Financial Planning Department

Marina Advisor Group LLC is a professional services firm based in Long Beach, CA, specializing in legal and accounting services to assist individuals and businesses in compliance with legally mandated activities. With over 750 individual income tax clients, they offer secure web portal, mail, and drop-off options for income tax preparation documents, and provide various methods for the delivery of completed tax returns. Their dedicated staff practices physical distancing while working at the office, ensuring the safety and health of their clients. As of March 20, 2020, Marina Advisor Group LLC informs clients that the filing and payment deadlines for income tax returns have been extended to July 15, 2020, by the Internal Revenue Service and CA Franchise Tax Board. While there may be some capacity limitations resulting from current orders, the firm assures clients that they will continue to work diligently to complete and process tax returns, providing refunds or assisting with payment plans. Clients are encouraged to treat this tax season as any other year, enabling efficient processing and planning for their financial needs.Generated from the website

We are an investment advisor focused on achieving a long term balance between preservation of capital and portfolio growth for our clients. We offer advisory services for individuals and institutional investors. We also partner with the advisors in whom individual investors place their trust accountants, insurance agents, stockbrokers, financial planners, and other investment advisors. These professionals have provided you counsel over time and understand your unique goals and tolerance for short term risks. By combining their perspectives with our particular investment expertise, we together create and manage a personalized solution to build capital while reducing risk.

Timothy McVey is a financial planner based in Long Beach, California, a vibrant coastal city known for its beautiful beaches and diverse culture. With a focus on helping clients achieve their financial goals, Timothy offers personalized planning services tailored to individual needs. Long Beach provides the perfect backdrop for his practice, combining a dynamic business environment with a relaxed lifestyle, making it an ideal place for financial growth and security. Generated from this place's information