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Map of Surfside, CA

Investment Securities in Surfside, CA

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1. Edward Jones - Financial Advisor: Randy Hawkins

Edward Jones - Financial Advisor: Randy Hawkins

311 Main St Ste 15, Seal Beach, CA 90740

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

2. Edward Jones - Financial Advisor: Rachael E. Yohai

Edward Jones - Financial Advisor: Rachael E. Yohai

311 Main St Ste 15, Seal Beach, CA 90740

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

3. Edward Jones - Financial Advisor: Nailah Khan

Edward Jones - Financial Advisor: Nailah Khan

500 Pacific Coast Hwy Ste 106, Seal Beach, CA 90740

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

4. Leonid

Leonid

16400 Pacific Coast Hwy, Huntington Beach, CA 92649

OPEN NOW:8:00 am - 6:00 pm

From Business: LEONID is a government contract financing company specializing in Government Contract Term Loans or Lines of Credit, Invoice Factoring, and SBIR Award Financing. LEONID…

5. O'Leary, Rachael Y

O'Leary, Rachael Y

311 Main St, Seal Beach, CA 90740

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

7. JC Financial Planning & Investments LLC

JC Financial Planning & Investments LLC

445 Ultimo Ave, Long Beach, CA 90814

OPEN NOW:7:00 am - 6:00 pm

From Business: We are a Registered Investment Advisor (RIA) located in Long Beach, California. We offer fee-only comprehensive Financial Plans and Asset Management Services to individuals and…

9. Scottrade

Scottrade

7012 Edinger Ave Ste 103, Huntington Beach, CA 92647

OPEN NOW:6:00 am - 5:00 pm

12. Heenan Investment Services

Heenan Investment Services

4657 Hazelnut Ave, Seal Beach, CA 90740

CLOSED NOW:9:00 am - 5:00 pm

14. Danzi Capital Group

Danzi Capital Group

Serving the Surfside Area

YP
33 Years
in Business

16. Edward Jones - Financial Advisor: Nasar Aboubakare

Edward Jones - Financial Advisor: Nasar Aboubakare

5952 Warner Ave, Huntington Beach, CA 92649

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

17. Edward Jones - Financial Advisor: Felicia Y Gonzalez

Edward Jones - Financial Advisor: Felicia Y Gonzalez

5855 E Naples Plz Ste 100, Long Beach, CA 90803

CLOSED NOW:8:30 am - 4:30 pm

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

YP
103 Years
in Business

18. Thai, Elizabeth P

Thai, Elizabeth P

5952 Warner Ave, Huntington Beach, CA 92649

From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…

19. Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

6700 E Pacific Coast Hwy, Long Beach, CA 90803

From Business: Morgan Stanley is a worldwide financial services firm that provides securities, investment banking, wealth and investment management and credit services. It operates through a…

20. Edelman Financial Engines

Edelman Financial Engines

3020 Old Ranch Pkwy Ste 100, Seal Beach, CA 90740

CLOSED NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

21. RBC Wealth Management Branch - Long Beach

RBC Wealth Management Branch - Long Beach

3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

22. The Bailey Group

The Bailey Group

3010 Old Ranch Pkwy Ste 470, Seal Beach, CA 90740

CLOSED NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

23. Fidelity Investments

Fidelity Investments

12201 Seal Beach Blvd, Seal Beach, CA 90740

CLOSED NOW:8:30 am - 5:00 pm

From Business: Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your…

YP
60 Years
in Business
Amenities:
Wheelchair accessible

24. Confluence Wealth Management Group - Ameriprise Financial Services

Confluence Wealth Management Group - Ameriprise Financial Services

12842 Valley View St Ste 104, Garden Grove, CA 92845

CLOSED NOW:9:00 am - 5:00 pm

From Business: At Confluence Wealth Management Group, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is…

25. Oakbridge Avisors Inc

Oakbridge Avisors Inc

4000 Macarthur Blvd Ste 550, Newport Beach CA, 92660, Newport Beach, CA 92660

OPEN NOW:8:00 am - 5:00 pm
YP
17 Years
in Business
Amenities:
Wheelchair accessible

26. Morgan Stanley

Morgan Stanley

6700 E Pacific Coast Hwy Ste 110, Long Beach, CA 90803

CLOSED NOW:9:00 am - 5:00 pm