Connect with Top-Rated Financial Planners in Long Beach!

Latham Wealth Management offers comprehensive financial planning and investment services to help individuals and families achieve financial health and security for generations to come. We provide personalized financial plans, investment management, retirement planning, estate planning, tax planning, charitable giving, and asset protection to help our clients achieve their financial goals.

LA Wealth Management is a truly personalized wealth management company that understands the importance of growing and protecting your wealth. Our all-female team of advisors takes pride in their education-based, client-first approach and seeks lasting relationships with clients and their families. We offer a collaborative approach to help create plans for clients, including college savings, loved ones' protection, ideal retirement planning, and leaving a lasting legacy. Our team is dedicated to providing expert advice and guidance to help clients achieve their financial goals.

Sheby Financial Group is a full-service financial firm providing comprehensive financial services to individuals and business owners in Long Beach, California. Our team of experienced professionals offers personalized financial guidance and education, empowering clients to make informed decisions about their financial futures.