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Speedy Credit Repair

(37)

Secure Better Loan Rates and Save Money on Interest.

“With his help I was able to delete a very very difficult charge off from a private student loan that was incorrectly placed on my record plus other issues he helped with.”

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Stan Diliberto, Cpa, CFP

(48)

Planning
Investments
Questions

“We transferred our investment and retirement accounts in 2002 and since then, my wife and I have been receiving monthly distributions that have actually increased over time.”

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Bier Law

(45)

Understanding
To Learn
Seminar

“We came to Seth to set up a family trust with the intention of protecting our assets and drafting a trust to make things easier on our family in the event that something happens to us.”

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Montue, Woodard & Associates

(41)

Business Valuations, Tax Planning, Business Tax Returns

“Fabulous, I have been with Montue Woodard for more years than I can count even when I moved to Florida for 6 years I sent all my stuff and they did it for me via fax.”

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Tax Professionals, CPA

(16)

Business, Tax Resolution, Insurance

“I have been doing my taxes with them for two years, I will definitely get their help again, and I would recommend you do it w them to get more refund with a peace mind.”

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Homeconstructionloan.com / Arroyo Consulting Group

(46)

Vendor Negotiations, Project Review/Analysis, Builder Selection/Vetting

“My prior attempts with national banks left me exasperated due to their meager loan offers, exorbitant upfront deposit demands, and painfully sluggish response times.”

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Kim R. Coyle CPA & Associates Orange County CPA

(22)

Setup an LLC, Succession Planning, Tax Problems

“I surely recommend Kim and His team very Professional and reliable I have sent my kids who already incorporated to Work to make their Income taxes with Kim .”

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First Class Counsel

(32)

Tax Planning, Last Wishes, Limited Conservatorship

“As a business professional, I do not have a lot of time during the day, so the fact that Andrew was easily accessible during my availability made my experience even better.”

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Gardena Financial

(33)

Tax Problem, Business Tax, Tax Preparation Fee

“His philosophy is that he doesn't just want to prepare your taxes, but educate you on your financial situation so that you can make the best decisions possible.”

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Lever Law – A One Law Corporation Company

(31)

Call
Expertise
Feel

“I liked that I wasn't judged or anything like that because as many of the people about to decide on bankruptcy know, you already feel a sense of guilt and shame.”

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S D Cooper Co

(1)

“I did this in 2013 and now have a very successful business that will provide for many years of great income.”

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Scalco Financial

(10)

Business Planning, Tax Planning and Preparation, Retirement Planning

“That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return.”

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Integrity Wealth Management

Collaborative Services, Tax Reduction Planning, Investment Oversight Service

“Welcome to Integrity Wealth Management. Integrity is not just our name, it is the standard by which we live. Integrity Wealth Management is a comprehensive financial services firm committed to helping our clients achieve long-term financial success. ...”

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Weaver Consulting Group

(20)

Team
Retirement
Future

“I felt like their family that they were trying to protect and that really doesn't happen often if at all in business especially the financial industry.”

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Barrera

(35)

Inscribir Como Agente, DMV Services, Auto Insurance

“Toneth super friendly, great service, accommodating, 1st time recommended to me and I would definitely recommend to anyone in need for friendly tax preparation”

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Warren Street Wealth Advisors

(15)

Investment Management, Retirement & Financial Planning

“When we found out she was leaving and joining Warren Street Wealth Advisors in 2019, it was a no-brainer for mom and I to follow her and have Warren Street manage our accounts as well.”

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McLellan, John W. CPA

(1)

Tax Services, Business Services, Quickbooks Services

“He is smart, efficient and very knowledgeable about all aspects of tax planning.”

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Life Insurance, Investment Management, Income Planning

“It also helps that Trevor and his team are well versed in investment strategies that are tailored according to each individual's unique plans and risk tolerance.”

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Genwealth 360

(11)

Taxes
Strategies
Plan

“Shawn Davenport and his team showed great expertise in addressing my circumstances, making sure that I was completely compliant with the IRS and also setting me on an individualized plan for financial success.”

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Average Cost	$3714
Minimum cost	$1238
Maximum cost	$10521
Avg Per Hour Rates	$372

Best Financial Advisors in Long Beach, CA

The highest-rated Financial Planning & Wealth Management companies out of 199 vetted & reviewed in the Long Beach area.

Speedy Credit Repair

Stan Diliberto, Cpa, CFP

Bier Law

Montue, Woodard & Associates

Tax Professionals, CPA

Homeconstructionloan.com / Arroyo Consulting Group

Kim R. Coyle CPA & Associates Orange County CPA

First Class Counsel

Gardena Financial

Lever Law – A One Law Corporation Company

S D Cooper Co

Scalco Financial

Integrity Wealth Management

Weaver Consulting Group

Barrera

Warren Street Wealth Advisors

McLellan, John W. CPA

Lee Robinson, Cfp, EA

Finn Financial Group

Balboa Tax & Accounting Services

Retirement Planning Newport Beach | Miramontes Capital

R. M. White & Associates

Randall Wealth Management Group

Genwealth 360

Retirement Planning and Investment Management Services in Long Beach, CA Cost Estimates

Why these companies made our list

Wealth Management Advisors near Long Beach

Popular in Long Beach