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TOP 30 Professional m&a advisory in California
26 results found
A convenient service for searching for businesses, places and services
Louis N. Weckstein, M.D.
Louis N. Weckstein, M.D. is a renowned institution located at 100 Park Place in San Ramon, California, United States. Dr. Weckstein is a founding and senior partner, as well as a Reproductive Endocrinologist (REI) with a wealth of experience in the field of infertility. While he is not currently accepting new patients, his team at the Reproductive Science Center (RSC) is known for their professionalism, encouragement, and honesty in providing top-quality care to patients. Dr. Weckstein received his training in infertility at the University of California, Irvine and has since authored numerous publications and abstracts on IVF, PGT, and egg donation. He served as the medical and IVF director at RSC from 1995-2021 and continues to be actively involved in the field as a board member of US Fertility and the medical advisory board of Alife Health.
K & M Law, A Professional Law Corporation
K & M Law, A Professional Law Corporation, is a reputable legal institution located at 23297 South Pointe Drive in Laguna Hills, California. Specializing in various areas of law, our team of experienced lawyers are dedicated to providing high-quality legal services to our clients. Whether you are in need of representation for personal injury cases, family law matters, or estate planning, our firm is here to help. With a commitment to excellence and a track record of success, K & M Law is a trusted name in the legal community. Contact us today to schedule a consultation and discuss your legal needs.
M D Sassi & Co
M D Sassi & Co is a reputable health institution located at 5201 Great America Parkway in Santa Clara, California, United States. Dedicated to providing top-notch healthcare services, M D Sassi & Co offers a wide range of medical services to cater to the needs of its patients. With a team of experienced and skilled healthcare professionals, the institution is committed to delivering high-quality care and ensuring the well-being of all its patients. Whether you are in need of routine check-ups, specialized treatments, or emergency care, M D Sassi & Co is here to help you maintain your health and wellness.
Merrill Lynch Financial Advisor James M Below
Merrill Lynch Financial Advisor James M Below, located at 90 South E Street, Santa Rosa, California, United States, has been assisting individuals and small businesses in managing their wealth since 1985. With a focus on retirement plans such as 401(k), Profit Sharing, and Defined Benefit plans, Mr. Below holds several prestigious designations in the field. He is also a Retirement Benefit Consultant and Portfolio Manager, dedicated to helping clients achieve their financial goals. By utilizing the global resources of Merrill, Mr. Below and his team provide personalized service and build strong client relationships based on trust. Through conversations and personalized plans, they help clients navigate life changes and market fluctuations to pursue their aspirations. With a commitment to understanding each client's unique needs and priorities, Mr. Below offers customized investment strategies and comprehensive financial solutions. As a Merrill Lynch Wealth Management Advisor, he is dedicated to helping clients live their best financial lives and achieve their goals.
E M Capital Management, LLC
EM Capital Management, LLC is a finance institution located at 920 Country Club Drive, Moraga, California, United States. Founded in 2005, the firm specializes in investments, turnaround management, and restructuring, with a focus on emerging and frontier markets. With offices in San Francisco, California and Hong Kong, the company provides expertise in cross-border business ventures. EM Capital Management is a registered Foreign Institutional Investor with regulatory bodies in India and Vietnam. The firm offers professional services to investors, funds, family offices, entrepreneurs, and other financial stakeholders, with a particular emphasis on navigating the complexities of emerging markets. With a team of experienced professionals, including former finance ministers and securities regulators, EM Capital Management provides strategic advice and execution capabilities for clients seeking to invest in regions such as India, China, and Vietnam.
James M. Cha, CPA & Company, Professional Corporation
James M. Cha, CPA & Company, Professional Corporation is a reputable institution located at 3435 Overland Avenue in Los Angeles, California. Specializing in accounting, finance, and legal services, this firm offers expert guidance and support to individuals and businesses seeking professional advice in managing their finances and legal matters. With a team of experienced professionals, James M. Cha, CPA & Company is committed to providing top-notch services tailored to meet the unique needs of each client. Trustworthy and reliable, this institution is dedicated to helping clients achieve their financial and legal goals.
Tina M Hum Financial
Tina M Hum Financial is a finance institution located at 895 Dove Street, Newport Beach, California, United States. Tina Hum, a Certified Financial Planner™ Professional with over 30 years of experience, is the owner of TMH Financial Inc. Tina specializes in creating personalized retirement strategies for professionals and small business owners to help them achieve their financial goals. Tina received her B.A. in Economics with honors from the University of California at Irvine and became a Certified Financial Planner™ Professional in 1994. She holds various registrations and licenses through LPL Financial, a leading independent brokerage firm. Tina has received multiple awards and has been recognized as a Five Star Wealth Manager for several years.
Merrill Lynch Financial Advisor Shawna M Such
Merrill Lynch Financial Advisor Shawna M Such is a reputable finance institution located at 1000 Aviara Parkway in Carlsbad, California, United States. Specializing in providing expert financial advice and services, Shawna M Such and her team are dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, clients can trust Merrill Lynch Financial Advisor Shawna M Such for professional guidance and support in navigating the complexities of the financial world.
Alan M Brown, CPA
Alan M Brown, CPA is a reputable accounting and finance institution located at 1261 Sunset Drive in Vista, California, United States. With years of experience and expertise in the field, the institution offers a wide range of services including tax preparation, financial planning, and audit services. Their team of certified public accountants is dedicated to providing high-quality and personalized financial solutions to individuals and businesses alike. Whether you are looking for assistance with your taxes or need help with financial planning, Alan M Brown, CPA is the trusted partner you can rely on for all your accounting needs.
Rowan M Beach - Morgan Stanley
Rowan M Beach - Morgan Stanley is a prominent finance institution located at 555 California Street in the bustling city of San Francisco, California, United States. With a strong reputation in the financial industry, the institution offers a wide range of services including investment banking, wealth management, and advisory services. Clients can expect top-notch expertise and personalized financial solutions tailored to their individual needs. The institution's team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their financial future.
dawn m kirchner
Dawn M Kirchner is a reputable finance institution located at 800 Garden Street in Santa Barbara, California, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Dawn M Kirchner is known for its expertise in wealth management, investment planning, and financial advisory services. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Dawn M Kirchner is dedicated to providing top-notch financial services tailored to meet the unique needs of each client.
P M Tax & Financial Services
P M Tax & Financial Services is a reputable accounting and finance institution located at 11777 Bernardo Plaza Court in San Diego, California. Our experienced team of professionals offers a wide range of services including tax preparation, financial planning, and bookkeeping. We are dedicated to providing personalized and reliable solutions to meet the unique needs of our clients. Whether you are an individual or a business owner, you can trust P M Tax & Financial Services to help you achieve your financial goals. Contact us today to schedule a consultation.
Horning Audrey M CPA
Horning Audrey M CPA is a reputable accounting and finance institution located at 1919 Third Street in Livermore, California. With years of experience and expertise in the field, this institution offers a wide range of services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or auditing, Horning Audrey M CPA is dedicated to providing top-notch service and personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and professional, this institution is committed to helping clients achieve their financial goals and navigate the complexities of the financial world with ease.
M A Income Tax Services
M A Income Tax Services is a reputable accounting and finance institution located at 53980 Avenue Villa in La Quinta, California, United States. With a team of experienced professionals, they offer a wide range of services including income tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, M A Income Tax Services is dedicated to providing personalized and efficient financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.
A M Bookkeeping & Taxes
A M Bookkeeping & Taxes is a reputable accounting and finance institution located at 16325 Ria Drive in San Leandro, California, United States. With years of experience in managing bookkeeping and tax services, our team of professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or bookkeeping services, A M Bookkeeping & Taxes is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.
Mastermind North America
Mastermind North America is a top-tier car repair and store located at 14535 Valley View Avenue in Santa Fe Springs, California. Our skilled technicians are experts in diagnosing and fixing a wide range of automotive issues, ensuring that your vehicle is always running smoothly and safely. With a commitment to excellence and customer satisfaction, Mastermind North America is your go-to destination for all of your car repair needs. Visit us today and experience the difference of our professional service and quality workmanship.
Elyon Multi-Services
Elyon Multi-Services is a reputable finance and insurance agency located at 6207 Vermont Avenue in Los Angeles, California. Our dedicated team of professionals is committed to providing top-notch financial and insurance solutions to our clients. With years of experience in the industry, we offer a wide range of services including financial planning, investment advice, insurance coverage, and more. Whether you are looking to secure your financial future or protect your assets, Elyon Multi-Services is here to help. Visit us today to learn more about how we can assist you in achieving your financial goals.
Dr. Gregory Sahagian
Dr. Gregory Sahagian is a renowned doctor specializing in diagnosing and treating neuromuscular disorders at his institution in Temecula, California, United States. With expertise in conditions such as Myasthenia Gravis, Amyotrophic Lateral Sclerosis (ALS), Neuropathy, Myopathy, and Carpal Tunnel Syndrome, Dr. Sahagian is known for his proficiency in performing Electromyography/Nerve Conduction (EMG) studies and skin biopsies for nerve fiber analysis. Active in professional organizations such as the American Association of Neuromuscular and Electrodiagnostic Medicine, Dr. Sahagian also serves as the California State Liaison and a medical advisory board member of the Myasthenia Gravis Foundation of California. He has a wealth of experience, having acted as Program Chairman of the San Diego Neurologic Society and represented the Association of California Neurologists at various medical associations.
Peoples Tax & Business Services
Peoples Tax & Business Services is a trusted accounting and finance institution located at 7725 Stockton Boulevard in Sacramento, California. With a team of experienced professionals, we provide expert tax preparation, bookkeeping, and financial consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complexities of the financial world and achieve their financial goals. Contact us today to learn more about how we can assist you with your tax and business needs.
Rosas Tax Group
Rosas Tax Group is a trusted accounting and finance institution located at 7185 Navajo Road in San Diego, California. Our team of experienced professionals is dedicated to providing top-quality tax services and financial guidance to individuals and businesses in the United States. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Rosas Tax Group is here to help. Contact us today to schedule a consultation and take control of your finances.
DSG Insurance Services Inc
DSG Insurance Services Inc, located at 1340 Valley Vista Drive in Diamond Bar, California, is a reputable insurance agency with over 30 years of experience. Founded in 1986, DSG is a family-owned business that offers a comprehensive and 6-faceted approach to protecting and transferring wealth. President Tony Yu, who holds multiple professional designations, leads a team that works closely with clients' existing advisors to ensure their financial security. DSG is affiliated with M Financial Group and offers securities and investment advisory services through M Holdings Securities, Inc. Clients can trust DSG Family Legacy Insurance Solutions, Inc. to provide reliable and personalized service for all their insurance needs. Please note that the information provided on this site is for informational purposes only and should not be considered legal or tax advice. For more information, visit mfin.com/disclosure.
Global Wine Partners
Global Wine Partners is a finance institution located at 899 Adams Street in St. Helena, California, United States. Specializing in Merger & Acquisition Advisory services for the wine industry, they offer M & A Consulting, Business Valuations, Strategic Joint Ventures, and Wine Litigation & Expert Witness services. With a dedication to providing confidential and professional financial advice to business owners and management teams in the wine industry, Global Wine Partners has over 35 years of experience advising companies of all sizes, from marquee brands to family-owned estates. Their team of experts offers strategic and financial services to the wine industry, helping businesses sell brands, assets, and acreage. Through their Vinsights newsletter, they provide valuable insights on the real-world drivers of value in wine transactions. Whether you are a new investor or an established player in the industry, Global Wine Partners can provide the guidance you need to navigate the complexities of the wine business.
TriaGen Wealth Management
TriaGen Wealth Management is a finance institution located at 23801 Calabasas Road in Calabasas, California, United States. Our team of financial service professionals is dedicated to helping individuals, families, and businesses achieve financial clarity and confidence. We specialize in financial planning, portfolio management, and asset protection strategies to help you understand your financial big picture and maximize opportunities. Our goal is to create a lasting legacy for you and your family through a cohesive financial plan. Services offered through TriaGen Wealth Management LLC, a Registered Investment Advisor. Please note that trading instructions through email, fax, or voicemail will not be taken. Securities offered through M.S. Howells & Co., a registered broker/dealer. Advisory services offered through TriaGen Wealth Management. We do not offer legal or tax advice. Email communication is archived and subject to review. Check the background of our investment professionals on FINRA’s BROKER CHECK. For more information about our business practices, services, and fees, visit the SEC’s website. California Insurance Licenses held by Bryan Garris.
Madison Avenue Securities
Madison Avenue Securities, located at 13500 Evening Creek Drive North in San Diego, California, is a finance institution that offers a personalized approach to working with financial professionals. Unlike larger broker-dealers, Madison Avenue Securities partners with a select number of growth-minded individuals to provide quick and effective responses to their needs. Combining the services of a large broker-dealer and Registered Investment Advisor with a responsive and easy-to-work-with culture, Madison Avenue Securities aims to help businesses thrive. Their office hours are Monday to Thursday from 6 a.m. to 4 p.m. PST and Friday from 6 a.m. to 3 p.m. PST. Securities and Advisory Services are offered through Madison Avenue Securities LLC (MAS), a Registered Investment Adviser and Member FINRA/SIPC. Connect with Madison Avenue Securities to see how they can benefit your business.
MV Business Management
MV Business Management is a leading institution in the field of accounting and finance, located at 6475 Atlantic Avenue in Long Beach, California, United States. Specializing in real estate bookkeeping, notary public services, and business development, CEO Maria Velis brings over five years of experience to help businesses gain clarity and efficiency in their financial operations. Maria Velis founded M.V. Business Management with a mission to provide peace of mind to business owners seeking effective and streamlined business operations. With Associate’s Degrees in Administration & Information Systems, Communication, Media & Languages, and Humanities, Philosophy & Arts from California State University, Dominguez Hills, Maria is equipped to guide businesses towards success.
Collaborative Tax Partners, LLC
Collaborative Tax Partners, LLC is a tax planning, preparation, and representation institution located at 8885 Haven Avenue in Rancho Cucamonga, California. Specializing in complex tax situations, our team of professionals is dedicated to simplifying your tax picture, minimizing taxes, and providing advocacy before federal or state tax agencies. Our institution, a collaboration between Enrolled Agent Amber M. Storms and fiduciary Registered Investment Advisory firm RPA Wealth Management, offers solution-oriented tax services in Rancho Cucamonga. We aim to bring a big-picture perspective to your taxes, advocating for you and reducing the tax burden across all financial areas with strategies such as tax location, tax loss harvesting, 1031 exchanges, and diversification of business wealth.
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