5 Best Financial Services in Long Beach, CA

Below is a list of the best financial services in Long Beach. To help you find the best financial services located near you in Long Beach, we’ve compiled our own list based on this list of rating points.

Long Beach’s Best Financial Services:

The top rated financial services in Long Beach, CA are:

  • A1 FINANCIAL INC – personally takes care of all financial and tax service needs
  • Genwealth Inc. – offers experts working and collaborating with its clients
  • EnSo Group, Inc. – knows that small businesses are the backbone of the economy
  • California Financial Solutions – proudly serves its clients with quality financial solutions
  • William Allan Investment Advisors – has been the go-to investment advisor for all of his clients

A1 FINANCIAL INC.

preferred financial services in Long Beach, CA

A1 FINANCIAL INC. personally takes care of all financial and tax service needs. The company has chartered accountants and investment advisers. They are very dedicated to providing business owners with certified tax and financial assistance. In addition, their services are IRS certified. They are one of the most affordable and stress-free financial supports. Moreover, they are happy to offer their services and consultations at any time.

The company offers a wide selection of high-end accounting and financial services. Additionally, their services include loan management, credit and debt counseling, and insurance filing. They also provide bookkeeping services.

Products:

accountant, accountant

LOCATION:

Address: 1124 Pacific Coast Highway, Long Beach, CA 90806
Telephone: (562) 231-6674
Website: a1financialinc.com

COMMENTS:

“Amazing service! Friendly and outgoing staff. They are very informative and knowledgeable. They have everything here; UPS Services, Amazon Pickup, Wish, Business Services and you can copy and fax your documents here. It’s literally a one stop shop unique. Mrs. Lena is a breath of fresh air…. –Williams

Genwealth Inc

Efficient Financial Services in Long Beach, CA

Genwealth Inc has experts working and collaborating with its customers. With improved efficiency, their clients are assured of quality services for their businesses. They enhance and help their clients’ wealth to grow better and faster through their financial services. Plus, they are happy to help customers in any way they can. In addition, their services are BBB accredited with an A+ rating to ensure full customer satisfaction.

They offer a wide range of premium financial services. Additionally, these include asset protection, financial consulting, and tax protection. They also have legal and business advisors who guide their clients.

Products:

financial advice, consultation

LOCATION:

Address: 3711 Long Beach Blvd #810, Long Beach, CA 90807
Telephone: (562) 665-3818
Website: genwealthinc.com

COMMENTS:

“Genwealth has been great with me. They helped me develop strategies to save money and maximize my legal deductions. They are always available and very courteous. – George Chaux MD

EnSo Group, Inc.

Certified Financial Services in Long Beach, CA

EnSo Group, Inc. knows that small businesses are the backbone of the economy. Its mission is to help all of its business partners recover and receive the money they deserve. Additionally, they have over 2 decades of experience in collecting and filing credits for all of their clients. They take pride in handling all credit details to help customers focus on making their business successful.

They offer a variety of credit recovery services. Additionally, their services include credit programs, small business loan screening, and manufacturing credit recovery. They also recover credits for services, health care and construction.

Products:

legal team, financial accounting, accounting

LOCATION:

Address: 100 W Broadway Suite 3000, Long Beach, CA 90802
Telephone: (562) 209-2432
Website: ensogroupinc.com

COMMENTS:

“Very happy to have worked with this company. My company qualified for some large R&D tax credits, was able to amend multi-year tax returns, and recouped some pretty large refunds. The best part was that we even got the government’s interest back. The whole process was smooth from day one. – Brett Barrad

California Financial Solutions

Affordable Financial Services in Long Beach, CA

California Financial Solutions proudly serves its clients with quality financial solutions. The company has a multidisciplinary approach to financial issues. Moreover, they have top-notch solutions for all financial problems under one roof. With over 15 years of experience, they bring innovative financial solutions to the table. In addition, they personally select the financial service that best suits their clients.

They have a wide range of affordable financial services. These include tax consultation, inheritance tax consultation and bank loan selections. In addition, they also provide home loans.

Products:

accounting, financial aid

LOCATION:

Address: 2725 CA-1 Suite 102, Signal Hill, CA 90755
Telephone: (562) 498-2659
Website: fsofca.com

COMMENTS:

“I have had my taxes done by the professionals at Financial Solutions for over 10 years and also a home loan. Exemplary knowledge and personal attention is all I have ever felt from the team at Financial Solutions. I recommend them to all my friends and clients.” – Armando Radillo

William Allan Investment Advisors

Reliable Financial Services in Long Beach, CA

William Allan Investment Advisors has been the go-to investment advisor in various sectors. The firm offers investment-focused services with the aim of helping all business owners. In addition, their services are personally supported to meet all the long-term goals of their clients and individuals. They have steadfast portfolio management and a selection of discipleship investments. Plus, they’ve been using the method for almost 3 decades and counting.

The firm offers a wide range of investment services. In addition, their services include financial support, investment advice and business plan consultation. They also take care of the planning of real estate affairs.

Products:

financial support, accounting

LOCATION:

Address: 100 Oceangate Ste 1200, Long Beach, CA 90802,
Telephone: (562) 677-5309
Website: willallan.com

COMMENTS:

“Family-owned investment advisory firm you can trust. William Allan not only has exemplary customer service but they make me money. They explain in detail the most confusing financial terms in a simple way.” – Smart Lab Marketing