Investment holding companies in Irvine, California

Haven & 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.

Masciorini Financial Consulting Group of Wells Fargo Advisors is a prestigious finance institution located at 5 Park Plaza in Irvine, California, United States. Led by Michael Masciorini, who was named as a Forbes Best-In-State Wealth Advisor in 2023, our fee-based, fiduciary team specializes in providing wealth management and retirement planning services for individuals and families. We are proud to hold the CRC designation, showcasing our expertise in both retirement accumulation and distribution planning concepts. Our services include retirement planning, portfolio management, and more. Please note that our services are available only to residents of select states. Securities-related services may not be provided to individuals residing in states not listed. Investment products and services are offered through Wells Fargo Advisors, a registered broker-dealer. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company. Please be aware that opinions and actions on social media do not necessarily reflect the views of our firm. By clicking on external links, you are leaving the Wells Fargo website and entering a third-party site. We recommend reviewing the policies and terms of any third-party site you visit.

Merrill Lynch Financial Advisor David T Matthey is located at 100 Spectrum Center Drive in Irvine, California, United States. Dave Matthey is a Senior Vice President and Senior Financial Advisor who assists affluent individuals and families with all aspects of their financial needs. Dave takes a consultative and objective approach to wealth management, customizing financial strategies based on clients' goals, needs, risk tolerance, and time horizon. With over 30 years of experience in the financial service industry, Dave provides access to the investment insights of Merrill Lynch Wealth Management and the banking convenience of Bank of America to address all aspects of clients' financial lives. He is dedicated to building strong client relationships based on trust and personalized service. Dave is involved in charitable organizations such as the Anaheim YMCA and Kiwanis International. The institution offers the Merrill Personal Wealth Analysis™ to build personalized financial plans centered on clients' goals. The team at Merrill Lynch Wealth Management focuses on family, goals, and priorities, adapting financial approaches as life changes. By understanding clients' financial situations and aspirations, the team helps manage, grow, and preserve wealth while considering long-term impacts. Dave Matthey is registered to do business in multiple states and holds the Chartered Retirement Planning Counselor™ certification. Investing involves risk, and past performance does not guarantee future results. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals.

CPA LEE (International Tax) is a renowned institution located at 4 Venture in Irvine, California, United States. Specializing in accounting and finance, this institution offers comprehensive courses and training programs for individuals seeking expertise in international tax regulations. With experienced faculty and a strong curriculum, CPA LEE (International Tax) provides students with the knowledge and skills needed to excel in the complex world of global taxation. Whether you are a seasoned professional looking to expand your knowledge or a student starting your career in accounting, CPA LEE (International Tax) is the perfect place to enhance your skills and advance your career in the field of international taxation.

Welcome to Sea Monster Loans, a proud partner of C2 Financial Corporation, located at 0 Pier View Way, Oceanside, California. As one of the leading finance businesses in the area, we specialize in helping our clients navigate the complex world of mortgages and real estate. With over 30 years of experience, our husband and wife team, Scott and Shelley, have personally assisted more than 2,000 customers in buying or refinancing their homes, regardless of market conditions. Our affiliation with C2 Financial Corporation, the largest broker in the nation, allows us to offer some of the most competitive rates available, thanks to the $5.5 billion funded in 2019 alone. We have exclusive access to unique programs that other lenders cannot offer, ensuring that even if you've been turned down elsewhere, we may have the solution you need.