Personalized financial planning for individuals in Long Beach, California

Merrill Lynch Financial Advisor Gabriel W Pate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations. By listening to your priorities and concerns, they can help you create a personalized financial plan that aligns with your life goals and legacy aspirations. With a focus on behavioral finance, they utilize the Investment Personality Assessment to tailor their approach to your individual preferences. Whether you are planning for retirement, saving for a milestone, or considering wealth transfer, Merrill Lynch is committed to helping you pursue what matters most to you. Their team of experienced professionals, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Contact Merrill Lynch Financial Advisor Gabriel W Pate to start designing a personalized plan to achieve your financial goals.

Silvana E. D'Anna - UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California. As a branch of UBS Financial Services Inc., we offer a wide range of wealth management services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized advice and investment solutions tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Timothy P. Scudder is a reputable finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a focus on providing personalized financial planning and investment services, Timothy P. Scudder and his team at Merrill Lynch are dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Merrill Lynch Financial Advisor Timothy P. Scudder is committed to providing expert guidance and support every step of the way.

Christine Telish - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to assist you every step of the way. Trust Christine Telish - UBS Financial Services Inc. to provide you with top-notch financial services tailored to your individual needs.

The Sabaugh Group - UBS Financial Services Inc. is a prestigious financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for excellence in the finance industry, The Sabaugh Group offers a wide range of financial services to its clients. From investment management to wealth planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to providing personalized and tailored solutions, The Sabaugh Group is a trusted partner for all your financial needs.

Asset Plan Partners is a leading finance institution located in Newport Beach, California. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized asset management and strategic planning. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide tailored solutions to meet your needs. Visit us at 3300 Irvine Avenue to learn more about how Asset Plan Partners can help you secure your financial future.

Merrill Lynch Financial Advisor Julia Ngo, located at 520 Newport Center Drive in Newport Beach, California, is dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. Julia Ngo offers personalized wealth management strategies tailored to each client's unique needs and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Julia Ngo and her team strive to build strong client relationships based on trust and personalized service. By understanding each client's financial situation and priorities, Julia Ngo works to create a customized investment approach that reflects their personality and helps them navigate the complexities of the financial markets. Whether clients are planning for retirement, saving for a home, or funding a child's education, Julia Ngo is committed to helping them achieve their goals and manage investment risk. With a focus on staying on track and adjusting financial approaches as life changes, Julia Ngo is dedicated to helping clients live their best financial life.

Pamela Lee Carter, CFP, CRPC, CEPA at UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California. Specializing in comprehensive financial planning, investment strategies, and retirement planning, Pamela Lee Carter and her team provide personalized services to help clients achieve their financial goals. With a focus on wealth management and asset protection, they offer a wide range of services to individuals, families, and businesses. Contact Pamela Lee Carter at UBS Financial Services Inc. for expert financial advice and guidance.

Merrill Lynch Financial Advisor Tino J Pagano, located in Newport Beach, California, is a finance institution dedicated to building meaningful relationships with affluent families, professionals, business executives, and entrepreneurs. With over three decades of experience, Tino Pagano offers personalized wealth management strategies to help clients grow, preserve, and transfer their wealth. As a graduate of the University of Southern California and a former walk-on for the football team, Tino understands the needs of his clients, including women who may take on financial responsibilities at various stages of their lives. By simplifying the complex wealth management process and working seamlessly with other advisors, Tino strives to provide a superior level of service to every relationship. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Tino helps clients develop personalized financial plans centered on their goals and priorities. With access to the global resources of Merrill and Bank of America, Tino and his team are committed to building strong client relationships based on trust and personalized service. Whether clients are planning for retirement, funding education, or passing wealth to future generations, Tino's mission is to understand their unique needs and help them achieve their financial goals. By staying informed of changes in clients' lives and the financial markets, Tino works to keep clients on track to pursue what matters most to them. With a focus on personalized investment strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor Tino J Pagano is dedicated to helping clients live their best financial lives.

Continental Specialty Insurance and Income Tax has been serving the Long Beach community for over 31 years. Located at 4130 Atlantic Avenue in California, this institution is a trusted accounting, finance, and insurance agency. With a strong track record of providing top-notch services, Continental Specialty Insurance and Income Tax is dedicated to helping individuals and businesses with their financial needs. Whether you are looking for insurance coverage or need assistance with income tax preparation, you can rely on the expertise and professionalism of this established institution.

KDL Tax & Financial is a reputable institution located at 5150 Pacific Coast Highway in Long Beach, California, specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing top-notch financial advice and tax solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust KDL Tax & Financial for all your accounting and financial needs.

Long Beach Tax Center is a reputable accounting and finance institution located at 2009 Orange Avenue in Long Beach, California, United States. Our experienced team of professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. Whether you need help with tax preparation, filing, planning, or any other financial services, we are here to assist you every step of the way. Trust Long Beach Tax Center for all your accounting and finance needs.

Welcome to Long Beach Bookkeeping - Lily Tax, your trusted partner in accounting and finance solutions. Conveniently located at 1124 East Pacific Coast Highway in Long Beach, California, we specialize in helping both individuals and businesses manage the complexities of financial management and taxation with ease and precision. At Lily Tax, we know that accurate and timely financial records are the backbone of any successful enterprise. Our team of experienced and professional bookkeepers is dedicated to delivering customized bookkeeping services that cater to the specific needs of your business. Whether you're a small startup or an established company, we are here to ensure your financial records are in perfect order, allowing you to focus on what you do best.

Welcome to Michelle Marilag Bartolome: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Long Beach, California. Situated at 161 West Victoria Street, we are committed to empowering individuals and families to achieve financial independence and peace of mind. Our comprehensive range of services includes personalized financial strategies, life insurance, investment opportunities, and debt management solutions tailored to meet your unique needs and goals. At Michelle Marilag Bartolome: Primerica, we pride ourselves on our client-centric approach, ensuring that you receive the highest level of service and expertise. Whether you are planning for a secure future, managing your assets, or seeking insurance protection, our experienced team is here to guide you every step of the way. Visit us today and take the first step towards a brighter financial future.

Welcome to Cota Financial, your trusted partner in navigating the path to homeownership. Located on the 8th Floor of 1 World Trade Center in Long Beach, California, we are committed to providing you with the tools and information you need to secure your dream home swiftly and efficiently. Whether you're a first-time homebuyer or a seasoned property investor, our team will explore all available options to offer you the best possible solutions tailored to your needs. Understanding the growing demand for property purchases across various locations, Cota Financial is proudly licensed in multiple states, with plans for further expansion. Our user-friendly website allows you to complete a secure online application in just a few minutes, ensuring a seamless experience from start to finish.

Welcome to Marcus Lynn Tyrone: Primerica - Financial Services, your trusted partner in financial planning and insurance solutions located in the heart of Long Beach, California. Situated at 3605 Long Beach Boulevard, our dedicated team is committed to empowering individuals and families with the knowledge and tools needed to achieve financial security and peace of mind. As a leading finance and insurance agency, we specialize in providing personalized strategies that cater to your unique financial goals. Whether you're looking to secure your future with comprehensive insurance coverage, plan for retirement, or explore investment opportunities, our expert advisors are here to guide you every step of the way.

Welcome to 7 Figures Funding Long Beach, your trusted partner in financial growth and success. Located at 111 West Ocean Boulevard, Long Beach, California, our firm specializes in providing tailored financial solutions that empower businesses and individuals to achieve their financial goals. Our dedicated team of experts is committed to offering personalized service, whether you are looking for business funding, investment opportunities, or financial planning. With a deep understanding of the financial landscape and a passion for helping our clients succeed, 7 Figures Funding Long Beach is your go-to resource for comprehensive financial support. Visit us today to discover how we can help you navigate your financial journey with confidence.

Welcome to Frank Parlato - Palomar Financial Services, your trusted partner in financial success, located in the heart of Huntington Beach, California. At our conveniently situated office at 15061 Springdale Street, we are dedicated to providing personalized financial solutions tailored to meet your unique needs. Our team of experienced professionals is committed to guiding you through the complexities of financial planning, investment strategies, and wealth management. At Frank Parlato - Palomar Financial Services, we believe in building long-lasting relationships with our clients, grounded in trust, transparency, and integrity. Whether you are an individual seeking to secure your financial future, a family planning for major life events, or a business aiming for growth and sustainability, we offer a comprehensive range of services to help you achieve your goals.

Neff & Associates Insurance Services is a reputable insurance agency located in Pismo Beach, California. With a commitment to providing exceptional service and personalized insurance solutions, our team of experienced professionals is dedicated to helping clients protect what matters most. Whether you are looking for coverage for your home, auto, business, or life insurance needs, Neff & Associates Insurance Services is here to help. Visit us at 330 James Way to learn more about our comprehensive insurance options and how we can assist you in securing the right coverage for your unique needs.

Keir Jones - State Farm Insurance Agent is a reputable insurance agency located at 5150 East Colorado Street in Long Beach, California. Serving communities throughout Arizona, Nevada, Oregon, and California, our dedicated team focuses on building relationships, community involvement, and making insurance a positive experience for our clients. Specializing in auto, life, and health insurance, we are committed to serving the Long Beach area and beyond. With over 30 years of experience in insurance and financial services, our team is actively involved in giving back to the community through various initiatives such as supporting local schools, LGBTQ centers, and chamber of commerce. As part of our commitment to serving our clients, we offer personalized insurance solutions tailored to individual needs. Whether you are looking for auto insurance, life insurance, or health insurance, our licensed and trained staff is here to help you make informed decisions to protect what matters most to you. In addition to in-person appointments, we also offer virtual appointments for your convenience.

Welcome to Beth Bettger - State Farm Insurance Agent, located at 20220 State Road in Cerritos, California. Our insurance agency is conveniently situated on the corner of Del Amo Blvd and State Rd next to the 605 freeway. We offer a wide range of insurance services, including car, life, health, and more. Whether you're a resident of Cerritos, Long Beach, Lakewood, Bellflower, or anywhere in the Greater Los Angeles Area, we are here to assist you with your insurance needs. Beth Bettger, the State Farm Agent, brings years of experience and a passion for helping clients protect what matters most to them. Born and raised in California, Beth obtained her B.A. in Marketing from Sonoma State University and currently resides in Huntington Beach with her husband. She values spending time with family and living an active lifestyle. Beth and her team are dedicated to providing personalized insurance solutions tailored to each individual's unique needs.

David Misiego - State Farm Insurance Agent is a reputable insurance agency located at 227 20th Street in Newport Beach, California. As the proud owner of this agency licensed in California, Arizona, and Nevada, I am passionate about helping individuals and small business owners protect what matters most to them. Our one-stop shop offers a variety of insurance services including auto, home, business, and life insurance, as well as retirement and insurance planning. We believe in providing top-notch service and customer satisfaction, which is why we offer free insurance reviews and 24/7 State Farm customer service. Our experienced team is dedicated to helping you with all your insurance needs. Whether you are looking for a car insurance quote or business insurance planning services, we are here to assist you. Contact us today for more information and guidance on securing your financial future.

Located at 471 Old Newport Blvd in Newport Beach, California, Steve Ferraro - State Farm Insurance Agent is a trusted insurance agency with over 30 years of experience in the industry. As a second-generation State Farm Agent, Steve is dedicated to helping individuals and businesses protect what matters most to them. Offering a range of insurance products to meet diverse needs, Steve is committed to providing exceptional service to his customers. Whether you're in Newport Beach, Costa Mesa, Huntington Beach, Corona Del Mar, Newport Coast, Irvine, or even in other states like California, Nevada, Arizona, and Oregon, Steve is here to help you navigate the complexities of insurance.

Farmers Insurance - Erica Morrison is an insurance agency located at 1750 El Camino Real, Grover Beach, California, United States. Erica Morrison, the owner, is a local resident who is passionate about helping people protect their assets and plan for their future. With years of experience in insurance, Erica and her licensed bilingual staff are dedicated to providing personalized and straightforward insurance solutions for auto, home, renters, business, specialty, and life insurance. The agency also supports the local community by sponsoring classrooms, charity events, and partnering with local organizations. Whether you need comprehensive coverage, renters insurance, business insurance, or financial planning, Erica Morrison and her team are here to help. Contact them today for a review of your current policies and to discuss your insurance needs.

Susanto Insurance Agency is a trusted insurance provider located at 1725 East 7th Street in Long Beach, California. As an established insurance agency, we offer a wide range of insurance products and services to meet the needs of our clients. Our team of experienced agents is dedicated to helping individuals and businesses find the right insurance coverage at competitive rates. Whether you are looking for auto, home, life, or business insurance, Susanto Insurance Agency is here to provide personalized solutions to protect what matters most to you. Contact us today to learn more about our insurance options and how we can help you secure your future.

Julio Sandoval Mortgage Advisor is a trusted financial institution located at 4401 Atlantic Avenue in Long Beach, California, United States. Specializing in mortgage advising, Julio Sandoval and his team provide expert guidance and personalized solutions to help clients navigate the complex world of home loans. With a commitment to excellent customer service and a deep understanding of the local real estate market, Julio Sandoval Mortgage Advisor is the go-to destination for individuals looking to secure the best mortgage options for their needs. Whether you are a first-time homebuyer or a seasoned investor, Julio Sandoval Mortgage Advisor is dedicated to helping you achieve your financial goals.

Vonk Digital, LLC. is a mortgage website platform located at 101 North Acacia Avenue in Solana Beach, California, United States. They offer a turnkey, hosted, content-rich platform exclusively for mortgage brokers, lenders, branches, and individual LO's. Their service is highly praised for its professionalism and exceptional support. With Vonk Digital, you can easily customize your website for different campaigns or products, use their online 1003 system, and integrate with your favorite CRM and tools. Their platform helps you establish business credibility, generate leads, and increase conversions with fully customizable forms and lead funnels.

Lever Law – A One Law Corporation company is a reputable institution located at 200 Pine Avenue, Long Beach, California, United States. Specializing in bankruptcy law, Lever Law helps clients navigate the bankruptcy process and achieve financial freedom. From Chapter 7 to Chapter 13 cases, the experienced attorneys at Lever Law provide personalized debt solutions to protect the rights and interests of their clients. With affordable fees and a free consultation, Lever Law is dedicated to helping individuals achieve a brighter financial future. The institution offers a range of resources, including a video center, to educate clients on the benefits of bankruptcy and how to stop creditor harassment. Contrary to popular belief, bankruptcy does not have to be a shameful experience and can provide a fresh start for individuals struggling with debt. Lever Law emphasizes the importance of financial planning and debt relief to help clients rebuild their credit and secure a stable financial future.

Tabitha Pennington - State Farm Insurance Agent is a reputable insurance agency located at 1327 Post Avenue in Torrance, California. Specializing in Auto Insurance, Home Insurance, Life Insurance, and Business Insurance, they offer personalized and extensive reviews of their customer's insurance needs. The team at Tabitha Pennington - State Farm is dedicated to providing efficient and professional services to clients in the Greater Los Angeles Area, including Long Beach, South Bay, and the San Fernando Valley. The agency is led by Tabitha Pennington, who started her State Farm journey in 2017 and established her own agency in 2019. With a background in finance and entrepreneurship, Tabitha is committed to customer satisfaction and building strong relationships with her clients. The team also includes experienced professionals like Angie, Tracy, and other dedicated individuals who are passionate about serving the community.

Erica Ruiz - State Farm Insurance Agent is a well-established insurance agency located at 4412 East 7th Street, Long Beach, California. With over 20 years of experience in the industry, Erica Ruiz is dedicated to providing exceptional service and expertise to her customers. Located at the corner of 7th Street and Ximeno, across from Wilson High School, Erica offers a wide range of insurance services including auto insurance, home insurance, renters insurance, life insurance, health insurance, business insurance, and more. As a wife and mother of three, Erica brings a unique perspective to the insurance industry and is passionate about helping individuals and families find the right coverage for their needs. With a commitment to giving back to the community, Erica sponsors youth sports teams and is an active member of the Long Beach Chamber of Commerce.