TOP 30 Portfolio management in Orange, California
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Utopia Property Management | Los Angeles, CA
● OpenUtopia Property Management in Los Angeles, California, offers expert management services for rental properties. With over 25 years of experience, our licensed professionals specialize in leasing, marketing, accounting, and day-to-day management. We provide comprehensive services to help property owners fill vacancies, increase revenues, and manage expenses efficiently. From single units to large portfolios, we cater to the needs of individual owners, investors, and investment firms. Our team is dedicated to providing top-quality service at competitive rates, utilizing advanced technology to streamline processes. We are registered and licensed with the California Department of Real Estate, ensuring compliance with DRE and HOA policies. Serving areas like Orange County, West Hollywood, Culver City, and Sherman Oaks, we are a trusted choice for property management in the Greater Los Angeles area.
6080 Center Drive, 6th Floor, Los Angeles, CA 90045, United States -
Orange Court Apartments
● OpenOrange Court Apartments, located at 1419 South Orange Avenue in Fullerton, California, is a gated community with a refreshing pool for residents to enjoy the sunny southern California weather. Each unit at Orange Court Apartments comes with covered garage parking and access to convenient on-site laundry facilities. Established in 1991, Spectrum Real Estate Services, Inc. manages this property with a hands-on approach, ensuring that the unique needs of each resident are met. Experience comfortable and convenient living at Orange Court Apartments.
1419 S Orange Ave, Fullerton, CA 92833, United States -
Key Breeze Property Management
● ClosedKey Breeze Property Management, located at 34148 Pacific Coast Highway in Dana Point, California, is a real estate agency dedicated to helping clients maximize the value of their rental portfolios. Our team of rental specialists uses proven strategies to generate impressive returns while taking care of day-to-day rental management needs. We provide full-service property management across South Orange County, from Dana Beach to Mission Viejo and San Clemente. Our team markets rental homes using traditional advertising and digital property listings, schedules showings, handles applications, and answers questions for prospective tenants.
34148 Pacific Coast Hwy B, Dana Point, CA 92629, United States -
Promise Property Management
● ClosedPromise Property Management is Southern California's Premier Property Management Company located at 323 North Coast Highway in Oceanside, California. We take pride in aggressively marketing our properties using traditional and digital advertising tools to connect with a wide audience. Our rigorous tenant screening process ensures that only the best tenants are placed in your property. We handle all maintenance tasks, process repair requests, and ensure that the work is done correctly. Our experienced team manages all accounting needs and ensures that rent checks are disbursed on time. At Promise Property Management, we prioritize great service and aim to treat everyone with respect and helpfulness. Our team is responsive to emails and phone calls, always ready to assist you with any inquiries. We work hard to keep our clients compliant with housing ordinances and legislation to minimize liability. With a focus on delivering dependable results without sacrificing integrity, we make managing your rental property stress-free.
323 N Coast Hwy suite d, Oceanside, CA 92054, United States -
Orange County Investment Group
● ClosedOrange County Investment Group, located at 10540 Talbert Avenue in Fountain Valley, California, is a reputable finance institution that has been providing expert investment management and unbiased financial planning services since 2003. With a focus on diversified portfolios, ongoing management, specialized products, cost analysis, resource management, and asset preservation, our experienced team has successfully served over 250 clients. We take pride in catering to multiple family generations and have a diverse set of clientele. Our investment professionals are registered with FINRA and offer securities and advisory services through LPL Financial, a registered investment advisor. Residents of California, Florida, Maine, Nevada, Texas, Arizona, New Mexico, Utah, Washington, Wyoming, New Jersey, Oregon, and Alabama can benefit from our services.
10540 Talbert Ave # 270W, Fountain Valley, CA 92708, United States -
Ulivi Wealth Management
● OpenUlivi Wealth Management is a leading financial institution located at 369 South Glassell Street in Orange, California, United States. Specializing in wealth management, our team of experienced professionals offers personalized financial solutions to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Ulivi Wealth Management is dedicated to providing expert guidance and exceptional service. Contact us today to learn more about how we can help you secure your financial future.
369 S Glassell St, Orange, CA 92866, United States -
Romero Wealth Management, Inc.
● ClosedRomero Wealth Management, Inc. is a prestigious finance, health, and insurance agency located at 2520 North Santiago Boulevard in Orange, California, United States. Recognized as one of Forbes Best-In-State Wealth Advisors from 2018 to 2022, Daniel Romero, CFP®, has also been acknowledged as a top wealth advisor by Forbes and LPL Financial. Additionally, he has been recognized by the Financial Times as a top retirement plan advisor and is certified by the Centre for Fiduciary Excellence, LLC (CEFEX). At Romero Wealth Management, Inc., we prioritize understanding our clients to create tailored investment portfolios based on their needs and risk tolerance. Our holistic approach to personal wealth management allows us to identify how different components interact and address any threats to overall financial wellness. We specialize in helping plan sponsors navigate the complexities of 401(k) plan administration and ensure compliance.
2520 N Santiago Blvd, Orange, CA 92867, United States -
5400 Orange Ave Investments
● Open5400 Orange Ave Investments is a finance institution located at 1605 South Mountain Avenue in Ontario, California, United States. We specialize in providing a wide range of investment services to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and comprehensive financial solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, 5400 Orange Ave Investments is here to help. Contact us today to schedule a consultation and start building a brighter financial future.
1605 S Mountain Ave, Ontario, CA 91762, United States -
Sarale Studio Llc
● ClosedSarale Studio LLC is a premier beauty salon, hair care, and spa located in Orange, California. Our experienced team of professionals is dedicated to providing top-notch services to help you look and feel your best. From haircuts and styling to facials and massages, we offer a wide range of treatments to cater to your individual needs. Visit us at 1010 North Batavia Street to experience the ultimate pampering experience at Sarale Studio LLC.
1010 N Batavia St # D, Orange, CA 92867, United States -
Direct Business Supply
● ClosedDirect Business Supply is a one-stop shop for all your office supply needs. Conveniently located at 2737 Via Orange Way in Spring Valley, California, this store offers a wide range of products including paper, pens, folders, printer ink, and more. Whether you are a small business owner or just need supplies for your home office, Direct Business Supply has everything you need to keep your workspace organized and efficient. With friendly staff and competitive prices, this store is the go-to destination for all your office supply needs.
2737 Via Orange Way, Spring Valley, CA 91978, United States -
Cambridge Court Apartments
● ClosedCambridge Court Apartments, located at 1350 North Cambridge Street in Orange, California, offers a convenient and comfortable living experience. Situated near retail centers and the 55 freeway, these apartments provide easy access to amenities and transportation. The gated pool and gazebo, garage parking, and on-site laundry facilities make for a relaxing and convenient living environment. Spectrum Real Estate Services, Inc., the property management company established in 1991, ensures that each client's needs are met with a hands-on approach. Please note that the actual unit available may differ from the images displayed.
1350 N Cambridge St, Orange, CA 92867, United States -
Khosrow Mahdavi
● OpenKhosrow Mahdavi is a leading health institution located at 101 The City Drive South in Orange, California. Dr. Khosrow Mahdavi is a highly respected doctor who specializes in providing exceptional healthcare services to patients in the United States. With a focus on personalized care and innovative treatments, Khosrow Mahdavi is dedicated to helping individuals achieve and maintain optimal health. Patients can trust in the expertise and compassion of Dr. Mahdavi and his team for their healthcare needs.
101 The City Dr S Bldg. 23, Orange, CA 92868, United States -
Elite Advisory Group, LLC.
● ClosedElite 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 -
Halbert Hargrove Global Advisors
● ClosedHalbert Hargrove Global Advisors is a finance institution located at 3200 Park Center Drive, Suite 550 in Costa Mesa, California. They offer a range of services including investing, tax planning, retirement planning, and life-based event planning. Their office is conveniently located for Orange County clients, just off the intersection of the 405 and 55 freeways. Nearby landmarks include South Coast Plaza, the Orange County Museum of Art, and Segerstrom Center for the Arts. Free parking is available for clients. The Costa Mesa office opened in 2018 and serves clients locally and throughout the country. Halbert Hargrove Global Advisors was ranked No. 8 on the 2023 CNBC Financial Advisor 100 list. Their methodology for ranking includes analyzing core data points from AccuPoint Solutions' proprietary database of registered investment advisors. The team at Halbert Hargrove is dedicated to helping clients attain well-lived todays and tomorrows through their comprehensive wealth management services.
3200 Park Center Dr Suite 550, Costa Mesa, CA 92626, United States -
World Financial Group Inc
● OpenWorld Financial Group Inc is a renowned financial institution located at 1835 West Orangewood Avenue in Orange, California, United States. Specializing in finance, World Financial Group Inc offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Financial Group Inc is dedicated to providing top-notch financial advice and solutions to its clients. Whether you are looking for investment opportunities, retirement planning, insurance coverage, or wealth management, World Financial Group Inc is here to help you navigate the complex world of finance and secure your financial future.
1835 W Orangewood Ave, Orange, CA 92868, United States -
U.S. Bancorp Investments - Financial Advisors: John Chipian
● ClosedU.S. Bancorp Investments - Financial Advisors: John Chipian is a renowned finance institution located at 500 South Main Street in Orange, California, United States. With a team of experienced financial advisors led by John Chipian, they provide expert guidance and personalized investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or save for the future, U.S. Bancorp Investments is dedicated to helping you make informed decisions and secure your financial future.
500 S Main St, Orange, CA 92868, United States -
Apex Financial Services Group
● ClosedApex Financial Services Group is a leading finance institution located at 500 North State College Boulevard in Orange, California, United States. Our team of experienced professionals is dedicated to providing expert financial advice and solutions to help our clients achieve their financial goals. Whether you are looking to invest, save for the future, or plan for retirement, we offer a wide range of services tailored to meet your individual needs. Trust Apex Financial Services Group to be your partner in financial success.
500 N State College Blvd Suite #1100, Orange, CA 92868, United States -
Martin A. Shapiro , CFP, MSFS
● ClosedMartin A. Shapiro, CFP, MSFS is a reputable finance institution located at 500 North State College Boulevard in Orange, California, United States. Specializing in financial planning and wealth management, Martin A. Shapiro offers expert advice and personalized solutions to help clients achieve their financial goals. With a Certified Financial Planner (CFP) designation and a Master of Science in Financial Services (MSFS) degree, Martin A. Shapiro is dedicated to providing top-notch financial services to individuals and businesses in the Orange area. Trust Martin A. Shapiro for all your financial needs and secure a prosperous financial future.
500 N State College Blvd Suite #1100, Orange, CA 92868, United States -
Ametrine Financial & Insurance Services
● ClosedAmetrine Financial & Insurance Services is a leading finance institution located in Orange, California, United States. Our dedicated team of experts provides a wide range of financial and insurance services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we offer personalized solutions to meet the unique needs of our clients. Visit us at 1122 East Lincoln Avenue to learn more about how we can help you secure your financial future.
1122 E Lincoln Ave, Orange, CA 92865, United States -
Pacific Investment Research
● ClosedPacific Investment Research is a leading finance institution located at 942 East Chapman Avenue in Orange, California, United States. With a strong reputation for excellence in investment research and financial analysis, Pacific Investment Research provides comprehensive services to help clients make informed decisions about their investments. Our team of experienced professionals is dedicated to delivering high-quality research and recommendations to help clients achieve their financial goals. Whether you are an individual investor or a large corporation, Pacific Investment Research is committed to providing personalized and strategic financial solutions tailored to your specific needs. Trust in Pacific Investment Research for expert guidance and support in navigating the complex world of finance.
942 E Chapman Ave, Orange, CA 92866, United States -
Guardian Financial Partners
● ClosedGuardian Financial Partners, located in Orange, California, is a finance institution dedicated to serving as your personal fiduciary. With a focus on your interests, well-being, and success, our founding partners strive to provide top-notch advisory services to clients. As a Registered Investment Adviser, we ensure that our representatives are properly licensed to offer the best financial advice. Our team of experts at Guardian Financial Partners manages clients' accounts using a variety of investment techniques and strategies to help them achieve their financial goals. While past performance is not indicative of future results, we work diligently to minimize risk and maximize returns for our clients. For more information about our services, fees, and background, please refer to our Form ADV and Form CRS documents. Trust Guardian Financial Partners to be your trusted partner in financial success.
635 E Chapman Ave, Orange, CA 92866, United States -
Mark Stickney - Associate Financial Advisor, Ameriprise Financial Services, LLC
● ClosedMark Stickney is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 333 City Boulevard West in Orange, California. As a trusted member of the Ameriprise team, Mark is dedicated to helping clients achieve their financial goals through personalized planning and expert advice. With a focus on building long-term relationships and providing comprehensive financial solutions, Mark is committed to helping clients secure their financial future. Contact Mark Stickney today to schedule a consultation and take the first step towards financial success.
333 City Blvd W 3rd Fl, Orange, CA 92868, United States -
Forresters Financial Partners
● OpenForresters Financial Partners is a reputable finance institution located in Orange, California, United States. With a team of experienced financial advisors, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or estate planning, Forresters Financial Partners is dedicated to providing personalized solutions tailored to your unique needs. Trustworthy, reliable, and committed to client satisfaction, Forresters Financial Partners is your partner in financial success.
Orange, CA 92868, United States -
Edward Jones - Financial Advisor: Akhil Pruthi
● OpenEdward Jones - Financial Advisor: Akhil Pruthi is a reputable finance institution located at 1467 North Wanda Road in Orange, California, United States. With a focus on providing personalized financial planning and investment services, Akhil Pruthi and his team strive to help clients achieve their financial goals and secure their futures. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Akhil Pruthi offers expert guidance and support every step of the way. Trustworthy, knowledgeable, and dedicated, Akhil Pruthi is committed to helping clients make informed decisions and build a solid financial foundation for themselves and their families.
1467 N Wanda Rd # 175, Orange, CA 92867, United States -
Valic
● OpenValic is a reputable finance institution located at 333 South Anita Drive in Orange, California, United States. With a strong presence in the financial industry, Valic offers a wide range of financial services and products to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Valic has a team of experienced professionals ready to assist you. Visit their office in Orange today to learn more about how Valic can help you secure your financial future.
333 S Anita Dr # 875, Orange, CA 92868, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 750 The City Drive South in Orange, California, United States. With a strong reputation for providing top-notch financial planning and insurance services, Northwestern Mutual is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual offers a wide range of products and services to meet your needs. Trust in Northwestern Mutual for expert guidance and personalized solutions to help you build a secure financial future.
750 The City Dr S #420, Orange, CA 92868, United States -
William Suvoy - Prudential Financial
● OpenWilliam Suvoy - Prudential Financial is a reputable finance and insurance agency located at 155 North Riverview Drive in Anaheim, California. With a strong focus on providing top-notch financial services and insurance solutions, our institution is dedicated to helping clients secure their financial futures. Our team of experienced professionals is committed to providing personalized guidance and support to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, William Suvoy - Prudential Financial is here to help. Visit us today to learn more about our services and how we can assist you in protecting and growing your wealth.
155 N Riverview Dr #103, Anaheim, CA 92808, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 236 West Orange Show Road in San Bernardino, California, United States. With a strong presence in the financial industry, Raymond James offers a wide range of services including investment management, financial planning, and wealth management. Their team of experienced professionals work closely with clients to provide personalized solutions to help them achieve their financial goals. Whether you are looking to grow your investments or plan for retirement, Raymond James Financial Services is dedicated to providing quality financial services to meet your needs.
236 W Orange Show Rd STE 101, San Bernardino, CA 92408, United States -
Edward Jones - Financial Advisor: Hayley N Beard
● ClosedEdward Jones - Financial Advisor: Hayley N Beard is a well-respected finance institution located at 963 Orange Avenue in Coronado, California. Hayley N Beard is a trusted financial advisor who is dedicated to helping her clients achieve their financial goals. With a personalized approach to financial planning, she provides expert advice on investments, retirement planning, and wealth management. Whether you are looking to build your savings, plan for the future, or secure your financial legacy, Hayley N Beard and Edward Jones are here to help. Visit their office in Coronado or contact them to schedule a consultation today.
963 Orange Ave, Coronado, CA 92118, United States -
Merrill Lynch Financial Advisor Martha Sanchez Cannady
● ClosedMerrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States
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