Investment platform in Irvine, California

Alamo Capital is a finance institution located at 201 North Civic Drive in Walnut Creek, California, United States. Our top priority is your financial well-being, and our Bond Specialists are ready to assist you with all your investment needs. We provide IRS Forms 1099-R for Retirement accounts starting January 31st, and Forms 1099 for Non-Retirement accounts starting February 15th. Through our platform BOLTS, brought to you by Alamo Capital, you can access a wide variety of bonds ready for trading, including California General Obligation Bonds from the John Swett Unified School District. If your bonds have been called, our advisors are here to help. Contact us today to speak with a knowledgeable Financial Advisor or fill out our form to receive bonds that match your specific criteria. Visit us at our locations in Irvine, CA, Evergreen, CO, Chicago, IL, Matthews, NC, and Westbury, NY.

B. Riley Advisory Services, located at 19800 Macarthur Boulevard in Irvine, California, United States, is a finance institution that delivers unparalleled value for every financial need. With over 27 years of experience, B. Riley Financial, Inc. offers tailored financial solutions to meet the strategic, operational, financial advisory, and capital needs of its clients through a diverse range of collaborative and complementary business capabilities. The institution's diverse suite of business capabilities goes beyond traditional financial service offerings, providing full-service, collaborative solutions at every stage of the business life cycle and in all market conditions. B. Riley Advisory Services is known for its demonstrated execution across the platform and its willingness to invest its own capital in opportunities derived from the platform. The institution has acquired various businesses and established new divisions to enhance its wealth management platform, expand its financial advisory services, and provide end-to-end solutions for distressed real estate values. Additionally, B. Riley Advisory Services has launched a Special Purpose Acquisition Company (SPAC) and a Specialty Lending division, further solidifying its position as a leader in the finance industry.

OZ Wealth Management, located at 530 Technology Drive in Irvine, California, is a finance institution that specializes in creating active investment strategies across public markets and tailored solutions for individual investors. With over 10 years of experience, our team of experts helps people and businesses build and manage wealth to pursue their financial goals. We provide personalized financial planning proposals to help our clients worry less about the future. As a registered investment firm, we utilize an electronic trading platform for the trade of various financial assets, ensuring that our clients receive the best possible service. Our team operates under the highest fiduciary standards, always putting our clients' interests first. We work closely with our clients to understand their unique situations and help them achieve their financial goals. Our financial advisor, who graduated with a bachelor's degree in Actuarial Science, is dedicated to providing highly personalized service and helping clients make informed, financially sound decisions. Whether you're new to investing or have years of experience, our services support you as your financial needs change over time. We are committed to aligning your portfolio with your principles and priorities, and providing you with investing opportunities that support your goals. Our powerful and secure digital platform makes it easy to transfer funds, view investment performance, and more. OZ Wealth Management is regulated by the California Department of Financial Protection and Innovation, and offers advisory services in states where registered or exempt from registration.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success. Conveniently located at 2201 Seal Beach Boulevard, Seal Beach, California 90740, we are dedicated to providing personalized financial solutions tailored to meet your unique goals. Whether you're looking to finance your next big purchase or simply manage your day-to-day banking needs, we've got you covered. At Financial Partners, we offer a comprehensive range of financial products and services, including checking and savings accounts, credit cards, mortgages, auto loans, and personal loans. Our competitive rates and member-focused approach ensure that you receive the best value and service possible. Enjoy exclusive benefits such as 0% APR for 12 months on purchases and balance transfers for qualifying members, and earn 5,000 APEX bonus points with new Platinum Rewards Mastercard accounts.