Halbert Hargrove’s Long Beach office serves individuals, families, and business owners navigating retirement planning, investment management, and complex financial decisions. As a fiduciary firm, our advisors focus on education, long-term planning, and guidance aligned with each client’s individual circumstances.
Wealth Management Advisors in Long Beach
Halbert Hargrove’s wealth advisory firm in Long Beach, California opened in 1989 to serve our many clients across the country. Our Long Beach, CA team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Long Beach is dedicated to helping you attain well-lived todays and tomorrows.
Wealth Management Advisors in Long Beach
If you are located near Long Beach, we encourage you to give us a call to set up a consultation. Our list of services ranges from investing and tax planning, to retirement planning and life-based event planning. We’d love to see how we can work together to help you plan and invest for your everyday needs, big aspirations – and everything in between.
Serving Long Beach and Surrounding Communities
Our firm’s founders launched Halbert Hargrove in downtown Long Beach in 1933. You’ll find us today at the intersection of Ocean Boulevard and Pine Street on the 23rd floor – a block away from where we first started– with expansive views of the harbor and the Aquarium of the Pacific. Parking is available and validated at the lower level. Our Long Beach-based advisors are happy to meet with you in-person or via telephone or zoom – whatever you prefer.
Long Beach Team
Explore Halbert Hargrove’s Services in Long Beach
Long Beach Investment Services
Our investment services aim to grow your wealth strategically, aligning with your life goals and risk tolerance. Our Long Beach team designs personalized portfolios that aim to balance growth potential with risk management, contributing to your financial future goals.
Financial Planning in Long Beach
Through meticulous financial planning, our Long Beach team creates a roadmap tailored to your aspirations. We analyze your current financial situation, identify opportunities for improvement, and chart a course to help you achieve your dreams, whether it’s buying a home, funding education, or starting a business.
Retirement Planning in Long Beach
Retirement should be a time of relaxation and fulfillment, not worry. Our Long Beach retirement planning services assist you in planning and preparing for your retirement lifestyle.
Long Beach Tax Planning
Managing tax liabilities effectively is an important part of enhancing your wealth. Our Long Beach tax planning services employ strategic techniques to identify deductions, credits, and tax-efficient investment strategies. By staying informed of tax law changes and utilizing effective tax planning strategies, our goal is to help you keep more of what you’ve earned.
Estate Planning in Long Beach
Estate planning goes beyond distributing assets; it’s about preserving your legacy and protecting your loved ones. Our Long Beach estate planning services take into consideration your wills, trusts, and beneficiary designations. We want to see your wishes honored and your estate passed on efficiently and effectively.
Long Beach Charitable Gifting Services
Giving back to the community is a rewarding endeavor. Our Long Beach charitable gifting services help you support causes close to your heart while optimizing tax benefits. We assist in structuring charitable donations and implementing strategies that align with your philanthropic goals, leaving a lasting impact on the causes you care about.
Long Beach Family Financial Planning
Families have unique financial dynamics and goals. Our Long Beach family advisory services provide holistic guidance to navigate complex financial decisions. From education funding to intergenerational wealth transfer, we collaborate with families to build a legacy of financial stability and prosperity.
Wealth Management in Long Beach
Wealth management is about more than just growing your assets; it’s about orchestrating your financial affairs to achieve your life’s vision. Our Long Beach wealth management services integrate investment management, financial planning, and risk management in an attempt to safeguard and enhance your wealth, with the goals of allowing you to focus on what matters most.
Frequently Asked Questions
Where is the Halbert Hargrove office located in Long Beach?
The Long Beach office is conveniently located at 111 W Ocean Blvd, 23rd Floor.
Do I need to live in Long Beach to work with this office?
No. While many clients live in or near Long Beach, the team also works with clients in other locations. Meetings may take place virtually or in person, depending on preference.
What financial services are available at the Long Beach office?
Services typically include comprehensive financial planning, retirement planning, investment management, and coordination with tax and estate professionals.
Who does the Long Beach office typically work with?
The Long Beach team works with individuals, families, and business owners who are planning for retirement, managing investments, or navigating complex financial decisions.
How do I schedule a meeting with the Long Beach office?
You can request an introductory meeting using the contact form or phone number listed on this page.
Can I work with a local advisor virtually?
Yes. Clients may meet with advisors virtually or in person, depending on their preference.
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