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TOP 30 Private banking advisor in Long Beach, CA
27 results found
Search for local businesses, places and services near you
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis
Bank of America Private Client Advisor Nanette (Nan) M Salley-Gudaitis is a finance institution located at 333 South Hope Street, Los Angeles, California, United States. Nan Salley, CAIA®, is a Managing Director and Private Client Advisor with Bank of America Private Bank, overseeing approximately $5.3 billion in client balances. With a team of specialists, Nan provides tailored financial solutions for business owners, corporate executives, and families. She has extensive experience in trust and estate planning, wealth structuring, credit solutions, investment management, and philanthropic guidance. Nan is dedicated to helping clients achieve their financial goals, transfer wealth, fulfill philanthropic objectives, and minimize wealth transfer taxes with professionalism and sensitivity. She holds a bachelor's degree in economics and business from UCLA and an M.B.A. from USC Marshall School of Business. Nan is a Certified Trust and Fiduciary Advisor and serves on the board of directors for the Long Beach Symphony. The team at Bank of America Private Bank is committed to building strong client relationships based on trust and personal experience, offering personalized financial strategies to meet clients' needs and goals. With a history of over 200 years, Bank of America Private Bank helps individuals, families, businesses, and institutions achieve their financial objectives through innovative and disciplined financial strategies. Note that the institution does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions.
Merrill Lynch Private Wealth Advisor Andrew L Kopjak
Merrill Lynch Private Wealth Advisor Andrew L Kopjak, located at 520 Newport Center Drive in Newport Beach, California, offers industry-leading research and expert analysis to help you stay ahead in managing your financial priorities. As a finance institution, they provide customized services supported by the broad capabilities of a global institution, offering personalized attention for all aspects of your financial life. Their private wealth advisors are rigorously trained to meet your specialized needs with relationships based on trust and personalized service. They offer strategies designed to help you achieve your financial goals, with access to services and resources typically reserved for the world's largest institutions.
Bank of America Private Client Advisor Shane Boex
Bank of America Private Client Advisor Shane Boex, located at 500 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management solutions for high-net-worth individuals, multigenerational families, private business owners, entrepreneurs, and real estate investors across the Western United States. With 24 years of experience in the financial services industry, Shane takes a consultative approach to help clients reach their short- and long-term financial goals. He leads a team of specialists to provide tailored financial strategies in investment management, trust and estate planning, business transition, custom lending, and philanthropy. Shane's generational wealth management approach focuses on coordinating with Bank of America partners to ensure clients' financial objectives are met. He is actively involved in local leadership and volunteer initiatives within Bank of America, demonstrating a commitment to community engagement. With a strong background in financial planning and wealth management, Shane prioritizes understanding his clients' needs and goals before creating strategies to meet them. Bank of America Private Bank has a history of helping clients manage significant wealth through personalized solutions and resources to achieve financial objectives. By combining a disciplined approach with innovation, Bank of America Private Bank aims to guide clients through evolving markets and complexities in the financial landscape. Please note that by visiting the Bank of America Private Bank website, you may be directed to FINRA'S BrokerCheck. It is important to consult legal and tax advisors before making financial decisions, as neither Bank of America Private Bank nor its affiliates provide legal, tax, or accounting advice. Investing involves risk, and past performance does not guarantee future results. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.
Bank of America Private Client Advisor Nazanin Saidi
Bank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
Bank of America Private Client Advisor Heidi Lynn
Bank of America Private Client Advisor Heidi Lynn is a Managing Director with Bank of America Private Bank in Newport Beach, California. Specializing in serving high-net-worth clients with complex wealth management needs, Heidi utilizes her extensive analytical experience and personalized approach to help clients achieve their short and long-term financial goals. With a team of specialists in investment management, trust and estate planning, lending, and philanthropy, Heidi creates comprehensive wealth management plans tailored to each client's unique situation. Fluent in Japanese and holding the CERTIFIED FINANCIAL PLANNER™ certification, Heidi is dedicated to building transparent relationships and providing top-notch financial advice. The institution, located at 500 Newport Center Drive, Newport Beach, California, is committed to helping clients navigate the challenges of managing significant wealth and achieving their financial objectives. With a focus on innovation and personalized service, Bank of America Private Bank strives to make clients' goals a top priority.
Chase Bank
Welcome to Chase Bank, conveniently located at 2811 Firestone Boulevard, South Gate, California 90280. As a leading provider in ATM, banking, and finance services, Chase Bank is dedicated to meeting your personal and business financial needs. Business Banking Solutions: With Chase Business Banking, you gain access to a team of professionals who specialize in improving cash flow, providing tailored credit solutions, and managing payroll efficiently. Enhance your business operations with our comprehensive suite of services, including business credit cards, online and mobile banking, and payment acceptance solutions designed specifically for businesses.
Chase Bank
Chase Bank - Long Beach, California Welcome to Chase Bank, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a leading financial institution, we offer a comprehensive range of services to meet your banking and financial needs.
Chase Bank
Welcome to Chase Bank at 257 Pine Avenue, Long Beach, California 90802. Conveniently located at the intersection of Pine Ave and 3rd St, our newly renovated branch is here to serve your banking and financial needs. As a leading provider in the finance industry, we offer a wide range of services including ATMs, personal and business banking solutions, and investment opportunities. Our Business Banking services provide expert guidance to help improve your cash flow, offer credit solutions, and manage payroll. We also provide tailored online and mobile services, business credit cards, and payment acceptance solutions to meet your business needs.
Chase Bank
Welcome to Chase Bank, conveniently located at 401 East Ocean Boulevard, Long Beach, California 90802. As a leading provider in banking, finance, and ATM services, Chase Bank is committed to meeting the diverse financial needs of our community. At Chase, we offer a comprehensive range of financial services to both individuals and businesses. Our Business Banking division provides expert guidance from a team of professionals dedicated to helping you enhance cash flow, find credit solutions, and manage payroll efficiently. We also offer tailored business credit cards, online and mobile banking services, and payment acceptance solutions designed specifically for businesses.
City National Bank
Welcome to City National Bank, your trusted partner in finance and banking located at 100 Oceangate, Long Beach, California. As a premier financial institution, we pride ourselves on delivering concierge-style service to businesses of all sizes—from small startups to large enterprises. Our dedicated relationship managers bring years of experience and a personalized approach to meet your unique business banking needs. At our Long Beach private banking office, we are committed to supporting your vision of a rich and fulfilling life. Our seasoned wealth advisors work closely with each client to craft comprehensive financial plans aimed at achieving your specific goals. Whether it's personal banking, private banking, or business solutions, we offer a wide array of services including wealth management, brokerage, leasing, and innovative software solutions.
City National Bank ATM
City National Bank ATM - Long Beach Welcome to City National Bank ATM, conveniently located at 100 Oceangate, Long Beach, California 90802. As a cornerstone of financial services in the Long Beach community, we offer more than just banking; we provide a concierge-style service designed to meet the unique needs of each client. Whether you're a small business owner or managing an enterprise-level company, our dedicated and experienced Relationship Managers are here to support your financial journey.
Chase Bank
Welcome to Chase Bank, located at 675 East Artesia Boulevard, Long Beach, California 90805. Please note that this branch is temporarily closed. However, you can still schedule a phone meeting with a banker using the Chase Mobile® app or by visiting chase.com. Chase Bank is dedicated to providing comprehensive financial services tailored to meet your needs. Whether you're looking for personal banking solutions or business banking services, our experienced team is here to help. We specialize in improving cash flow, offering credit solutions, and managing payroll for businesses. Additionally, we provide online and mobile banking services, business credit cards, and payment acceptance solutions designed specifically for businesses.
Chase Bank
Welcome to Chase Bank, conveniently located at 3901 Atlantic Avenue, Long Beach, California 90807. As a leading financial institution, Chase Bank offers a comprehensive range of banking services, including ATMs, personal and business banking, and financial solutions tailored to your needs. Our Business Banking services provide expert guidance from a team of professionals dedicated to enhancing cash flow, offering credit solutions, and managing payroll effectively. We also offer a suite of online and mobile services, business credit cards, and payment acceptance solutions designed to support your business's unique requirements.
Chase Bank
Chase Bank - Long Beach, CA Welcome to Chase Bank located at 2240 East Carson Street, Long Beach, California 90807. As a leading financial institution, we provide a comprehensive range of banking and financial services tailored to meet the diverse needs of our clients. Whether you’re looking to manage your personal finances or enhance your business operations, Chase Bank is here to support you every step of the way.
Chase Bank
Welcome to Chase Bank, conveniently located at 2220 North Bellflower Boulevard, Long Beach, California 90815. As a leading provider of banking, finance, and ATM services, we are dedicated to meeting all your financial needs with a wide range of products and services. At Chase, we understand the importance of seamless financial management for both individuals and businesses. Our Business Banking services offer expert guidance from a team of professionals who specialize in enhancing cash flow, providing credit solutions, and managing payroll efficiently. We also offer online and mobile banking services, business credit cards, and tailored payment acceptance solutions to support your business operations.
Chase Bank
Welcome to Chase Bank, conveniently located at 6400 East Pacific Coast Highway, Long Beach, California 90803, United States. As a leading provider in the banking and finance sector, we offer a comprehensive range of financial services designed to meet your personal and business needs. At Chase Bank, we are dedicated to providing exceptional service through our ATM, banking, and finance solutions. Our business banking services offer expert guidance from a team of professionals who specialize in improving cash flow, providing tailored credit solutions, and managing payroll efficiently. We also offer a variety of online and mobile services, business credit cards, and payment acceptance solutions specifically designed to support your business growth.
Chase Bank
Welcome to Chase Bank, conveniently located at 6300 East Spring Street, Long Beach, California 90815. As a leading financial institution, Chase Bank offers a comprehensive range of services to meet your personal and business banking needs. Whether you're looking for a reliable ATM, banking solutions, or financial advice, our dedicated team is here to assist you. At this location, we specialize in Business Banking, providing expert guidance to help enhance cash flow, offer credit solutions, and manage payroll efficiently. Our tailored services include online and mobile banking, business credit cards, and payment acceptance solutions designed specifically for businesses.
Chase ATM
Welcome to Chase ATM, conveniently located at 940 Long Beach Boulevard, Long Beach, California 90813. As a trusted financial service provider, Chase ATM is here to meet your everyday banking needs with ease and efficiency. At Chase, we offer a comprehensive suite of financial services tailored to both individuals and businesses. Our Business Banking services provide expert guidance to help improve cash flow, offer credit solutions, and manage payroll effectively. With our robust online and mobile banking platforms, you can access your accounts and manage your finances anytime, anywhere.
Chase ATM
Welcome to Chase ATM located at 675 East Artesia Boulevard, Long Beach, California 90805. As a part of the renowned JPMorgan Chase & Co., our ATM provides convenient and secure access to your financial needs. Whether you need to withdraw cash, check your balance, or manage your accounts, our state-of-the-art ATM is available to assist you 24/7. At Chase, we are committed to providing exceptional financial services tailored to your needs. Our Business Banking team offers expert guidance on improving cash flow, credit solutions, and payroll management. We also provide online and mobile services, business credit cards, and payment acceptance solutions specifically designed for businesses.
Chase ATM
Welcome to Chase ATM located at 3901 Atlantic Avenue, Long Beach, California 90807, where we are dedicated to serving all your financial needs. As a trusted name in finance, Chase offers a wide range of services tailored to both personal and business banking. For our business clients, we provide expert guidance to help you enhance cash flow, find suitable credit solutions, and efficiently manage payroll. Our suite of services includes online and mobile banking, business credit cards, and payment acceptance solutions, all designed to support your business's growth and success.
Chase
Welcome to Chase, your trusted partner in banking and financial services, located at 4501 California 1, Long Beach, California 90804, United States. At Chase, we are committed to providing comprehensive financial solutions tailored to meet the needs of individuals and businesses alike. Our Services:
Chase ATM
Welcome to Chase ATM located at 4501 Pacific Coast Highway, Long Beach, California 90804. As a trusted financial institution, we are committed to providing you with a range of banking and financial services tailored to meet your needs. At this location, you can conveniently access your accounts and manage your finances with ease. Please note that the following pages are available only in English. Additionally, if you choose to apply for Chase products online, all account-related documents will also be available solely in English.
Chase ATM
Welcome to Chase ATM, conveniently located at 5200 2nd Street, Long Beach, California 90803. As a leading provider in the finance industry, we offer a wide range of financial services to meet your needs. Our ATM services provide easy access to your funds, allowing you to withdraw cash, check your balance, and perform other essential banking transactions at your convenience. Whether you're a local resident or just passing through Long Beach, our ATM is here to serve you 24/7.
Chase ATM
Welcome to Chase ATM, conveniently located at 2220 North Bellflower Boulevard, Long Beach, California 90815, United States. As a premier financial services provider, we are dedicated to meeting your banking needs with a wide array of services and solutions. At Chase, we understand the importance of managing your finances efficiently. Our ATM offers a hassle-free way to access your funds, check balances, and perform transactions 24/7. In addition to our ATM services, we provide comprehensive financial solutions tailored to both personal and business needs.
Chase ATM
Welcome to Chase ATM located at 6400 Pacific Coast Highway, Long Beach, California 90803. As a leading financial service provider, Chase offers a comprehensive range of products and services designed to meet your banking needs. Whether you're looking to manage your cash flow, explore credit solutions, or streamline payroll, our team of experienced business professionals is here to guide you every step of the way. At this location, you can access convenient ATM services to manage your finances with ease. We also offer a variety of online and mobile banking services, business credit cards, and payment acceptance solutions tailored specifically for businesses.
Chase ATM
Welcome to Chase ATM, conveniently located at 6300 East Spring Street, Long Beach, California 90815. As a trusted financial institution, Chase offers a wide range of services to meet your banking and financial needs. Whether you're looking to manage your cash flow, explore credit solutions, or handle payroll, our team of business professionals is here to provide expert guidance. At Chase, we cater to both personal and business banking needs with our robust online and mobile services. Our offerings include business credit cards and payment acceptance solutions tailored specifically for businesses. As a part of JPMorgan Chase & Co., we bring you investment products and services through J.P. Morgan Wealth Management, ensuring you have access to comprehensive financial solutions.
New Western
Welcome to New Western, your premier real estate agency located at 5120 Goldleaf Circle, Los Angeles, California. We specialize in providing investment-grade opportunities in the vibrant Los Angeles real estate market. Our curated inventory is designed for investors seeking properties that are perfect for short, mid, and long-term rentals, as well as fix-and-flip projects. Los Angeles, known for its entertainment industry and tech hubs, offers a diverse range of investment opportunities. With its stunning beaches, majestic mountains, and year-round sunshine, the city attracts a constant stream of tourists and a significant number of long-term renters. This makes it an ideal location for diversifying your rental portfolio.
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