TOP 30 Tax savings opportunities in California

Barbara M Moore is a dedicated financial advisor at Ameriprise Financial Services, LLC, located at 2087 Grand Canal Boulevard in Stockton, California. With years of experience and expertise in the finance industry, Barbara provides personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Barbara M Moore is committed to helping you navigate the complex world of finance with confidence and peace of mind. Contact Barbara today to schedule a consultation and take the first step towards a secure financial future.

Scott Shepherd - Morgan Stanley is a finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. Specializing in wealth management, investment strategies, and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored solutions, we strive to provide our clients with the highest level of expertise and guidance in navigating the complexities of the financial world. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Scott Shepherd - Morgan Stanley is here to help you every step of the way.

The Bargetto Ingesson Evans Group - Morgan Stanley is a prestigious finance institution located at 6004 La Madrona Drive in Santa Cruz, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their goals and secure their financial future. From investment strategies to wealth management, this institution is dedicated to providing top-notch financial advice and guidance to individuals and businesses alike. Trust in The Bargetto Ingesson Evans Group - Morgan Stanley for all your financial needs.

Edward Jones - Financial Advisor: Thomas E Carter Jr is a reputable finance institution located at 126 Clock Tower Place in the charming town of Carmel-by-the-Sea, California, United States. As a trusted financial advisor, Thomas E Carter Jr provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, clients can trust Edward Jones to help them navigate the complexities of the financial world with confidence and peace of mind.

Crystaline Kopriva - UBS Financial Services Inc. is a renowned financial institution located in Carmel-by-the-Sea, California. With a focus on providing top-notch financial services to clients, the institution is dedicated to helping individuals and businesses achieve their financial goals. Whether it's investment planning, wealth management, or retirement planning, Crystaline Kopriva and her team at UBS Financial Services Inc. are committed to providing expert guidance and personalized solutions to meet the unique needs of each client. Visit their office at 200 Clock Tower Place to learn more about how they can help you secure your financial future.

Hawley Personal Finance is a finance institution located at 857 Cass Street in Monterey, California, United States. We specialize in providing objective, practical, and personalized advice to help you navigate your personal financial questions. Whether you need assistance with budgeting, investing, or planning for the future, our team of experts is here to help. Contact us today to schedule a consultation and take control of your financial future.

BD Oxford Financial is a finance institution located at 524 South Main Street, Templeton, California, United States. Specializing in services such as Index Annuities, ROTH Conversion, Life Insurance, Charitable & Estate Planning, and Simplified Rollovers, BD Oxford is dedicated to helping clients optimize their retirement savings. With the BD Oxford ROTH Conversion Calculator, clients can take advantage of tax-free conversion opportunities before taxes rise in the near future. Barry, with over thirty years of experience, is passionate about helping clients build and retain their wealth. As a fiduciary, he is committed to managing and protecting his clients' assets with a Safety-First Strategy. Barry believes in proper diversification, reasonable goals, and principal & income protection as key components of a sustainable financial future.

Edward Jones - Financial Advisor: Luke Munds is a trusted financial institution located at 241 South Ocean Avenue in Cayucos, California. As a dedicated financial advisor, Luke Munds provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. Whether you are looking to invest for the future, plan for retirement, or save for a major life event, Luke Munds is committed to providing expert advice and guidance every step of the way. With a focus on building strong client relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Luke Munds is the go-to destination for all your financial needs in Cayucos.

Fitzpatrick Financial LLC is a reputable finance institution located at 105 Bridge Street in Arroyo Grande, California, United States. With a focus on providing personalized financial solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Fitzpatrick Financial LLC is here to support you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Wells Fargo Advisors is a reputable financial institution located at 1160 Marsh Street in San Luis Obispo, California, United States. As a division of Wells Fargo Bank, they provide a wide range of financial services and investment options to help clients achieve their financial goals. With experienced financial advisors and a commitment to customer service, Wells Fargo Advisors is a trusted partner for individuals and businesses looking to grow and protect their wealth.

Brenner Wealth Management Group - UBS Financial Services Inc. is a leading financial institution located at 222 East Carrillo Street in Santa Barbara, California. With a focus on providing personalized wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer a comprehensive range of services to meet the unique needs of each client. Trust in Brenner Wealth Management Group - UBS Financial Services Inc. for all your financial needs.

WANG 王 FINANCIAL, LLC is a reputable finance institution located at 1114 State Street in Santa Barbara, California, United States. With a strong commitment to providing top-notch financial services, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. From investment management to retirement planning, we offer a wide range of services tailored to meet the unique needs of our clients. Trust WANG 王 FINANCIAL, LLC to provide you with reliable and professional financial solutions.

William T. Toner, CFP, AIF is a finance institution located in Montecito, California, United States. Specializing in helping people navigate through significant financial issues, William T. Toner is committed to unburdening individuals from the overwhelm of positive opportunities or negative events that may impact their lives. With a focus on building close, confidential relationships, William T. Toner anticipates clients' needs and accelerates prudent progress on their behalf. With a calm spirit of neutrality and a commitment to clients' values, William T. Toner is dedicated to guiding clients through their financial journey. As a financial advisor with over a decade of experience, William T. Toner focuses on strategic decision-making, process management, communication improvement, organizational structure shaping, and collaboration promotion. Not involved in daily money management or tactical implementation, William T. Toner does not sell, represent, transfer, or hold custody over assets or insurance products, nor does he accept finders' fees, kickbacks, or commissions. Contact William T. Toner, CFP, AIF for assistance with your financial needs.

Marathon Investment Programs is a leading finance institution located at 902 El Rancho Road in Santa Barbara, California, United States. Our team of experienced professionals offers a wide range of investment programs tailored to meet the unique needs and goals of our clients. Whether you are looking to grow your wealth, plan for retirement, or achieve financial independence, we are here to help you every step of the way. With a commitment to excellence and personalized service, Marathon Investment Programs is dedicated to helping you reach your financial goals. Contact us today to learn more about how we can assist you in achieving financial success.

50 Something Info is a finance institution located at 1394 Santa Rita Circle in Santa Barbara, California, United States. We specialize in providing financial information and advice to individuals in their 50s and beyond. Our experienced team of professionals offers personalized services to help our clients make informed decisions about their money and investments. Whether you are planning for retirement, managing your savings, or looking to grow your wealth, 50 Something Info is here to help you navigate the complexities of finance with confidence. Visit us today and let us guide you towards a secure financial future.

Michael Montgomery - Morgan Stanley is a well-established finance institution located at 1111 Coast Village Road in the beautiful city of Montecito, California, United States. With a strong reputation for providing top-notch financial services and expert advice, this institution is dedicated to helping clients achieve their financial goals. Whether you are looking for investment opportunities, retirement planning, or wealth management services, the experienced team at Michael Montgomery - Morgan Stanley is here to assist you every step of the way. Visit their office today to learn more about how they can help you secure a prosperous financial future.

Mainely Investments is a reputable finance institution located at 770 County Square Drive in Ventura, California. With a focus on providing top-notch financial services and investment opportunities, Mainely Investments is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Mainely Investments has the expertise and resources to assist you every step of the way. Trust Mainely Investments to guide you towards a more secure and prosperous financial future.

Edward Jones - Financial Advisor: Matthew R De Montagnac is a reputable finance institution located at 655 Deep Valley Drive in Rolling Hills Estates, California, United States. With a focus on personalized financial planning and investment strategies, Matthew R De Montagnac and his team provide expert guidance and support to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones is committed to providing tailored solutions to meet your needs. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Long Beach Financial Planner is a reputable finance institution located at 5150 Pacific Coast Highway in Long Beach, California, United States. Our team of experienced financial planners are dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, our professionals are here to provide guidance and support every step of the way. Trust Long Beach Financial Planner to help you secure a stable financial future.

D.A. Davidson is a reputable finance institution located at 300 Oceangate in Long Beach, California, United States. With a strong presence in the financial industry, D.A. Davidson offers a wide range of services including investment banking, wealth management, and capital markets expertise. Known for their personalized approach and commitment to client success, D.A. Davidson is a trusted partner for individuals and businesses seeking financial guidance and support.

Eagle Strategies LLC is a finance institution located at 6300 Wilshire Boulevard in Los Angeles, California, United States. Harris Kagan, a Registered Representative, offers securities through NYLIFE Securities LLC and investment advisory services through Eagle Strategies LLC in California, Kansas, Nevada, and Texas. Kagan is also licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in various states. Eagle Strategies LLC is a subsidiary of New York Life Insurance Company and is registered with the SEC as an investment adviser. Please note that investment products are not guaranteed and may lose value, and no tax or legal advice is provided by Eagle or its affiliates.

Bright Future Financial is a leading finance institution located at 425 South Fairfax Avenue in the vibrant city of Los Angeles, California. Our dedicated team of financial experts is committed to helping our clients achieve their financial goals and secure a bright future. Whether you are looking for investment opportunities, retirement planning, or personalized financial advice, we are here to provide you with innovative solutions and exceptional service. Trust Bright Future Financial to guide you towards a successful financial future.

Barcyn Financial is a reputable finance institution located at 1615 East Compton Boulevard in Compton, California. Our team of financial experts is dedicated to providing top-notch financial services to our clients, including investment advice, wealth management, and financial planning. With a focus on personalized service and attention to detail, Barcyn Financial is committed to helping our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Kensington Investment Counsel is a finance institution located at 5580 2nd Street, Long Beach, California, United States. We specialize in identifying and managing a wide range of proprietary investment solutions to help our clients achieve their financial goals. Our team is dedicated to providing personalized financial advice and services to meet the unique needs of each individual. Additionally, we are committed to ensuring that our website is accessible to all users, regardless of ability or circumstance. We adhere to the Web Content Accessibility Guidelines 2.1 (WCAG 2.1) to provide a user-friendly experience for everyone. If you have any feedback or suggestions for improving our website's accessibility, please don't hesitate to contact us. We are constantly striving to enhance our services and technologies to provide the best possible experience for all clients.

Regal Wealth Group is a fee-only investment advisor located at 12501 Seal Beach Boulevard in Seal Beach, California. Our team of experienced financial professionals specializes in helping clients achieve their financial goals through personalized investment strategies. As a fee-only advisor, we are committed to providing unbiased advice and transparent fees, ensuring that our clients' best interests are always our top priority. Whether you are planning for retirement, saving for a major purchase, or simply looking to grow your wealth, Regal Wealth Group is here to help you navigate the complexities of the financial markets and make informed decisions for your future.

Curtis Knauss is a reputable finance institution located at 2901 West Coast Highway in Newport Beach, California, United States. With a focus on providing expert financial services and guidance, Curtis Knauss is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced team at Curtis Knauss is committed to providing personalized solutions tailored to your specific needs. Trust Curtis Knauss to help you navigate the complexities of the financial world with confidence and peace of mind.

Wells Fargo Advisors is a leading financial institution located at 6700 California 1 in Long Beach, California, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized guidance and expertise to help clients make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Wells Fargo Advisors is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Pacific Shores Financial is a reputable finance institution located at 20902 Brookhurst Street in Huntington Beach, California. As a trusted financial services provider, we offer a wide range of financial solutions to meet the diverse needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized service and expert advice. Whether you are looking for investment opportunities, retirement planning, or assistance with managing your finances, Pacific Shores Financial is here to help. Contact us today to learn more about how we can assist you in achieving financial success.

Spyglass Hill Advisors - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong focus on providing top-notch financial services, they offer expert advice and solutions to help clients achieve their financial goals. Whether it's wealth management, investment strategies, or retirement planning, Spyglass Hill Advisors - UBS Financial Services Inc. is dedicated to delivering personalized and comprehensive financial solutions to individuals and businesses alike. With a team of experienced professionals and a commitment to excellence, they strive to be a trusted partner in guiding clients towards financial success.

Bank of America Private Client Advisor Michael A Poole is located at 500 Newport Center Drive in Newport Beach, California, United States. As a finance institution, we offer personalized strategies to meet the financial needs, goals, and best interests of individuals, families, businesses, and institutions. With over 200 years of experience, we help clients manage significant wealth, preserve legacies, plan for growth, and navigate the complexities of the financial landscape. Join us for the latest insights on Mondays and Fridays at 2:00 PM EST. Please note that by visiting our website, you may be directed to FINRA’S BrokerCheck. We strive to provide valuable information about products and services through relationship-based ads and online behavioral advertising. Investing involves risk, and we recommend consulting legal and tax advisors before making financial decisions. Bank of America Private Bank is committed to serving our clients' best interests and providing innovative solutions in a constantly evolving world.