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JC Financial Planning & Investments LLC

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445 Ultimo Avenue,
Long Beach, CA 90814
(562) 743-6031
033772526-118124192

Business DetailsAdd More Info

Products & Services 
  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
More
  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
  • Bonds
  • Business Planning
  • Business Start-Up Planning
  • Charitable Trusts
  • Chartered Life Underwriters
  • Commodity Trading Consultants & Advisors
  • Consultations
  • Cost Containment
  • Credit Lines
  • Derivatives
  • Diversification
  • Education Savings Plans
  • Equity Investments
  • Estate Management
  • Estate Planning
  • Family Financial Planning
  • Financial Education Workshops
  • Financial Management
  • Financing
  • Fixed Annuities
  • Foreign Bonds
  • Government Bonds
  • Index Funds
  • Individual Retirement Accounts
  • Inheritance Planning
  • Insurance Planning
  • Investment Advisors
  • Investment Planning
  • Investments
  • Load Funds
  • Money Market Accounts
  • Mutual Funds
  • Retirement Planning
  • Stock Investments
  • Wealth Management
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Additional Information 
Free consultation and financial assessment!
Licensed

Areas Served 
CA

Specialties 
  • Asset Management
  • Financial Plans

Certification & Affiliations 
  • Certified Financial Planner

Customers Served 
Residential, Commercial

Languages Spoken 
  • English
  • German
 
View All

Products & Services 
  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
More
  • Advisor Searches
  • Annuities
  • Asset Allocation
  • Asset Management
  • Bonding
  • Bonds
  • Business Planning
  • Business Start-Up Planning
  • Charitable Trusts
  • Chartered Life Underwriters
  • Commodity Trading Consultants & Advisors
  • Consultations
  • Cost Containment
  • Credit Lines
  • Derivatives
  • Diversification
  • Education Savings Plans
  • Equity Investments
  • Estate Management
  • Estate Planning
  • Family Financial Planning
  • Financial Education Workshops
  • Financial Management
  • Financing
  • Fixed Annuities
  • Foreign Bonds
  • Government Bonds
  • Index Funds
  • Individual Retirement Accounts
  • Inheritance Planning
  • Insurance Planning
  • Investment Advisors
  • Investment Planning
  • Investments
  • Load Funds
  • Money Market Accounts
  • Mutual Funds
  • Retirement Planning
  • Stock Investments
  • Wealth Management
Less

Additional Information 
Free consultation and financial assessment!
Licensed

Areas Served 
CA

Appears in the Categories

  
  • Financial Planning Consultants & Services,
  • Financial Management & Consulting,
  • Investment Advisory Services,
  • Retirement Planning Consultants & Services,
  • College Financial Planning Services

    • Specialties 
    • Asset Management
    • Financial Plans

    Certification & Affiliations 
    • Certified Financial Planner

    Customers Served 
    Residential, Commercial

    Languages Spoken 
    • English
    • German
     
    View Less

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