Bonnie Yee

Bergner in Long Beach, CA is a financial services firm that offers a wide range of tailored advice and investment services for distinguished investors and families around the world. Their expertise spans wealth management, asset management, investment banking, and customized solutions for corporate and institutional clients. With a commitment to sustainable investing and a focus on exceeding client expectations, Bergner provides advisory services, research, and access to global capital markets. Their acquisition of Credit Suisse has further strengthened their position as a leading firm in the financial services industry. Generated from the website

Since our founding in 1994, our primary focus has been to provide comprehensive financial planning and proactive wealth management as an independent, client-focused firm. We act as your advocate, with the intent of helping you identify, prioritize, and pursue your financial goals. We organize your assets, asset allocation strategy, insurance, and financial and estate plans to help simplify, consolidate and integrate every aspect of your financial life in a transparent and practical manner. We take the time to get to know each client on a personal level with the goal of building long-lasting relationships.

Painewebber is a financial services firm based in Long Beach, CA, specializing in investment management and wealth planning services for individuals and businesses. With a focus on personalized financial strategies, Painewebber aims to help clients achieve their long-term financial goals through a range of investment options and advisory services. Generated from their business information