, and manage payroll efficiently. Our tailored services include online and mobile banking, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to Chase Bank at 257 Pine Avenue, Long Beach, California 90802. Conveniently located at the intersection of Pine Ave and 3rd St, our newly renovated branch is here to serve your banking and financial needs. As a leading provider in the finance industry, we offer a wide range of services including ATMs, personal and business banking solutions, and investment opportunities. Our Business Banking services provide expert guidance to help improve your cash flow, offer credit solutions, and manage payroll. We also provide tailored online and mobile services, business credit cards, and payment acceptance solutions to meet your business needs.

Welcome to Chase Bank, conveniently located at 6400 East Pacific Coast Highway, Long Beach, California 90803, United States. As a leading provider in the banking and finance sector, we offer a comprehensive range of financial services designed to meet your personal and business needs. At Chase Bank, we are dedicated to providing exceptional service through our ATM, banking, and finance solutions. Our business banking services offer expert guidance from a team of professionals who specialize in improving cash flow, providing tailored credit solutions, and managing payroll efficiently. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions specifically designed to support your business growth.

Chase Bank, located at 5200 2nd Street in Long Beach, California, is a full-service financial institution offering a wide range of banking and finance services. Whether you need assistance with managing your cash flow, obtaining credit solutions, or handling payroll, the team of business professionals at Chase Bank is here to help. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank is committed to helping clients achieve their investment goals while managing market risks. With J.P. Morgan Wealth Management, clients have access to a variety of investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Bank is dedicated to providing top-notch banking and investment solutions to its clients, including those who qualify for the exclusive "Chase Private Client" offering. Deposit accounts offered by JPMorgan Chase Bank, N.A. are subject to approval and are FDIC insured. Visit Chase Bank today to discover how they can help you reach your financial goals.

Welcome to the Bank of America Financial Center, conveniently located at 2000 East Anaheim Street, Long Beach, California. As a trusted leader in banking and financial services, we are dedicated to meeting the diverse needs of our community. Our Long Beach branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, credit cards, and investment solutions. Our team of experienced professionals is committed to providing exceptional customer service and personalized financial advice to help you achieve your financial goals. Whether you're looking to open a new account, explore financing options, or plan for your future, we're here to assist you every step of the way.

Welcome to the Bank of America Financial Center, conveniently located at 2240 North Bellflower Boulevard, Long Beach, California. As a trusted name in banking and finance, we are committed to providing exceptional financial services to meet the diverse needs of our community. Our Long Beach location offers a comprehensive range of services, including personal and business banking, loans, mortgages, investment guidance, and wealth management. Our team of experienced professionals is dedicated to delivering personalized solutions and expert advice to help you achieve your financial goals. Visit us today and experience the convenience and reliability that Bank of America is known for. We look forward to serving you and helping you navigate your financial journey with confidence.

Welcome 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.

Welcome to Chase Bank, conveniently located at 2811 Firestone Boulevard, South Gate, California 90280. As a leading provider in ATM, banking, and finance services, Chase Bank is dedicated to meeting your personal and business financial needs. Business Banking Solutions: With Chase Business Banking, you gain access to a team of professionals who specialize in improving cash flow, providing tailored credit solutions, and managing payroll efficiently. Enhance your business operations with our comprehensive suite of services, including business credit cards, online and mobile banking, and payment acceptance solutions designed specifically for businesses.

Welcome to the Bank of America Financial Center located at 600 West Willow Street, Long Beach, California. As a leading financial institution, we are committed to providing a comprehensive range of banking and financial services to meet your personal and business needs. Our Long Beach branch offers convenient access to a wide array of services including personal and business banking, loans, credit cards, investment advice, and wealth management solutions. Our dedicated team of financial professionals is here to assist you with personalized service and expert guidance. Whether you're opening your first account, planning for retirement, or managing your business finances, we are here to help you every step of the way. Visit us today to experience exceptional service and discover how we can support your financial journey.

Welcome to the Bank of America Financial Center, conveniently located at 518 South Long Beach Boulevard, Compton, California. As a trusted provider of banking and financial services, we are dedicated to meeting the diverse needs of our community. Our team of experienced professionals is committed to offering personalized solutions to help you achieve your financial goals. Whether you're looking to open a new account, apply for a loan, or seek investment advice, our comprehensive range of services is designed to cater to both personal and business needs. We pride ourselves on delivering exceptional customer service, ensuring a seamless and efficient banking experience.

Welcome to Chase Bank, located at 675 East Artesia Boulevard, Long Beach, California 90805. Please note that this branch is temporarily closed. However, you can still schedule a phone meeting with a banker using the Chase Mobile® app or by visiting chase.com. Chase Bank is dedicated to providing comprehensive financial services tailored to meet your needs. Whether you're looking for personal banking solutions or business banking services, our experienced team is here to help. We specialize in improving cash flow, offering credit solutions, and managing payroll for businesses. Additionally, we provide online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.

Welcome to the Bank of America Financial Center, conveniently located at 6351 East Spring Street in Long Beach, California. Our center is dedicated to serving the diverse financial needs of the Long Beach community with a commitment to excellence and personalized service. As a leading bank, we offer a comprehensive range of financial services, including personal and business banking, loans, mortgages, investment advice, and wealth management solutions. Our team of experienced professionals is here to assist you with tailored solutions to meet your financial goals. Whether you're opening a new account, planning for your future, or seeking guidance on financial matters, we are here to support you every step of the way. Visit the Bank of America Financial Center today and experience the difference of a financial partner who truly cares.

Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.

U.S. Bank's Wealth Management Banker, Michael Velasco, offers personalized financial services and expert advice to clients at their location on 19900 Beach Boulevard in Huntington Beach, California. As a trusted professional in the finance industry, Michael Velasco is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, U.S. Bank provides comprehensive services to individuals and families looking to grow and protect their assets. Visit Michael Velasco at U.S. Bank in Huntington Beach for top-tier financial guidance and support.

The Manhattan Beach Branch Office of UBS Financial Services Inc. is conveniently located at 2121 Rosecrans Avenue in El Segundo, California. As a leading financial institution, UBS offers a wide range of services to help individuals and businesses manage their wealth and achieve their financial goals. With a team of experienced professionals, the Manhattan Beach Branch Office is committed to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or protect your assets, UBS Financial Services Inc. can help you navigate the complexities of the financial world with confidence and peace of mind.

The Seal Beach, CA Branch Office of UBS Financial Services Inc. is a leading finance institution located at 3030 Old Ranch Parkway in Seal Beach, California. Our dedicated team of financial professionals is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced advisors are here to help. Visit us today to learn more about how UBS Financial Services Inc. can assist you in reaching your financial objectives.

Bank 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.

TSG Wealth Management in Manhattan Beach, located at 2041 Rosecrans Avenue, El Segundo, California, is a premier finance institution that prioritizes quality and a disciplined approach to wealth management and investments. With a focus on building strong relationships with clients and their families, the team at TSG Wealth Management works to understand their clients' needs both now and in the future. The institution offers a range of investment planning and wealth management services, with a commitment to exceeding expectations and putting clients' interests first. Recognized by industry publications such as Barron's and Forbes, TSG Wealth Management has a dedicated team of professionals who strive to deliver the best results for their clients. With multiple office locations across California, Nevada, Arizona, and New Mexico, TSG Wealth Management is dedicated to providing personalized and comprehensive financial solutions for individuals and families.