3 Best Financial Services in Long Beach, CA

“Bryson Financial is led by Trent Bryson, 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.”

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“Scalco Financial is owned by Marco Scalco. 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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“Gus Tonsay is the Primerica Financial Representative. 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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