Financial Advising in Long Beach, CA

7 locations found near Long Beach

“I have been with Marco for several decades and I have found him to be very upright and honest. Returns calls quickly and has been very beneficial to our families finances. I recommend Marco without reservation.”

5 Superb16 Reviews

“This is a great place to get your taxes done. Honest, expert service and they stand behind their work.The owner, Trish, has helped me out well beyond just doing both my corporate and personal taxes. She’s given me some really great investment and business advice that has paid off tremendously.I can not recommend them highly enough!!”

4.7 Superb90 Reviews

“If you’re looking for an investment advisor that’s easily accessible, communicative and feels like family, then this is the place for you! 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. I am nearing retirement and I would not trust any other firm to guide my plans.”

5 Superb4 Reviews

“I have the pleasure of working with Mike over at Breitman Capital, and MY experience has been remarkable considering its only been a month. I'm looking forward to a long satisfying relationship with them.”

3.9 Good19 Reviews

“I have been a client of Tushar Shah since 2008. I trust him completely to take care of my taxes. He is very knowledgeable, professional and extremely helpful. He helped me a few years ago with an offer of compromise after my divorce. It was a long but smooth and less stressful for me, as he took care of it all for me. I’m extremely context with his services and highly recommend him. His new location is easy to get to and very nice! Thank you tax profesionales!”

4.3 Superb25 Reviews

“Really fast to let me know if I was approve for a loan, the office is really clean and Rachel really nice person she explain everything clear. I even got a car insurance that covers everything, I even got a bigger loan than what i needed. So happy happy for this loan.”

3.7 Good4 Reviews

“I’ve been working with Halbert Hargrove for awhile and it has been an incredibly rewarding experience. I've never felt more heard or supported in my financial journey. From the very beginning, it's clear that they are not just providing an advisor but a dedicated team working with me. I feel like they’re helping me achieve my dreams and are always available when I have questions. I would definitely recommend Halbert Hargrove to anyone looking for an advisor.”

2.2 Poor5 Reviews

Related Categories