The 30 Best Long term investments in Orange, California
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Hap Cole - Associate Financial Advisor, Ameriprise Financial Services, LLC
Hap Cole - Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 8212 Wildwood Drive in Huntington Beach, California, offers expert financial planning and investment advice to clients. With a focus on personalized service and a commitment to helping individuals and families achieve their financial goals, Hap Cole provides comprehensive financial solutions tailored to each client's unique needs. Trust in Hap Cole and Ameriprise Financial Services, LLC for all your financial planning needs.
Edward Jones - Financial Advisor: Craig E Shipcott, AAMS™
Edward Jones - Financial Advisor: Craig E Shipcott, AAMS™ is a reputable financial institution located in Orange, California, United States. Specializing in finance, they provide expert guidance and personalized strategies to help clients achieve their financial goals. With a focus on wealth management and investment planning, Craig E Shipcott, AAMS™ offers a comprehensive range of services to assist individuals and families in building a secure financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution provides the expertise and support needed to navigate the complex world of finance. Visit their office at 790 The City Drive South to start your journey towards financial success.
Safe and Secure Retirement and Insurance Services
Safe and Secure Retirement and Insurance Services is a finance and insurance agency located at 17011 Beach Boulevard in Huntington Beach, California. We specialize in retirement and income planning, with a focus on preserving and protecting your assets as you enter the transition and retirement phase of your life. Our mission is to educate our clients so they can make more informed decisions and navigate the complex world of retirement planning. We serve the Inland Empire, Orange County, and surrounding communities, providing innovative financial strategies for growth, safety, and protection. Our goal is to reduce the stress associated with retirement by offering clear guidance and support as you navigate this important life transition.
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC
Mark Stickney is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 333 City Boulevard West in Orange, California. As a trusted member of the Ameriprise team, Mark is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. With a focus on building long-term relationships and providing comprehensive financial solutions, Mark is committed to helping clients secure their financial future. Contact Mark Stickney today to schedule a consultation and take the first step towards financial success.
Merrill Lynch Financial Advisor Melaina Cano
Merrill Lynch Financial Advisor Melaina Cano is a distinguished institution located at 100 Spectrum Center Drive, Irvine, California, United States. Melaina Cano, a Senior Vice President and Senior Financial Advisor, is dedicated to helping clients address their entire financial picture, focusing on understanding clients beyond their investments. With a passion for people and a love of numbers, Melaina brings a creative and investigative approach to wealth management, particularly assisting high-net-worth individuals and multigenerational families in planning for the future and achieving their goals. As the founder of The Cano Group, Melaina adopts a holistic approach to wealth management, tailoring financial strategies to align with clients' goals, needs, and personal objectives. The Cano Group specializes in working with individuals going through life transitions, such as divorce, widowhood, career changes, or inheritance, providing clarity and confidence while addressing long-term goals and aspirations.
Bank of America Private Client Advisor Nazanin Saidi
Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
Edward Jones - Financial Advisor: Alex Marino, CRPC™
Edward Jones - Financial Advisor: Alex Marino, CRPC™ is a trusted financial institution located at 1122 East Lincoln Avenue in Orange, California, United States. As a Certified Retirement Planning Counselor, Alex Marino provides personalized financial advice and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Alex Marino and the team at Edward Jones are here to help you navigate the complex world of finance with confidence and peace of mind.
Edward Jones - Financial Advisor: Akhil Pruthi
Edward Jones - Financial Advisor: Akhil Pruthi is a reputable finance institution located at 1467 North Wanda Road in Orange, California, United States. With a focus on providing personalized financial planning and investment services, Akhil Pruthi and his team strive to help clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Akhil Pruthi offers expert guidance and support every step of the way. Trustworthy, knowledgeable, and dedicated, Akhil Pruthi is committed to helping clients make informed decisions and build a solid financial foundation for themselves and their families.
NWF Advisory / Hagler Financial Services
NWF Advisory / Hagler Financial Services is a comprehensive financial institution located at 461 South Glassell Street in Orange, California. Our services encompass finance, health, insurance, and real estate, providing clients with a one-stop solution for all their financial needs. With a team of experienced professionals, we offer personalized guidance and tailored solutions to help individuals and businesses achieve their financial goals. Whether you are looking to invest, protect your assets, or purchase a new property, NWF Advisory / Hagler Financial Services is here to assist you every step of the way. Visit us today to experience the difference our expertise can make in your financial future.
Northwestern Mutual
Northwestern Mutual is a renowned finance and insurance agency located at 750 The City Drive South in Orange, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual offers a wide range of products and services to meet your needs. Trust in Northwestern Mutual for expert guidance and personalized solutions to help you build a secure financial future.
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|CEPA®|AAMS™
Edward Jones - Financial Advisor: Charles Gustafson, CFP®|CEPA®|AAMS™ is a reputable financial institution located at 1122 East Lincoln Avenue in Orange, California, United States. As a Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA®), and Accredited Asset Management Specialist (AAMS™), Charles Gustafson offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing exceptional service and tailored solutions, Edward Jones is a trusted partner for individuals and businesses seeking financial guidance and wealth management services.
Edward Jones - Financial Advisor: Gabriel Choo, AAMS™|CRPC™|CRPS™
Edward Jones - Financial Advisor: Gabriel Choo, AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 3111 North Tustin Street in Orange, California, United States. With a focus on providing personalized financial advice and services, Gabriel Choo holds several prestigious certifications including AAMS™, CRPC™, and CRPS™. Clients can trust in his expertise and dedication to help them achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Gabriel Choo and Edward Jones are here to provide you with the guidance and support you need.
William Suvoy - Prudential Financial
William Suvoy - Prudential Financial is a reputable finance and insurance agency located at 155 North Riverview Drive in Anaheim, California. With a strong focus on providing top-notch financial services and insurance solutions, our institution is dedicated to helping clients secure their financial futures. Our team of experienced professionals is committed to providing personalized guidance and support to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, William Suvoy - Prudential Financial is here to help. Visit us today to learn more about our services and how we can assist you in protecting and growing your wealth.
Raymond James Financial Services
Raymond James Financial Services is a reputable finance institution located at 236 West Orange Show Road in San Bernardino, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to provide personalized solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is dedicated to providing quality financial services to meet your needs.
Inogi Lim - Prudential Financial
Inogi Lim - Prudential Financial is a reputable finance and insurance agency located at 600 City Parkway West in Orange, California, United States. With a strong focus on providing top-notch financial services and insurance solutions, this institution is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. The team at Inogi Lim - Prudential Financial is committed to delivering personalized advice and tailored solutions to meet the unique needs of each client. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust in the expertise and professionalism of Inogi Lim - Prudential Financial.
Charissa Spach - Private Wealth Advisor, Ameriprise Financial Services, LLC
Charissa Spach - Private Wealth Advisor at Ameriprise Financial Services, LLC is a leading financial institution located at 333 City Boulevard West in Orange, California, United States. With a focus on providing personalized wealth management services, Charissa Spach helps clients achieve their financial goals through strategic planning and investment solutions. As a trusted advisor, Charissa Spach is dedicated to helping individuals and families build and preserve their wealth for the future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Charissa Spach and her team at Ameriprise Financial Services, LLC are committed to providing expert guidance and exceptional service.
Lindsey Financial Inc.
Lindsey Financial Inc. is a reputable finance and insurance agency located at 1980 Orange Tree Lane in Redlands, California, United States. Our experienced team of professionals is dedicated to providing top-notch financial services and insurance solutions to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how Lindsey Financial Inc. can assist you in securing your financial future.
Edward Jones - Financial Advisor: Hayley N Beard
Edward Jones - Financial Advisor: Hayley N Beard is a well-respected finance institution located at 963 Orange Avenue in Coronado, California. Hayley N Beard is a trusted financial advisor who is dedicated to helping her clients achieve their financial goals. With a personalized approach to financial planning, she provides expert advice on investments, retirement planning, and wealth management. Whether you are looking to build your savings, plan for the future, or secure your financial legacy, Hayley N Beard and Edward Jones are here to help. Visit their office in Coronado or contact them to schedule a consultation today.
Merrill Lynch Financial Advisor Martha Sanchez Cannady
Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.
Householder Group Estate & Retirement Specialists
Householder Group Estate & Retirement Specialists is a leading institution specializing in accounting and finance services. Located at 500 North State College Boulevard in Orange, California, United States, our team of experts is dedicated to helping individuals and families plan for their future financial security. Whether you are looking to manage your estate or plan for retirement, our experienced professionals are here to provide personalized guidance and support. Trust Householder Group Estate & Retirement Specialists to help you achieve your financial goals with confidence and peace of mind.
Insurance Income Tax
Insurance Income Tax is a reputable accounting and finance institution located in Orange, California, United States. Our dedicated team of professionals specializes in handling insurance-related income tax matters, providing expert advice and assistance to individuals and businesses alike. With our extensive knowledge and experience in the field, we strive to ensure that our clients receive the maximum benefits and deductions allowed by law. Whether you need help with filing your taxes, managing your insurance premiums, or navigating complex financial regulations, Insurance Income Tax is here to help you every step of the way. Trust us to provide you with top-notch service and personalized solutions tailored to your specific needs.
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.
Financial Partners Credit Union
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.
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.
Financial Partners Credit Union
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.
Highland Premiere Real Estate
Welcome to Highland Premiere Real Estate, your trusted partner in navigating the dynamic real estate markets of Los Angeles County, Orange County, and South Bay. Located at 12696 Millennium Drive, Los Angeles, California, our agency is led by industry experts Vivian Yoon and Dennis Hsii, who are dedicated to providing unparalleled service and expertise. At Highland Premiere, we pride ourselves on our dedication to excellence and integrity. We believe that real estate is about fostering honest, long-term relationships, and we are committed to offering a premium experience to every client. Whether you're a first-time homebuyer or an international investor, our team of hardworking agents is here to treat and protect you like family, helping you secure, sell, and manage real estate investments that lead to a lifetime of success.
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.
Tim Majka, Imagine Realty
Welcome to Tim Majka, Imagine Realty, your premier real estate agency located at 6621 Pacific Coast Highway, Long Beach, California. We specialize in helping you find your dream home in some of the most sought-after neighborhoods, including Huntington Beach, Bixby Knolls, and more. Our dedicated team is committed to providing you with exceptional service and expert guidance in your real estate journey. At Imagine Realty, we believe in keeping you informed every step of the way. Our website, www.imaginerealty.com, offers instant property alerts to ensure you never miss an opportunity. Whether you're searching for a charming family home with a sparkling pool, a modern luxury residence, or an investment opportunity, we have a diverse range of listings to meet your needs.
Avi Narang
Welcome to Avi Narang Real Estate Agency, your trusted partner in navigating the complex world of real estate in Southern California. Located at 11744 187th Street, Artesia, California, our agency specializes in the sales of commercial and multi-family properties, with a particular focus on 1031 Exchanges across Los Angeles, Orange County, and the Inland Empire. Since beginning his real estate career in 2004, Avi Narang has distinguished himself as a leader in the field, leveraging his superb analytical skills and deep familiarity with the region to provide clients with invaluable insights into market trends. Whether you are a buyer or a seller, Avi's expertise in negotiation ensures that you achieve optimal results, often securing full and above asking prices for sellers and successful offer acceptance for buyers in competitive situations.
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