Real estate advisors in City of Industry, CA
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University of Southern California: Business Office
● ClosedThe University of Southern California's Business Office is located at 3500 South Figueroa Street in Los Angeles, California. As part of the university, the Business Office offers a variety of programs and services, including the Master of Business Taxation for Working Professionals, GC in Library and Information Management, and the Lloyd Greif Center for Entrepreneurial Studies. The institution is known for its commitment to ethical leadership and decision making, as well as its strong ties to industry leaders in real estate, banking, and entertainment. The USC Marshall School of Business, housed within the university, offers a range of graduate programs, including Full-Time MBA, Executive MBA, Part-Time MBA, and One-Year MBA programs. These programs are designed to prepare students for success in a rapidly changing business world, with a focus on innovation, technology, and global leadership.
3500 S Figueroa St #210b, Los Angeles, CA 90089, United States -
The Don Pelletier Group - Real Estate Agent
● ClosedThe Don Pelletier Group is a reputable real estate agency located at 12636 High Bluff Drive in San Diego, California. With over 36 years of experience and a track record of successfully representing over 2,200 San Diego home sellers and buyers, Don Pelletier has established himself as a trusted professional in the real estate industry. The institution prides itself on its advanced systems and processes, including a unique 'pilots checklist' that ensures structure, consistency, and positive outcomes for clients throughout the transaction process. The team at The Don Pelletier Group is committed to providing the most up-to-date local market knowledge, cutting-edge marketing efforts, and exceptional customer service to every client.
12636 High Bluff Dr #400, San Diego, CA 92130, United States -
Maher Advisors
● OpenMaher Advisors is a leading real estate agency located at 1101 Vintage Avenue in St. Helena, California. Our team, led by Managing Director & Founder Sean Maher, has decades of experience in the consumer industry, specifically in mergers & acquisitions, strategic advisory, and real estate sectors. Sean has been involved in over $2 billion in M&A transactions and has worked with prestigious clients such as LVMH, MetLife, and Jackson Family Wines. Aspect Consumer Partners, a division of Maher Advisors, offers consumer companies and brands unparalleled support and expertise to help them succeed in the long term. Contact us at (707) 963-8266 for more information. Securities transactions are conducted through StillPoint Capital, Member FINRA/SIPC in Tampa, FL. Please visit FINRA Broker Check for more information on our Registered Representatives.
1101 Vintage Ave, St Helena, CA 94574, United States -
In Touch Financial Services LLC
● ClosedIn Touch Financial Services LLC, located at 6465 San Pablo Avenue, Oakland, California, is a boutique finance institution offering expertise in Real Estate, Mortgage Lending, and Investment services. With over 28 years of experience, the dedicated team at In Touch is committed to managing clients' assets for growth and creating lasting wealth. As fiduciaries, they work directly with clients to develop personalized plans aligned with their unique financial goals. The experienced real estate agents at In Touch can simplify the home buying or selling process, providing guidance, market knowledge, and professional representation to ensure a successful outcome. In addition, the knowledgeable loan advisors assist borrowers in obtaining mortgages by offering support from pre-qualification to closing, helping clients navigate through the complexities of the lending process.
6465 San Pablo Ave # 1-1, Oakland, CA 94608, United States -
Morling Financial Advisors
● OpenMorling Financial Advisors is a highly acclaimed finance institution located at 39355 California Street in Fremont, California, United States. With a track record of excellence, we have been recognized by Financial Advisor Magazine’s RIA Ranking for several consecutive years as one of the top financial advisors in San Francisco. Our team of experienced advisors works diligently to create personalized financial plans tailored to your current situation and long-term goals, taking into consideration your taxes and personal values. Specializing in equity compensation, real estate, private equity, and more, we provide unique solutions and resources for managing your financial assets. As a fiduciary firm, we always act in the best interests of our clients, offering independent advice and a high level of customization. Our expertise in various industries and clientele allows us to deliver exceptional service and results. Partner with Morling Financial Advisors to secure your financial future and focus on what truly matters to you.
39355 California St #201a, Fremont, CA 94538, 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 -
Thomas Ahola Real Estate Advisor
● OpenThomas Ahola Real Estate Advisor is a leading real estate agency located at 3 Monarch Bay Drive in Dana Point, California, United States. With years of experience in the industry, Thomas Ahola and his team offer expert advice and guidance to clients looking to buy or sell properties in the area. Whether you are a first-time homebuyer or a seasoned investor, they are dedicated to helping you navigate the real estate market with ease. Trust Thomas Ahola Real Estate Advisor to provide personalized service and achieve your real estate goals.
3 Monarch Bay Dr Suite 100, Dana Point, CA 92629, United States -
Legacy Investments & Real Estate
● ClosedLegacy Investments & Real Estate is a finance and real estate agency located at 1906 21st Street, Sacramento, California, United States. Our primary focus is guiding real estate investors through the 1031 Exchange process, helping them identify and secure replacement properties that align with their investment goals. With a team holding both real estate and securities licenses, we offer a unique perspective and access to high-quality replacement property options. Our dedication to ongoing education and industry advancements ensures that we can best serve our clients' specific needs. Testimonials from satisfied clients speak to our commitment to providing exceptional service and guidance throughout the investment process. With over 30 years of experience in commercial real estate, we are well-equipped to help investors achieve success and build their investment legacy. Visit our website for more information and to learn how we can help you navigate the world of real estate investments.
1906 21st Street, Sacramento, CA 95811, 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 -
Commercial Asset Advisors
● ClosedCommercial Asset Advisors is a prestigious real estate agency located at 8787 Complex Drive in San Diego, California. With a strong reputation for excellence in the industry, they specialize in providing expert guidance and services for commercial real estate transactions. Whether you are looking to buy, sell, lease, or invest in commercial properties, their team of experienced advisors is dedicated to helping you achieve your goals. Trust Commercial Asset Advisors to navigate the complex world of commercial real estate with professionalism and expertise.
8787 Complex Dr Suite 420, San Diego, CA 92123, United States -
Bank of America Private Client Advisor Dirk Harris
● OpenBank of America Private Client Advisor Dirk Harris is a finance institution located at 701 B Street in San Diego, California. As a Senior Vice President and Private Client Advisor, Dirk specializes in providing wealth management services to ultra-high-net worth individuals and families. With over 23 years of experience in the financial sector, Dirk offers comprehensive strategies tailored to each client's unique needs, focusing on managing and transitioning wealth. Dirk holds dual B.S. degrees in microbiology and finance, as well as certifications as a CERTIFIED FINANCIAL PLANNER™ professional and a CFA® charterholder. He is actively involved in the local community and various professional organizations, offering personalized financial guidance to clients in industries such as real estate and healthcare. Bank of America Private Bank has a long history of helping clients manage significant wealth, drawing on personalized approaches and resources to help individuals, families, businesses, and institutions achieve their financial goals. With a commitment to innovation and providing disciplined financial strategies, Bank of America Private Bank aims to make clients' goals a top priority. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult with their own advisors before making financial decisions.
701 B St, San Diego, CA 92101, United States -
Best Accounting and CPA in Orange County Tehrani & Velez, LLP
● ClosedLocated in Irvine, California, Tehrani & Velez, LLP is known as the best accounting and CPA firm in Orange County. Specializing in serving closely held business owners and professional real estate investors, our team of experts has over a decade of experience in the industry. Our story began when we joined our predecessor firm and worked to modernize and improve the client experience. With a focus on building scalable and sellable businesses, we believe in putting people first and providing direct investments in real estate. Our team is fluent in English, Spanish, and Mandarin, ensuring we can meet the needs of a diverse clientele.
9180 Irvine Center Dr, Irvine, CA 92618, United States -
Aldrich CPAs + Advisors
● ClosedAldrich CPAs Advisors is a leading accounting and finance institution located at 135 South State College Boulevard in Brea, California, United States. Specializing in tax, accounting, and advisory services, our professionals have industry-specific expertise to assist clients in the entertainment, tourism, and construction industries. Led by Nick Balaity, our Orange County office opened in 2018 to meet the growing needs of our Southern California clients. Our team of experts provides assurance services, including audits, reviews, and compilations, to construction contractors, builders, and real estate professionals. With a focus on personalized service and industry knowledge, we help clients manage their financial needs effectively. Contact us to learn more about how we can assist you from any location throughout the Pacific Northwest."
135 S State College Blvd #370, Brea, CA 92821, United States -
Transworld Business Advisors of San Diego North
● ClosedTransworld Business Advisors of San Diego North is a reputable finance and real estate agency located at 701 Palomar Airport Road in Carlsbad, California. Our experienced team specializes in helping clients buy and sell businesses, as well as assisting with commercial real estate transactions. With a strong network and deep industry knowledge, we provide personalized services to meet the unique needs of each client. Whether you are looking to expand your business or invest in a new property, Transworld Business Advisors of San Diego North is here to help you achieve your goals. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.
701 Palomar Airport Rd SUITE 125, Carlsbad, CA 92011, United States -
Keystone Real Estate Advisors
● OpenWelcome to Keystone Real Estate Advisors Located in the heart of the San Francisco Bay Area at 1129 Industrial Avenue, Suite 205, Petaluma, California, Keystone Real Estate Advisors is a premier boutique real estate advisory and brokerage firm dedicated to serving your real estate needs. With a wealth of experience in all facets of real estate, our team excels in purchase and sale transactions, leasing, investments, and development projects.
1129 Industrial Avenue, Petaluma, California 94952, United States -
Margaret Julien | Real Estate Agent in Santa Cruz County, CA
● OpenWelcome to Margaret Julien | Real Estate Agent in Santa Cruz County, CA Located at 124 Rancho Del Mar, Aptos, California 95003, Margaret Julien stands out as a premier real estate agent with Coldwell Banker Realty, serving the vibrant communities of Santa Cruz County. With over 30 years of experience and deep-rooted local knowledge, Margaret is your trusted advisor for all your real estate needs.
124 Rancho Del Mar, Aptos, California 95003, United States -
Jacqueline Enriquez-Real Estate
● OpenWelcome to Jacqueline Enriquez-Real Estate, your trusted partner in finding the home of your dreams in Redondo Beach and the surrounding South Bay area. Located at 1820 South Elena Avenue, Redondo Beach, California, Jackie Enriquez brings over two decades of experience in the real estate industry to help you achieve your real estate goals with confidence and ease. Jackie's journey in real estate began in escrow and loans, but her true passion lies in connecting with people and helping them find a home that reflects their lifestyle and values. She believes that the right home can be a cornerstone for a fulfilling life and is dedicated to guiding you through every step of the buying or selling process with empathy, understanding, and education.
1820 South Elena Avenue, Redondo Beach, California 90277, United States -
imperial real estate
● OpenWelcome to Imperial Real Estate, your trusted partner in navigating the dynamic world of real estate in Southern California. Located at 1008 South Pacific Avenue, Los Angeles, California, we are a full-service real estate agency dedicated to providing exceptional service across all stages of real estate transactions. Whether you're buying, selling, or leasing, our team of experienced advisors is here to guide you every step of the way. At Imperial Real Estate, we understand that making real estate decisions requires a comprehensive view beyond simple metrics. We excel in constructing a 4D context to deliver a clear image of your investments, ensuring the best decisions are made with confidence. Our commitment to transparency and communication ensures that your goals and timelines are our top priority, and we tailor our services to meet your unique needs.
1008 South Pacific Avenue, Los Angeles, California 90731, United States -
Angie Wong I Realtor & Mortgage Advisor
● OpenWelcome to Angie Wong I Realtor & Mortgage Advisor, your trusted partner in real estate located in the vibrant community of Huntington Beach, California. Situated at 16882 Bolsa Chica Street, our agency is dedicated to providing personalized and comprehensive real estate services tailored to meet your unique needs. With years of experience in the industry, Angie Wong leads our team with an unwavering commitment to excellence and client satisfaction. Whether you are buying your first home, seeking an investment property, or refinancing your mortgage, we offer expert guidance and support every step of the way.
16882 Bolsa Chica Street, Huntington Beach, California 92649, United States -
Whittam Group | Real Estate Advisors
● OpenWelcome to Whittam Group | Real Estate Advisors, your trusted partner in navigating the dynamic real estate market of Southern California. Located at 33522 Niguel Road, Dana Point, California, we are a premier real estate agency dedicated to providing exceptional service whether you're buying, selling, or investing in real estate. In collaboration with COMPASS, the leading brokerage with over $1.5 billion invested in technology, we leverage cutting-edge tools and insights to ensure your real estate transactions are seamless and successful. With 330 offices and over 28,000 agents nationwide, COMPASS is recognized for its excellence in the industry, and we bring that expertise to the coastal communities of Southern California.
33522 Niguel Road, Dana Point, California 92629, United States -
Kathy Samuel Real Estate - Dana Point Homes For Sale
● ClosedWelcome to Kathy Samuel Real Estate - Dana Point Homes For Sale, your premier real estate agency located at 32451 Golden Lantern, Laguna Niguel, California. As a distinguished member of the top 1% of all California Realtors®, Kathy Samuel is your trusted partner in navigating the dynamic coastal South Orange County real estate market. With over 40 years of industry experience and the prestigious CA DRE# 00832012, Kathy has established a reputation for excellence, professionalism, and unwavering dedication to her clients. Whether you're buying, selling, or renting, Kathy's extensive knowledge and expertise ensure a seamless and successful transaction. Her ability to understand the nuances of the market, coupled with her attention to detail, makes her an invaluable asset in your real estate journey. Aligned with First Team, one of the biggest names in luxury real estate, Kathy offers unparalleled worldwide exposure to affluent homebuyers.
32451 Golden Lantern, Laguna Niguel, California 92677, United States -
Woodruff Sawyer
● ClosedWoodruff Sawyer is a leading insurance agency located at 75 Rowland Way, Novato, California, United States. With offices across the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. As one of the largest independent brokerage and consulting firms, we have been serving businesses from emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to provide tailored solutions in insurance, risk management, and employee benefits. We help companies take risks that shape innovation and create the economies of tomorrow. Our services include safeguarding directors and officers against lawsuits, aligning risk management strategy with overall business strategy, quantifying cyber risks, delivering cost-effective benefits programs, and protecting important assets. With a focus on managing transactional risk, we provide insight into the M&A and Private Equity market and the importance of insurance due diligence.
75 Rowland Way Suite 340, Novato, CA 94945, United States -
Woodruff Sawyer
● ClosedWoodruff Sawyer is an insurance agency located at 6800 Koll Center Parkway in Pleasanton, California. With offices across the US and global reach on six continents, we offer intellectual challenge, professional growth, and a collaborative environment. We help companies take risks that shape innovation, serving emerging tech companies to global giants for over a century. Our advanced specializations and industry expertise allow us to deliver tailored solutions in insurance, risk management, and employee benefits. Our services include safeguarding directors and officers, aligning risk management with business strategy, quantifying cyber risks, delivering cost-effective benefits programs, and protecting treasured collections and legacies. We specialize in managing transactional risk and providing insight into the M&A and Private Equity market.
6800 Koll Center Pkwy #170, Pleasanton, CA 94566, United States -
HUB International
● ClosedHUB 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.
2393 Townsgate Rd #101, Thousand Oaks, CA 91361, United States -
Physician's Ascs Inc
● OpenPhysician's Ascs Inc, now known as Physician Transaction Advisors, is a leading institution located at 13678 McNally Road, Valley Center, California, United States. Specializing in health services, they offer expert advice and guidance to physician-owners looking to sell their surgical facilities or medical practices. With over 20 years of experience, their industry-leading team has successfully managed hundreds of transactions, ensuring that clients achieve the best possible outcomes. Whether it's selling ASC business, real estate, or creating strategies for long-term goals, Physician Transaction Advisors work closely with clients to tailor a customized process that meets their financial and non-financial objectives. Their extensive network of qualified buyers and partners, including private equity firms and healthcare systems, ensures a competitive environment for assets. Clients have praised the institution for their professionalism, tireless support, and ability to deliver exceptional results. Stay updated with the latest news and transactions from Physician Transaction Advisors, formerly known as ASCs Inc., on their new website www.healthcarePTA.com."
13678 McNally Rd, Valley Center, CA 92082, United States -
Catalyst Housing Group
● OpenCatalyst Housing Group, located at 21 East Ward Street in Larkspur, California, is a real estate agency that specializes in providing innovative solutions to housing challenges. Their asset-management platform utilizes proprietary data and automation to enhance multifamily operational capabilities. This nonprofit organization focuses on developing financing structures for affordable, inclusive, and equitable housing production. Their venture capital arm supports emerging PropTech companies that are reshaping real estate development, operations, and sustainability. Founded in 2015, Catalyst is dedicated to addressing the fundamental human need for secure and affordable housing. Their team of visionaries is committed to creating dynamic capital innovations that drive positive change and eliminate structural inequities. They have successfully productized the financial infrastructure supporting the $8 billion “Essential Housing” market and have expanded their impact through financial support and advisory relationships with other mission-driven organizations.
21 E Ward St Suite 2, Larkspur, CA 94939, United States -
Engel & Völkers Santa Ynez
● ClosedEngel & Völkers Santa Ynez is a prestigious real estate agency located at 1090 Edison Street in Santa Ynez, California, United States. Our team of trusted advisors is dedicated to exceeding client expectations and providing exclusive services tailored to your needs. Whether you're looking to buy or sell a home, our experts have the local real estate expertise to guide you through the process seamlessly. In addition to our real estate services, Engel & Völkers Yachting offers unparalleled experiences for boat and yacht enthusiasts. Our mission is to help buyers find the vessel of their dreams and assist sellers in elevating their vessel to find the perfect new owner. With a commitment to excellence, integrity, and exclusivity, we strive to create lasting relationships with our clients based on our core values.
1090 Edison St #102, Santa Ynez, CA 93460, United States -
HUB International
● ClosedHUB International is an insurance agency located at 3585 Maple Street in Ventura, California, United States. This office is the newest addition to Hub International’s Central Coast family of insurance professionals. The Ventura office was established in December 2009 when Hub acquired the former Ogilvy Hill insurance company, which merged with Hub’s Westlake Village and Thousand Oaks offices. Additionally, the Ventura office also includes the Laubacher Insurance Agency, which was acquired by Hub in March 2014. Laubacher Insurance Agency has a long history, dating back to 1903 when it was founded by the grandfather of one of the Company’s former principals. The HUB Ventura insurance office provides a wide range of insurance services, catering to various industries such as agriculture, ranching, arborists, gaming, construction, technology, and real estate. Services offered include property and casualty, life and health, employee benefits, investment, and risk management solutions. The office also offers claims management and employee benefits consulting resources.
3585 Maple St #152, Ventura, CA 93003, United States -
Global Mortgage
● ClosedGlobal Mortgage is a finance institution located at 17760 Monterey Street in Morgan Hill, California. We specialize in providing assistance for all your California mortgage needs, whether you are consolidating debt, refinancing your home, or purchasing your first house. With better rates, terms, and lower fees than other types of loans, we can help you save money and make the process fast and enjoyable. Our team is dedicated to providing quality customer service and putting your needs first. You can apply online today to take advantage of our expertise in the residential lending industry. We offer a variety of loan programs, including Purchase, Refinance, and Specialized Loans. If you want to learn more about the mortgage process, check out our helpful videos on our website. Let Global Mortgage help you achieve your homeownership goals.
17760 Monterey Rd # C, Morgan Hill, CA 95037, United States -
A Plus Tax & Financial Services
● OpenA Plus Tax & Financial Services is a trusted institution located at 1975 South Broadway in Santa Maria, California. We specialize in accounting, finance, and insurance agency services, as well as serving as a local government office. Our personalized tax preparation and business services are designed to help you achieve your financial goals. Our experienced professionals provide a range of tax preparation and accounting services for individuals and businesses, offering comprehensive financial management solutions such as bookkeeping, financial reporting, and budgeting.
1975 S Broadway Suite B, Santa Maria, CA 93454, United States
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