TOP 30 Long term investments in Seal Beach, California
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Seal Beach, CA Branch Office - UBS Financial Services Inc.
● OpenThe Seal Beach, CA Branch Office of UBS Financial Services Inc. is a leading finance institution located at 3030 Old Ranch Parkway in Seal Beach, California. Our dedicated team of financial professionals is committed to providing personalized wealth management solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your assets, our experienced advisors are here to help. Visit us today to learn more about how UBS Financial Services Inc. can assist you in reaching your financial objectives.
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States -
Regal Wealth Group - Fee Only Investment Advisor
● ClosedRegal Wealth Group is a fee-only investment advisor located at 12501 Seal Beach Boulevard in Seal Beach, California. Our team of experienced financial professionals specializes in helping clients achieve their financial goals through personalized investment strategies. As a fee-only advisor, we are committed to providing unbiased advice and transparent fees, ensuring that our clients' best interests are always our top priority. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Regal Wealth Group is here to help you navigate the complexities of the financial markets and make informed decisions for your future.
12501 Seal Beach Blvd #280, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor James S. Morner
● ClosedMerrill Lynch Financial Advisor James S. Morner is located at 3010 Old Ranch Parkway in Seal Beach, California. James Morner is a Wealth Management Advisor with certifications including CFP, CRPC, and CPFA. He helps affluent families and business owners with their financial needs by creating customized strategies based on their goals and priorities. With 14 years of experience in the financial industry, James joined Merrill Lynch Wealth Management in 2007. His team is dedicated to building strong client relationships based on trust and personalized service. By using the Merrill Personal Wealth Analysis™, James can create personalized plans focused on achieving your goals. The institution offers investment insights, tips, and strategies to help you reach your financial goals. James believes in a consultative and objective approach to wealth management, focusing on the client's needs and priorities. With access to the resources of Merrill and Bank of America, James can help you manage, grow, and preserve your wealth while considering your long-term financial needs. Whether you are planning for retirement, education, or transferring wealth to future generations, James can help you create a financial approach that reflects your unique personality and goals. Contact Merrill Lynch Financial Advisor James S. Morner to start working towards your financial goals today.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Fineberg Financial Management
● ClosedFineberg Financial Management is a renowned finance institution located at 3020 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced professionals, Fineberg Financial Management provides top-notch financial services to individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or wealth management, Fineberg Financial Management has the expertise to help you achieve your financial goals. Trust in Fineberg Financial Management for all your financial needs.
3020 Old Ranch Pkwy # 300, Seal Beach, CA 90740, United States -
Brian Richmond - RBC Wealth Management Financial Advisor
● OpenBrian Richmond - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3010 Old Ranch Parkway in Seal Beach, California. As a dedicated financial advisor, Brian Richmond provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships, Brian offers expert guidance on investments, retirement planning, estate planning, and more. Whether you are looking to grow your wealth or protect your assets, Brian Richmond is committed to providing top-notch financial advice and strategies tailored to your unique needs. Contact Brian Richmond - RBC Wealth Management Financial Advisor today to start planning for a secure financial future.
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, United States -
Edward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™
● ClosedEdward Jones - Financial Advisor: Felicia Y Gonzalez, AAMS™ is a reputable financial institution located at 101 Main Street in Seal Beach, California, United States. As a certified Accredited Asset Management Specialist (AAMS™), Felicia Y Gonzalez provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to integrity and professionalism, Edward Jones is dedicated to helping individuals and families build and preserve wealth for the future. Whether you are planning for retirement, saving for college, or investing for the long term, Felicia Y Gonzalez and Edward Jones are here to provide trusted guidance and support every step of the way.
101 Main St Suite D, Seal Beach, CA 90740, United States -
Ben Goldberg - RBC Wealth Management Financial Advisor
● OpenBen Goldberg - RBC Wealth Management Financial Advisor is a trusted financial institution located at 3010 Old Ranch Parkway in Seal Beach, California. As a dedicated financial advisor, Ben Goldberg provides expert guidance and personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Ben Goldberg is committed to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, investing for the future, or seeking advice on estate planning, Ben Goldberg - RBC Wealth Management Financial Advisor is here to help you every step of the way.
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, United States -
Edward Jones - Financial Advisor: Rachael Y O'Leary, ABFP™|AAMS™
● ClosedEdward Jones - Financial Advisor: Rachael Y O'Leary, ABFP™|AAMS™ is a reputable finance institution located at 311 Main Street in Seal Beach, California, United States. This institution is dedicated to providing personalized financial advice and investment solutions to help individuals and families achieve their financial goals. With expertise in financial planning and asset management, Rachael Y O'Leary, ABFP™|AAMS™ offers tailored strategies to help clients build and protect their wealth for the future. Whether you are planning for retirement, saving for education, or investing for the long term, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.
311 Main St Suite 10A, Seal Beach, CA 90740, United States -
Edward Jones - Financial Advisor: Stephanie Bartels
● ClosedEdward Jones - Financial Advisor: Stephanie Bartels is a trusted finance institution located at 500 Pacific Coast Highway in Seal Beach, California. Stephanie Bartels is a dedicated financial advisor who provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Stephanie Bartels offers comprehensive financial guidance to individuals, families, and businesses. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Stephanie Bartels can help you navigate the complexities of the financial world with confidence and peace of mind. Contact Edward Jones - Financial Advisor: Stephanie Bartels today to schedule a consultation and take the first step towards a secure financial future.
500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740, United States -
John W. Orr - UBS Financial Services Inc.
● OpenJohn W. Orr - UBS Financial Services Inc. is a renowned finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. The experienced team at John W. Orr - UBS Financial Services Inc. is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complex world of finance with confidence and peace of mind.
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States -
Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc.
● OpenLisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. is a reputable finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced professionals led by Lisa Chapman, who holds certifications in financial planning, investment management, and retirement planning, this institution offers a wide range of financial services to help clients achieve their financial goals. Whether you are looking for assistance with wealth management, retirement planning, or investment strategies, Lisa Chapman and her team at UBS Financial Services Inc. are dedicated to providing personalized solutions tailored to your individual needs.
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States -
SAI Capital Management
● OpenSAI Capital Management is a leading financial institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States. Specializing in investment management and financial planning, SAI Capital Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to providing personalized solutions, SAI Capital Management is dedicated to helping clients build and protect their wealth. Whether you need assistance with retirement planning, investment strategies, or estate planning, SAI Capital Management is here to help you navigate the complexities of the financial world. Visit us today to learn more about how we can help you secure your financial future.
3010 Old Ranch Pkwy # 460, Seal Beach, CA 90740, United States -
Perry Wealth Management
● OpenPerry Wealth Management is a leading finance institution located at 12501 Seal Beach Boulevard in Seal Beach, California, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. With a focus on comprehensive financial planning, investment management, and retirement planning, we strive to provide our clients with peace of mind and financial security. Contact us today to learn more about how Perry Wealth Management can help you build and protect your wealth for the future.
12501 Seal Beach Blvd, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Scott D Paul
● ClosedMerrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Allen R. Mellow - UBS Financial Services Inc.
● OpenAllen R. Mellow - UBS Financial Services Inc. is a reputable finance institution located at 3030 Old Ranch Parkway in Seal Beach, California, United States. Specializing in wealth management and financial services, the institution is dedicated to providing personalized and comprehensive financial solutions to its clients. With a team of experienced professionals, Allen R. Mellow - UBS Financial Services Inc. is committed to helping individuals and businesses achieve their financial goals and secure their financial future.
3030 Old Ranch Pkwy #300, Seal Beach, CA 90740, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Edelman Financial Engines
● ClosedEdelman Financial Engines is a leading finance institution located at 3020 Old Ranch Parkway in Seal Beach, California, United States. With a team of experienced financial advisors, they offer personalized financial planning services to help individuals and families achieve their financial goals. From retirement planning to investment management, Edelman Financial Engines provides comprehensive solutions to help clients secure their financial future. Whether you are looking to grow your wealth or prepare for retirement, their team is dedicated to providing expert guidance and support every step of the way.
3020 Old Ranch Pkwy #100, Seal Beach, CA 90740, United States -
Doug Bailey - RBC Wealth Management Branch Director
● ClosedDoug Bailey - RBC Wealth Management Branch Director is a prestigious finance institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States. As a branch director, Doug Bailey leads a team of experienced financial advisors who provide personalized wealth management services to clients. With a strong focus on building long-term relationships and delivering tailored financial solutions, Doug Bailey - RBC Wealth Management Branch Director is dedicated to helping clients achieve their financial goals and secure their financial future.
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, United States -
Merrill Lynch Financial Advisor Martha Sanchez Cannady
● ClosedMerrill 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.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Baum Construction & Development
● ClosedWelcome to Baum Construction & Development, your trusted partner for home remodeling and construction in Long Beach, California. Located at 2900 Fidler Avenue, Long Beach, CA 90815, we are a premier general contractor and home goods store committed to transforming your living space into the home of your dreams. Led by Michael A. Baum, an award-winning remodeler and author of the best-selling book "Sawdust to Satisfaction," our team is dedicated to delivering exceptional quality and service. With years of experience and a 5-star rating from satisfied homeowners, we pride ourselves on our craftsmanship, reliability, and transparent pricing.
2900 Fidler Avenue, Long Beach, California 90815, United States -
SecureSpace Self Storage West Carson Torrance
● OpenWelcome to SecureSpace Self Storage West Carson Torrance, your trusted partner for all your moving and storage needs. Conveniently located at 722 West 220th Street, Torrance, California, our facility offers a variety of storage solutions tailored to meet your specific needs, whether you're downsizing, relocating, or simply seeking extra space for your belongings. Our facility boasts a range of storage unit sizes, starting from our compact 5x5 units, ideal for storing seasonal items or small furniture, to our spacious 10x15 units, perfect for housing the contents of a larger residence. Whether you're storing a few boxes or an entire household, our friendly and knowledgeable staff are here to help you select the perfect unit and provide expert advice on packing and storage.
722 West 220th Street, Torrance, California 90502, United States -
Portofino Cove
● OpenWelcome to Portofino Cove, a picturesque park located at 3109-3127 Countess Drive in the serene Huntington Harbour area of Huntington Beach, California. Nestled within a prestigious gated community, Portofino Cove offers a unique blend of coastal living and modern convenience. This waterfront haven features 60 exclusive condos, some of which boast private boat docks, providing residents with direct access to the bay. Experience the beauty of Huntington Beach from this prime location, where stunning sunsets and tranquil mornings create the perfect backdrop for your coastal lifestyle. Whether you're a boating enthusiast or simply enjoy the serene waterfront views, Portofino Cove is the ideal place to call home.
3109-3127 Countess Drive, Huntington Beach, California 92649, United States -
Financial Partners Credit Union
● ClosedWelcome 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.
4201 McGowen Street, Long Beach, California 90808, United States -
Augustus Wealth
● ClosedWelcome 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.
350 Main Street, Seal Beach, California 90740, United States -
Financial Partners Credit Union
● OpenWelcome 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.
2201 Seal Beach Boulevard, Seal Beach, California 90740, United States -
Tim Majka, Imagine Realty
● ClosedWelcome 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.
6621 Pacific Coast Highway, Long Beach, California 90803, United States
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