TOP 30 Trusted service advisor in Long Beach, California

Merrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.

Merrill Lynch Financial Advisor Gabriel W Pate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations. By listening to your priorities and concerns, they can help you create a personalized financial plan that aligns with your life goals and legacy aspirations. With a focus on behavioral finance, they utilize the Investment Personality Assessment to tailor their approach to your individual preferences. Whether you are planning for retirement, saving for a milestone, or considering wealth transfer, Merrill Lynch is committed to helping you pursue what matters most to you. Their team of experienced professionals, supported by the global resources of Merrill, 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 can help you manage, grow, and preserve your wealth for the future. Contact Merrill Lynch Financial Advisor Gabriel W Pate to start designing a personalized plan to achieve your financial goals.

Tara Kimmins - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, Tara Kimmins provides personalized financial guidance and services to high net worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Tara Kimmins helps clients navigate complex financial decisions and achieve their financial objectives. With a strong reputation for professionalism and expertise, Tara Kimmins - Private Client Advisor is a trusted partner for individuals seeking tailored financial solutions.

Merrill Lynch Financial Advisor William R Wheatley is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. With a focus on retirement income planning, wealth building strategies, and company retirement plans, William Wheatley leverages his education and experience to help clients maximize their wealth. His client service model emphasizes communication, goal tracking, and personalized portfolio management. Supported by the global resources of Merrill, William Wheatley's team is committed to building strong client relationships based on trust and personalized service. By getting to know each client personally, William Wheatley can design and implement a personalized financial plan to help individuals and families pursue their financial goals while managing investment risk. With access to investment insights and banking solutions, William Wheatley works with clients to develop a customized approach to address their financial needs. As a registered Senior Wealth Management Client Associate, William Wheatley is dedicated to helping clients achieve their goals and navigate the complexities of the financial markets.

ConservaTrust Fiduciary Services, Inc. is a reputable finance institution located at 1611 South Pacific Coast Highway in Redondo Beach, California, United States. We specialize in providing fiduciary services to individuals and businesses, helping them manage their assets and investments with integrity and expertise. Our team of experienced professionals is dedicated to safeguarding our clients' financial interests and helping them achieve their long-term goals. Trust ConservaTrust Fiduciary Services, Inc. to protect and grow your wealth with the highest level of care and professionalism.

Merrill Lynch Financial Advisor Martha Sanchez Cannady is located at 3010 Old Ranch Parkway in Seal Beach, California. Martha has 28 years of experience in the financial services industry and is dedicated to helping her clients achieve their life goals and dreams. She holds various certifications and is a Portfolio Manager in the firm's Investment Advisory Program. Martha takes the time to understand her clients' needs and challenges, providing personalized financial plans to help them reach their objectives. She believes in empowering her clients to lead their best lives by guiding them through the ever-changing investment environment. With a caring and empathetic approach, Martha builds trust with her clients and helps them make informed financial decisions. Fluent in Spanish, Martha enjoys cooking, skiing, hiking, and traveling. She is actively involved in her community, serving on the Executive Board of Alzheimer’s Orange County and as a Commerce Board Member for the Orange County Hispanic Chamber of Commerce. Contact Martha Sanchez Cannady for personalized financial advice and investment strategies tailored to your unique goals and priorities.

The 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.

Merrill Lynch Financial Advisor Mai Park is a leading institution in finance located at 520 Newport Center Drive, Newport Beach, California, United States. Mai Park, a Senior Vice President and Wealth Management Advisor with over two decades of experience, was recognized on the 2023 Forbes "Top Women Wealth Advisors Best-in-State" list. Mai's approach to wealth management is centered on fostering meaningful multi-generational relationships, with a focus on trust, open dialogue, and personalized financial strategies tailored to individual aspirations and values. Services offered include asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning. The Merrill Personal Wealth Analysis™ helps create a personalized plan aligned with your goals. As a Merrill Lynch Wealth Management Advisor, Mai Park prioritizes understanding your needs and goals to develop a customized investment approach that evolves with you over time. With access to the resources of Merrill and Bank of America, Mai Park is dedicated to helping you achieve your financial objectives and navigate market fluctuations. Partner with Mai Park to create a financial plan that reflects your priorities and helps you reach your goals.

Christine Telish - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, 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 to invest, plan for retirement, or manage your wealth, our experienced professionals are here to assist you every step of the way. Trust Christine Telish - UBS Financial Services Inc. to provide you with top-notch financial services tailored to your individual needs.

Merrill Lynch Financial Advisor Gregory Clemmer is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Our team believes in starting every relationship with a conversation to understand and prioritize your financial goals. Whether you are planning for retirement, saving for a home, or funding your child's education, we listen to your needs and tailor a personalized financial approach to help you achieve what matters most to you. Our Investment Personality Assessment helps us understand your investing preferences and customize our strategies accordingly. We offer tools to help you keep track of changes in your life and goals so that they can be reflected in your financial plan. With access to the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop a comprehensive approach to address your financial needs. Our mission is to understand you and your priorities, asking thoughtful questions and providing personalized solutions to help you reach your financial goals.

Merrill Lynch Financial Advisor Kenneth J Yonkers, located at 520 Newport Center Drive, Suite 1900 in Newport Beach, California, offers personalized financial services to help clients pursue their financial goals. The team, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and tailored service. The institution focuses on asset allocation, diversification, and rebalancing to help clients navigate changing markets. By understanding what matters most to each client, the team creates personalized retirement plans that align with individual priorities, risk tolerance, and financial situation. Through ongoing conversations and adjustments, clients are guided towards achieving their goals. The institution believes in a personalized approach to wealth management, recognizing that no two individuals are alike. By listening to clients' needs and goals, the team can provide guidance on financial challenges and opportunities. Merrill Lynch Wealth Management Advisors work with clients to develop customized investment strategies that address their unique needs and help them pursue their financial objectives. With a focus on building strong client relationships, the team at Merrill Lynch Financial Advisor Kenneth J Yonkers is committed to helping clients achieve their financial goals.

The Sabaugh Group - UBS Financial Services Inc. is a prestigious financial institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for excellence in the finance industry, The Sabaugh Group offers a wide range of financial services to its clients. From investment management to wealth planning, their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to providing personalized and tailored solutions, The Sabaugh Group is a trusted partner for all your financial needs.

Merrill Lynch Financial Advisor Julia Ngo, located at 520 Newport Center Drive in Newport Beach, California, is dedicated to providing insights, observations, and ideas to help clients pursue their financial goals. Julia Ngo offers personalized wealth management strategies tailored to each client's unique needs and goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Julia Ngo and her team strive to build strong client relationships based on trust and personalized service. By understanding each client's financial situation and priorities, Julia Ngo works to create a customized investment approach that reflects their personality and helps them navigate the complexities of the financial markets. Whether clients are planning for retirement, saving for a home, or funding a child's education, Julia Ngo is committed to helping them achieve their goals and manage investment risk. With a focus on staying on track and adjusting financial approaches as life changes, Julia Ngo is dedicated to helping clients live their best financial life.

Pamela Lee Carter, CFP, CRPC, CEPA at UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California. Specializing in comprehensive financial planning, investment strategies, and retirement planning, Pamela Lee Carter and her team provide personalized services to help clients achieve their financial goals. With a focus on wealth management and asset protection, they offer a wide range of services to individuals, families, and businesses. Contact Pamela Lee Carter at UBS Financial Services Inc. for expert financial advice and guidance.

Merrill Lynch Financial Advisor Carlos Mladineo is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Lending services are provided through Bank of America, N.A. The institution offers personalized wealth analysis to help clients build a customized financial plan centered on their goals. With a team supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. The institution caters to a diverse group of affluent clients from various industries and backgrounds, including private business owners, venture-backed founders, corporate executives, and finance leaders. They provide comprehensive wealth management services tailored to reflect each client's unique circumstances, priorities, and values. The institution's approach is grounded in an extensive discovery process to create a clear picture of clients' financial situations and help them achieve their goals. They offer assistance with financing, estate planning, charitable giving, and more. The team at Merrill Lynch Financial Advisor Carlos Mladineo is dedicated to simplifying all aspects of their clients' financial lives and ensuring they are on track to achieve their goals.

Property Tax Advisors is a leading finance institution located at 1020 Manhattan Beach Boulevard in Manhattan Beach, California, United States. Our team of experts specializes in providing strategic advice and guidance on property tax matters. Whether you are a homeowner, real estate investor, or commercial property owner, we are here to help you navigate the complex world of property taxes. With our personalized approach and in-depth knowledge of local tax laws, we strive to save you time and money. Trust Property Tax Advisors to be your partner in achieving financial success with your property investments.

Noemi Income Tax Services is a trusted accounting and finance institution located at 2659 Carson Street in Long Beach, California. With a team of experienced professionals, we specialize in providing top-notch income tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and regulations, ensuring they maximize their deductions and minimize their liabilities. Whether you need assistance with tax preparation, planning, or filing, Noemi Income Tax Services is here to help you achieve financial success.

McDonough Tax Service is a reputable accounting and finance institution located at 4121 Norse Way in Long Beach, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, McDonough Tax Service is committed to providing top-notch services tailored to meet the unique needs of their clients. Trustworthy, reliable, and knowledgeable, McDonough Tax Service is your go-to institution for all your accounting and finance needs.

Coto 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.

Jackson Hewitt Tax Service located at 1210 North Long Beach Boulevard in Compton, California, is a finance institution that is dedicated to helping clients maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is ready to assist you in getting the most out of your return. Their convenient drop-off service allows busy individuals to simply leave their tax documents with a Tax Pro, who will then take care of the rest. Clients can expect a quick call to review their final return and easy e-signing options.

Jackson Hewitt Tax Service is a finance institution located at 2100 North Long Beach Boulevard in Compton, California, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Whether you prefer drop-off tax preparation or in-person assistance, our team is here to make the process convenient for you. Our professionals speak both English and Spanish, ensuring that we can assist a wide range of clients. Located inside Walmart, you can take care of your taxes while you shop, making it easy to get your biggest refund guaranteed. We offer appointments for various tax services, including help with IRS letters. Book an appointment online or call us at (310) 734-0220 to reserve time with a Tax Pro. Trust Jackson Hewitt in Compton for expert tax preparation services in both English and Spanish. Remember, when every dollar matters, it matters who does your taxes™.

Jackson Hewitt Tax Service is a finance institution located at 2006 Long Beach Boulevard in Long Beach, California, United States. Although our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund! Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as it is repaid with your refund. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2024, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Jackson Hewitt Tax Service located at 2001 East South Street in Long Beach, California, is a finance institution that specializes in helping individuals maximize their tax refunds. While their tax advance loans are no longer available this year, their team of Tax Pros is dedicated to assisting clients in getting the biggest refund possible. Clients can conveniently drop off their tax documents and have a Tax Pro handle the rest, including a final review and e-signing process. The Tax Pros at this location are fluent in both English and Spanish, making it easier for Spanish-speaking clients to receive assistance. A Refund Advance loan, which is repaid with the client's tax refund, was available at select locations during specific time frames. Appointments can be made for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Clients are encouraged to schedule an appointment online or by calling (562) 661-5300, although walk-ins are also welcome at the office on E South St. Whether in English or Spanish, the Tax Pros at Jackson Hewitt are committed to providing quality tax preparation services. Trust Jackson Hewitt Tax Service to make every dollar count when it comes to your taxes.

Best Tax Services Inc. is a reputable finance institution located at 1403 East 4th Street in Long Beach, California, United States. Specializing in tax services, our team of experienced professionals is dedicated to providing top-notch assistance with tax preparation, filing, and planning. With a commitment to accuracy and efficiency, we strive to help our clients maximize their returns and minimize their liabilities. Trust Best Tax Services Inc. for all your tax needs and experience the difference that personalized, expert advice can make.

Jackson Hewitt Tax Service is a finance institution located at 3743 East Anaheim Street in Long Beach, California, United States. Our Tax Pros are ready to assist you in getting your biggest refund, even though our tax advance loans have ended for this year. Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients.

Ameri Tax Service is a professional accounting and finance institution located at 3910 Atlantic Avenue in Long Beach, California. Our experienced team of experts is dedicated to providing top-notch tax services, financial advice, and accounting solutions to individuals and businesses in the United States. With a commitment to excellence and personalized service, Ameri Tax Service is your trusted partner for all your financial needs.

Viet Long Income Tax & Pro is a trusted accounting and finance institution located at 836 East Anaheim Street in Long Beach, California. Our team of experts is dedicated to providing top-notch income tax services and financial advice to individuals and businesses alike. With years of experience in the industry, we strive to help our clients navigate the complex world of taxes and finances with ease. Whether you need help with tax preparation, bookkeeping, or financial planning, Viet Long Income Tax & Pro is here to assist you every step of the way. Visit us today to see how we can help you achieve your financial goals.

Benjamin Tax Service is a reputable accounting and finance institution located at 1252 Long Beach Boulevard in Long Beach, California, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, Benjamin Tax Service is dedicated to helping you navigate the complex world of taxes with ease and accuracy. Trust them to handle all your financial needs with precision and efficiency.

Toro Tax Services, located at 1301 Long Beach Boulevard in Long Beach, California, is a finance institution that specializes in tax services. With over a decade of experience, Toro Taxes is dedicated to providing fast and accurate assistance with tax preparation and filing to help you get the maximum refund. Their team of experienced tax advisors is committed to excellent customer service, ensuring customer satisfaction above all else. In addition to their tax services, Toro Taxes also offers term life insurance policies designed to provide financial resources for your family in case of emergencies. As a minority-owned and operated business, Toro Taxes is proud to support local communities and has over 100 locations across the nation for convenient access to customers.

Continental Specialty Insurance and Income Tax has been serving the Long Beach community for over 31 years. Located at 4130 Atlantic Avenue in California, this institution is a trusted accounting, finance, and insurance agency. With a strong track record of providing top-notch services, Continental Specialty Insurance and Income Tax is dedicated to helping individuals and businesses with their financial needs. Whether you are looking for insurance coverage or need assistance with income tax preparation, you can rely on the expertise and professionalism of this established institution.