{"id":17832,"date":"2025-05-10T05:31:13","date_gmt":"2025-05-10T05:31:13","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=17832"},"modified":"2025-05-12T05:57:28","modified_gmt":"2025-05-12T05:57:28","slug":"long-beach-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/long-beach-to-consider\/","title":{"rendered":"Investment Firms in Long Beach To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"996\" height=\"662\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-3.jpeg\" alt=\"Investment Firms in Long Beach To Consider\" class=\"wp-image-45700\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-3.jpeg 996w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-3-768x510.jpeg 768w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-3-600x399.jpeg 600w\" sizes=\"(max-width: 996px) 100vw, 996px\" \/><\/figure>\n\n\n\n<p>Choosing the right investment firm is a key move in building a strong and secure financial future. Whether you&#8217;re aiming to create a diversified portfolio, preparing for retirement, or exploring opportunities for financial growth, partnering with a reputable investment firm can provide the insight and confidence needed to manage today\u2019s dynamic markets.<\/p>\n\n\n\n<p>For those in Long Beach looking for expert investment guidance, the firms listed below are known for their customized strategies, fiduciary commitment, and deep understanding of the local economic landscape.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">William Allan Investment Advisors<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdgq_sxFYClnIG1tRUqlAFXJiasU-s9wLr5kb40XYR9GzC09osfPsKHZHdReeJEsBdJ_QXsP1xhcjqfIywuP7JL7W-r3JVy9YZ5nNVI9Ph505kRHAUyIk0TUADBQuWekNfBgqDOeg.png\" alt=\"\" class=\"wp-image-45703\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdgq_sxFYClnIG1tRUqlAFXJiasU-s9wLr5kb40XYR9GzC09osfPsKHZHdReeJEsBdJ_QXsP1xhcjqfIywuP7JL7W-r3JVy9YZ5nNVI9Ph505kRHAUyIk0TUADBQuWekNfBgqDOeg.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdgq_sxFYClnIG1tRUqlAFXJiasU-s9wLr5kb40XYR9GzC09osfPsKHZHdReeJEsBdJ_QXsP1xhcjqfIywuP7JL7W-r3JVy9YZ5nNVI9Ph505kRHAUyIk0TUADBQuWekNfBgqDOeg-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bWilliam Allan is a Long Beach, California-based investment advisory firm founded in 2004, dedicated to helping individuals and institutions achieve their financial goals through disciplined wealth planning, tax analysis, and portfolio management. With over two decades of experience, the firm emphasizes a client-first approach, aligning its interests with those of its clients by investing alongside them.<\/p>\n\n\n\n<p>Address: 100 Oceangate #1200, Long Beach, CA 90807<\/p>\n\n\n\n<p>Phone: 18006775309<\/p>\n\n\n\n<p>Email: andrew@willallan.com<\/p>\n\n\n\n<p>Website: https:\/\/www.willallan.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Linda A. Walker CFP<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQMa_apz1LrMzqPylDU2IoPSUzhGF5IUdJPHmbzC2v9rZ3Db_7kX-_gHjcIqYFGKIq9w50YIbUWVC_CQnRNseWLiRobbGJcBhivPE3XBOEi9NjJkIuaRbX0zwtKzu66QiMPi3_dQ.png\" alt=\"\" class=\"wp-image-45707\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQMa_apz1LrMzqPylDU2IoPSUzhGF5IUdJPHmbzC2v9rZ3Db_7kX-_gHjcIqYFGKIq9w50YIbUWVC_CQnRNseWLiRobbGJcBhivPE3XBOEi9NjJkIuaRbX0zwtKzu66QiMPi3_dQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfQMa_apz1LrMzqPylDU2IoPSUzhGF5IUdJPHmbzC2v9rZ3Db_7kX-_gHjcIqYFGKIq9w50YIbUWVC_CQnRNseWLiRobbGJcBhivPE3XBOEi9NjJkIuaRbX0zwtKzu66QiMPi3_dQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Linda A. Walker, CFP\u00ae is a seasoned financial advisor based in Long Beach, California, with over 40 years of experience in the financial services industry. She is affiliated with LPL Financial LLC, one of the nation\u2019s leading independent broker-dealers, and operates her own registered investment advisory firm, Linda A. Walker, CFP.\u200b<\/p>\n\n\n\n<p>Address: 1 World Trade Center, Long Beach, CA 90831<\/p>\n\n\n\n<p>Phone: 15629865859<\/p>\n\n\n\n<p>Email: linda@lindaawalkerfp.com<\/p>\n\n\n\n<p>Website: http:\/\/www.lindaawalkerfp.com\/home<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Hill Financial &amp; Insurance<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeZUp0xHsI5Sypau3W-6jw4DL9Xo0-Dc0ut_in-XkI_PZ8t74dPdIQNTZfXd5ZRR7buZxupM8jV7BuJD_M5wsumeZR4YGltiNACPSano-gKUqDGHFgz1O2HUlI6wS5yXIfgV6hdVA.png\" alt=\"\" class=\"wp-image-45702\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeZUp0xHsI5Sypau3W-6jw4DL9Xo0-Dc0ut_in-XkI_PZ8t74dPdIQNTZfXd5ZRR7buZxupM8jV7BuJD_M5wsumeZR4YGltiNACPSano-gKUqDGHFgz1O2HUlI6wS5yXIfgV6hdVA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeZUp0xHsI5Sypau3W-6jw4DL9Xo0-Dc0ut_in-XkI_PZ8t74dPdIQNTZfXd5ZRR7buZxupM8jV7BuJD_M5wsumeZR4YGltiNACPSano-gKUqDGHFgz1O2HUlI6wS5yXIfgV6hdVA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bKOHR Financial &amp; Insurance Services is a full-service financial firm headquartered in Seal Beach, California, with an additional office in Mission Viejo. Established in 1996, KOHR offers a comprehensive suite of insurance solutions tailored to both individuals and businesses, aiming to provide clients with peace of mind and financial security.\u200b<\/p>\n\n\n\n<p>Address: 5732 E 2nd St Ste A, Long Beach, CA 90803<\/p>\n\n\n\n<p>Phone: 15629872727<\/p>\n\n\n\n<p>Email: angelique.murray@kohrfinancial.com<\/p>\n\n\n\n<p>Website: https:\/\/www.kohrfinancial.com\/fiduciary-investment-advisers<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Kensington Investment Counsel<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftdDkTQMb4548wcqrMvORayVTLED7gpChQs2IN-Ca0e4fJMUgivMjYilCTGn28hub_Y3CmcgL9VZyw8Cs5QS2ae9uKs8nEmxbVIqlLEPAMcyOe3xG_9KTqD8k8Ay7UXsS5HuvzzQ.png\" alt=\"\" class=\"wp-image-45705\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftdDkTQMb4548wcqrMvORayVTLED7gpChQs2IN-Ca0e4fJMUgivMjYilCTGn28hub_Y3CmcgL9VZyw8Cs5QS2ae9uKs8nEmxbVIqlLEPAMcyOe3xG_9KTqD8k8Ay7UXsS5HuvzzQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXftdDkTQMb4548wcqrMvORayVTLED7gpChQs2IN-Ca0e4fJMUgivMjYilCTGn28hub_Y3CmcgL9VZyw8Cs5QS2ae9uKs8nEmxbVIqlLEPAMcyOe3xG_9KTqD8k8Ay7UXsS5HuvzzQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Kensington Investment Counsel (KIC) is an independent investment advisory firm based in Long Beach and Santa Barbara, California. Founded in 1994 by Richard \u201cDick\u201d Wimbish, KIC serves high-net-worth individuals and small institutional clients, offering a personalized and client-oriented investment approach.<\/p>\n\n\n\n<p>Address: 5580 2nd St #209, Long Beach, CA 90802<\/p>\n\n\n\n<p>Phone: 15629836677<\/p>\n\n\n\n<p>Email: contact@kensingtonic.com<\/p>\n\n\n\n<p>Website: https:\/\/www.kensingtonic.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Crux Wealth Advisors LLC<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeRuqNXBsUrHZ6Zq0jvQ8wT63LdPrAJ2Fp3-CZj1t_bZyCDb2vV7AQVWwssQUJNbSHFG8atb9Nw7dM4J-5XMNgiinI9A641d_MyNNk3PljxmVg2tEOEeqCF-s-0OPVTxTWQxqxf.png\" alt=\"\" class=\"wp-image-45701\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeRuqNXBsUrHZ6Zq0jvQ8wT63LdPrAJ2Fp3-CZj1t_bZyCDb2vV7AQVWwssQUJNbSHFG8atb9Nw7dM4J-5XMNgiinI9A641d_MyNNk3PljxmVg2tEOEeqCF-s-0OPVTxTWQxqxf.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeRuqNXBsUrHZ6Zq0jvQ8wT63LdPrAJ2Fp3-CZj1t_bZyCDb2vV7AQVWwssQUJNbSHFG8atb9Nw7dM4J-5XMNgiinI9A641d_MyNNk3PljxmVg2tEOEeqCF-s-0OPVTxTWQxqxf-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bCrux Wealth Advisors is a Long Beach, California-based independent Registered Investment Advisor (RIA) specializing in fiduciary financial planning and investment management. Founded in 2016 by CEO Travis Alexander, MBA, CRPC\u00ae, the firm has rapidly expanded, managing over $3.4 billion in assets under management (AUM) as of 2025. Crux emphasizes a client-centric approach, offering personalized financial solutions to individuals, families, and business owners.<\/p>\n\n\n\n<p>Address: 3444 E Anaheim St, Long Beach, CA 90804<\/p>\n\n\n\n<p>Phone: 15627353875<\/p>\n\n\n\n<p>Email: travis@cruxwealthadvisors.com<\/p>\n\n\n\n<p>Website: http:\/\/www.cruxwealthadvisors.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Karen Codman FSC Securities Corporation<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP5Pllk6xOYpnxh9bFyi4nc1tlcV2HaZCFqu54nmwEXJTjyWqdUVnkqnJbePb8QuX21PpLgCu4kytgAJ-95sKVJbVpLLuKWv54mUEepqW4gVT-Q2GLYv4FYs4EzsDlXrzNSpnXQ.png\" alt=\"\" class=\"wp-image-45709\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP5Pllk6xOYpnxh9bFyi4nc1tlcV2HaZCFqu54nmwEXJTjyWqdUVnkqnJbePb8QuX21PpLgCu4kytgAJ-95sKVJbVpLLuKWv54mUEepqW4gVT-Q2GLYv4FYs4EzsDlXrzNSpnXQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdP5Pllk6xOYpnxh9bFyi4nc1tlcV2HaZCFqu54nmwEXJTjyWqdUVnkqnJbePb8QuX21PpLgCu4kytgAJ-95sKVJbVpLLuKWv54mUEepqW4gVT-Q2GLYv4FYs4EzsDlXrzNSpnXQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bKaren R. Codman is a seasoned financial advisor based in Long Beach, California, with over 25 years of experience in the financial services industry. She is the founder of Lunaria Wealth Management, operating under the umbrella of Osaic Wealth, Inc. Karen is committed to delivering personalized, values-based financial planning and wealth management services to individuals, families, and small businesses.\u200b<\/p>\n\n\n\n<p>Address: 1165 E San Antonio Dr, Long Beach, CA 90807<\/p>\n\n\n\n<p>Phone: 15627285800<\/p>\n\n\n\n<p>Email: paul@karencodman.com<\/p>\n\n\n\n<p>Website: http:\/\/karencodman.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Zahn &amp; Zahn Estate Financial &amp; Tax<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfvzZ597AaYST_Oq_ysbYdHJipryMpSfvlJK4EpS5tyLLKIV2SirvAa1FKE3QLv7M8R3m2HbCRTUx6tI_KSun8mvvR9l-LC6yOu_2-9TqbxQTu3gH2aQWEtolpNiJ3b5Q.png\" alt=\"\" class=\"wp-image-45706\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfvzZ597AaYST_Oq_ysbYdHJipryMpSfvlJK4EpS5tyLLKIV2SirvAa1FKE3QLv7M8R3m2HbCRTUx6tI_KSun8mvvR9l-LC6yOu_2-9TqbxQTu3gH2aQWEtolpNiJ3b5Q.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfvzZ597AaYST_Oq_ysbYdHJipryMpSfvlJK4EpS5tyLLKIV2SirvAa1FKE3QLv7M8R3m2HbCRTUx6tI_KSun8mvvR9l-LC6yOu_2-9TqbxQTu3gH2aQWEtolpNiJ3b5Q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Zahn &amp; Zahn, Inc. is a Long Beach, California-based financial services firm with over 30 years of experience in accounting, investment advisory, and tax consulting. The firm is dedicated to helping clients achieve financial security, grow their businesses, and manage tax liabilities through a comprehensive and personalized approach.<\/p>\n\n\n\n<p>Address: 2209 N Lakewood Blvd, Long Beach, CA 90815<\/p>\n\n\n\n<p>Phone: 15625977231<\/p>\n\n\n\n<p>Email: jo.zahn@ceterafs.com<\/p>\n\n\n\n<p>Website: http:\/\/www.zahnandzahn.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Patrick Lewis Investment Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdd272PwoFIGzuaH5tKUyU273VfPAAvsxpn4LjZlJ984dYoD69tTdvm7OS5KFukRcPPnb_Ngdrec3kKrTsJZqrmzRdP05dhH69KV7yCJev-lN0Jl1lLdfF0zRH1Nr_4OJKUSChK.png\" alt=\"\" class=\"wp-image-45704\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdd272PwoFIGzuaH5tKUyU273VfPAAvsxpn4LjZlJ984dYoD69tTdvm7OS5KFukRcPPnb_Ngdrec3kKrTsJZqrmzRdP05dhH69KV7yCJev-lN0Jl1lLdfF0zRH1Nr_4OJKUSChK.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdd272PwoFIGzuaH5tKUyU273VfPAAvsxpn4LjZlJ984dYoD69tTdvm7OS5KFukRcPPnb_Ngdrec3kKrTsJZqrmzRdP05dhH69KV7yCJev-lN0Jl1lLdfF0zRH1Nr_4OJKUSChK-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Patrick Lewis Investment Group is an independent wealth management firm based in Long Beach, California, dedicated to helping individuals and families achieve financial confidence and a secure retirement. They offer personalized strategies in areas such as retirement planning, wealth transfer, estate conservation, insurance, and long-term care. With a commitment to objectivity and client-first service, the firm emphasizes education and transparency to demystify complex financial topics. Their mission is to build long-term, trust-based relationships by developing customized plans that align with each client\u2019s unique goals and life stage. Securities and advisory services are provided through Centaurus Financial, Inc., a member of FINRA and SIPC<\/p>\n\n\n\n<p>Address: 3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806<\/p>\n\n\n\n<p>Phone: 15623042845<\/p>\n\n\n\n<p>Email: ktorio@polycomp.net<\/p>\n\n\n\n<p>Website: http:\/\/plfgonline.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ross Wealth Management Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfX1kTcRzTSnFPf6W-2znTjmZLwmifwKWZA8tAQM8kM-dAJiIzuHTT-Qj-BpHN-vz5fwcOpJD-F6RJlQAkkLkqJmoDbzPlXYwPIJe818t3tETOOCx7lpCEBNf0WspcK8Q09ls4gHQ.png\" alt=\"\" class=\"wp-image-45708\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfX1kTcRzTSnFPf6W-2znTjmZLwmifwKWZA8tAQM8kM-dAJiIzuHTT-Qj-BpHN-vz5fwcOpJD-F6RJlQAkkLkqJmoDbzPlXYwPIJe818t3tETOOCx7lpCEBNf0WspcK8Q09ls4gHQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXfX1kTcRzTSnFPf6W-2znTjmZLwmifwKWZA8tAQM8kM-dAJiIzuHTT-Qj-BpHN-vz5fwcOpJD-F6RJlQAkkLkqJmoDbzPlXYwPIJe818t3tETOOCx7lpCEBNf0WspcK8Q09ls4gHQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>\u200bRoss Wealth Advisors is a Columbus, Ohio-based independent financial advisory firm specializing in comprehensive retirement planning. Established in 1987, the firm is led by Don Ross, RFC, and offers personalized strategies to help clients achieve financial confidence in retirement.\u200b<\/p>\n\n\n\n<p>Address: 3711 Long Beach Blvd #719, Long Beach, CA 90807<\/p>\n\n\n\n<p>Phone: 15622060675<\/p>\n\n\n\n<p>Email: eric@erossgroup.com<\/p>\n\n\n\n<p>Website: http:\/\/rosswealthmanagement.com\/<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">LDW Consulting Group<\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd-MkCfXZ6W-yJ1RptJzAb5AI_HLx4xx_XqsXwullWyc0tuhlmdtbItuuYvMTEeAHHKTG2WpNPUPGbAXNk3G1NbRfsRwRG6ydy2OubTyKnUUWyCGEQ8mmnNfzFlw367wbFQFzuulA.png\" alt=\"\" class=\"wp-image-45710\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd-MkCfXZ6W-yJ1RptJzAb5AI_HLx4xx_XqsXwullWyc0tuhlmdtbItuuYvMTEeAHHKTG2WpNPUPGbAXNk3G1NbRfsRwRG6ydy2OubTyKnUUWyCGEQ8mmnNfzFlw367wbFQFzuulA.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXd-MkCfXZ6W-yJ1RptJzAb5AI_HLx4xx_XqsXwullWyc0tuhlmdtbItuuYvMTEeAHHKTG2WpNPUPGbAXNk3G1NbRfsRwRG6ydy2OubTyKnUUWyCGEQ8mmnNfzFlw367wbFQFzuulA-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>LDW Consulting Group is a financial advisory firm with offices in Long Beach, California, and Las Vegas, Nevada. Led by Certified Financial Planner\u2122 Lawrence Wimsatt, the firm provides personalized financial planning and wealth management services tailored to individuals, families, and business owners. Their approach centers on three core principles: Envision, Empower, and Experience. They assist clients in clarifying their financial goals, making informed decisions, and fostering a positive relationship with money. LDW Consulting Group offers services in areas such as retirement planning, investment management, tax strategies, insurance, and estate planning. They are affiliated with Cambridge Investment Research, Inc., a registered broker-dealer, and Cooper McManus, an SEC-registered investment advisory firm.<\/p>\n\n\n\n<p>Address: 444 W Ocean Blvd Suite 100, Long Beach, CA 90802<\/p>\n\n\n\n<p>Phone: 15623090080<\/p>\n\n\n\n<p>Email: lwimsatt@ldwcg.com<\/p>\n\n\n\n<p>Website: http:\/\/www.ldwcg.com\/<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! Simply copy the code below and embed it on your site to highlight your achievement.<\/p>\r\n\r\n<div class=\"badge_content\">\r\n<img decoding=\"async\" class=\"badge_image\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/04\/PillarWM-Finder-Award-2025.png\" alt=\"PillarWM Award\">\r\n\r\n<textarea id=\"badgeCode\" readonly>\r\n<a href=\"https:\/\/pillarwm.com\/investment-firms\" target=\"_blank\" rel=\"noopener\" title=\"PillarWM Award\">\r\n<img decoding=\"async\" width=\"250px\" height=\"250px\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/04\/PillarWM-Finder-Award-2025.png\" alt=\"PillarWM Award\"><\/a>\r\n<\/textarea>\r\n\r\n<button class=\"btn\" onclick=\"copyCode()\">COPY CODE<\/button>\r\n<\/div>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* Base styles *\/\r\n.badge_section {\r\n    display: flex;\r\n    flex-direction: column;\r\n    align-items: center;\r\n    justify-content: center;\r\n    background: #f8f8f8;\r\n    padding: 20px;\r\n    text-align: center;\r\n    border-radius: 10px;\r\n    box-shadow: 0 4px 8px rgba(0, 0, 0, 0.1);\r\n    max-width: 600px;\r\n    margin: 20px auto;\r\n}\r\n\r\n.badge_heading {\r\n    font-size: 22px;\r\n    font-weight: bold;\r\n    color: #333;\r\n}\r\n\r\n.badge_text {\r\n    font-size: 16px;\r\n    color: #555;\r\n    margin-bottom: 15px;\r\n}\r\n\r\n\/* Center content *\/\r\n.badge_content {\r\n    display: flex;\r\n    flex-direction: column;\r\n    align-items: center;\r\n    width: 100%;\r\n}\r\n\r\n.badge_image {\r\n    max-width: 250px;\r\n    height: auto;\r\n    margin-bottom: 15px;\r\n}\r\n\r\ntextarea {\r\n    width: 100%;\r\n    height: 80px;\r\n    font-size: 14px;\r\n    padding: 8px;\r\n    border: 1px solid #ccc;\r\n    border-radius: 4px;\r\n    resize: none;\r\n    background: #fff;\r\n    text-align: center;\r\n}\r\n\r\n\/* Copy Button *\/\r\n.btn {\r\n    background: #000;\r\n    color: #fff;\r\n    padding: 10px 15px;\r\n    border: none;\r\n    border-radius: 4px;\r\n    cursor: pointer;\r\n    font-weight: bold;\r\n    margin-top: 10px;\r\n}\r\n\r\n.btn:hover {\r\n    background: #333;\r\n}\r\n\r\n\/* Responsive *\/\r\n@media (max-width: 480px) {\r\n    .badge_heading {\r\n        font-size: 18px;\r\n    }\r\n\r\n    .badge_text {\r\n        font-size: 14px;\r\n    }\r\n\r\n    .badge_image {\r\n        max-width: 200px;\r\n    }\r\n\r\n    textarea {\r\n        font-size: 12px;\r\n        height: 60px;\r\n    }\r\n}\r\n\r\n<\/style>\r\n\r\n<script>\r\nfunction copyCode() {\r\n    var codeBox = document.getElementById(\"badgeCode\");\r\n    codeBox.select();\r\n    document.execCommand(\"copy\");\r\n    alert(\"Code copied to clipboard!\");\r\n}\r\n<\/script>\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Choosing the right investment firm is a key move in building a strong and secure financial future. Whether you&#8217;re aiming to create a diversified portfolio, preparing for retirement, or exploring [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":45700,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-17832","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/17832","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/comments?post=17832"}],"version-history":[{"count":4,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/17832\/revisions"}],"predecessor-version":[{"id":45711,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/pages\/17832\/revisions\/45711"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/media\/45700"}],"wp:attachment":[{"href":"https:\/\/pillarwm.com\/investment-firms\/wp-json\/wp\/v2\/media?parent=17832"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}