Investment portfolios in California
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Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
610 Newport Center Dr Suite 300, Newport Beach, CA 92660, United States -
Addison Avenue Investment Services
● OpenAddison Avenue Investment Services is a finance institution located at 2500 Mendocino Avenue in Santa Rosa, California, United States. We offer a wide range of investment services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing personalized financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Addison Avenue Investment Services is here to help you every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
2500 Mendocino Ave Ste C, Santa Rosa, CA 95403, United States -
Bickford Investment Management Services
● OpenBickford Investment Management Services is a reputable finance institution located at 600 6th Street East in Sonoma, California, United States. With a team of experienced financial professionals, they offer a wide range of investment management services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or create a diversified investment portfolio, Bickford Investment Management Services is dedicated to providing personalized solutions tailored to your individual needs. Trustworthy and reliable, they are committed to helping you make informed financial decisions and secure a prosperous future.
Armstrong Estates, 600 6th St E, Sonoma, CA 95476, United States -
Richard C Hoertkorn Investment
● OpenRichard C Hoertkorn Investment is a reputable finance institution located at 60 Sir Francis Drake Boulevard in Larkspur, California. With a strong focus on providing top-notch investment services to its clients, this institution is known for its expertise in managing portfolios and guiding individuals and businesses towards financial success. The team at Richard C Hoertkorn Investment is dedicated to delivering personalized solutions tailored to each client's unique financial goals and needs. Trustworthy, reliable, and experienced, this institution is a go-to destination for those seeking expert financial guidance in the California area.
60 Sir Francis Drake Blvd #300, Larkspur, CA 94939, United States -
Talkot Investments
● OpenTalkot Investments is a reputable finance institution located at 2400 Bridgeway in the scenic city of Sausalito, California, United States. With a focus on providing top-notch financial services and investment solutions, Talkot Investments is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, our team of experienced professionals is here to assist you every step of the way. Trust Talkot Investments to provide you with expert advice and personalized financial strategies tailored to your specific needs.
2400 Bridgeway Suite 300, Sausalito, CA 94965, United States -
Private Portfolios Inc.
● ClosedPrivate Portfolios Inc. is a reputable finance institution located at 424 North San Mateo Drive in San Mateo, California, United States. Our team of experienced professionals specializes in creating personalized investment portfolios tailored to meet the unique financial goals and risk tolerance of each client. With a focus on providing top-notch customer service and expert financial guidance, Private Portfolios Inc. is dedicated to helping individuals and businesses achieve their financial objectives. Contact us today to learn more about how we can assist you in managing and growing your wealth.
424 N San Mateo Dr #200, San Mateo, CA 94401, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a finance institution located at 21 Springstowne Center in Vallejo, California, United States. At Merrill, we have a team of Financial Solutions Advisors ready to help you turn your ambitions into action. Whether you are planning for retirement, investing in securities, or looking for personalized financial advice, our advisors can help you pursue your goals. We offer a broad range of brokerage, investment advisory, and financial planning services to meet your needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Contact us today to schedule a meeting with a Merrill Advisor and start planning for what matters most to you.
21 Springstowne Center, Vallejo, CA 94591, United States -
Personal Portfolios Inc
● OpenPersonal Portfolios Inc is a leading finance institution located at 303 Twin Dolphin Drive in Redwood City, California, United States. Our team of experienced financial advisors is dedicated to helping individuals create and manage their personal investment portfolios. We offer a range of services including financial planning, investment management, retirement planning, and more. With a focus on personalized service and tailored solutions, Personal Portfolios Inc is committed to helping our clients achieve their financial goals. Contact us today to learn more about how we can help you secure your financial future.
600, 303 Twin Dolphin Dr, Redwood City, CA 94065, United States -
Infinium Investment Advisors
● ClosedInfinium Investment Advisors is a leading finance institution located at 530 Lytton Avenue in Palo Alto, California, United States. With a team of experienced financial experts, we provide personalized investment advisory services to help clients achieve their financial goals. Our comprehensive approach to wealth management includes portfolio analysis, risk assessment, and strategic financial planning. Trust Infinium Investment Advisors to guide you towards a secure financial future.
530 Lytton Ave, Palo Alto, CA 94301, United States -
Addison Avenue Investment Services
● OpenAddison Avenue Investment Services is a leading finance institution located at 3000 El Camino Real in Palo Alto, California, United States. We offer a wide range of investment services to help individuals and businesses achieve their financial goals. Our experienced team of financial advisors provides personalized guidance and tailored investment solutions to meet the unique needs of our clients. Whether you are looking to grow your wealth, plan for retirement, or save for the future, Addison Avenue Investment Services is here to help you navigate the complex world of finance with confidence. Contact us today to schedule a consultation and start building a brighter financial future.
3000 El Camino Real Ste 100, Palo Alto, CA 94306, United States -
Seth Wax - BancWest Investment Services Financial Advisor
● ClosedSeth Wax - BancWest Investment Services Financial Advisor is a reputable financial institution located at 1551 Pacific Avenue in Santa Cruz, California. As a trusted financial advisor, Seth Wax provides personalized investment services to help clients reach their financial goals. With a focus on wealth management and financial planning, Seth Wax offers expert advice and guidance to individuals seeking to secure their financial future. Whether you are looking to grow your investments, plan for retirement, or build a diversified portfolio, Seth Wax - BancWest Investment Services Financial Advisor is dedicated to helping you achieve financial success.
1551 Pacific Ave, Santa Cruz, CA 95060, United States -
Scundi Investment Management, LLC
● ClosedScundi Investment Management, LLC is a finance institution located at 19925 Stevens Creek Boulevard in Cupertino, California, United States. Since 1999, we have been assisting clients in creating programs and portfolios to achieve their long-term financial goals. Our team of credentialed professionals is available to help with any questions regarding investments, taxes, retirement, and estate planning. We believe in transparency and begin by explaining our fee structure and discussing how we can assist you. After analyzing your goals and current portfolio, we recommend an investment strategy tailored to your risk tolerance. Our team consists of individuals with diverse finance backgrounds who share a commitment to ethics and integrity. We are all fully licensed and credentialed, providing unbiased recommendations and impartial guidance.
19925 Stevens Creek Blvd #100, Cupertino, CA 95014, United States -
Investment Architects Inc
● OpenInvestment Architects Inc is a reputable finance institution located at 3201 Danville Boulevard in Alamo, California, United States. As a team of skilled financial professionals, we specialize in providing tailored investment strategies and solutions for our clients. With a focus on creating long-term wealth and financial security, our experts work closely with individuals and businesses to design personalized investment plans that align with their goals and risk tolerance. Trust Investment Architects Inc to be your partner in building a solid financial future.
3201 Danville Blvd # 200, Alamo, CA 94507, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center located at 20 Ranch Drive in Milpitas, California, offers personalized advice and guidance to help individuals turn their ambitions into action. With a team of Merrill Financial Solutions Advisors, clients can pursue their financial goals and plan for what matters most to them. Whether you are looking for investment advice, retirement planning, or other financial services, the professionals at Merrill are here to help. Please note that Merrill is a finance institution and offers a broad range of services including brokerage, investment advisory, and financial planning. Additionally, banking products are provided by Bank of America, N.A. and affiliated banks. For more information about the services offered at Merrill, please review the Client Relationship Summary available on their website.
20 Ranch Dr, Milpitas, CA 95035, United States -
Jay Larrick - BancWest Investment Services Financial Advisor
● ClosedJay Larrick - BancWest Investment Services Financial Advisor is a reputable financial institution located at 50 West San Fernando Street in San Jose, California. As a trusted financial advisor, Jay Larrick provides expert guidance and personalized financial solutions to help clients achieve their investment goals. With a focus on customer satisfaction and wealth management, Jay Larrick offers a range of services tailored to individual needs, including retirement planning, portfolio management, and investment strategies. Whether you are looking to grow your wealth or plan for the future, Jay Larrick - BancWest Investment Services Financial Advisor is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
50 W San Fernando St Suite 425, San Jose, CA 95113, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a leading finance institution located at 5710 Cottle Road in San Jose, California, United States. Our team of experienced financial advisors are dedicated to helping clients achieve their investment and retirement goals through personalized financial planning and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investment portfolio, our experts are here to provide guidance and support every step of the way. Visit us today to learn more about how Merrill Investment & Retirement Financial Center can help you secure your financial future.
5710 Cottle Rd, San Jose, CA 95123, United States -
Merrill Investment & Retirement Financial Center
● ClosedMerrill Investment & Retirement Financial Center is a leading finance institution located at 3491 McKee Road in San Jose, California, United States. Specializing in investment and retirement planning, our experienced team of financial advisors is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth through strategic investments or plan for a secure retirement, our experts are here to provide personalized guidance and support every step of the way. Visit us today to start building a brighter financial future.
3491 McKee Rd, San Jose, CA 95127, United States -
Wilson Investment Properties
● ClosedWilson Investment Properties is a reputable finance institution located at 14435C Big Basin Way in Saratoga, California, United States. Specializing in real estate investments, Wilson Investment Properties offers a range of services to help clients grow their wealth through strategic investment opportunities. With a team of experienced professionals, Wilson Investment Properties is dedicated to providing personalized solutions to meet the unique financial goals of each client. Whether you are looking to diversify your portfolio or maximize returns on your investments, Wilson Investment Properties is committed to helping you achieve success in the world of finance.
14435C Big Basin Wy #240, Saratoga, CA 95070, United States -
Alta Investment Group
● ClosedAlta Investment Group is a leading finance and real estate agency located at 9055 Soquel Drive in Aptos, California. With a commitment to providing top-notch services and expertise in investment opportunities, our team of professionals are dedicated to helping clients achieve their financial goals. Whether you are looking to invest in real estate or grow your portfolio, Alta Investment Group is here to guide you every step of the way. Contact us today to learn more about our services and how we can assist you in reaching your financial aspirations.
9055 Soquel Dr, Aptos, CA 95003, United States -
Merrill Investment & Retirement Financial Center
● ClosedThe Merrill Investment & Retirement Financial Center is a leading finance institution located at 501 East Main Street in Turlock, California, United States. Our experienced team of financial advisors is dedicated to helping clients achieve their investment and retirement goals. Whether you are planning for the future or looking to grow your wealth, we provide personalized financial solutions tailored to your unique needs. Visit us today to learn more about our comprehensive range of services and start building a secure financial future.
501 E Main St, Turlock, CA 95380, United States -
William Allan Investment Advisors
● ClosedWilliam Allan Investment Advisors is a finance institution located at 100 Oceangate in Long Beach, California, United States. Our primary goal is to help individuals build wealth through investing in stocks, while also introducing income-focused securities such as REITs, preferred stocks, utilities, and bonds to meet individual needs. We believe in creating portfolios of individual securities tailored to each client's specific income and growth goals. For individuals, we work with clients who are committed to long-term wealth building, offering services in wealth planning, tax analysis, and portfolio management. With over two decades of experience, we believe that success can be achieved through a lifetime focus on these key areas.
100 Oceangate #1200, Long Beach, CA 90802, United States -
Portfolio Funding
● ClosedPortfolio Funding is a finance institution located at 4420 Easton Drive, Bakersfield, California, United States. Our team understands the importance of creativity, tenacity, and teamwork, as we have backgrounds in poetry, dance, competitive sports, and real estate. We specialize in mortgage brokerage and are dedicated to helping our clients achieve their dreams through leveraging their investment properties. At Portfolio Funding, we believe in cash flow and strive to provide the resources and support needed for financial success. Join us at Portfolio Funding / Real Estate Cash Flow Network, Inc. and let us be your investor's best friend.
4420 Easton Dr # 101, Bakersfield, CA 93309, United States -
Bel Air Investment Advisors
● OpenBel Air Investment Advisors, located at 1999 Avenue of the Stars in Los Angeles, California, is a finance institution dedicated to serving the unique needs of wealthy individuals, families, and foundations. With a client-centric approach, Bel Air promotes independent wealth management and transparent advice to ensure that client interests are always aligned. The firm boasts decades of experience in advising wealthy families and has a high advisor-to-client ratio to provide personalized service. Bel Air also emphasizes community responsibility and offers value-added services through trusted partners to meet clients' needs beyond their portfolios. To learn more about Bel Air Investment Advisors, contact them at 310.229.1500 or email info@belair-llc.com.
1999 Avenue of the Stars #3200, Los Angeles, CA 90067, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 1848 South Elena Avenue in Redondo Beach, California, United States. With over $17 billion in assets as of 12/31/21, SEIA offers customized investment management services to affluent individuals and corporations. Vince DiLeva, a Managing Senior Partner, specializes in crafting personalized investment portfolios to help clients achieve their financial goals. He is supported by SEIA's Investment Committee, which analyzes current market trends to optimize client portfolios. Len Hirsh, a Financial Advisor at SEIA, provides holistic wealth management services to high-net-worth individuals, organizations, and companies. Len is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary® with expertise in investment, retirement, and estate planning strategies. Chelsea Traub, a Client Service Associate, brings her experience in financial planning and credit solutions to assist clients at SEIA. Luke Hayes, an Associate Advisor, offers comprehensive wealth management services with a focus on stage-of-life transitions and alternative investments. The team at SEIA is dedicated to helping clients navigate the complexities of their financial lives and achieve long-term financial success. Contact SEIA at (800) 723-5115 for more information.
1848 S Elena Ave Suite 100, Redondo Beach, CA 90277, United States -
Lederer & Associates Investment Counsel
● ClosedLederer & Associates Investment Counsel is a finance institution located at 5305 2nd Street, Long Beach, California, United States. Since 1986, the firm has been managing equity, fixed-income, and balanced portfolios for individual and institutional investors. They specialize in managing accounts for individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. With ten years of experience in handling large institutional portfolios, including Taft-Hartley plans, Lederer & Associates is dedicated to creating lifelong relationships with their clients as trusted investment advisers. All portfolios are managed separately and tailored to meet the goals and objectives of each client. Assets are held in the client's name by an independent custodian, and the firm is not affiliated with any bank, broker-dealer, or mutual fund company. Lederer & Associates does not sell products or earn commissions, their only revenues come from fully disclosed management fees. These fees adjust based on changes in the market value of the portfolio, aligning their interests with their clients' interests.
5305 2nd St #201, Long Beach, CA 90803, United States -
Cac Investment
● OpenCac Investment is a reputable finance institution located at 3429 West 8th Street in Los Angeles, California, United States. With a strong track record of success, Cac Investment offers a wide range of financial services to help clients achieve their investment goals. From wealth management to portfolio diversification, our team of experienced professionals is dedicated to providing personalized solutions that meet the unique needs of each client. Visit us today to learn more about how Cac Investment can help you secure your financial future.
3429 W 8th St, Los Angeles, CA 90005, United States -
Dynamic Investment Co
● ClosedDynamic Investment Co is a leading finance institution located at 2817 South Western Avenue in the bustling city of Los Angeles, California. With a team of experienced professionals, we specialize in providing a wide range of investment services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest in the stock market, our experts are here to guide you every step of the way. Trust Dynamic Investment Co for all your financial needs and let us help you make smart investment decisions for a secure future.
2817 S Western Ave, Los Angeles, CA 90018, United States -
Capital Investment Network
● ClosedThe Capital Investment Network is a reputable finance institution with expertise in providing investment opportunities and financial solutions. Located at 414 Walnut Avenue in Huntington Beach, California, this network serves as a reliable partner for individuals and businesses seeking to grow their wealth through strategic investments. With a team of experienced professionals, the Capital Investment Network offers a wide range of financial services, including wealth management, asset allocation, and portfolio diversification. Additionally, as a general contractor, they also provide construction and renovation services to help clients enhance the value of their properties. Whether you are looking to invest in the stock market or improve your real estate portfolio, the Capital Investment Network is dedicated to helping you achieve your financial goals.
414 Walnut Ave #5158, Huntington Beach, CA 92648, United States -
123 Investments LLC
● Open123 Investments LLC is a finance institution located at 10410 Valley Boulevard in El Monte, California, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to help you make informed investment decisions. Whether you are looking to grow your wealth, plan for retirement, or save for a major purchase, we are here to help you every step of the way. Contact us today to learn more about how 123 Investments LLC can help you secure your financial future.
10410 Valley Blvd, El Monte, CA 91731, United States -
Equitas Investments
● ClosedEquitas Investments is a leading finance institution located at 2200 Pacific Coast Highway in Hermosa Beach, California, United States. With a focus on providing innovative and tailored investment solutions, Equitas Investments prides itself on delivering exceptional service and expertise to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or diversify your portfolio, the team at Equitas Investments is dedicated to helping you navigate the complexities of the financial market and make informed decisions. Visit us today to learn more about how we can help you secure your financial future.
2200 Pacific Coast Hwy Ste 303, Hermosa Beach, CA 90254, United States
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