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Financial consulting in Long Beach, CA

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Marumoto Kevin CFP - Kevin John Marumoto - 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, Kevin John Marumoto 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.

Bounty Generation stands as a trusted partner for individuals seeking financial freedom, businesses striving to build strong teams, and entrepreneurs working to bring their visions to life. By offering financial education, hiring solutions, and small business coaching, we empower our clients to achieve their goals and build a brighter future. Whether you’re an individual looking to take control of your finances, a business in need of top-tier talent, or a start-up navigating the challenges of growth, Bounty Generation is here to help you succeed. Let us be your guide on the journey to financial empowerment and business excellence.

AC Battle Consulting Services

With over 15 years of experience and 150+ satisfied clients under our belt, ACBC is focused on an inclusive customer experience that provides individuals and corporations with a broad understanding of their unique financial situations. We go beyond your taxes by evaluating its impact on all other aspects of your financial health based on your goals. This translates to a solid tax plan reviewed bi-annually and as significant life events occur.

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(310) 660-7292
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Small business planning, employee benefits, life/health/disability, 401(k), profit sharing, defined benefit plans, buy/sell agreements, business continuation planning, employee stock options, invesment strategies (i.e. stocks, bonds, ETF's, commodities).

Principal Planning Service

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and service: Retirement Plan Design/Rollover/Transfer Professional Asset Management Tax management Investment management Retirement strategies Estate conservation Insurance and annuity products

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