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TOP 30 Legal strategy planning in Los Angeles, CA
108 results found
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Bank of America Private Client Advisor Jennifer N Lee
Bank of America Private Client Advisor Jennifer N Lee is located at 2049 Century Park East in Los Angeles, California. Jennifer Lee, a Managing Director and Private Client Advisor, leads a team of wealth management professionals to provide comprehensive planning, investment management, credit services, and banking to high-net-worth individuals, families, family offices, foundations, and nonprofit institutions. With a Bachelor of Arts degree in English from the University of California, Berkeley and a CERTIFIED FINANCIAL PLANNER™ certification, Jennifer is dedicated to building strong client relationships based on trust and personal experience. The team at Bank of America Private Bank is committed to understanding your needs and goals to create strategies that prioritize your best interests. With over 200 years of experience, Bank of America Private Bank helps clients manage significant wealth by offering personalized services and resources to achieve financial objectives. By staying innovative and adapting to changing markets, Bank of America Private Bank aims to provide clients with disciplined financial strategies and generational continuity. Please note that by visiting FINRA’S BrokerCheck, you are leaving Bank of America Private Bank's website. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice.
Bank of America Private Client Advisor Jing Jin
Bank of America Private Client Advisor Jing Jin is located at 500 Newport Center Drive in Newport Beach, California. Jing Jin, a Senior Vice President, offers personalized financial strategies to ultra-high-net-worth individuals, families, and institutions to help them preserve, grow, and transfer their wealth effectively. With warmth, empathy, and insight, Jing ensures that each client's objectives are met through ongoing care and diligence. Jing brings creativity and resolve to tackle challenges and is dedicated to addressing client needs. Drawing from her experience advising highly accomplished clientele, Jing leads a team of specialists who work together to identify efficiencies in investments, trust and estate planning, business and succession planning, lending, and philanthropy. She values client privacy and trust, providing an intimate yet expansive client experience. Jing joined the Private Bank in 2018 and has a background in financial services since 2010. She holds a bachelor's degree in finance from the University of Macau and an MSc in financial economics from BI Norwegian School of Management.
Merrill Lynch Financial Advisor Ricardo F. Trejo
Merrill Lynch Financial Advisor Ricardo F. Trejo is a reputable finance institution located at 333 South Hope Street in Los Angeles, California, United States. Ricardo follows a disciplined process that begins with getting to know you, your family, and your financial situation to better understand your goals and priorities. With the Certified Plan Fiduciary Advisor designation, Ricardo is dedicated to delivering excellent service. Merrill Personal Wealth Analysis™ is a personalized planning service offered to help build and document a financial plan tailored to your goals. As a Merrill advisor, Ricardo focuses on your family, goals, and priorities, adapting the plan as needed to accommodate changes in your life or market conditions.
Merrill Lynch Financial Advisor Ahmed Issa
Merrill Lynch Financial Advisor Ahmed Issa, located at 333 South Hope Street, Los Angeles, California, United States, offers a comprehensive approach to managing wealth. Ahmed Issa focuses on understanding each client's individual financial situation, family dynamics, and long-term goals in order to create a customized wealth management strategy. With access to the investment insights of Merrill and the banking convenience of Bank of America, clients can address various aspects of their financial lives. As a Series 7 and Series 66 FINRA registered financial advisor, Ahmed Issa is dedicated to delivering excellent service and helping clients pursue their goals. Through Merrill Personal Wealth Analysis™, clients can build a personalized plan centered on their aspirations and tailored to their unique needs. Whether planning for retirement, saving for a home, or funding a child's education, Ahmed Issa works with clients to develop a financial approach that aligns with their priorities. By regularly reviewing and adjusting the financial strategy, clients can stay on track to achieve their goals. With a focus on understanding each client's investment personality and preferences, Ahmed Issa helps clients make informed decisions to reach their financial objectives. By offering personalized investment strategies and comprehensive financial solutions, Merrill Lynch Wealth Management Advisors assist clients in navigating the complexities of their financial lives. Whether you are in Arizona, California, Colorado, Connecticut, Florida, Indiana, Michigan, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Texas, or Virginia, Ahmed Issa is ready to help you achieve your financial goals. Investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill offers a range of brokerage and investment advisory services to meet the diverse needs of clients. Let Ahmed Issa and Merrill Lynch Wealth Management help you create a financial approach that reflects your life priorities and guides you towards a secure financial future.
Taxplus
Taxplus is a leading institution located at 12803 Venice Boulevard in Los Angeles, California, specializing in accounting, finance, and legal services. With the recent Tax Cuts and Jobs Act bringing significant reform and state laws adding complexity, Taxplus offers expert guidance to help individuals and businesses reduce their income tax and plan for a more efficient tax strategy. Dealing with multiple tax agencies such as the IRS, FTB, and City of L.A. can be overwhelming, but Taxplus has the experience to navigate these challenges. They can help resolve tax problems, avoid collections, and ensure accurate tax filings through a comprehensive understanding of the tax system and personalized client interviews.
Wheeler & Bi CPA
Wheeler & Bi CPA is a boutique accounting and tax solution located at 1990 South Bundy Drive, Los Angeles, California, United States. Specializing in small to medium-sized businesses, our Certified Public Accountants act as your deduction detectives to uncover every possible write-off tailored to your unique needs. From start-up costs to home office deductions, we maximize your deductions to minimize frustration come tax time. Our proactive tax strategies legally minimize what you owe, staying ahead of tax law changes to uncover planning opportunities. We provide comprehensive accounting, tax, and financial consulting services for individuals and businesses. Let us help you conquer tax season and focus on growing your business. Contact us today to see how we can support your specific needs.
MY Tax Hero
MY Tax Hero is a premier institution located in Los Angeles, California, specializing in accounting, finance, and legal services. Our team of experts is dedicated to providing top-notch assistance to individuals and businesses in navigating the complex world of taxes and financial planning. Whether you need help with tax preparation, financial consulting, or legal advice, our professionals at MY Tax Hero are here to guide you every step of the way. Visit us at 4036 Glenalbyn Drive and let us be your trusted partner in achieving financial success.
Farid Kanji & Associates
Farid Kanji & Associates is a leading accounting and finance institution located at 1445 East Los Angeles Avenue in Simi Valley, California, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their dedication to providing top-notch services and personalized solutions has earned them a reputation for excellence in the industry. Whether you are an individual looking for financial guidance or a business in need of accounting support, Farid Kanji & Associates is committed to helping you achieve your financial goals.
Enterprise Consultants Group
Enterprise Consultants Group is a leading institution located in Los Angeles, California, specializing in accounting, finance, and legal services. Situated at 21550 West Oxnard Street, this institution offers expert guidance and support for individuals and businesses seeking assistance with tax planning, financial management, and legal matters. With a team of experienced professionals, Enterprise Consultants Group is dedicated to providing personalized solutions to help clients achieve their financial goals and navigate complex legal issues. Whether you need assistance with tax preparation, investment strategies, or legal representation, this institution is committed to delivering exceptional service and results.
Ultimate Tax Group
Ultimate Tax Group, located at 18757 Burbank Boulevard in Los Angeles, California, is a top-notch institution specializing in accounting and finance. Our team of tax experts is dedicated to providing support and guidance to individuals facing IRS issues. Founded in 2014, our elite team of industry leaders is committed to raising the standards of tax representation in the tax services industry. Whether you need assistance with tax planning, tax preparation, or tax resolution services, Ultimate Tax Group is here to help. Our goal is to maximize your risk protection while legally minimizing your tax burden. Our accomplished tax professionals will work with you to develop a personalized strategy to protect your income and assets and achieve optimal tax relief.
La County Fire Department
Welcome to the Los Angeles County Fire Department, a local government office renowned for its exceptional service and dedication to the community. Located at 1250 Encinal Canyon Road, Malibu, California, our department is a leader in fire and emergency medical services, serving over 4.1 million residents across 60 cities and 120 unincorporated areas within Los Angeles County. Our firefighters and lifeguards are internationally acclaimed, setting the standard in fire safety and ocean lifeguarding. We offer comprehensive training programs for those aspiring to join our ranks, fostering the next generation of emergency service professionals through mentorship, education, and career development.
Carson Fire Department
Welcome to the Carson Fire Department, proudly serving the Carson community at 701 Carson Street, Carson, California. As an integral part of the Los Angeles County Fire Department, we are committed to providing exemplary fire and life safety services to our residents and businesses. Our team of dedicated professionals is recognized internationally for its excellence in firefighting, emergency medical services, and ocean lifeguarding. Whether you're interested in learning how to become a Los Angeles County firefighter or lifeguard, or you're seeking guidance on fire safety and emergency preparedness, the Carson Fire Department is here to support and educate. We are passionate about mentoring the youth of Los Angeles County, emphasizing community service and civic involvement through positive training and education.
Vernon Fire Dept. Station 76
Welcome to Vernon Fire Dept. Station 76, proudly serving the community of Vernon, California, and the surrounding areas. Located at 3375 Fruitland Avenue, our station is part of the esteemed Los Angeles County Fire Department, renowned globally for excellence in fire and emergency services. Our dedicated team is committed to ensuring the safety and well-being of our residents and businesses through comprehensive fire protection, emergency medical services, and community education. Our firefighters and paramedics are highly trained professionals, recognized internationally for their skills and dedication. We are proud to be part of a department that not only excels in fire suppression but also sets standards in ocean lifeguarding and urban search and rescue operations. Our commitment to safety extends beyond immediate emergency response; we actively engage with the youth and community members to promote fire safety awareness and preparedness.
Burke, Williams & Sorensen, LLP
Welcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers
Welcome to My Rights Law - Long Beach Criminal, DUI, and Injury Lawyers, your trusted legal partner located at 5150 Pacific Coast Highway, Long Beach, California. Our dedicated team of experienced attorneys is committed to defending your rights and securing the best possible outcome for your case. If you’ve been charged with a criminal or DUI offense, it's crucial to act swiftly. Our skilled Long Beach criminal defense lawyers are ready to provide you with an aggressive defense strategy tailored to your unique situation. Facing criminal charges can be life-altering, and the stress involved is often overwhelming. Our attorneys understand the gravity of your situation and are here to alleviate your concerns by offering expert legal guidance. We have a proven track record of success in defending clients against a wide array of charges, including DUI, assault, domestic violence, theft, drug offenses, and more. Whether you are guilty or innocent, our goal is to ensure you have a robust defense and a more favorable outcome.
Augustus Wealth
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.
Teresa Peters Executive Realtor
Welcome to Teresa Peters Executive Realtor, your trusted partner for all your real estate needs in Baldwin Hills and the surrounding markets. Located at 6080 Center Drive, Los Angeles, California, our agency is dedicated to providing comprehensive real estate services tailored to meet the unique needs of each client. Despite the challenges of a fluctuating real estate market, our expertise and commitment ensure that you receive the highest level of service and guidance throughout your buying or selling journey. At Teresa Peters Executive Realtor, we understand the complexities of the real estate landscape, especially in high-demand areas like California. Our team is well-versed in navigating these challenges, whether you're looking to invest in luxury properties, explore affordable housing options, or find your dream home amidst Southern California's competitive market. We stay informed about the latest developments, regulations, and opportunities, such as new legislation affecting housing and innovative projects transforming the region.
New Western
Welcome to New Western, your premier real estate agency located at 5120 Goldleaf Circle, Los Angeles, California. We specialize in providing investment-grade opportunities in the vibrant Los Angeles real estate market. Our curated inventory is designed for investors seeking properties that are perfect for short, mid, and long-term rentals, as well as fix-and-flip projects. Los Angeles, known for its entertainment industry and tech hubs, offers a diverse range of investment opportunities. With its stunning beaches, majestic mountains, and year-round sunshine, the city attracts a constant stream of tourists and a significant number of long-term renters. This makes it an ideal location for diversifying your rental portfolio.
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