Long Beach, CA Financial Planner

( 1 Reviews )
Global View Capital Advisors Logo

Global View Capital Advisors

Financial Planner

3780 Kilroy Airport Way Suite 200, Suite 200 Long Beach, CA 90806
( 1 Reviews )
Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC Logo

Jose Quintanilla - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

2801 E Spring St, Ste 255 Long Beach, California 90806
Leslie Y.

Jose took the time to really get to know my wife and me before diving into our financial goals.  This process clearly stands out from my past experience with other financ ... more

( 10 Reviews )
Kelly Doyle - Ameriprise Financial Services, LLC Logo

Kelly Doyle - Ameriprise Financial Services, LLC

Financial Planner

3780 Kilroy Airport Way, Ste 200 Long Beach, CA 90806
Helen Vukmanovich

IF YOU NEED A FINANCIAL ADVISOR WHO HAS MANY YEARS OF EXPERIENCE IN HER FIELD, WHO LOOKS AT EVERY ASPECT OF YOUR FINANCES, WHO WANTS TO SAVE YOU MONEY AND MAKE SURE YOUR ... more

( 1 Reviews )
Latham Wealth Management Logo

Latham Wealth Management

Financial Planner

5150 East Pacific Coast Highway Long Beach, CA 90804
kim lopez

Latham Wealth has helped me with a few things over the years and I could not be more pleased with the service they provide. Their rates are very reasonable and they are a ... more

( 0 Reviews )
Ashkan Afrasiab - Financial Advisor, Ameriprise Financial Services, LLC Logo

Ashkan Afrasiab - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

3900 Kilroy Airport Way # 190 Long Beach, California 90806
( 28 Reviews )
SchoolsFirst Federal Credit Union - Long Beach-Lakewood Logo

SchoolsFirst Federal Credit Union - Long Beach-Lakewood

Federal Credit Union, Credit Union, Federal Credit Union

4001 N Lakewood Blvd #120 Long Beach, CA 90808
Walter Marshall

Great rates nice staff and loans just not enough locations but I get that it's a credit union

( 0 Reviews )
Farmers Insurance Logo

Farmers Insurance

Insurance Agency, Auto Insurance Agency, Financial Planner

5000 E Spring St Long Beach, CA 90815
( 0 Reviews )
Roger Park - Financial Advisor, Ameriprise Financial Services, LLC Logo

Roger Park - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC Logo

Steven Vant - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3711 Long Beach Blvd, Ste 1015 Long Beach, California 90807
( 0 Reviews )
Larry Aguayo - Financial Advisor, Ameriprise Financial Services, LLC Logo

Larry Aguayo - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
George Cheng - Financial Advisor, Ameriprise Financial Services, LLC Logo

George Cheng - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Randy Mc Andrew - Financial Advisor, Ameriprise Financial Services, LLC Logo

Randy Mc Andrew - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

5881 Obispo Ave, Ste 103 Long Beach, California 90805
( 0 Reviews )
Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC Logo

Joshua Goeppner - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Andrew Quillope - Financial Advisor, Ameriprise Financial Services, LLC Logo

Andrew Quillope - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Kevin John Marumoto - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

Ken Hickman - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Cole Heydorff - Financial Advisor, Ameriprise Financial Services, LLC Logo

Cole Heydorff - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC Logo

Elevated Wealth Advisory Group - Ameriprise Financial Services, LLC

Financial Planner

3900 Kilroy Airport Way, Ste 190 Long Beach, California 90806
( 0 Reviews )
Edward Jones - Financial Advisor: John Hannah Logo

Edward Jones - Financial Advisor: John Hannah

Financial Consultant, Finance Broker, Financial Audit

5150 CA-1 UNIT 330, Suite 330 Long Beach, CA 90804
( 3 Reviews )
MidasTax Service Logo

MidasTax Service

Financial Planner

5704 Cherry Ave Long Beach, CA 90805
Monica Aguilera

Flexible appointments no waiting time and the best part I got my tax refund within 2 weeks of submitting them. The highest tax refund I've received so far. Ask for Veroni ... more

( 1 Reviews )
Pearl Financial, Inc Logo

Pearl Financial, Inc

Financial Planner

5199 Pacific Coast Hwy Long Beach, CA 90804
( 0 Reviews )
Bond Wealth Management Logo

Bond Wealth Management

Financial Planner

6615 E Pacific Coast Highway Suite #215, Suite #215 Long Beach, CA 90803
( 4 Reviews )
LA Wealth Managemennt Logo

LA Wealth Managemennt

Financial Planner

100 W Broadway Suite #3000 Long Beach, CA 90802
Kris Carrizo

After researching different companies and speaking to several advisors, I decided to put my trust in Erica Zaragoza of LA Wealth Management. From the first time we spoke, ... more

( 1 Reviews )
Prosperity Wealth Planning Logo

Prosperity Wealth Planning

Financial Planner

3780 Kilroy Airport Way Suite 200 Long Beach, CA 90822
Toni Blakeman

Carolanne has been managing my investments for about 10 years. She is very responsive and makes a point of touching base with her clients through out the year. My invest ... more

( 51 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

5101 2nd St Long Beach, CA 90803
Becky Goebel

My go-to Bank of America in Long Beach. Has parking and always has meetings available. Compared to the other Bank of Americas in LB its definitely the cleanest and safest ... more

( 11 Reviews )
Encurio LLP Logo

Encurio LLP

Certified Public Accountant, Accountant, Accounting Firm

4510 Pacific Coast Hwy Suite 280 Long Beach, CA 90804
Gregg Atwell

Absolutely horrendous and extremely unprofessional how we were treated by Tiffany and Vaught and Associates. Long time clients and gave her a lot of money. Tiffany decide ... more

( 1 Reviews )
Principal Planning Service, Inc. Phillip Q Shrotman Logo

Principal Planning Service, Inc. Phillip Q Shrotman

Financial Planner

194 N Marina Dr #202 Long Beach, CA 90803
( 89 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

600 W Willow St Long Beach, CA 90806
Angel Estrada

The worst experience ever the lines are so long people were standing around nobody was helping customers this is the reason why I chose to go with Southern California cre ... more

( 126 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2000 E Anaheim St Long Beach, CA 90804
Lee Zwak

Above and beyond! Very happy. Happy employees moving and grooving

( 1 Reviews )
Professional Tax & Financial Logo

Professional Tax & Financial

Financial Planner

3646 Long Beach Blvd # 102A Long Beach, CA 90807
( 0 Reviews )
DWIGHT Wealth Management Logo

DWIGHT Wealth Management

Financial Planner

3780 Kilroy Airport Way, #200 Long Beach, California 90806
( 1 Reviews )
TSG Wealth Management - Long Beach Logo

TSG Wealth Management - Long Beach

Financial Planner

6460 Pacific Coast Hwy Suite 223 Long Beach, California 90803
( 7 Reviews )
Crisell & Associates - Certified Public Accountants Logo

Crisell & Associates - Certified Public Accountants

Accountant, Certified Public Accountant, Financial Planner

2199 E Willow St Long Beach, CA 90755
Chad Clough

Crisell & Associates has provided my business with A+ accounting and tax services for over six years now. I am grateful for all their help, and, would highly recommend t ... more

( 30 Reviews )
Tax Professionals, CPA Logo

Tax Professionals, CPA

Tax Preparation Service, Accountant, Bookkeeping Service

1040 E Wardlow Rd Long Beach, CA 90807
Arjun Dutta

Using them for my taxes; Tushar, Lalit, Cynthia are very helpful.

( 0 Reviews )
Curt L Kurtz - Financial Advisor, Ameriprise Financial Services, LLC Logo

Curt L Kurtz - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

3780 Kilroy Airport Way, Ste 200 Long Beach, California 90806
( 62 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

150 Long Beach Blvd Long Beach, CA 90802
Brandie Treat

All of the Banks are closed... Can't get in touch with any customer service number or bank ... Can't withdraw $$$ from my Direct Express Card From any bank I have to pay ... more

( 1 Reviews )
Sheby Financial Group Logo

Sheby Financial Group

Financial Planner

5000 E Spring St #340 Long Beach, CA 90815
Kevin Coryell

I have been a client of Kirk Sheby for 6 years. He has always been very helpful, knowledgeable, and personable throughout our relationship. He has helped me with everythi ... more

( 1 Reviews )
Progressive Financial Corporation Logo

Progressive Financial Corporation

Financial Planner

730 Long Beach Blvd Long Beach, CA 90813
( 12 Reviews )
Wealth Management Financial Advisors Logo

Wealth Management Financial Advisors

Financial Planner

3701 Long Beach Blvd #100 Long Beach, CA 90807
Gretchen Sawyer

Completely committed to teaching wealth building for the long-game to Black people.

( 1 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, Financial Consultant, Financial Planner

5101 2nd St Long Beach, CA 90803
Huseyin Senol

Good services

( 72 Reviews )
Bank of America (Lobby Service Only) Logo

Bank of America (Lobby Service Only)

Bank, Financial Consultant, Financial Planner

3804 Atlantic Ave Long Beach, CA 90807
Leonardo Rivera

Good service

( 3 Reviews )
Bank of America ATM Logo

Bank of America ATM

ATM, Financial Consultant, Financial Planner

2000 E Anaheim St Long Beach, CA 90804
Theron Rand

Awesome love banking with them the best

( 1 Reviews )
Timothy D Mc Vey Eacfp Logo

Timothy D Mc Vey Eacfp

Financial Planner

6700 Pacific Coast Hwy Long Beach, CA 90803
Elizabeth Ramirez

Tim has been our taxes since 1981. Does that say something? He is fantastic! If we ever got audited, he was there to meet with IRS on our behalf. He is truly professional ... more

( 53 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

2240 N Bellflower Blvd Long Beach, CA 90815
Zantout

Both bankers i interacted with were very unprofessional, rude, and argumentative. Very bad experience with this branch even though they weren't even busy. I'm looking for ... more

( 3 Reviews )
Nixenomics LLC Logo

Nixenomics LLC

Financial Planner

4134 Atlantic Ave # 206 Long Beach, CA 90807
Tanya Taylor

Nick is very thorough and always works his magic to get me the maximum tax return possible.

( 1 Reviews )
KTN Enterprises Inc Logo

KTN Enterprises Inc

Financial Planner

11 Golden Shore UNIT 440 Long Beach, CA 90802
( 1 Reviews )
CDR Financial Services, LLC Logo

CDR Financial Services, LLC

Financial Planner

180 E Ocean Blvd # 650 Long Beach, CA 90802
( 0 Reviews )
Sean Bryant - Financial Advisor, Ameriprise Financial Services, LLC Logo

Sean Bryant - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

3900 Kilroy Airport Way # 190 Long Beach, California 90806
( 31 Reviews )
Bank of America Financial Center Logo

Bank of America Financial Center

Bank, Financial Consultant, Financial Planner

6351 E Spring St Long Beach, CA 90808
Ricardo Hildago

Bank of America Financial Center in Long Beach provides excellent banking services. Friendly staff and convenient hours make it a reliable choice.

( 0 Reviews )
James J Mercier - Financial Advisor, Ameriprise Financial Services, LLC Logo

James J Mercier - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Financial Consultant, Investment Service

3900 Kilroy Airport Way # 190 Long Beach, California 90806
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