Organic living advice in Ontario, CA
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Merrill Lynch Financial Advisor Jeffrey L Rosenzweig
● OpenAt Merrill Lynch Financial Advisor Jeffrey L Rosenzweig, located at 901 Via Piemonte, Ontario, California, United States, we specialize in managing your wealth with a personalized approach. Our team understands that your financial goals are unique to you, and we work closely with you to create a flexible strategy that adapts to changing market conditions. With access to the investment insights of Merrill and the banking solutions of Bank of America, we can help you pursue your goals through personalized wealth management strategies. We believe in actively participating in the communities we serve, which is why we are committed to volunteering with local organizations. Our Merrill Personal Wealth Analysis™ can help us build a personalized plan centered on your goals and aspirations. By getting to know you and your family, we can tailor a financial approach that aligns with your priorities, whether it's planning for retirement, saving for a home, or funding a child's education.
901 Via Piemonte, Ontario, CA 91764, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome 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.
Park Avenue, Long Beach, California 90803, United States
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