Investment consulting firms in California
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TTK Investments
● ClosedTTK Investments is a premier store located at 101 The Alameda in San Juan Bautista, California. Our institution specializes in providing a wide range of investment options for our clients. We offer personalized services to help individuals and businesses make informed decisions when it comes to their financial goals. Our experienced team is dedicated to helping our clients navigate the complex world of investments and achieve success. Visit TTK Investments today to start planning for a secure financial future.
101 The Alameda, San Juan Bautista, CA 95045, United States -
Varee Investment LLC
● ClosedVaree Investment LLC is a dynamic institution located at 14920 Perris Boulevard in Moreno Valley, California. Specializing in the food, restaurant, and shopping mall industries, Varee Investment LLC is committed to providing top-notch services and products to its customers. With a prime location in the bustling city of Moreno Valley, this institution offers a diverse range of dining options, retail stores, and entertainment venues for visitors to enjoy. Whether you're looking for a delicious meal, a unique shopping experience, or a fun day out with friends and family, Varee Investment LLC has something for everyone. Visit us today and experience the best that Moreno Valley has to offer!
14920 Perris Blvd, Moreno Valley, CA 92553, United States -
Khurgel Immigration Law Firm
● ClosedKhurgel Immigration Law Firm is a specialized institution located at 4199 Campus Drive, Irvine, California, United States. We are exclusively devoted to the practice of U.S Immigration Law and represent clients in all 50 states and at U.S Embassies around the world. Our managing attorney, Jeff Khurgel, is a Board Certified Immigration Specialist with over 18 years of experience. We handle a wide range of immigration matters, including family-based immigration, business-based immigration, employment visas, and investment visas. Our firm has a strong record of success in various waivers, deportation defense, and Deferred Action for childhood arrivals (DACA). We also assist individuals with temporary or permanent immigration based on capital investment, such as the E-2 visa and EB-5 Green Card.
4199 Campus Dr # 550, Irvine, CA 92612, United States -
Haven & King Law Firm
● ClosedHaven & King Law Firm is a prestigious legal institution based in Diamond Bar, California, with additional offices in Irvine. Our team of legal professionals, holding licenses in the CA Bar and NY Bar, brings together exceptional talents from both China and the United States. We specialize in a wide range of legal services, including business contracts, real estate transactions, living trusts, and business immigration cases such as L1, EB1, and EB5. Our firm has extensive social resources in the Los Angeles area, with partnerships in law firms, investment companies, educational consultant agencies, and regional centers. We are dedicated to providing outstanding services to Chinese compatriots seeking investment, immigration, trade, and study opportunities in the United States. Our mission is to assist our clients in achieving the American Dream and provide solid legal support for their lives and careers in the U.S.
21671 Gateway Center Dr Ste 210, Diamond Bar, CA 91765, United States -
LBE Law Firm
● ClosedLBE Law Firm, located at 2121 Avenue of the Stars in Los Angeles, California, is a dedicated institution offering personalized attention, tailored advice, and exceptional results to clients. Specializing in Immigration, Bankruptcy, and various personal legal issues, LBE Law assists individuals in navigating the complexities of US immigration law, financial difficulties, and more. With a focus on helping worldwide foreigners achieve their dream of becoming US citizens, LBE Law handles a wide range of immigration matters, including Investment-based visas, Employment-based petitions, Naturalization, and more. Additionally, the firm guides clients through Chapter 7 and 13 Bankruptcies, as well as other debt reorganization processes.
2121 Avenue of the Stars Suite 800, Los Angeles, CA 90067, United States -
NValuable Franchise Consulting
● ClosedNValuable Franchise Consulting, located at 448 Elysian Fields Drive in Oakland, California, is a professional consulting firm specializing in helping clients find the perfect franchise opportunity. Whether you are interested in owning your own business or franchising an existing one, we are here to guide you every step of the way. Our team of experts will work with you to understand your goals, preferences, and investment level to match you with the franchise that gives you the best chance for success. As a full-service consulting firm, we represent over 700 leading franchise opportunities worldwide and offer assistance with funding options and strategies. At NValuable Franchise Consulting, we are dedicated to promoting diversity in business ownership and have a special focus on franchise opportunities that have been successful for women and minorities. Our goal is to help you grow your franchise and achieve your entrepreneurial dreams. With our proven track record and professional approach, we are the go-to choice for franchise partners looking to expand their business.
448 Elysian Fields Dr, Oakland, CA 94605, United States -
The Shirvanian Law Firm
● OpenThe Shirvanian Law Firm is a reputable institution located at 4900 California Avenue in Bakersfield, California, United States. With additional offices in Glendale and another location in Bakersfield, the firm is dedicated to providing top-notch legal services to clients in need. Led by licensed personal injury attorney Narbeh Shirvanian, the firm specializes in prosecuting and defending civil lawsuits involving personal injuries, accidents, and wrongful death cases. With twelve years of experience, Shirvanian and his team are committed to representing clients with care, respect, and attention to detail. The Shirvanian Law Firm offers free consultations and 24/7 legal support to help clients navigate their personal injury cases. The firm covers all case costs with zero charge to clients, ensuring that they invest the time, money, and resources needed to achieve justice and fair outcomes. The team at Shirvanian Law is dedicated to maximizing clients' cases, from getting the most value for total loss claims to managing personal injury claims to avoid any gaps in treatment.
4900 California Ave Tower B, 2nd Floor, Bakersfield, CA 93309, United States -
Safeguard Investment Advisory Group
● ClosedSafeguard Investment Advisory Group, located in Corona, California, is a finance institution dedicated to creating amazing retirements for the families they serve. With a team focused on education, integrity, and earned trust, they strive to always put their clients' best interests first. As an independent financial firm, they are free to search for the right products for each individual, rather than being tied to any specific institution or product. Their workshops and seminars address common financial concerns individuals and families face in retirement, helping them feel more confident about the future. With locations in Corona, Roseville, San Diego, Oxnard, and Santa Barbara, Safeguard Investment Advisory Group is committed to helping everyone achieve a confident and independent retirement. Contact them today to discover how they can help you make appropriate investment choices and create a personalized retirement strategy.
4160 Temescal Canyon Rd #307, Corona, CA 92883, United States -
999 Investments and Realty
● Closed999 Investments and Realty is a premier real estate agency located at 17111 Beach Boulevard in Huntington Beach, California, United States. With a team of experienced and knowledgeable real estate professionals, we specialize in helping clients buy, sell, and invest in residential and commercial properties. Whether you are a first-time homebuyer, seasoned investor, or looking to sell your property, our dedicated team is here to provide you with personalized service and guidance every step of the way. Contact us today to learn more about how we can help you achieve your real estate goals.
17111 Beach Blvd #206, Huntington Beach, CA 92647, United States -
The Frankowski Firm, LLC
● ClosedThe Frankowski Firm, LLC is a nationwide investment and securities fraud law firm located at 333 University Avenue, Sacramento, California, United States. The firm specializes in protecting the rights of investors who have been taken advantage of by unscrupulous brokers and investment advisors. They handle complex claims of broker fraud, helping clients who have lost money with their stockbroker. The firm is well-equipped to handle various types of investment issues and financial wrongs, ensuring that investors know their rights and have the opportunity to seek compensation for any losses incurred. The attorneys at The Frankowski Firm, LLC are experienced in navigating the legal complexities of the financial industry, including securities laws and regulations. They provide legal services for investors who have been victims of stockbroker fraud or negligence, helping them pursue claims through FINRA arbitration. With offices in multiple states throughout the U.S., The Frankowski Firm, LLC offers free confidential consultations for investors seeking legal assistance.
333 University Ave #200, Sacramento, CA 95825, United States -
The Tax and Law Automation Firm
● ClosedThe Tax and Law Automation Firm is a leading institution in the fields of accounting, finance, and law. Located at 4580 East Thousand Oaks Boulevard in Westlake Village, California, United States, this firm specializes in providing expert services in tax preparation, financial planning, and legal advice. With a team of highly skilled professionals, The Tax and Law Automation Firm is dedicated to helping individuals and businesses navigate the complexities of the tax and legal systems. Whether you need assistance with tax filing, investment strategies, or legal representation, this firm is committed to providing top-notch services tailored to your specific needs. Contact them today to schedule a consultation and see how they can help you achieve your financial and legal goals.
4580 E Thousand Oaks Blvd #190, Westlake Village, CA 91362, United States -
L.A. Tech & Media Law Firm
● ClosedL.A. Tech & Media Law Firm is a renowned institution located at 12121 Wilshire Boulevard in Los Angeles, California. Specializing in Intellectual Property & Technology Law, they offer legal and business counsel in digital and traditional publishing, contract negotiation, and IP due diligence. The firm excels in company formation, intellectual property protection, funding due diligence, and lean startup methodology. Led by attorney David Nima, Esq., the firm focuses on business disputes and litigation matters involving technology and innovation markets. With expertise in technology and intellectual property infringement, they offer a business-focused approach to litigation strategies tailored to each client's success.
12121 Wilshire Blvd Suite 810, Los Angeles, CA 90025, United States -
U.S. Bancorp Investments - Financial Advisors: Arleengrace Vatuvei
● ClosedU.S. Bancorp Investments - Financial Advisors, led by Arleengrace Vatuvei, is a renowned finance institution located at 4610 Mission Street in San Francisco, California, United States. With a team of dedicated and experienced financial advisors, they offer a wide range of investment services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your children's education, Arleengrace Vatuvei and her team are here to provide expert guidance and personalized solutions to meet your needs. Visit their office today to start building a secure financial future.
4610 Mission St, San Francisco, CA 94112, United States -
Payne Financial Consulting
● OpenPayne Financial Consulting is a leading finance institution located at 1900 South Norfolk Street in San Mateo, California. Our team of experienced financial consultants are dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of our clients. Whether you are looking to plan for retirement, invest in the stock market, or manage your wealth, Payne Financial Consulting is here to help you navigate the complex world of finance. Trust us to provide expert guidance and support as you work towards achieving your financial goals. Visit us today to learn more about how we can assist you in securing your financial future.
1900 S Norfolk St # 215, San Mateo, CA 94403, United States -
Atherton Consulting Group
● OpenAtherton Consulting Group, located in Atherton, California, is a leading institution specializing in expert strategic planning and leadership development. Managed by Jim Keene, CFA, MS Management, and strategic partner Wendy Richards, MBA, the group offers visionary strategic advisory services to help firms define key strategic initiatives and achieve their bold visions. With a focus on effective implementation and team alignment, Atherton Consulting Group has a proven track record of success in improving decision-making, team dynamics, and overall business performance. Whether it's communicating a compelling message, improving day-to-day execution, or growing a sustainable investment firm, Atherton Consulting Group is dedicated to helping clients achieve their goals with practical, results-driven strategies.
98 Deodora Dr, Atherton, CA 94027, United States -
Graystone Consulting – The Palo Alto Group - Morgan Stanley
● OpenGraystone Consulting – The Palo Alto Group is a leading financial institution located in the heart of Silicon Valley at 1400 Page Mill Road, Palo Alto, California. As a part of Morgan Stanley, one of the world's premier financial services firms, this institution offers tailored investment solutions and wealth management services to high-net-worth individuals, families, and institutions. With a team of experienced financial advisors and consultants, Graystone Consulting – The Palo Alto Group is committed to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, this institution provides the expertise and resources needed to navigate the complex world of finance.
1400 Page Mill Rd, Palo Alto, CA 94304, United States -
Bell Investment Advisors
● ClosedBell Investment Advisors is a finance and health institution located at 1111 Broadway in Oakland, California, United States. With over thirty years of experience in investment management and financial planning, our fiduciary advisors always prioritize your best interests. Our team of professionals is dedicated to helping individuals and families in the Bay Area improve their financial futures one client at a time. Whether you are looking to establish a portfolio or need guidance through life transitions, Bell Investment Advisors is here to help. As a Registered Investment Advisory firm operating under the fiduciary standard, we are committed to recommending the best investments for each client. Our fee-only structure ensures that our recommendations are always in your best interest, as we do not receive commissions for specific products or investments. With over 100 years of combined Financial Services experience, our team has a reputation for consistently exceeding clients' expectations.
1111 Broadway #1630, Oakland, CA 94607, United States -
U.S. Bancorp Investments - Financial Advisors: Fremont
● ClosedU.S. Bancorp Investments - Financial Advisors in Fremont, California, offers a wide range of financial services and advice to help clients navigate their investment opportunities. Located at 39390 Fremont Boulevard, their team of experienced advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or save for your child's education, U.S. Bancorp Investments is here to provide personalized solutions tailored to your specific needs. Trust in their expertise and commitment to excellence as you work towards a secure financial future.
39390 Fremont Blvd, Fremont, CA 94538, United States -
Sierra Pacific Financial Advisors, LLC - Fee Only Financial Advisory Firm
● ClosedSierra Pacific Financial Advisors, LLC is a fee-only financial advisory firm located in Pleasanton, California. Our team of experienced financial advisors are dedicated to providing personalized and comprehensive financial planning services to help clients achieve their financial goals. We specialize in retirement planning, investment management, tax planning, and estate planning. At Sierra Pacific Financial Advisors, LLC, we prioritize transparency and always act in the best interest of our clients. Visit us at 7077 Koll Center Parkway to learn more about how we can help you secure your financial future.
7077 Koll Center Pkwy #120, Pleasanton, CA 94566, United States -
RBP Investment Advisors Inc
● OpenRBP Investment Advisors Inc. is a finance institution located at 3201 Danville Boulevard in Alamo, California. As an independent, fee-only SEC-registered investment advisory firm, we pride ourselves on providing unbiased financial planning recommendations and fostering long-term relationships with our clients. Our mission is to help you achieve your financial goals by tailoring our services to your unique needs, values, and objectives. With a focus on client-centered financial advice, we offer comprehensive financial planning, asset management services, and retirement planning for individuals and retirement plans. Trust in our expertise and dedication to making sound financial decisions on your behalf. Visit us at our office in Alamo to start planning for your financial future with RBP Investment Advisors Inc.
3201 Danville Blvd #185, Alamo, CA 94507, United States -
Sagemark Consulting
● ClosedSagemark Consulting is a trusted financial advisory firm located at 2105 South Bascom Avenue in Campbell, California. With a team of experienced professionals, Sagemark Consulting offers personalized financial planning and investment strategies to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your wealth, Sagemark Consulting provides tailored solutions to meet your unique needs. Contact us today to schedule a consultation and start building a secure financial future.
2105 S Bascom Ave #300, Campbell, CA 95008, United States -
Horizon Projects Consulting
● ClosedHorizon Projects Consulting is a business consulting firm located at 119 Gold Rush Court, Clayton, California, United States. Specializing in Project Management, Business, and Technology Consulting Services, we are experts in Digital Transformation & Cloud Migration. Our goal is to make your organization more efficient, agile, and equipped to improve your bottom line. Our certified PMP consultants deliver tailored IT projects aligned with your leadership team's objectives and your firm's mission. We specialize in unlocking the value in Oracle Project Costing and Project Billing to manage and improve project bottom lines. We partner with clients to streamline operations, simplify management of capital investments, and unlock the value embedded in Oracle ERP applications.
119 Gold Rush Ct, Clayton, CA 94517, United States -
Excelsus Capital Management - Investment Advisor & Financial Planner
● OpenExcelsus Capital Management is a leading investment advisor and financial planner located in Manhattan Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Excelsus Capital Management is here to provide expert guidance and support. Visit us at 111 North Sepulveda Boulevard to learn more about how we can help you secure a prosperous financial future.
111 N Sepulveda Blvd #250, Manhattan Beach, CA 90266, United States -
Angeles Investment Advisors
● OpenAngeles Investment Advisors is a finance institution located at 429 Santa Monica Boulevard, Santa Monica, California, United States. Founded in 2001, Angeles is a multi-asset investment firm dedicated to providing sophisticated, customized, global investment solutions to institutional and private wealth clients. The institution prides itself on offering tailored solutions to meet the unique needs of each client, guided by a team of Investment Officers who serve as internal chief investment officers. Angeles believes in fostering strong client relationships based on respect, trust, integrity, and open communication. The institution offers total portfolio management and focused solutions to provide targeted exposure to overall portfolios. With a commitment to philanthropy and mission-aligned investing, Angeles aims to help clients achieve their financial goals and make a positive impact on society and the community.
429 Santa Monica Blvd, Santa Monica, CA 90401, United States -
Refresh Investments LLC
● ClosedRefresh Investments LLC is a finance institution located in Santa Monica, California, United States. We are a fee-only, fiduciary financial services firm with offices in Santa Monica and San Diego, CA, serving clients throughout Southern California and the United States. Our clients come from diverse backgrounds and have unique stories, but they all share a desire to feel empowered and assured that their assets are strategically invested to achieve their life's ambitions. As fee-only fiduciary advisors, we provide solid financial advice without any product sales. Our mission is to transform your financial experience by aligning your values with the wealth you've built and supporting you in creating your best financial life. We begin by clarifying your vision of the future and retirement, building a tailored financial plan or investment strategy, and monitoring and updating it as needed. We invite you to become part of our engaging community and see if we're the right fit for you. Contact us at our Santa Monica or San Diego offices to see how we can help change your life.
401 Wilshire Blvd 12th Floor, Santa Monica, CA 90401, United States -
Willis Consulting Inc
● OpenWillis Consulting Inc is a reputable financial consulting firm located at 719 Yarmouth Road in Palos Verdes Estates, California, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and wealth management. Their personalized approach ensures that each client receives tailored solutions to meet their financial goals. Whether you are looking to grow your wealth or plan for a secure retirement, Willis Consulting Inc is dedicated to helping you achieve financial success.
719 Yarmouth Rd # 203, Palos Verdes Estates, CA 90274, United States -
Independent Capital Management - A Beverly Hills Financial Advisor Firm
● ClosedIndependent Capital Management is a prestigious financial advisor firm located in the heart of Beverly Hills, California. Situated at 6100 Wilshire Boulevard, this institution offers top-notch financial services to individuals and businesses seeking expert guidance in managing their wealth. With a team of experienced professionals, Independent Capital Management provides personalized financial solutions tailored to each client's unique needs and goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, this firm is dedicated to helping you achieve financial success. Trust Independent Capital Management to be your partner in wealth management and secure your financial future.
6100 Wilshire Blvd #330, Beverly Hills, CA 90212, United States -
Empress Investment Group
● ClosedEmpress Investment Group, located at 321 North Larchmont Boulevard in Los Angeles, California, is a finance institution offering securities and advisory services through registered representative Meagan Phelps. Meagan is licensed to solicit and sell securities in multiple states and offer advisory services in select states. The institution is not affiliated with Madison Avenue Securities, LLC. Empress Investment Group and Madison Avenue Securities, LLC do not provide tax, legal, or accounting advice. The institution has been recognized in the Forbes rankings of America's Top Financial Security Professionals, developed by SHOOK Research, as an unpaid acknowledgment. Forbes, SHOOK Research, and MAS are unaffiliated entities. No endorsement by media owners of the firm or Meagan Phelps is stated or implied.
321 N Larchmont Blvd Suite 800, Los Angeles, CA 90004, United States -
Meaglia Financial Consulting
● ClosedMeaglia Financial Consulting is a finance institution located at 2105 Foothill Boulevard, La Verne, California, United States. They offer investment advisory services through Fusion Capital Management, an SEC registered investment advisor. The firm operates in compliance with state registration requirements and offers a range of investment strategies with the potential for profit or loss. Please visit their website for more information and their Client Relationship Summary.
2901, 2105 Foothill Blvd #B-140, La Verne, CA 91750, United States -
Capstone Pacific Investment Strategies, Inc.
● ClosedCapstone Pacific Investment Strategies, Inc. is a finance institution located at 265 South Randolph Avenue, Brea, California, United States. Established in 2010, we are dedicated to providing the best possible financial solutions to our clients. As fiduciaries, we always act in the best interest of our clients, ensuring that their needs come first. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals who are held to the highest standard of care. We specialize in navigating the complex civilian federal benefits program and can assist business owners in setting up retirement plans such as 401(k)s. For employees, we offer guidance on investment funds and portfolio adjustments. Our firm is registered as an investment adviser and operates in compliance with state regulations.
265 S Randolph Ave #240, Brea, CA 92821, United States
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