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TOP 30 Investment management services in Marina, CA
19 results found
A convenient service for searching for businesses, places and services
Supreme Real Estate & Property Management
Supreme Real Estate & Property Management is a leading real estate agency located at 475 Washington Boulevard in Marina del Rey, California. Our dedicated team of professionals specializes in buying, selling, and managing properties in the prestigious Marina del Rey area. With years of experience and a commitment to excellence, we provide personalized service to our clients to ensure their real estate needs are met with the utmost care and attention to detail. Whether you are looking to buy your dream home, sell a property, or need expert property management services, Supreme Real Estate & Property Management is here to help you every step of the way. Contact us today to learn more about how we can assist you with all of your real estate needs.
28th Street Marina
28th Street Marina is a reputable real estate agency located in Newport Beach, California. Situated at 2600 Newport Boulevard, this institution specializes in buying, selling, and managing marina properties in the area. With a team of experienced agents and a strong network in the industry, 28th Street Marina offers top-notch services to clients looking to invest in waterfront properties or seeking assistance in property management. Whether you are a seasoned investor or a first-time buyer, 28th Street Marina is dedicated to helping you find the perfect marina property to suit your needs.
Central Coast Property Management
Central Coast Property Management is a full-service residential property management company located at 816 Wave Street in Monterey, California. Serving the Monterey Peninsula, the Salinas Valley, and surrounding communities, we specialize in managing single-family homes and condominiums to help you maximize your investment return. Our team handles the day-to-day operations of managing your property, allowing you to enjoy the benefits of owning investment property stress-free. If you are looking for a single-family home or condo to rent in the Monterey Peninsula or Salinas Valley communities, we invite you to explore our online rental home property search. To ensure compliance with federal and state fair housing laws, each person 18 years of age or older who intends to reside in the rental property must complete and sign a rental application.
First Pacific Financial Services
First Pacific Financial Services is a reputable finance institution located at 3152 Ocean Terrace in Marina, California, United States. With a commitment to providing top-notch financial services to its clients, First Pacific offers a wide range of financial solutions including investment management, retirement planning, insurance services, and more. The institution prides itself on its knowledgeable and experienced team of financial experts who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, protect your assets, or plan for the future, First Pacific Financial Services is the trusted partner you can rely on.
Silicon Beach Wealth Management
Silicon Beach Wealth Management is a finance institution located in Marina del Rey, California. We partner with ambitious individuals to create purpose-driven financial plans that focus on your goals, not just your assets. Our process combines traditional investing with local, sustainable alternatives to help you reach the next level. We offer personalized services for both personal and corporate planning, with tech-forward portfolios that are diverse and liquid. Our alternative investments prioritize local, female, and minority-owned businesses, with a focus on wellness. Our founder's personal journey in finance has shaped our values and approach to investing, ensuring that we cater to your unique needs and goals. Visit us at 4551 Glencoe Avenue, Suite 215, Marina del Rey, CA 90292 to start building your financial future today.
Adelante Capital Management
Adelante Capital Management is a finance institution located at 1101 Marina Village Parkway in Alameda, California, United States. Specializing in investment management, Adelante Capital Management offers a range of financial services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Adelante Capital Management is dedicated to providing innovative solutions and personalized strategies to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Adelante Capital Management is here to help you succeed.
Frausto Management Group
Frausto Management Group is a reputable accounting and finance institution located at 475 Washington Boulevard in Marina del Rey, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with tax preparation, financial planning, or investment management, Frausto Management Group is dedicated to providing personalized solutions to meet your specific needs. Trust them to handle your financial matters with expertise and professionalism.
Marina Tax Plus
Marina Tax Plus is a reputable accounting and finance institution located at 23945 Sunnymead Boulevard in Moreno Valley, California, United States. Specializing in tax preparation, financial planning, and accounting services, Marina Tax Plus is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, clients can expect personalized service and expert guidance to navigate the complexities of tax laws and financial management. Whether you need assistance with tax filing, budgeting, or investment strategies, Marina Tax Plus is committed to providing comprehensive solutions to meet your needs. Contact us today to schedule a consultation and take control of your financial future.
Pacific Monarch Ltd
Pacific Monarch Ltd is a leading institution located at 3346 Paul Davis Drive in Marina, California, United States. We specialize in providing top-notch services in the fields of finance, investment, and consultancy. Our team of experts is dedicated to helping our clients achieve their financial goals and maximize their returns. With a strong focus on customer satisfaction and professionalism, Pacific Monarch Ltd is committed to delivering exceptional results for all our clients. Contact us today to learn more about how we can assist you in reaching your financial objectives.
Jason Bristol - State Farm Insurance Agent
Jason Bristol - State Farm Insurance Agent is a reputable insurance agency located at 1590 Del Monte Boulevard, Seaside, California, United States. In addition to providing various insurance services such as Car Insurance, ATV Insurance, Motorcycle Insurance, Med Supplement Insurance, and Life Insurance, the agency also offers free gifts and smiles to their customers in March to celebrate creative holidays like Employee Appreciation Day and St. Patrick’s Day. With a team of highly skilled and licensed bilingual Insurance Professionals, Jason Bristol State Farm Insurance office is dedicated to serving the communities of Monterey, Seaside, Pacific Grove, Pebble Beach, Carmel, Carmel Valley, Big Sur, and Marina. The agency focuses on giving outstanding service while protecting what's important to their customers, allowing them to focus on achieving their life goals.
Chase Bank
Chase Bank, located at 264 Reservation Road in Marina, California, is a full-service financial institution offering a range of services including banking, ATM access, and finance solutions. With a team of business professionals, Chase provides guidance on improving cash flow, credit solutions, and payroll management for businesses. Online and mobile services, business credit cards, and payment acceptance solutions are also available. Chase is a subsidiary of JPMorgan Chase & Co., offering investment products and services through J.P. Morgan Securities LLC and insurance products through Chase Insurance Agency, Inc. Chase Private Client is a banking and investment product offering, subject to approval. Member FDIC.
EMC Financial
EMC Financial is a premier financial institution located at 475 Washington Boulevard in Marina del Rey, California. Specializing in finance, EMC Financial offers a wide range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, EMC Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Visit EMC Financial today to learn more about how they can help you achieve financial success.
JA Lawson and Associates
JA Lawson and Associates is a renowned finance institution located at 2000 Glen Cove Marina Road in Vallejo, California, United States. With a strong reputation for providing expert financial services, JA Lawson and Associates offers a wide range of financial solutions to meet the needs of their clients. From investment planning to wealth management, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, JA Lawson and Associates is a trusted partner for all your financial needs.
Jeffrey Oster - Raymond James
Jeffrey Oster - Raymond James is a reputable financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. Specializing in a wide range of financial services, including investment management, retirement planning, and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide our clients with the tools and resources they need to make informed financial decisions. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, Jeffrey Oster - Raymond James is committed to helping you navigate the complex world of finance with confidence and peace of mind.
Ian Rassman
Ian Rassman is a prestigious finance institution located at 4333 Marina City Drive in Marina del Rey, California, United States. With a reputation for excellence in the financial industry, Ian Rassman offers a wide range of services to clients, including investment management, financial planning, and wealth management. The institution is known for its experienced team of professionals who are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Ian Rassman is the institution to trust.
Evolution Financial & Insurance Solutions
Evolution Financial & Insurance Solutions is a trusted finance and insurance agency located at 4712 Admiralty Way in Marina del Rey, California. With a commitment to providing personalized and comprehensive financial services, our team of experts is dedicated to helping clients navigate the complexities of managing their assets and protecting their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Evolution Financial & Insurance Solutions is here to guide you every step of the way. Our goal is to help you achieve your financial goals and secure peace of mind for you and your loved ones. Contact us today to schedule a consultation and start planning for a brighter financial future.
MTI Consulting Group
MTI Consulting Group is a leading accounting and finance institution located at 4640 Admiralty Way in Marina del Rey, California, United States. With a team of experienced professionals, MTI Consulting Group offers a wide range of financial services to individuals and businesses. Whether you need assistance with tax preparation, financial planning, or investment management, MTI Consulting Group is dedicated to helping clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in financial success.
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™
Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ is a leading financial institution located at 1050 Marina Village Parkway in Alameda, California, United States. With a team of highly qualified professionals, including Certified Financial Planner Guy Ben Ari, this institution offers expert financial advice and services to help individuals and businesses achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones is dedicated to providing personalized solutions tailored to your unique needs. Trust Edward Jones - Financial Advisor: Guy Ben Ari, CFP®|AAMS™|CRPS™ for all your financial planning and investment needs.
Akers Capital LLC
Akers Capital LLC is a finance institution located at 8436 Marina Vista Lane in Fair Oaks, California, United States. As a leading financial services provider, Akers Capital LLC offers a wide range of investment and wealth management services to help clients achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Akers Capital LLC is dedicated to providing personalized solutions and expert advice to help clients navigate the complexities of the financial markets. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Akers Capital LLC is here to help you every step of the way.
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