Tax planning and consulting in Lakewood, California
48 results found
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Uplevel Business Services
● ClosedUplevel Business Services is a trusted accounting and finance institution located at 9900 Lakewood Boulevard in Downey, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to help businesses thrive and succeed. Whether you need assistance with bookkeeping, tax preparation, or financial planning, we are here to help you reach your financial goals. Contact us today to learn more about how Uplevel Business Services can support your business.
9900 Lakewood Blvd Suite 206, Downey, CA 90240, United States -
Geoff Delahanty - Thrivent
● ClosedGeoff Delahanty - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. They are licensed in multiple states including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI. The institution offers insurance products, securities, and investment advisory services through licensed financial advisors. Thrivent does not provide legal, accounting, or tax advice, but offers financial planning services and Dedicated Planning Services for a fee. They are a subsidiary of Thrivent Financial for Lutherans and operate under the marketing name Thrivent. For more information on their services and financial advisors, visit their website or FINRA's Broker Check.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Cody Hale - Thrivent
● ClosedCody Hale - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. As a financial professional, Cody Hale specializes in helping individuals navigate the complex world of finance by creating personalized roadmaps to achieve their financial goals. Whether you are looking to protect your family, plan for the future, retire early, or anything in between, Cody is dedicated to helping you reach your destination. 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 may choose to further engage with Thrivent through Dedicated Planning Services for written recommendations for a fee. Thrivent Financial for Lutherans offers insurance products, securities, and investment advisory services through Thrivent Investment Management Inc., a registered investment adviser.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
Kelsey Esswein - Thrivent
● ClosedKelsey Esswein - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California, United States. Licensing for their services is available through your State Insurance Department's website, as listed on the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice, so it is recommended to consult with your attorney or tax professional for those services. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also choose to engage further with Thrivent through its Dedicated Planning Services, an investment advisory service that provides written recommendations for a fee.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
A Plus Financial Management LLC
● OpenA Plus Financial Management LLC is a finance institution located at 14501 Lakewood Boulevard in Paramount, California, United States. Our team of experienced professionals is dedicated to providing top-notch financial management services to individuals and businesses. From budgeting and investment advice to retirement planning and tax preparation, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
14501 Lakewood Blvd, Paramount, CA 90723, United States -
Benjamin Koehlinger - Thrivent
● ClosedBenjamin Koehlinger - Thrivent is a finance institution located at 4010 Watson Plaza Drive in Lakewood, California. Licensed in multiple states, including CA, AZ, CO, and more, we specialize in connecting faith and finances in the Lakewood and greater Long Beach area. Our experienced financial advisor can assist with financial planning, wealth management, retirement planning, and more, tailored to fit your needs and help you achieve your financial goals. Through programs like Thrivent Action teams and charitable giving strategies, we also aim to inspire generosity in the community. Contact our office in Lakewood to schedule an appointment. Please note that Thrivent does not provide legal, accounting, or tax advice. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a subsidiary of Thrivent. Visit our website for more information on our financial advisors and services.
4010 Watson Plaza Dr # 270, Lakewood, CA 90712, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1940 North Lakewood Boulevard in Long Beach, California. With a strong reputation for providing top-notch financial services, H&R Block offers expert tax preparation, financial planning, and accounting services to individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial regulations, ensuring they make informed decisions and maximize their financial success. Whether you need assistance with tax filing, financial planning, or accounting services, H&R Block is the go-to institution for all your financial needs in Long Beach.
1940 N Lakewood Blvd, Long Beach, CA 90815, United States -
H&R Block
● ClosedH&R Block is a reputable accounting and finance institution located at 4123 South Street in Lakewood, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual looking to file your taxes or a business in need of financial advice, H&R Block is dedicated to providing top-notch services to meet your needs. Visit us today to experience our expertise and dedication to helping you achieve your financial goals.
4123 South St, Lakewood, CA 90712, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 5530 Woodruff Avenue in Lakewood, California, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for help with your personal taxes or a business in need of financial guidance, H&R Block is here to assist you every step of the way. Visit us today to experience top-notch financial services tailored to meet your specific needs.
5530 Woodruff Ave, Lakewood, CA 90713, United States -
G.M.O. FINANCIAL
● ClosedG.M.O. Financial is a reputable accounting and finance institution located at 10359 Lakewood Boulevard in Downey, California, United States. With a team of experienced professionals, G.M.O. Financial offers a wide range of financial services including tax preparation, bookkeeping, financial planning, and investment management. Whether you are an individual looking for help with your personal finances or a business in need of accounting expertise, G.M.O. Financial is dedicated to providing top-notch services tailored to meet your specific needs. Trust G.M.O. Financial to help you achieve your financial goals and secure a stable financial future.
10359 Lakewood Blvd, Downey, CA 90241, United States -
Manila Central USA
● OpenManila Central USA is a reputable institution specializing in accounting and finance services. Located at 12562 Centralia Street in Lakewood, California, this institution offers expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Manila Central USA is dedicated to helping clients navigate the complexities of financial management and achieve their financial goals. Whether you need assistance with tax preparation, investment planning, or budgeting, Manila Central USA is committed to providing top-notch service and support. Trust Manila Central USA for all your accounting and finance needs.
12562 Centralia St, Lakewood, CA 90715, United States -
BGH Bookkeeping
● OpenBGH Bookkeeping is a reputable accounting and finance institution located at 5963 Amos Avenue in Lakewood, California, United States. Our team of experienced professionals offers a wide range of services to help individuals and businesses manage their financial records effectively. Whether you need assistance with bookkeeping, tax preparation, payroll services, or financial planning, we are here to help. Trust BGH Bookkeeping for reliable and accurate financial solutions.
5963 Amos Ave, Lakewood, CA 90712, 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 -
Aguila Accounting, Inc.
● ClosedWelcome to Aguila Accounting, Inc., your trusted partner for all your accounting and financial needs. Conveniently located at 4909 Lakewood Boulevard, Lakewood, California, our firm is dedicated to providing top-notch financial services tailored to meet the unique needs of individuals and businesses in the community. At Aguila Accounting, Inc., we pride ourselves on delivering personalized, professional, and reliable services to help you achieve your financial goals. Our team of experienced accountants and financial experts is committed to offering a comprehensive range of services, including tax preparation, bookkeeping, payroll management, financial planning, and business consulting.
4909 Lakewood Boulevard, Lakewood, California 90712, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Geoff Delahanty - Thrivent
● ClosedWelcome to "Geoff Delahanty - Thrivent," your trusted partner in financial planning and investment advisory services. Conveniently located at 3820 Del Amo Boulevard, Torrance, California 90503, we are dedicated to providing comprehensive financial solutions tailored to meet your unique needs. Our services extend across multiple states, including AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, MD, MI, MT, NC, NV, OH, OK, TN, TX, UT, WA, and WI, ensuring that our expertise is accessible to a wide range of clients. At Geoff Delahanty - Thrivent, we utilize Thrivent's Financial Planning Framework to conduct thorough reviews and analyses of your financial situation. Our goal is to empower you with the knowledge and tools necessary to make informed decisions about your financial future. For those seeking a more in-depth planning experience, our Dedicated Planning Services offer personalized, written recommendations for a fee.
3820 Del Amo Boulevard, Torrance, California 90503, United States -
Angela Reilly - Thrivent
● ClosedWelcome to Angela Reilly - Thrivent, your trusted partner in financial planning and investment services, located at 4010 Watson Plaza Drive, Lakewood, California 90712. We specialize in providing personalized financial guidance to help you achieve your financial goals and secure your future. At Angela Reilly - Thrivent, we understand that each client’s financial situation is unique. Our services are designed to offer comprehensive reviews and analyses of your financial standing through Thrivent’s Financial Planning Framework. Clients have the opportunity to enhance their planning with our Dedicated Planning Services, which provides detailed written recommendations tailored to their specific needs, available for a fee.
4010 Watson Plaza Drive, Lakewood, California 90712, United States -
BMO
● ClosedWelcome to BMO, your trusted partner in banking and finance, located at 5240 Clark Avenue, Lakewood, California 90712, United States. As a full-service branch, we offer a comprehensive range of financial services tailored to meet the needs of both personal and commercial clients. Whether you're looking for everyday banking solutions, investment opportunities, or lending products, our team is dedicated to providing you with the highest quality service. At BMO, we prioritize your financial security and adhere to federal regulations, including the USA Patriot Act, to combat terrorism funding and money laundering activities. When opening an account, you'll be asked to provide essential identification information to ensure a safe and secure banking experience.
5240 Clark Avenue, Lakewood, California 90712, United States
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