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Financial Advisors in Long Beach, CA

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  • 1.

    Lisa Tran

    • Long Beach, CA
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (714) 568-8002
    Referral from Oct 15, 2013
     
    Business reviewer avatar
    Leslie E.:
    Any So. Cal friends work with a financial advisor/planner you would recommend? I'm in desperate need of finding someone trustworthy and...
    Business reviewer avatar
    Lisa Tran is awesome! We still use her now even though we live in the Bay. She explains things so clearly. 714-568-8002 lisatran.nm.com
  • 2.

    New York Life

    • Long Beach, CA
    9.9
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (562) 256-3516
    Referral from May 28, 2013
     
    Business reviewer avatar
    Lakewood, G.:
    Lauren: Can anyone recommend a Finance tutor? I am a Pepperdine MBA student so I need a tutor that is very knowledgeable when it comes...
    Business reviewer avatar
    Hi Lauren, my name is Pam McKenzie I am a Financial Advisor in Lakewood, I have been a Financial Advisor for over 8 years, transitioning...
  • 3.

    Lincoln Financial Group

    • 1 World Trade Ctr # 800 Long Beach, CA 90831
    9.8
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (562) 983-8164
    Referral from Oct 15, 2013
     
    Business reviewer avatar
    Leslie E.:
    Any So. Cal friends work with a financial advisor/planner you would recommend? I'm in desperate need of finding someone trustworthy and...
    Business reviewer avatar
    Yes please contact Glen McKinney work # 562 983 8164. We have used his services for over 23 yrs. Honest.
  • 4.

    Next Financial

    • 310 Golden Shr Long Beach, CA 90802
    • Open ⋅ Closes at 7:00PM
    9.7
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (562) 216-8990
    Referral from May 03, 2014
     
    Business reviewer avatar
    Diana Y.:
    Can anyone recommend a good and reputable financial advisor? Someone who can help with analyzing 401k investments and offer long/short...
    Business reviewer avatar
    Allan Pollard. At Next Financial in Long Beach. He is the father of my good friend and roommate. Does amazing work. (562) 216-8990
  • 5.

    Elite Tax & Accounting Services

    • 5824 E Naples Plz Long Beach, CA 90803
    • Closed
    9.6
    Score Details
    • Location
      Great
    • Ratings
      Great
    • Recency
      Ok
    (562) 856-4815
    Referral from Nov 04, 2013
     
    Business reviewer avatar
    Christopher J.:
    Can anyone out there recommend a good financial consultant/tax person in or around the Long Beach, CA area? We're looking to change...
    Business reviewer avatar
    Nancy Eisner, Elite Tax Services, Naples (LB) - (562) 856-4815.
  • Referral from May 3, 2014
    5.0
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  • Referral from October 15, 2013
    5.0
    Facebook reviewer avatar
  • Referral from November 4, 2013
    5.0
    Facebook reviewer avatar
  • Referral from February 2, 2015
    5.0
    Facebook reviewer avatar
  • Referral from October 15, 2013
    5.0
    Facebook reviewer avatar
  • Referral from May 1, 2014
    5.0
    Facebook reviewer avatar
  • Referral from July 16, 2013
    5.0
    Facebook reviewer avatar
  • See all 35 results within 15 miles of Long Beach, CA
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