Tax management solutions in Long Beach, California
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Merrill Lynch Financial Advisor Scott D Paul
● OpenMerrill Lynch Financial Advisor Scott D Paul is a finance institution located at 3010 Old Ranch Parkway, Seal Beach, California, United States. Scott is a CERTIFIED FINANCIAL PLANNER™ with over 20 years of experience in providing financial and wealth management advice. He is dedicated to participating in the community and volunteers with local organizations. The institution offers personalized financial planning through Merrill Personal Wealth Analysis™ to help clients achieve their goals. Scott believes in understanding his clients' priorities and goals to create tailored financial approaches. By utilizing the Investment Personality Assessment, he can customize strategies to align with clients' investing preferences. With access to Merrill's investment insights and Bank of America's banking solutions, Scott works with clients to develop comprehensive financial plans. The institution focuses on building long-term relationships with clients to help them navigate life changes and market fluctuations. By regularly reviewing goals and financial approaches, Scott ensures clients stay on track to achieve what matters most to them. As a Merrill Lynch Wealth Management Advisor, Scott provides personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a focus on understanding clients' financial situations and priorities, the institution designs approaches that reflect unique needs and financial situations. Scott is registered to do business in multiple states and holds the CFP® certification. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, to help clients achieve their financial goals.
3010 Old Ranch Pkwy 1st Floor, Seal Beach, CA 90740, United States -
Edward Jones - Financial Advisor: Zachary T Alario, CFP®
● OpenEdward Jones - Financial Advisor: Zachary T Alario, CFP® is a renowned financial institution located at 250 Newport Center Drive in Newport Beach, California, United States. Specializing in comprehensive financial planning and investment management, Zachary T Alario, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Zachary T Alario, CFP® is dedicated to helping you secure your financial future.
250 Newport Center Dr #206, Newport Beach, CA 92660, 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 -
Merrill Lynch Financial Advisor Jeff C Jen
● ClosedMerrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Quintessential Financial Corporation
● OpenQuintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
The Hamilton Group - UBS Financial Services Inc.
● OpenThe Hamilton Group - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California. As part of the global UBS network, they offer a wide range of financial services to clients, including wealth management, investment banking, and asset management. With a strong reputation for excellence and expertise in the industry, The Hamilton Group provides personalized solutions to help clients achieve their financial goals. Visit their office in Newport Beach to learn more about how they can assist you with your financial needs.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Kayne Anderson Rudnick
● OpenKayne Anderson Rudnick is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. With a reputation for excellence in investment management, Kayne Anderson Rudnick provides personalized financial services to individuals, families, and institutions. Their team of experienced professionals offers a wide range of investment strategies to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or preserve your assets, Kayne Anderson Rudnick is dedicated to providing tailored solutions to meet your needs.
23 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Coto Service's
● OpenCoto Service's is a trusted accounting and finance institution located at 8257 Long Beach Boulevard in Walnut Park, California, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to provide personalized solutions tailored to your specific needs. Visit us today to experience our top-notch services and see why we are a leading institution in the industry.
8257 Long Beach Blvd, Walnut Park, CA 90280, United States -
Cooper's Accounting Services, LP
● OpenCooper's Accounting Services, LP is a reputable accounting and finance institution located at 4300 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, Cooper's Accounting Services, LP is dedicated to providing reliable and efficient solutions tailored to meet your specific needs. Trustworthy and dependable, they are committed to helping clients achieve their financial goals and ensuring their success. Visit Cooper's Accounting Services, LP today for all your accounting and finance needs.
4300 Long Beach Blvd suite 350, Long Beach, CA 90807, United States -
CM_TAXCONSULTANT
● OpenCM Tax Consultant is a leading institution specializing in accounting and finance services, located at 3520 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, we provide expert advice and solutions to help individuals and businesses navigate the complexities of tax and financial management. Whether you need help with tax preparation, financial planning, or business consulting, our dedicated team is here to assist you every step of the way. Trust CM Tax Consultant for all your accounting and finance needs.
3520 Long Beach Blvd #214, Long Beach, CA 90807, United States -
Accounting Xpress
● OpenAccounting Xpress is a reputable institution located at 5704 Cherry Avenue in Long Beach, California, United States. Specializing in accounting and finance services, Accounting Xpress is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, payroll, and financial consulting. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Accounting Xpress is the go-to institution for all your accounting needs.
5704 Cherry Ave, Long Beach, CA 90805, United States -
Holmes & Associates
● OpenHolmes & Associates is a reputable accounting and finance institution located at 400 Oceangate in Long Beach, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Holmes & Associates to help you achieve your financial goals with precision and integrity.
400 Oceangate #1100, Long Beach, CA 90802, United States -
Charles Albert & Associates
● OpenCharles Albert & Associates is a reputable accounting and finance institution located at 800 East Ocean Boulevard in the vibrant city of Long Beach, California. With a team of experienced professionals, we provide top-notch financial services to individuals and businesses alike. Our expertise in accounting and finance allows us to offer tailored solutions to meet our clients' unique needs. Whether you need assistance with tax preparation, bookkeeping, financial planning, or investment management, our dedicated team is here to help. Trust Charles Albert & Associates for all your accounting and finance needs.
800 E Ocean Blvd #102, Long Beach, CA 90802, United States -
LTN Services, Inc.
● OpenLTN Services, Inc. is a reputable accounting and finance institution located at 111 West Ocean Boulevard in Long Beach, California. With a team of experienced professionals, LTN Services, Inc. offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Clients can expect personalized and reliable assistance to help them manage their finances effectively. Whether you are an individual or a business owner, LTN Services, Inc. is dedicated to providing top-notch accounting and financial solutions to meet your needs.
111 W Ocean Blvd, Long Beach, CA 90802, United States -
TaxCo
● OpenTaxCo is a reputable accounting and finance institution located at 3501 East 7th Street in Long Beach, California, United States. Specializing in tax preparation, financial planning, and accounting services, TaxCo is dedicated to helping individuals and businesses manage their finances efficiently and effectively. With a team of experienced professionals, TaxCo provides personalized solutions to meet the unique needs of each client. Whether you need assistance with tax filing, investment planning, or bookkeeping, TaxCo is committed to delivering top-notch services to help you achieve your financial goals.
3501 E 7th St, Long Beach, CA 90804, United States -
Professional West
● OpenProfessional West is a leading institution specializing in accounting and finance located at 350 Redondo Avenue in Long Beach, California. Our experienced professionals offer a wide range of services to help individuals and businesses manage their financial affairs effectively. Whether you need assistance with tax preparation, financial planning, or investment strategies, our team is dedicated to providing expert guidance and personalized solutions. Visit us today to see how Professional West can help you achieve your financial goals.
350 Redondo Ave, Long Beach, CA 90814, United States -
Logica Accounting Services
● OpenLogica Accounting Services is a professional accounting and finance institution located at 5150 Pacific Coast Highway in Long Beach, California. Specializing in accounting, bookkeeping, payroll, tax preparation, and business advisory services, Logica Accounting Services is dedicated to providing top-notch financial solutions for non-profits and small business owners. With expertise in QuickBooks and Sage accounting software, the institution ensures that all financial transactions are managed accurately and efficiently. Clients from various cities across California, including Lancaster, Los Angeles, San Diego, Irvine, and Newport Beach, have praised Logica Accounting Services for their white-glove approach to accounting services. The institution's commitment to responsiveness, reliability, and excellent customer service has earned them high recommendations from satisfied clients.
5150 Pacific Coast Hwy # 200, Long Beach, CA 90804, United States -
Livias Services
● OpenLivias Services is a reputable accounting and finance institution located at 6293 Cherry Avenue in Long Beach, California, United States. With a team of experienced professionals, Livias Services offers a wide range of financial services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you are an individual or a business owner, Livias Services is dedicated to providing top-notch financial solutions tailored to meet your specific needs. Trust Livias Services to help you navigate the complexities of accounting and finance with expertise and efficiency.
6293 Cherry Ave, Long Beach, CA 90805, United States -
Hamilton Mercer & Werre
● OpenHamilton Mercer & Werre is a leading accounting and finance institution located at 2750 North Bellflower Boulevard in Long Beach, California. With a team of dedicated professionals, they offer a wide range of services including tax preparation, financial planning, and consulting. Their expertise and commitment to excellence make them a trusted partner for individuals and businesses alike. Visit Hamilton Mercer & Werre for all your accounting and finance needs.
2750 N Bellflower Blvd # 201, Long Beach, CA 90815, United States -
Fosado Bookkeeping LLC
● OpenFosado Bookkeeping LLC, located at 5760 East Los Arcos Street in Long Beach, California, is a trusted institution specializing in accounting and finance services. Led by Rodrigo Fosado, who holds a degree in accounting and business management from California State University, Los Angeles, the company offers affordable solutions for start-up to midsize companies, with a focus on manufacturing and construction industries. With 16 years of experience, Fosado Bookkeeping LLC provides services such as accounting, bookkeeping, employment recruiting, and payroll. Rodrigo Fosado is bilingual in English and Spanish, making communication easy for all clients. To learn more about how Fosado Bookkeeping LLC can help your company, contact them via email at [email protected] or by phone at (562) 293-7746.
5760 E Los Arcos St, Long Beach, CA 90815, United States -
Streamline Business Services
● OpenStreamline Business Services, located at 5000 East Spring Street in Long Beach, California, is a trusted institution specializing in accounting and finance services. Led by Kim Hughes, a certified QuickBooks ProAdvisor with over 35 years of experience, Streamline Business Services offers personalized bookkeeping solutions for small businesses and non-profit organizations. As an Elite Member of the QuickBooks ProAdvisor Program, you can count on us to provide reliable and accurate financial services. Contact us today to discover how we can create value for your business.
5000 E Spring St #340, Long Beach, CA 90815, United States -
Carmen Guijarro Income
● OpenCarmen Guijarro Income is a reputable accounting and finance institution located at 629 Atlantic Avenue in Long Beach, California, United States. With a team of experienced professionals, they provide expert financial services including tax preparation, bookkeeping, and financial consulting. Clients can trust Carmen Guijarro Income for accurate and reliable financial solutions tailored to their individual needs.
629 Atlantic Ave, Long Beach, CA 90802, United States -
Accounting Lab Inc.
● OpenAccounting Lab Inc. is a leading institution located at 4401 Atlantic Avenue in Long Beach, California, United States. Specializing in accounting and finance, Accounting Lab Inc. offers a wide range of services to help individuals and businesses manage their financial affairs effectively. With a team of experienced professionals, Accounting Lab Inc. is dedicated to providing top-notch accounting solutions tailored to meet the unique needs of each client. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Accounting Lab Inc. is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with your accounting and finance needs.
4401 Atlantic Ave #200, Long Beach, CA 90807, United States -
Belmont Shore Bookkeeping
● OpenBelmont Shore Bookkeeping is a reputable accounting and finance institution located at 4712 2nd Street in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of bookkeeping services to help businesses manage their financial records effectively. Whether you are a small business owner or a large corporation, Belmont Shore Bookkeeping is dedicated to providing accurate and reliable financial solutions tailored to meet your specific needs. Contact them today to streamline your accounting processes and ensure financial success for your business.
4712 2nd St, Long Beach, CA 90803, United States -
Corzine Public Accounting
● OpenCorzine Public Accounting is a reputable institution located at 6475 Pacific Coast Highway in Long Beach, California. Specializing in accounting and finance services, Corzine Public Accounting is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a team of experienced professionals, clients can expect personalized attention and expert advice to help them navigate their financial needs. Whether you are looking for tax preparation services, financial planning, or assistance with bookkeeping, Corzine Public Accounting is committed to delivering comprehensive and reliable services. Visit us today to experience the difference that our expertise and dedication can make in managing your finances effectively.
6475 Pacific Coast Hwy, Long Beach, CA 90803, United States -
Walsh Moving & Storage
● OpenWelcome to Walsh Moving & Storage, your trusted partner for all your moving and storage needs in Torrance, California, and beyond. Located at 1425 Plaza del Amo, Torrance, CA 90501, our family-owned and operated business has been serving the community with dedication and integrity since 1964. With over 55 years of experience, we have established ourselves as the best moving company in Metro Los Angeles, renowned for our commitment to customer service and transparent pricing. At Walsh Moving & Storage, we offer comprehensive moving solutions tailored to suit both residential and commercial clients. Whether you're moving locally within Southern California or relocating to another state, our expert team ensures a seamless and stress-free moving experience from start to finish. Unlike other companies, we handle every aspect of your move ourselves—no subcontractors, no third parties, and no hidden charges.
1425 Plaza del Amo, Torrance, California 90501, 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 -
Levias & Associates
● OpenWelcome to Levias & Associates, your trusted partner in financial and business consulting, located in the heart of Long Beach, California. Situated at 3553 Atlantic Avenue, our firm is dedicated to providing expert guidance and innovative solutions tailored to meet the unique needs of our clients. With a team of experienced professionals, we specialize in a range of services including accounting, tax planning, business strategy, and financial management. At Levias & Associates, we pride ourselves on our commitment to excellence, integrity, and personalized service. Whether you're a small business owner seeking growth strategies or an individual in need of tax assistance, we are here to help you navigate complex financial landscapes with confidence. Our deep understanding of the local market, combined with our comprehensive expertise, allows us to deliver results that drive success.
3553 Atlantic Avenue, Long Beach, California 90807, United States -
Coopermal Entertainment & Associates
● OpenWelcome to Coopermal Entertainment & Associates, your trusted partner in accounting and finance solutions located in the heart of Long Beach, California. Situated at 234 West 4th Street, our firm specializes in providing comprehensive financial services tailored to meet the unique needs of individuals and businesses in the entertainment industry and beyond. At Coopermal Entertainment & Associates, we pride ourselves on delivering personalized and professional financial guidance to help you navigate the complexities of accounting and finance. Our experienced team is dedicated to ensuring your financial success through meticulous bookkeeping, strategic tax planning, and insightful financial analysis.
234 West 4th Street, Long Beach, California 90802, United States
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