Here’s The Deal: Bryson Financial is an independent financial consultant in Long Beach, CA. Trent Bryson is the firm's chief executive officer. Trent Bryson and his team rank as one of the most respected corporate and personal financial planning providers. They serve thousands of companies and individuals, offering unique solutions in retirement planning, employee benefits, and wealth and risk management. At Bryson, they align themselves with their client's goals and needs by basing their compensation on performance rather than a percentage of premium, putting them on the same side of the table as their clients. They act as a strategic partner to their clients and become an extension of their management team. Through their ability to analyze client objectives and provide strategic solutions, they help their clients achieve their short and long-term business goals. Their client's success is their success.
3 Best Financial Services in Long Beach, CA
Expert recommended Top 3 Financial Services in Long Beach, California. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 BRYSON FINANCIAL REVIEWS
Our business teamed up with Bryson Financial to manage our employee benefits and we couldn't be happier. The team at Bryson is very hands on, responsive and has made all our past processes much more efficient & easier. As we build our relationship with them, we hope to expand just from employee benefits and use the other offered services. They are great to work with and I would highly recommend to anyone looking for a change.
Working with the Bryson team has been such a great experience. They handle all of our insurance and benefits management and make everything so simple. Each member of the team we've worked with has been extremely helpful, responsive, and knowledgeable.
I like Bryson Financial because they are smart, strategic and entrepreneurial. They put people first and give you the personalized service that was clearly absent with other insurance/financial providers. I highly recommend them.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Scalco Financial Long Beach Financial Services Scalco Financial Long Beach Financial Services](https://threebestrated.com/images/ScalcoFinancial-LongBeach-CA.jpeg)
Here’s The Deal: Scalco Financial is a leading financial planner in Long Beach. Marco Scalco is the owner of the firm. He is a financial advisor who believes in helping clients with comprehensive financial services, emphasizing tax planning, investment strategies, individual retirement, and insurance. He completed his Bachelor's degree in Business Administration in 2003. He also passed the FINRA Series 66/ Uniform Combined State Law Examination. Marco maintains an active membership in both the National Association of Tax Professionals (NATP) and the Financial Planning Association (FPA), showcasing his commitment to staying current with industry standards and best practices. The team's purpose at Scalco Financial is to provide clients with clarity and peace of mind concerning their financial affairs. They offer independent expert advice and services in the inter-related fields of income tax and wealth management. As their client, you will enjoy timely and attentive service and creative, tax-optimized solutions that suit your unique situation. No matter your life stage, they are committed to maintaining and nurturing their relationship with you. They can provide a wide range of services to fulfill your financial needs. They strive to deliver personalized service and to maintain continual communication. Their advantage comes from focusing on their client's needs and years of advanced training. They are continually investing time and resources in continuing professional education and state-of-the-art computer technology. Look at their list of services, and contact them to discuss how they can help you. They are dedicated to you and your business, ensuring your success and well-being.
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TOP 3 SCALCO FINANCIAL REVIEWS
Marco Scalco has been doing my taxes for a few years. He is highly professional and efficient. I appreciate how quickly he files my taxes and how quickly my tax returns come. On my visit this tax season, he gave me very good advice on my investments. He not only knows taxes, but he gives great financial planning advice. He took the time to clearly explain things to me. I would give him more than five stars if I could. I sincerely appreciate how he took extra time to explain things to me. I plan to use his great advice so I can better plan my future and be better prepared for retirement.
What a professional and welcoming firm! I often use my first telephone experience to determine whether to hire a business, and Angelica was terrific and helpful on the phone. That carried over to the first meeting during which Marco Scalco, the owner, quickly assessed my documentation and prepared the majority of my tax return. I have been to CPAs who do more talking than work, and the process drags on for weeks. I already have an idea of what the final return will look like. I was not only impressed by the service, but the clean, attractive and organized office suite. It was quickly apparent that Marco is a seasoned professional whose expertise spans from taxes to financial planning to investments. It was a pleasure to meet someone of Marco's standards and ethics. I'll be coming back for many years.
Marco was friendly and answered all my questions thoroughly! He made filing my taxes easy to understand and helped ensure I recognized how to assess all of my deductions so we could calculate an accurate return. The office is comfortable and the staff is warm.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Gus Tonsay - Primerica Long Beach Financial Services Gus Tonsay - Primerica Long Beach Financial Services](https://threebestrated.com/images/GusTonsayPrimerica-LongBeach-CA.jpeg)
Here’s The Deal: Gus Tonsay is the Primerica Financial Representative in Long Beach, California. He became a Primerica Financial Representative because he wanted to help his neighbors, the residents of Long Beach, and the surrounding communities with their financial and life goals through a personalized investment strategy. His highest priority is to create value and peace of mind for his clients. He prides himself on providing excellent customer service to everyone who walks through his office doors. He strives to treat each customer how they would want to be treated – with respect and integrity. He welcomes Long Beach residents to call or visit his office to see how the team can help them achieve their financial goals and dreams. Partnering with a Primerica financial professional promises many advantages, ensuring personalized guidance that aligns perfectly with your financial goals and dreams.
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TOP 3 GUS TONSAY - PRIMERICA REVIEWS
Gus Tonsay excels at Primerica, providing top-notch financial guidance with care and dedication.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.