Private lending industry in California
21 results found
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Flagstar Private Banking
● OpenFlagstar Private Banking is a prestigious financial institution located at 21255 Burbank Boulevard in the bustling city of Los Angeles, California, United States. As a leading bank in the industry, Flagstar Private Banking offers exclusive services tailored to meet the unique financial needs of high-net-worth individuals and families. With a team of experienced wealth management professionals, Flagstar Private Banking provides personalized solutions to help clients achieve their financial goals and preserve their wealth for future generations. Whether you are looking for investment advice, estate planning services, or customized lending solutions, Flagstar Private Banking is dedicated to providing unparalleled service and expertise to help you navigate the complexities of wealth management.
21255 Burbank Blvd #320, Woodland Hills, CA 91367, United States -
Nationwide Private Lending
● OpenNationwide Private Lending is a finance institution located at 200 Grapevine Road in Vista, California, United States. We specialize in providing private lending solutions to individuals and businesses nationwide. Our team of experienced professionals offers personalized financial services to help our clients achieve their goals. Whether you are looking for a loan to purchase a property or start a new business, Nationwide Private Lending is here to help. Contact us today to learn more about our flexible lending options and competitive rates.
200 Grapevine Rd #100, Vista, CA 92083, United States -
Bank of America Private Client Advisor Ashley Rochester
● OpenBank of America Private Client Advisor Ashley Rochester, located at 2049 Century Park East in Los Angeles, California, is a finance institution offering personalized wealth management services. As a Senior Vice President and Private Client Advisor II, Ashley provides expert advice and guidance to high-net-worth individuals and their families, with a focus on clients in the real estate, art, and sports and entertainment industries. With two decades of banking experience, Ashley is known for his efficient problem-solving skills and passion for connecting with clients to meet their unique needs. He leads a team of specialists to offer strategies in areas such as investment management, estate planning, and customized lending solutions for luxury acquisitions. In addition to his professional work, Ashley is actively involved in community organizations supporting youth education and sports programs. Bank of America Private Bank has a long history of helping clients manage significant wealth and achieve their financial goals. The institution values innovation and strives to provide clients with disciplined financial strategies for the present and future. Please note that by visiting the institution's website, you may be directed to external sites for additional information.
2049 Century Park E, Los Angeles, CA 90067, United States -
AE Lending Solutions
● OpenAE Lending Solutions is a premier finance institution located at 895 Dove Street in Newport Beach, California. Specializing in elite lending solutions for athletes and entertainers, we offer a concierge Private Bank experience tailored to the unique financial needs of our clients. Our custom and traditional loans come with flexible terms and the most competitive rates available, ensuring that our clients receive the best possible financial options. With a focus on fast, discrete, and cost-saving lending solutions, AE Lending Solutions is committed to providing top-notch service to our clients in the sports and entertainment industries.
895 Dove St #300, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Ryan Patrick Allen
● OpenMerrill Lynch Private Wealth Advisor Ryan Patrick Allen, located at 9595 Wilshire Boulevard in Beverly Hills, California, offers specialized services and industry-leading research to help clients stay ahead in managing their wealth. With a focus on personalized service and trust, the team at Merrill Private Wealth Management, led by Rebecca Rothstein, provides expertise in wealth management, tax minimization, and estate planning for affluent individuals, families, and institutions. The team, including Evan Rothstein, Herman Quispe, John Vukson, and Tim Leonard, offers a range of financial services, including investment analysis, asset allocation, lending, and insurance, to address the unique needs of high-net-worth clients. Jennifer, with her extensive operations experience, focuses on initial public offerings, insurance, and estate planning services. Recognized by top financial publications, the team at Merrill Lynch Private Wealth Advisor is dedicated to providing exceptional client service and helping clients achieve their wealth management goals.
9595 Wilshire Blvd #1000, Beverly Hills, CA 90212, United States -
Bank of America Private Client Advisor Dennard David Jackson
● OpenBank of America Private Client Advisor Dennard David Jackson is located at 333 South Hope Street in Los Angeles, California. As a Senior Vice President, Dennard brings a wealth of experience in personal banking, wealth management, and business banking to assist clients with a wide range of wealth management opportunities. Working closely with successful business owners and their families, Dennard helps simplify their financial lives and structure their financial legacies. He leads a team of specialists to provide clients with strategies including investment advice, asset management, business succession planning, lending solutions, and more. Dennard takes a thoughtful, forward-thinking approach to design wealth management strategies tailored to each client's priorities. With a background in finance from California State University, Northridge, Dennard has held various roles within the financial services industry before joining Bank of America Private Bank. The institution has a long history of helping clients manage significant wealth and achieve their financial objectives. They prioritize creating personalized strategies that aim to meet each client's needs, goals, and best interests now and in the future. Bank of America Private Bank values innovation and strives to help clients navigate evolving markets and financial landscapes. Please note that Bank of America Private Bank's website may redirect you to FINRA'S BrokerCheck for additional information.
333 S Hope St 23rd Floor, Los Angeles, CA 90071, United States -
Bank of America Private Client Advisor Shane Boex
● OpenBank 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.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Justin Vaicek
● OpenMerrill Lynch Private Wealth Advisor Justin Vaicek, located at 520 Newport Center Drive in Newport Beach, California, offers personalized, boutique-like services to individuals and families with complex wealth management needs. Justin integrates industry-leading research and expert analysis to help clients achieve their financial goals. With over 20 years of experience in capital markets, Justin provides tailored strategies across various client needs including investment management, executive services, trust and estate planning, and access to credit and lending. Working alongside Justin is Scott Smeltzer, who provides investment research and analysis to advance client goals. Scott's quantitative skills contribute to initiatives such as investment manager evaluation, security selection, and portfolio strategy. With a background in finance and certifications as a Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER, Scott brings a wealth of expertise to the team.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
J.P. Morgan Private Bank
● OpenWelcome 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.
222 Pacific Coast Highway, El Segundo, California 90245, United States -
ReProp Financial
● OpenReProp Financial, located at 735 4th Street, Eureka, California, is a finance institution specializing in residential loans for the purchase or refinance of single family or multi-family Non-Owner Occupied homes. Led by Glenn Goldan, our team is dedicated to funding underserved commercial real estate markets in the western United States. We work with brokers, banks, business owners, and individual investors to provide alternative lending solutions tailored to the specific needs of our clients. Our private money lending approach offers flexibility for acquiring loans for property purchases, construction projects, or property renovations. ReProp Financial also collaborates with brokers and bankers throughout the western U.S. to offer non-traditional loan options.
735 4th St, Eureka, CA 95501, United States -
Pacific Shore Capital
● OpenPacific Shore Capital is a premier institution specializing in accounting and finance, located at 5920 Friars Road in San Diego, California, United States. With a focus on individualized real estate lending, Pacific Shore Capital offers expertise in guiding clients to make the best investment decisions for their specific situations. With over $1 billion in loans funded and a combined 3 decades of experience, our small but expert team is dedicated to providing fast and efficient financing solutions for commercial and multifamily real estate investments. Our team at Pacific Shore Capital is committed to building lasting relationships with our clients, advocating for their long-term goals, and providing tailored financing solutions to meet their specific needs. Whether you are looking for adjustable or fixed rate financing, private money financing, construction loans, or guidance on multifamily investing, our team led by Krystle Moore and Mitch Pringer is here to help. With our industry-recognized integrity, creativity, and client advocacy, Pacific Shore Capital is the go-to institution for all your real estate financing needs.
5920 Friars Rd Suite 101, San Diego, CA 92108, United States -
Socotra Capital
● OpenSocotra Capital is a finance institution located at 2208 29th Street, Sacramento, California, United States. Since 2007, Socotra Capital has been providing direct hard money loans to meet the real estate needs of borrowers, brokers, and investors. They have gained a reputation as a proven partner in the industry, offering financing for projects that traditional lenders may not be able to support. Clients have praised Socotra Capital for their expertise, focus, and communication, making them a trusted choice for those seeking private financing. The institution specializes in providing fixed income secured by real estate, offering attractive risk-adjusted returns for investors looking to diversify their portfolios.
2208 29th St #100, Sacramento, CA 95817, United States -
Superior Loan Servicing
● OpenSuperior Loan Servicing, located at 7525 Topanga Canyon Boulevard in Los Angeles, California, is a finance institution offering a complete loan servicing solution for private lenders, brokers, and institutions. The institution provides services from the origination of the loan until it is paid off or the property is sold. With a user-friendly online portal and a bilingual customer service team, Superior Loan Servicing offers transparency, efficiency, and exceptional service to its clients. The institution's low-cost approach and transparent fee structure make it a popular choice among private lenders. Whether you need help with one loan or a hundred, Superior Loan Servicing can meet your needs. The institution's white label solutions ensure that your brand identity is maintained. Clients praise Superior Loan Servicing for its construction, participation, insurance monitoring, and online software capabilities, as well as its knowledgeable staff and responsive customer service. With over a decade of experience in the private lending industry, Superior Loan Servicing is dedicated to providing the best loan servicing experience for its partners. Visit their website and fill out a form to get started with Superior Loan Servicing today.
7525 Topanga Canyon Blvd, Canoga Park, CA 91303, United States -
Salas Financial
● OpenSalas Financial, located at 9320 Chesapeake Drive in San Diego, California, is a trusted leader in the private lending industry. Specializing in Trust Deed loan servicing, Salas Financial offers a comprehensive solution for borrowers. With a reputation for excellence, Salas Financial has provided loans for properties in various locations, including Bellingham, WA and El Centro, CA. Clients praise the team at Salas Financial for their exceptional customer service and professionalism, with many returning for years due to the simplicity and ease of working with the institution. Whether you are in need of a construction loan, financing for commercial properties, or assistance with cannabis operations, Salas Financial has the expertise to meet your needs. Offering hard money loans for business purposes, Salas Financial prides itself on its efficiency, integrity, and commitment to client satisfaction. With a focus on meeting the goals of clients, investors, and referring agents, Salas Financial is dedicated to providing top-notch service in the private lending industry.
9320 Chesapeake Dr #116, San Diego, CA 92123, United States -
Merrill Lynch Financial Advisor Randy J Taylor
● OpenMerrill Lynch Financial Advisor Randy J. Taylor, located at 1000 Aviara Parkway in Carlsbad, California, is dedicated to helping clients prioritize and pursue their financial goals. With 17 years of experience in the financial services industry, Randy holds the Chartered Retirement Planning Counselor designation and is committed to providing a disciplined, purposeful, and tax-efficient wealth management process. As the founding member of the Merrill Lynch Wealth Management team, “Taylor & Associates,” Randy works closely with business owners, executives, physicians, families, and beneficiaries of generational wealth. He believes in a team-based approach to provide clients with a robust client experience and has built a team of competent professionals to assist clients with their financial needs.
1000 Aviara Pkwy STE 200, Carlsbad, CA 92011, United States -
Merrill Lynch Financial Advisor Jason L Corzine
● OpenMerrill Lynch Financial Advisor Jason L Corzine is a finance institution located at 11811 Bernardo Plaza Court, San Diego, California, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team at Merrill Lynch is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Jason Corzine, a CERTIFIED FINANCIAL PLANNER™ certificant, leads the team with a focus on developing strategies and advice for individuals, families, and businesses. With a background in Economics and various leadership roles within the organization, Jason is dedicated to understanding his clients' short and long-term financial objectives.
11811 Bernardo Plaza Ct, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Justin B. Lacey
● OpenMerrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Carlos Mladineo
● OpenMerrill Lynch Financial Advisor Carlos Mladineo is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Lending services are provided through Bank of America, N.A. The institution offers personalized wealth analysis to help clients build a customized financial plan centered on their goals. With a team supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. The institution caters to a diverse group of affluent clients from various industries and backgrounds, including private business owners, venture-backed founders, corporate executives, and finance leaders. They provide comprehensive wealth management services tailored to reflect each client's unique circumstances, priorities, and values. The institution's approach is grounded in an extensive discovery process to create a clear picture of clients' financial situations and help them achieve their goals. They offer assistance with financing, estate planning, charitable giving, and more. The team at Merrill Lynch Financial Advisor Carlos Mladineo is dedicated to simplifying all aspects of their clients' financial lives and ensuring they are on track to achieve their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Jing & Company, an Accountancy Corp
● OpenJing & Company, an Accountancy Corp, located at 3093 Citrus Circle in Walnut Creek, California, is a professional accounting and finance institution. Our staff is highly trained and experienced in various accounting software, federal and state regulatory compliance requirements, industry benchmarks, and generally accepted accounting principles of the United States. We are dedicated to providing our clients with best practice solutions and innovative strategies to help them make strategic business decisions that increase profit and grow their business. Our services include improving the quality of financial information, offering fast and cost-efficient support for financial reporting needs, tax planning to minimize liability and maximize refunds, and providing accurate and timely financial information to aid in decision-making and business growth.
3093 Citrus Cir #135, Walnut Creek, CA 94598, United States -
Hii Mortgage Loans Arcata Ca
● OpenWelcome to Hii Mortgage Loans Arcata CA, your trusted local mortgage broker located at 684 Hidden Creek Road, Arcata, California 95521. We specialize in providing personalized financial solutions to help you achieve your real estate goals. Whether you're a first-time homebuyer or looking to refinance, we offer a range of mortgage options with competitive interest rates, low down payment requirements, and flexible underwriting procedures to ensure affordability and satisfaction. Our dedicated team is committed to guiding you through the entire mortgage process, ensuring transparency and understanding every step of the way. With our unparalleled expertise and unmatched dedication, we prioritize building sustainable relationships with our clients, offering tailored solutions even for those with challenging financial situations.
684 Hidden Creek Road, Arcata, California 95521, United States -
New Western
● OpenWelcome 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.
5120 Goldleaf Circle, Los Angeles, California 90056, United States
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