Real estate financial planning in California
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Yekani Wealth Management & Real Estate | Economics and Family
● ClosedYekani Wealth Management & Real Estate | Economics and Family is a comprehensive financial institution located at 6300 Canoga Avenue in Los Angeles, California. Our services include wealth management, real estate transactions, insurance agency services, legal advice, and more. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure their futures. Whether you are looking to invest in real estate, plan for retirement, or protect your assets, we are here to provide personalized solutions tailored to your unique needs. Contact us today to schedule a consultation and take the first step towards financial security and success.
6300 Canoga Ave Suite 1100, Woodland Hills, CA 91367, United States -
Merrill Lynch Financial Advisor Robert B Murtagh
● Closedial plans are those that are personalized to each individual client's unique goals and values. As a financial advisor at Merrill Lynch, Robert B Murtagh is dedicated to helping clients achieve their ambitions and live fulfilling lives. Located at 555 California Street in San Francisco, California, Bob has built a strong reputation over the past 13 years for his personalized approach to financial planning. Bob's philosophy is to do more for fewer clients, allowing him to provide exceptional levels of acumen and attention to each individual and their family. He believes in passing along wisdom with wealth, ensuring that clients understand the risks they take financially and externally. By working closely with clients, their CPAs, attorneys, and specialists, Bob creates comprehensive financial strategies that address retirement planning, liability management, asset allocation, college planning, and more.
555 California St, San Francisco, CA 94104, United States -
The Family Wealth Management Group - UBS Financial Services Inc.
● OpenThe Family Wealth Management Group - UBS Financial Services Inc. is a leading finance institution located at 400 South El Camino Real, San Mateo, California, United States. Specializing in wealth management for families, the institution offers a wide range of financial services to help clients achieve their financial goals and secure their future. With a team of experienced professionals, The Family Wealth Management Group provides personalized solutions tailored to each client's unique needs and circumstances. Whether it's investment planning, retirement planning, or estate planning, clients can trust in the expertise and dedication of The Family Wealth Management Group to help them navigate the complexities of the financial world and make informed decisions for their financial well-being.
400 S El Camino Real #900, San Mateo, CA 94402, United States -
Ian McGee - Financial Advisor, Ameriprise Financial Services, LLC
● OpenIan McGee is a Financial Advisor at Ameriprise Financial Services, LLC located at 1333 North California Boulevard, Walnut Creek, California, United States. Ian holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Ian is dedicated to providing comprehensive financial planning services to individuals and businesses, applying investment concepts to real-world situations and addressing a wide range of financial needs. Ian's expertise in asset management, retirement planning, estate planning, and investment strategies make him a trusted advisor for clients seeking personalized financial guidance.
1333 N California Blvd #630, Walnut Creek, CA 94596, United States -
Ellington Financial, LLC
● ClosedEllington Financial, LLC is a finance institution located at 8343 Church Street in Gilroy, California. With an additional office at 345 5th Street, Suite 3 in Hollister, California, Ellington Financial is dedicated to providing expert financial advice to clients. Led by Kristi, a passionate and experienced Financial Advisor since 1993, the team at Ellington Financial is committed to helping individuals understand and navigate their financial situations. Nick, following in his mother's footsteps, also plays a key role in assisting clients with investments and financial planning. With a focus on economics and investment research, Nick brings a unique perspective to the team. Securities and advisory services are offered through LPL Financial, ensuring that clients receive top-notch guidance and support. Whether you're looking to invest, plan for the future, or simply better understand your finances, Ellington Financial is here to help. Contact them today to schedule a consultation and take control of your financial journey.
8343 Church St, Gilroy, CA 95020, United States -
Lee & Jackson Financial Services, Inc.
● ClosedLee & Jackson Financial Services, Inc. is a reputable finance and real estate agency located at 300 North Lantana Street in Camarillo, California, United States. With a team of experienced professionals, we offer a wide range of financial services including investment management, retirement planning, and mortgage services. As a trusted real estate agency, we also assist clients in buying, selling, and renting properties in the Camarillo area. Our commitment to providing personalized and comprehensive financial solutions sets us apart in the industry. Visit Lee & Jackson Financial Services, Inc. today for all your finance and real estate needs.
300 N Lantana St #40, Camarillo, CA 93010, United States -
Family and Business Wealth Group - UBS Financial Services Inc.
● OpenFamily and Business Wealth Group - UBS Financial Services Inc. is a leading financial institution located at 12220 El Camino Real in San Diego, California. Specializing in wealth management for both families and businesses, our team of experienced professionals offers personalized financial solutions tailored to meet the unique needs and goals of our clients. With a focus on building and preserving wealth for generations to come, we provide comprehensive services including investment management, retirement planning, estate planning, and more. Trust in our expertise and dedication to help you achieve your financial aspirations.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States -
California Financial and Real Estate Center, inc
● ClosedCalifornia Financial and Real Estate Center, Inc. is a leading finance institution located in Huntington Beach, California. Our experienced team of professionals provide expert financial and real estate services to individuals and businesses in the area. Whether you are looking to invest in real estate, secure a loan, or plan for your financial future, our dedicated staff is here to help. Visit us at 16882 Bolsa Chica Street to learn more about how we can assist you in achieving your financial goals.
16882 Bolsa Chica St #102, Huntington Beach, CA 92649, United States -
WLM Financial
● ClosedWLM Financial is a multi-faceted institution offering a range of financial services including insurance and real estate. Located at 400 South La Brea Avenue in Inglewood, California, WLM Financial is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking for insurance coverage, real estate investments, or financial planning services, WLM Financial is committed to delivering exceptional service and results. Contact us today to learn more about how we can help you secure your financial future.
400 S La Brea Ave UNIT 104, Inglewood, CA 90301, United States -
Merrill Lynch Financial Advisor Christopher Doherty
● ClosedMerrill Lynch Financial Advisor Christopher Doherty is a finance institution located at 100 Spectrum Center Drive in Irvine, California, United States. Christopher Doherty values family, integrity, honesty, learning, community, and giving, which he instills in his own family. With a background in non-profit work, real estate development, and entrepreneurship, Christopher now focuses on wealth management as a Financial Advisor at Merrill Lynch. He believes in creating personalized financial plans centered on clients' goals and priorities, helping them achieve financial success. Christopher offers the Merrill Personal Wealth Analysis™ to build customized plans, and utilizes the Investment Personality Assessment to understand clients' investing preferences. By regularly reviewing and adjusting financial approaches, Christopher aims to help clients stay on track to reach their goals. With access to Merrill's investment insights and Bank of America's banking solutions, Christopher works with clients to address their financial needs and aspirations. As a dedicated Merrill Lynch Wealth Management Advisor, Christopher is committed to helping clients navigate the complexities of their financial lives and achieve their goals.
100 Spectrum Center Dr, Irvine, CA 92618, United States -
Reverse Mortgage Advisor -C2 Financial
● ClosedReverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.
237 S La Esperanza, San Clemente, CA 92672, United States -
Schneider Financial Group of Wells Fargo Advisors
● ClosedSchneider Financial Group of Wells Fargo Advisors, located in San Diego, California, is a trusted finance institution offering personalized investment planning services since 1990. Led by Steve, a Certified Financial Planner with extensive experience, the institution provides comprehensive advice on taxation, retirement planning, business structure, and real estate. Steve's dedication to excellence is reflected in his tailored approach to help clients achieve their financial goals and secure their legacy. Beyond the office, Steve enjoys an active lifestyle involving fitness, travel, and charitable work. With a focus on juvenile diabetes, he is committed to giving back to the community. The institution offers services such as investment advice, financial goals assessment, market overview, and risk tolerance evaluation. Please note that the institution operates within specific states in the U.S. and offers investment products and services through Wells Fargo Advisors. Additionally, insurance products are available through nonbank insurance agency affiliates. Please review the institution's advisory disclosure document for a full description of services.
12531 High Bluff Dr Suite 400, San Diego, CA 92130, United States -
C2 Financial | Mitch Palmer | Mortgage Advisor | NMLS - 300298
● OpenC2 Financial, led by Mortgage Advisor Mitch Palmer, is a top-rated finance institution located at 16486 Bernardo Center Drive in San Diego, California. Mitch Palmer, a former NFL player turned mortgage advisor, brings a wealth of experience and dedication to helping clients achieve their dream of homeownership. With a background in economics and a family history in real estate and mortgage, Mitch is committed to providing fair and competitive rates with integrity and professionalism. As a licensed real estate professional in California since 2002, Mitch understands the value of hard work and dedication, which he brings to every real estate transaction. With a focus on personalized service and communication, Mitch partners with successful realtors to provide top-notch financing solutions for their clients. Whether you are looking to purchase a new home or refinance your current one, Mitch is dedicated to finding the right mortgage that aligns with your financial goals.
16486 Bernardo Center Dr Ste 228, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Gloria Rothbaum
● ClosedMerrill Lynch Financial Advisor Gloria Rothbaum is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Gloria, who has a background in technology entrepreneurship, consulting, and investing, leads a practice that caters to a primarily referred clientele of well-educated individuals on the West and East Coasts. Her hands-on, planning-based approach aims to help clients understand their financial story and plan for the future. Gloria's practice focuses on analyzing various aspects of clients' financial situations, offering real-world scenarios and strategies to help them achieve their goals. With a deep understanding of her clients' risk tolerance, liquidity needs, and investment timelines, Gloria acts as a 'professional shopper' to find the best financial solutions for each individual. She also collaborates with specialists at Bank of America to provide a comprehensive suite of services, including wealth management strategies, lending options, tax minimization, and estate planning.
3075A Hansen Way, Palo Alto, CA 94304, United States -
Highlands Wealth Management - UBS Financial Services Inc.
● OpenHighlands Wealth Management - UBS Financial Services Inc. is a reputable finance institution located at 12220 El Camino Real in San Diego, California, United States. With a focus on wealth management, they provide personalized financial services to help clients achieve their financial goals. Their team of experienced professionals offers expert advice and guidance in investment planning, retirement planning, estate planning, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Highlands Wealth Management - UBS Financial Services Inc. is dedicated to helping you succeed.
12220 El Camino Real Suite 400, San Diego, CA 92130, United States -
SAUZA TAX & REAL ESTATE LLC
● OpenSAUZA TAX & REAL ESTATE LLC is a reputable accounting and finance institution located at 101 North Orange Avenue in West Covina, California, United States. With a strong focus on providing expert tax and real estate services, our team of professionals is dedicated to helping clients navigate the complexities of financial management. Whether you need assistance with tax preparation, financial planning, or real estate transactions, SAUZA TAX & REAL ESTATE LLC is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve your financial goals with integrity and expertise.
101 N Orange Ave C, West Covina, CA 91790, United States -
Electrotax & Real Estate Services
● ClosedElectrotax & Real Estate Services is a reputable institution located at 8275 Florin Road in Sacramento, California. Specializing in accounting and finance services, they provide expert guidance and support to individuals and businesses in managing their taxes and real estate investments. With a team of skilled professionals, Electrotax & Real Estate Services is dedicated to helping clients achieve their financial goals and maximize their returns. Whether you need assistance with tax preparation, financial planning, or real estate transactions, this institution is committed to delivering tailored solutions to meet your specific needs. Trust Electrotax & Real Estate Services for reliable and efficient financial services in the Sacramento area.
8275 Florin Rd #180, Sacramento, CA 95828, United States -
Son Le - Tax and Real Estate Services
● OpenSon Le - Tax and Real Estate Services is a reputable institution located at 37481 Maple Street in Fremont, California. Specializing in accounting and finance, they provide expert services in tax preparation, real estate transactions, and financial planning. With a team of experienced professionals, Son Le - Tax and Real Estate Services is dedicated to helping clients navigate the complexities of the financial world with confidence and ease. Whether you are a first-time homebuyer, a small business owner, or an individual looking to optimize your tax strategy, Son Le - Tax and Real Estate Services is committed to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.
37481 Maple St H, Fremont, CA 94536, United States -
Real Estate Accountants
● ClosedReal Estate Accountants is a trusted institution located at 2200 Eastridge Loop in San Jose, California, United States. Specializing in accounting and finance services for real estate professionals, our team of experts is dedicated to providing accurate and reliable financial guidance to help clients make informed decisions. Whether you are a real estate investor, developer, or property manager, Real Estate Accountants can assist you with tax planning, financial reporting, and other accounting needs. Trust us to help you navigate the complexities of the real estate industry and achieve your financial goals.
2200 Eastridge Loop #730612, San Jose, CA 95122, United States -
Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County
● ClosedShaan Afridi CPA is a trusted institution specializing in tax planning for real estate investors in Orange County. Located at 1475 South State College Boulevard in Anaheim, California, this accounting and finance firm offers expert guidance and strategies to help real estate investors maximize their financial goals. With a focus on personalized service and industry expertise, Shaan Afridi CPA is dedicated to helping clients navigate the complexities of real estate tax planning to achieve optimal results.
1475 S State College Blvd Unit 224, Anaheim, CA 92806, United States -
William Hicks Tax & Real Estate
● OpenWilliam Hicks Tax & Real Estate is a trusted institution located in Anaheim, California, specializing in accounting and finance services. With a focus on tax preparation and real estate transactions, our team of experienced professionals is dedicated to providing top-notch services to meet our clients' needs. Whether you are looking for assistance with tax planning, real estate investments, or financial consulting, we are here to help. Visit us at 5221 East Fairlee Court to learn more about how we can assist you with your financial goals.
5221 E Fairlee Ct, Anaheim, CA 92807, United States -
Ace Tax and Real Estate Income Tax Office
● ClosedAce Tax and Real Estate Income Tax Office is a reputable accounting and finance institution located at 4194 North Perris Boulevard in Perris, California, United States. With a team of experienced professionals, they specialize in providing expert tax and real estate income services to individuals and businesses. Whether you need assistance with tax preparation, filing, or financial planning, Ace Tax and Real Estate Income Tax Office is dedicated to helping you achieve your financial goals. Contact them today for personalized and reliable financial solutions.
4194 N Perris Blvd, Perris, CA 92571, United States -
Electro Tax & Real Estate Services
● ClosedElectro Tax & Real Estate Services is a comprehensive financial institution located at 7509 Madison Avenue in Citrus Heights, California. Specializing in accounting, finance, and real estate services, our team of experts is dedicated to helping individuals and businesses navigate the complexities of their financial affairs. Whether you need assistance with tax preparation, investment planning, or property management, our experienced professionals are here to provide you with personalized solutions tailored to your unique needs. Trust Electro Tax & Real Estate Services to help you achieve your financial goals with confidence and peace of mind.
7509 Madison Ave STE 106, Citrus Heights, CA 95610, United States -
Insurance Real Estate Tax
● OpenInsurance Real Estate Tax is a reputable institution located at 7117 Walerga Road in Sacramento, California. Specializing in accounting and finance services, this institution is dedicated to providing expert guidance and assistance in managing insurance, real estate, and tax matters. With a team of experienced professionals, Insurance Real Estate Tax offers personalized solutions to help individuals and businesses navigate the complexities of these financial areas. Whether you need help with insurance planning, real estate investments, or tax preparation, this institution is committed to delivering top-notch services to meet your specific needs. Visit Insurance Real Estate Tax today to secure your financial future and achieve your goals.
7117 Walerga Rd #1, Sacramento, CA 95842, United States -
J & S Real Estate Investments
● ClosedJ & S Real Estate Investments is a finance institution located at 481 East Whittier Boulevard in La Habra, California, United States. Our team at J & S Real Estate Investments recently had the privilege of spreading holiday cheer to the kids of the community in Lakewood, CA at Kidz Town on Carson Blvd. We are dedicated to serving our communities and providing top-notch services to our clients. Salena, Jesse, and Justin are experts in the industry with years of experience in helping families navigate through real estate transactions. Whether you are looking to buy or sell a property, facing financial issues, or need assistance with a tough situation, our team is here to help. We specialize in finding the right solutions for our clients and ensuring a smooth and stress-free experience.
481 E Whittier Blvd Ste 481A, La Habra, CA 90631, United States -
Real Estate Transition Solutions
● ClosedReal Estate Transition Solutions (RETS) is a reputable real estate agency located at 999 Corporate Drive, Ladera Ranch, California, United States. With over 26 years of experience, RETS specializes in advising California investment property owners on 1031 Exchanges, Delaware Statutory Trusts, complex real estate investments, securitized real estate, and tax planning strategies. Our team of licensed 1031 Exchange advisors in Orange County, California, will assist you in selecting and acquiring suitable 1031 Exchange properties that align with your financial and lifestyle goals. At RETS, we provide comprehensive information on 1031 Exchanges, including the basics, how Exchanges work, benefits versus risks, Exchange rules, and property options. We also offer insights into Delaware Statutory Trusts (DSTs), explaining how DSTs function, the advantages and risks, the role of DST Sponsors, and DST property options.
999 Corporate Dr Ste 100, Ladera Ranch, CA 92694, United States -
FGA Income Tax & Real Estate
● OpenFGA Income Tax & Real Estate is a reputable institution located at 1839 Rue Chenin Blanc in San Jacinto, California. Specializing in accounting and finance services, we provide expert guidance and assistance to individuals and businesses in managing their income tax and real estate matters. Our team of experienced professionals is dedicated to helping clients navigate the complexities of financial planning and tax compliance. Whether you need assistance with filing your taxes or investing in real estate, FGA Income Tax & Real Estate is here to provide personalized solutions tailored to your specific needs. Trust us to help you achieve your financial goals with confidence and peace of mind.
1839 Rue Chenin Blanc, San Jacinto, CA 92583, United States -
West Cal Financial - Buy Your Home With Me and I'll Do Your Loan For Free
● ClosedWelcome to West Cal Financial, your trusted partner in real estate and finance located in the heart of Novato, California. At West Cal Financial, we are committed to ensuring that you not only find the perfect home but also secure it at the right price. Our unique offer of "Buy Your Home With Me and I'll Do Your Loan For Free" sets us apart, providing you with exceptional value and peace of mind. Situated at 1775 Indian Valley Road, we specialize in helping homeowners maximize their return on investment with a personalized approach tailored to your needs. Whether you're a first-time buyer, looking to refinance, or a seasoned investor, we are here to guide you every step of the way. Our extensive network allows us to shop dozens of lenders, ensuring you receive the best financing options at the lowest cost.
1775 Indian Valley Road, Novato, California 94947, United States -
American Financial Network, Inc
● OpenWelcome to American Financial Network, Inc., your trusted partner in achieving your financial and real estate goals. Conveniently located at 323 Spreckels Drive, Aptos, California, we specialize in providing personalized financial solutions to meet the diverse needs of our clients. Whether you're a first-time homebuyer or a seasoned investor, our team of experienced Loan Originators is here to guide you through every step of the home buying process. At American Financial Network, Inc., we understand the importance of making informed financial decisions. That's why we offer a range of calculator tools on our website to help you estimate your mortgage options. Please note that these tools provide estimates only, and we encourage you to consult with one of our licensed Loan Originators for tailored advice that considers your unique circumstances.
323 Spreckels Drive, Aptos, California 95003, United States -
CP Financial and CP Realty Inc.
● ClosedWelcome to CP Financial and CP Realty Inc., your trusted partner in finance and real estate services located at 4127 South Centinela Avenue, Los Angeles, California. Situated in the heart of Los Angeles, we are committed to serving our community with integrity, professionalism, and personalized attention. At CP Financial, we offer a comprehensive range of financial services designed to meet your unique needs. Whether you are seeking financial planning, investment advice, or mortgage solutions, our team of experienced professionals is dedicated to helping you achieve your financial goals with confidence and clarity.
4127 South Centinela Avenue, Los Angeles, California 90066, United States
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