3 Best Financial Services in Long Beach, CA

“Bryson Financial prioritizes cost-effectiveness, understanding the unique needs of private equity firms, including cash flow, profitability, and enterprise value. Trent Bryson is the Chief Executive Officer of Bryson Financial. They see themselves as an extension of their clients' management team, providing advice and personalized assistance. They can continuously adapt and change their strategies to ensure that their products consistently serve their customers' best interests. They can analyze client objectives and provide strategic solutions that help clients save money and effectively manage risk. Their clients' success is their success.”

“Scalco Financial is a boutique firm specializing in personalized financial solutions. Their firm is proudly independent to provide you with truly personalized wealth management strategies that help you build the future you desire. Marco Scalco is the Senior Financial Advisor of Scalco Financial. He combines personal attention with a focus on strategic, tax-efficient financial planning and over 16 years of experience in the tax and financial services industry to help his clients pursue financial prosperity. Marco has been engaged in a continuous quest for knowledge and professional development. He obtained his Bachelor’s degree in Business Administration in 2003. Marco is an active member of the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA).”

“Halbert Hargrove Global Advisors is an independent, employee-owned team of fiduciaries. JC Abusaid is the president of Halbert Hargrove Global Advisors. JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administración in Bogotá, Colombia, and his MBA from the University of Redlands School of Business. He was awarded the Accredited Investment Fiduciary™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies. You'll have a personal team including a CFP® advisor. A team approach ensures you have continuity and many perspectives working to give you the best solutions.”