Prosperity Wealth Planning
“Carolanne has been managing my investments for about 10 years. She is very responsive and makes a point of touching base with her clients through out the year. My investments have done well under her management!”
Financial Planners near Long Beach
Financial Planners near Long Beach picked by BestProsInTown
MidasTax Service
“I have been coming here for many years and I really trust Launa with my taxes. It's affordable and she doesn't over charge like others or raise her rate on me.Every time I come here it's in and out. I would recommend this place!”
Augustus Wealth
“After my retirement in 2022, I was actively looking for a competent financial advisor to manage my retirement account. I am glad that I was able to hire Derek of Augustus Wealth as my financial advisor. He works deligently and always keeps me informed of key investment decisions on my account. Since he took over the management duty, the account has grown more than what I have expected. I am very happy to have Derek as my financial advisor and would not hesitate to refer him to my relatives and friends.”
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