Tailored event planning in California
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Roundleaf San Jose
● ClosedRoundleaf San Jose is a premier finance institution located at 2055 Junction Avenue in the bustling city of San Jose, California. As a trusted financial partner, Roundleaf provides a wide range of services to help individuals and businesses achieve their financial goals. Whether you're looking for investment advice, wealth management, or assistance with loans and mortgages, our team of experienced professionals is dedicated to providing personalized solutions tailored to your unique needs. With a commitment to excellence and a focus on customer satisfaction, Roundleaf San Jose is the go-to institution for all your financial needs in the heart of Silicon Valley.
2055 Junction Ave Ste 115, San Jose, CA 95131, United States -
K.A.D. Alliance, Inc.
● ClosedK.A.D. Alliance, Inc. is a specialized institution located at 6101 Bollinger Canyon Road in San Ramon, California, United States. We focus on accounting and finance services, helping businesses and individuals go beyond their goals by providing expert guidance and support. Our services include business bookkeeping, accounting, tax preparation, audit assistance, financial consulting, and CFO services. With over 10 years of experience in bookkeeping for restaurant franchises, we have extensive knowledge of restaurant operations and franchise management. Our team of professionals is dedicated to delivering outstanding services that position our clients for success in today's complex business and tax environment.
6101 Bollinger Canyon Rd Ste 371, San Ramon, CA 94583, United States -
SUSAN LACCABUE
● OpenSUSAN LACCABUE is a renowned accounting and finance institution located at 220 Sims Road, Scotts Valley, California, United States. With a team of experienced professionals, the institution offers a wide range of services including financial planning, tax preparation, and investment management. Clients can expect personalized and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, SUSAN LACCABUE is dedicated to providing top-notch financial solutions tailored to your specific needs.
220 Sims Rd, Scotts Valley, CA 95060, United States -
Merrill Lynch Financial Advisor Aida Rosas
● ClosedMerrill Lynch Financial Advisor Aida Rosas, located at 200 East Franklin Street in Monterey, California, is dedicated to helping clients prioritize and pursue their financial goals. With over 20 years of experience, Aida is passionate about assisting clients in achieving their financial aspirations. As a first-generation immigrant and coming from a large family, she understands the importance of planning for a secure financial future. Aida holds several FINRA registrations and California Department of Insurance licenses, allowing her to provide comprehensive financial services. At Merrill Lynch Wealth Management, Aida focuses on building personalized plans centered on clients' goals and evolving priorities. She believes in putting clients first and providing tailored advice based on individual needs. By leveraging the global resources of Merrill, Aida and her team strive to establish strong client relationships built on trust and personalized service.
200 E Franklin St, Monterey, CA 93940, United States -
Channel Wealth
● ClosedChannel Wealth is a boutique financial services firm located at 3700 State Street in Santa Barbara, California. As a fiduciary, we provide expert financial planning and wealth management advice to our clients. Our team is dedicated to helping individuals understand their finances and achieve their goals, especially during transitional events. We work together to position our clients' life savings for long-term success, allowing them to sleep soundly at night. Our personalized approach to financial planning ensures that we understand each client's unique needs and aspirations, building lasting partnerships that lead to financial success and peace of mind. At Channel Wealth, we are committed to empowering our clients with tailored financial solutions and guidance to help them reach their financial goals.
3700 State St # 240, Santa Barbara, CA 93105, United States -
Saige Private Wealth
● ClosedSaige Private Wealth is a finance institution located at 21 East Carrillo Street in Santa Barbara, California, United States. As an independent wealth management firm, we are dedicated to helping successful individuals and their families achieve their life goals by wisely applying the benefits of their wealth. Led by Antonia LaRocca, who was named to the Forbes Best-In-State Women Advisors 2022 list for California, our team is committed to knowing our clients thoroughly and understanding their backgrounds, families, circumstances, and goals. We offer objective advice, thoughtful solutions, and enhanced goals-based planning to develop a holistic approach for our clients' financial well-being. Our services include investment strategy, tax planning, and future generational considerations to prepare for life's anticipated and unanticipated events. With over twenty-five years of experience in the financial services industry, we pride ourselves on our personalized, comprehensive approach to wealth management. As independent financial advisors, we have the freedom to explore all potential options and offer tailor-made solutions to best meet our clients' needs. Our team is dedicated to helping clients navigate a lifetime of financial, investment, and personal decisions to achieve their most important goals.
21 E Carrillo St #100, Santa Barbara, CA 93101, United States -
Oasis Consulting Group
● ClosedOasis Consulting Group, located at 2901 West Coast Highway in Newport Beach, California, is a finance institution specializing in luxury travel planning and consulting services. With a focus on creating unforgettable experiences, their team, led by CFO Don Wheatley and President Stephane Marchand, offers personalized itineraries to destinations such as Malibu, Aspen, Los Angeles, Beverly Hills, Scottsdale, NYC, and Miami. Whether you are a high-performing executive looking to make the most of your time, or someone seeking immersion in local culture, Oasis Consulting Group can cater to your unique travel needs. Their Cruise Services division provides tailor-made travel plans that include exclusive accommodations, competitive rates, and one-of-a-kind experiences. With a dedicated personal concierge available at your service, planning your dream vacation has never been easier.
2901 West Coast Hwy, Newport Beach, CA 92663, United States -
Ivan Gonzalez Financial Services
● OpenIvan Gonzalez Financial Services is a reputable finance institution located at 100 North Brand Boulevard in Glendale, California. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you need assistance with investments, retirement planning, or wealth management, Ivan Gonzalez Financial Services is here to guide you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs. Visit us today to secure your financial future.
100 N Brand Blvd Unit 503, Glendale, CA 91203, United States -
Danielle Blunt - Raymond James
● OpenDanielle Blunt - Raymond James is a finance institution located at 2601 Saturn Street in Brea, California, United States. At Blunt Wealth Services, their mission is to help people live their best lives through financial empowerment and community. They offer a concierge approach to working with clients, forming lifelong relationships to create an elevated advisory experience known as Simple and Elegant Wealth management. This approach includes personalized financial guidance, robust technology, and prudent investment management. The dynamic planning process involves managing, anticipating, adjusting, and taking action as needed. Clients of Blunt Wealth Services can expect tailored one-on-one financial guidance, virtual and in-person webinars, educational workshops, and social events to keep them informed and empowered.
2601 Saturn St Suite 100, Brea, CA 92821, United States -
Finish Strong Financial Services
● ClosedFinish Strong Financial Services is a finance institution located at 14748 Pipeline Avenue in Chino Hills, California, United States. We are dedicated to helping you achieve the retirement you have always dreamed of. Our team provides the tools and information necessary for you to live the life you envisioned at the start of your journey. Whether you hope to travel the country, spend time with your grandchildren, or start a ministry, we are here to guide you through the financial aspects of your dreams and aspirations. At Finish Strong Financial Services, we believe that dreams are worth protecting. With proper planning, there should be no compromise in the quality of your retirement. Our mission is to help you clarify your vision, values, and create a roadmap to navigate the journey. We want to help you live your dream to its fullest and ensure that you finish strong with faith, confidence, and clarity.
14748 Pipeline Ave Suite G, Chino Hills, CA 91709, United States -
Fiduciary Advisors, LLC
● ClosedFiduciary Advisors, LLC is a finance institution located at 895 Dove Street in Newport Beach, California, United States. Our focus is on improving retirement plans and enhancing investor outcomes. We offer comprehensive retirement plan advisory services for employers, including investment advisory, participant guidance and education, financial wellness, plan design consulting, provider search and benchmarking, as well as fiduciary and administration support. Our service model is tailored to empower committees to drive impactful changes in a company's retirement plan while helping to minimize employer liabilities. Fiduciary Advisors plays a crucial role in safeguarding plan fiduciaries from liability, enriching investments, refining plan design, and aiding participants in attaining financial security.
895 Dove St #300, Newport Beach, CA 92660, United States -
Marathon Group Financial
● ClosedMarathon Group Financial, located at 24641 Washington Avenue in Murrieta, California, is a finance institution that prioritizes building strong relationships with their clients. Their people-first approach involves listening to your goals and working with you to achieve them. They understand that everyone's financial situation is unique, which is why they offer personalized financial planning services to help protect your retirement savings and explore growth opportunities. Founder Lisa Brumfield, with over 30 years of experience, believes in long-term relationships with clients, making financial planning for retirement a marathon, not a sprint. They offer educational sessions, one-on-one consultations, and fun events like the Annual Pig Roast to ensure clients feel appreciated and supported.
24641 Washington Ave, Murrieta, CA 92562, United States -
Paramount Tax & Accounting Moreno Valley
● ClosedParamount Tax & Accounting Moreno Valley is a professional accounting and finance institution located at 14604 Ashton Court in Moreno Valley, California, United States. Our dedicated team of licensed tax professionals offers a wide range of services including tax preparation for personal taxes, small businesses, partnerships, LLCs, corporations, and more. In the unlikely event of a tax notice, our audit defense department is ready to assist, partnering with Protection Plus $1 Million Tax Audit Defense to work towards a favorable resolution. We prioritize our clients' needs by providing exceptional service through professionalism, responsiveness, and quality. Our experienced team is committed to simplifying complex tax matters and ensuring accurate and comprehensive solutions tailored to your specific circumstances. Whether you need assistance with tax planning, financial statement preparation, or bookkeeping services, we are here to support you in achieving financial success and peace of mind.
14604 Ashton Ct, Moreno Valley, CA 92555, United States -
Redwood Janitorial Services
● ClosedRedwood Janitorial Services is a full-service commercial janitorial company located at 1390 North McDowell Boulevard in Petaluma, California. Our owner-operated and supervised team is personally trained and offers on-site supervision at your facility. Serving Marin, Sonoma, Solano, and San Francisco Counties, we provide prompt and reliable service to a variety of industries including banking, real estate, construction, government, industrial, retail, sports venues, events, small to large businesses, and manufacturing clients. With a focus on creating a clean, healthy, and pleasant environment for you to work in, Redwood Janitorial Services offers daily, weekly, or bi-weekly services for commercial and residential properties. Our services are available 24/7, including emergency services, and we also offer "green cleaning" options using nontoxic materials to help protect the environment.
1390 N McDowell Blvd Suite 178, Petaluma, CA 94954, United States -
Comprehensive Advisor
● ClosedComprehensive Advisor is a finance institution located at 2011 Palomar Airport Road in Carlsbad, California, United States. Our goal is to help individuals and families achieve their ideal retirements by providing custom strategies tailored to their unique goals and dreams. Through The Retirement Defense process, we assess your current financial situation and create a plan to help you reach your retirement needs. Our services include retirement income strategies, wealth management, and more, all designed to ensure you can enjoy all that retirement has to offer. We offer informational events where you can learn more about these topics and how we can help you achieve your retirement goals.
2011 Palomar Airport Rd #302, Carlsbad, CA 92011, United States -
Merrill Lynch Financial Advisor Keith Kitagawa
● ClosedMerrill Lynch Financial Advisor Keith Kitagawa is a finance institution located at 701 B Street in San Diego, California, United States. Keith Kitagawa has over 20 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® certificant. Keith offers comprehensive financial strategies and solutions tailored to each client's risk tolerance, time horizon, and investment goals. He specializes in advising high net worth individuals, corporate executives, business owners, entrepreneurs, and those experiencing liquidity events. Keith leverages the resources of Bank of America and Merrill Lynch to provide planning advice and help clients achieve their financial goals. He is dedicated to serving the community and is actively involved in various organizations in San Diego. By understanding each client's goals and priorities, Keith helps design and implement personalized plans to manage, grow, and preserve wealth while considering long-term impacts. With access to investment insights and banking solutions, Keith works with clients to develop customized approaches to address their financial needs and stay on track to achieve their goals. As a Merrill Lynch Wealth Management Advisor, Keith focuses on building a customized investment approach to address each client's needs and pursue their goals. By getting to know each client personally, Keith can offer personalized investment strategies and comprehensive financial solutions to help clients navigate the complexities of their financial lives.
701 B St 24th Floor, San Diego, CA 92101, United States -
CAPTRUST
● ClosedCAPTRUST, located at 1410 Rocky Ridge Drive in Roseville, California, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to corporate retirement plan fiduciaries. Their financial advisors are available Monday through Thursday from 8:00 am to 5:00 pm and Friday from 8:00 am to 4:00 pm. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, CAPTRUST's team of advisors is ready to assist you. They offer a range of services including fiduciary partnerships, plan design optimization, financial wellness programs, and more to support employer organizations.
1410 Rocky Ridge Dr #150, Roseville, CA 95661, United States -
Everbrite Cleaning Company
● ClosedEverbrite Cleaning Company is a professional cleaning service located at 510 Magna Vista Street in Santa Barbara, California. We specialize in providing top-quality cleaning services for residential and commercial properties in the Santa Barbara area. Our team of experienced and dedicated cleaners are committed to delivering exceptional results, using eco-friendly products and state-of-the-art equipment to ensure your space is sparkling clean. Whether you need regular maintenance cleaning, deep cleaning, or special event cleaning, Everbrite Cleaning Company is here to meet all of your cleaning needs. Contact us today to schedule a cleaning service and experience the difference of Everbrite Cleaning Company.
510 Magna Vista St, Santa Barbara, CA 93110, United States -
Oncemaid
● ClosedOncemaid is a professional cleaning institution located at 17011 Beach Boulevard in Huntington Beach, California. Our unique service allows you to enjoy your vacation while we take care of cleaning your house. With nearly 20 years of experience, our dedicated team of Domestic Cleaners ensures that every detail is attended to, providing the highest quality cleaning service to both loyal and new clients. We work together to deliver exceptional results and strive to continuously improve our services for the best customer experience. Your privacy is important to us, and we are committed to protecting your personal information. Trust Oncemaid to keep your home clean and fresh while you relax and enjoy your time away.
17011 Beach Blvd, Huntington Beach, CA 92647, United States -
Prime Handle LLC
● ClosedPrime Handle LLC is a commercial cleaning service located at 5466 Serenity Pl, Eastvale, California, United States. Our team of highly trained professionals is dedicated to providing high-quality maintenance services that will exceed your expectations. With over 10 years of experience in the industry, we have the knowledge and expertise to handle any cleaning job. We offer a wide range of services including janitorial services, kitchen exhaust cleaning, move-in/move-out cleaning, post-construction cleaning, window cleaning, and more. Our team uses the latest equipment and techniques to ensure that your business is cleaned to the highest standards.
5466 Serenity Pl, Eastvale, CA 91752, United States -
Beacon Park Meeting House
● ClosedBeacon Park Meeting House is a peaceful and welcoming institution located at 501d Benchmark in Irvine, California, United States. This community space serves as a hub for gatherings, events, and meetings for individuals and groups looking to connect, collaborate, and engage with one another. With its modern design, comfortable seating, and state-of-the-art technology, Beacon Park Meeting House provides a conducive environment for productive discussions, creative brainstorming sessions, and social gatherings. Whether you're hosting a business meeting, workshop, seminar, or social event, Beacon Park Meeting House offers a versatile and well-equipped space to meet your needs. Come and experience the warm and inviting atmosphere of Beacon Park Meeting House for your next gathering.
501d Benchmark, Irvine, CA 92618, United States -
Paramount Tax & Accounting - Rancho Bernardo
● ClosedParamount Tax & Accounting in Rancho Bernardo, located at 16776 Bernardo Center Drive in San Diego, California, offers a wide range of accounting and finance services. In the event of a tax notice, they have an audit defense department ready to assist, partnering with Protection Plus $1 Million Tax Audit Defense. They specialize in finding deductions and credits for personal taxes, small businesses, partnerships, LLCs, corporations, and more. Their team of licensed tax professionals provides professional tax preparation services with a dedication to professionalism, responsiveness, and quality. They offer a variety of accounting and bookkeeping services tailored to meet the unique needs of their clients, including tax planning and financial statement preparation.
16776 Bernardo Center Dr Ste 203, San Diego, CA 92128, United States -
Merrill Lynch Financial Advisor Renee McLeod
● ClosedMerrill Lynch Financial Advisor Renee McLeod, located at 700 Main Street in Napa, California, is dedicated to helping you manage your wealth through personalized wealth management strategies. With a deep understanding of your financial picture, Renee can create a flexible strategy tailored to your goals and priorities, providing access to the investment insights of Merrill and the banking solutions of Bank of America. Renee believes in actively participating in the community and volunteers with local organizations. Through Merrill Personal Wealth Analysis™, Renee can help you build a personalized plan focused on achieving your goals. As your financial advisor, Renee prioritizes what matters most to you, whether it's funding your children's education, planning for retirement, or passing wealth to future generations. By providing transparency and simplicity to the complexities of investing, Renee aims to make wealth planning an exciting journey towards reaching your goals.
700 Main St, Napa, CA 94559, United States -
Merrill Lynch Financial Advisor David McLaughlin
● OpenAt Merrill Lynch Financial Advisor David McLaughlin in Palo Alto, California, clients can expect personalized wealth management services tailored to their unique needs and goals. David McLaughlin, a Private Wealth Manager with Merrill Private Wealth Management, specializes in working with high-net-worth individuals, law firm partners, entrepreneurs, and senior executives in the technology and life sciences industries. With a limited number of clients, David is able to provide a high level of personalized service and attention, helping clients preserve, grow, and transfer their wealth more effectively. David's approach is focused on putting clients' interests first and making their lives easier. He offers a range of services including tailored portfolio design, cash-flow management, pre- and post-liquidity-event planning, trust and estate planning services, and charitable giving. With a background in law firm banking and over a decade of experience in wealth management, David is well-equipped to address the complexities that come with substantial wealth.
3075 Hansen Way, Palo Alto, CA 94304, United States -
The Maimon Group
● OpenThe Maimon Group, located at 640 South San Vicente Boulevard in Los Angeles, California, is a premier real estate and travel agency offering short and long-term stays in some of the world's most luxurious properties. With access to exotic automobiles, private jet travel, and luxury yacht charters, The Maimon Group provides top-notch event specialists and hospitality experts to create unforgettable experiences in exclusive destinations. Their dedicated concierge team and exclusive amenity partners ensure that every stay is tailored to the highest standards of luxury and comfort. Customers rave about the impeccable service, stunning accommodations, and seamless booking process provided by The Maimon Group, making it a top choice for those seeking a truly exceptional rental experience in Los Angeles. Whether you're planning a girls' weekend getaway, a special event, or a relaxing retreat, The Maimon Group is the ultimate destination for luxury rentals and unparalleled service.
640 S San Vicente Blvd Ste 310, Los Angeles, CA 90048, United States -
Northwestern Mutual Financial: Smith Gerald L
● OpenNorthwestern Mutual Financial: Smith Gerald L is a finance institution located at 1545 Saint Marks Plaza, Stockton, California, United States. Our financial advisors are dedicated to helping protect your family and keeping your goals on track with insurance designed to provide financial flexibility and income protection. When you work with us, you can expect personalized plans that balance your current and future priorities, all at no cost to you. As a Top 10 Independent Investment Broker-Dealer and the Best Life Insurance Company for Customer Experience, we offer a wide range of financial options tailored to your goals. Our advisors will guide you through life events, big and small, to help you achieve the life you've always wanted. Connect with us today to start planning for a secure financial future.
1545 St Marks Plaza Suite 5, Stockton, CA 95207, United States -
Merrill Lynch Financial Advisor James Landeros
● ClosedMerrill Lynch Financial Advisor James Landeros is a finance institution located at 1424 State Street, Santa Barbara, California, United States. James Landeros has extensive experience in helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They work closely with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. Merrill Personal Wealth Analysis™ is offered to build and document personalized financial plans tailored to individual goals. The institution focuses on understanding the client's priorities, family, and goals, adapting to changes over time. They believe in a personalized approach to financial planning, aiming to help clients pursue their aspirations while managing investment risk.
1424 State St, Santa Barbara, CA 93101, United States -
Bank of America Private Client Advisor Simone S Branigan
● OpenBank of America Private Client Advisor Simone S. Branigan, based in Los Angeles, California, is a Senior Vice President at Bank of America Private Bank. Simone and her team of specialists work closely with clients to design and implement tailored financial strategies in investment management, trust and estate planning, liquidity-event strategies, lending, and philanthropy. With over 25 years of experience in client relationship management, credit and investment strategy, Simone provides strategic advisory leadership for high-net-worth individuals, corporate executives, privately held companies, and non-profit organizations. She holds a Master of Business Administration degree in Finance from the University of Southern California and has extensive experience in real estate finance, private equity, and more. Simone is also actively involved in philanthropic and non-profit organizations in the Los Angeles area. Bank of America Private Bank has a history of helping clients manage significant wealth and achieve their financial objectives, with a commitment to innovation and providing disciplined financial strategies. Please note that Bank of America Private Bank does not provide legal, tax, or accounting advice.
2049 Century Park E, Los Angeles, CA 90067, United States -
Merrill Lynch Private Wealth Advisor Ryan C Moore
● OpenMerrill Lynch Private Wealth Advisor Ryan C Moore, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. The team of private wealth advisors at Merrill Private Wealth Management is dedicated to meeting specialized needs with trust and personalized service. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, focuses on serving executive and corporate clients by aligning client goals with tailored financial solutions. With experience at J.P. Morgan’s Private Bank and Hambrecht & Quist’s Investment Bank, Diane provides services such as pre & post liquidity planning, corporate financial services, and trust and estate planning. She is actively involved in the community and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Diane M Coon
● OpenThe Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.
520 Newport Center Dr, Newport Beach, CA 92660, United States
- Financial consulting
- Tax consultant
- Tax preparation services
- Financial advisor
- Tax advisor
- Cleaning service
- House cleaning
- Home cleaning
- Professional cleaning service
- Office cleaning service
- Outdoor pool
- Vacation rentals with pool
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- Tailored event planning in Yorba Linda
- Tailored event planning in Yucaipa
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