TOP 30 Private investment companies in California

469 results found

Treehaven Investment Properties, Inc. is a premier real estate investment firm located at 2523 Ridge Road in Berkeley, California. Specializing in acquiring and managing high-quality residential and commercial properties, Treehaven Investment Properties, Inc. is dedicated to providing exceptional real estate opportunities for investors and tenants alike. With a commitment to professionalism, integrity, and superior customer service, Treehaven Investment Properties, Inc. stands out as a trusted and reliable partner in the real estate industry. Contact us today to learn more about our diverse portfolio of investment properties and how we can help you achieve your real estate goals.

LFA Private Wealth Management is a premier financial, health, and insurance agency located at 438 Ignacio Boulevard in Novato, California. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for investment advice, health insurance options, or risk management solutions, we are here to provide personalized and comprehensive services tailored to your needs. Trust LFA Private Wealth Management to protect and grow your wealth, health, and security.

Brewer Law Firm - Investment Recovery Counsel is a prestigious law firm located in San Diego, California. Specializing in investment recovery, their team of experienced lawyers is dedicated to helping clients recover their losses from fraudulent or negligent investment practices. With a focus on providing personalized and strategic legal representation, Brewer Law Firm is committed to achieving the best possible outcomes for their clients. Located at 10620 Treena Street, San Diego, they serve clients throughout California and beyond. If you are in need of expert legal guidance in investment recovery matters, Brewer Law Firm is the trusted choice for top-notch counsel.

Arise Private Wealth is a reputable finance institution located at 550 Silver Spur Road in Rolling Hills Estates, California, United States. Specializing in wealth management and financial planning services, Arise Private Wealth offers tailored solutions to help clients achieve their financial goals and secure their financial future. With a team of experienced and knowledgeable financial advisors, clients can trust in the expertise and personalized attention provided by Arise Private Wealth. Whether it's retirement planning, investment strategies, or estate planning, Arise Private Wealth is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Zepponi & Company is a leading financial institution located at 200 4th Street in Santa Rosa, California, United States. With a strong reputation for providing top-notch financial services, Zepponi & Company offers a wide range of investment and wealth management solutions tailored to meet the unique needs of each client. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized advice and strategic planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Zepponi & Company is committed to delivering exceptional service and results.

Peak Consulting is a premier finance institution located in Lafayette, California, dedicated to taking companies to the next level. With a team of experienced professionals, Peak Consulting provides expert financial guidance and strategic advice to help businesses reach their full potential. Whether it's optimizing financial performance, developing growth strategies, or navigating complex financial challenges, Peak Consulting is committed to delivering personalized solutions that drive success. Visit us at 779 Moraga Road to learn how Peak Consulting can help elevate your business to new heights.

Stratz & Company Financial Services is a reputable finance institution located at 180 South Lake Avenue in Pasadena, California. With a team of experienced professionals, they offer a wide range of financial services including investment management, retirement planning, estate planning, and more. Their commitment to providing personalized and tailored financial solutions sets them apart in the industry. Whether you are an individual looking to grow your wealth or a business seeking financial guidance, Stratz & Company Financial Services is dedicated to helping you achieve your financial goals.

Pacific 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.

Levered Company is a finance institution located at 26570 Agoura Road in Calabasas, California, United States. Specializing in leveraging strategies, they provide expert financial services to help individuals and businesses maximize their investments and achieve their financial goals. With a team of experienced professionals, Levered Company is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, manage risk, or plan for the future, Levered Company is committed to helping you succeed in the world of finance.

Bank of America Private Client Advisor Rui (Ray) Xie is a finance institution located at 555 California Street, San Francisco, California, United States. Tune in at 2:00 PM EST on Monday and Friday for the latest insights. The institution takes the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals, and best interests now and in the future. With over 200 years of experience, Bank of America Private Bank has helped clients manage significant wealth by providing personalized approaches and utilizing the resources of Bank of America. Whether you are looking to preserve wealth, build philanthropic legacies, or plan for future growth, their commitment is to make your goals their priority. They pride themselves on their history, serving clients' best interests, and their continual pursuit of innovation in a constantly transforming world. By providing disciplined financial strategies and a bridge across generations, they help clients anticipate and respond to evolving markets and financial complexities. Please note that by leaving the Bank of America Private Bank's website, you will be directed to FINRA’S BrokerCheck. The institution strives to provide information about products and services that you may find interesting and useful through relationship-based ads and online behavioral advertising. If you prefer not to have this information used, you may opt out of online behavioral advertising. Keep in mind that investing involves risk, and past performance does not guarantee future results. It is recommended to consult legal and tax advisors before making any financial decisions. Bank of America, N.A., and U.S. Trust Company of Delaware do not serve in a fiduciary capacity with respect to all products or services. Fiduciary standards do not apply in certain situations, such as offering credit solutions, banking, custody, or brokerage products/services.

Baird Global Investment Banking is a leading middle-market finance institution located at 4 Main Street, Los Altos, California, United States. With over 500 banking associates working as one global team, Baird collaborates across geographies, products, and sectors to help clients achieve great outcomes. Specializing in advisory and financing services, Baird assists publicly traded companies, private companies, entrepreneur-owned businesses, and private equity firms worldwide in achieving their unique objectives. The institution advises buyers and sellers on mergers, acquisitions, and other M&A transactions globally. Baird's investment banking group operates on a single profit and loss statement, promoting teamwork and collaboration for clients. With a dedicated Financial Sponsor group, Baird offers significant private equity perspectives and relationships to every M&A process. The institution also executes equity financing transactions for clients, including IPOs and follow-on offerings, with global distribution capabilities through its institutional sales and trading team. Baird's industry and M&A bankers work together to provide innovative capital solutions to clients, analyzing and optimizing capital structures and structuring and raising capital for various purposes. The institution's global team of investment banking professionals delivers in-depth sector expertise, transaction experience, and industry relationships to clients worldwide. Baird is known for its exceptional work environment and is consistently recognized as one of the Fortune 100 Best Companies to Work For®.

Kathryn Calderon - Private Client Advisor is a finance institution located at 50 West San Fernando Street, San Jose, California, United States. Services offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, working with you to create personalized investment management strategies to help you reach your financial objectives. With a focus on market shifts and life stages, the institution's experienced team makes key decisions based on asset allocation, risk evaluation, and portfolio construction. They offer direct access to decision makers and provide a range of investment options, including alternative investments such as environmental, social, and governance (ESG) funds. Operating Monday through Friday, the institution's wealth advisors are available to assist with your wealth management needs. BMO Wealth Management, including BMO Bank N.A., BMO Family Office, and BMO Delaware Trust Company, offers a range of services to help you achieve your financial goals. Please note that estate planning and legal advice are not provided by BMO Bank N.A. and its affiliates. Banking products are subject to approval and are provided by BMO Bank N.A. Member FDIC.

Ridgeline Private Wealth Management is a finance institution located at 400 West Ventura Boulevard in Camarillo, California, United States. We offer a flexible and customizable planning approach to help you achieve your financial goals with confidence. Our dedicated team is committed to helping investors thrive and succeed, ensuring that your unique needs are met. We provide investment products and services through Wells Fargo Advisors Financial Network, LLC, and insurance products through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that our services may not be available in all states or countries, so please consult with us for more information. Follow us on social media for updates and valuable insights, and remember to review the terms and conditions before visiting any third-party websites.

Bank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.

Alliance Investment Group is a leading finance institution located at 811 Wilshire Boulevard in the bustling city of Los Angeles, California, United States. With a team of experienced professionals, Alliance Investment Group offers a wide range of financial services to help clients achieve their investment goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Alliance Investment Group is committed to providing personalized solutions tailored to your unique needs. Trust in Alliance Investment Group to guide you towards financial success.

Merrill Lynch Private Wealth Advisor Ryan C Moore, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. The team of private wealth advisors at Merrill Private Wealth Management is dedicated to meeting specialized needs with trust and personalized service. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, focuses on serving executive and corporate clients by aligning client goals with tailored financial solutions. With experience at J.P. Morgan’s Private Bank and Hambrecht & Quist’s Investment Bank, Diane provides services such as pre & post liquidity planning, corporate financial services, and trust and estate planning. She is actively involved in the community and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list.

The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.

OCM Investments LLC is a finance institution located at 333 South Grand Avenue in Los Angeles, California, United States. Specializing in investment management and financial advisory services, OCM Investments LLC is committed to helping clients achieve their financial goals through strategic planning and prudent investment decisions. With a team of experienced professionals and a track record of success, OCM Investments LLC is a trusted partner for individuals and businesses looking to grow and protect their wealth.

Merrill Lynch Private Wealth Advisor Brandon T. Asher, located at 2815 Townsgate Road, Westlake Village, California, offers industry-leading research and expert analysis to help clients stay ahead. The Miller | Asher Group specializes in working with ultra-affluent clients, many of whom are family-owned or privately-held business owners. Their mission is to provide a boutique-like, concierge-style wealth advisory experience, including comprehensive wealth management, estate planning services, and tax-minimization strategies. Their private wealth advisors are rigorously trained to meet specialized needs with personalized service. Clients have access to services typically reserved for large institutions, with a focus on a goals-based wealth management approach. Merrill Private Wealth Management is committed to providing highly personalized service to a select group of clients, helping them develop multigenerational wealth strategies and investment insights.

Paulson Investment Company, LLC is a prestigious finance institution located at 2600 Michelson Drive in Irvine, California, United States. With additional offices in Portland, New York, Beverly Hills, San Francisco, Chicago, St. Petersburg, Memphis, and New Jersey, Paulson Investment Co Inc has been a trusted investment banking firm specializing in the small to mid-cap markets for over 50 years. Committed to helping clients achieve their strategic and financial goals, the institution has built a strong reputation for vision, integrity, and innovation. With a focus on long-term relationships and enduring values, Paulson Investment Co Inc is dedicated to leveraging its capital markets capabilities to provide top-notch financial services to its clients.

Alpha Global Investments is a leading finance institution located in the heart of San Diego, California. Our team of experienced professionals specialize in providing innovative investment solutions tailored to meet the unique needs of our clients. With a commitment to excellence and a focus on delivering superior results, Alpha Global Investments is dedicated to helping individuals and businesses achieve their financial goals. Visit us at 1660 Hotel Circle North to learn more about our comprehensive range of services and how we can help you maximize your investment potential.

PERLE, GAUTSCHI & COMPANY is a prestigious financial institution located at 2429 West Coast Highway in Newport Beach, California. With a focus on providing top-notch financial services to their clients, the team at PERLE, GAUTSCHI & COMPANY is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or estate planning, their experienced professionals are here to assist you every step of the way. Trust PERLE, GAUTSCHI & COMPANY to provide you with expert guidance and personalized solutions to secure your financial future.

Welcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.

ATM Machine at Good Company Barbershop Welcome to the ATM Machine at Good Company Barbershop, conveniently located at 2680 State Street, Carlsbad, California 92008. Our ATM service offers a seamless and secure financial solution for both individuals and businesses in the area. Whether you're in need of quick cash or exploring opportunities in the ATM business, we are here to assist you.

Arrowroot Family Office is a finance institution located at 1107 Investment Boulevard in El Dorado Hills, California, United States. We specialize in empowering families and entrepreneurs through comprehensive financial solutions. At Arrowroot Family Office, each client is assigned an entire team based on their individual financial planning needs and goals. Unlike many investment advisory firms, we are not influenced by private equity owners or shareholders solely focused on profits. Our multidisciplinary group of advisors collaborates with high net worth individuals, entrepreneurs, families, and family offices to help them achieve their financial goals. Your success is our purpose at Arrowroot Family Office. Visit us at 4553 Glencoe Ave, Suite 200, Marina del Rey, CA 90292.

Salon Eight Thirty Seven is a luxurious beauty salon and spa located at 837 Irving Street in the heart of San Francisco, California. Our expert team of stylists and spa therapists are dedicated to providing top-notch hair care and beauty services to our clients. At Salon Eight Thirty Seven, we offer a wide range of services including haircuts, coloring, styling, facials, massages, and more. Our goal is to help you look and feel your best, whether you're getting ready for a special event or simply treating yourself to some pampering.

HUB International's Santa Barbara Insurance office has a rich history in the community, dating back to the 19th century. Originally known as Caesar & Seider Insurance, it was recognized as the oldest insurance agency in Santa Barbara. In 1999, Talbot acquired Caesar & Seider before joining the Hub International family in 2004. The institution expanded further in 2009 with the acquisition of Ogilvy-Hill Insurance Services, which has roots tracing back to 1887. Located at 40 East Alamar Avenue in Santa Barbara, California, HUB International offers a wide range of insurance products and services tailored to the unique needs of its Central Coast clients. These include property and casualty insurance, life and health insurance, employee benefits, risk management solutions, retirement plan consulting, and private wealth management.

TRC Financial is an independent insurance agency located in Irvine, California, United States. With a focus on life, disability, and long-term care insurance, we help our clients protect their wealth and preserve their legacies. Our experienced team specializes in structuring and administering large life insurance portfolios for entrepreneurs, affluent families, and institutions. We have decades of experience in underwriting and managing custom insurance solutions for our clients, offering proprietary products not available in the retail market. As an independent firm, we provide unbiased advice to our clients and their advisors, with direct access to insurance carrier products and designs. Our long-standing relationships with clients are built on trust and exceptional service. We offer innovative benefit plans and investment accounts to help clients achieve tax-deferral on investment gains and transfer wealth to future generations.

HUB International Insurance Services Inc. in Thousand Oaks, California, is a leading finance and insurance agency located at 2393 Townsgate Road. Our office is comprised of several local insurance agencies that have joined forces to better serve our clients and employees. With a diverse team of professionals specializing in industries such as manufacturing, construction, gaming, financial services, real estate, restaurants, and more, we offer a wide range of insurance products including business insurance, workers compensation, professional liability, bonding, employee benefits, and individual medical plans. Additionally, we provide services for private clients and personal lines insurance. Securities are offered through Cambridge Investment Research Inc., while advisory services are provided by Cambridge Investment Research Advisors, Inc. Insurance services are offered through HUB International. Please note that Cambridge and HUB International are not affiliated.

Discovery Isle Preschool, located at 1655 South Rancho Santa Fe Road in San Marcos, California, is a top-rated school dedicated to providing high-quality education and care to children in the surrounding communities. Our Links to Learning curriculum ensures that children are prepared for success in elementary school and beyond, by focusing on academic, social, and emotional development. Our experienced teachers create a stimulating environment where children can explore and learn through play. Many of our graduates continue their education at The Rhoades School in Encinitas. Spring Education Group, our parent company, is backed by Primavera Holdings Limited, an investment firm based in Hong Kong with operations in China, Singapore, and the United States. Parents are consistently impressed with the dedication and creativity of our teachers in keeping their children motivated and engaged.