TOP 30 Private investment companies in Irvine, California

7 results found

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.

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.

Zeppos Law Group LLP is a reputable law firm located in Irvine, California, specializing in providing expert legal counsel to privately-held businesses of all sizes throughout Southern California. With a team of highly qualified attorneys, Zeppos Law Group LLP offers personalized service at a reasonable cost to meet the diverse needs of its clients. The firm offers a wide range of transactional services to assist businesses in their day-to-day operations, from the inception of a business to exit planning. With a multi-disciplinary approach to real estate matters, Zeppos Law Group LLP utilizes its real estate, tax, and in-house experience to help clients maximize the return on their real estate investments.

Financial Life Settlements, Inc. is an insurance agency located at 1 Post, Irvine, California, United States. We offer a private and professional approach to help clients market and sell their life insurance policies to the secondary market. Our team provides access to multiple funders and uses technology to streamline the process for our clients. Many individuals may not realize that there is a third option beyond surrendering a life insurance policy or continuing to pay premiums until death. We help clients understand the true market value of their policy through a thorough analysis of their existing policy and life expectancy determination.

EP Wealth Advisors, located at 18301 Von Karman Avenue in Irvine, California, is a finance institution dedicated to helping clients achieve their financial goals. As an independent financial advisor, EP Wealth brings a planning-based approach to address each client's unique needs. Their fee-only approach ensures objectivity in investment recommendations. With a personalized touch and deep expertise, clients can focus on what matters most. EP Wealth offers a wide range of wealth management services, including financial planning, investment management, tax and estate planning, and more. Clients work closely with a team of Certified Financial Planners, tax professionals, and portfolio managers to create a personalized financial plan. Regular portfolio reviews and updates ensure that clients stay informed and on track to meet their goals.

Curve Capital LLC is a finance institution located at 7545 Irvine Center Drive in Irvine, California, United States. Specializing in investment management and financial services, Curve Capital LLC offers a wide range of solutions for individuals and businesses looking to grow and protect their assets. With a team of experienced professionals and a commitment to personalized service, clients can trust Curve Capital LLC to help them achieve their financial goals.

ZKCO - Zarrinkelk, Kashefipour & Co. is a prestigious accounting and finance institution located at 2875 Michelle Drive, Irvine, California, United States. As a member of the CLA Global network, they offer investment advisory services through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA Global is an international organization of independent accounting and advisory firms, with each network firm being a member of CLA Global Limited, a UK private company limited by guarantee. Please note that CLA (CliftonLarsonAllen LLP) is an independent legal entity and is not an agent of any other member of CLA Global Limited. They are solely responsible for their own actions and services provided to clients. The institution upholds high standards of professionalism and expertise in the field of accounting and finance.