TOP 30 Personal finance education in Huntington Beach, California
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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 -
Nexgen Home Finance
● OpenWelcome to Nexgen Home Finance, your trusted partner in achieving your financial goals. Located at 3211 Francois Drive in the beautiful Huntington Beach, California, Nexgen Home Finance has been serving the community since 2004. Founded by Jason Kiffe (NMLS #118167) and Leyla Sharifi, our mission is to provide ethical, experienced, and personalized financial advice in an industry where these attributes are often overlooked. At Nexgen Home Finance (NMLS# 117925), we believe that sound financial guidance should come from professionals who not only study the field but also embody fiscal responsibility in their own lives. As a result, we are committed to offering you the highest level of service, backed by our extensive training and education in mortgage and finance.
3211 Francois Drive, Huntington Beach, California 92649, United States -
Auto International Insurance
● OpenAuto International Insurance Agency, located at 17412 Beach Boulevard in Huntington Beach, California, specializes in providing a wide range of insurance services including Auto, Home, Motorcycle, and Commercial Insurance. Our dedicated team is committed to ensuring that you have the peace of mind knowing that your assets are properly covered. We work with you to create a comprehensive insurance portfolio that meets your specific needs and discuss all available options to guarantee that you are adequately protected. In addition to our insurance services, we also place a strong emphasis on financial literacy, particularly for small business owners. As April is Financial Literacy Month, we believe it is the perfect time to educate small business owners on budgeting basics and the importance of sound financial management. We understand the challenges that come with managing finances for a small business and are here to provide guidance and support.
17412 Beach Blvd, Huntington Beach, CA 92647, United States -
Tax Crisis Institute Bakersfield
● OpenThe Tax Crisis Institute Bakersfield is a local institution located at 9711 Holland Street in Bakersfield, California, United States. Specializing in accounting, finance, and legal services, we offer face-to-face meetings with our clients to provide personalized assistance in resolving tax issues. Our team of experts is skilled in negotiating with the IRS and state agencies, such as the Franchise Tax Board, EDD, and BOE in California, to lower tax debts and create manageable repayment plans. We understand the stress that tax problems can bring, which is why we are dedicated to helping individuals and families in the Bakersfield community find solutions to their tax challenges. Contact the Tax Crisis Institute Bakersfield today to get your finances back on track. Visit our office at 9711 Holland Street, Bakersfield, California, or reach us at 17011 Beach Blvd, Suite 900 Huntington Beach, CA 92647.
9711 Holland St #1, Bakersfield, CA 93312, United States -
Robert P. Taylor
● OpenRobert P. Taylor is a finance and lawyer institution located at 9042 Garfield Avenue in Huntington Beach, California. Serving clients in Orange County, including various cities such as Costa Mesa, Newport Beach, and Anaheim, as well as Los Angeles County, Riverside County, and San Bernardino County. The institution is committed to providing affordable and high-quality legal services, particularly in the area of bankruptcy law. With a focus on Chapter 7 bankruptcy cases, Robert P. Taylor offers competitive pricing ranging from $1,199.00 to $1,499.00, depending on the level of service desired by the client. Unlike other firms, clients can expect personalized attention from Mr. Taylor himself throughout the entire process, from initial consultation to court appearances and beyond. Clients can rest assured that their case will be handled with care and expertise, leading to a successful outcome.
9042 Garfield Ave #302, Huntington Beach, CA 92646, United States -
Courtney Kellis: Primerica - Financial Services
● OpenCourtney Kellis: Primerica - Financial Services is a finance and insurance agency located at 16541 Gothard Street in Huntington Beach, California. With a focus on providing top-notch financial services, the institution offers a wide range of products and solutions to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, the experienced team at Courtney Kellis: Primerica is dedicated to providing personalized and professional service. Visit their office in Huntington Beach to learn more about how they can help you secure your financial future.
16541 Gothard St # 109, Huntington Beach, CA 92647, United States -
Mai Khanh Thi Nguyen, Financial Professional - New York Life
● OpenMai Khanh Thi Nguyen is a dedicated financial professional at New York Life, located at 7711 Center Avenue in Huntington Beach, California. With expertise in finance and insurance, Mai Khanh Thi Nguyen provides personalized financial solutions to help clients achieve their financial goals and secure their futures. Whether you are planning for retirement, saving for your children's education, or protecting your assets, Mai Khanh Thi Nguyen is committed to providing you with the guidance and support you need to make informed financial decisions. Contact Mai Khanh Thi Nguyen at New York Life today to start planning for a more secure financial future.
7711 Center Ave #600, Huntington Beach, CA 92647, United States -
Elite Advisory Group, LLC.
● OpenElite Advisory Group, LLC. is a finance institution located at 2130 Main Street in Huntington Beach, California, United States. With alarming statistics showing that many Americans are unprepared for retirement, we are here to provide education and guidance to help you plan for your financial future. Whether you are just starting your career or looking towards retirement, our team is dedicated to assisting you every step of the way. Specializing in retirement planning, college funding, risk management, and estate planning, Elite Advisory Group is committed to helping you achieve your financial goals. Our website serves as a valuable resource for information and tools to aid in your financial planning journey.
2130 Main St #130, Huntington Beach, CA 92648, United States -
Taylor Wealth Management
● OpenTaylor Wealth Management is a renowned finance institution located at 15061 Springdale Street in Huntington Beach, California, United States. With a team of experienced financial advisors, Taylor Wealth Management offers personalized wealth management services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Taylor Wealth Management provides expert guidance and tailored solutions to meet your needs. Trust in Taylor Wealth Management to help you secure your financial future.
15061 Springdale St STE 202, Huntington Beach, CA 92649, United States -
Edward Jones - Financial Advisor: Frank A Arens
● OpenEdward Jones - Financial Advisor: Frank A Arens is a reputable finance institution located at 7755 Center Avenue in Huntington Beach, California, United States. Specializing in providing personalized financial advice and services, Frank A Arens is dedicated to helping clients achieve their financial goals and secure their future. With a strong focus on building long-term relationships based on trust and integrity, this institution offers a wide range of financial products and services tailored to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your child's education, or looking to invest wisely, Edward Jones - Financial Advisor: Frank A Arens is committed to guiding you every step of the way towards financial success.
7755 Center Ave Suite 1010, Huntington Beach, CA 92647, United States -
Edward Jones - Financial Advisor: Mark R Steeber, AAMS
● OpenEdward Jones - Financial Advisor: Mark R Steeber, AAMS is a reputable financial institution located at 20422 Beach Boulevard in Huntington Beach, California. Specializing in accounting and finance services, Mark R Steeber, AAMS is a knowledgeable and experienced advisor who is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, clients can trust Edward Jones to provide them with the guidance and support they need to make sound financial decisions. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Edward Jones - Financial Advisor: Mark R Steeber, AAMS is committed to helping you secure a strong financial future.
20422 Beach Blvd UNIT 110, Huntington Beach, CA 92648, United States -
California Financial and Real Estate Center, inc
● OpenCalifornia Financial and Real Estate Center, Inc. is a leading finance institution located in Huntington Beach, California. Our experienced team of professionals provide expert financial and real estate services to individuals and businesses in the area. Whether you are looking to invest in real estate, secure a loan, or plan for your financial future, our dedicated staff is here to help. Visit us at 16882 Bolsa Chica Street to learn more about how we can assist you in achieving your financial goals.
16882 Bolsa Chica St #102, Huntington Beach, CA 92649, United States -
Pacific Shores Financial
● OpenPacific Shores Financial is a reputable finance institution located at 20902 Brookhurst Street in Huntington Beach, California. As a trusted financial services provider, we offer a wide range of financial solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized service and expert advice. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, Pacific Shores Financial is here to help. Contact us today to learn more about how we can assist you in achieving financial success.
20902 Brookhurst St, Huntington Beach, CA 92646, United States -
Safe and Secure Retirement and Insurance Services
● OpenSafe 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.
17011 Beach Blvd Ste 900, Huntington Beach, CA 92647, United States -
Merrill Lynch Financial Advisor Ellen A Nastase
● OpenMerrill Lynch Financial Advisor Ellen A Nastase is a finance institution located at 100 Spectrum Center Drive in Irvine, California, United States. Ellen Nastase, a Vice President and Senior Financial Advisor, provides personalized financial solutions for investors based on their risk tolerance, time horizon, and overall investment goals. She focuses on wealth management planning, with a philosophy that places the investor at the forefront while keeping an eye on the market. Ellen's services include retirement, college education, and cash management planning. She joined Merrill Lynch Wealth Management in 2005 and holds a Bachelor's Degree in Literature from the University of Bucharest and an MBA from Woodbury University. Ellen lives in Huntington Beach with her husband and enjoys international travel, acrylic painting, and beach walks.
100 Spectrum Center Dr, Irvine, CA 92618, United States -
VjP Tax & Financial Services
● OpenVjP Tax & Financial Services is a finance institution located at 3711 Long Beach Boulevard in Long Beach, California, United States. Our team of Tax Professionals and Financial Heroes serve clients across various areas including Long Beach, Pasadena, Los Angeles, Torrance, Anaheim, Santa Ana, Irvine, and Huntington Beach. We treat our clients like family and are dedicated to supporting their needs. Established in 2010, VjP Tax and Financial Services was founded by owner Vonya McCoy with the goal of providing affordable tax services and financial education to individuals and families. Our mission is to empower our clients to make informed financial decisions without stress. We are committed to delivering excellent service and ensuring that our clients feel valued and supported.
3711 Long Beach Blvd, Long Beach, CA 90807, United States -
Harry Cowan Co and DeVries Real Estate
● ClosedWelcome to Harry Cowan Co and DeVries Real Estate Located at 4114 South Street in Lakewood, California, Harry Cowan Co and DeVries Real Estate is your trusted partner for all real estate needs, serving Huntington Beach and surrounding areas. With a rich history dating back to 1950, our agency combines decades of expertise with a commitment to exceptional customer service.
4114 South Street, Lakewood, California 90712, United States
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