Tax and financial services in Del Mar, CA
48 results found
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Anthony Camara - Thrivent
● OpenAnthony Camara - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. They are licensed in multiple states including CA, FL, MN, TN, TX, and UT. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, but they offer advice and guidance through their Financial Planning Framework. Clients can further their planning engagement with Thrivent through Dedicated Planning Services, which provide written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are able to provide investment advisory services. For more information about their financial advisors and professional designations, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Jonathan Doering - Thrivent
● OpenJonathan Doering - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California. They are licensed in multiple states including Arizona, California, Florida, Texas, and more. The institution does not provide legal, accounting, or tax advice, but offers financial planning services through their Financial Planning Framework. Clients can also opt for Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, with insurance products issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser. Only credentialed financial advisors provide investment advisory services. For more information, visit their website or FINRA's Broker Check.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Dave Saviage - Thrivent
● OpenDave Saviage - Thrivent is a finance institution located at 445 Marine View Avenue in Del Mar, California, United States. The institution is licensed in the states of California (Insurance Lic. #0E91563), Florida, and Minnesota. They offer financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors provide investment advisory services. For more information, visit their website at thrivent.com or FINRA's Broker Check. Please consult your attorney or tax professional for legal, accounting, or tax advice.
445 Marine View Ave #390, Del Mar, CA 92014, United States -
Mark E. Beal CPA
● OpenMark E. Beal CPA is a trusted accounting and finance institution located at 231 Vista Del Mar in Redondo Beach, California, United States. With years of experience and expertise in the field, Mark E. Beal CPA offers a wide range of services to individuals and businesses, including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to providing personalized and reliable solutions to help clients achieve their financial goals. Whether you need assistance with tax compliance or strategic financial planning, Mark E. Beal CPA is committed to delivering exceptional service and results. Contact them today to learn more about how they can help you navigate the complex world of accounting and finance.
231 Vista Del Mar, Redondo Beach, CA 90277, United States -
Hsu Yim Leung
● OpenHsu Yim Leung is a reputable accounting and finance institution located at 3223 Del Mar Avenue in Rosemead, California, United States. With a strong focus on providing high-quality financial services, Hsu Yim Leung offers expert advice and guidance to individuals and businesses seeking assistance with their accounting and financial needs. The institution prides itself on its knowledgeable staff and commitment to excellence, making it a trusted resource for clients in the Rosemead area and beyond.
3223 Del Mar Ave, Rosemead, CA 91770, United States -
Lavelle & Associates, CPAs
● OpenLavelle & Associates, CPAs is a reputable accounting and finance institution located at 1201 Camino Del Mar in Del Mar, California, United States. With a team of experienced and knowledgeable CPAs, they provide a wide range of financial services including tax preparation, auditing, consulting, and more. Clients can trust Lavelle & Associates to provide professional and personalized financial solutions to help them achieve their goals.
1201 Camino Del Mar #202, Del Mar, CA 92014, United States -
Lowell Foster, CPA
● OpenLowell Foster, CPA is a reputable accounting and finance institution located at 3790 Via De La Valle in Del Mar, California, United States. With a team of experienced and knowledgeable Certified Public Accountants, Lowell Foster offers a wide range of services including tax preparation, financial planning, audit representation, and more. Clients can trust Lowell Foster to provide accurate and reliable financial solutions to help them achieve their goals.
3790 Via De La Valle, Del Mar, CA 92014, United States -
Charles L Lano, EA, MS
● OpenCharles L Lano, EA, MS is an esteemed accounting and finance institution located at 306 Vista Del Mar in Redondo Beach, California, United States. With a focus on providing expert financial services, Charles L Lano, EA, MS is dedicated to helping individuals and businesses navigate the complexities of taxes, bookkeeping, and financial planning. Led by experienced professionals, this institution offers a wide range of services tailored to meet the unique needs of each client. Whether you are looking for tax assistance, financial advice, or accounting services, Charles L Lano, EA, MS is here to help you achieve your financial goals.
306 Vista Del Mar # D, Redondo Beach, CA 90277, United States -
Richard J. Cordes, CPA, JD, LLM
● OpenRichard J. Cordes, CPA, JD, LLM is a prestigious accounting and finance institution located at 310 Vista Del Mar in Redondo Beach, California, United States. With a team of highly qualified professionals, including Certified Public Accountants, attorneys with Juris Doctor degrees, and experts in tax law with Master of Laws degrees, this institution offers top-notch services in accounting, finance, and tax planning. Clients can trust Richard J. Cordes and his team to provide expert guidance and assistance in navigating the complex world of financial management and compliance.
310 Vista Del Mar, Redondo Beach, CA 90277, United States -
TaxEntity
● OpenTaxEntity is a reputable accounting and finance institution located at 3257 Del Mar Avenue in Rosemead, California, United States. Our team of experienced professionals is dedicated to providing top-notch services in tax preparation, financial planning, and accounting services. With a focus on accuracy and efficiency, TaxEntity is committed to helping individuals and businesses navigate the complexities of tax laws and financial management. Trust TaxEntity to handle all your accounting and finance needs with precision and expertise.
3257 Del Mar Ave suite b, Rosemead, CA 91770, United States -
Art Wankel & Associates
● OpenArt Wankel & Associates is a reputable accounting and finance institution located at 2770 Via De La Valle in Del Mar, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or investment management, Art Wankel & Associates is dedicated to providing top-notch services tailored to meet your specific needs. Their commitment to excellence and attention to detail make them a trusted partner for all your accounting and finance needs.
2770 Via De La Valle Suite 205, Del Mar, CA 92014, United States -
The Kaseno CPA Firm
● OpenLocated at 445 Marine View Avenue in Del Mar, California, The Kaseno CPA Firm is a trusted institution specializing in accounting and finance services. Led by Karen Kaseno, a CPA with over 30 years of experience, the firm offers Divorce Financial Solutions, Litigation support, and Business Valuations for clients in the San Diego area. Karen Kaseno and her team are skilled at assisting parties and their attorneys in navigating through family law cases of all sizes, from small to multi-million dollar asset cases. They provide insights and clarity on complex financial issues, helping clients understand and resolve their financial matters efficiently.
445 Marine View Ave STE 300, Del Mar, CA 92014, United States -
Ortega Accountancy, APC
● OpenOrtega Accountancy, APC is a full-service accounting firm located at 12526 High Bluff Drive in San Diego, California. Specializing in accounting and finance, we offer a range of services including tax preparation, financial statement preparation, audits, and tax planning for individuals, businesses, and organizations exempt from income tax. Established in 2003 by Mario Ortega, our dedicated team is committed to making our clients' lives easier by providing clear communication, expertise in tax and audit services, and valuable insights for better business decisions. We adhere to industry standards such as Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards (GAGAS), ensuring accurate and reliable financial reporting.
12526 High Bluff Dr UNIT 300, San Diego, CA 92130, United States -
Hull Ruhl & Moore
● OpenHull Ruhl & Moore is a reputable accounting and finance institution located at 310 Vista Del Mar in Redondo Beach, California, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Their dedication to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual seeking personal financial advice or a business in need of accounting solutions, Hull Ruhl & Moore is committed to helping you achieve your financial goals.
310 Vista Del Mar # A, Redondo Beach, CA 90277, United States -
Mortgage, Bank of America
● OpenWelcome to Mortgage Services at Bank of America, located at 783 Rio Del Mar Boulevard, Aptos, California 95003. We are committed to helping you find the right home financing solutions tailored to your unique needs and circumstances. Our team of experienced lending specialists is available to assist you in exploring a wide range of mortgage options, from fixed-rate loans to adjustable-rate mortgages (ARMs), ensuring you have the information needed to make informed decisions. To receive your personalized loan estimate, please contact our lending specialists at 866.466.0979 during our normal operating hours: Monday through Friday from 8 a.m. to 10 p.m. ET, and Saturday from 8 a.m. to 6:30 p.m. ET. This estimate will provide a preview of what we might offer, although it does not constitute loan approval.
783 Rio Del Mar Boulevard, Aptos, California 95003, United States -
Megan Lyng - David Lyng Real Estate
● OpenWelcome to Megan Lyng - David Lyng Real Estate, your premier real estate agency located at 1041 41st Avenue, Santa Cruz, California. Our agency is dedicated to providing exceptional real estate services in one of California's most beautiful coastal regions. Nestled close to the ocean and within easy reach of Silicon Valley, our location offers the perfect blend of accessibility and tranquility, allowing you to enjoy both the vibrant tech hub and the serene beauty of nature. At Megan Lyng - David Lyng Real Estate, we specialize in a diverse range of properties, from stunning oceanfront homes with breathtaking views to charming country retreats and stylish urban residences. Whether you are looking for a luxury beachfront property, a cozy family home, or a unique investment opportunity, our experienced team is here to guide you every step of the way.
1041 41st Avenue, Santa Cruz, California 95062, United States -
The Manjarrez Group - Century 21 Realty Masters
● OpenWelcome to The Manjarrez Group - Century 21 Realty Masters Located at 11716 Rosecrans Avenue in Norwalk, California, The Manjarrez Group is your premier real estate agency, dedicated to serving clients with integrity and expertise. As the #1 Most Requested Real Estate Team and proudly rated #1 by Google, our commitment is to prioritize your best interests in every transaction.
11716 Rosecrans Avenue, Norwalk, California 90650, United States -
Holly McKhann Realtor- First Team Real Estate | Luxury Portfolio International
● OpenWelcome to Holly McKhann Realtor - First Team Real Estate | Luxury Portfolio International, your premier destination for real estate services in San Clemente, California. Conveniently located at 209 Avenida Del Mar, our agency specializes in providing top-tier real estate solutions tailored to meet your needs, whether you're searching for homes, condos, land, or foreclosure properties. Our website offers the most comprehensive real estate search experience, featuring the latest listings updated every 15 minutes directly from the official Realtor®'s database. With our user-friendly interface, you can easily navigate through available properties and take advantage of our Interactive Map Search to view listings on a map or draw custom boundaries to refine your search.
209 Avenida Del Mar, San Clemente, California 92672, United States
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