Long beach ca financial services in Costa Mesa, California

Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.

Located at 471 Old Newport Blvd in Newport Beach, California, Steve Ferraro - State Farm Insurance Agent is a trusted insurance agency with over 30 years of experience in the industry. As a second-generation State Farm Agent, Steve is dedicated to helping individuals and businesses protect what matters most to them. Offering a range of insurance products to meet diverse needs, Steve is committed to providing exceptional service to his customers. Whether you're in Newport Beach, Costa Mesa, Huntington Beach, Corona Del Mar, Newport Coast, Irvine, or even in other states like California, Nevada, Arizona, and Oregon, Steve is here to help you navigate the complexities of insurance.

Lisa Brennan - State Farm Insurance Agent is an insurance agency located at 2900 Bristol Street, Costa Mesa, California, United States. Lisa Brennan and her team of licensed professionals are dedicated to helping you make informed decisions about your insurance and financial services needs. They take the time to answer your questions and create personalized plans for you, your family, and your small business. Building relationships and trust is a key part of their business model, ensuring a stress-free insurance experience now and in the future. Lisa Brennan has years of insurance experience and opened her own office in 2018. She is actively involved in her community, supporting school programs, STEM initiatives, and serving as a troop leader for the Girl Scouts. In her free time, Lisa enjoys spending time with her family, biking to the beach, and exploring the California mountains and deserts.

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.

Welcome to Brett Halpin - State Farm Insurance Agent, your trusted local insurance agency located at 5011 Argosy Avenue, Huntington Beach, California. With a deep-rooted connection to Southern California and a genuine commitment to the community, Brett Halpin is dedicated to providing personalized insurance solutions that protect what matters most to you. As a devoted husband and father, Brett understands the significance of safeguarding your family and valuable assets. With years of experience in the insurance industry, coupled with a background as a tennis professional, Brett brings a unique blend of dedication, insight, and service excellence to his clients. His intimate understanding of the local area allows him to tailor insurance recommendations to meet the specific needs of residents in Huntington Beach, Costa Mesa, Westminster, and Newport Beach.