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TOP 30 Model building in California
291 results found
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Merrill Lynch Financial Advisor Natalie P Chappius
Merrill Lynch Financial Advisor Natalie P Chappius is a finance institution located at 11811 Bernardo Plaza Court in San Diego, California, United States. Natalie Chappius specializes in advising high-net-worth individuals and business owners on investment and tax minimization strategies, retirement income planning, and estate planning services. With over 20 years of experience in the financial services industry, Natalie is dedicated to helping clients achieve their financial goals. In partnership with a Wealth Management Lending Officer from Bank of America, N.A., Natalie can provide a wide range of home financing solutions tailored to fit into your overall financial strategy. As a Senior Portfolio Advisor, Natalie offers custom investment strategies and model portfolios to help clients pursue their objectives. She is licensed with FINRA and the California Department of Insurance, and holds the Certified Plan Fiduciary Advisor designation. Natalie believes in building personalized financial plans centered on her clients' goals and priorities, and she is committed to helping them navigate the complexities of the financial markets. By regularly reviewing and adjusting financial approaches, Natalie ensures that her clients stay on track to achieve their financial objectives. Whether you're planning for retirement, saving for a major purchase, or passing wealth to future generations, Natalie Chappius is dedicated to helping you achieve your financial goals.
Stewart Wealth Management
Stewart Wealth Management is a finance institution located at 1050 Northgate Drive, San Rafael, California, United States. Our focus is on providing strategies to build wealth for pragmatic investors. We only receive fees as a percentage of assets under management, creating a fiduciary relationship and long-term partnership with our clients' goals. Household balances over one million and income-specific strategies have lower management fees. Our goal is to build low-cost, durable, and tax-efficient portfolios with long-term predictable outcomes for each client. We implement proactive ETF strategies to navigate through changing markets skillfully. Each client will have their own unique investment allocation, which may include private real estate investments for high net worth investors. We build asset allocation models that seek consistent returns, goal-based investor behavior, and focus on lowering volatility, taxes, and fees. We have a minimum of 500k to get started.
Merrill Lynch Financial Advisor Jason R Griffin
Merrill Lynch Financial Advisor Jason R Griffin, located at 200 East Franklin Street, Monterey, California, is a trusted institution in the world of finance. Jason Griffin, a Vice President, Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch Wealth Management, has been in the financial services industry since 1995. With a focus on helping clients manage their wealth to meet both short-term and long-term goals, Jason offers a comprehensive approach that begins with truly understanding each client's needs and aspirations. As a Senior Portfolio Advisor, Jason can manage custom investment strategies on a discretionary basis, drawing from a wide range of Merrill Lynch Wealth Management model portfolios and third-party investment strategies. Jason Griffin is deeply involved in the local community, volunteering his time with various organizations. At Merrill Lynch Wealth Management, the team is dedicated to building strong client relationships based on trust and personalized service. By utilizing the global resources of Merrill and the banking solutions of Bank of America, Jason works with clients to develop personalized plans focused on achieving their financial goals while managing investment risk.
The Miliare Group
The Miliare Group, located at 2280 Wardlow Circle in Corona, California, is a finance institution dedicated to providing financial education and tools to everyday families and businesses. Our team of leaders is trusted by top companies in the industry to present products that can help families and businesses thrive. Our innovative business model is designed to set you up for success and empower you to become a financial services business owner. As a financial professional with The Miliare Group, we focus on your needs, goals, and objectives to help you create a sound strategy for the future. Our platform offers choice and flexibility, with a wide selection of products and services from well-known insurance and financial services providers. By creating a diverse strategy, we can help you prepare for the future and safeguard the lifestyle you've built.
Broxton Capital Advisors
Broxton Capital Advisors is a finance institution located at 1063 Gayley Avenue in Los Angeles, California. Our focus is on finding efficient frontiers for long term wealth building through rational investing. With over 50 years of collective experience, our managers work with Advisors, Institutional Investors, and Households using our proprietary research process. Our newest strategy, Smart Yield, offers an 8% targeted return with intelligent risk in the current low interest rate environment. We provide investment management services for households, investment advisors, and managers, with a focus on stable growth and long term wealth building. Our investment strategies are based on proprietary algorithms, sophisticated analysis, and investment experience. We also support entrepreneurs through our subsidiary, San Juan Incubators, helping development stage companies refine their message, enhance business strategies, create financial models, and prepare for capital introduction.
Merrill Lynch Financial Advisor Qing Zhou
Merrill Lynch Financial Advisor Qing Zhou is located at 520 Newport Center Drive, Newport Beach, California, United States. Jessica Zhou, a Senior Financial Advisor with Merrill Lynch Wealth Management, holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She provides premier wealth management and investment services to affluent and high-net-worth clients. Jessica is a specially qualified Senior Portfolio Advisor who can build and manage custom investment strategies for clients, drawing from a wide range of model portfolios. She offers services in investment management, retirement planning, trust and estate planning, credit and lending services, insurance planning, and education planning. Jessica has extensive experience in the financial industry and is fluent in Mandarin. She is committed to helping clients reach their financial goals and offers personalized recommendations. The institution believes in focusing on clients' priorities, goals, and life changes to create a customized financial approach. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in helping clients achieve financial success by understanding their goals and aspirations. With access to investment insights and banking solutions, they work with clients to develop approaches tailored to their financial needs. The institution emphasizes the importance of regular check-ins to review progress and make any necessary adjustments to the financial approach. Overall, Merrill Lynch Financial Advisor Qing Zhou aims to help clients pursue their financial goals and manage investment risk effectively.
Merrill Lynch Financial Advisor Maureen Tschopp
Merrill Lynch Financial Advisor Maureen Tschopp is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team, led by Maureen Tschopp, a Senior Portfolio Advisor, helps clients pursue their financial objectives by managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. At Merrill Lynch Wealth Management, the focus is on understanding and addressing the things that matter most to clients - family, goals, and priorities. The team works closely with clients to create a financial strategy that reflects their investment style and life plan, whether they are focused on growing, preserving, or transferring wealth. By utilizing the Investment Personality Assessment and other tools, Merrill Lynch Financial Advisor Maureen Tschopp helps clients make informed investment decisions that align with their goals and priorities. With a commitment to proactive portfolio management and effective communication, the team at Merrill Lynch strives to help clients achieve their financial goals at every stage of life.
Merrill Lynch Financial Advisor Sean H Balkhi
Merrill Lynch Financial Advisor Sean H Balkhi is a seasoned professional with over 20 years of experience in wealth management. Located at 28202 Cabot Road, Laguna Niguel, California, United States, Sean works with a diverse clientele across California and 15 other states. His expertise lies in crafting customized financial strategies tailored to individual goals and objectives. Sean's background as a former mechanical engineer with the Department of Defense gives him a unique perspective on market dynamics and investment analysis. He is dedicated to providing clients with transparent and personalized financial solutions, ensuring that their best interests are always the top priority.
Merrill Lynch Financial Advisor William R Wheatley
Merrill Lynch Financial Advisor William R Wheatley is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. With a focus on retirement income planning, wealth building strategies, and company retirement plans, William Wheatley leverages his education and experience to help clients maximize their wealth. His client service model emphasizes communication, goal tracking, and personalized portfolio management. Supported by the global resources of Merrill, William Wheatley's team is committed to building strong client relationships based on trust and personalized service. By getting to know each client personally, William Wheatley can design and implement a personalized financial plan to help individuals and families pursue their financial goals while managing investment risk. With access to investment insights and banking solutions, William Wheatley works with clients to develop a customized approach to address their financial needs. As a registered Senior Wealth Management Client Associate, William Wheatley is dedicated to helping clients achieve their goals and navigate the complexities of the financial markets.
Brookhurst Hobbies
Brookhurst Hobbies is a premier hobby store located at 12188 Brookhurst Street in Garden Grove, California. This store is a haven for hobby enthusiasts, offering a wide range of products and supplies for various hobbies such as model building, remote-controlled vehicles, trains, and more. With a knowledgeable and friendly staff, Brookhurst Hobbies provides excellent customer service and expert advice to help hobbyists find exactly what they need. Whether you're a beginner or a seasoned hobbyist, Brookhurst Hobbies is the perfect place to explore your interests and fuel your passion for all things hobby-related.
Fuse HVAC, Refrigeration, Electrical & Plumbing
Fuse HVAC, Refrigeration, Electrical & Plumbing is a versatile institution located at 1221 Sherwood Avenue, Santa Clara, California, United States. Specializing in electrician, general contractor, and plumber services, they offer an Instant Online Quote for HVAC Systems, Water Heaters, and EV Chargers. With a Diagnostic fee of $69 for HVAC, Electrical, or Refrigeration issues, they also provide a Special AC Tune-Up Offer for just $29 to prepare for summer. Customers can trade in their old AC for a $1500 discount on a new HVAC system. The institution also offers commercial water heater installation in San Jose, California, with qualified technicians who ensure top-notch HVAC services including installation, repair, and maintenance. With up to 12 years of labor warranty on each HVAC installation, customers can be assured of long-lasting units. The experienced technicians at Fuse HVAC, Refrigeration, Electrical & Plumbing are equipped to fix and maintain refrigeration equipment and provide a variety of plumbing services.
World Financial Group, Inc.
World Financial Group, Inc. is a leading finance institution located at 5900 Canoga Avenue in Los Angeles, California, United States. With a strong focus on helping individuals and families achieve their financial goals, World Financial Group offers a wide range of financial services including investment planning, retirement planning, insurance, and wealth management. With a team of experienced financial professionals, World Financial Group is dedicated to providing personalized financial solutions to meet the unique needs of each client. Whether you are planning for the future or looking to secure your financial well-being, World Financial Group is committed to helping you build a secure financial future.
Gary McDonald and Son Inc.
Gary McDonald and Son Inc. is a general contractor located at 300 West Robles Avenue in Santa Rosa, California, United States. Specializing in natural swimming pools, ponds, custom rock swimming pools, spas, and waterfalls, we strive to create aesthetic and sustainable natural oases for our clients. With a focus on serving Marin, Napa, Sonoma Counties, and the Greater NorthBay Areas, we offer custom natural swimming pool designs, colored renderings, remodeling of existing pools, hand-crafted sculptured rocks, solar heating, and 3D clay models. Our design consulting services include strategizing, planning, and building to ensure the best results for our clients. At Gary McDonald and Son Inc., we give complete attention to each project and commit to finishing each customer's job before starting another. Our average construction time is 4-6 weeks, and we utilize state-of-the-art technology in design, including drawings, 3D clay models, and photo-imaging. Trust us to create your dream natural oasis and transform your backyard into a beautiful and sustainable retreat.
La Jolla Appliance Repair
La Jolla Appliance Repair is a top-notch institution located at 888 Prospect Street in San Diego, California, United States. We pride ourselves on our professional and efficient service, ensuring that our customers are taken care of no matter the unexpected issues they may face. Our staff, from receptionists to technicians, are highly qualified, skilled, and experienced, capable of handling any appliance problem with ease. At La Jolla Appliance Repair, customer satisfaction is our top priority. We guarantee 100% satisfaction with our services, no matter the make or model of your appliance. We are dedicated to providing excellent service without any hidden charges, as we aim to build long-lasting relationships with our customers.
Dryve N Auto Repair
Dryve N Auto Repair is the best general mechanic workshop in East LA, Boyle Heights, and Lincoln Heights. Our highly experienced team is dedicated to providing excellent automotive services to ensure that your vehicle leaves our workshop in perfect condition. Whether you need a quick oil change or any other type of general mechanical service, our team of highly trained automotive technicians can provide you with the most comprehensive service for your car. We use the highest quality products and services to ensure that your vehicle performs better than ever on the streets. If you need quick and reliable help for your vehicle, you can fully trust our specialized team for any type of general mechanical work. Our mechanics are committed to providing immediate attention to your car, offering precise and reliable solutions for any mechanical problem. In Los Angeles, we are the perfect choice for those looking for fast, professional, and reliable service to keep their vehicles in optimal condition.
Dynamic Office & Accounting Solutions | Dynamic Technology Partners | Dynamic MedStaff
Dynamic Office & Accounting Solutions, Dynamic Technology Partners, and Dynamic MedStaff are all part of a comprehensive finance institution located at 390 Diablo Road in Danville, California. Since 1997, Dynamic has been providing full-service staffing solutions to companies of all sizes, from small businesses to Fortune 100 corporations. Our services include Executive/Direct Hire Search, Temporary Contract, Working Interviews, and other customized solutions. At Dynamic, we believe in going above and beyond to exceed expectations and get the job done right. Our relationship-based model ensures that our partners trust us to connect them with talented and experienced individuals for their staffing needs. We take the time to understand the long-term goals of both our clients and candidates to create successful and lasting relationships.
SmartCPA - Chino Hills
SmartCPA - Chino Hills is a reputable accounting and finance institution located at 5843 Pine Avenue in Chino Hills, California, United States. We understand the challenges small business owners face, especially during these difficult times, and we are here to provide you with the support and expertise you need to thrive. Our team of experienced professionals, including Attorneys, Certified Public Accountants, and Senior Accountants, are dedicated to offering personalized services tailored to your business needs. When you become a client of SmartCPA, you become part of our team. We prioritize building strong relationships with our clients and providing them with high-quality accounting, tax, and business consulting services. With over 50 years of collective experience among our senior employees, we have established a solid reputation in the industry and have helped numerous small and midsize businesses achieve their financial goals.
SWS Window Tinting
SWS Window Tinting is a top-notch car repair institution located at 675 Parker Dam Road, Parker Dam, California, United States. We specialize in providing superior window tinting services for homes, commercial buildings, and automotive vehicles. Our wide range of products caters to various budgets and preferences, ensuring that we have something for everyone. For home window tinting, we create safer and more energy-efficient houses, reducing heating and cooling costs. Our commercial window film coatings offer a diverse selection, including decorative films that can give the appearance of etched glass or create different effects for interior glass partitions.
NAPA Auto Parts - Truckee Auto Parts
NAPA Auto Parts - Truckee Auto Parts is your one-stop shop for all your automotive needs in Truckee, California. Located at 11065 Donner Pass Road, this institution offers a wide range of car parts and accessories for all makes and models. Whether you need to repair your vehicle or simply upgrade it, their knowledgeable staff is ready to assist you. With a convenient location and a reputation for quality service, NAPA Auto Parts - Truckee Auto Parts is the go-to destination for car enthusiasts in the area.
AutoZone Auto Parts
AutoZone Auto Parts is a well-known car repair and parts store located at 1331 Rocking West Drive in Bishop, California, United States. They offer a wide range of automotive parts and accessories for various makes and models of vehicles. Whether you are looking for replacement parts, maintenance products, or accessories to customize your ride, AutoZone Auto Parts has you covered. Their knowledgeable staff is ready to assist you with all your car repair and maintenance needs. Visit them today for all your automotive needs.
Next Step LLC
Next Step LLC, located at 702 Marshall Street in Redwood City, California, is a leading institution driving business growth through proven business transformation services. In today's digitalized and globally competitive market, enterprises must adapt and transform to meet the evolving needs of customers, employees, and the market for sustainable growth. As businesses navigate through the challenges brought on by the worldwide pandemic, Next Step LLC offers expertise in addressing issues such as inflation, supply chain disruptions, remote work adaptation, and employee burnout. The post-pandemic job market has seen a surge in voluntary resignations, creating a global talent shortage. Next Step LLC provides solutions to help businesses navigate these uncertainties and thrive in the evolving business landscape.
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