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Financial consulting in Long Beach, CA

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Elesie Retirement

Elesie Retirement is a modern, fiduciary-focused financial planning firm built for people who want clarity, confidence, and a full-service approach to retirement. We specialize in simplifying complex retirement needs—bringing together investments, Social Security, taxes, Medicare, estate planning, and insurance into one cohesive strategy. What makes us different? We’re independent, uniquely focused on retirement financials, and act 100% in your best interest. No sales pressure. No confusing jargon. Just experienced advisors who take the time to understand your goals and create a plan that fits your life—not the other way around. Whether you’re retiring soon or already retired, we help you navigate each step with calm guidance, smart tax strategies, and peace of mind. It’s retirement, made easy.

Steven Vant - Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Long Beach, CA area, Steven Vant will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

NSR Capital

NSR Capital delivers innovative consulting services tailored to the unique challenges of entrepreneurs, investors, operators, and franchisees. We empower clients to navigate complex financial landscapes with confidence and clarity. With over fifteen years of experience, NSR Capital has helped numerous entrepreneurs and investors realize strategic and operational goals. Our 98% client retention rate reflects our commitment to delivering measurable, lasting value and strong partnerships. Leverage expert insights, bespoke strategies, and a client-focused approach designed to maximize value and streamline operations.

Larry Aguayo - Ameriprise Financial Services

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Long Beach, CA area, Larry Aguayo will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Now Cfo

NOW CFO is a "roll-up our sleeves" full-service consulting firm with a singular focus on outsourced CFO, Controller, accounting, and finance needs. NOW CFO has built a reputation as talented management consultants and financial analysts with an entrepreneurial spirit and focus. We bring these qualities to our clients to help create continued success and growth.

HR Alliance

HR Alliance provides expert fiscal intermediary services designed to help individuals and businesses manage their financial and human resource needs with accuracy and confidence. We specialize in Self-Determination Programs and Person-Centered Care, ensuring compliance with legal requirements while offering Employer Agent services, budget tracking, and staff training. With decades of experience through the HR Alliance Group, we bring unmatched professionalism and reliability to each partnership. Our team is dedicated to simplifying the complexities of HR and financial management, allowing you to focus on what truly matters. Backed by integrity and expertise, we are committed to supporting you every step of the way.

Edward Jones - Financial Advisor: Michael A Shafer

During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

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