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Sample Listing of California, CA Finance Professionals
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Balaban Financial Services
12021 Wilshire Blvd. Suite 137 Los Angeles, CA
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Full Service Independent Insurance Brokerage Serving All of California
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Wells Fargo Institutional Securities
San Francisco, CA
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We are an institutional fixed income broker/dealer, which caters to businesses and high net worth individuals. Products include: CDs, CP, Money Markets, Treasurys, Agencies, MBS and Corporates. WE ALSO OFFER A UNIQUE TAX EXEMPT PRODUCT CALLED A MUNICIPAL LEASE, which caters to ACCREDITED INVESTORS. These are similar to Municipal Bonds, but shorter in maturities and higher in yield. Typical leases range from 2 to 5 years with half the principal being returned in about half the term. **100,000 Minimum investment needed**
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Marina Capital Management, Inc.
Marina Capital Management, Inc. 27520 Hawthorne Blvd., Suite 146 Rolling Hills Estates, CA
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Marina Capital Management, Inc. is a registered investment advisory, providing; wealth management, financial planning, investment advisory and management services to individual, business and institutional clientele. The firm’s financial wealth management and consulting services are offered to its clientele as professional fee services. Services address the selection and management: of investment assets and insurance, along with income and charitable tax planning, estate and retirement plan solutions. Services include: business succession or continuation planning, executive consultation and compensation planning, pension, 401(k) profit sharing, employee benefits plan Services. Executive consultation and planning services provide for both asset protection and estate preservation concerns. Our executive financial consultation and business planning services provides real answers specializing in Investment, Estate and Retirement Solutions. In addition, resources are available for the institutional community that includes: consulting, asset management, financial and administrative services to support and compliment your institutional goals and requirements.
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Peelle Financial & Insurance Services
4445 Eastgate Mall, Suite 200 San Diego, CA
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Peelle Financial & Insurance Services is dedicated to providing clients with unparalleled professional financial advice. Knowing all the options available to you is the most important factor in making an informed financial decision. Peelle Financial & Insurance Services works closely with our clients to make sure that they understand their choices.
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IWM Partners
1101 California Ave., Ste. 100 Corona, CA
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We specialize in retirement and estate planning for families who have serious goals surrounding wealth accumulation and retirement. We focus both on individuals whose investments are in the growth stage and on those who wish to preserve their assets and generate income. Proper asset allocation and diversification are an important focus when considering portfolio composition.
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