The 30 Best Wealth management companies in the us in Commerce, California

16 results found

Aldrich Wealth Advisors, located at 1903 Wright Place in Carlsbad, California, is a finance institution that has been serving clients since 1973. With a focus on accounting, consulting, and wealth management, Aldrich has a team of experienced professionals ready to help local businesses navigate financial complexities. The Carlsbad location has been recognized for its community impact, receiving awards from the Carlsbad Chamber of Commerce for philanthropy and beach clean-ups. Carl Pinkard, the Office Managing Partner for the Carlsbad location, specializes in working with high-net-worth families and business owners. As a Certified Exit Planning Advisor (CEPA), he helps clients prepare their businesses for transitions and plan for the impact on their personal financial goals.

Oleg Avanesov - State Farm Insurance Agent is a reputable insurance agency located at 12213 Santa Monica Boulevard in Los Angeles, California. With over 21 years of experience, Oleg Avanesov brings a strong educational background and a wealth of knowledge to his agency. As a member of the Chamber of Commerce, Oleg is actively involved in the local business community, fostering strong connections and staying informed about the latest developments that may impact his customers' insurance needs. Oleg's commitment to excellence is evident through his achievement as an Ambassador Travel Qualifier, highlighting his dedication to providing exceptional service and meeting his customers' unique insurance requirements. Beyond his professional accomplishments, Oleg is a devoted husband and father, finding joy in spending quality time with his family and pursuing his passion for antique collecting.

Eric Lenahan - State Farm Insurance Agent is an insurance agency located at 1066 Bolsa Avenue, Seal Beach, California. With a BS Degree from California State University Long Beach, Eric Lenahan has a wealth of experience in the insurance industry. As a third-generation Seal Beach resident, Eric is deeply involved in the community, having served as the past Director of the Seal Beach Chamber of Commerce and the past President of Seal Beach Pony Baseball and Softball. His office is licensed in California and Arizona, making him the go-to agent for multi-state insurance needs. As the new year begins, it's important to review your insurance policies to ensure they still meet your needs. Eric Lenahan and his team are dedicated to helping you make positive changes and set new goals for the future. Whether you have questions about your coverage or need assistance, they are here to help.

Kimberly Salas - State Farm Insurance Agent is a trusted insurance agency located at 5211 East Washington Boulevard in Commerce, California. Conveniently situated at the corner of Washington Blvd & Atlantic Ave, in the Starbucks shopping center, our dedicated team is committed to providing personalized insurance solutions to the Commerce community and surrounding areas. As a State Farm agent since 2014, Kimberly Salas has a wealth of experience in helping customers manage their everyday risks. She takes pride in serving her hometown of Los Angeles and is passionate about building relationships with her clients to help protect their assets and financial future. At Kimberly Salas - State Farm Insurance Agent, we offer a range of insurance products including auto, home, life, and business insurance, as well as State-to-State transfers. Our team is actively involved in the local community and is a proud member of the Industrial Council Chamber of Commerce. Whether you need assistance with car insurance, life insurance, or preparing a living will, we are here to help you navigate the complexities of insurance and financial planning.

Alex Mora - State Farm Insurance Agent is a well-established insurance agency located at 1111 East Katella Avenue in Orange, California. Alex Mora, the dedicated insurance agent, brings a wealth of experience and a strong commitment to excellence in serving his customers. With a deep understanding of the local community, Alex is actively involved in the Anaheim Chamber of Commerce, building strong relationships with business owners and residents. Specializing in Auto, Home, Renters, Business, Life, and Health Insurance, Alex and his team of experienced and bilingual staff members are dedicated to providing the highest level of service and personalized attention to every customer. With a focus on meeting all insurance needs, the agency offers a range of insurance options to protect what matters most to the residents of Orange and the surrounding areas.

Tu Legado En 123 By Total Solutions is a legal institution located at 5800 South Eastern Avenue in Commerce, California. Our team of experienced lawyers is dedicated to helping individuals and families create a lasting legacy through comprehensive estate planning services. Whether you need assistance with wills, trusts, or probate matters, we are here to guide you through the process with professionalism and care. Let us help you secure your future and protect your loved ones with a personalized estate plan tailored to your specific needs. Contact us today to schedule a consultation and take the first step towards securing your legacy.

FinVertex is a leading finance institution located at 222 Fashion Lane, Tustin, California, United States. We specialize in providing expert financial services and solutions to our clients. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with investment management, financial planning, or wealth management, FinVertex is here to help. Contact us today to learn more about how we can assist you in reaching your financial objectives.

AEL Consulting, located at 8413 Jackson Road in Sacramento, California, is a reputable accounting and finance institution founded by Amy E. Lehmkuhl, a Certified Public Accountant and Certified in Financial Forensics. With a strong background in the industry, Amy has previously worked with renowned firms such as Mann Urrutia Nelson CPAs & Associates, LLP, Ueltzen & Company, LLP, and Deloitte International. At AEL Consulting, clients can expect top-notch accounting, tax, and consulting services tailored to meet their specific needs. Amy's expertise and dedication to her clients have earned her a solid reputation in the field. As a member of the American Institute of Certified Public Accountants, she is committed to providing high-quality financial solutions to individuals and businesses alike.

Goff & Co CPA's, headed by Goff Henry E CPA, is a reputable accounting and finance institution located at 6020 Commerce Boulevard in Rohnert Park, California, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Goff & Co CPA's for expert advice and personalized solutions to meet their financial needs.

Welcome to the Old Salt Lake Historical Marker, a captivating local business nestled in the heart of Redondo Beach, California. Our site offers a unique glimpse into the rich tapestry of Southern California's historical landscape. As you explore, you'll discover a wealth of stories that have shaped this vibrant region. Located at Redondo Beach, CA 90277, the Old Salt Lake Historical Marker stands as a testament to the area's diverse and dynamic past. While our primary focus is the fascinating history surrounding the Old Salt Lake, we also highlight significant historical landmarks throughout Southern California, each with its own captivating story.

Welcome to Los Angeles County Fire Dept. Station 171, proudly serving the community of Inglewood, California, and located at 141 West Regent Street. As part of the renowned Los Angeles County Fire Department, our station is committed to providing exemplary fire and emergency services to ensure the safety and well-being of our residents and visitors. Our dedicated team of firefighters and paramedics is recognized internationally for their expertise, professionalism, and bravery. We are proud to uphold the Department’s high standards and esteemed reputation as one of the foremost firefighting and emergency medical service providers in the world.

Los Angeles County Fire Dept. Station 163 Welcome to the Los Angeles County Fire Dept. Station 163, located at 6320 Pine Avenue, Bell, California 90201. As a proud member of the Los Angeles County Fire Department, Station 163 upholds an internationally renowned reputation for excellence in fire and emergency services.

Welcome to J.P. Morgan Private Bank - South Bay Located at 222 Pacific Coast Highway, El Segundo, California, J.P. Morgan Private Bank is dedicated to delivering an unparalleled private banking experience tailored to your unique financial goals. Recognized globally as the World’s Best Private Bank, we are committed to helping you build, preserve, and transfer your wealth with the utmost care and expertise.

Welcome to City National Bank, located at 5601 East Slauson Avenue, Commerce, California. Since our establishment in 1954, we have been dedicated to offering personalized banking and financial services that cater to the unique needs of each client. As a proud subsidiary of the Royal Bank of Canada, one of the world's largest banks, we uphold a legacy of integrity and exceptional client relationships. At City National Bank, we understand that a "one size fits all" approach doesn't work for everyone. That's why we prioritize getting to know your specific financial circumstances and goals, allowing us to offer tailored solutions that truly fit your needs. Our experienced Relationship Managers are ready to assist you with personal, private, and business banking, as well as wealth management, brokerage, and leasing services. We also provide innovative software solutions to enhance your financial experience.

Welcome to the City National Bank ATM located at 5601 East Slauson Avenue, Commerce, California 90040. At City National Bank, we understand that your financial needs are unique, and we're here to provide you with personalized solutions that go beyond the ordinary. Since our founding in 1954, we've been committed to fostering strong, integrity-driven relationships with our clients, colleagues, and communities. Our ATM offers convenient access to your funds, but we invite you to visit us in person to meet with our experienced Relationship Managers. Whether you need personal, private, or business banking services, wealth management, brokerage, leasing services, or software solutions, we are here to help you achieve your financial goals.

Welcome to Lifestyle Property Freedom Group, your premier real estate agency located in the heart of Commerce, California. Situated at 5800 South Eastern Avenue, we specialize in helping you find your dream home or investment property in one of the most dynamic real estate markets in the United States. Our dedicated team of experienced real estate professionals is committed to providing personalized service tailored to your unique needs and lifestyle aspirations. At Lifestyle Property Freedom Group, we believe that finding the perfect property should be a seamless and enjoyable experience. Whether you're a first-time homebuyer, seasoned investor, or looking to sell your property, our comprehensive approach ensures that you receive expert guidance every step of the way. We pride ourselves on our deep local knowledge, market expertise, and commitment to customer satisfaction.