Personal financial management in Cerritos, CA
66 results found
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Wealth Enhancement Group
● ClosedWealth Enhancement Group is a leading financial institution located at 6333 Potrero Avenue in El Cerrito, California, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Wealth Enhancement Group offers personalized solutions tailored to your individual needs. Contact us today to learn more about how we can help you build and preserve your wealth.
6333 Potrero Ave Suite 200, El Cerrito, CA 94530, United States -
Jeff Barrera - Raymond James
● OpenJeff Barrera - Raymond James is a finance institution located at 4501 Cerritos Avenue in Cypress, California, United States. Specializing in investment strategies, financial planning, and wealth management, our team is dedicated to helping clients achieve their financial goals. With a focus on personalized service and expert advice, we strive to provide top-notch financial solutions tailored to each individual's needs. Trust Jeff Barrera - Raymond James to help you navigate the complexities of the financial world and secure a prosperous future.
4501 Cerritos Ave Ste 202, Cypress, CA 90630, United States -
Wen Capital Advisory Group
● ClosedWen Capital Advisory Group is a prestigious finance institution located at 11100 San Pablo Avenue in El Cerrito, California, United States. With a team of experienced financial advisors, Wen Capital Advisory Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking for retirement planning, wealth management, or investment advice, Wen Capital Advisory Group is dedicated to providing personalized solutions tailored to your individual needs. Trust in Wen Capital Advisory Group to guide you towards financial success and security.
11100 San Pablo Ave #210, El Cerrito, CA 94530, United States -
Kwadwo Adutwum - Private Client Advisor
● ClosedKwadwo Adutwum - Private Client Advisor is a leading financial institution located at 24299 Southland Drive in Hayward, California. As a private client advisor, we offer personalized financial services to high-net-worth individuals and families. Our team of experienced professionals provides tailored investment strategies, wealth management solutions, and financial planning services to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Kwadwo Adutwum - Private Client Advisor is dedicated to delivering exceptional service and maximizing the financial success of our clients.
24299 Southland Dr, Hayward, CA 94545, United States -
webtaxcpa
● ClosedWebtaxcpa is a reputable accounting and finance institution located at 408 Colusa Avenue in El Cerrito, California, United States. With a team of experienced Certified Public Accountants (CPAs), they provide a wide range of services including tax preparation, financial planning, and consulting. Whether you are an individual or a business owner, Webtaxcpa is dedicated to helping you navigate the complexities of tax laws and financial management. Trustworthy and reliable, they strive to provide personalized solutions to meet your specific needs and goals. Contact Webtaxcpa today to schedule a consultation and take control of your financial future.
408 Colusa Ave, El Cerrito, CA 94530, United States -
Nakamura Peter K
● ClosedNakamura Peter K is a reputable accounting and finance institution located at 1735 Julian Court in El Cerrito, California, United States. With a dedicated team of professionals, they provide expert financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or investment management, Nakamura Peter K is committed to helping you achieve your financial goals. Trustworthy and reliable, this institution is known for their exceptional customer service and personalized approach to finance. Contact them today to see how they can assist you with your accounting and finance needs.
1735 Julian Ct, El Cerrito, CA 94530, United States -
Y H Bookkeeping, Inc.
● ClosedY H Bookkeeping, Inc. is a reputable accounting and finance institution located at 408 Colusa Avenue in El Cerrito, California. With a team of experienced professionals, we offer a wide range of bookkeeping services to help businesses manage their finances effectively. Whether you need assistance with payroll, tax preparation, or financial reporting, our dedicated staff is here to provide personalized solutions tailored to your specific needs. Trust Y H Bookkeeping, Inc. for all your accounting needs and experience peace of mind knowing your finances are in good hands.
408 Colusa Ave, El Cerrito, CA 94530, United States -
Traynor Group
● OpenThe Traynor Group is a well-established accounting and finance institution located at 6500 Fairmount Avenue in El Cerrito, California, United States. With a team of experienced professionals, they provide a range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, the Traynor Group offers personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they are committed to providing top-notch service to their clients.
6500 Fairmount Ave ste.11, El Cerrito, CA 94530, United States -
Holmquist Sue G
● OpenHolmquist Sue G is an accounting and finance institution located at 3415 West Cerritos Avenue in Los Alamitos, California. With a strong reputation for providing top-notch financial services, they offer expert advice and assistance to individuals and businesses looking to manage their finances effectively. Whether you need help with tax preparation, financial planning, or investment management, Holmquist Sue G is dedicated to helping you achieve your financial goals. Their team of experienced professionals is committed to providing personalized service and tailored solutions to meet your specific needs. Visit Holmquist Sue G today to take control of your finances and secure a prosperous financial future.
3415 W Cerritos Ave, Los Alamitos, CA 90720, United States -
Los Angeles County Fire Dept. Station 98
● OpenWelcome to Los Angeles County Fire Department Station 98, proudly serving the community of Bellflower, California. Located at 9814 Maplewood Street, our station is part of a renowned network of fire services that are internationally recognized for excellence in firefighting and emergency response. At Station 98, we are committed to safeguarding the lives and property of our residents through prompt and professional fire and emergency medical services. Our dedicated team of firefighters and paramedics are highly trained and experienced, ensuring the highest level of service and safety for the community we serve.
9814 Maplewood Street, Bellflower, California 90706, United States -
Los Angeles County Fire Dept. Station 25
● OpenWelcome to Los Angeles County Fire Dept. Station 25, proudly serving the Pico Rivera community and surrounding areas. Located at 9209 Slauson Avenue, Pico Rivera, California, our station is part of the esteemed Los Angeles County Fire Department, renowned globally for its excellence in firefighting and emergency services. Our highly skilled firefighters are dedicated to protecting lives and property through rapid response and effective emergency management. The Los Angeles County Fire Department is also home to one of the top ocean lifeguarding agencies in the world, and we are committed to fostering the next generation of firefighters and lifeguards through comprehensive training, education, and community engagement.
9209 Slauson Avenue, Pico Rivera, California 90660, 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 -
Zoetewey & Dykstra
● ClosedWelcome to Zoetewey & Dykstra, your trusted partner in accounting and finance located in the heart of Cerritos, California. Situated at 17215 Studebaker Road, our firm is dedicated to providing exceptional financial services to individuals and businesses alike. With a commitment to excellence and a personalized approach, we offer a comprehensive range of services, including bookkeeping, tax preparation, financial planning, and business consulting. Our team of experienced professionals is here to guide you through the complexities of financial management, ensuring that your financial goals are met with precision and care. Whether you're a small business owner seeking strategic advice or an individual in need of tax assistance, Zoetewey & Dykstra is equipped to handle all your financial needs with integrity and expertise.
17215 Studebaker Road, Cerritos, California 90703, United States -
Joseph Chung Accounting Services
● OpenWelcome to Joseph Chung Accounting Services At Joseph Chung Accounting Services, located in the heart of Cerritos, California, we are dedicated to providing top-notch accounting and financial solutions tailored to meet your unique needs. Situated at 17409 Marquardt Avenue, our firm prides itself on delivering personalized and professional services to individuals, small businesses, and corporations alike.
17409 Marquardt Avenue, Cerritos, California 90703, United States -
P&L Bookkeeping
● ClosedWelcome to P&L Bookkeeping, your trusted partner in accounting and finance solutions, conveniently located at 17409 Marquardt Avenue, Cerritos, California. At P&L Bookkeeping, we understand the complexities of managing finances, whether you are a small business owner, a growing enterprise, or an individual seeking financial clarity. Our dedicated team of experienced accountants is committed to providing personalized services tailored to meet your unique needs. We offer a comprehensive range of services, including bookkeeping, tax preparation, payroll management, and financial consulting. Our goal is to simplify your financial processes, ensuring accuracy and compliance, while you focus on what you do best—growing your business. With P&L Bookkeeping, you gain a reliable partner that prioritizes your financial health and success.
17409 Marquardt Avenue, Cerritos, California 90703, United States -
Pro-Files & Accounting
● ClosedWelcome to Pro-Files & Accounting, your trusted partner in accounting and finance solutions, conveniently located at 17777 Center Court Drive North, Cerritos, California. We are dedicated to providing exceptional financial services tailored to meet the unique needs of our clients. Whether you are an individual seeking personal tax assistance or a business in need of comprehensive accounting services, our team of experienced professionals is here to help you navigate the complexities of financial management. At Pro-Files & Accounting, we pride ourselves on delivering personalized service with the highest level of integrity and expertise. Our range of services includes bookkeeping, tax preparation, financial planning, and business consulting, all designed to help you achieve your financial goals. We understand the importance of accurate and timely financial information, and we are committed to providing you with the tools and insights necessary to make informed decisions.
17777 Center Court Drive North, Cerritos, California 90703, United States -
David Brody & Co
● ClosedWelcome to David Brody & Co, your trusted partner in accounting and finance located in the heart of Cerritos, California. Situated at 17785 Center Court Drive North, we specialize in providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses alike. Our team of experienced professionals is dedicated to delivering personalized services that ensure financial clarity and success. At David Brody & Co, we offer a wide range of services, including tax preparation and planning, bookkeeping, payroll management, and financial consulting. Whether you're a small business owner seeking to streamline your financial operations or an individual looking for expert tax advice, we are committed to helping you achieve your financial goals with precision and integrity.
17785 Center Court Drive North, Cerritos, California 90703, United States -
Farmers Insurance - Kim Huynh
● ClosedWelcome to Farmers Insurance - Kim Huynh, your trusted local insurance agency in Cerritos, CA. Conveniently located at 19112 Gridley Road, we specialize in providing personalized insurance solutions to meet your unique needs. As your local Farmers® agent, Kim Huynh is dedicated to helping you understand and choose the right coverage options, whether it's auto, home, renters, business insurance, and more. Navigating the complexities of insurance can be daunting, but with our straightforward approach, you can make informed decisions with confidence. Whether you're looking for comprehensive or collision coverage, our team is here to demystify the process and help you find the best car insurance for your budget. Start with an online quote and explore our discounts to save money.
19112 Gridley Road, Cerritos, California 90703, United States -
Wells Fargo Bank
● ClosedWelcome to Wells Fargo Bank, conveniently located at 18712 Gridley Road, Cerritos, California. As a trusted name in banking and financial services, we are dedicated to serving the Cerritos community with a comprehensive range of services tailored to meet your financial needs. Whether you're looking to manage your day-to-day banking, plan for the future, or access our on-site ATM for quick cash withdrawals and deposits, our team is here to assist you with personalized solutions and expert advice. Visit us today and experience the commitment to customer satisfaction and financial wellness that Wells Fargo is known for.
18712 Gridley Road, Cerritos, California 90703, United States -
Chase Bank
● ClosedWelcome to Chase Bank, conveniently located at 18801 Gridley Road, Cerritos, California 90703. As a leading financial institution, we offer a comprehensive range of services to meet your banking needs, including ATMs, personal and business banking, and financial solutions. At Chase, we are committed to helping you achieve your financial goals. Whether you're looking to manage your personal finances or grow your business, our team of dedicated professionals is here to provide expert guidance. With our Business Banking services, you receive personalized advice on improving cash flow, accessing credit solutions, and managing payroll efficiently. We also offer business credit cards, online and mobile banking services, and payment acceptance solutions tailored specifically for businesses.
18801 Gridley Road, Cerritos, California 90703, United States -
Citi
● ClosedWelcome to Citi, your trusted partner in banking and finance, conveniently located at 410 Los Cerritos Center, Cerritos, California. At Citi, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you are looking to open a new account, apply for a loan, or explore investment opportunities, our experienced team is here to guide you every step of the way. Our branch in Cerritos offers a welcoming and professional environment where you can confidently manage your finances. Visit us today and discover how Citi can help you achieve your financial goals with personalized solutions and expert advice. Your financial success is our priority.
410 Los Cerritos Center, Cerritos, California 90703, United States -
Comerica Bank
● ClosedWelcome to Comerica Bank, your trusted partner in banking and finance, conveniently located at 11355 South Street, Cerritos, California. At Comerica Bank, we are committed to providing exceptional financial services tailored to meet the unique needs of our community. Whether you are looking for personal banking solutions, business accounts, or wealth management services, our team of experienced professionals is here to guide you every step of the way. With a focus on customer satisfaction, we offer a range of products designed to help you achieve your financial goals. Visit us today and experience the Comerica difference, where personalized service and financial expertise come together to support your success.
11355 South Street, Cerritos, California 90703, United States -
East West Bank
● ClosedWelcome to East West Bank, located at 11812 South Street, Cerritos, California 90703. Established in 1973 by visionary leaders in Los Angeles’s Chinatown, our bank was created to provide support to immigrants who were overlooked by mainstream banks. This mission has shaped our journey and commitment to the community for over 50 years. Discover our story through "The Bridge," a compelling documentary from the East West Bank Foundation that highlights the resilience and achievements of the AAPI community in their pursuit of the American dream.
11812 South Street, Cerritos, California 90703, United States -
Farmers Insurance - Wiltrudes Bibera
● ClosedWelcome to Farmers Insurance - Wiltrudes Bibera, your trusted local insurance agency located at 11050 Artesia Boulevard, Cerritos, California. As a dedicated Farmers® agent, I am committed to helping you identify the insurance coverage that best suits your needs. Whether you're looking for auto, home, renters, or business insurance, my personalized approach and extensive experience ensure you understand all your coverage options. Navigating the complexities of insurance can be daunting, but I'm here to simplify the process. From comprehensive and collision coverage for your car to protecting your most valuable possession—your home—Farmers® has been a reliable partner for over 80 years. We offer competitive rates and multi-line insurance discounts to help you save.
11050 Artesia Boulevard, Cerritos, California 90703, United States -
Bank of America (with Drive-thru ATM)
● ClosedWelcome to Bank of America, conveniently located at 12221 Artesia Boulevard, Cerritos, California. As a trusted name in banking and finance, we are dedicated to providing exceptional financial services tailored to meet your needs. Our Cerritos branch offers a full range of banking solutions, including personal and business accounts, loans, mortgages, and investment services. For your convenience, we feature a drive-thru ATM, allowing you to access your funds and perform transactions efficiently without leaving your vehicle. Whether you're managing your daily finances, planning for your future, or seeking expert financial advice, our experienced team is here to assist you with professionalism and care. Visit us today and experience the Bank of America difference in a welcoming and customer-focused environment.
12221 Artesia Boulevard, Cerritos, California 90703, United States -
Wallis Bank
● ClosedWelcome to Wallis Bank, your trusted partner in banking and finance, conveniently located at 11900 South Street, Cerritos, California. At Wallis Bank, we are committed to providing exceptional financial services tailored to meet your unique needs. Whether you're looking to open a personal account, secure a loan, or manage your business finances, our experienced team is here to guide you every step of the way. We pride ourselves on offering personalized service, competitive rates, and innovative solutions to help you achieve your financial goals. Visit us today and experience the difference of banking with a community-focused institution that puts your needs first.
11900 South Street, Cerritos, California 90703, United States -
Farmers Insurance - Ria Schneider
● ClosedWelcome to Farmers Insurance - Ria Schneider, your trusted local insurance agency located at 11877 Del Amo Boulevard, Cerritos, California. As a dedicated Farmers® agent, Ria Schneider is committed to helping customers in Cerritos and the surrounding areas find the insurance coverage that best suits their needs. Whether you're looking for auto, home, renters, business insurance, or more, Ria offers expert guidance to make the process straightforward and personalized. Understanding your insurance options can be overwhelming, but with Ria's knowledge and experience, you can make informed decisions about coverage options like comprehensive and collision coverage, deductibles, medical payments, and more. Start by getting an online auto insurance quote and explore our range of discounts designed to help you save money.
11877 Del Amo Boulevard, Cerritos, California 90703, United States -
Evertrust Bank
● ClosedWelcome to Evertrust Bank, your trusted financial partner located at 11458 South Street, Cerritos, California. At Evertrust Bank, we are committed to providing exceptional banking and financial services tailored to meet your unique needs. Our experienced team is dedicated to helping you achieve your financial goals with a wide range of personalized solutions, including savings and checking accounts, loans, mortgages, and investment opportunities. Whether you're managing personal finances or growing a business, we pride ourselves on delivering reliable and innovative services with a focus on customer satisfaction. Visit us today to experience the difference of a community-focused bank that prioritizes your financial well-being. At Evertrust Bank, your trust is our top priority.
11458 South Street, Cerritos, California 90703, United States -
Enterprise Bank & Trust
● ClosedWelcome to Enterprise Bank & Trust, your trusted financial partner located in the heart of Cerritos, California. Situated at 12845 Towne Center Drive, our bank is dedicated to providing exceptional banking and financial services tailored to meet the unique needs of our community. Whether you're looking for personal banking solutions, business financing, or wealth management services, our experienced team is here to guide you every step of the way. At Enterprise Bank & Trust, we pride ourselves on building strong relationships with our clients, offering personalized service, and delivering innovative financial solutions. Visit us today and discover how we can help you achieve your financial goals with confidence and ease.
12845 Towne Center Drive, Cerritos, California 90703, United States -
Enterprise Bank & Trust
● OpenWelcome to Enterprise Bank & Trust, your trusted partner in financial success, conveniently located at 17785 Center Court Drive North, Cerritos, California. As a leading provider of comprehensive banking and financial services, we are dedicated to meeting the diverse needs of our community. Whether you're looking to manage your personal finances, grow your business, or plan for the future, our experienced team is here to offer personalized solutions and expert guidance. Our state-of-the-art ATM services ensure you have easy access to your accounts whenever you need it. At Enterprise Bank & Trust, we pride ourselves on fostering strong relationships with our clients and delivering exceptional service. Visit us today to experience a banking partner that truly understands your financial goals and aspirations.
17785 Center Court Drive North, Cerritos, California 90703, United States
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