Investment products fees in Long Beach, California

Welcome to SchoolsFirst Federal Credit Union - Long Beach (2nd Street), your trusted partner in financial services located in the heart of Long Beach, California. Situated at 4725 2nd Street, our branch is dedicated to serving the financial needs of the local community with a focus on personalized service and member satisfaction. As a member-owned financial cooperative, SchoolsFirst Federal Credit Union is committed to providing a wide range of financial products and services tailored to meet your needs. Whether you're looking for savings and checking accounts, loans, credit cards, or investment advice, our experienced team is here to guide you every step of the way.

Welcome to Leah Legal: Long Beach Criminal Attorney Located in the heart of Long Beach, California, Leah Legal offers unparalleled criminal defense services to clients throughout Southern California. As a highly rated law firm recognized by both clients and peers on authoritative review platforms, we pride ourselves on delivering exceptional legal representation at affordable and competitive rates.

Lederer & 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.

Welcome to LBS Financial Credit Union, your trusted partner in financial success located at 6457 Pacific Coast Highway, Long Beach, California. As a member-focused financial institution, we are dedicated to providing exceptional banking services tailored to meet the unique needs of our community. Our comprehensive range of products includes savings and checking accounts, personal and auto loans, mortgages, and investment solutions, all designed to help you achieve your financial goals. With a commitment to personalized service and financial education, our experienced team is here to guide you every step of the way. Discover the benefits of banking with a credit union that truly cares about your financial well-being. Visit LBS Financial Credit Union today and experience the difference of community-focused banking.

Welcome to Mirate Equity LLC Located at 5150 East Pacific Coast Highway, Long Beach, California, Mirate Equity LLC is your trusted partner in finance since 1984. We specialize in providing streamlined and swift lending solutions for commercial real estate ventures. With decades of experience, our seasoned team is dedicated to helping you secure rapid funding with efficiency and reliability, ensuring your business momentum remains uninterrupted.

Welcome to U.S. Bank Branch in Long Beach, California! Conveniently located at 5430 2nd Street, our branch is committed to serving the financial needs of the local community with excellence and integrity. As a leading provider of banking and financial services, we offer a comprehensive range of solutions tailored to meet your personal and business needs. Whether you're looking to open a checking or savings account, apply for a loan, or seek investment advice, our team of experienced professionals is here to guide you every step of the way. We pride ourselves on delivering personalized service and building lasting relationships with our clients.

Welcome to U.S. Bank Branch, conveniently located at 1820 Ximeno Avenue in Long Beach, California. As a trusted name in banking and finance, we are committed to providing personalized financial solutions to meet the diverse needs of our community. Our Long Beach branch offers a comprehensive range of services, including personal and business banking, loans, mortgages, investment options, and wealth management. Our friendly and knowledgeable staff are dedicated to delivering exceptional customer service and expert financial advice. Whether you're opening a new account, planning for your future, or seeking guidance on financial matters, we're here to help you every step of the way. Visit us today and experience the difference at U.S. Bank Branch, where your financial well-being is our top priority.

Welcome to Chase ATM, conveniently located at 6300 East Spring Street, Long Beach, California 90815. As a trusted financial institution, Chase offers a wide range of services to meet your banking and financial needs. Whether you're looking to manage your cash flow, explore credit solutions, or handle payroll, our team of business professionals is here to provide expert guidance. At Chase, we cater to both personal and business banking needs with our robust online and mobile services. Our offerings include business credit cards and payment acceptance solutions tailored specifically for businesses. As a part of JPMorgan Chase & Co., we bring you investment products and services through J.P. Morgan Wealth Management, ensuring you have access to comprehensive financial solutions.

Southland Credit Union is a trusted financial institution located at 2250 North Bellflower Boulevard in Long Beach, California. As a member-owned cooperative, we are committed to providing our members with personalized financial solutions and excellent service. Our goal is to help our members achieve their financial goals and improve their overall financial well-being. With a wide range of products and services, including savings accounts, loans, and online banking, Southland Credit Union is dedicated to serving the community and helping our members thrive.

Welcome to Chase ATM, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a trusted financial service provider, Chase ATM is here to meet your everyday banking needs with ease and efficiency. At Chase, we offer a comprehensive suite of financial services tailored to both individuals and businesses. Our Business Banking services provide expert guidance to help improve cash flow, offer credit solutions, and manage payroll effectively. With our robust online and mobile banking platforms, you can access your accounts and manage your finances anytime, anywhere.

Chase Bank, located at 5200 2nd Street in Long Beach, California, is a full-service financial institution offering a wide range of banking and finance services. Whether you need assistance with managing your cash flow, obtaining credit solutions, or handling payroll, the team of business professionals at Chase Bank is here to help. In addition to traditional banking services, Chase also provides online and mobile banking options, business credit cards, and payment acceptance solutions tailored to meet the needs of businesses. As a subsidiary of JPMorgan Chase & Co., Chase Bank is committed to helping clients achieve their investment goals while managing market risks. With J.P. Morgan Wealth Management, clients have access to a variety of investment products and services through J.P. Morgan Securities LLC and Chase Insurance Agency, Inc. Chase Bank is dedicated to providing top-notch banking and investment solutions to its clients, including those who qualify for the exclusive "Chase Private Client" offering. Deposit accounts offered by JPMorgan Chase Bank, N.A. are subject to approval and are FDIC insured. Visit Chase Bank today to discover how they can help you reach your financial goals.

Welcome to the Bank of America (Lobby Service Only) located at 3804 Atlantic Avenue, Long Beach, California. Our branch is dedicated to providing exceptional banking and financial services tailored to meet your needs. Whether you're looking to open a new account, apply for a loan, or seek financial advice, our friendly and knowledgeable staff are here to assist you. Please note that this location offers lobby services only, ensuring a personal and secure banking experience. Visit us today and discover why Bank of America is a trusted name in finance. We look forward to serving you!

Welcome to the Bank of America Financial Center, conveniently located at 6351 East Spring Street in Long Beach, California. Our center is dedicated to serving the diverse financial needs of the Long Beach community with a commitment to excellence and personalized service. As a leading bank, we offer a comprehensive range of financial services, including personal and business banking, loans, mortgages, investment advice, and wealth management solutions. Our team of experienced professionals is here to assist you with tailored solutions to meet your financial goals. Whether you're opening a new account, planning for your future, or seeking guidance on financial matters, we are here to support you every step of the way. Visit the Bank of America Financial Center today and experience the difference of a financial partner who truly cares.

Welcome to Chase ATM, conveniently located at 5200 2nd Street, Long Beach, California 90803. As a leading provider in the finance industry, we offer a wide range of financial services to meet your needs. Our ATM services provide easy access to your funds, allowing you to withdraw cash, check your balance, and perform other essential banking transactions at your convenience. Whether you're a local resident or just passing through Long Beach, our ATM is here to serve you 24/7.

Welcome to Truist - ATM, conveniently located at 231 Windsor Way, Long Beach, California 90802. As a trusted financial partner, we offer a comprehensive range of services to meet your financial needs. Whether you're exploring our array of banking products, seeking the right loan, or considering pre-qualification for a Truist credit card, our team is here to guide you every step of the way. At Truist, we provide a wide spectrum of financial solutions through our various affiliates. Our offerings include banking products like loans and deposit accounts, investment and trust management services, securities, brokerage accounts, and insurance products, all supported by our highly qualified professionals. Our mortgage services are handled by Truist Bank, with all professionals registered on the Nationwide Mortgage Licensing System & Registry (NMLS), ensuring transparency and uniformity.

Catherine Fullerton - Thrivent is a finance institution located at 18377 Beach Boulevard, Huntington Beach, California, United States. With nearly 20 years of experience, our dedicated team aims to guide you through every step of your financial journey. Specializing in retirement planning, tax-efficient strategies, and providing financial peace, we also offer services in investment management and protection against extended care, death, and disability. Thrivent has a strong capital position in the industry, but it is our unique mission that sets us apart. Licensing information can be found on your State Insurance Department’s website. Thrivent does not provide legal, accounting, or tax advice, so be sure to consult your attorney or tax professional. We offer advice and guidance through our Financial Planning Framework, with the option to further engage in our Dedicated Planning Services for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, offering insurance products and securities through Thrivent Investment Management Inc. Our financial advisors are credentialed to provide investment advisory services, ensuring that you receive the best guidance for your financial goals. Visit our website or FINRA’s Broker Check for more information about our services and professionals.

Osaic Wealth is a finance institution located at 3070 Bristol Street, Costa Mesa, California, United States. They offer wealth management solutions and services to individuals, families, and businesses in Orange County, California. As an independent firm with experienced advisors, Osaic Wealth aims to provide valuable advice and personal service tailored to meet the financial goals of their clients. Their services include financial planning, investment management, and insurance products, with transparent fee structures disclosed in their Form ADV Part II document. Osaic Wealth prides themselves on building long-term relationships with clients based on professionalism, communication, and trust.

Ryan Sutherland - Thrivent is a finance institution located at 320 James Way, Pismo Beach, California, United States. Licensing for services is available through the State Insurance Department's website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own attorney or tax professional. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients may also choose to engage in Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent and securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent.

The Financial Alliance & Insurance Solutions is a finance institution located at 5000 East Spring Street in Long Beach, California, United States. We are dedicated to helping our clients achieve their long-term financial goals, with a focus on honesty, integrity, and commitment. As you approach retirement, we understand the importance of protecting your hard-earned savings and putting your interests first. Our products offer reasonable rates of return while prioritizing the protection of your principal. We believe in simplicity when it comes to managing your investments and aim to provide you with the information needed to make educated choices. Visit us at our Long Beach or Rolling Hills Estates locations for a no-obligation meeting to discuss your fees, risks, and options for improving your financial situation. Let us help you secure a successful retirement.

Jeremy Tysor - Thrivent is a finance institution located at 5200 Warner Avenue in Huntington Beach, California. Licensed in multiple states including Arizona, California, Colorado, Florida, Georgia, Idaho, Indiana, Michigan, Minnesota, Missouri, North Carolina, Nevada, Oregon, Pennsylvania, Texas, Utah, Washington, and Wisconsin. The institution offers insurance products and investment advisory services through Thrivent Investment Management Inc. Clients can receive advice and guidance on their financial situation through the Financial Planning Framework, with the option to engage in Dedicated Planning Services for a fee. Thrivent does not provide legal, accounting, or tax advice, and clients are encouraged to consult with their own professionals. The institution is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and member of FINRA and SIPC. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about their financial advisors. Additional information on professional designations and requirements can be found at https://www.thrivent.com/designations.

Merrill Lynch Financial Advisor Meredith Levin is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. The institution believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand clients and their financial goals, designing personalized plans to help manage investment risk and pursue financial aspirations. The team of talented and experienced individuals is committed to providing personalized service and building trust with clients. With tools like the Merrill Personal Wealth Analysis™, the institution helps clients create and document personalized financial plans centered on their goals. The advisors at Merrill Lynch Wealth Management take the time to get to know clients personally, offering customized investment strategies and comprehensive financial solutions. They believe in helping clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approach. With a focus on understanding clients' needs and priorities, the institution aims to provide the advice and guidance needed to navigate market fluctuations and life changes. Through a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive personalized support and guidance to help them live their best financial life.

Welcome to Financial Partners Credit Union, your trusted partner in achieving financial success, located conveniently at 4201 McGowen Street, Long Beach, California 90808. We proudly serve the Los Angeles Metro, Orange County, San Diego, and San Francisco areas with a wide range of banking solutions tailored to meet your unique needs. Whether you're looking for checking accounts, savings accounts, credit cards, mortgages, auto loans, or personal loans, we offer competitive rates and personalized service to help you reach your financial goals. Our commitment to you includes exclusive offers like 0% APR for 12 months on purchases and balance transfers⁴, along with 5,000 APEX bonus points⁵ on new Platinum Rewards Mastercard accounts. Plus, earn 250 APEX Points monthly¹ and enjoy free cell phone insurance³ when you pay your bill with a Financial Partners debit card.

Welcome to the City National Bank ATM located at 6398 East Pacific Coast Highway, Long Beach, California 90803. As a trusted name in finance since 1954, City National Bank is committed to delivering personalized banking experiences that prioritize your unique financial needs. Our ATM offers convenient access to your accounts, allowing you to manage your finances with ease. At City National Bank, we believe in building strong, lasting relationships with our clients, colleagues, and communities. Our range of services extends beyond personal, private, and business banking to include wealth management, brokerage, leasing services, and software solutions. As a proud subsidiary of the Royal Bank of Canada, one of the world's largest banks, we uphold a legacy of integrity and excellence.

Welcome to Augustus Wealth – Your Partner in Financial Success Located at 350 Main Street, Seal Beach, California, Augustus Wealth is a premier financial consulting and wealth management firm dedicated to empowering professionals with equity compensation, particularly those in the tech, space, and related industries. Our mission is to modernize financial planning and portfolio management, helping you unlock the full potential of your equity and achieve your financial goals.

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.

Welcome to Post City Financial Credit Union, your trusted financial partner in Long Beach, California. Conveniently located in the heart of the 90808 area, we are dedicated to serving our community with a wide range of financial services tailored to meet your needs. Whether you're looking for personal banking solutions, competitive loan options, or investment advice, our experienced and friendly team is here to help you achieve your financial goals. At Post City Financial Credit Union, we pride ourselves on offering personalized service, innovative financial products, and a commitment to the financial well-being of our members. Join us today and experience the difference of a credit union that truly cares about you and your future.