Tax efficient investing tips in California
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Fidelity Investments
● ClosedFidelity Investments is a renowned finance institution located at 4500-A Tassajara Road, Dublin, California, United States. With a strong reputation for providing top-notch financial services, Fidelity Investments offers a wide range of investment options and guidance to help individuals and businesses achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Fidelity Investments has the expertise and resources to help you make informed decisions and secure your financial future.
4500-A Tassajara Rd, Dublin, CA 94568, United States -
P M Tax & Financial Services
● ClosedP M Tax & Financial Services is a reputable accounting and finance institution located at 11777 Bernardo Plaza Court in San Diego, California. Our experienced team of professionals offers a wide range of services including tax preparation, financial planning, and bookkeeping. We are dedicated to providing personalized and reliable solutions to meet the unique needs of our clients. Whether you are an individual or a business owner, you can trust P M Tax & Financial Services to help you achieve your financial goals. Contact us today to schedule a consultation.
11777 Bernardo Plaza Ct # 202, San Diego, CA 92128, United States -
Tax Advantage
● ClosedTax Advantage is a reputable accounting and finance institution located at 311 Parker Street in Vacaville, California, United States. With a team of experienced professionals, Tax Advantage specializes in providing expert tax advice and financial planning services to individuals and businesses. Whether you need help with tax preparation, retirement planning, or investment strategies, Tax Advantage is dedicated to helping you maximize your financial potential and achieve your goals. Contact us today to learn more about how we can help you gain a tax advantage.
311 Parker St, Vacaville, CA 95688, United States -
Carter Tax & Financial
● ClosedCarter Tax & Financial is a reputable institution located at 5360 Jackson Drive in La Mesa, California. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust Carter Tax & Financial to help you navigate the complexities of the financial world and achieve your financial goals.
5360 Jackson Dr # 118, La Mesa, CA 91942, United States -
Jackie Barikhan - Summit Lending
● ClosedJackie Barikhan - Summit Lending is a finance institution located at 17011 Beach Boulevard, Huntington Beach, California, United States. They specialize in providing cash flow loans for investment properties, offering an alternative to traditional tax returns. Clients have praised Jackie for her efficiency, professionalism, and caring nature. She has helped many individuals and families achieve their dream of homeownership, even in stressful situations. The institution also offers tips on boosting credit scores and staying updated on mortgage laws. My Lender Jackie is known for providing fast, customized quotes with great rates and integrity. You can contact them at 949-600-0944 or visit www.talkwithJackie.com to set up an appointment. Additionally, they sponsor The Christmas Mortgage Miracle on The Answer 96.1 FM/1170 AM, where winners can receive mortgage or rent payments for 2024.
17011 Beach Blvd Suite 1100, Huntington Beach, CA 92647, United States -
Dirk Jackson - State Farm Insurance Agent
● ClosedDirk Jackson - State Farm Insurance Agent is a trusted insurance agency located at 39500 Stevenson Place in Fremont, California, United States. Our team is dedicated to helping you protect what matters most, whether it's your home, car, or loved ones. We offer a range of insurance policies, including personal articles and personal liability coverage, to ensure you are fully protected from any potential loss exposure. If you're a student dealing with student loans, we can help you find ways to pay them off faster and more efficiently. We also provide valuable tips for driving on rural roads, where farm vehicles and other risks may be present.
39500 Stevenson Pl Ste 208, Fremont, CA 94539, United States -
Cesar Marmolejo: Primerica - Financial Services
● OpenCesar Marmolejo: Primerica - Financial Services is a reputable finance and insurance agency located at 36330 Hidden Springs Road in Wildomar, California, United States. Our experienced team is dedicated to providing top-notch financial services to help individuals and families secure their financial future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, we are here to help you every step of the way. Contact us today to schedule a consultation and take the first step towards achieving your financial goals.
36330 Hidden Springs Rd STE E, Wildomar, CA 92595, United States -
Financial Planning Focus
● OpenFinancial Planning Focus is a leading finance institution located at 38 Edgefield Court in Napa, California, United States. Our institution specializes in providing comprehensive financial planning services to individuals and businesses looking to secure their financial future. Our team of experienced financial advisors are dedicated to helping our clients achieve their financial goals through personalized strategies tailored to their specific needs. Whether you are looking to plan for retirement, save for a major purchase, or invest for the future, Financial Planning Focus is here to guide you every step of the way. Contact us today to schedule a consultation and start planning for a brighter financial future.
38 Edgefield Ct, Napa, CA 94558, United States -
Owl and Ore Wealth Planning
● ClosedOwl and Ore Wealth Planning is a finance institution located at 3478 Buskirk Avenue in Pleasant Hill, California, United States. The institution offers a range of services, including managing assets for a fee based on a percentage of the account balance. They will take on non-equity compensation cases in special instances, with a minimum of $500,000 aggregate in assets required for management services. Fees are negotiable and can be paid upfront annually or on an ongoing monthly basis. Planning fees are based on clients' net worth and the complexity of the case. Owl and Ore LLC is a Registered Investment Advisor, operating as Owl and Ore Wealth Planning in California, Texas, and other jurisdictions where exempt from registration. More information about fees and services can be found in the firm's ADV Part II link.
3478 Buskirk Ave # 1000, Pleasant Hill, CA 94523, United States -
Zuk Financial Group
● ClosedZuk Financial Group is a leading finance institution located at 199 South Monte Vista Avenue in San Dimas, California, United States. With a team of experienced professionals, Zuk Financial Group offers a wide range of financial services to individuals and businesses, including investment management, retirement planning, and wealth management. Whether you are looking to grow your assets or secure your financial future, Zuk Financial Group is dedicated to helping you achieve your goals with personalized solutions and expert advice.
199 S Monte Vista Ave # 5, San Dimas, CA 91773, United States -
Strivent Financial
● ClosedStrivent Financial is a leading finance institution located at 27201 Puerta Real in Mission Viejo, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them achieve their financial goals and secure their future. Our team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your assets, Strivent Financial is here to help you every step of the way. Contact us today to schedule a consultation and take control of your financial future.
27201 Puerta Real Suite 300, Mission Viejo, CA 92691, United States -
Mike Kenison - SAFE Financial Services - Wealth Advisor
● OpenMike Kenison - SAFE Financial Services - Wealth Advisor is a reputable finance institution located at 2295 Iron Point Road in Folsom, California, United States. Specializing in providing personalized wealth management services, Mike Kenison and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With years of experience and expertise in the field, they offer comprehensive financial planning, investment strategies, and retirement planning tailored to each client's individual needs. Whether you are looking to grow your wealth, protect your assets, or plan for a comfortable retirement, Mike Kenison - SAFE Financial Services - Wealth Advisor is committed to providing top-notch financial advice and guidance.
2295 Iron Point Rd Suite 100, Folsom, CA 95630, United States -
Westlake Village
● OpenWestlake Village is a premier laundry institution located at 370 North Westlake Boulevard in Westlake Village, California, United States. Our facility offers state-of-the-art equipment and top-notch services to ensure your laundry needs are met with efficiency and convenience. Whether you're looking to wash, dry, or fold your clothes, Westlake Village is the perfect destination for all your laundry needs. Our friendly staff is dedicated to providing a clean and welcoming environment for our customers to enjoy. Visit us today and experience the difference at Westlake Village.
370 N Westlake Blvd STE 225, Westlake Village, CA 91362, United States -
Merrill Lynch Financial Advisor Andrew J Mayer
● ClosedMerrill Lynch Financial Advisor Andrew J Mayer is a finance institution located at 555 California Street, San Francisco, California, United States. At Merrill Lynch, every relationship begins with a conversation to help identify and prioritize your goals. They believe in achieving financial success by making investment-related decisions that align with your personal goals. Through the Investment Personality Assessment, they aim to understand your investing preferences and customize a financial approach tailored to your needs. The institution offers personalized plans to help manage, grow, and preserve your wealth, taking into account changes in your life and goals over time. The team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they work with you to develop an approach designed to address your financial needs. The institution prioritizes understanding you and what matters most to you, offering personalized investment strategies and comprehensive financial solutions. They provide the latest investment insights, tips, and strategies to help you achieve your financial goals.
555 California St, San Francisco, CA 94104, United States -
Joshua D Miller - Private Wealth Advisor, Ameriprise Financial Services, LLC
● OpenJoshua D Miller is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 591 West Hamilton Avenue in Campbell, California. With a focus on providing personalized financial planning and investment management services, Joshua D Miller helps clients navigate their financial goals and build a secure future. With a commitment to transparency and integrity, Joshua D Miller works closely with individuals and families to create customized financial strategies tailored to their specific needs and objectives. Trust Joshua D Miller to guide you towards financial success and peace of mind.
591 W Hamilton Ave Ste 110, Campbell, CA 95008, United States -
Edward Jones - Financial Advisor: Jo Ann M Massicott
● OpenEdward Jones - Financial Advisor: Jo Ann M Massicott is a trusted financial institution located at 3839 Constellation Road in Lompoc, California, United States. Specializing in personalized financial planning and investment services, Jo Ann M Massicott is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships and providing tailored solutions, this institution is committed to delivering top-notch financial advice and guidance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Edward Jones - Financial Advisor: Jo Ann M Massicott is here to help you every step of the way.
3839 Constellation Rd B, Lompoc, CA 93436, United States -
OZ Wealth Management
● ClosedOZ Wealth Management, located at 530 Technology Drive in Irvine, California, is a finance institution that specializes in creating active investment strategies across public markets and tailored solutions for individual investors. With over 10 years of experience, our team of experts helps people and businesses build and manage wealth to pursue their financial goals. We provide personalized financial planning proposals to help our clients worry less about the future. As a registered investment firm, we utilize an electronic trading platform for the trade of various financial assets, ensuring that our clients receive the best possible service. Our team operates under the highest fiduciary standards, always putting our clients' interests first. We work closely with our clients to understand their unique situations and help them achieve their financial goals. Our financial advisor, who graduated with a bachelor's degree in Actuarial Science, is dedicated to providing highly personalized service and helping clients make informed, financially sound decisions. Whether you're new to investing or have years of experience, our services support you as your financial needs change over time. We are committed to aligning your portfolio with your principles and priorities, and providing you with investing opportunities that support your goals. Our powerful and secure digital platform makes it easy to transfer funds, view investment performance, and more. OZ Wealth Management is regulated by the California Department of Financial Protection and Innovation, and offers advisory services in states where registered or exempt from registration.
530 Technology Dr Ste 100 Suite 100, Irvine, CA 92618, United States -
Todd Volkart - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedTodd Volkart is a dedicated financial advisor at Ameriprise Financial Services, LLC located at 4655 Executive Drive in San Diego, California. With a focus on personalized financial planning and investment strategies, Todd helps clients achieve their financial goals and secure their future. Whether you are looking to build wealth, plan for retirement, or protect your assets, Todd Volkart is committed to providing expert guidance and support every step of the way. Contact Todd Volkart today to start planning for a more secure financial future.
4655 Executive Dr Ste #300, San Diego, CA 92121, United States -
Melissa Oliver - Financial Advisor, Ameriprise Financial Services, LLC
● OpenMelissa Oliver is a Financial Advisor at Ameriprise Financial Services, LLC located at 29899 Agoura Road, Agoura Hills, California, United States. Melissa holds various certifications such as 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®. These certifications demonstrate Melissa's expertise in various financial planning areas including asset management, investment strategies, retirement planning, estate planning, risk management, and more. Melissa is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Melissa Oliver for expert financial guidance tailored to your specific needs.
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301, United States -
Los Angeles County Fire Dept. Station 173
● OpenWelcome to Los Angeles County Fire Department Station 173, proudly serving the community from 9001 South Crenshaw Boulevard, Inglewood, California. As part of the esteemed Los Angeles County Fire Department, our station is dedicated to providing top-tier fire and emergency services, reflecting the internationally renowned reputation of our firefighters and lifeguards. At Station 173, we are committed to excellence in fire safety, emergency medical services, and community involvement. Our team is trained to handle a wide range of emergencies with professionalism and expertise. We also emphasize the importance of fire safety education, helping our community understand potential hazards and prepare for emergencies.
9001 South Crenshaw Boulevard, Inglewood, California 90305, United States -
SecureSpace Self Storage West Carson Torrance
● OpenWelcome to SecureSpace Self Storage West Carson Torrance, your trusted partner for all your moving and storage needs. Conveniently located at 722 West 220th Street, Torrance, California, our facility offers a variety of storage solutions tailored to meet your specific needs, whether you're downsizing, relocating, or simply seeking extra space for your belongings. Our facility boasts a range of storage unit sizes, starting from our compact 5x5 units, ideal for storing seasonal items or small furniture, to our spacious 10x15 units, perfect for housing the contents of a larger residence. Whether you're storing a few boxes or an entire household, our friendly and knowledgeable staff are here to help you select the perfect unit and provide expert advice on packing and storage.
722 West 220th Street, Torrance, California 90502, United States -
Burke, Williams & Sorensen, LLP
● OpenWelcome to Burke, Williams & Sorensen, LLP, your trusted legal partner in Camarillo, California. Conveniently located at 2310 East Ponderosa Drive, we are a distinguished law firm specializing in a wide array of legal services, with a focus on California appellate litigation, writs, and appeals. Our team of experienced attorneys is dedicated to providing exceptional legal representation across various practice areas. We have a proven track record of success in complex cases, including securing jury verdicts in race and age discrimination claims, defending major corporations against employee lawsuits, and prevailing in cutting-edge CEQA challenges.
2310 East Ponderosa Drive, Camarillo, California 93010, United States -
Bailey Cotrona | Realtor
● ClosedWelcome to Bailey Cotrona | Realtor, your trusted partner in real estate across the stunning Monterey Bay and vibrant Silicon Valley. Located at 269 Mount Hermon Road, Scotts Valley, California, we proudly serve the Santa Cruz and Bay Area communities with unwavering dedication and a commitment to excellence. At Sol Property Advisors Inc., we bring over 118 years of combined experience to the table, ensuring that whether you're buying, selling, or investing, you're in capable hands. Our team is detail-obsessed, collaborative, and service-centric, ready to streamline and elevate your real estate experience with integrity, innovation, and teamwork.
269 Mount Hermon Road, Scotts Valley, California 95066, United States
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- Tax efficient investing tips in Agoura Hills
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List of local businesses, places and services in California
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